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Good evening, Moomoo users!![]()
Tonight's analysis of NY stocks.![]()
Market Overview
Starting the USA market session, the Dow Jones Industrial Average, composed of high-quality stocks, opened 31.11 points higher at 41,366.16, while the Nasdaq Composite Index, with a high proportion of high-tech stocks, began 134.06 points higher at 17,650.49. The S&P 500 average, consisting of 500 large-cap stocks in the USA, opened 20.78 points higher at 5,612.74.
$Dow Jones Industrial Average (.DJI.US)$
$Nasdaq Composite Index (.IXIC.US)$
$S&P 500 Index (.SPX.US)$
Top News
[Indicator Flash Report] US PCE Core Price Index, a focus of the FRB, increased by 2.6% year-on-year in July, slightly below the market expectation of 2.7%.
●Focus of the FRBUS PCE Core Price Index、In July, it increased by 2.60% year-on-yearThe expectation was 2.70% increase, compared to the previous period's increase of 2.60%.
Related articles:Market Voices: Will the USA unemployment rate decrease in August? - Citi Economics
With a moderate decrease in inflation rate, the observation of a 25bp FRB rate cut in September intensifies.
- Jackson Hole...
Market Overview
Starting the USA market session, the Dow Jones Industrial Average, composed of high-quality stocks, opened 31.11 points higher at 41,366.16, while the Nasdaq Composite Index, with a high proportion of high-tech stocks, began 134.06 points higher at 17,650.49. The S&P 500 average, consisting of 500 large-cap stocks in the USA, opened 20.78 points higher at 5,612.74.
$Dow Jones Industrial Average (.DJI.US)$
$Nasdaq Composite Index (.IXIC.US)$
$S&P 500 Index (.SPX.US)$
Top News
[Indicator Flash Report] US PCE Core Price Index, a focus of the FRB, increased by 2.6% year-on-year in July, slightly below the market expectation of 2.7%.
●Focus of the FRBUS PCE Core Price Index、In July, it increased by 2.60% year-on-yearThe expectation was 2.70% increase, compared to the previous period's increase of 2.60%.
Related articles:Market Voices: Will the USA unemployment rate decrease in August? - Citi Economics
With a moderate decrease in inflation rate, the observation of a 25bp FRB rate cut in September intensifies.
- Jackson Hole...
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Hello, Moomoo users!![]()
Tonight's read on NY stocks.![]()
Market Overview
The US market started, with the Dow Jones Industrial Average, which consists of high-quality stocks, opening at $41,186.28, down $54.24. The Nasdaq Composite Index, with a higher proportion of technology stocks, started at 17,655.52, down 70.25 points. The S&P 500, which consists of 500 large-cap stocks in the US, opened at 5,602.89, down 13.95 points.
$Dow Jones Industrial Average (.DJI.US)$
$Nasdaq Composite Index (.IXIC.US)$
$S&P 500 Index (.SPX.US)$
Top news of individual stocks
●米国債とドルも堅調。
$Super Micro Computer (SMCI.US)$ Temporarily fell more than 10% after hours, revealing Hindenburg Research's.
Market Overview
The US market started, with the Dow Jones Industrial Average, which consists of high-quality stocks, opening at $41,186.28, down $54.24. The Nasdaq Composite Index, with a higher proportion of technology stocks, started at 17,655.52, down 70.25 points. The S&P 500, which consists of 500 large-cap stocks in the US, opened at 5,602.89, down 13.95 points.
$Dow Jones Industrial Average (.DJI.US)$
$Nasdaq Composite Index (.IXIC.US)$
$S&P 500 Index (.SPX.US)$
Top news of individual stocks
●米国債とドルも堅調。
$Super Micro Computer (SMCI.US)$ Temporarily fell more than 10% after hours, revealing Hindenburg Research's.
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Semiconductor-related stocks have skyrocketed in the US stock market since last year.Global semiconductor-related stocks have risen about 40% in the past 3 monthsThen,The semiconductor industry's share price-sales ratio is 9 times the record highIt has reached.
Driving the artificial intelligence (AI) boom $NVIDIA (NVDA.US)$IsMore than 3 times more performanceIt went up, and was the strongest performer in the S&P 500. This momentum has spread to the stock prices of other semiconductor companies. It was just listed on the US NASDAQ market on 9/14 $Arm Holdings (ARM.US)$The stock price closed on 2/29 at 141.04 dollars. Compared to the level at the end of September, it is 2.5 times higher,87.69% increase since the beginning of the yearI did it. $Advanced Micro Devices (AMD.US)$The stock price of increased rapidly in trading on the 29th,The total market value has exceeded 300 billion dollars (about 45 trillion yen)I did it. Other than this, the Dutch $ASML Holding (ASML.US)$and $Broadcom (AVGO.US)$ofThe stock price is 1.6 timesIt has become....
Driving the artificial intelligence (AI) boom $NVIDIA (NVDA.US)$IsMore than 3 times more performanceIt went up, and was the strongest performer in the S&P 500. This momentum has spread to the stock prices of other semiconductor companies. It was just listed on the US NASDAQ market on 9/14 $Arm Holdings (ARM.US)$The stock price closed on 2/29 at 141.04 dollars. Compared to the level at the end of September, it is 2.5 times higher,87.69% increase since the beginning of the yearI did it. $Advanced Micro Devices (AMD.US)$The stock price of increased rapidly in trading on the 29th,The total market value has exceeded 300 billion dollars (about 45 trillion yen)I did it. Other than this, the Dutch $ASML Holding (ASML.US)$and $Broadcom (AVGO.US)$ofThe stock price is 1.6 timesIt has become....
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When Bloomberg interviewed fund managers and analysts regarded as buffett watchers about Japanese stocks that famous American investor Warren Buffett, who bought more shares of Japan's five major trading companies this year, insurance stocks such as Tokio Marine Holdings, major bank stocks, Shin-Etsu Chemical, Fujifilm Holdings, etc. were mentioned.
In Buffett's stock selection, it is known that maintaining a cheap and high return on equity (ROE) and long-term and stable performance growth are important criteria. Excluding Shin-Etsu Chemical Industries, the stocks listed this time seem to have slightly inferior ROE compared to the stocks of the five major trading companies. However, the dividend yield is comparable, and the stock price-net asset ratio (PBR) is also low, so it can be said that there is a sense of undervaluation. In particular, major non-life insurance stocks have also recently declined due to reports of advance adjustments to corporate insurance premiums.
According to the Bloomberg article on the 11th, Takeda Masakazu Portfolio Manager manages the Hennessy Japan Fund on a scale of 294 million dollars (about 43.7 billion yen) at Sparks Asia Investment Advisors Limited in Hong Kong...
In Buffett's stock selection, it is known that maintaining a cheap and high return on equity (ROE) and long-term and stable performance growth are important criteria. Excluding Shin-Etsu Chemical Industries, the stocks listed this time seem to have slightly inferior ROE compared to the stocks of the five major trading companies. However, the dividend yield is comparable, and the stock price-net asset ratio (PBR) is also low, so it can be said that there is a sense of undervaluation. In particular, major non-life insurance stocks have also recently declined due to reports of advance adjustments to corporate insurance premiums.
According to the Bloomberg article on the 11th, Takeda Masakazu Portfolio Manager manages the Hennessy Japan Fund on a scale of 294 million dollars (about 43.7 billion yen) at Sparks Asia Investment Advisors Limited in Hong Kong...
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Hello Moomoo users!![]()
Thank you very much for your hard work. Today's stock price summary is as follows. Thank you in advance.![]()
●The Nikkei Stock Average ended at 32371.90 yen, 56.85 yen higher than the previous business day
● Real yield headwinds blow, and the dollar and yen reach the 150 yen range due to continued easing by the Bank of Japan
●Real imports and exports in August fall for the first time in 3 months Bank of Japan announced
● Renault and Nissan change purchases to project units - joint organization review
● Rakuten Bank - A miscalculation of the drastic short selling trend is conveyed that jet engines are skyrocketing, today's sales advantage
● Attention to the handle: $Nissan Motor (7201.JP)$、 $Rakuten Bank (5838.JP)$、 $NEC (6701.JP)$、 $YASKAWA Electric (6506.JP)$、 $Isuzu Motors (7202.JP)$
ー Moo Moo News Japanese stock Evelyn
Market Overview
Today's Nikkei Stock Average ended at 32371.90 yen, 56.85 yen higher than the previous business day, and the Tokyo Stock Price Index (TOPIX) ended at 2379.53, 7.59 points higher than the previous business day....
●The Nikkei Stock Average ended at 32371.90 yen, 56.85 yen higher than the previous business day
● Real yield headwinds blow, and the dollar and yen reach the 150 yen range due to continued easing by the Bank of Japan
●Real imports and exports in August fall for the first time in 3 months Bank of Japan announced
● Renault and Nissan change purchases to project units - joint organization review
● Rakuten Bank - A miscalculation of the drastic short selling trend is conveyed that jet engines are skyrocketing, today's sales advantage
● Attention to the handle: $Nissan Motor (7201.JP)$、 $Rakuten Bank (5838.JP)$、 $NEC (6701.JP)$、 $YASKAWA Electric (6506.JP)$、 $Isuzu Motors (7202.JP)$
ー Moo Moo News Japanese stock Evelyn
Market Overview
Today's Nikkei Stock Average ended at 32371.90 yen, 56.85 yen higher than the previous business day, and the Tokyo Stock Price Index (TOPIX) ended at 2379.53, 7.59 points higher than the previous business day....
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Due to the liquor tax reform to be implemented in October,While the tax rate for beer and sake will drop, new genres (third beer) and fruit wine will rise. The share dispute for beer-based beverages seems to favor companies with a high beer sales ratio,There is also a view that some of the drinkers of the new genre will go to canned chuhai, where the tax rate remains unchanged this time。
What is the share of beer-based beverages in 2022 $Asahi Group Holdings (2502.JP)$is 36.5%, $Kirin Holdings (2503.JP)$It is 35.7%, and it is said that Asahi returned to the top for the first time in 3 years (Nihon Keizai Shimbun dated 2023/1/13). The liquor tax reform seems to have a big impact on the share dispute in the brewing industry, which includes both companies with similar abilities.
Beer benefits due to alcohol tax reform, and new genres have virtually disappeared
What is the liquor tax reform in OctoberThe main purpose is to unify the tax rates for beer-based beverages divided into 3 types: beer, sparkling wine, and new genres. As a prelude to 2026/10 unification, this time...
What is the share of beer-based beverages in 2022 $Asahi Group Holdings (2502.JP)$is 36.5%, $Kirin Holdings (2503.JP)$It is 35.7%, and it is said that Asahi returned to the top for the first time in 3 years (Nihon Keizai Shimbun dated 2023/1/13). The liquor tax reform seems to have a big impact on the share dispute in the brewing industry, which includes both companies with similar abilities.
Beer benefits due to alcohol tax reform, and new genres have virtually disappeared
What is the liquor tax reform in OctoberThe main purpose is to unify the tax rates for beer-based beverages divided into 3 types: beer, sparkling wine, and new genres. As a prelude to 2026/10 unification, this time...
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182956972 : So, who is the new king of AI replacing Apple and Nvidia? Is it Apple Intelligence? This article is kind of confusing, isn't it?
182956972 へこきよ : Um, thank you for the explanation, lol.