As expectations for a recovery in semiconductor market conditions increase, semiconductorsManufacturing equipment stocksSemiconductors that are lagging behind compared toMaterial-related chemical stocksThe inflow of funds into the country is likely to increase. The Nihon Keizai Shimbun started calculation in March”Nikkei Semiconductor Stock Index” is a constituent stock30 brandsOfChemical stocks account for 10 stocks. The index consists of US semiconductor-related stocks.”Philadelphia Semiconductor Stock Index」（SOX Index)'s“Japan version”It is attracting attention as. Exchange-traded funds (ETFs) linked to the same index are also scheduled to be listed in June, and there is a possibility that passive funds from this ETF will flow greatly into the constituent stocks in the future.
Market capitalization of chemical stocks that make up the same index100 billion yen to 500 billion yenIt is a medium cap stockHigh operating profit growthPick up stocks that are expected, and the current stock price and the analyst (average) target stock pricedivergenceFor the next 12 monthsExpected PER(Price-earnings ratio) was confirmed.
(Note: JSR is excluded because it is scheduled to be delisted after TOB by the Industrial Innovation Investment Organization (JIC). (Operating profit growth rate forecast, recent dividend yield, Nippon Kayaku Analyst target stock price are Bloomberg data)
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The US Federal Reserve (Fed) will hold the US Federal Open Market Committee (FOMC) on 5/2 and 3.
Since the beginning of 2024, global stock investors have continued to expect the Fed to officially enter a cycle of interest rate cuts. In early 2024, the Fed began cutting interest rates in the market in March,Reduce interest rates to close to 4% by the end of 2024I was predicting that. However, even now, uncertain factors remain, such as America's inflation rate not falling significantly. Investors want to cut interest rates, but will that hope come true? What kind of message is likely to be sent to the market at the FOMC in May? Be sure to schedule a live stream!
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Good morning to all Moomoo users!Here are the key points of this morning's first report.
● [Tokyo Stock Exchange Rate Forecast Range] 39,000 yen - 39,500 yen (4-day closing price 39,773 yen 14 sen)
● [Federal Reserve Officials Remarks] Interest Rate Cuts May Not Be Implemented This Year - Governor Kashkari
● The biggest decline in NY stocks this year, interest rate cuts, and risk aversion is spreading
● Governor Ueda will consider raising interest rates if the accuracy to achieve the 2% target is further enhanced
● North Sea Brent crude oil has risen to the 90 dollar range, since October last year - due to geopolitical risks
● Amazon's Expanding Cash, Voices of Expectations for Shareholder Returns - Stocks Approaching Highs
● Tesla rises and production of right-hand drive cars for export to India begins at German plant
ー MooMoo News Mark
Market Overview
In the US stock market on the 4th, the NY Dow Jones Industrial Average continued to fall for 4 days to 38,596 dollars 98 cents, which is 530 dollars 16 cents lower than the previous business day. The Nasdaq Composite Stock Price Index fell 228.376 points to 10,6049.082. The Tokyo stock market on the 5th had a big selling advantage, mainly for large stocks, and the Nikkei Stock Average was big...