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This week's Tokyo stock market,Entering the last "central bank week" of the year, as we approach the meetings of the central banks of Japan, the United States, and ChinaThe first half of the week is a wait-and-see approachfor the upcoming meetings.It is expected to continue. The Federal Open Market Committee (FOMC) is scheduled for the 17th to 18th and the Bank of Japan Monetary Policy Meeting is scheduled for the 18th to 19th. The results of the FOMC will be revealed before the Bank of Japan meeting results are announced.The 19th is a major focal point.Many market participants are expecting a 25bp rate cut at the FOMC and a policy rate hold at the Bank of Japan meeting.
In the Tokyo stock market, while the expectation of a rate hike by the Bank of Japan is the mainstream, the slight improvement in the business sentiment of large manufacturing companies in the Bank of Japan Tankan survey announced on the 13th casts doubts on the rate hike speculations.Even if a rate hike is postponed at this meeting, the focus will be on how to express the roadmap for rate hikes in 2025. If Governor Kuroda hints at a rate hike in the January meeting next year at the press conference, the yen is likely to be bought, posing a downside risk to Japanese stocks.If Governor Kuroda hints at a rate hike in the January meeting next year at the press conference, the yen is likely to be bought, posing a downside risk to Japanese stocks.
In addition, towards the end of the year, there is an expectation for a "year-end rally" where stock prices rise.、Individual stock picking is gaining momentum.In the market...
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$NVIDIA (NVDA.US)$
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How about buying it now?
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This article utilizes auto-translation in some parts.
● $NVIDIA (NVDA.US)$After the market close on November 20th, Eastern Time in the United States.(Scheduled to announce earnings on November 21st, Thursday, from 06:00 Japan time)。
According to market consensus, $NVIDIA (NVDA.US)$The performance forecast for Q3 2025 is expected to have revenue of 33.028 billion dollars, an 82.27% increase compared to the same period last year. The EPS is expected to increase by 88.11% to 0.70 dollars compared to the same period last year.
● Wall Street collectively raises NVIDIA's target stock price.
● The company's stock price tripled compared to the end of 2023, driven by the tailwind of major tech companies' capital investments.
● Issues with the server rack design for next-generation chips? What impact will it have on performance?
$NVIDIA (NVDA.US)$Earnings reports are scheduled to be announced after the close of November 20th US Eastern Time (06:00 on November 21st, Thursday in Japan time). According to market consensus, $NVIDIA (NVDA.US)$The revenue forecast for Q3 2025 is expected to be higher than the previous year...
● $NVIDIA (NVDA.US)$After the market close on November 20th, Eastern Time in the United States.(Scheduled to announce earnings on November 21st, Thursday, from 06:00 Japan time)。
According to market consensus, $NVIDIA (NVDA.US)$The performance forecast for Q3 2025 is expected to have revenue of 33.028 billion dollars, an 82.27% increase compared to the same period last year. The EPS is expected to increase by 88.11% to 0.70 dollars compared to the same period last year.
● Wall Street collectively raises NVIDIA's target stock price.
● The company's stock price tripled compared to the end of 2023, driven by the tailwind of major tech companies' capital investments.
● Issues with the server rack design for next-generation chips? What impact will it have on performance?
$NVIDIA (NVDA.US)$Earnings reports are scheduled to be announced after the close of November 20th US Eastern Time (06:00 on November 21st, Thursday in Japan time). According to market consensus, $NVIDIA (NVDA.US)$The revenue forecast for Q3 2025 is expected to be higher than the previous year...
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There are six semiconductor-related companies that have a large impact on the Nikkei Stock Average Index.For the second quarter earnings (Laser Tech is for the first quarter), four companies saw an increase in revenue and profit. All companies are expected to see an increase in revenue and profit for the full year. As for the full-year performance forecast, $Tokyo Electron (8035.JP)$、 $Advantest (6857.JP)$、 $Screen Holdings (7735.JP)$Three companiesThree companies are making their second upward revision this fiscal year following the first quarter.Has been announced.Continuing strong demand for AI servers and other products.Three companies are experiencing a prosperous period due to the global semiconductor shortage in the fiscal year ending in March 2021 and March 2022, with continuous upward revisions. It seems that a similar trend has started this fiscal year as well.
On the other hand,The stock prices are lackluster.The current stock prices of semiconductor manufacturing equipment makers are weighed down by concerns over the strengthened export regulations from the USA to China. The decline in stocks with high dependence on Chinese revenue is particularly notable. According to Bloomberg Intelligence (BI),concerns are mounting over the intensified export restrictions from the USA to China.The decline in stocks heavily reliant on revenue from China is particularly significant. According to Bloomberg Intelligence (BI),In the overall semiconductor manufacturing equipment market next year (2025), compared to the previous year...
On the other hand,The stock prices are lackluster.The current stock prices of semiconductor manufacturing equipment makers are weighed down by concerns over the strengthened export regulations from the USA to China. The decline in stocks with high dependence on Chinese revenue is particularly notable. According to Bloomberg Intelligence (BI),concerns are mounting over the intensified export restrictions from the USA to China.The decline in stocks heavily reliant on revenue from China is particularly significant. According to Bloomberg Intelligence (BI),In the overall semiconductor manufacturing equipment market next year (2025), compared to the previous year...
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![Semiconductors and AI demand soar! Three companies including Tohoku Electric Power are making their second upward revision this fiscal year! Can they overcome the rough waves of regulations from China? [Earnings Summary]](https://sgsnsimg.moomoo.com/sns_client_feed/181569713/20241115/70ae19d31cf8ea16f2a6e7e636e7a0ed.jpg/thumb?area=105&is_public=true)
![Semiconductors and AI demand soar! Three companies including Tohoku Electric Power are making their second upward revision this fiscal year! Can they overcome the rough waves of regulations from China? [Earnings Summary]](https://sgsnsimg.moomoo.com/sns_client_feed/181569713/20241115/07935ffa5d9d3f1dd8e777dce6afd382.jpg/thumb?area=105&is_public=true)
![Semiconductors and AI demand soar! Three companies including Tohoku Electric Power are making their second upward revision this fiscal year! Can they overcome the rough waves of regulations from China? [Earnings Summary]](https://sgsnsimg.moomoo.com/sns_client_feed/181569713/20241115/c799ee9f7e6bf5e387fa111c1d95fa18.jpg/thumb?area=105&is_public=true)
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Survey Insights: 📊
The latest Edelman Trust Barometer, marking its 20th anniversary, has revealed a sobering trend – a growing sentiment of inequality is eroding trust not just in societal institutions but also in capitalism itself. A notable finding is that many, especially in developed markets, no longer hold the belief that working hard guarantees a better life.
Despite economic progress, a significant portion of respondents don't foresee an imp...
The latest Edelman Trust Barometer, marking its 20th anniversary, has revealed a sobering trend – a growing sentiment of inequality is eroding trust not just in societal institutions but also in capitalism itself. A notable finding is that many, especially in developed markets, no longer hold the belief that working hard guarantees a better life.
Despite economic progress, a significant portion of respondents don't foresee an imp...
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$NVIDIA (NVDA.US)$ is On August 28th in the after-hours of the U.S. stock market (morning of August 29th in Japan), they are scheduled to announce the earnings for the second quarter of fiscal year 2025. While dominating the market for semiconductors for artificial intelligence (AI), the focus is on whether they can exceed market expectations with strong growth and performance. Please determine if Nvidia can outperform market expectations. Predict the closing price of Nvidia on the day following the earnings call and cast your vote!
【Compensation】
●Distribute 10,000 points equally
Until 10:00 PM on August 29th (Japan time)ToThe closing price of nvidia on August 29th (5:00 AM on August 30th Japan time)Please predict the financial estimates and select from the price range below. If the actual closing price matches the selected price range, points will be evenly distributed to all users who selected the corresponding price range (e.g. if 50 users correctly predict, each will receive 200 points)!
【Special Challenge! Win 500 yen worth of Amazon gift card】
Predict nvidia's closing price accurately and get a chance to win additional rewards!
By 10:00 PM on August 29th (Japan time)on August 29thWith...
【Compensation】
●Distribute 10,000 points equally
Until 10:00 PM on August 29th (Japan time)ToThe closing price of nvidia on August 29th (5:00 AM on August 30th Japan time)Please predict the financial estimates and select from the price range below. If the actual closing price matches the selected price range, points will be evenly distributed to all users who selected the corresponding price range (e.g. if 50 users correctly predict, each will receive 200 points)!
【Special Challenge! Win 500 yen worth of Amazon gift card】
Predict nvidia's closing price accurately and get a chance to win additional rewards!
By 10:00 PM on August 29th (Japan time)on August 29thWith...
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