$DONGFENG GROUP(00489.HK$
$Nissan Motor(7201.JP$
$Honda Motor(7267.JP$
Most of the sales at this company are joint ventures between Honda and Nissan, so it's a Canaria-like brand from the Chinese business, but the stock price isn't even quite high
$Nissan Motor(7201.JP$
$Honda Motor(7267.JP$
Most of the sales at this company are joint ventures between Honda and Nissan, so it's a Canaria-like brand from the Chinese business, but the stock price isn't even quite high
Translated
$Woori Financial(WF.US$
$Mitsubishi UFJ Financial Group(8306.JP$
For the most part, Japanese banks and Korean banks almost always move in the same direction, so it's puzzling that they often go backwards
$Mitsubishi UFJ Financial Group(8306.JP$
For the most part, Japanese banks and Korean banks almost always move in the same direction, so it's puzzling that they often go backwards
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3
It's going well overall, but I'm wondering if it would be better if the championship and defeat were made a little more clear
There are no equal mergers in business, so it would be nice if the 2nd and 3rd core companies after BYD could clearly proceed with restructuring around that, but I still can't see the company that is at the core
There are no equal mergers in business, so it would be nice if the 2nd and 3rd core companies after BYD could clearly proceed with restructuring around that, but I still can't see the company that is at the core
Translated
dsrjjneepomupomu
reacted to
$BYD COMPANY(01211.HK$
It has been reported that the Chinese EV division other than BYD, Ideal Auto, and Tesla is in the red.
EVs are reported like Owakon, but there's no way they will be profitable rather than saying good or bad.
Whereas existing manufacturers sell millions of units, there is no way that most new EV manufacturers will be in surplus on a scale of tens of thousands to hundreds of thousands of units.
They only have 2 choices: sell at least 1 million units or perish, and there is no middle ground.
There is no option such as selling at a price where profits can be raised steadily.
It has been reported that the Chinese EV division other than BYD, Ideal Auto, and Tesla is in the red.
EVs are reported like Owakon, but there's no way they will be profitable rather than saying good or bad.
Whereas existing manufacturers sell millions of units, there is no way that most new EV manufacturers will be in surplus on a scale of tens of thousands to hundreds of thousands of units.
They only have 2 choices: sell at least 1 million units or perish, and there is no middle ground.
There is no option such as selling at a price where profits can be raised steadily.
Translated
10
$SoftBank Group(9984.JP$
I think how far this company's PBR deviates from 1 is an indication of the sense of overheating in Japanese stocks
I think how far this company's PBR deviates from 1 is an indication of the sense of overheating in Japanese stocks
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2
dsrjjneepomupomu
liked
In Japan, a storm of pessimism has not stopped due to media and internet users
The Bank of Japan actually”The dollar is in the 80 yen range” I bought it before 📈📈📈📈📈![]()
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#USDJPY #ドル円 #日銀
The Bank of Japan actually”The dollar is in the 80 yen range” I bought it before 📈📈📈📈📈
#USDJPY #ドル円 #日銀
Translated
5
1
For some reason, interest rate hikes and interest rate cuts are written in reverse
Translated
2
34 years ago was 160 yen 20 yen, so if you take 160 yen 30 yen from the chart, wouldn't it be the first time in 38 years?
Translated
$USD/JPY(USDJPY.FX$
The depreciation of the yen for the first time in 38 years since it broke through 160 yen and 20 yen, even if it was an instant, right?
I got back 1 yen in an instant, so it's definitely not an intervention now
The depreciation of the yen for the first time in 38 years since it broke through 160 yen and 20 yen, even if it was an instant, right?
I got back 1 yen in an instant, so it's definitely not an intervention now
Translated
8
$USD/JPY(USDJPY.FX$
As a point that is not often pointed out, from the standpoint of the money quantity theory, it is a situation where there were many PBR1 split stocks, which is a situation where the speed of money circulation is extremely low. This was improved due to requests from the Tokyo Stock Exchange, etc., and inflation occurred because the V value of MV=PT changed due to the fact that money stored dead in these companies began to move, leading to a depreciation of the yen as a result.
As a point that is not often pointed out, from the standpoint of the money quantity theory, it is a situation where there were many PBR1 split stocks, which is a situation where the speed of money circulation is extremely low. This was improved due to requests from the Tokyo Stock Exchange, etc., and inflation occurred because the V value of MV=PT changed due to the fact that money stored dead in these companies began to move, leading to a depreciation of the yen as a result.
Translated
5
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