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$Nippon Telegraph & Telephone(9432.JP$
It looks like Toyota's decline has stopped
Where are investors' eyes going?
NTT has already acquired the next generation weapon called IWON
The sales target will be global communication networks and global data centers.
Verizon and AT&T in the United States crashed last year due to a problem with the disposal of communication lines containing lead.
There doesn't seem to be such a problem with IWON...
The industry most affected by this spread is rising in price for some reason...
A crowd of people who can only see their eyes
It's around 150 yen, and the mentality of not being able to buy it back is probably growing
When lightning shines, those not in the market can't benefit from it...
The highlight of IWON is optical technology, and the effect of reducing power consumption...
Lightning is electricity
Let me meet up with something
What do you have in your hands when lightning shines?
It looks like Toyota's decline has stopped
Where are investors' eyes going?
NTT has already acquired the next generation weapon called IWON
The sales target will be global communication networks and global data centers.
Verizon and AT&T in the United States crashed last year due to a problem with the disposal of communication lines containing lead.
There doesn't seem to be such a problem with IWON...
The industry most affected by this spread is rising in price for some reason...
A crowd of people who can only see their eyes
It's around 150 yen, and the mentality of not being able to buy it back is probably growing
When lightning shines, those not in the market can't benefit from it...
The highlight of IWON is optical technology, and the effect of reducing power consumption...
Lightning is electricity
Let me meet up with something
What do you have in your hands when lightning shines?
Translated
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moo三平
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● $Nippon Telegraph & Telephone(9432.JP$(NTT) will announce financial results for the fiscal year ending 2024/3 on 5/10.
● The consolidated earnings forecast for the full year is sales down 0.6% from the previous fiscal year to 13.60 trillion yen, operating profit up 6.6% to 1.95 trillion yen, net profit up 3.5% to 1.255 billion yen, and EPS to 14 yen 80 sen.NTT DOCOMO, which is under its umbrella, made Monex Securities a consolidated subsidiary in January '24, and sales and profits are expected to increase。
● Stock splits were taken into considerationThe annual dividend is 0.2 yen higher than the previous fiscal year, and dividends are scheduled to be increased for 13 consecutive termsI'm doing it. When financial results are announcedDividend forecasts for the fiscal year ending 25/3 (fiscal year 24) will also be disclosedoutlook.
● The revised NTT Law came into effect in April, and it became possible to change company names and appoint foreign officers.
● According to evaluations by 16 analysts, 43.75% are bullish, 31.25% are slightly bullish, 12.50% are neutral, and 12.50% are slightly bearish, and the overall evaluation is “slightly bullish.”The average target stock price is 199.69 yen, which is 17.6% above the 7-day closing price (169.8 yen)。
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Fourth...
● The consolidated earnings forecast for the full year is sales down 0.6% from the previous fiscal year to 13.60 trillion yen, operating profit up 6.6% to 1.95 trillion yen, net profit up 3.5% to 1.255 billion yen, and EPS to 14 yen 80 sen.NTT DOCOMO, which is under its umbrella, made Monex Securities a consolidated subsidiary in January '24, and sales and profits are expected to increase。
● Stock splits were taken into considerationThe annual dividend is 0.2 yen higher than the previous fiscal year, and dividends are scheduled to be increased for 13 consecutive termsI'm doing it. When financial results are announcedDividend forecasts for the fiscal year ending 25/3 (fiscal year 24) will also be disclosedoutlook.
● The revised NTT Law came into effect in April, and it became possible to change company names and appoint foreign officers.
● According to evaluations by 16 analysts, 43.75% are bullish, 31.25% are slightly bullish, 12.50% are neutral, and 12.50% are slightly bearish, and the overall evaluation is “slightly bullish.”The average target stock price is 199.69 yen, which is 17.6% above the 7-day closing price (169.8 yen)。
Translated
![[Financial Results Preview] Can NTT show 14 consecutive dividend increases in the fiscal year 24 forecast, and what are the positive surprises of the NTT law revisions?](https://sgsnsimg.moomoo.com/sns_client_feed/181569713/20240508/2fbfbd11da43965e6392ad0a6d2b4804.jpg/thumb?area=105&is_public=true)
![[Financial Results Preview] Can NTT show 14 consecutive dividend increases in the fiscal year 24 forecast, and what are the positive surprises of the NTT law revisions?](https://sgsnsimg.moomoo.com/sns_client_feed/181569713/20240508/5f0a97d14766ca7afed69800312d779c.jpg/thumb?area=105&is_public=true)
![[Financial Results Preview] Can NTT show 14 consecutive dividend increases in the fiscal year 24 forecast, and what are the positive surprises of the NTT law revisions?](https://sgsnsimg.moomoo.com/sns_client_feed/181569713/20240508/18b61bdc4a32790f7a887bc4ec35263a.jpg/thumb?area=105&is_public=true)
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moo三平
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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 began at 39056.93 yen, 466.62 yen lower than the previous business day, and the Tokyo Stock Price Index (TOPIX) fell 27.35 points at 2732.29.
Top news
The return to life insurance yen bonds is progressing, is foreign debt investment prudent - management plans announced starting this week
There is a high possibility that life insurance companies will increase their holdings of Japanese government bonds in 2024 in response to the end of the Bank of Japan's negative interest rate policy. While the normalization of monetary policy seems to be progressing cautiously, it seems that investment in ultra-long-term bonds will continue as interest rates rise. Meanwhile, there is a possibility that foreign bonds will increase open foreign bonds while managing exchange risk.
The yen is in the first half of the 153 yen range against the dollar, making a nervous move due to uncertainty surrounding the situation in the Middle East
The yen exchange rate of the Tokyo Foreign Exchange Market on the 15th was 1 dollar = in the first half of the 153 yen range. In response to Iran carrying out an attack on Israel over the weekend, there was a scene where risk-avoiding yen purchases took precedence in early morning transactions. The market has entered a phase of determining the course of the situation in the Middle East...
Market Overview
Today's Nikkei Stock Average began at 39056.93 yen, 466.62 yen lower than the previous business day, and the Tokyo Stock Price Index (TOPIX) fell 27.35 points at 2732.29.
Top news
The return to life insurance yen bonds is progressing, is foreign debt investment prudent - management plans announced starting this week
There is a high possibility that life insurance companies will increase their holdings of Japanese government bonds in 2024 in response to the end of the Bank of Japan's negative interest rate policy. While the normalization of monetary policy seems to be progressing cautiously, it seems that investment in ultra-long-term bonds will continue as interest rates rise. Meanwhile, there is a possibility that foreign bonds will increase open foreign bonds while managing exchange risk.
The yen is in the first half of the 153 yen range against the dollar, making a nervous move due to uncertainty surrounding the situation in the Middle East
The yen exchange rate of the Tokyo Foreign Exchange Market on the 15th was 1 dollar = in the first half of the 153 yen range. In response to Iran carrying out an attack on Israel over the weekend, there was a scene where risk-avoiding yen purchases took precedence in early morning transactions. The market has entered a phase of determining the course of the situation in the Middle East...
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$Screen Holdings(7735.JP$ 、 $Disco(6146.JP$ 、 $Advantest(6857.JP$ 、 $Zensho Holdings(7550.JP$ 、 $Renesas Electronics(6723.JP$ 、 $Kawasaki Kisen Kaisha(9107.JP$Achieved a year-to-date performance of over 100% until December 19.
$Nippon Sanso Holdings(4091.JP$ 、 $Tokyo Electron(8035.JP$ 、 $Toppan Holdings(7911.JP$has achieved a year-to-date performance of over 90%.
$NEC(6701.JP$ has achieved year-to-date performance of over 77%.
Source: moomoo
Data time point: 2...
$Nippon Sanso Holdings(4091.JP$ 、 $Tokyo Electron(8035.JP$ 、 $Toppan Holdings(7911.JP$has achieved a year-to-date performance of over 90%.
$NEC(6701.JP$ has achieved year-to-date performance of over 77%.
Source: moomoo
Data time point: 2...
Translated
![[2023 review] Check out the list of the top 10 Japanese stock appreciation rates!](https://sgsnsimg.moomoo.com/feed_image/181569713/1a0e97b6d5c238318e2a7c3459601ea7.png/thumb)
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moo三平
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While thinking about asset formation under the new NISA
I want to enter VYM, but the yield is low
HDV and SPYD are also recommended for those who are worried
Each one covers a different sector, so
For example, combine to secure yield while increasing dispersion
It is also possible to use it like that
I hope it will be helpful to everyone.
I want to enter VYM, but the yield is low
HDV and SPYD are also recommended for those who are worried
Each one covers a different sector, so
For example, combine to secure yield while increasing dispersion
It is also possible to use it like that
I hope it will be helpful to everyone.
Translated
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moo三平
liked
It is an established theory that the company's stock price on the business day after past financial results rose 10% overnight due to Nvidia's high growth potential and high performance here, and I think that buying actually called for buying and actually rising 10% or more on the business day after quarterly settlement against the backdrop of good financial results.
Good financial results exceeding expectations were expected this time as well, and before that, there were probably many people who had accumulated even a small amount of shares and held them.
However, even though the current quarterly financial results were good, stock prices did not rise on the business day after settlement as in the past.
I don't think it's necessary to worry about growth potential, good performance, and profitability, but this time, institutional investors, and individual investors, bought more than 2 weeks before the quarterly financial results, and that is probably because stock prices before the quarterly financial results showed 10 consecutive increases, and profits were determined and declined while buying and selling were intersecting and buying back.
Conversely, novice individual investors who felt uneasy, mainly institutional investors, may be aiming to buy more at bargain prices even slightly cheaper, hoping for a temporary crash contrary to good performance as if in an adjustment phase?
I would like to hold growth stocks without worry and have cash and spare money as buying opportunities only arrive when they crash.
Good financial results exceeding expectations were expected this time as well, and before that, there were probably many people who had accumulated even a small amount of shares and held them.
However, even though the current quarterly financial results were good, stock prices did not rise on the business day after settlement as in the past.
I don't think it's necessary to worry about growth potential, good performance, and profitability, but this time, institutional investors, and individual investors, bought more than 2 weeks before the quarterly financial results, and that is probably because stock prices before the quarterly financial results showed 10 consecutive increases, and profits were determined and declined while buying and selling were intersecting and buying back.
Conversely, novice individual investors who felt uneasy, mainly institutional investors, may be aiming to buy more at bargain prices even slightly cheaper, hoping for a temporary crash contrary to good performance as if in an adjustment phase?
I would like to hold growth stocks without worry and have cash and spare money as buying opportunities only arrive when they crash.
Translated
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moo三平
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$NVIDIA(NVDA.US$
Despite a year-to-date movement of +234%, $NVDA remains cheap no matter how you look at it. CY'24's EPS is currently $20 per share (+7% compared to previous night). NVDA is $488, the 2024 PER is 24.5 times, and the revenue growth rate from 2024 to 2027 is +22 times. This is equivalent to 1.1 times PEG, and is extremely cheap for a super-large growth stock (my 2024 PER TSLA is 54 times, while the EPS growth rate from 2023 to 27 is +38% = 1.4 times PEG).
Despite a year-to-date movement of +234%, $NVDA remains cheap no matter how you look at it. CY'24's EPS is currently $20 per share (+7% compared to previous night). NVDA is $488, the 2024 PER is 24.5 times, and the revenue growth rate from 2024 to 2027 is +22 times. This is equivalent to 1.1 times PEG, and is extremely cheap for a super-large growth stock (my 2024 PER TSLA is 54 times, while the EPS growth rate from 2023 to 27 is +38% = 1.4 times PEG).
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NVIDIA's third-quarter financial results exceeded Wall Street's predictions, but the stock price fell 1%. The company said there will be a negative impact in the next quarter as export restrictions are affecting sales to organizations in China and other countries.
Colette Kress, who is responsible for finance at NVIDIA, stated in a letter addressed to shareholders, “We expect sales to these regions to drop drastically in the fourth quarter of fiscal 2024, but we believe this decline will be offset by strong growth in other regions.”
In a conference call with analysts, Kress said NVIDIA is working with some customers in the Middle East and China to obtain US government licenses to sell high-performance products. NVIDIA is looking to develop new data center products that are in line with government policies and do not require a license, but Kress said they don't think they will make sense in the fourth quarter.
Below is a comparison with analysts' consensus:
interests: $4.02 per share after adjustment; forecast $3.37
turnover: 181.2 billion dollars Expected: 16.1 billion 8 million dollars...
Colette Kress, who is responsible for finance at NVIDIA, stated in a letter addressed to shareholders, “We expect sales to these regions to drop drastically in the fourth quarter of fiscal 2024, but we believe this decline will be offset by strong growth in other regions.”
In a conference call with analysts, Kress said NVIDIA is working with some customers in the Middle East and China to obtain US government licenses to sell high-performance products. NVIDIA is looking to develop new data center products that are in line with government policies and do not require a license, but Kress said they don't think they will make sense in the fourth quarter.
Below is a comparison with analysts' consensus:
interests: $4.02 per share after adjustment; forecast $3.37
turnover: 181.2 billion dollars Expected: 16.1 billion 8 million dollars...
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