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The earnings reports of major semiconductor-related stocks announced from July to early AugustThe growth in AI-related sectorsstands out, raising expectations for a V-shaped recovery in performance. The Tokyo stock market experienced a major crash in early August, but there are also signs of bottom fishing in related stocks. Japan timeOn August 29 at 5:20 am Japan time, $NVIDIA (NVDA.US)$there will be earnings announcements from the leading US semiconductor company, which is expected to impact not only domestic related stocks but also the Nikkei Stock Average itself.Major semiconductor-related stocks representing a high weight (composition ratio) in the Nikkei AverageWe confirmed the key points of the settlement, the current stock price, and the views of analysts. (Note: Only the fourth quarter and full year of LaserTech are disclosed for the fiscal year ending June 2024, and others are disclosed for the first quarter of the fiscal year ending March 2025).
Upward revision already in the first quarter.
The demand for AI generation and others is strong, already in the first quarter. $Tokyo Electron (8035.JP)$、 $Advantest (6857.JP)$ 、 $Screen Holdings (7735.JP)$Three companies have upward revisions...
Upward revision already in the first quarter.
The demand for AI generation and others is strong, already in the first quarter. $Tokyo Electron (8035.JP)$、 $Advantest (6857.JP)$ 、 $Screen Holdings (7735.JP)$Three companies have upward revisions...
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$OSE Nikkei 225 Futures(DEC4) (NK225main.JP)$
Why are the stocks falling? 😭
Why are the stocks falling? 😭
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$Taiwan Semiconductor (TSM.US)$
take a look at it now... I'll say it to my teacher! That's because they say they've been bullied!
take a look at it now... I'll say it to my teacher! That's because they say they've been bullied!
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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 million 1000 yen - 0.04 million 1500 yen (12th closing price 0.04 million1190 yen 68 sen)
● Chairman Powell is confident in controlling inflation as the possibility that Mr. Trump will return is increasing
● Sales in India, where Apple and iPhone shipments began to increase in the April-June fiscal year, also reached a record high
●Goldman succeeded in focusing on increasing sales and profits in the April-6 fiscal year
● Super Micro rose to become a stock calculated by the NASDAQ 100 Index
● In anticipation of the return of Mr. Trump, who is buying stronger in virtual currency-related stocks
-MOOMOO NEWS Amelia
Market Overview
The US NY Dow on the 15th of the week rose by 210.82 dollars to 40211.72, the Nasdaq Composite Index rose 74.12 points to 18472.57, and the Chicago Nikkei 225 futures were 41090 yen, 80 yen lower than the Osaka Japan-China ratio. Today's Nikkei Average is expected to clash.
Top news
The possibility that Mr. Trump will return is increasing, Chairman Powell is confident in controlling inflation
Former US President Trump's dark weekend...
● [Tokyo Stock Exchange Rate Forecast Range] 0.04 million 1000 yen - 0.04 million 1500 yen (12th closing price 0.04 million1190 yen 68 sen)
● Chairman Powell is confident in controlling inflation as the possibility that Mr. Trump will return is increasing
● Sales in India, where Apple and iPhone shipments began to increase in the April-June fiscal year, also reached a record high
●Goldman succeeded in focusing on increasing sales and profits in the April-6 fiscal year
● Super Micro rose to become a stock calculated by the NASDAQ 100 Index
● In anticipation of the return of Mr. Trump, who is buying stronger in virtual currency-related stocks
-MOOMOO NEWS Amelia
Market Overview
The US NY Dow on the 15th of the week rose by 210.82 dollars to 40211.72, the Nasdaq Composite Index rose 74.12 points to 18472.57, and the Chicago Nikkei 225 futures were 41090 yen, 80 yen lower than the Osaka Japan-China ratio. Today's Nikkei Average is expected to clash.
Top news
The possibility that Mr. Trump will return is increasing, Chairman Powell is confident in controlling inflation
Former US President Trump's dark weekend...
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$Taiwan Semiconductor (TSM.US)$ofThe performance is goodIt was announced on July 10 that the June revenue increased by 32.9% compared to the same month last year, reaching a record high for the month.In the 4th-6th months, revenue increased by 40% compared to the same period last year, significantly exceeding the market estimate of 35.5% increase.The strength of TSMC, the world's largest foundry (semiconductor outsourcing production), suggests that the AI investment boom is continuing.solelySaid.
TSMC's revenue is disclosed before the earnings announcement, so its sales trend is an leading indicator of performance not only for TSMC but also for related companies. From the perspective of the supply chain, There is a high possibility that the significant increase in revenue exceeding TSMC's financial estimates indicates the following two points:.
1) The business of TSMC's major customers who place orders with TSMC is robust.
Not only TSMC, but its major suppliers are also performing well.
So this time,Check out the leading stocks in the USA and Japan from TSMC's customers and suppliers.While discussing the recent developments of each company,earnings outlook and stock prices...
TSMC's revenue is disclosed before the earnings announcement, so its sales trend is an leading indicator of performance not only for TSMC but also for related companies. From the perspective of the supply chain, There is a high possibility that the significant increase in revenue exceeding TSMC's financial estimates indicates the following two points:.
1) The business of TSMC's major customers who place orders with TSMC is robust.
Not only TSMC, but its major suppliers are also performing well.
So this time,Check out the leading stocks in the USA and Japan from TSMC's customers and suppliers.While discussing the recent developments of each company,earnings outlook and stock prices...
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While in Japan, the Bank of Japan is calculating the timing for additional rate hikes amidst a weakening yen, the rest of the world is shifting towards a global easing mode.Consider focusing on overseas bond investments.Wouldn't it be a good idea to consider focusing on overseas bond investments?There are many overseas bond ETFs that are currently setting new all-time highs..
The characteristic of bond investments compared to stocks is that they provide stable returns (dividends) with minimal price volatility, so the expectation of price increases is low. However, with easing measuresIn a low interest rate environment, bond prices are expected to rise, so you can expect not only traditional income gains but also capital gains.Furthermore, if the yen continues to weaken, there will be exchange rate gains, so overseas bond ETFs are in an unbeatable state.Therefore, let's pick up stocks that have a return on investment in the past year (annual dividend yield + year-to-date return - trust fee) that exceeds 10% from July 2023.There is a possibility of a 24% to 26% increase in revenue compared to the previous year in 2024.
Therefore, let's pick up stocks that have a return on investment in the past year (annual dividend yield + year-to-date return - trust fee) that exceeds 10% from July 2023.Therefore, let's pick up stocks that have a return on investment in the past year (annual dividend yield + year-to-date return - trust fee) that exceeds 10% from July 2023.Therefore, let's pick up stocks that have a return on investment in the past year (annual dividend yield + year-to-date return - trust fee) that exceeds 10% from July 2023.Three bond ETFs that can be invested in the growth investment frame of the new NISA.The deviation from the closing price of 2,371 yen on the 9th is about Introducing fi ve US-listed monthly distribution dollar-denominated bond selections (consisting of risk-averse and high-yield types)....
The characteristic of bond investments compared to stocks is that they provide stable returns (dividends) with minimal price volatility, so the expectation of price increases is low. However, with easing measuresIn a low interest rate environment, bond prices are expected to rise, so you can expect not only traditional income gains but also capital gains.Furthermore, if the yen continues to weaken, there will be exchange rate gains, so overseas bond ETFs are in an unbeatable state.Therefore, let's pick up stocks that have a return on investment in the past year (annual dividend yield + year-to-date return - trust fee) that exceeds 10% from July 2023.There is a possibility of a 24% to 26% increase in revenue compared to the previous year in 2024.
Therefore, let's pick up stocks that have a return on investment in the past year (annual dividend yield + year-to-date return - trust fee) that exceeds 10% from July 2023.Therefore, let's pick up stocks that have a return on investment in the past year (annual dividend yield + year-to-date return - trust fee) that exceeds 10% from July 2023.Therefore, let's pick up stocks that have a return on investment in the past year (annual dividend yield + year-to-date return - trust fee) that exceeds 10% from July 2023.Three bond ETFs that can be invested in the growth investment frame of the new NISA.The deviation from the closing price of 2,371 yen on the 9th is about Introducing fi ve US-listed monthly distribution dollar-denominated bond selections (consisting of risk-averse and high-yield types)....
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$NVIDIA (NVDA.US)$ The market is up a little bit before opening! A little relief. I hope it continues to go up 😊
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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 at 39173.15 yen, 368.50 yen higher than the previous business day
● Financial stocks led the way, TOPIX had the biggest rate of increase in June, and bonds fell
● Approaching large stocks and value stocks, and buying Toyota is drastically high every day
● Cryptocurrency is also emerging as a new “trump trade” - Bernstein
● Weakness of yen, possibility that it will progress more than expected = BofA
● Hitachi stock has been high since listing, the total market value is 16 trillion yen, and stock buybacks are expected
● Attention to the handle: $Toyota Motor (7203.JP)$、 $Hitachi (6501.JP)$、 $Keisei Electric Railway (9009.JP)$
ー MooMoo News Japanese stock Sherry
Market Overview
Today's Nikkei Stock Average ended at 39173.15 yen, 368.50 yen higher than the previous business day, and the Tokyo Stock Price Index (TOPIX) ended at 2787.37, 47.18 points higher than the previous business day.
Top news
Financial stocks led the way, TOPIX had the biggest rate of increase in June, and bonds fell
...
●The Nikkei Average ended at 39173.15 yen, 368.50 yen higher than the previous business day
● Financial stocks led the way, TOPIX had the biggest rate of increase in June, and bonds fell
● Approaching large stocks and value stocks, and buying Toyota is drastically high every day
● Cryptocurrency is also emerging as a new “trump trade” - Bernstein
● Weakness of yen, possibility that it will progress more than expected = BofA
● Hitachi stock has been high since listing, the total market value is 16 trillion yen, and stock buybacks are expected
● Attention to the handle: $Toyota Motor (7203.JP)$、 $Hitachi (6501.JP)$、 $Keisei Electric Railway (9009.JP)$
ー MooMoo News Japanese stock Sherry
Market Overview
Today's Nikkei Stock Average ended at 39173.15 yen, 368.50 yen higher than the previous business day, and the Tokyo Stock Price Index (TOPIX) ended at 2787.37, 47.18 points higher than the previous business day.
Top news
Financial stocks led the way, TOPIX had the biggest rate of increase in June, and bonds fell
...
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$Cisco (CSCO.US)$
$NVIDIA (NVDA.US)$After hitting an all-time high on a closing price basis on 6/18, it fell, and by the 24th13% declineI did it.Does this sharp drop mark the end of the AI boom, or is it simply a speed adjustment。In order to find the answer, we will examine the true selling factors. I also want to check the low price medalsI think.
Selling factors
The following three main factors are the factors behind NVIDIA sales this time.
1) The upward pitch was too fast
2) sector rotation
3) Supply and demand factors
1) The upward pitch was too fast
When I checked NVIDIA's stock price and 200-day moving average, both continued to rise. However,Since the upward pitch of stock prices was too fast, the divergence rate from the 200-day moving average widenedI did it. When a high price was set on 6/18, the divergence rate reached 98%. Based on past cases,When the divergence rate is close to 100%, will stock prices stand still or adjustI did it.
2) sector rotation
If you check the US market after 6/18, when NVIDIA stocks were adjusted,Aspects of sector rotationPresented...
$NVIDIA (NVDA.US)$After hitting an all-time high on a closing price basis on 6/18, it fell, and by the 24th13% declineI did it.Does this sharp drop mark the end of the AI boom, or is it simply a speed adjustment。In order to find the answer, we will examine the true selling factors. I also want to check the low price medalsI think.
Selling factors
The following three main factors are the factors behind NVIDIA sales this time.
1) The upward pitch was too fast
2) sector rotation
3) Supply and demand factors
1) The upward pitch was too fast
When I checked NVIDIA's stock price and 200-day moving average, both continued to rise. However,Since the upward pitch of stock prices was too fast, the divergence rate from the 200-day moving average widenedI did it. When a high price was set on 6/18, the divergence rate reached 98%. Based on past cases,When the divergence rate is close to 100%, will stock prices stand still or adjustI did it.
2) sector rotation
If you check the US market after 6/18, when NVIDIA stocks were adjusted,Aspects of sector rotationPresented...
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