taka shun
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Today on the 12th, first of all, the SQ value is 41,531 yen.
The NASDAQ fell close to 2% due to the US CPI, and it was impossible to predict that it would move this far. The CPI itself was better than expected, and interest rates dropped, so I thought it would pass safely.
And if the Ministry of Finance intervened in the exchange rate, I could only think that they were kidding.
I think it was in line with interest rate movements from CPI, but the Japanese market was the night before SQ, and I think it would be terrible no matter how much it had nothing to do with it.
I can't help but complain that it's worse than in the Trump era lol and it's an SQ value attack and defense, but the 5MA is still improving. If this goes down, it will be a short sign, so be prepared.
The NASDAQ fell close to 2% due to the US CPI, and it was impossible to predict that it would move this far. The CPI itself was better than expected, and interest rates dropped, so I thought it would pass safely.
And if the Ministry of Finance intervened in the exchange rate, I could only think that they were kidding.
I think it was in line with interest rate movements from CPI, but the Japanese market was the night before SQ, and I think it would be terrible no matter how much it had nothing to do with it.
I can't help but complain that it's worse than in the Trump era lol and it's an SQ value attack and defense, but the 5MA is still improving. If this goes down, it will be a short sign, so be prepared.
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taka shun
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I'm paying attention to whether gold can break out above the trend line of the downtrend channel
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Financial results for major semiconductor-related companies have been completed. What is each company's stock priceImproving semiconductor market conditionsbyPerformance recovery expectationsSince it was factored in quite a bit, it's conservativeDisappointing sales in response to earnings forecast announcementsstood out.
In the regular stock exchange of the Nikkei Stock Average in April this year, semiconductor-related stocks $Disco (6146.JP)$with $Socionext (6526.JP)$has been newly adopted, and the Nikkei AverageAn index that is also susceptible to semiconductor-related headlinesIt became.5/22 (early morning Japan time on the 23rd)Is a major US semiconductor company leading advanced products $NVIDIA (NVDA.US)$Financial results for the fiscal year ending February to April are being announced, and the announcement includes 7 companiesShaking up the Nikkei Stock AverageThe chances are very high.7 major semiconductor-related stock companies with high weight (composition ratio) in the Nikkei AverageWe confirmed the financial results points, the current position of stock prices, and the analysts' views. (Note: Lasertech only accounts for the 3rd quarter of the fiscal year ending 2014/6; the rest are full year accounts for the fiscal year ending 24/3)
[Overview]
▼5 out of 7The stock price of will be on the business day after the financial results are announcedwhereabouts。 $Screen Holdings (7735.JP)$,...
In the regular stock exchange of the Nikkei Stock Average in April this year, semiconductor-related stocks $Disco (6146.JP)$with $Socionext (6526.JP)$has been newly adopted, and the Nikkei AverageAn index that is also susceptible to semiconductor-related headlinesIt became.5/22 (early morning Japan time on the 23rd)Is a major US semiconductor company leading advanced products $NVIDIA (NVDA.US)$Financial results for the fiscal year ending February to April are being announced, and the announcement includes 7 companiesShaking up the Nikkei Stock AverageThe chances are very high.7 major semiconductor-related stock companies with high weight (composition ratio) in the Nikkei AverageWe confirmed the financial results points, the current position of stock prices, and the analysts' views. (Note: Lasertech only accounts for the 3rd quarter of the fiscal year ending 2014/6; the rest are full year accounts for the fiscal year ending 24/3)
[Overview]
▼5 out of 7The stock price of will be on the business day after the financial results are announcedwhereabouts。 $Screen Holdings (7735.JP)$,...
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The consolidated financial results for the fiscal year ending 2014/3 of the five major trading companiesDecline in resource pricesDue to the effects of4 companies reduced profitsIt became. About the fiscal year ending 25/3Non-resource businessIs strong $ITOCHU (8001.JP)$While 3 companies, etc. anticipate an increase in profit, $Mitsubishi (8058.JP)$etc., 2 companies predicted a decline in profit,Light and darkhas split. However, company-wideActive stance on shareholder returnsIt has rather strengthened, and the total return amount combined with dividends from the five companies and stock buybacks has risen to a record high of 1.9 trillion yen. There is also a possibility that investment by activist funds had an impact in part.
A US investment company that holds approximately 9% of the issued shares of 5 companies $Berkshire Hathaway-A (BRK.A.US)$Warren Buffett, a famous investor, talked about investing in Japanese trading companies at the company's annual general shareholders' meeting on the 4th of this month”Very satisfied” (Jiji Press) said. Previously, he suggested holding up to 9.9%,Room for additional investmentThere's still more left. A business with room for an increase...
A US investment company that holds approximately 9% of the issued shares of 5 companies $Berkshire Hathaway-A (BRK.A.US)$Warren Buffett, a famous investor, talked about investing in Japanese trading companies at the company's annual general shareholders' meeting on the 4th of this month”Very satisfied” (Jiji Press) said. Previously, he suggested holding up to 9.9%,Room for additional investmentThere's still more left. A business with room for an increase...
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taka shun : Exchange intervention, really... Bank of Japan