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●The Nikkei Average ended at 35909.70 yen, 2216.63 yen lower than the previous business day
● The triple shock hit Japanese stocks with the Nikkei average depreciation of 2000 yen
● Bank stocks plummeted for the first time in over 4 years, loan concerns due to deterioration in the US economy - 40% high rebound since the beginning of the year
● Be wary of the impact on fee revenue due to a sharp drop in securities stocks such as Yamato and the Nikkei average of over 2000 yen at one time ◇
●Semiconductor-related stocks plummeted due to a sharp decline in the US semiconductor index
● Attention to the handle: $Nippon Steel (5401.JP)$、 $Daiwa Securities Group (8601.JP)$、 $Mitsubishi UFJ Financial Group (8306.JP)$、 $Tokyo Electron (8035.JP)$etc
ー MooMoo News Japanese stock Sherry
Market Overview
Today's Nikkei Stock Average is 35909.70 yen, down 2216.63 yen from the previous business day...

$Arm Holdings (ARM.US)$
Arm Holdings Q1 FY2025 earnings conference call is scheduled for July 31 at 5:00 PM ET /August 1 at 5:00 AM SGT /August 1 at 7:00 AM AEST. Subscribe to join the live earnings conference with management NOW!
Beat or Miss?
What do you expect from Arm Holdings' Q1 earnings? Will the company beat or miss the estimates? Make sure to click the "Book" button to get what managements have to say!
Disclaimer:
This presentation is for i...

$Meta Platforms (META.US)$
Meta Platforms Q2 2024 earnings conference call is scheduled for July 31 at 5:00 PM ET /August 1 at 5:00 AM SGT /August 1 at 7:00 AM AEST. Subscribe to join the live earnings conference with management NOW!
Beat or Miss?
What do you expect from Meta Platforms' Q2 earnings? Will the company beat or miss the estimates? Make sure to click the "Book" button to get what managements have to say!
Disclaimer:
This presentation is ...

$Arm Holdings (ARM.US)$IsAfter closing on 7/31 (local time)Financial results are scheduled to be announced on
●The stock price has fallen 20% from the high price, and if the financial results are good, there is a possibility that it will trigger a stock price reversal. What are the points of interest
　1)Pay attention to guidance rather than actual results to see if business performance recovery continues
　2)The main smartphone market is showing signs of recovery, and the company's loyalty revenue is positive, and if the replacement cycle is accelerated with AI smartphones, a tailwind
　3)Whether there is progress in the data center and AI PC markets, which are future growth fields
●Is the risk of stock price fluctuations immediately after financial results are announced, are earnings forecasts important in the medium to long term, and AI market trends in the short term
1) Pay attention to guidance rather than actual results as to whether business performance recovery continues
First of all, in the current financial results, attention is being paid to whether the 1Q results show a recovery in performance according to advance guidance from the company side and market predictions. Since Arm went public in 2023/9, sales and adjusted EPS (earnings per share) have exceeded market expectations for 3 consecutive quarters. Next, pay attention to guidance. Stock prices are more contrary to expectations for future results than in the past...

Of a major US tech company $Microsoft (MSFT.US)$We announced financial results for April-6 (fourth quarter) after closing locally for 30 days. Although sales and profits maintained double-digit growth, the rate of increase in the “Azure” business slowed on a quarterly basis, leading to disappointment among Wall Street investors. There were also situations where stock prices plummeted by close to 8% after financial results were announced.
Capital expenditure surged 77.6% from the previous year, mostly AI-related expenses. Furthermore, it was stated that future capital expenditure will also be increased.
Also, sales of Xbox content and services increased 61%, and the acquisition of Activision contributed greatly.
The company announced FY25Q1 guidance at the financial results briefing. Sales for the first quarter were 638 to 64.8 billion dollars, and the market forecast was 65.07 billion dollars. Based on a constant exchange rate, “Azure” is expected to grow 28% to 29% compared to the same period last year, Intelligent Cloud is expected to grow 18% to 20% of 286 to 28.9 billion dollars, and More Personal Computing is expected to grow 9% to 12%.
Growth of the cloud service “Azure” is slowing
Microsoft's FY24Q4 decision...

●Meta7/31 (local) after closingFinancial results for Q2 (April-6) will be announced on
● Ad revenue increased by about 20%? Will Reels and AI Drive Meta's Growth
● AI is boosting the rapid increase in the number of Facebook, Threads, and WhatsApp users
● City will benefit from AI growth, and both sales and operating income will achieve growth, but capital investment is expected to expand to 9.6 billion dollars, an increase of 43.3% from the previous fiscal year.
● “Llama 3.1,” which was released by Meta, may have a broad impact on AI development
$Meta Platforms (META.US)$isFinancial results for the 24th Q2 (April-June) will be announced after the local closing on 7/31. Meta's in preparation for the 2nd quarter financial resultsnumber of users、The strength of ad revenue、capital expenditure、The state of the AI business,After the announcement of the most recent AI modelAn update on artificial intelligence (AI) plansetc. will be the focus of attention in the market.
According to market forecasts, Meta's second quarterSales increased 19.64% year over year to 38.284 billion dollars、Earnings per share increased 59.34% to $4.75It becomes. However, the city...

● $Toyota Motor (7203.JP)$is scheduled to announce financial results for the first quarter (April-June) of the fiscal year ending 2025/3 on 8/1.
● By company for the fiscal year ending 2025/3The full-year earnings forecast is often viewed as a “conservative figure” in the market. The first quarter financial results are assumed to exceed the full-year forecast divided into 4 equal partsIt will be done.
● The estimated exchange rate is 1 dollar = 145 yen, but during the period 1 dollar = 150 yen range,Foreign exchange gains also boost performanceSeems like that. HoweverThe yen is currently appreciating, and if the appreciation of the yen continues, it will lead to a decrease in exchange gains from the 2nd quarter onwards。
● Following the fact that certification fraud issues by group companies were discovered one after another until fiscal year 23, certification fraud was also revealed at Toyota itself in 24/6.Production of some models continues to be suspended, and there will be an impact from the 2nd quarter onwardsThat is unavoidable.
● Amid the headwinds of a decline in domestic production due to certification fraud issues and an appreciation of the yen, how much “savings” were made in the first quarter is likely to have a big impact on Toyota's full-year results for fiscal year 24.
● Evaluated by 17 analysts...

　The stock market has completely fallen into a “summer wither” market. There was a sharp global stock depreciation from July 24 to 25. Since it's a summer vacation, there are few market participants. Also, isn't there a rewind of the “trump trade” happening?
　Additionally, the collapse of the semiconductor-related sector, which has continued to rise rapidly, uncertainty about the American presidential election, and the high pressure on the yen (the appreciation of the yen pushes down the Nikkei Stock Average by about 400 yen → rushing into the 152 yen range over the weekend) are amplifying the uncertain mood. However, it seems that the Nikkei Stock Average has come close to the immediate bottom zone.
　Of popular brands $Disco (6146.JP)$、 $Tokyo Electron (8035.JP)$、 $Lasertec (6920.JP)$The decline in the main stock market is tough, isn't it? Technically, it forms an immediate ceiling. There are also people shouting, “I'm selling color.” Push buying is strictly prohibited in this situation. The intensification of US-China trade friction (America requests self-restraint from exports to China) has cast a shadow on the semiconductor industry.
　The American presidential election is the Republican Trump campaign (Ba...

●What about Microsoft7/30 (local) after closingFinancial results for Q4 (April-6) will be announced on
● Investors are paying attention to the continued growth of Microsoft's Azure cloud business
● Microsoft may provide investors with the latest information on artificial intelligence initiatives
● Cloud growth and investment in AI will be strictly examined within a high level of variation
$Microsoft (MSFT.US)$IsAfter closing on the local 7/30Financial results for Q4 (April-6) are scheduled to be announced on According to market forecasts, Microsoft's fourth quarter sales$64.4 billion, up 14% year over yearIt will exceed 56.2 billion dollars in the fourth quarter of 2023, but from 17% year-on-year growth achieved in the third quarter of 2024The possibility of slowing downThere is. Earnings per share (EPS)$2.93, up 8.99% year over yearThen, it is expected to increase from $2.69 in the fourth quarter of 2023. Similarly, this is more than the 20% year-over-year increase achieved in the third quarterSoft contentThere is a possibility that it will InvestorsThe growth of the cloud platform Azureand...