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日銀による3月のマイナス金利解除に続く追加利上げに対する市場の思惑が広がり、国内金利は上昇傾向にある。26日には10年国債の利回りが5日連続の上昇で再び1％台に乗り、先高観（価格は下落）が強まっている。
金利上昇で恩恵を受ける銘柄の筆頭格が、銀行だ。今後の金利上昇も想定し、アナリストが現在の株価より10％前後高い目標価格に設定している銘柄もある。
そこで、メガバンクや代表的な大手地銀グループが公表している、金利上昇による増益効果に関する試算と、アナリスト評価の乖離率を一覧にまとめた。
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アナリストが10％近い株価上昇を予想している注目の3銘柄
◆ $Mitsubishi UFJ Financial Group (8306.JP)$
三菱UFJ銀行を中心に、信託銀行、証券、消費者金融、カード、リースなどを束ねる国内最大の総合金融グループ。海外でも米モルガン・スタンレーを持分法適用会社に持つほか、タイのアユタヤ銀行、インドネシアのバンクダナモンなどを傘下に持つ。2...
金利上昇で恩恵を受ける銘柄の筆頭格が、銀行だ。今後の金利上昇も想定し、アナリストが現在の株価より10％前後高い目標価格に設定している銘柄もある。
そこで、メガバンクや代表的な大手地銀グループが公表している、金利上昇による増益効果に関する試算と、アナリスト評価の乖離率を一覧にまとめた。
◆ $Mitsubishi UFJ Financial Group (8306.JP)$
三菱UFJ銀行を中心に、信託銀行、証券、消費者金融、カード、リースなどを束ねる国内最大の総合金融グループ。海外でも米モルガン・スタンレーを持分法適用会社に持つほか、タイのアユタヤ銀行、インドネシアのバンクダナモンなどを傘下に持つ。2...
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Hello, moomoo users! Good morning! We will bring you the hot stocks and the latest rating information from the morning session.
Today's strong and weak materials.
6/17 [Strength and Weakness Factors]
Three points to watch in the morning.
-Political instability due to the rise of far-right forces in Europe.
- $Mitsui High-tec (6966.JP)$For the first quarter of the fiscal year ending January 2025, revenue increased by 11.4% to 50.431 billion yen compared to the same period last year, and operating profit increased by 3.9% to 3.971 billion yen. An announcement was made to implement a 1-for-5 stock split with August 1st as the effective date.
-Focus points in the morning session: $Canon (7751.JP)$Data integration of semiconductor backend processes, system development
Moving stocks, hot stocks
$Toyota Motor (7203.JP)$fell for the fifth consecutive day. According to Nikkei newspaper, production of the three unauthorized vehicle models will be halted until the end of July, and the release of the new model of the luxury car 'Crown' will also be postponed.
$Kikuchi Seisakusho (3444.JP)$closed significantly higher for 6 consecutive days. Following the announcement of the consolidated financial results for the year ending April 2024 and the disclosure of the performance forecast for the year ending April 2025, the final profit and loss for this fiscal year is expected to be a profit of 71 million yen (compared to the previous year's...
Today's strong and weak materials.
6/17 [Strength and Weakness Factors]
Three points to watch in the morning.
-Political instability due to the rise of far-right forces in Europe.
- $Mitsui High-tec (6966.JP)$For the first quarter of the fiscal year ending January 2025, revenue increased by 11.4% to 50.431 billion yen compared to the same period last year, and operating profit increased by 3.9% to 3.971 billion yen. An announcement was made to implement a 1-for-5 stock split with August 1st as the effective date.
-Focus points in the morning session: $Canon (7751.JP)$Data integration of semiconductor backend processes, system development
Moving stocks, hot stocks
$Toyota Motor (7203.JP)$fell for the fifth consecutive day. According to Nikkei newspaper, production of the three unauthorized vehicle models will be halted until the end of July, and the release of the new model of the luxury car 'Crown' will also be postponed.
$Kikuchi Seisakusho (3444.JP)$closed significantly higher for 6 consecutive days. Following the announcement of the consolidated financial results for the year ending April 2024 and the disclosure of the performance forecast for the year ending April 2025, the final profit and loss for this fiscal year is expected to be a profit of 71 million yen (compared to the previous year's...
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This month, profits were steadily accumulated, and a profit of about 130,000 yen was determined. Profit margin 22.6%
People who are doing Japanese stocks are probably making more profit.
People who are doing Japanese stocks are probably making more profit.
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【How to Participate】
Japan timeFebruary 22nd, 8:00 PMEarnings Call: Nvidia's Fiscal Year 2024 Q3 Earnings Call is scheduled to be held on November 22nd at 7:00 AM Japan Time.Please post your opening price estimate for Nvidia on February 22nd in the comment section below this article (e.g. I predict the opening price will be $700). Feel free to share your investment ideas! We look forward to hearing your thoughts and comments on the earnings.Please post your opening price estimate for Nvidia on February 22nd in the comment section below this article (e.g. I predict the opening price will be $700). Feel free to share your investment ideas! We look forward to hearing your thoughts and comments on the earnings.
[Reward]
User: Closest financial estimates prediction3 users.1000 yen worth of Amazon gift cardwill be given as a prize.
Latest analyst estimates
It is common for Nvidia to exceed analyst's prior estimates in earnings reports.
First, let's check out the latest analyst ratings for Nvidia!
Click here for the earnings preview:
>>> NVDA FY2024 Q4 earnings preview <<<
To reserve a live stream of the earnings call, click here:
>>>NVDA FY2024 Q4 earnings call (subtitled translation)<<<
Japan timeFebruary 22nd, 8:00 PMEarnings Call: Nvidia's Fiscal Year 2024 Q3 Earnings Call is scheduled to be held on November 22nd at 7:00 AM Japan Time.Please post your opening price estimate for Nvidia on February 22nd in the comment section below this article (e.g. I predict the opening price will be $700). Feel free to share your investment ideas! We look forward to hearing your thoughts and comments on the earnings.Please post your opening price estimate for Nvidia on February 22nd in the comment section below this article (e.g. I predict the opening price will be $700). Feel free to share your investment ideas! We look forward to hearing your thoughts and comments on the earnings.
[Reward]
User: Closest financial estimates prediction3 users.1000 yen worth of Amazon gift cardwill be given as a prize.
Latest analyst estimates
It is common for Nvidia to exceed analyst's prior estimates in earnings reports.
First, let's check out the latest analyst ratings for Nvidia!
Click here for the earnings preview:
>>> NVDA FY2024 Q4 earnings preview <<<
To reserve a live stream of the earnings call, click here:
>>>NVDA FY2024 Q4 earnings call (subtitled translation)<<<
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Do you know Tabazo-san, an American stock investor?![]()
Now, Tabazo-san has joined the moomoo community!To commemorate that, we will conduct an interview with Mr. Tabazou. We also plan to have questions from everyone answered during the interview.Until 9/7We welcome your questions in the comments section, so please take this opportunity to ask your questions!
Profile of Mr. Tapa Elephant
・An American stock investor, he is working to disseminate a wide range of information, such as the investment blog “Tabazo's US Stock Investment” with over 1 million PV per month, the YouTube channel “Tabazo Investment University” which boasts 200,000 registered users, and Voicy “Tabazo Investment University Mini.”
・He retired from the company in 2019 and became independent, and is currently active in a wide range of activities, such as serving as an advisor to investment advisory companies.
・His books are “How to Make 100 Million Yen That I Teach My Kids,” “The Tapazo-Style American Stock Treasure Stock Investment,” and “Financial Freedom in Your Hand! There are many such as “Semi-Retirement Investment Techniques Starting at 1 Million Yen Starting with US Stocks.”
Now, Tabazo-san has joined the moomoo community!To commemorate that, we will conduct an interview with Mr. Tabazou. We also plan to have questions from everyone answered during the interview.Until 9/7We welcome your questions in the comments section, so please take this opportunity to ask your questions!
Profile of Mr. Tapa Elephant
・An American stock investor, he is working to disseminate a wide range of information, such as the investment blog “Tabazo's US Stock Investment” with over 1 million PV per month, the YouTube channel “Tabazo Investment University” which boasts 200,000 registered users, and Voicy “Tabazo Investment University Mini.”
・He retired from the company in 2019 and became independent, and is currently active in a wide range of activities, such as serving as an advisor to investment advisory companies.
・His books are “How to Make 100 Million Yen That I Teach My Kids,” “The Tapazo-Style American Stock Treasure Stock Investment,” and “Financial Freedom in Your Hand! There are many such as “Semi-Retirement Investment Techniques Starting at 1 Million Yen Starting with US Stocks.”
Translated
![[Interview Planning] 2nd Call for Questions for US Stock Investor Tapazo!](https://sgsnsimg.moomoo.com/181000888/editor_image/6f219d733de73a9b96bdaaac43367e18.png/thumb)
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