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● $Nippon Telegraph & Telephone.JP$(NTT) will announce financial results for the fiscal year ending 2024/3 on 5/10.
● The consolidated earnings forecast for the full year is sales down 0.6% from the previous fiscal year to 13.60 trillion yen, operating profit up 6.6% to 1.95 trillion yen, net profit up 3.5% to 1.255 billion yen, and EPS to 14 yen 80 sen.NTT DOCOMO, which is under its umbrella, made Monex Securities a consolidated subsidiary in January '24, and sales and profits are expected to increase。
● Stock splits were taken into considerationThe annual dividend is 0.2 yen higher than the previous fiscal year, and dividends are scheduled to be increased for 13 consecutive termsI'm doing it. When financial results are announcedDividend forecasts for the fiscal year ending 25/3 (fiscal year 24) will also be disclosedoutlook.
● The revised NTT Law came into effect in April, and it became possible to change company names and appoint foreign officers.
● According to evaluations by 16 analysts, 43.75% are bullish, 31.25% are slightly bullish, 12.50% are neutral, and 12.50% are slightly bearish, and the overall evaluation is “slightly bullish.”The average target stock price is 199.69 yen, which is 17.6% above the 7-day closing price (169.8 yen)。
Fourth...
● The consolidated earnings forecast for the full year is sales down 0.6% from the previous fiscal year to 13.60 trillion yen, operating profit up 6.6% to 1.95 trillion yen, net profit up 3.5% to 1.255 billion yen, and EPS to 14 yen 80 sen.NTT DOCOMO, which is under its umbrella, made Monex Securities a consolidated subsidiary in January '24, and sales and profits are expected to increase。
● Stock splits were taken into considerationThe annual dividend is 0.2 yen higher than the previous fiscal year, and dividends are scheduled to be increased for 13 consecutive termsI'm doing it. When financial results are announcedDividend forecasts for the fiscal year ending 25/3 (fiscal year 24) will also be disclosedoutlook.
● The revised NTT Law came into effect in April, and it became possible to change company names and appoint foreign officers.
● According to evaluations by 16 analysts, 43.75% are bullish, 31.25% are slightly bullish, 12.50% are neutral, and 12.50% are slightly bearish, and the overall evaluation is “slightly bullish.”The average target stock price is 199.69 yen, which is 17.6% above the 7-day closing price (169.8 yen)。
Fourth...
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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 $ASML.US$and the world's largest semiconductor contract manufacturing (foundry) $TSM.US$ 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...
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 $ASML.US$and the world's largest semiconductor contract manufacturing (foundry) $TSM.US$ 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...
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Good evening to all Moomoo users!This is the reading for tonight's NY stock.
Market Overview
The US market started, and the Dow Jones Industrial Average, which consists of excellent stocks, began at 38906.98 dollars with a depreciation of 82.85 dollars, and the Nasdaq Composite Stock Price Index, which has a high high-tech stock ratio, fell 129.77 points at 16077.74. The S&P 500 average, which consists of stocks of 500 large American stocks, depreciated 20.43 points to 5110.52.
$.DJI.US$
$.IXIC.US$
$.SPX.US$
Top news
Is a bubble forming in US stocks, or is the outlook split between JP Morgan and Goldman
For JP Morgan's chief market strategist, Marco Kolanovic, the dramatic rise in US stocks and the breakthrough of the 60,000 dollar crypto asset (virtual currency) Bitcoin are signals showing the answer “yes.” Mr. Kolanovic said that this rise is a floss to the market (bubble...
Market Overview
The US market started, and the Dow Jones Industrial Average, which consists of excellent stocks, began at 38906.98 dollars with a depreciation of 82.85 dollars, and the Nasdaq Composite Stock Price Index, which has a high high-tech stock ratio, fell 129.77 points at 16077.74. The S&P 500 average, which consists of stocks of 500 large American stocks, depreciated 20.43 points to 5110.52.
$.DJI.US$
$.IXIC.US$
$.SPX.US$
Top news
Is a bubble forming in US stocks, or is the outlook split between JP Morgan and Goldman
For JP Morgan's chief market strategist, Marco Kolanovic, the dramatic rise in US stocks and the breakthrough of the 60,000 dollar crypto asset (virtual currency) Bitcoin are signals showing the answer “yes.” Mr. Kolanovic said that this rise is a floss to the market (bubble...
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The Nikkei Stock Average on the 4th broke through 40,000 yen for the first time in history and closed at 40,109 yen 23 yen. The Nikkei Average has risen 19.86% this year, and in particular, it has risen 11.04% in the last 16 business days from 2/8 to 3/4.
The driving force is AI/semiconductor-related, and there are many stocks that have raised their stock prices by 40% or more since the beginning of this year. In response to such rapidly rising stocks,Two concerns: “late purchase” when not purchased now, and a sharp decline caused by the reaction of “being overbought” after purchasingThey coexist.
So,18 AI/semiconductor-related stocks that have surged 40% or more since the beginning of this yearFrom within,4 stocks that still have PER around 20 timesI will pick it up.
[Screening conditions]
・The one listed on the Tokyo Stock Exchange PrimeAI and semiconductor-related brands
・Stock prices have risen more than 40% since the beginning of this yearDoing it
・PER (price-earnings ratio) is around 20 times
◆ $Ebara.JP$
Our parent business is an industrial machinery manufacturer that manufactures pumps. Cooling and heating machines, blowers, environmental plants, semiconductor-related equipment...
The driving force is AI/semiconductor-related, and there are many stocks that have raised their stock prices by 40% or more since the beginning of this year. In response to such rapidly rising stocks,Two concerns: “late purchase” when not purchased now, and a sharp decline caused by the reaction of “being overbought” after purchasingThey coexist.
So,18 AI/semiconductor-related stocks that have surged 40% or more since the beginning of this yearFrom within,4 stocks that still have PER around 20 timesI will pick it up.
[Screening conditions]
・The one listed on the Tokyo Stock Exchange PrimeAI and semiconductor-related brands
・Stock prices have risen more than 40% since the beginning of this yearDoing it
・PER (price-earnings ratio) is around 20 times
◆ $Ebara.JP$
Our parent business is an industrial machinery manufacturer that manufactures pumps. Cooling and heating machines, blowers, environmental plants, semiconductor-related equipment...
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95