makotonakano
voted
[Rewards]
To the 3 users who made the closest predictions,500 yen Amazon gift cardI will give it as a present.
[How to participate]
By 10/26 8:00 p.m. Japan timeThe opening price of Meta on October 26thPlease anticipate and post! (Example: the opening price is expected to be $320). I would be happy if you could include your own investment ideas too! Please share your impressions and comments on the financial results!
Meta's 2023 Q3 financial results briefing Aftermarket on October 25thIt is scheduled to be held on 10/25 (6:00 a.m. Japan time).
Wall Street is Facebook's parent company33.43 billionPer share in dollar sales$3.62 profitI expect to get it. This represents a significant increase in sales and profit compared to net sales of 27.71 billion dollars and earnings per share of 1.64 dollars in the same period last year.
You may be able to find more trading opportunities by receiving financial results!
*The financial results briefing is scheduled for 10/26 at 6 a.m. Japan time.
Click here for the live stream of the financial results briefing:
Meta 2023-Q3 financial results briefing (subtitle translation)
...
To the 3 users who made the closest predictions,500 yen Amazon gift cardI will give it as a present.
[How to participate]
By 10/26 8:00 p.m. Japan timeThe opening price of Meta on October 26thPlease anticipate and post! (Example: the opening price is expected to be $320). I would be happy if you could include your own investment ideas too! Please share your impressions and comments on the financial results!
Meta's 2023 Q3 financial results briefing Aftermarket on October 25thIt is scheduled to be held on 10/25 (6:00 a.m. Japan time).
Wall Street is Facebook's parent company33.43 billionPer share in dollar sales$3.62 profitI expect to get it. This represents a significant increase in sales and profit compared to net sales of 27.71 billion dollars and earnings per share of 1.64 dollars in the same period last year.
You may be able to find more trading opportunities by receiving financial results!
*The financial results briefing is scheduled for 10/26 at 6 a.m. Japan time.
Click here for the live stream of the financial results briefing:
Meta 2023-Q3 financial results briefing (subtitle translation)
...
Translated
![[Privileges available] Let's get rewards by predicting the opening price of Meta (Meta) after the Q3 financial results are announced!](https://sgsnsimg.moomoo.com/181000777/editor_image/0d0610bf481c345abe5db23889808978.jpg/thumb)
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makotonakano
voted
US Federal Reserve (Fed) policymakers have received new data showing signs of inflation cooling, and there is a growing possibility that interest rates will remain unchanged at the next September meeting.
According to data released by the Bureau of Labor Statistics on 8/10, the core consumer price index (CPI), which excludes rapidly fluctuating food and energy costs, rose 0.2 percent for 2 consecutive months. The rate of increase over the past two months was the smallest in the past two years. The overall CPI also rose 0.2% in July and 3.2% compared to the same month last year.
Steven Stanley, chief economist at Santander US Capital Markets LLC, said, “The Fed must have been encouraged by the low numbers for the second year in a row. I think the Fed's intention is to skip to September. I'm sure these aren't my last words.”
The Federal Reserve raised the federal funds interest rate from 5.25% to the 5.5% range in July, making it the highest level in the past 22 years. The median of the most recent quarterly forecast of the Federal Reserve officials announced in June showed two more interest rate hikes this year, and the first rate hike was achieved with last month's rate hike.
President Michelle Borman said on 8/7 that prices were low...
According to data released by the Bureau of Labor Statistics on 8/10, the core consumer price index (CPI), which excludes rapidly fluctuating food and energy costs, rose 0.2 percent for 2 consecutive months. The rate of increase over the past two months was the smallest in the past two years. The overall CPI also rose 0.2% in July and 3.2% compared to the same month last year.
Steven Stanley, chief economist at Santander US Capital Markets LLC, said, “The Fed must have been encouraged by the low numbers for the second year in a row. I think the Fed's intention is to skip to September. I'm sure these aren't my last words.”
The Federal Reserve raised the federal funds interest rate from 5.25% to the 5.5% range in July, making it the highest level in the past 22 years. The median of the most recent quarterly forecast of the Federal Reserve officials announced in June showed two more interest rate hikes this year, and the first rate hike was achieved with last month's rate hike.
President Michelle Borman said on 8/7 that prices were low...
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makotonakano
voted
This time, we invited Mr. PAN to talk about his investment experience. How did they choose the investment market and how did they earn 100 million yen in 5 years? How did you reflect when your investment failed...
I was also asked to answer the questions I had received from everyone beforehand. Let's take a look at PAN's answers together!
──What led you to start investing? Have you ever woken up to investing?
PAN: I was living in the US when I started investing in American stocks in 2013, and when I noticed, my bank account balance was around 300,000 dollars.At that time, the US also had zero interest ratesSo even if you keep it in a bank, it won't increase.Investments are importantI had that input into my head, and I thought I had to do something, so I started investing.
The reason I started investing in the first place was that when I went to an American bank for some kind of errand, the person at the counter said, “It's a waste not to manage even though I have quite a bit of balance. I will introduce the person in charge of operation.” I was told that 2 Japanese women were introduced...
Translated
![US Stock Investor Interview! What is the secret to building assets of 100 million yen or more by investing in stocks ⁉️](https://sgsnsimg.moomoo.com/181000888/editor_image/30d92d0c46603af99684d6926771b1d8.png/thumb)
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makotonakano
reacted to
I understand the logic that interest rates increase as risk increases.
However, in the following article, it is written that “since demand for safe assets increases, US bonds are being bought and interest rates are also rising.”
Eh, since the rating has gone down, the safety level has dropped, right?
Hmm, I don't understand the logic.
$U.S. 10-Year Treasury Notes Yield(US10Y.BD$
I wonder if I'll wander around 4% for a while.
Since US interest rates are expected to drop from next year or so, interest rates will probably drop accordingly.
$Direxion Daily 20+ Year Treasury Bull 3X Shares ETF(TMF.US$
So, TMF is popular.
I thought I'd like to buy TLT or EDV, but it's true that TMF has higher expectations for price increases.
$iShares 20+ Year Treasury Bond ETF(TLT.US$
However, the risk of a 3x bull is huge, isn't it? In theory, it's “when you stop.”
Why don't you try holding it with a satellite?
Either way, the yen depreciates...
However, in the following article, it is written that “since demand for safe assets increases, US bonds are being bought and interest rates are also rising.”
Eh, since the rating has gone down, the safety level has dropped, right?
Hmm, I don't understand the logic.
$U.S. 10-Year Treasury Notes Yield(US10Y.BD$
I wonder if I'll wander around 4% for a while.
Since US interest rates are expected to drop from next year or so, interest rates will probably drop accordingly.
$Direxion Daily 20+ Year Treasury Bull 3X Shares ETF(TMF.US$
So, TMF is popular.
I thought I'd like to buy TLT or EDV, but it's true that TMF has higher expectations for price increases.
$iShares 20+ Year Treasury Bond ETF(TLT.US$
However, the risk of a 3x bull is huge, isn't it? In theory, it's “when you stop.”
Why don't you try holding it with a satellite?
Either way, the yen depreciates...
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makotonakano
reacted to
I don't really understand the connection.
No, that's a lie, I don't understand at all.
$Nikkei 225(.N225.JP$
No, that's a lie, I don't understand at all.
$Nikkei 225(.N225.JP$
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makotonakano
reacted to
The rating agency Fitch Ratings lowered the rating of US bonds by one level from the top “AAA” to “AAA +” on 8/1.
In the past, in 2011, the price of US bonds rose despite being downgraded. (See YouTube membership for details)
I don't know if it will be the same this time, but since the volatility will increase, diversification is essential for those who are investing in bonds. The 8/4 US employment statistics are also noteworthy.
In the past, in 2011, the price of US bonds rose despite being downgraded. (See YouTube membership for details)
I don't know if it will be the same this time, but since the volatility will increase, diversification is essential for those who are investing in bonds. The 8/4 US employment statistics are also noteworthy.
Translated
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makotonakano
voted
summary:
The rating agency Fitch lowered the US government's highest rating on Tuesday. This surprised investors by inviting an angry reaction from the White House despite the resolution of the debt ceiling crisis two months ago.
Fitch lowered the US rating from AAA to AA+ on the grounds of financial deterioration over the next three years and repeated tight debt ceiling negotiations, doubting the government's ability to pay.
Due to this downgrade, Fitch is the second major rating company after S&P to strip the US of its triple A rating.
Implications for the United States
1. The dollar fell in a wide range of currencies; 2. Stock futures fell; 3. US bond futures rose
Analysts' comments
Analysts pointed out the risk that further downgrades by major rating agencies could affect investment portfolios holding the highest rated securities.
However, Raymond James analyst Ed Mills said Tuesday that he doesn't expect the market to respond significantly to the news.
He said, “I understand that after S&P was downgraded, many of these contracts were remade to describe them as 'triple A' or 'government assurance'. Therefore, rather than Fitch's ratings...
The rating agency Fitch lowered the US government's highest rating on Tuesday. This surprised investors by inviting an angry reaction from the White House despite the resolution of the debt ceiling crisis two months ago.
Fitch lowered the US rating from AAA to AA+ on the grounds of financial deterioration over the next three years and repeated tight debt ceiling negotiations, doubting the government's ability to pay.
Due to this downgrade, Fitch is the second major rating company after S&P to strip the US of its triple A rating.
Implications for the United States
1. The dollar fell in a wide range of currencies; 2. Stock futures fell; 3. US bond futures rose
Analysts' comments
Analysts pointed out the risk that further downgrades by major rating agencies could affect investment portfolios holding the highest rated securities.
However, Raymond James analyst Ed Mills said Tuesday that he doesn't expect the market to respond significantly to the news.
He said, “I understand that after S&P was downgraded, many of these contracts were remade to describe them as 'triple A' or 'government assurance'. Therefore, rather than Fitch's ratings...
Translated
![Will America's credit level drop??](https://sgsnsimg.moomoo.com/feed_image/182455106/e3981f14ac7438d193a76dcbf99a4cde.jpg/thumb)
7
makotonakano
liked
Treasury Secretary Yellen has been downgraded and is extremely aggressive. Market participants expect that the impact will not be significant.
Until now, the rise has been large, with the NASDAQ at the top, so those who take a short break can run for a long time. Even amateurs think so, so professionals probably think so too. They say adjustments need to be made somewhere.
This is a great opportunity! If the market does not adjust even with this, deeper and longer adjustments may come in the future. I want you to stop doing that.
In the short term, positions are reduced or hedged on runaway grounds. I want to buy more stocks I own as a good long-term promotion!
Until now, the rise has been large, with the NASDAQ at the top, so those who take a short break can run for a long time. Even amateurs think so, so professionals probably think so too. They say adjustments need to be made somewhere.
This is a great opportunity! If the market does not adjust even with this, deeper and longer adjustments may come in the future. I want you to stop doing that.
In the short term, positions are reduced or hedged on runaway grounds. I want to buy more stocks I own as a good long-term promotion!
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8
makotonakano
liked and voted
$Meta Platforms(META.US$ Meta Q2 FY23:
• Daily active people +7% Y/Y to 3.07B.
• Revenue +11% Y/Y to $32B ($1.2B beat).
• Operating margin 29% (flat Y/Y).
• FCF margin 34% (+19pp Y/Y).
• EPS $2.98 ($0.05 beat).
Q3 FY23 guidance:
• Revenue ~$32B-$34.5 (~$2B beat).
- In the second quarter, revenue achieved the largest year-and-a-half YoY growth, and EPS rebounded, halting the decline, with an ...
• Daily active people +7% Y/Y to 3.07B.
• Revenue +11% Y/Y to $32B ($1.2B beat).
• Operating margin 29% (flat Y/Y).
• FCF margin 34% (+19pp Y/Y).
• EPS $2.98 ($0.05 beat).
Q3 FY23 guidance:
• Revenue ~$32B-$34.5 (~$2B beat).
- In the second quarter, revenue achieved the largest year-and-a-half YoY growth, and EPS rebounded, halting the decline, with an ...
![AI Boosts Ad Revenue: Meta's Q2 Income Surges 11% Exceeding Expectations, Stock Jumps Over 7% After-Hours](https://ussnsimg.moomoo.com/feed_image/70042948/ba2dd604027e32d2a721a68d4c92fed1.png/thumb)
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makotonakano
voted
Columns Coca-Cola - KO quarter!
This could be one of the best quarters for $Coca-Cola(KO.US$.
The company not only recovered from the COVID-19 period.
It is blossoming and growing much more than it used to.
1. Revenue growth on price action adjustments
Conversely from TSLA, which reported more deliveries yet lower revenue, Coca-Cola did the opposite - unit case volume was even, but net revenue grew 6%. Organically, it was up 11%.
2. Revenues rose at a higher rate than the cost of goods
What amplifies ...
The company not only recovered from the COVID-19 period.
It is blossoming and growing much more than it used to.
1. Revenue growth on price action adjustments
Conversely from TSLA, which reported more deliveries yet lower revenue, Coca-Cola did the opposite - unit case volume was even, but net revenue grew 6%. Organically, it was up 11%.
2. Revenues rose at a higher rate than the cost of goods
What amplifies ...
![Coca-Cola - KO quarter!](https://sgsnsimg.moomoo.com/102263458/editor_image/352bdb66a7f930ebbc363c28522b4e3e.webp/bigjpg)
![Coca-Cola - KO quarter!](https://sgsnsimg.moomoo.com/102263458/editor_image/bdc9e452205f30a897c565f04a31c2b7.png/thumb)
![Coca-Cola - KO quarter!](https://sgsnsimg.moomoo.com/102263458/editor_image/8d3d1ff57d173d5d9d79be966bb7351a.png/thumb)
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