● $Nippon Telegraph & Telephone (9432.JP)$(NTT) will announce its financial results for the fiscal year ending March 2024 on May 10, 2024.
The full-year consolidated performance forecast expects revenue to decrease by 0.6% year-on-year to 13 trillion 60 billion yen, operating profit to increase by 6.6% to 1 trillion 950 billion yen, net profit to increase by 3.5% to 1 trillion 255 billion yen, and EPS to be 14.80 yen.In January of the 24th year, NTT DoCoMo, a subsidiary, has made Monex Securities a consolidated subsidiary, expecting an increase in revenue and profit.。
Considering stock splits.The annual dividend is expected to exceed the previous year by 0.2 yen, planning to increase dividends for the 13th consecutive year.At the time of the earnings announcement.The dividend forecast for the 25th fiscal year (FY 24) will also be disclosed.Outlook.
The amended NTT Law was enacted in April, allowing for changes in company names and the appointment of foreign company executives.
In an evaluation by 16 analysts, 43.75% are bullish, 31.25% are somewhat bullish, 12.50% are neutral, and 12.50% are slightly bearish, resulting in an overall evaluation of 'somewhat bullish'.The average target stock price is 199.69 yen, 17.6% higher than the closing price of 169.8 yen on the 7th day.。
Q4 ...

TSMC and ASML declined after financial results, and the SOX index also declined
Two companies with important positions in the global semiconductor industryRecently, financial results were announced. It is the only company in the world that manufactures cutting-edge exposure measures $ASML Holding (ASML.US)$and the world's largest semiconductor contract manufacturing (foundry) $Taiwan Semiconductor (TSM.US)$ that's it.The financial results announcements of both companies were disgusted, and not only stock prices but also the SOX index(Philadelphia Semiconductor Stock Index) tooDeclineI did it. However,Risk-aversion movements that were wary of a sharp rise in US 10-year bond yields also encouraged profit-making salesIt seems that they did it.
This timeWhat was mainly disliked about the financial results of both companiesI would like to take a look at it along with the financial results. Also, both companiesConfirmed the outlook for the semiconductor market in general and demand for AI semiconductors shown at the financial results briefingI decided to try it out.
ASML
ASML's largest customer(Bloomberg data...

Good evening, Moomoo users!Tonight's analysis of NY stocks.
Market Overview
USA market starts, with the Dow Jones Industrial Average of 30 high-quality stocks down $82.85 to 38,906.98, and the Nasdaq Composite Index, with a high tech stock ratio, down 129.77 points to 16,077.74. The S&P 500, composed of 500 large cap stocks, starts down 20.43 points at 5,110.52.
$Dow Jones Industrial Average (.DJI.US)$
$Nasdaq Composite Index (.IXIC.US)$
$S&P 500 Index (.SPX.US)$
Top News
Are US stocks forming a bubble, with differing views between JP Morgan and Goldman Sachs?
For JP Morgan's Chief Market Strategist, Marco Kolonovich, the dramatic rise in US stocks and the cryptocurrency Bitcoin's surpassing $60,000 mark is a signal indicating a "Yes" answer. Kolonovich believes that such increases are creating froth in the market...

On the 4th, the Nikkei average stock price exceeded a historical 0.04 million yen, closing at 0.04 million 109 yen and 23 sen. The Nikkei average has risen by 19.86% since the beginning of the year, particularly by 11.04% from February 8 to March 4 in the most recent 16 business days.
The driving force behind this is AI and semiconductor-related stocks, with many stocks having risen by over 40% since the beginning of the year. In response to these sharp rises in stock prices, there are concerns about...There are two concerns: "buying too late" if not purchased now, and the rapid decline caused by the backlash of being overbought after purchase.Coexisting with.
Therefore,AI and semiconductor related 18 stocks that have surged by 40% or more in stock price since the beginning of this yearFrom among them,Four stocks that still have a PER around 20 timeswill be picked up.
【Screening Conditions】
・ Listed on the Tokyo Stock Exchange Prime.AI and semiconductor related stocks
・Stock prices have risen by over 40% since the beginning of this yearcurrently
・PE ratio (Price-Earnings Ratio) is around 20 times
◆ $Ebara (6361.JP)$
The main business is an industrial machinery manufacturer for pump manufacturing. It includes refrigeration machinery, fans, environmental plants, and semiconductor-related equipment...