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The US financial results season is finally starting. This time,Stocks whose earnings forecasts were revised upward by analysts just before the earnings release seasonI've listed it up. Stocks on the list have good earnings forecastsSurprisingly, stocks belonging to “plain” industries stood out more than tech stocks. In the meantime,There are also many stocks whose stock prices are currently strong. The base for buying has expanded,The fact that signs of sector rotation have come out is also thought to be the background。
[Text]
The US financial results season is finally starting. In this period just before financial results are announced, there is a strong tendency for analysts to make final adjustments to corporate performance forecasts. This is to reflect the latest information since the last announcement of financial results in earnings forecasts. This time, using Bloomberg dataI tried extracting stocks with upward revisions in performance。
Screening conditionsare as follows.
1) Constituent stocks of the Dow Jones Industrial Average, the S&P 500 Index, the Nasdaq 100 Index, and the Philadelphia Semiconductor Stock Price Index (SOX Index)
2)The year-to-date rate of decline in stock prices...
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Nachi_
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金利低下が目前に迫る中、遂に金などのコモディティ価格が上昇を見せています！
個人的に好きな金鉱株も例によって上昇しております。 $Barrick Gold (GOLD.US)$ を保有しておりますが。ここ1ヶ月で株価13％強アップ![]()
金鉱株は金と違って配当を出してくれるので、金価格が下がった局面でも少しばかりの心の支えがあるので、好きです![]()
今後金利が下がれば、さらに金の魅力度が上がると思いますので、PFにも入れてみてもエッセンスとしては面白いかもですね![]()
個人的に好きな金鉱株も例によって上昇しております。 $Barrick Gold (GOLD.US)$ を保有しておりますが。ここ1ヶ月で株価13％強アップ
金鉱株は金と違って配当を出してくれるので、金価格が下がった局面でも少しばかりの心の支えがあるので、好きです
今後金利が下がれば、さらに金の魅力度が上がると思いますので、PFにも入れてみてもエッセンスとしては面白いかもですね
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Since the Nikkei Stock Average has surpassed the 40,000 yen milestone for the first time, further purchases of Japanese stocks by overseas players are expected. There are many stocks where foreigners already hold most of their shares, such as those under the umbrella of foreign capital. Under the umbrella of foreign capital $Chugai Pharmaceutical (4519.JP)$、 $Nippon Paint Holdings (4612.JP)$、 $MonotaRO (3064.JP)$So what is foreign-ownedAbout 80%, in sharp70%It occupies. For net investment purposes $Sony Group (6758.JP)$、 $Fujitsu (6702.JP)$、 $Kawasaki Kisen Kaisha (9107.JP)$、 $Mitsui Fudosan (8801.JP)$、 $Nintendo (7974.JP)$Large stocks such as are popular40% to 60% are owned by foreignersIt has become.
According to Nissay Asset Management's analysis, it is not “after” when the ownership ratio of foreign investors increased,High returns are realized in the “process of increasing” the ownership ratioIt's called. Also, foreigners are PBR (net stock price...
According to Nissay Asset Management's analysis, it is not “after” when the ownership ratio of foreign investors increased,High returns are realized in the “process of increasing” the ownership ratioIt's called. Also, foreigners are PBR (net stock price...
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Nachi_
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「米国債メルトダウン」「悪い金利高」――
5日付のブルームバーグと日本経済新聞はそれぞれ、足元の米国の金利上昇の状況を、このように表現した。日本も他人事ではなく、金利上昇の足音は着実に大きくなってきている。長期にわたるマイナス金利政策で「金利なき世界」が続いた日本にとって、金利上昇は米国以上にインパクトを受ける可能性がある。米国の足元の状況に照らし合わせると、株価下落、不動産市場の冷え込み、高金利とスタグフレーションの併存という、3つの事態が懸念される。
金融界の大物たちが高金利の継続に警鐘鳴らす
足元の米国市場は、金利の高止まりが続くとの観測が影を落としている。ＦＲＢが金利政策の標的とするインフレに関しては、自動車業界を中心としたストライキや原油価格の動きにも影響される。そのうえ、政府予算案をめぐる米連邦議会の混乱という新たなリスクも加わり、金利上昇圧力が一層強まった。4日に30年米国債の利回りが2007年以降初めて5％に達するとともに、10年米国債の利回りも一時4.85％を付け、5％超えが意識さ...
5日付のブルームバーグと日本経済新聞はそれぞれ、足元の米国の金利上昇の状況を、このように表現した。日本も他人事ではなく、金利上昇の足音は着実に大きくなってきている。長期にわたるマイナス金利政策で「金利なき世界」が続いた日本にとって、金利上昇は米国以上にインパクトを受ける可能性がある。米国の足元の状況に照らし合わせると、株価下落、不動産市場の冷え込み、高金利とスタグフレーションの併存という、3つの事態が懸念される。
金融界の大物たちが高金利の継続に警鐘鳴らす
足元の米国市場は、金利の高止まりが続くとの観測が影を落としている。ＦＲＢが金利政策の標的とするインフレに関しては、自動車業界を中心としたストライキや原油価格の動きにも影響される。そのうえ、政府予算案をめぐる米連邦議会の混乱という新たなリスクも加わり、金利上昇圧力が一層強まった。4日に30年米国債の利回りが2007年以降初めて5％に達するとともに、10年米国債の利回りも一時4.85％を付け、5％超えが意識さ...
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『東京ゲームショウ2023』の情報が色々出てきてる。楽しみだな。
Nachi_
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According to trading trends by investment sector announced by the Japan Exchange Group on the 24th, overseas investors oversold physical stocks worth 741.5 billion yen last week (14-18). Overseas people have oversold for the first time in 8 weeks, and vigilance is spreading. There are market participants who strongly indicate the view that the Nikkei Stock Average will be divided by 30,000 yen in the near future from technical indicators.
In a report on the 22nd, chief equity strategist Ide Shingo of Nissay Research Institute points out that “it seems necessary to anticipate developments where the Nikkei Average will divide 30,000 yen in the near future,” taking into account the fact that the buying momentum of overseas investors has weakened since late June and risks due to the bursting of the “AI bubble” in the US.
Mr. Ide also calls for caution against Fed (US Federal Reserve) Chairman Powell's speech at the Jackson Hole meeting tonight (25th). At the Jackson Hole meeting last year, in response to Mr. Powell's hawkish stance, US stocks fell close to 15% until they hit a low in October. If the market's view on interest rate policy goes against Chairman Powell's will this time, too, I emphasize that “there is also a possibility that the rate of decline in US stocks, which are more expensive than at that time, will exceed 15%.”
Mizuho certificate...
In a report on the 22nd, chief equity strategist Ide Shingo of Nissay Research Institute points out that “it seems necessary to anticipate developments where the Nikkei Average will divide 30,000 yen in the near future,” taking into account the fact that the buying momentum of overseas investors has weakened since late June and risks due to the bursting of the “AI bubble” in the US.
Mr. Ide also calls for caution against Fed (US Federal Reserve) Chairman Powell's speech at the Jackson Hole meeting tonight (25th). At the Jackson Hole meeting last year, in response to Mr. Powell's hawkish stance, US stocks fell close to 15% until they hit a low in October. If the market's view on interest rate policy goes against Chairman Powell's will this time, too, I emphasize that “there is also a possibility that the rate of decline in US stocks, which are more expensive than at that time, will exceed 15%.”
Mizuho certificate...
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Will the NDVA (NDVA) festival be held again?
The only share I bought around the beginning of this year is already profitable 💰
I thought I'd ride at the festival, but I'm currently into other things, so I'm just going to enjoy the atmosphere!
The only share I bought around the beginning of this year is already profitable 💰
I thought I'd ride at the festival, but I'm currently into other things, so I'm just going to enjoy the atmosphere!
Translated
![[empty]](https://static.moomoo.com/node_futunn_nnq/assets/images/folder.5c37692712.png)
![[error]](https://static.moomoo.com/node_futunn_nnq/assets/images/no-network.991ae8055c.png)
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