books hill
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Everyone”Nikkei Average PER”If you watch,Index basedorweighted averageor which one are you watching?
And which one do you think is correct?
The Nikkei average PER was introduced as 22.70 times in Mosate this morning, and “is it that expensive?” “What kind of calculation?” I found a post on X saying, “It's not that expensive, is it?”
After refusing to say that this is my theory from here on out,Which is correct, exponential base or weighted average?Let's take a look at these discussions in order.
firstThe Nikkei average PER of 22.70 times is an “index based” storyIt is.
However, as of yesterday, it was 21.76 times higher, so when was the data used? That's right. The figure around 22.7 times is the figure in mid-May, and it has dropped about 1 times since then.
Well, aside from the minor differences,In Mosate they talk on an “exponential basis”That's it. On the other hand, I explained in videos etc. that the Nikkei average PER is 16.58 times, but this”weighted averageIt's a story about”.
So, hereWhich is correct, “exponential base” or “weighted average”?It's going to be a story called.
Conclusion: Either is fine, but if investment results are important, it's worth it now...
And which one do you think is correct?
The Nikkei average PER was introduced as 22.70 times in Mosate this morning, and “is it that expensive?” “What kind of calculation?” I found a post on X saying, “It's not that expensive, is it?”
After refusing to say that this is my theory from here on out,Which is correct, exponential base or weighted average?Let's take a look at these discussions in order.
firstThe Nikkei average PER of 22.70 times is an “index based” storyIt is.
However, as of yesterday, it was 21.76 times higher, so when was the data used? That's right. The figure around 22.7 times is the figure in mid-May, and it has dropped about 1 times since then.
Well, aside from the minor differences,In Mosate they talk on an “exponential basis”That's it. On the other hand, I explained in videos etc. that the Nikkei average PER is 16.58 times, but this”weighted averageIt's a story about”.
So, hereWhich is correct, “exponential base” or “weighted average”?It's going to be a story called.
Conclusion: Either is fine, but if investment results are important, it's worth it now...
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books hill
liked
Even people who aren't really interested in current affairs recentlyJapanese and US stock prices hit record highsHave you ever seen the news that they did it?
Right now,The Japanese and US stock markets are on an upward trend and hit record highs many timesI'm doing it. particularlyJapanese stocks since the beginning of February were finally able to surpass the highest value of the Nikkei Stock Average, which had not been surpassed since the bubble period, after 34 years! Also, in March, it was possible to break through 40,000 yen for the first time。
What is driving the recent stock prices in Japan and the US is quiteArtificial intelligence (AI) and semiconductorsThat's it. As shown by the high level of attention paid to the generative AI “ChatGPT,” AI is expected to drastically change our business and life in the future.The fields where AI can play an active role, such as autonomous driving, robots, space-related matters, medical care, etc., are expanding infinitelyIt can also be said.
andDemand for semiconductors, which are essential for AI development, is also rapidly increasingI'm doing it.The entire stock market is now movingWithin the AI/semiconductor sector, which seems to beSome stocks with the most momentumIf you hold it down, it's great for grasping stock market trends...
Right now,The Japanese and US stock markets are on an upward trend and hit record highs many timesI'm doing it. particularlyJapanese stocks since the beginning of February were finally able to surpass the highest value of the Nikkei Stock Average, which had not been surpassed since the bubble period, after 34 years! Also, in March, it was possible to break through 40,000 yen for the first time。
What is driving the recent stock prices in Japan and the US is quiteArtificial intelligence (AI) and semiconductorsThat's it. As shown by the high level of attention paid to the generative AI “ChatGPT,” AI is expected to drastically change our business and life in the future.The fields where AI can play an active role, such as autonomous driving, robots, space-related matters, medical care, etc., are expanding infinitelyIt can also be said.
andDemand for semiconductors, which are essential for AI development, is also rapidly increasingI'm doing it.The entire stock market is now movingWithin the AI/semiconductor sector, which seems to beSome stocks with the most momentumIf you hold it down, it's great for grasping stock market trends...
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books hill
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Good evening to all Moomoo users!![]()
This is the reading for tonight's NY stock.![]()
Market Overview
The US market started, and the Dow Jones Industrial Average, which consists of excellent stocks, rose 116.09 dollars to 38356.07 dollars, and the Nasdaq Composite Stock Price Index, which has a high high-tech stock ratio, rose 74.24 points to 15525.55. The S&P 500 average, which consists of stocks of 500 major US companies, is 18.25 points higher at 5028.85.
$Dow Jones Industrial Average(.DJI.US$
$Nasdaq Composite Index(.IXIC.US$
$S&P 500 Index(.SPX.US$
Top news
The FRB's lag and the Bank of Japan's move ahead of schedule, and the specter of monetary policy that bothers investors = Kumano Hideo
There is severe adjustment pressure on Japanese and US stock prices. This is because the expected start of interest rate cuts by the US Federal Reserve (FRB) seems to be behind schedule from June, which was initially anticipated by the market.
The decline in US stocks is not over yet - Goldman Rubner
To prepare for a further decline in US stocks, a Goldman Sachs Group tactical specialist...
Market Overview
The US market started, and the Dow Jones Industrial Average, which consists of excellent stocks, rose 116.09 dollars to 38356.07 dollars, and the Nasdaq Composite Stock Price Index, which has a high high-tech stock ratio, rose 74.24 points to 15525.55. The S&P 500 average, which consists of stocks of 500 major US companies, is 18.25 points higher at 5028.85.
$Dow Jones Industrial Average(.DJI.US$
$Nasdaq Composite Index(.IXIC.US$
$S&P 500 Index(.SPX.US$
Top news
The FRB's lag and the Bank of Japan's move ahead of schedule, and the specter of monetary policy that bothers investors = Kumano Hideo
There is severe adjustment pressure on Japanese and US stock prices. This is because the expected start of interest rate cuts by the US Federal Reserve (FRB) seems to be behind schedule from June, which was initially anticipated by the market.
The decline in US stocks is not over yet - Goldman Rubner
To prepare for a further decline in US stocks, a Goldman Sachs Group tactical specialist...
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books hill
voted
● $Microsoft(MSFT.US$Is4/25 (local) after closingFinancial results for Q3 (January-March) are scheduled to be announced on
●Market sales for 24Q3 compared to the same period last year15.14% increase to 60.857 billionDollar and EPS compared to the same period last year$2.83, up 15.41%Expected.
● Analysts say Microsoft's corporate business and AI products are growing continuouslyMaintaining good momentumI'm watching
● Microsoft'sCloud DivisionThe growth of attention is being paid to,Once again a revenue driverPossibility of becoming
●The latest information on AI plansThere is a possibility that it will be announced, and analysts point out that Microsoft is in an advantageous position for AI-led growth
●What is the next growth catalyst for Microsoft stockAccelerating key AI product cyclesWhen it becomes BofA
● The majority of analysts who research Microsoft stocks are bullish, and out of 57 people, 54 people buy and 3 evaluate them as hold
Microsoft in the US is scheduled to announce financial results for the 24th Q3 (January-March) after closing locally on 4/25. According to market consensus, in the 24-Q3 (January-March) earnings forecast, sales are year-on-year15.1...
●Market sales for 24Q3 compared to the same period last year15.14% increase to 60.857 billionDollar and EPS compared to the same period last year$2.83, up 15.41%Expected.
● Analysts say Microsoft's corporate business and AI products are growing continuouslyMaintaining good momentumI'm watching
● Microsoft'sCloud DivisionThe growth of attention is being paid to,Once again a revenue driverPossibility of becoming
●The latest information on AI plansThere is a possibility that it will be announced, and analysts point out that Microsoft is in an advantageous position for AI-led growth
●What is the next growth catalyst for Microsoft stockAccelerating key AI product cyclesWhen it becomes BofA
● The majority of analysts who research Microsoft stocks are bullish, and out of 57 people, 54 people buy and 3 evaluate them as hold
Microsoft in the US is scheduled to announce financial results for the 24th Q3 (January-March) after closing locally on 4/25. According to market consensus, in the 24-Q3 (January-March) earnings forecast, sales are year-on-year15.1...
Translated
![[Earnings Preview] Focus on the growth of Microsoft, AI, Azure Cloud, and Copilot!](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20240422/d8fa21a9d03de069bcd73b32c43b7dfb.png?area=105&is_public=true/thumb)
![[Earnings Preview] Focus on the growth of Microsoft, AI, Azure Cloud, and Copilot!](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20240422/9e7c449910a0e224372816f2a0f977d8.png?area=105&is_public=true/thumb)
![[Earnings Preview] Focus on the growth of Microsoft, AI, Azure Cloud, and Copilot!](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20240422/4fceae693fab4dfde29ad1145ad70e42.png?area=105&is_public=true/thumb)
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books hill
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Today, let's write about the essence that would be rough on X or YouTube.
The title is “Chart Explanation Full of Mistakes”!
It's coming down right now, but in general chart explanations and textbook-like stories, it's “when you get an autograph.” This is correct from a medium- to long-term perspective, but it doesn't work in the short or short term.
Each chart has a time axis they are good at, and the criteria for judgment also differ on each time axis.
And we have to change the way we capture the trade signs that come out of that chart depending on the time axis.
eg
・Golden cross (GC) /dead cross (DC) with moving average and MACD systems
・When the Overcast or Key Points sign lights up
・If you break a cash register or trend line or get pushed back
etc. will be explained as trade signs, right?
All of these are based on a “trend following” type of thinking that works in the medium term and above as a time axis.
Even in the medium term, the axis of trade and investment changes depending on the period.
I'm focusing on options, so I base it on a monthly basis. The medium term is 1 month, the short term is around 1 week, the long term is 3 months to 1 year, and the short term is 2-3 days...
The title is “Chart Explanation Full of Mistakes”!
It's coming down right now, but in general chart explanations and textbook-like stories, it's “when you get an autograph.” This is correct from a medium- to long-term perspective, but it doesn't work in the short or short term.
Each chart has a time axis they are good at, and the criteria for judgment also differ on each time axis.
And we have to change the way we capture the trade signs that come out of that chart depending on the time axis.
eg
・Golden cross (GC) /dead cross (DC) with moving average and MACD systems
・When the Overcast or Key Points sign lights up
・If you break a cash register or trend line or get pushed back
etc. will be explained as trade signs, right?
All of these are based on a “trend following” type of thinking that works in the medium term and above as a time axis.
Even in the medium term, the axis of trade and investment changes depending on the period.
I'm focusing on options, so I base it on a monthly basis. The medium term is 1 month, the short term is around 1 week, the long term is 3 months to 1 year, and the short term is 2-3 days...
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books hill
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Today's 4th is TMA.
Or rather, it seems that there was a rebound because the value of the US ISM non-manufacturing industry was a good number for the stock market and the effects of the Taiwan earthquake became visible.
I couldn't have predicted that NY would get this strong after yesterday's ISM results.
The white TMA line in the center remains elevated due to today's rise. In the medium term, it did not collapse into a decline and remained in the range. The sense of security that the decline has stopped + after all, it seems that everything from the mood where Japanese stocks are still strong to employment statistics will move steadily in the 40,000 yen range.
Or rather, it seems that there was a rebound because the value of the US ISM non-manufacturing industry was a good number for the stock market and the effects of the Taiwan earthquake became visible.
I couldn't have predicted that NY would get this strong after yesterday's ISM results.
The white TMA line in the center remains elevated due to today's rise. In the medium term, it did not collapse into a decline and remained in the range. The sense of security that the decline has stopped + after all, it seems that everything from the mood where Japanese stocks are still strong to employment statistics will move steadily in the 40,000 yen range.
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books hill
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4/3 is the break point.
As explained in the video uploaded last night, it fell to the bottom and accelerated this morning.
As of 9:30, it has returned to 39500 with a lower beard, and it seems that buying and selling collided once at the 39500 milestone. However, the 25MA is broken, and it remains in a pretty dangerous situation with US interest rates, crude oil, and BTC. There is still a high possibility that there will be a big drop, so be careful.
That said, if there is a steady return, it's still a good stage to buy it.
There is a high possibility that there is a high possibility that there will be a big change in today's US ISM non-manufacturing industry and employment statistics. Continued attention must be paid.
I think the people watching here have come from my YouTube channel in the first place, but I'll post a link to the 4/3 video that was uploaded on the night of 4/2 for those who know about it with this moomoo app.
Be sure to check out this breakpoint chart.
[Nikkei 225 Option Discussion] 4/3 Bitcoin plummeted! Watch out for simultaneous global stock depreciation!
As explained in the video uploaded last night, it fell to the bottom and accelerated this morning.
As of 9:30, it has returned to 39500 with a lower beard, and it seems that buying and selling collided once at the 39500 milestone. However, the 25MA is broken, and it remains in a pretty dangerous situation with US interest rates, crude oil, and BTC. There is still a high possibility that there will be a big drop, so be careful.
That said, if there is a steady return, it's still a good stage to buy it.
There is a high possibility that there is a high possibility that there will be a big change in today's US ISM non-manufacturing industry and employment statistics. Continued attention must be paid.
I think the people watching here have come from my YouTube channel in the first place, but I'll post a link to the 4/3 video that was uploaded on the night of 4/2 for those who know about it with this moomoo app.
Be sure to check out this breakpoint chart.
[Nikkei 225 Option Discussion] 4/3 Bitcoin plummeted! Watch out for simultaneous global stock depreciation!
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books hill
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3/29 is Bollinger Bands.
+1 σ is 40240 yen, and 5 ma is 40410 yen, so the upper meds and lower meds are fighting and defending around here.
Last night's NY went from -0.1% to +0.1%, and each index was almost flat. Among them, I think Japanese stocks are moving at an autonomous rebound level that fell yesterday around +0.5%. After all, yesterday's decline was probably just in the category of supply-demand adjustments.
That said, there is still long supply and demand, so I think it's good and flat if there is no need to make a firm purchase, and -1000 yen if bad.
I think it is a trend of confirming employment statistics with the US PCE in a defensive position centered around 39500-40500 and 40000 yen.
+1 σ is 40240 yen, and 5 ma is 40410 yen, so the upper meds and lower meds are fighting and defending around here.
Last night's NY went from -0.1% to +0.1%, and each index was almost flat. Among them, I think Japanese stocks are moving at an autonomous rebound level that fell yesterday around +0.5%. After all, yesterday's decline was probably just in the category of supply-demand adjustments.
That said, there is still long supply and demand, so I think it's good and flat if there is no need to make a firm purchase, and -1000 yen if bad.
I think it is a trend of confirming employment statistics with the US PCE in a defensive position centered around 39500-40500 and 40000 yen.
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books hill
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It's already in front of the Bank of Japan, so it's just an immediate move. 5 minute chart.
The overtime SP slowly dropped, and Nikkei, which had gone too far, was also cheap. But TOPIX is solid, so it's almost all wait-and-see.
If you lower it before the presentation, the image of it exploding after the presentation is imprinted on it.
The overtime SP slowly dropped, and Nikkei, which had gone too far, was also cheap. But TOPIX is solid, so it's almost all wait-and-see.
If you lower it before the presentation, the image of it exploding after the presentation is imprinted on it.
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books hill : Thank you for always sharing information.
When I started stocks, I was wondering which one was correct, index-based or weighted average.
So, when I asked my senior who recommended stocks, I was reminded that the answer was, “It is natural for any standard to be based on standards used by more people before it is correct or incorrect, because it is natural for stock prices and claims to move in a direction where there are many people who support it,” and I felt that my scales fell from my eyes.
Well, if you think about it carefully, it's a matter of course...