Kouchan
liked
Kouchan
liked
【📝Latest comments on the Four Seasons Report📝】
Summarizing the key points of the summer 2024 issue.
I would like many investors to take a look at it٩( ᐛ )و
⚫︎ Forecasted operating profit for the year 2024 (April 2024 to March 2025, based on 3635 companies):
・All industries: Expected increase of 7.1%
・Manufacturing industry: Expected increase of 9.1%
・Non-manufacturing industry: Expected increase of 4.4%
Operating profit estimates for global sectors this term.
- Chemicals: Significant increase in profit of 36.7% compared to the previous term is expected.
- Automobile-related and semiconductor-related electronic materials are doing well.
- Resonac, Asahi Kasei, Nichidenko are performing well.
- Semiconductors: Machinery and electric appliances also have high profit margins.
- Tokyo Electron Ltd. unsponsored ADR, Disco, Lorthze are expanding.
Service industries and retail trade show high profit growth rates.
Improvement from the pandemic and the expansion of inbound tourists are having an impact.
Growth in DX support and e-commerce, etc.
Industries expecting a decrease in profits:
Electricity and gas industry
Temporary relief from lower fuel costs and delays in tariff adjustments.
・Iron & steel, petroleum and coal products, mining
・Expectation of decreased profits due to a temporary respite in the market
⚫︎注目点
・Increase in companies that raise dividends
・More than 1100 companies have announced dividend increases
・Companies that set a dividend payout ratio in their medium-term plans and continue to increase dividends even with expected profit declines are increasing
・Total return ratio including share buybacks and DOE (...
Summarizing the key points of the summer 2024 issue.
I would like many investors to take a look at it٩( ᐛ )و
⚫︎ Forecasted operating profit for the year 2024 (April 2024 to March 2025, based on 3635 companies):
・All industries: Expected increase of 7.1%
・Manufacturing industry: Expected increase of 9.1%
・Non-manufacturing industry: Expected increase of 4.4%
Operating profit estimates for global sectors this term.
- Chemicals: Significant increase in profit of 36.7% compared to the previous term is expected.
- Automobile-related and semiconductor-related electronic materials are doing well.
- Resonac, Asahi Kasei, Nichidenko are performing well.
- Semiconductors: Machinery and electric appliances also have high profit margins.
- Tokyo Electron Ltd. unsponsored ADR, Disco, Lorthze are expanding.
Service industries and retail trade show high profit growth rates.
Improvement from the pandemic and the expansion of inbound tourists are having an impact.
Growth in DX support and e-commerce, etc.
Industries expecting a decrease in profits:
Electricity and gas industry
Temporary relief from lower fuel costs and delays in tariff adjustments.
・Iron & steel, petroleum and coal products, mining
・Expectation of decreased profits due to a temporary respite in the market
⚫︎注目点
・Increase in companies that raise dividends
・More than 1100 companies have announced dividend increases
・Companies that set a dividend payout ratio in their medium-term plans and continue to increase dividends even with expected profit declines are increasing
・Total return ratio including share buybacks and DOE (...
Translated
15
Kouchan
commented on
Kouchan
liked
Kouchan
liked
Eventually, the Nikkei Average and TOPIX became negative, and today's Japanese stocks landed negative for all indices. The Nikkei Average assumes a line of 35,000 yen. There is a sign that it is likely to rise, but it is falling little by little in the direction of the line.
TOPIX also has a similar shape, but here the line is placed above the window opening. I'm going to look at this as one target.
The Mothers stopped on a spectacular line as explained. There is absolutely nothing technical, but if you look closely, you can't make a fool of it, and it's also important to have your own standards for stocks no matter what, and it also works well in that sense. So tomorrow is the match.
Overseas purchases have been overbought since the beginning of the year due to trading trends by investor. Meanwhile, individuals are simply overselling. Since the Nikkei Average moves in the same way as overseas, you can clearly see how strong foreign money is and how individuals go the opposite way. Japanese individual investors seem to like going against each other, and even looking at this kind of data, they still don't understand the meaning of going against each other. Of course, there's no problem with those who win with it. I'm an overwhelmingly progressive person, and I've never recommended going against it.
When it comes to investing, it's important not to lose. And the stock price is the market...
TOPIX also has a similar shape, but here the line is placed above the window opening. I'm going to look at this as one target.
The Mothers stopped on a spectacular line as explained. There is absolutely nothing technical, but if you look closely, you can't make a fool of it, and it's also important to have your own standards for stocks no matter what, and it also works well in that sense. So tomorrow is the match.
Overseas purchases have been overbought since the beginning of the year due to trading trends by investor. Meanwhile, individuals are simply overselling. Since the Nikkei Average moves in the same way as overseas, you can clearly see how strong foreign money is and how individuals go the opposite way. Japanese individual investors seem to like going against each other, and even looking at this kind of data, they still don't understand the meaning of going against each other. Of course, there's no problem with those who win with it. I'm an overwhelmingly progressive person, and I've never recommended going against it.
When it comes to investing, it's important not to lose. And the stock price is the market...
Translated
+1
24
Kouchan
liked
I don't spend money on slightly expensive things like UberEats, but you should invest in information even if it's a bit more expensive. The more capable you are of earning through investments, the less you'll struggle. Sometimes just by spending money, great ideas can emerge, leading to earnings of millions or tens of millions of yen. Instead of being stingy in strange ways, quickly elevate yourself to higher levels and you'll see quicker progress in life and higher happiness. It's a common problem that too many people misuse their money. Oh, and that doesn't mean you should buy strange investment information like some kind of fishing scheme.
Translated
21
Kouchan
liked
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 32402.41 yen, 168.62 yen lower than the previous business day
● Bank of Japan postpones additional mitigation revisions and decides to maintain the current state of monetary policy and advances yen depreciation
● Respond appropriately to excessive fluctuations in exchange rates without eliminating all options - Finance Minister Suzuki
● Service prices rise 2.0% for 2 consecutive months for the first time in 30 years
● Notable stocks: $Sumitomo Mitsui Financial Group (8316.JP)$、 $Mitsubishi UFJ Financial Group (8306.JP)$、 $Mitsui Fudosan (8801.JP)$etc
-MooMoo News Japan Stock Zeber
Market Overview
In today's Tokyo stock market, the Nikkei Stock Average ended at 32402.41 yen, down 168.62 yen from the previous business day, and the TSE stock price index (TOPIX) fell 7.14 points to 2376.27.
Top news
Update - [Breaking News] Bank of Japan postpones additional mitigation revisions and decides to maintain current monetary policy and depreciates yen
...
●The Nikkei Stock Average ended at 32402.41 yen, 168.62 yen lower than the previous business day
● Bank of Japan postpones additional mitigation revisions and decides to maintain the current state of monetary policy and advances yen depreciation
● Respond appropriately to excessive fluctuations in exchange rates without eliminating all options - Finance Minister Suzuki
● Service prices rise 2.0% for 2 consecutive months for the first time in 30 years
● Notable stocks: $Sumitomo Mitsui Financial Group (8316.JP)$、 $Mitsubishi UFJ Financial Group (8306.JP)$、 $Mitsui Fudosan (8801.JP)$etc
-MooMoo News Japan Stock Zeber
Market Overview
In today's Tokyo stock market, the Nikkei Stock Average ended at 32402.41 yen, down 168.62 yen from the previous business day, and the TSE stock price index (TOPIX) fell 7.14 points to 2376.27.
Top news
Update - [Breaking News] Bank of Japan postpones additional mitigation revisions and decides to maintain current monetary policy and depreciates yen
...
Translated
17
![[empty]](https://static.moomoo.com/node_futunn_nnq/assets/images/folder.5c37692712.png)
![[error]](https://static.moomoo.com/node_futunn_nnq/assets/images/no-network.991ae8055c.png)
![[loading]](data:image/svg+xml;base64,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)