GOHO
liked
$Mitsubishi Heavy Industries(7011.JP$ According to cabinet meetings and defense white papers, security and defense policies have increased drastically to 1.7 times that of last year, sales of escort ships due to defense cooperation between Japan and Australia, and rumors of new orders for escort ships with a displacement of 12,000 tons, etc.! BMD ballistic missile defense, 12 Tomahawk, SM6 anti-aircraft missile, equipped with high-output lasers, etc.! 379.7 billion yen ✖️ It's hectic with 2 ships! It's just a rumor 😅 is 12,000 tons because Hugh is on par with Kaga?? F35b private ship?? I mean?? I wonder if that's not a story!! If it becomes an aircraft carrier, will stocks of companies related to the Equipment Agency also move?
Translated
6
GOHO
voted
Morning traders, happy Thursday, July 18th we celebrated the grand opening of the moomoo JC office today! My name is Kevin Travers, and here are stories from the moomoo herd on Wall Street today.
$Taiwan Semiconductor(TSM.US$ raised its sales outlook after better-than-expected quarterly profit, as demand for its advanced chips continued to surge amid enthusiasm over artificial intelligence. The world's largest contract chip maker sa...
$Taiwan Semiconductor(TSM.US$ raised its sales outlook after better-than-expected quarterly profit, as demand for its advanced chips continued to surge amid enthusiasm over artificial intelligence. The world's largest contract chip maker sa...
38
7
GOHO
commented on
Strong in power analog semiconductors for automotive and industrial equipment $Rohm(6963.JP$There has been a drastic decline. It hit a low of 2255 yen 50 yen, 176 yen (7.23%) lower than the previous day, for the first time in 1 year and 9 months since 2022/7.
Corporate bonds (convertible bonds = CB) with stock acquisition rights denominated in euros and yen were issued on the 8th, and it was announced that 200 billion yen would be raised. There are concerns about the dilution of potential earnings per share associated with this. CBs are being recruited in overseas markets centered on Europe and Asia in 2 blocks of 100 billion yen each. The due date for payment is 4/24. When is the redemption periodApril 24, 2029withApril 24, '31It has become.
Our company participated in a TOB (public tender offer) for the company's shares by domestic coalitions such as Japan Industrial Partners (JIP) due to Toshiba's privatization, but the plan is to use it as part of the refund funds for the 300 billion yen bridge loan borrowed in this transaction.
Concerns about the fall in ROHM and dilution due to CB issuance
Corporate bonds (convertible bonds = CB) with stock acquisition rights denominated in euros and yen were issued on the 8th, and it was announced that 200 billion yen would be raised. There are concerns about the dilution of potential earnings per share associated with this. CBs are being recruited in overseas markets centered on Europe and Asia in 2 blocks of 100 billion yen each. The due date for payment is 4/24. When is the redemption periodApril 24, 2029withApril 24, '31It has become.
Our company participated in a TOB (public tender offer) for the company's shares by domestic coalitions such as Japan Industrial Partners (JIP) due to Toshiba's privatization, but the plan is to use it as part of the refund funds for the 300 billion yen bridge loan borrowed in this transaction.
Concerns about the fall in ROHM and dilution due to CB issuance
Translated
1
1
GOHO
liked
$Rohm(6963.JP$
Stock prices are falling because they are getting thinner, but aren't they falling too much?
I thought. Buy unit shares.
If it drops further by 5% or more, I plan to consider purchasing an additional one.
Stock prices are falling because they are getting thinner, but aren't they falling too much?
I thought. Buy unit shares.
If it drops further by 5% or more, I plan to consider purchasing an additional one.
Translated
4
GOHO
commented on
Translated
2
4
GOHO
voted
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, rose 116.09 dollars to 38356.07 dollars, and the Nasdaq Composite Stock Price Index, which has a high high-tech stock ratio, rose 74.24 points to 15525.55. The S&P 500 average, which consists of stocks of 500 major US companies, is 18.25 points higher at 5028.85.
$Dow Jones Industrial Average(.DJI.US$
$Nasdaq Composite Index(.IXIC.US$
$S&P 500 Index(.SPX.US$
Top news
The FRB's lag and the Bank of Japan's move ahead of schedule, and the specter of monetary policy that bothers investors = Kumano Hideo
There is severe adjustment pressure on Japanese and US stock prices. This is because the expected start of interest rate cuts by the US Federal Reserve (FRB) seems to be behind schedule from June, which was initially anticipated by the market.
The decline in US stocks is not over yet - Goldman Rubner
To prepare for a further decline in US stocks, a Goldman Sachs Group tactical specialist...
Market Overview
The US market started, and the Dow Jones Industrial Average, which consists of excellent stocks, rose 116.09 dollars to 38356.07 dollars, and the Nasdaq Composite Stock Price Index, which has a high high-tech stock ratio, rose 74.24 points to 15525.55. The S&P 500 average, which consists of stocks of 500 major US companies, is 18.25 points higher at 5028.85.
$Dow Jones Industrial Average(.DJI.US$
$Nasdaq Composite Index(.IXIC.US$
$S&P 500 Index(.SPX.US$
Top news
The FRB's lag and the Bank of Japan's move ahead of schedule, and the specter of monetary policy that bothers investors = Kumano Hideo
There is severe adjustment pressure on Japanese and US stock prices. This is because the expected start of interest rate cuts by the US Federal Reserve (FRB) seems to be behind schedule from June, which was initially anticipated by the market.
The decline in US stocks is not over yet - Goldman Rubner
To prepare for a further decline in US stocks, a Goldman Sachs Group tactical specialist...
Translated
30
GOHO
liked
In response to last week's US CPI and unexpected growth and expansion in retail sales this week,The movement to review interest rate cut forecasts for major banks on Wall Street has spread. Goldman Sachs is forecasting US interest rate cuts this year from 32 timesChanged to Barclays1 timeOnly Bankame and Deutsche BankOnce in DecemberIt showed the outlook that it was the only one. Both banks have conventionally anticipated that the reduction in US interest rates will begin in June. Deutsche Bank further said that when future inflation data disappoints expectations of interest rate cuts or when election results lead to fiscal policies that worsen inflation,Interest rates will not be cut until 2025He pointed out that there is also a possibility.
At the market“Don't go against the Fed” to “doubt the Fed”has become the password. Forecasts for when and how many interest rate cuts will start are nowThe fastest 9 month theory is the most powerfulIt becomes. The maximum number of times is 2 times,Mainstream onceAs a result, the theory that interest rate cuts will be postponed by the end of the year is also increasing. Investors need to maintain a cautious stance and determine how a decrease in interest rate cuts will ultimately affect the stock market.
What are investment opportunities created by the decline in US interest rate observations?
What is the marketInflation trading continues again, represented by copperindustrial metalsThere is room for further growth...
At the market“Don't go against the Fed” to “doubt the Fed”has become the password. Forecasts for when and how many interest rate cuts will start are nowThe fastest 9 month theory is the most powerfulIt becomes. The maximum number of times is 2 times,Mainstream onceAs a result, the theory that interest rate cuts will be postponed by the end of the year is also increasing. Investors need to maintain a cautious stance and determine how a decrease in interest rate cuts will ultimately affect the stock market.
What are investment opportunities created by the decline in US interest rate observations?
What is the marketInflation trading continues again, represented by copperindustrial metalsThere is room for further growth...
Translated
+2
30
GOHO
voted
Good morning to all moomoo users!Here's an overview of this morning's turnaround. Thank you in advance.
Market Overview
Today's Nikkei Stock Average started at 39496.95 yen, 149.91 yen higher than the previous business day, and the Tokyo Stock Price Index (TOPIX) started at 2739.27, 10.95 points higher.
Top news
The face of a competitor who is capable of policy changes without confusion and peeking out at interest rate hikes - Ueda Bank of Japan 1st year
It will be a full year in 9 days since Bank of Japan Governor Ueda Kazuo, the first post-war scholar, took office. The ability to successfully end the historic large-scale mitigation without confusion is highly regarded. The face of the competitor has been shown in the past year, but the real battle to achieve price targets is yet to come.
Japan's intervention, even if the red line is estimated to be around 153 yen - will it be preserved until after the US CPI
The yen exchange rate is approaching an important level, which is the first low in 34 years, but Standard Chartered points out that there is a high possibility that the Japanese authorities will wait for the US Consumer Price Index (CPI) statistics to be announced this week to support the currency.
Liquidity of Japanese government bonds has improved, and Bank of Japan control is declining due to negative interest rates and YCC abolition
...
Market Overview
Today's Nikkei Stock Average started at 39496.95 yen, 149.91 yen higher than the previous business day, and the Tokyo Stock Price Index (TOPIX) started at 2739.27, 10.95 points higher.
Top news
The face of a competitor who is capable of policy changes without confusion and peeking out at interest rate hikes - Ueda Bank of Japan 1st year
It will be a full year in 9 days since Bank of Japan Governor Ueda Kazuo, the first post-war scholar, took office. The ability to successfully end the historic large-scale mitigation without confusion is highly regarded. The face of the competitor has been shown in the past year, but the real battle to achieve price targets is yet to come.
Japan's intervention, even if the red line is estimated to be around 153 yen - will it be preserved until after the US CPI
The yen exchange rate is approaching an important level, which is the first low in 34 years, but Standard Chartered points out that there is a high possibility that the Japanese authorities will wait for the US Consumer Price Index (CPI) statistics to be announced this week to support the currency.
Liquidity of Japanese government bonds has improved, and Bank of Japan control is declining due to negative interest rates and YCC abolition
...
Translated
+1
23
GOHO
voted
Happy Friday, mooers! Welcome back to Weekly Buzz, where we review the news, performance, and community sentiment of the selected buzzing stocks on moomoo platform based on search and message volumes of this week! Answer the Weekly Topic question for a chance to win an award next week!
Make Your Choice
Weekly Buzz
The week ended with a 4.8 magnitude earthquake that rattled the Jersey City moomoo office, and the financial district of New York shook right outside t...
Make Your Choice
Weekly Buzz
The week ended with a 4.8 magnitude earthquake that rattled the Jersey City moomoo office, and the financial district of New York shook right outside t...
+9
49
13
GOHO
voted
Good morning to all Moomoo users!Here are the key points of this morning's first report.
● [Tokyo Stock Exchange Rate Forecast Range] 40,000 yen to 40,500 yen (25th closing price 4414 yen 12 sen)
● 2024 US Economic Growth Forecast Will Brighten All at Once in Six Months - Economist Survey
● Chicago Fed President predicts 3 interest rate cuts by the end of the year
● FRB Director Cook has no choice but to take a “careful approach” to interest rate cuts
● Japan's intervention risk rises in the $1 = 152-155 yen zone - BoFA
● Surveys of the EU, Apple, Meta, etc. based on the Digital Market Act
● Super Micro continued to grow for 3 days, and 1000 dollar recovery analysts began coverage by “buying”
● Bitcoin recovered to 70,000 dollars after being bought back into virtual currency-related stocks
● NY gold is leading the way in futures buying in the highest price range, and money is also used in ETFs
-MOOMOO NEWS Amelia
Market Overview
In the US stock market on the 25th, the NY Dow Jones Industrial Average continued to fall to 39,313 dollars 64 cents, down 162 dollars from the previous business day. The Nasdaq Composite Stock Price Index was 44.352 cents...
● [Tokyo Stock Exchange Rate Forecast Range] 40,000 yen to 40,500 yen (25th closing price 4414 yen 12 sen)
● 2024 US Economic Growth Forecast Will Brighten All at Once in Six Months - Economist Survey
● Chicago Fed President predicts 3 interest rate cuts by the end of the year
● FRB Director Cook has no choice but to take a “careful approach” to interest rate cuts
● Japan's intervention risk rises in the $1 = 152-155 yen zone - BoFA
● Surveys of the EU, Apple, Meta, etc. based on the Digital Market Act
● Super Micro continued to grow for 3 days, and 1000 dollar recovery analysts began coverage by “buying”
● Bitcoin recovered to 70,000 dollars after being bought back into virtual currency-related stocks
● NY gold is leading the way in futures buying in the highest price range, and money is also used in ETFs
-MOOMOO NEWS Amelia
Market Overview
In the US stock market on the 25th, the NY Dow Jones Industrial Average continued to fall to 39,313 dollars 64 cents, down 162 dollars from the previous business day. The Nasdaq Composite Stock Price Index was 44.352 cents...
Translated
23
1