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Good morning, moomoo users!
This is an overview of the opening this morning. Thank you.![]()
Market overview
The Nikkei average stock price in the Tokyo stock market today started at 38,745.76 yen, up 44.89 yen from the previous trading day, and the Tokyo Stock Price Index (TOPIX) started at 2,717.45, up 1.46 points.
Top news
Daikin Industries, Ltd. unsponsored adr rebounds. It is reported that the company is moving to enhance its production capacity in India, where demand is expanding due to the record-breaking heat wave.
$Daikin Industries (6367.JP)$It rebounds. Bloomberg Communications reported on the 3rd that the company is moving to strengthen its production capacity in India, where air conditioner sales are further increasing due to the record-breaking heat wave. The company plans to purchase land near its main factory in the southern region and build a new building.
Advantest is up. Goldman Sachs upgraded it to a 'buy' rating.
Goldman Sachs $Advantest (6857.JP)$Goldman Sachs upgraded its investment rating from "hold" to "buy". The target stock price is 8100 yen.
Ito En is cheap. Operating profit for the period from May to July decreased by 29% due to an increase in sales and administrative expenses, such as advertising and publicity.
$ITO EN (2593.JP)$ After the close of trading on the 2nd...
Market overview
The Nikkei average stock price in the Tokyo stock market today started at 38,745.76 yen, up 44.89 yen from the previous trading day, and the Tokyo Stock Price Index (TOPIX) started at 2,717.45, up 1.46 points.
Top news
Daikin Industries, Ltd. unsponsored adr rebounds. It is reported that the company is moving to enhance its production capacity in India, where demand is expanding due to the record-breaking heat wave.
$Daikin Industries (6367.JP)$It rebounds. Bloomberg Communications reported on the 3rd that the company is moving to strengthen its production capacity in India, where air conditioner sales are further increasing due to the record-breaking heat wave. The company plans to purchase land near its main factory in the southern region and build a new building.
Advantest is up. Goldman Sachs upgraded it to a 'buy' rating.
Goldman Sachs $Advantest (6857.JP)$Goldman Sachs upgraded its investment rating from "hold" to "buy". The target stock price is 8100 yen.
Ito En is cheap. Operating profit for the period from May to July decreased by 29% due to an increase in sales and administrative expenses, such as advertising and publicity.
$ITO EN (2593.JP)$ After the close of trading on the 2nd...
Translated
![The Nikkei average started 44.89 yen higher. Daikin Industries, Ltd. unsponsored ADR rebounded as it plans to increase production capacity in India.](https://sgsnsimg.moomoo.com/sns_client_feed/181569713/20240903/46d4735371de22d6e4aa3b80dbc21730.png/thumb?area=105&is_public=true)
![The Nikkei average started 44.89 yen higher. Daikin Industries, Ltd. unsponsored ADR rebounded as it plans to increase production capacity in India.](https://sgsnsimg.moomoo.com/sns_client_feed/181569713/20240903/751ca7e35d749338c9a96cddc2100a85.jpg/thumb?area=105&is_public=true)
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すなぎも商事
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Good morning, moomoo users!
This is a summary of the morning market opening. Thank you. Emoji![]()
Market overview
今日の東京株式市場で日経平均株価は前営業日比377.56円高の39025.31円、東証株価指数(TOPIX)が21.41ポイント高の2734.04で始まった。
Top news
Letter to Seven, demanding active involvement in the acquisition negotiations - Long-term shareholder, a US asset management company
カナダのコンビニエンスストア大手アリマンタシォン・クシュタールによる $Seven & i Holdings (3382.JP)$への買収提案に関連し、セブン&アイの長期株主が同社の取締役会に書簡を送り、交渉への積極的な関与などを要求した。
今日の東京株式市場で日経平均株価は前営業日比377.56円高の39025.31円、東証株価指数(TOPIX)が21.41ポイント高の2734.04で始まった。
半導体製造用化学化合物の $Tri Chemical Laboratories (4369.JP)$カナダのコンビニエンスストア大手アリマンタシォン・クシュタールによる
Market overview
今日の東京株式市場で日経平均株価は前営業日比377.56円高の39025.31円、東証株価指数(TOPIX)が21.41ポイント高の2734.04で始まった。
Top news
Letter to Seven, demanding active involvement in the acquisition negotiations - Long-term shareholder, a US asset management company
カナダのコンビニエンスストア大手アリマンタシォン・クシュタールによる $Seven & i Holdings (3382.JP)$への買収提案に関連し、セブン&アイの長期株主が同社の取締役会に書簡を送り、交渉への積極的な関与などを要求した。
今日の東京株式市場で日経平均株価は前営業日比377.56円高の39025.31円、東証株価指数(TOPIX)が21.41ポイント高の2734.04で始まった。
半導体製造用化学化合物の $Tri Chemical Laboratories (4369.JP)$カナダのコンビニエンスストア大手アリマンタシォン・クシュタールによる
Translated
![The Nikkei average starts with an increase of 377.56 yen. A long-term shareholder of Seven sends a letter requesting information on acquisition negotiations.](https://sgsnsimg.moomoo.com/sns_client_feed/181569713/20240902/9752c8811cf0b37e68ae6c239f31a6f2.png/thumb?area=105&is_public=true)
![The Nikkei average starts with an increase of 377.56 yen. A long-term shareholder of Seven sends a letter requesting information on acquisition negotiations.](https://sgsnsimg.moomoo.com/sns_client_feed/181569713/20240902/99a40e86641038dfb2008a02895cad49.jpg/thumb?area=105&is_public=true)
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On August 27th, a team led by Joseph Moore of Morgan Stanley stated, "The GPU rental market...The return on investment (ROI) is extremely highStillin short supply, although the rental price of H100 is declining, the absolute level of pricing suggests a payback period of less than 1 year.NVIDIA stated in the report that it is still the safest option for datacenter investors.
Even with conservative estimates,Investment in datacenters generate an internal rate of return (IRR) of 30% to 50%.However, GPU rentals are performed at lower prices outside of mainstream platforms, which may affect investors' returns.
これらのスポット・インスタンス価格が、さまざまなGPUベンダーが現在クリアしている価格だとすれば、AWS H100のスポット時間レンタル価格が約4.50ドルであることは、新しい100MWデータセンターに投資することで、
データセンターへの投資は30%~50%の内部収益率(IRR)を生み出す
Even with conservative estimates,Investment in datacenters generate an internal rate of return (IRR) of 30% to 50%.However, GPU rentals are performed at lower prices outside of mainstream platforms, which may affect investors' returns.
これらのスポット・インスタンス価格が、さまざまなGPUベンダーが現在クリアしている価格だとすれば、AWS H100のスポット時間レンタル価格が約4.50ドルであることは、新しい100MWデータセンターに投資することで、
データセンターへの投資は30%~50%の内部収益率(IRR)を生み出す
Translated
![Is nvidia still the favorite? The return on investment in the GPU rental market is extremely high = Morgan Stanley.](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20240829/a4d7cd14fc21433d99f14dc36b4b475d.jpg?area=105&is_public=true)
![Is nvidia still the favorite? The return on investment in the GPU rental market is extremely high = Morgan Stanley.](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20240829/8330a2533f274a50b158b0e120bb730b.jpg?area=105&is_public=true)
![Is nvidia still the favorite? The return on investment in the GPU rental market is extremely high = Morgan Stanley.](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20240829/4b6648c07cba4c3a87e652050d3cc93b.jpg?area=105&is_public=true)
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Looking ahead at the global economy, Market-Economy Summit 2024~ Special before the US presidential election, the state of the world economy and stock prices! Will the momentum of US semiconductors continue? Thorough analysis with guest commentator Akira Ikegami.
Moomoo Securities (moomoo, headquarters: Shibuya-ku, Tokyo, President and CEO: Francisco Izawa) will sponsor the Nikkei CNBC's 25th anniversary event, "Market-Economy Summit 2024", which will be held on September 16 (Monday, national holiday) as the sole sponsor.
As we approach the US presidential election, which can be considered the biggest event of the year, what will happen to the financial market in the second half of 2024? How much will NVIDIA, a world leader in the semiconductor industry, change the world of AI and supercomputers? Journalist Akira Ikegami, Masataka Osaki, representative director of NVIDIA Japan and vice president of the US headquarters, individual investor Hiroto Kiryu, and economist and global strategist Emin Yilmaz will give lectures during this turning point in history.
In addition to the lectures on the day of the event, there will be a mini-event featuring prominent individual investors such as Nikkei CNBC cast members and Hiroto Kirita, as well as a chance to win luxurious prizes...
Moomoo Securities (moomoo, headquarters: Shibuya-ku, Tokyo, President and CEO: Francisco Izawa) will sponsor the Nikkei CNBC's 25th anniversary event, "Market-Economy Summit 2024", which will be held on September 16 (Monday, national holiday) as the sole sponsor.
As we approach the US presidential election, which can be considered the biggest event of the year, what will happen to the financial market in the second half of 2024? How much will NVIDIA, a world leader in the semiconductor industry, change the world of AI and supercomputers? Journalist Akira Ikegami, Masataka Osaki, representative director of NVIDIA Japan and vice president of the US headquarters, individual investor Hiroto Kiryu, and economist and global strategist Emin Yilmaz will give lectures during this turning point in history.
In addition to the lectures on the day of the event, there will be a mini-event featuring prominent individual investors such as Nikkei CNBC cast members and Hiroto Kirita, as well as a chance to win luxurious prizes...
Translated
![【Now accepting applications】Limited to participants, a chance to trade US stocks with zero commission for 10 years!](https://sgsnsimg.moomoo.com/sns_client_feed/181000888/20240808/1723105802352-94bae76bfc.jpeg/thumb?area=105&is_public=true)
![【Now accepting applications】Limited to participants, a chance to trade US stocks with zero commission for 10 years!](https://sgsnsimg.moomoo.com/sns_client_feed/181000888/20240808/1723106374939-7f07cc4fab.jpeg/thumb?area=105&is_public=true)
![【Now accepting applications】Limited to participants, a chance to trade US stocks with zero commission for 10 years!](https://sgsnsimg.moomoo.com/sns_client_feed/181000888/20240808/1723106463958-d9453acb13.jpeg/thumb?area=105&is_public=true)
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$NVIDIA (NVDA.US)$Announced earnings after the close on August 28th. Subsequently, the stock price after-hours trading.In Decreased by 6.9%.There is a new cycle approaching where central banks around the world are cutting interest rates and starting monetary easing.
(For information on sector rotation, please refer to the report below. Dated August 20th)
The following three factors are believed to have led to profit-taking selling.
1) Falling short of explosive growth expectations.
2Q results exceeded market expectations. 3Q revenue guidance of 32.5 billion dollars ±2%, surpassing the market average of 31.9 billion dollars, but did not reach the bullish estimate of 37.9 billion dollars.
2) Evaluation of the impact of Blackwell delays.
Demand for AI semiconductor Hopper (current product) and Blackwell (next-generation product) have been strong. However, the company acknowledged delays by changing the Blackwell GPU mask to improve yield. The company indicated that Blackwell's revenue is expected to reach several billion dollars in 4Q, but investors seem to be confused about the impact of the delay and how to evaluate the scale of several billion dollars. After the earnings announcement, analysts revised their performance outlook upward.
3) Sector low...
The following three factors are believed to have led to profit-taking selling.
1) Falling short of explosive growth expectations.
2Q results exceeded market expectations. 3Q revenue guidance of 32.5 billion dollars ±2%, surpassing the market average of 31.9 billion dollars, but did not reach the bullish estimate of 37.9 billion dollars.
2) Evaluation of the impact of Blackwell delays.
Demand for AI semiconductor Hopper (current product) and Blackwell (next-generation product) have been strong. However, the company acknowledged delays by changing the Blackwell GPU mask to improve yield. The company indicated that Blackwell's revenue is expected to reach several billion dollars in 4Q, but investors seem to be confused about the impact of the delay and how to evaluate the scale of several billion dollars. After the earnings announcement, analysts revised their performance outlook upward.
3) Sector low...
Translated
![Why is nvidia selling in advance? Is there a possibility of a turnaround? Blackwell, an AI semiconductor, is expected to perform well! [Summary of Financial Results]](https://sgsnsimg.moomoo.com/sns_client_feed/181000001/20240829/1724906000138-a696a58d9c.jpeg/thumb?area=105&is_public=true)
![Why is nvidia selling in advance? Is there a possibility of a turnaround? Blackwell, an AI semiconductor, is expected to perform well! [Summary of Financial Results]](https://sgsnsimg.moomoo.com/sns_client_feed/181000001/20240829/1724905999942-25fc09f7cd.jpeg/thumb?area=105&is_public=true)
![Why is nvidia selling in advance? Is there a possibility of a turnaround? Blackwell, an AI semiconductor, is expected to perform well! [Summary of Financial Results]](https://sgsnsimg.moomoo.com/sns_client_feed/181000001/20240829/c69004e78270208db2104af5984d1d33.png/thumb?area=105&is_public=true)
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"Investing God" Warren Buffett led $Berkshire Hathaway-A (BRK.A.US)$On the 28th, surpassing 1 trillion dollarsand become the 9th company in the world to achieve a market capitalization of 1 trillion dollarsbecame. Berkshire's market capitalization has increased by over 218 billion dollars this year, and this increase amount is $American Express (AXP.US)$, $McDonald's (MCD.US)$, $Cisco (CSCO.US)$, $Wells Fargo & Co (WFC.US)$It is higher than the market capitalization of other companies such as sell. In addition,August 30th is Buffett's birthdayAchieving a market capitalization of 1 trillion dollars is significant for Mr. Buffett.would be.would.
Eight other companies, including seven high-tech companies in the US stock market, have already achieved or temporarily achieved this milestone. $NVIDIA (NVDA.US)$
Eight other companies, including seven high-tech companies in the US stock market, have already achieved or temporarily achieved this milestone. $NVIDIA (NVDA.US)$
Translated
![Warren Buffett's Berkshire stock hits a new high, with a market capitalization exceeding 1 trillion dollars! The perfect birthday present for Mr. Buffett!?](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20240828/928cd056e78f1142c558fa8a25dc4287.png/thumb?area=105&is_public=true)
![Warren Buffett's Berkshire stock hits a new high, with a market capitalization exceeding 1 trillion dollars! The perfect birthday present for Mr. Buffett!?](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20240828/7d6a09ea082d24059b7347ea990f3bf3.png/thumb?area=105&is_public=true)
![Warren Buffett's Berkshire stock hits a new high, with a market capitalization exceeding 1 trillion dollars! The perfect birthday present for Mr. Buffett!?](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20240828/eae13a27e18c69af4ca91fdf01ba1fcc.png/thumb?area=105&is_public=true)
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「Black Monday in Reiwa” From the big crash of the Tokyo stock market on 8/5 which is also called3 weekshas passed. From the 5th to the 23rdTOPIX rebounded 20.5%. In 33 industries on the Tokyo Stock ExchangeThe industry that rebelled the most was “non-ferrous metals”and,”insurance business」「Securities and commodity futures trading” continued. The rise in “non-ferrous metals” involves handling optical fibers and electric wires $Fujikura (5803.JP)$contributed. What about Fujikura $Sumitomo Electric Industries (5802.JP)$ 、 $Furukawa Electric (5801.JP)$Along with, it is regarded as a corner of the “Densen Gosanke.” The strong performance of optical fiber for data centers was well received,Stock prices rose 81.8% over the same period, rapidly rising 3.7 times year to dateI did it.
◆ $Fujikura (5803.JP)$
Fujikura is on the 8th for the fiscal year ending 25/3Full yearBoth earnings were revised upward,The operating profit forecast was raised 27% from the previous one. Demand for AI data centers is expected to continue to expand. The annual dividend forecast was also raised to 65 yen (the previous forecast was 55 yen). Announced on the same day1Q operating profit increased 94.5% year over year2 of...
◆ $Fujikura (5803.JP)$
Fujikura is on the 8th for the fiscal year ending 25/3Full yearBoth earnings were revised upward,The operating profit forecast was raised 27% from the previous one. Demand for AI data centers is expected to continue to expand. The annual dividend forecast was also raised to 65 yen (the previous forecast was 55 yen). Announced on the same day1Q operating profit increased 94.5% year over year2 of...
Translated
![3 stocks that have risen furiously! Was the August crash a “scratch”? Fujikura's stock price has increased 3.7 times since the beginning of the year](https://sgsnsimg.moomoo.com/sns_client_feed/181000001/20240823/9f936eaaa5617b74a0f1fb14db337d5e.jpg/thumb?area=105&is_public=true)
![3 stocks that have risen furiously! Was the August crash a “scratch”? Fujikura's stock price has increased 3.7 times since the beginning of the year](https://sgsnsimg.moomoo.com/sns_client_feed/181000001/20240823/f1c8db1dd7847c6d3823feb468d1d849.jpg/thumb?area=105&is_public=true)
![3 stocks that have risen furiously! Was the August crash a “scratch”? Fujikura's stock price has increased 3.7 times since the beginning of the year](https://sgsnsimg.moomoo.com/sns_client_feed/181000001/20240823/6c85d8c3db9414b2d7188900cb49268a.jpg/thumb?area=105&is_public=true)
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