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This article utilizes auto-translation in some parts.
Three weeks have passed since the election, and investors are paying attention to the policy direction of the Trump administration. Trump 2.0 is nearly finalized, with most of the candidates for key economic positions such as Treasury Secretary and Commerce Secretary already decided.
In this environment, US stocks continue to fluctuate. The 'Trump Trade' initially surged but retreated due to reflation concerns, and then rebounded. Since election day, $S&P 500 Index (.SPX.US)$ it has risen by 5.2%.
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Deutsche Bank forecasts S&P500 to reach 7,000 by 2025.
Deutsche Bank predicts that the S&P500 will reach 7,000 points by the end of 2025, based on robust profit growth and strong supply and demand.
Barclays also raised its forecast to 6,600 points, citing the strength of the US economy, easing inflation, and the growth potential of mega-cap high-tech companies as supporting factors. These target values represent increases of 17.27% and 10.56% from current levels, respectively.
Both banks expect big tech to continue to lead the profits of the S&P500, ...
Three weeks have passed since the election, and investors are paying attention to the policy direction of the Trump administration. Trump 2.0 is nearly finalized, with most of the candidates for key economic positions such as Treasury Secretary and Commerce Secretary already decided.
In this environment, US stocks continue to fluctuate. The 'Trump Trade' initially surged but retreated due to reflation concerns, and then rebounded. Since election day, $S&P 500 Index (.SPX.US)$ it has risen by 5.2%.
Deutsche Bank predicts that the S&P500 will reach 7,000 points by the end of 2025, based on robust profit growth and strong supply and demand.
Barclays also raised its forecast to 6,600 points, citing the strength of the US economy, easing inflation, and the growth potential of mega-cap high-tech companies as supporting factors. These target values represent increases of 17.27% and 10.56% from current levels, respectively.
Both banks expect big tech to continue to lead the profits of the S&P500, ...
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I can't say it, even though the yen is so strong.
I can't say I'm not used to it at all 🥺
I can't say I'm not used to it at all 🥺
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Good morning to all Moomoo users!![]()
Here are the key points of the morning news.
●[Tokyo Stock Market Forecast Range] 0.03 million2800 yen - 0.03 million3500 yen (closing price on the 5th 0.03 million1458 yen 42 sen)
●Global simultaneous stock market decline, risk-off due to concerns of US recession + sharp yen appreciation
●Despite concerns of US economic downturn, ISM non-manufacturing index shows recovery, risk-off & dollar selling easing
●Speculation of emergency rate cut in the US resurfaces, ISM non-manufacturing index improves in expansion range, increasing uncertainty
●Expectation for the Fed's interest rate cut within the year expands to 1.25 points
●Nvidia briefly falls below $100, negative sentiment due to expected delay in next-generation AI semiconductors
· Yesterday's 'bought stocks!' summary -What stocks are expected to continue? -Japanese stocks
－moomoo News Amelia
Market Overview
In the US stock market on the 5th, the Dow Jones Industrial Average fell by $1033.99, or 0.03%, to $8703.27, marking the third consecutive decline. The Nasdaq Composite Index was down 576.082 points, or 0.01%, to 6200.082. On the 6th, the Tokyo stock market is expected to rebound in the short term...
●[Tokyo Stock Market Forecast Range] 0.03 million2800 yen - 0.03 million3500 yen (closing price on the 5th 0.03 million1458 yen 42 sen)
●Global simultaneous stock market decline, risk-off due to concerns of US recession + sharp yen appreciation
●Despite concerns of US economic downturn, ISM non-manufacturing index shows recovery, risk-off & dollar selling easing
●Speculation of emergency rate cut in the US resurfaces, ISM non-manufacturing index improves in expansion range, increasing uncertainty
●Expectation for the Fed's interest rate cut within the year expands to 1.25 points
●Nvidia briefly falls below $100, negative sentiment due to expected delay in next-generation AI semiconductors
· Yesterday's 'bought stocks!' summary -What stocks are expected to continue? -Japanese stocks
－moomoo News Amelia
Market Overview
In the US stock market on the 5th, the Dow Jones Industrial Average fell by $1033.99, or 0.03%, to $8703.27, marking the third consecutive decline. The Nasdaq Composite Index was down 576.082 points, or 0.01%, to 6200.082. On the 6th, the Tokyo stock market is expected to rebound in the short term...
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![[Morning Report] Is it time to buy the dips in the global stock market? Speculation of an emergency interest rate cut in the US is also emerging. USD/JPY is in the 141 yen range to the 145 yen range.](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20240806/1722893215756-76bcc772b9.png/thumb?area=105&is_public=true)
![[Morning Report] Is it time to buy the dips in the global stock market? Speculation of an emergency interest rate cut in the US is also emerging. USD/JPY is in the 141 yen range to the 145 yen range.](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20240806/1722897739939-8d7b100f92.png/thumb?area=105&is_public=true)
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PPI was strong, but Michigan was weak, so we went back to cutting interest rates 3 times a year.
US interest rates are falling too, is that cool!?
US interest rates are falling too, is that cool!?
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This article uses automatic translation for some of its parts
While the market is still debating whether US stocks have fallen into a bubble or whether US stocks will continue to rise, the asset management movements of Mr. Paul Pelosi, the husband of Mr. Pelosi, a former US House Speaker called the “wise man of Capitol Hill,” recently became clear.
According to publicly available information, the Pelosi family recently $Broadcom (AVGO.US)$ Stocks and $NVIDIA (NVDA.US)$ purchase of stock call options, $Tesla (TSLA.US)$ Stocks and $Visa (V.US)$ It has recorded 4 transactions, such as the sale of part of shares.
● Purchase
June 24, exercise price 800 dollars, valid until 2025/6/20 $Broadcom (AVGO.US)$ Purchase 20 call options.The transaction value is 1 million dollars to 5 million dollars。
June 26,1 million dollars to 5 million dollarsEquivalent $NVIDIA (NVDA.US)$...
While the market is still debating whether US stocks have fallen into a bubble or whether US stocks will continue to rise, the asset management movements of Mr. Paul Pelosi, the husband of Mr. Pelosi, a former US House Speaker called the “wise man of Capitol Hill,” recently became clear.
According to publicly available information, the Pelosi family recently $Broadcom (AVGO.US)$ Stocks and $NVIDIA (NVDA.US)$ purchase of stock call options, $Tesla (TSLA.US)$ Stocks and $Visa (V.US)$ It has recorded 4 transactions, such as the sale of part of shares.
● Purchase
June 24, exercise price 800 dollars, valid until 2025/6/20 $Broadcom (AVGO.US)$ Purchase 20 call options.The transaction value is 1 million dollars to 5 million dollars。
June 26,1 million dollars to 5 million dollarsEquivalent $NVIDIA (NVDA.US)$...
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Good morning to all moomoo users! We will deliver notable stocks and the latest rating information from the front market.![]()
Today's strong and weak ingredients
7/5 [Strong and Weak Materials]
3 points to pay attention to in the front field
●Market developments with weak sales but strong expectations
● $Kewpie (2809.JP)$The revised earnings forecast for the fiscal year ending 2024/11 was announced. Sales were revised upward from 480 billion yen to 486 billion yen, and operating profit was revised upward from 31 billion yen to 34 billion yen.
● $GSI Creos (8101.JP)$Expanding sales of dialysis devices in Central and South America, integrated with clinics
Stocks that have moved, notable stocks
$Honda Motor (7267.JP)$has declined. Four non-life insurance companies, such as Tokio Marine & Nichido Fire Insurance, sold 500 billion yen worth of the company's shares. Reduction in policy holdings.
$SanBio (4592.JP)$There is a buy-and-sell exchange. Rough price movements continue due to confusion surrounding regenerative cell drug candidates.
$euglena (2931.JP)$is significantly higher. We succeeded for the first time in the world in improving the breed of algae capable of increasing the amount of fats and oils produced as raw materials for biofuels by irradiating them with neutron rays...
Today's strong and weak ingredients
7/5 [Strong and Weak Materials]
3 points to pay attention to in the front field
●Market developments with weak sales but strong expectations
● $Kewpie (2809.JP)$The revised earnings forecast for the fiscal year ending 2024/11 was announced. Sales were revised upward from 480 billion yen to 486 billion yen, and operating profit was revised upward from 31 billion yen to 34 billion yen.
● $GSI Creos (8101.JP)$Expanding sales of dialysis devices in Central and South America, integrated with clinics
Stocks that have moved, notable stocks
$Honda Motor (7267.JP)$has declined. Four non-life insurance companies, such as Tokio Marine & Nichido Fire Insurance, sold 500 billion yen worth of the company's shares. Reduction in policy holdings.
$SanBio (4592.JP)$There is a buy-and-sell exchange. Rough price movements continue due to confusion surrounding regenerative cell drug candidates.
$euglena (2931.JP)$is significantly higher. We succeeded for the first time in the world in improving the breed of algae capable of increasing the amount of fats and oils produced as raw materials for biofuels by irradiating them with neutron rays...
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(189A) D&M Company $D&M Co (189A.JP)$
The D&M Company Group consists of D&M Company and two subsidiaries, providing services to medical institutions such as hospitals and care providers, including funding support services through the purchase of medical treatment and care receivables, consulting and M&A support for management improvement, leasing and sales of medical devices, and management support services such as staffing and business outsourcing.
The business of D&M Company is a single segment of management support services for medical institutions, and its revenue is classified into three categories: 1) Finance & Investment (F&I), 2) Consulting & Business Renovation (C&Br), 3) HR & OS (Human Resources & Outsourcing).
The revenue composition ratio for the 23/5 term was 48.8% for F&I services, 28.2% for C&Br services, and 23.0% for HR & OS services. By customer type, medical institutions accounted for about 70% and care providers accounted for about 30%.
F&I Services provides purchasing services for medical treatment and care receivables by D&M Company and leasing of medical equipment by its subsidiary, D&M Partners.
The D&M Company Group consists of D&M Company and two subsidiaries, providing services to medical institutions such as hospitals and care providers, including funding support services through the purchase of medical treatment and care receivables, consulting and M&A support for management improvement, leasing and sales of medical devices, and management support services such as staffing and business outsourcing.
The business of D&M Company is a single segment of management support services for medical institutions, and its revenue is classified into three categories: 1) Finance & Investment (F&I), 2) Consulting & Business Renovation (C&Br), 3) HR & OS (Human Resources & Outsourcing).
The revenue composition ratio for the 23/5 term was 48.8% for F&I services, 28.2% for C&Br services, and 23.0% for HR & OS services. By customer type, medical institutions accounted for about 70% and care providers accounted for about 30%.
F&I Services provides purchasing services for medical treatment and care receivables by D&M Company and leasing of medical equipment by its subsidiary, D&M Partners.
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