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【📝四季報最新号コメント📝】
2024年夏号のポイントをまとめます。
是非、多くの投資家の皆さんに見てもらいたいです٩( ᐛ )و
⚫︎2024年度予想営業利益(2024年4月期~2025年3月期、対象3635社)
・全業種:7.1%増益予想
・製造業:9.1%増益予想
・非製造業:4.4%増益予想
⚫︎業種別今期営業利益予想
・化学:前期比36.7%増の大幅増益予想
・自動車関連と半導体関連の電子材料が好調
・レゾナック、旭化成、日東電工が好調
・半導体関連:機械や電気機器も高い増益率
・東京エレクトロン、ディスコ、ローツェが伸長
・サービス業や小売業が高い増益率
・コロナ禍からの改善、訪日客の拡大が影響
・DX支援やECなどの成長
⚫︎減益予想業種
・電気・ガス業
・燃料安の一服と料金反映の遅れ
・鉄鋼、石油・石炭製品、鉱業
・市況高の一服による減益予想
⚫︎注目点
・増配企業の増加
・増配に触れられた企業は1100社以上
・中期計画等で配当性向を掲げ、減益見通しでも増配を行う企業の増加
・自己株取得を含めた総還元性向やDOE(...
2024年夏号のポイントをまとめます。
是非、多くの投資家の皆さんに見てもらいたいです٩( ᐛ )و
⚫︎2024年度予想営業利益(2024年4月期~2025年3月期、対象3635社)
・全業種:7.1%増益予想
・製造業:9.1%増益予想
・非製造業:4.4%増益予想
⚫︎業種別今期営業利益予想
・化学:前期比36.7%増の大幅増益予想
・自動車関連と半導体関連の電子材料が好調
・レゾナック、旭化成、日東電工が好調
・半導体関連:機械や電気機器も高い増益率
・東京エレクトロン、ディスコ、ローツェが伸長
・サービス業や小売業が高い増益率
・コロナ禍からの改善、訪日客の拡大が影響
・DX支援やECなどの成長
⚫︎減益予想業種
・電気・ガス業
・燃料安の一服と料金反映の遅れ
・鉄鋼、石油・石炭製品、鉱業
・市況高の一服による減益予想
⚫︎注目点
・増配企業の増加
・増配に触れられた企業は1100社以上
・中期計画等で配当性向を掲げ、減益見通しでも増配を行う企業の増加
・自己株取得を含めた総還元性向やDOE(...
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Kouchan
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Kouchan
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Kouchan
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Eventually, the Nikkei Average and TOPIX became negative, and today's Japanese stocks landed negative for all indices. The Nikkei Average assumes a line of 35,000 yen. There is a sign that it is likely to rise, but it is falling little by little in the direction of the line.
TOPIX also has a similar shape, but here the line is placed above the window opening. I'm going to look at this as one target.
The Mothers stopped on a spectacular line as explained. There is absolutely nothing technical, but if you look closely, you can't make a fool of it, and it's also important to have your own standards for stocks no matter what, and it also works well in that sense. So tomorrow is the match.
Overseas purchases have been overbought since the beginning of the year due to trading trends by investor. Meanwhile, individuals are simply overselling. Since the Nikkei Average moves in the same way as overseas, you can clearly see how strong foreign money is and how individuals go the opposite way. Japanese individual investors seem to like going against each other, and even looking at this kind of data, they still don't understand the meaning of going against each other. Of course, there's no problem with those who win with it. I'm an overwhelmingly progressive person, and I've never recommended going against it.
When it comes to investing, it's important not to lose. And the stock price is the market...
TOPIX also has a similar shape, but here the line is placed above the window opening. I'm going to look at this as one target.
The Mothers stopped on a spectacular line as explained. There is absolutely nothing technical, but if you look closely, you can't make a fool of it, and it's also important to have your own standards for stocks no matter what, and it also works well in that sense. So tomorrow is the match.
Overseas purchases have been overbought since the beginning of the year due to trading trends by investor. Meanwhile, individuals are simply overselling. Since the Nikkei Average moves in the same way as overseas, you can clearly see how strong foreign money is and how individuals go the opposite way. Japanese individual investors seem to like going against each other, and even looking at this kind of data, they still don't understand the meaning of going against each other. Of course, there's no problem with those who win with it. I'm an overwhelmingly progressive person, and I've never recommended going against it.
When it comes to investing, it's important not to lose. And the stock price is the market...
Translated
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Kouchan
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I don't spend money on slightly expensive things like UberEats, but you should invest in information even if it's a bit more expensive. The more capable you are of earning through investments, the less you'll struggle. Sometimes just by spending money, great ideas can emerge, leading to earnings of millions or tens of millions of yen. Instead of being stingy in strange ways, quickly elevate yourself to higher levels and you'll see quicker progress in life and higher happiness. It's a common problem that too many people misuse their money. Oh, and that doesn't mean you should buy strange investment information like some kind of fishing scheme.
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Kouchan
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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 32402.41 yen, 168.62 yen lower than the previous business day
● Bank of Japan postpones additional mitigation revisions and decides to maintain the current state of monetary policy and advances yen depreciation
● Respond appropriately to excessive fluctuations in exchange rates without eliminating all options - Finance Minister Suzuki
● Service prices rise 2.0% for 2 consecutive months for the first time in 30 years
● Notable stocks: $Sumitomo Mitsui Financial Group (8316.JP)$、 $Mitsubishi UFJ Financial Group (8306.JP)$、 $Mitsui Fudosan (8801.JP)$etc
-MooMoo News Japan Stock Zeber
Market Overview
In today's Tokyo stock market, the Nikkei Stock Average ended at 32402.41 yen, down 168.62 yen from the previous business day, and the TSE stock price index (TOPIX) fell 7.14 points to 2376.27.
Top news
Update - [Breaking News] Bank of Japan postpones additional mitigation revisions and decides to maintain current monetary policy and depreciates yen
...
●The Nikkei Stock Average ended at 32402.41 yen, 168.62 yen lower than the previous business day
● Bank of Japan postpones additional mitigation revisions and decides to maintain the current state of monetary policy and advances yen depreciation
● Respond appropriately to excessive fluctuations in exchange rates without eliminating all options - Finance Minister Suzuki
● Service prices rise 2.0% for 2 consecutive months for the first time in 30 years
● Notable stocks: $Sumitomo Mitsui Financial Group (8316.JP)$、 $Mitsubishi UFJ Financial Group (8306.JP)$、 $Mitsui Fudosan (8801.JP)$etc
-MooMoo News Japan Stock Zeber
Market Overview
In today's Tokyo stock market, the Nikkei Stock Average ended at 32402.41 yen, down 168.62 yen from the previous business day, and the TSE stock price index (TOPIX) fell 7.14 points to 2376.27.
Top news
Update - [Breaking News] Bank of Japan postpones additional mitigation revisions and decides to maintain current monetary policy and depreciates yen
...
Translated
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