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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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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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“US Treasury Meltdown” and “Bad Interest Rates” --
Bloomberg and the Nihon Keizai Shimbun dated 5th each expressed the current situation of rising interest rates in the US in this way. Japan is no stranger's business, and the footsteps of rising interest rates are steadily getting louder. For Japan, where the “world without interest rates” continued due to a long-term negative interest rate policy, there is a possibility that rising interest rates will be impacted more than the United States. In light of the current situation in the United States,Stock price declines, real estate market cooling, high interest rates coexist with stagflationThere are concerns about these three situations.
Financial tycoons sound the alarm for continued high interest rates
The current US market is overshadowed by observations that interest rates will continue to remain high. Regarding inflation targeted by the FRB's interest rate policy, it is also affected by strikes centered on the automobile industry and movements in crude oil prices. Furthermore, a new risk of confusion in the US Congress over the government budget plan was added, and upward pressure on interest rates intensified even more. On the 4th, the yield on 30-year US bonds reached 5% for the first time since 2007, and the yield on 10-year US bonds was also temporarily set at 4.85%, and there is an awareness that it will exceed 5%...
Bloomberg and the Nihon Keizai Shimbun dated 5th each expressed the current situation of rising interest rates in the US in this way. Japan is no stranger's business, and the footsteps of rising interest rates are steadily getting louder. For Japan, where the “world without interest rates” continued due to a long-term negative interest rate policy, there is a possibility that rising interest rates will be impacted more than the United States. In light of the current situation in the United States,Stock price declines, real estate market cooling, high interest rates coexist with stagflationThere are concerns about these three situations.
Financial tycoons sound the alarm for continued high interest rates
The current US market is overshadowed by observations that interest rates will continue to remain high. Regarding inflation targeted by the FRB's interest rate policy, it is also affected by strikes centered on the automobile industry and movements in crude oil prices. Furthermore, a new risk of confusion in the US Congress over the government budget plan was added, and upward pressure on interest rates intensified even more. On the 4th, the yield on 30-year US bonds reached 5% for the first time since 2007, and the yield on 10-year US bonds was also temporarily set at 4.85%, and there is an awareness that it will exceed 5%...
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A lot of information about 'Tokyo Game Show 2023' is coming out. Looking forward to it.
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Nachi_
liked
According to the investment sector sales trends announced by Japan Exchange Group on the 24th, foreign investors sold 741.5 billion yen of physical stocks last week (14th-18th). The overseas selling is the first in 8 weeks and caution is spreading. Market participants who strongly suggest that the Nikkei average stock price will fall below 30,000 yen soon are also emerging from technical indicators.
In a report on the 22nd, Shingo Ide, Chief Equity Strategist at Nissay Research Institute, points out that considering the weakened momentum of foreign investors' buying since late June and the bursting of the "AI bubble" in the United States, it is necessary to assume that the Nikkei average will fall below 30,000 yen soon.
Ide also calls for caution regarding the speech of Powell, the chairman of the Federal Reserve Board (FRB), at the Jackson Hole meeting tonight (25th). Last year, in response to Powell's hawkish stance at the Jackson Hole meeting, U.S. stocks fell nearly 15% until hitting a low in October. This time, Ide emphasizes that if the market's view on interest rate policy goes against Powell's intentions, there is a possibility that the decline in overvalued U.S. stocks will exceed 15%.
Mizuho Securities...
In a report on the 22nd, Shingo Ide, Chief Equity Strategist at Nissay Research Institute, points out that considering the weakened momentum of foreign investors' buying since late June and the bursting of the "AI bubble" in the United States, it is necessary to assume that the Nikkei average will fall below 30,000 yen soon.
Ide also calls for caution regarding the speech of Powell, the chairman of the Federal Reserve Board (FRB), at the Jackson Hole meeting tonight (25th). Last year, in response to Powell's hawkish stance at the Jackson Hole meeting, U.S. stocks fell nearly 15% until hitting a low in October. This time, Ide emphasizes that if the market's view on interest rate policy goes against Powell's intentions, there is a possibility that the decline in overvalued U.S. stocks will exceed 15%.
Mizuho Securities...
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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!
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