【📝 Comment on the latest issue of the Quarterly Report 📝】
Here is a summary of the key points of the 2024 summer issue.
By all means, I want many investors to take a look ()
⚫ ︎ Expected operating profit for 2024 (fiscal year ending 2024/4 to fiscal year ending 2025/3, target 3635 companies)
・All industries: 7.1% increase in profit forecast
・Manufacturing industry: 9.1% increase in profit forecast
・Non-manufacturing industry: 4.4% increase in profit forecast
　
⚫ ︎ Current fiscal year operating profit forecast by industry
・Chemical: Expected significant increase in profit of 36.7% from the previous fiscal year
・Automotive-related and semiconductor-related electronic materials are doing well
・Resonac, Asahi Kasei, and Nitto Denko are doing well
　
・Semiconductor-related: Machinery and electrical equipment also have a high profit growth rate
・Tokyo Electron, Disco, and Roze grow
　
・The service industry and retail industry have a high profit growth rate
・Improvements from the COVID-19 pandemic and the expansion of visitors to Japan have an impact
・Growth in DX support, EC, etc.
　
⚫ ︎ Industries that anticipate a decrease in profit
・Electricity/gas industry
・Reduced fuel and delays in price reflection
　
・Steel, petroleum and coal products, mining
・Expected decline in profit due to high market conditions
　
⚫ ︎ Points of interest
・Increase in companies increasing dividends
・More than 1100 companies have been affected by dividend increases
・Increase in the number of companies that set dividend payout ratios in medium-term plans, etc., and increase dividends even when profit is expected to decline
・Total return ratio, including share acquisitions, and DOE (...

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...

You don't spend money on things that are even slightly expensive, such as UberEats, but if it's investment information, you should use it even if it's slightly expensive. The more you have the ability to earn money by investing, the less trouble you have. There are times when just an idea is born by spending money, and you can earn millions of yen or tens of millions of yen. If you take yourself to great heights without being stingy about strange things, your life will improve faster and your level of happiness is higher. The problem is that there are too many people who make mistakes in where to spend their money. Oh, that doesn't mean you can't buy investment information that looks like weird fishing, that's not the case.