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Good morning to all Moomoo users!
Here are the key points of this morning's first report.
● [Tokyo Stock Exchange Rate Forecast Range] 0.04 million1000 yen - 0.04 million1700 yen (9-day closing price 0.04 million1580 yen 17 sen)
● Federal Reserve Chairman's Congressional Testimony showing an open attitude over the US interest rate cut period
● Calls for Mr. Biden's withdrawal are overshadowing within the Democratic Party
●NVIDIA continues to grow and target stock price increases for semiconductor brands are conveyed
● Tesla continues to rise astonishingly to an expensive level since April 2022
● Foreign companies such as Toyota surpass the Big Three in terms of automobile production
-MOOMOO NEWS Amelia
Market Overview
In the US stock market on the 9th, the NY Dow Average continued to fall to 0.03 million9291 dollar 97 cent, 52 dollar 82 cents lower than the previous business day. The Nasdaq Composite Stock Price Index hit a high of 0.01 million8429.291, which was 25.553 points higher, and hit a new high. The Tokyo stock market on the 10th was dominated by profit-determining selling pressure on major large stocks, etc., and there seems to be a high possibility that the Nikkei Stock Average will fall.
Top news
Federal Reserve Chairman's Congressional Testimony showing an open attitude over the US interest rate cut period
...
● [Tokyo Stock Exchange Rate Forecast Range] 0.04 million1000 yen - 0.04 million1700 yen (9-day closing price 0.04 million1580 yen 17 sen)
● Federal Reserve Chairman's Congressional Testimony showing an open attitude over the US interest rate cut period
● Calls for Mr. Biden's withdrawal are overshadowing within the Democratic Party
●NVIDIA continues to grow and target stock price increases for semiconductor brands are conveyed
● Tesla continues to rise astonishingly to an expensive level since April 2022
● Foreign companies such as Toyota surpass the Big Three in terms of automobile production
-MOOMOO NEWS Amelia
Market Overview
In the US stock market on the 9th, the NY Dow Average continued to fall to 0.03 million9291 dollar 97 cent, 52 dollar 82 cents lower than the previous business day. The Nasdaq Composite Stock Price Index hit a high of 0.01 million8429.291, which was 25.553 points higher, and hit a new high. The Tokyo stock market on the 10th was dominated by profit-determining selling pressure on major large stocks, etc., and there seems to be a high possibility that the Nikkei Stock Average will fall.
Top news
Federal Reserve Chairman's Congressional Testimony showing an open attitude over the US interest rate cut period
...
Translated
![[Morning Report] Federal Reserve Chairman Gives No Hints When to Cut Interest Rates, NVIDIA Continues to Grow, Toyota Exceeds BIG3 in Number of Cars Produced](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20240710/1720561596606-dfecc58c7d.png/thumb?area=105&is_public=true)
![[Morning Report] Federal Reserve Chairman Gives No Hints When to Cut Interest Rates, NVIDIA Continues to Grow, Toyota Exceeds BIG3 in Number of Cars Produced](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20240710/1720565629732-eca1935967.png/thumb?area=105&is_public=true)
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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 Average ended 325.53 yen lower than the previous business day
● Inflation expectations are at a record high, boosting the Bank of Japan's July interest rate hike - prices are high due to the depreciation of the yen
● The focus of the “depreciation of the yen for the first time in 37 and a half years” due to the fall of the Nikkei average is not benefiting export companies but concerns about the domestic economy
●How do you look at the depreciation of the yen for the first time in 37 and a half years “no intervention effect” and “even in the 170 yen range”
● SoftBank G invests in Perplexity with a valuation of 3 billion dollars - stakeholders
● Toyota surpassed the previous year in May global sales for the first time in 4 months, and production split for 4 consecutive months due to China
● Hitachi's total market capitalization surpasses Sony G for the first time in 9 years and evolves into AI x electric power stocks
● Attention to the handle: $Toyota Motor(7203.JP$、 $Hitachi(6501.JP$、 $Nitori Holdings(9843.JP$、 $Mitsubishi UFJ Financial Group(8306.JP$etc...
●The Nikkei Average ended 325.53 yen lower than the previous business day
● Inflation expectations are at a record high, boosting the Bank of Japan's July interest rate hike - prices are high due to the depreciation of the yen
● The focus of the “depreciation of the yen for the first time in 37 and a half years” due to the fall of the Nikkei average is not benefiting export companies but concerns about the domestic economy
●How do you look at the depreciation of the yen for the first time in 37 and a half years “no intervention effect” and “even in the 170 yen range”
● SoftBank G invests in Perplexity with a valuation of 3 billion dollars - stakeholders
● Toyota surpassed the previous year in May global sales for the first time in 4 months, and production split for 4 consecutive months due to China
● Hitachi's total market capitalization surpasses Sony G for the first time in 9 years and evolves into AI x electric power stocks
● Attention to the handle: $Toyota Motor(7203.JP$、 $Hitachi(6501.JP$、 $Nitori Holdings(9843.JP$、 $Mitsubishi UFJ Financial Group(8306.JP$etc...
Translated
![Tokyo Market Summary: Nikkei average depreciation of 325 yen inflation expectations are at a record high, boosting the Bank of Japan's July interest rate hike - prices are high due to the depreciation of the yen](https://sgsnsimg.moomoo.com/sns_client_feed/181569713/20240627/e5beefe185ada4094a2f55d3f64d1e68.png/thumb?area=105&is_public=true)
![Tokyo Market Summary: Nikkei average depreciation of 325 yen inflation expectations are at a record high, boosting the Bank of Japan's July interest rate hike - prices are high due to the depreciation of the yen](https://sgsnsimg.moomoo.com/sns_client_feed/181569713/20240513/ce0a4b76f27541b083cf71a59461123c.png/thumb?area=105&is_public=true)
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The June general shareholders' meeting season has arrived. In recent years, not only activists (talking shareholders), but in the past it was seen as the “ruling party” on the corporate sideAsset management and management companies are also making strict evaluations of companies regarding the exercise of voting rights。
Professional investors' evaluations can also be called “the trend of stock selection,” and there is a possibility that subsequent stock prices will also be affected. Therefore, major domestic asset management and management companies have announcedCriteria for exercising voting rights at general shareholders' meetingsBased onOperation professionals say “NO!” to management 10 points to confrontI gave an example. It would also be a good idea to check stocks that have already been invested in and stocks that are candidates for investment from the following viewpoints.
◆Checkpoint 1:Continuous deficits
Regarding performance, there are many management companies that oppose the appointment of directors of companies that have continuous deficits. Many management companiesOppose the reappointment of top management or directors who have been in office during the deficit period for 3 consecutive terms in deficitIt says so.
Meiji Yasuda Asset Management says it opposes in principle the reappointment of representative directors of companies that have had operating deficits for 2 consecutive terms.
◆Checkpoint 2:Low ROE
ROE (return on equity) is 3...
Professional investors' evaluations can also be called “the trend of stock selection,” and there is a possibility that subsequent stock prices will also be affected. Therefore, major domestic asset management and management companies have announcedCriteria for exercising voting rights at general shareholders' meetingsBased onOperation professionals say “NO!” to management 10 points to confrontI gave an example. It would also be a good idea to check stocks that have already been invested in and stocks that are candidates for investment from the following viewpoints.
◆Checkpoint 1:Continuous deficits
Regarding performance, there are many management companies that oppose the appointment of directors of companies that have continuous deficits. Many management companiesOppose the reappointment of top management or directors who have been in office during the deficit period for 3 consecutive terms in deficitIt says so.
Meiji Yasuda Asset Management says it opposes in principle the reappointment of representative directors of companies that have had operating deficits for 2 consecutive terms.
◆Checkpoint 2:Low ROE
ROE (return on equity) is 3...
Translated
![“Shouldn't you buy” brands!? 10 checkpoints for management companies to hurt management at general shareholders' meetings](https://sgsnsimg.moomoo.com/sns_client_feed/181569713/20240618/0e31424da3c90f2b5d01bd57fd574f02.jpg/thumb?area=105&is_public=true)
![“Shouldn't you buy” brands!? 10 checkpoints for management companies to hurt management at general shareholders' meetings](https://sgsnsimg.moomoo.com/sns_client_feed/181569713/20240618/d7e5f1e551e8208d46127304356ca05b.jpg/thumb?area=105&is_public=true)
![“Shouldn't you buy” brands!? 10 checkpoints for management companies to hurt management at general shareholders' meetings](https://sgsnsimg.moomoo.com/sns_client_feed/181569713/20240618/3ba49d5a4638b6be70d3b57c6dce1ac7.jpg/thumb?area=105&is_public=true)
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$NVIDIA(NVDA.US$ It looks like it came 2 times, but I wonder if I should buy it~?
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$iShares 20+ Year Treasury Bond ETF(TLT.US$ This time, the FOMC, which thought it was a pigeon faction based on the CPI results, was unexpectedly a hawk faction!
I think bond investors who were waiting for interest rate cuts were disappointed 😭
However, I think the basis for cutting interest rates 3 times to 1 time per year in FOMC figures is a numerical value that is 1 part strong, and the inflation rate announced this time from 2.6% to 2.8% at the end of '25 was revised from 2.2% to 2.3% at the beginning of '25. However, GDP remained at 2.1%, and the inflation rate was rising!? This is because the FOMC says itself that the economy is weak!?
I think the strong plating of the American economy is peeling off 🤔
Nevertheless, I have an image that the Fed delays interest rate cuts, and that interest rate cuts fall at a considerable angle rather than a gradual decline 😋
I'm steadily expecting a change in NISA, bonds, and exchange rates 🥱
I think bond investors who were waiting for interest rate cuts were disappointed 😭
However, I think the basis for cutting interest rates 3 times to 1 time per year in FOMC figures is a numerical value that is 1 part strong, and the inflation rate announced this time from 2.6% to 2.8% at the end of '25 was revised from 2.2% to 2.3% at the beginning of '25. However, GDP remained at 2.1%, and the inflation rate was rising!? This is because the FOMC says itself that the economy is weak!?
I think the strong plating of the American economy is peeling off 🤔
Nevertheless, I have an image that the Fed delays interest rate cuts, and that interest rate cuts fall at a considerable angle rather than a gradual decline 😋
I'm steadily expecting a change in NISA, bonds, and exchange rates 🥱
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