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Columns 今日の動いた株、注目銘柄 - 8月27日(火)
moomooユーザーの皆様~おはようございます!前場の注目銘柄や最新のレーティング情報をお届けします。
今日の強弱材料
8/27[強弱材料]
前場に注目すべき3つのポイント
●個人主体の資金は流動性のある中小型株にシフト
●メルコ、25/3下方修正 営業利益 52億円←58億円
$Melco Holdings (6676.JP)$は2025年3月期業績予想の修正を発表。売上高は1500億円から1330億円、営業利益を58億円から52億円に下方修正した。子会社であるシマダヤの上場が承認された。株式の現物配当(株式分配型スピンオフ)が実施される予定であることに伴い、2024年10月1日以降、シマダヤは連結子会社から除外される。
●前場の注目材料: $Sumitomo Bakelite (4203.JP)$、半導体後工程向け次世代顆粒封止材、亀裂・反り抑制
動いた株、注目銘柄
$Lasertec (6920.JP)$など半導体製造装置関連が安い、 $NVIDIA (NVDA.US)$など米半導体株の下落...
今日の強弱材料
8/27[強弱材料]
前場に注目すべき3つのポイント
●個人主体の資金は流動性のある中小型株にシフト
●メルコ、25/3下方修正 営業利益 52億円←58億円
$Melco Holdings (6676.JP)$は2025年3月期業績予想の修正を発表。売上高は1500億円から1330億円、営業利益を58億円から52億円に下方修正した。子会社であるシマダヤの上場が承認された。株式の現物配当(株式分配型スピンオフ)が実施される予定であることに伴い、2024年10月1日以降、シマダヤは連結子会社から除外される。
●前場の注目材料: $Sumitomo Bakelite (4203.JP)$、半導体後工程向け次世代顆粒封止材、亀裂・反り抑制
動いた株、注目銘柄
$Lasertec (6920.JP)$など半導体製造装置関連が安い、 $NVIDIA (NVDA.US)$など米半導体株の下落...
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mootama
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I think the 2020s will shift from the era of large stocks to the era of small-cap stocks.
However, since small-cap stocks are different from large stocks, and buy and hold strategies are difficult to apply, I think investment skills will be required more than ever.
So I wrote “The Secret of Buffett Taro Ryūmai Small Growth Stock Investment,” so please read it if you like.
Please see ↓ here ↓ for report grant conditions, etc.
However, since small-cap stocks are different from large stocks, and buy and hold strategies are difficult to apply, I think investment skills will be required more than ever.
So I wrote “The Secret of Buffett Taro Ryūmai Small Growth Stock Investment,” so please read it if you like.
Please see ↓ here ↓ for report grant conditions, etc.
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mootama
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○ In order for “amateur/newcomer/beginner” investors to survive as “investors” where only 30% are successful... o
The reality is that only 30% of people succeed as “investors.”
I debuted as a self-proclaimed “investor” from 2024/9,
“HandleLadyClubYouTuber (°◇°) ⤴ Investment Art”
That's it. Abbreviated as “handleLadyClubYouTuber (°◇°) ⤴”
My name is.
・What is an “investment”?
・Why do only 30% of “investors” survive?
Currently on “TwitCasting,” “17,” “21,” “Pococha,” “Fuwacchi,” “Spoons,” “BigOlive,” etc.
“HandleLadyClubYouTuber (°◇°) ⤴ Investment Art” is distributed,
From around 2024/6/1
“Investing without losing”
I'm becoming convinced of what seems like it.
In particular, when it comes to investments from 6/10 to 6/25,
Although there was only △3000 yen for 1 day,
It is now possible to make profits of 4000 yen or more on all days.
How to do that
“Growth rate ranking”
Then, upload a list of stocks that suit you,
“Buy when the stock price has dropped by more than half
If it goes up by 10 yen or more, I'll sell it”
It's called...
The reality is that only 30% of people succeed as “investors.”
I debuted as a self-proclaimed “investor” from 2024/9,
“HandleLadyClubYouTuber (°◇°) ⤴ Investment Art”
That's it. Abbreviated as “handleLadyClubYouTuber (°◇°) ⤴”
My name is.
・What is an “investment”?
・Why do only 30% of “investors” survive?
Currently on “TwitCasting,” “17,” “21,” “Pococha,” “Fuwacchi,” “Spoons,” “BigOlive,” etc.
“HandleLadyClubYouTuber (°◇°) ⤴ Investment Art” is distributed,
From around 2024/6/1
“Investing without losing”
I'm becoming convinced of what seems like it.
In particular, when it comes to investments from 6/10 to 6/25,
Although there was only △3000 yen for 1 day,
It is now possible to make profits of 4000 yen or more on all days.
How to do that
“Growth rate ranking”
Then, upload a list of stocks that suit you,
“Buy when the stock price has dropped by more than half
If it goes up by 10 yen or more, I'll sell it”
It's called...
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mootama
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Even if it is not a high dividend stock at the moment,stocks with a high potential for increased dividends in the futurecould also be considered as 'hidden high dividend stocks'. One hint for finding such stocks isstocks that have maintained an increasing dividend for many years. Companies that have continued to increase dividends over the years can also be assumed to have a high potential for future dividend increases.
In fact, there are companies, like the following three, that have stated in their medium-term management plans and management policies that they will continue to increase dividends consecutively.
◆ $Kobayashi Pharmaceutical (4967.JP)$
The company has strengths in niche products such as pharmaceuticals, quasi-drugs, and hygiene materials.The company is planning to increase dividends for the 25th consecutive year by the end of December 2023.In the medium-term management plan from 2023 to 2025,the company aims to achieve 27 consecutive years of increased dividends by the year 2025.and aims to achieve a dividend amount of 20 billion yen or more in the three-year period. The dividend yield at the closing price on the 15th is 1.42%.
◆ $Okinawa Cellular Telephone (9436.JP)$
The company, which is engaged in mobile phone business in Okinawa prefecture,is planning to increase dividends for the 22nd consecutive year by the end of March 2024..The management goal is to achieve 'three increases': increase in revenue, increase in profit, and continuous increase in dividends, with a dividend payout ratio exceeding 40%.On the 15th, at the closing price...
In fact, there are companies, like the following three, that have stated in their medium-term management plans and management policies that they will continue to increase dividends consecutively.
◆ $Kobayashi Pharmaceutical (4967.JP)$
The company has strengths in niche products such as pharmaceuticals, quasi-drugs, and hygiene materials.The company is planning to increase dividends for the 25th consecutive year by the end of December 2023.In the medium-term management plan from 2023 to 2025,the company aims to achieve 27 consecutive years of increased dividends by the year 2025.and aims to achieve a dividend amount of 20 billion yen or more in the three-year period. The dividend yield at the closing price on the 15th is 1.42%.
◆ $Okinawa Cellular Telephone (9436.JP)$
The company, which is engaged in mobile phone business in Okinawa prefecture,is planning to increase dividends for the 22nd consecutive year by the end of March 2024..The management goal is to achieve 'three increases': increase in revenue, increase in profit, and continuous increase in dividends, with a dividend payout ratio exceeding 40%.On the 15th, at the closing price...
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mootama
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$Inpex (1605.JP)$ Only resource stocks will rise! This and ENEOS are today's highlights! After that, the decline after CPI started! But little by little, Nikkei is improving! Looks like the bottom price has arrived!
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On August 1st, the discussion on the manufacturing and sales approval of the Alzheimer's drug 'Donanemab' will take place, with the possibility of approval in September.
2024/07/21 18:17
The Ministry of Health, Labour and Welfare decided to discuss the approval of manufacturing and sales of the Alzheimer's drug 'Donanemab' by eli lilly and co on August 1st at the expert committee. If approved, there is a possibility of approval in September. Donanemab is an intravenous drug that removes the abnormal protein 'amyloid beta' accumulated in the patient's brain, aiming to suppress the progression of the disease. The target includes patients in the early stages of Alzheimer's disease, including those with mild cognitive impairment (MCI), which is a pre-dementia stage. Developed by Japanese pharmaceutical companies like Eisai, it is the same type of medicine as 'Lecanemab,' which has been used domestically since December last year.
According to eli lilly and co, in a clinical trial involving about 1,700 participants, the group treated with Donanemab showed a 22% reduction in decline in cognitive function and ability to lead daily life compared to the group treated with a placebo after one and a half years. In the earlier stage group, the reduction was 35%.
The company decided to apply for approval with eli lilly and co in September last year...
2024/07/21 18:17
The Ministry of Health, Labour and Welfare decided to discuss the approval of manufacturing and sales of the Alzheimer's drug 'Donanemab' by eli lilly and co on August 1st at the expert committee. If approved, there is a possibility of approval in September. Donanemab is an intravenous drug that removes the abnormal protein 'amyloid beta' accumulated in the patient's brain, aiming to suppress the progression of the disease. The target includes patients in the early stages of Alzheimer's disease, including those with mild cognitive impairment (MCI), which is a pre-dementia stage. Developed by Japanese pharmaceutical companies like Eisai, it is the same type of medicine as 'Lecanemab,' which has been used domestically since December last year.
According to eli lilly and co, in a clinical trial involving about 1,700 participants, the group treated with Donanemab showed a 22% reduction in decline in cognitive function and ability to lead daily life compared to the group treated with a placebo after one and a half years. In the earlier stage group, the reduction was 35%.
The company decided to apply for approval with eli lilly and co in September last year...
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mootama
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AI technology makes it easier to create computer viruses,and cyber attacks are increasing rapidly.This year, in addition to major companies such as etc., many organizations including local government agencies such as Tokushima Prefecture $Kadokawa (9468.JP)$or $NTT Data Group (9613.JP)$have seen a rapid increase in cyber attacks.Affected by ransomware, no information has been disclosed regarding the payment of ransom. According to the Nikkei Shimbun, in domestic cases, there are also surveys showing that 30% are actually responding to ransom payments.To protect the organization, "security investments" are expected to increase significantly. In late June in the United States, CDK Global's system, which collaborates with car dealers nationwide, was stopped due to a cyber attack, leading to a decrease in the number of vehicle sales.In actuality, there are surveys showing that 30% actually respond to ransom payments.For the organization to protect itselfsecurity investmentsPassenger car sales $General Motors (GM.US)$or $Toyota Motor (7203.JP)$decreasedThe beginning of the AI eraIt is attracting attention in Japan and the United States, so let's check the cybersecurity stocks and ETFs.
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mootama
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$CrowdStrike (CRWD.US)$ This is already a voluntary cyber-terrorism.
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mootama
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Nice to meet you! I'm a beginner! First, let's start with a demo deal 😅 Thank you for your support.
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