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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)
【...
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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Hello Moomoo users! Thank you very much for your hard work.Today's stock price summary is as follows. Thank you in advance.
●The Nikkei Average ended at 39347.04 yen, 354.96 yen higher than the previous business day
● Bullish increase in stocks, “materials” and “consumption” market participant surveys
● Yen short, high level for the first time in 17 years - market dynamics did not change even if the Bank of Japan raised interest rates
● Corporate bankruptcies over 9,000 for the first time in 9 years FY23, active metabolism in normal times
● Attention to the handle: $Toyota Motor(7203.JP$、 $Socionext(6526.JP$、 $NTT Data Group(9613.JP$etc
ー MooMoo News Japanese stock Sherry
Market Overview
Today's Nikkei Stock Average ended at 39347.04 yen, 354.96 yen higher than the previous business day, and the Tokyo Stock Price Index (TOPIX) ended at 2728.32, 25.70 points higher than the previous business day.
Top news
Stocks increase bullish on “materials” and “consumption” market participants survey
Even after the Bank of Japan lifted its negative interest rate policy, Japan...
●The Nikkei Average ended at 39347.04 yen, 354.96 yen higher than the previous business day
● Bullish increase in stocks, “materials” and “consumption” market participant surveys
● Yen short, high level for the first time in 17 years - market dynamics did not change even if the Bank of Japan raised interest rates
● Corporate bankruptcies over 9,000 for the first time in 9 years FY23, active metabolism in normal times
● Attention to the handle: $Toyota Motor(7203.JP$、 $Socionext(6526.JP$、 $NTT Data Group(9613.JP$etc
ー MooMoo News Japanese stock Sherry
Market Overview
Today's Nikkei Stock Average ended at 39347.04 yen, 354.96 yen higher than the previous business day, and the Tokyo Stock Price Index (TOPIX) ended at 2728.32, 25.70 points higher than the previous business day.
Top news
Stocks increase bullish on “materials” and “consumption” market participants survey
Even after the Bank of Japan lifted its negative interest rate policy, Japan...
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Since the Bank of Japan decided to cancel the negative interest rate policy in mid-March,The strength of real estate stocks is conspicuous. The outlook that interest rate increases will be more gradual than expected has spread,Movement to revise bargaininghas gained the upper hand. Amid awareness of overcoming deflationReal estate inflation resistanceThe review has also progressed, and the TOPIX Real Estate Stock Index, which consists of real estate-related stocks, has outperformed TOPIX since March. 24 yearsPublic land prices have increased drasticallyIt also seems like it will be a strong support. $Mitsubishi Estate(8802.JP$、 $Mitsui Fudosan(8801.JP$、 $Kasumigaseki Capital(3498.JP$Large stocks with high liquidity such as the beginning of the yearStock prices rose more than 30%It has already exceeded analysts' average target stock prices.
What are the best “late” stocks related to real estate?
[Screening conditions]
・Real estate-related stocks with a total market value of 50 billion yen or more
・Year-to-date gain/fall rate of 10% or less
・The ROE (return on equity) for the previous fiscal year, which indicates financial efficiency, is 10% or more (in the double digit range)
・PER (price-earnings ratio) is 2-year flat on the TOPIX Real Estate Stock Index...
What are the best “late” stocks related to real estate?
[Screening conditions]
・Real estate-related stocks with a total market value of 50 billion yen or more
・Year-to-date gain/fall rate of 10% or less
・The ROE (return on equity) for the previous fiscal year, which indicates financial efficiency, is 10% or more (in the double digit range)
・PER (price-earnings ratio) is 2-year flat on the TOPIX Real Estate Stock Index...
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$Under Armour-A(UAA.US$
It was a hit ~
I want to believe that it will rise from now on at the bottom price 🤭
It was a hit ~
I want to believe that it will rise from now on at the bottom price 🤭
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Hello Moomoo users! Thank you very much for your hard work.Today's stock price summary is as follows. Thank you in advance.
●The Nikkei Stock Average ended at 40398.03 yen, 16.09 yen lower than the previous business day
● Finance Minister Suzuki “does not eliminate all means” in the 151 yen range per dollar
● Observation of the spread of yen stability, Japanese investors purchased overseas assets without exchange rate hedging
● Kobayashi Pharmaceutical has identified 1 case of suspected causal relationship between red malt products and death
● Attention to the handle: $Kobayashi Pharmaceutical(4967.JP$、 $Tokyo Electric Power(9501.JP$
-MooMoo News Japan Stock Zeber
Market Overview
Today's Nikkei Stock Average ended at 40398.03 yen, 16.09 yen lower than the previous business day, and the Tokyo Stock Price Index (TOPIX) ended at 2780.80, 3.16 points higher in the Tokyo Stock Exchange.
Top news
Finance Minister Suzuki “does not eliminate all means” in the 151 yen range per dollar
Finance Minister Shunichi Suzuki said at the press conference after the cabinet meeting on the 26th about the depreciation of the yen progressing in the foreign exchange market, “Eliminate all means for movements that have gone too far...
●The Nikkei Stock Average ended at 40398.03 yen, 16.09 yen lower than the previous business day
● Finance Minister Suzuki “does not eliminate all means” in the 151 yen range per dollar
● Observation of the spread of yen stability, Japanese investors purchased overseas assets without exchange rate hedging
● Kobayashi Pharmaceutical has identified 1 case of suspected causal relationship between red malt products and death
● Attention to the handle: $Kobayashi Pharmaceutical(4967.JP$、 $Tokyo Electric Power(9501.JP$
-MooMoo News Japan Stock Zeber
Market Overview
Today's Nikkei Stock Average ended at 40398.03 yen, 16.09 yen lower than the previous business day, and the Tokyo Stock Price Index (TOPIX) ended at 2780.80, 3.16 points higher in the Tokyo Stock Exchange.
Top news
Finance Minister Suzuki “does not eliminate all means” in the 151 yen range per dollar
Finance Minister Shunichi Suzuki said at the press conference after the cabinet meeting on the 26th about the depreciation of the yen progressing in the foreign exchange market, “Eliminate all means for movements that have gone too far...
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Tonight's FOMC, which direction do you think the yen will swing after FOMC passes?
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Hello Moomoo users! Thank you very much for your hard work.Today's stock price summary is as follows. Thank you in advance.
●The Nikkei Stock Average ended at 40003.60 yen, 263.16 yen higher than the previous business day
● The Bank of Japan revises large-scale mitigation measures, and government bond purchases continue to raise interest rates for the first time in 17 years
● Major banks consider raising interest rates on savings accounts to “get out of 0.001%”
● GPIF announced that it will solicit information for diversification of operations, targeting Bitcoin, gold, etc.
● Attention to the handle: $Mitsubishi Motors(7211.JP$、 $Mitsubishi UFJ Financial Group(8306.JP$
-MooMoo News Japan Stock Zeber
Market Overview
Today's Nikkei Stock Average ended at 40003.60 yen, 263.16 yen higher than the previous business day, and the Tokyo Stock Price Index (TOPIX) ended at 2750.97, 28.98 points higher than the previous business day.
Top news
Bank of Japan revises large-scale mitigation measures, and government bond purchases continue to raise interest rates for the first time in 17 years
The Bank of Japan held a monetary policy meeting on 18-19, and large-scale money...
●The Nikkei Stock Average ended at 40003.60 yen, 263.16 yen higher than the previous business day
● The Bank of Japan revises large-scale mitigation measures, and government bond purchases continue to raise interest rates for the first time in 17 years
● Major banks consider raising interest rates on savings accounts to “get out of 0.001%”
● GPIF announced that it will solicit information for diversification of operations, targeting Bitcoin, gold, etc.
● Attention to the handle: $Mitsubishi Motors(7211.JP$、 $Mitsubishi UFJ Financial Group(8306.JP$
-MooMoo News Japan Stock Zeber
Market Overview
Today's Nikkei Stock Average ended at 40003.60 yen, 263.16 yen higher than the previous business day, and the Tokyo Stock Price Index (TOPIX) ended at 2750.97, 28.98 points higher than the previous business day.
Top news
Bank of Japan revises large-scale mitigation measures, and government bond purchases continue to raise interest rates for the first time in 17 years
The Bank of Japan held a monetary policy meeting on 18-19, and large-scale money...
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NVIDIA in the USMarch 18 to 21NVIDIA's world's largest AI and GPU conference “GTC 2024” will be held over (US time).
According to NVIDIA, “GTC 2024” includes keynote speeches by CEO Jenson Huang, over 900 sessions, over 300 exhibitions, and more than 20 technical workshops covering topics such as generative AI. The most advanced examples and technology will be shown.
Meanwhile, what was the keynote speech by CEO Jen Sung HuangTue, Mar 19 at 5 a.m. (Japan time)。
>>>Click here! Watch Mr. Huang's keynote speech for free on moomoo!
Why is NVIDIAGTC important?
According to market participants, in the current GTC, it is a next-generation architecture“Blackwell”、New chip “B100”、humanoid robotInformation on this is expected.
Blackwell was adopted in the 2024 and 2025 roadmaps, and it is expected that TSMC's 3nm process will be used. Note...
According to NVIDIA, “GTC 2024” includes keynote speeches by CEO Jenson Huang, over 900 sessions, over 300 exhibitions, and more than 20 technical workshops covering topics such as generative AI. The most advanced examples and technology will be shown.
Meanwhile, what was the keynote speech by CEO Jen Sung HuangTue, Mar 19 at 5 a.m. (Japan time)。
>>>Click here! Watch Mr. Huang's keynote speech for free on moomoo!
Why is NVIDIAGTC important?
According to market participants, in the current GTC, it is a next-generation architecture“Blackwell”、New chip “B100”、humanoid robotInformation on this is expected.
Blackwell was adopted in the 2024 and 2025 roadmaps, and it is expected that TSMC's 3nm process will be used. Note...
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US stocks declined on March 15. The rate of decline was approximately 0.5% for the NY Dow and 0.96% for the Nasdaq index.
FOMC results will be announced on the 20th US time. Economic forecasts and policy interest rate forecasts by FOMC members will be announced. The members' policy interest rate predictions (end of 24 this year) at the time of the previous FOMC in December are described below.
FOMC Member Predictions (23/12)
Policy interest rate at the end of '24
5.25-5.50 2 people
5.00 to 5.25 1 person
4.75-5.00 5 people
4.50-4.75 6 people
4.25-4.50 4 people
4.00 to 4.25 0 people
3.75 to 4.00 1 person
The median value that members predicted for the policy interest rate at the end of this year was 4.6%. The interest rate was as low as 0.775% compared to the current situation of 5.25% to 5.50%. In other words, the market at that time accepted “interest rate cuts of 0.25% 3 times in 24 years.”
According to FED WARCH, the following probability is shown for policy interest rates for December this year on the 15th US time scale.
4.25 ~...
FOMC results will be announced on the 20th US time. Economic forecasts and policy interest rate forecasts by FOMC members will be announced. The members' policy interest rate predictions (end of 24 this year) at the time of the previous FOMC in December are described below.
FOMC Member Predictions (23/12)
Policy interest rate at the end of '24
5.25-5.50 2 people
5.00 to 5.25 1 person
4.75-5.00 5 people
4.50-4.75 6 people
4.25-4.50 4 people
4.00 to 4.25 0 people
3.75 to 4.00 1 person
The median value that members predicted for the policy interest rate at the end of this year was 4.6%. The interest rate was as low as 0.775% compared to the current situation of 5.25% to 5.50%. In other words, the market at that time accepted “interest rate cuts of 0.25% 3 times in 24 years.”
According to FED WARCH, the following probability is shown for policy interest rates for December this year on the 15th US time scale.
4.25 ~...
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