$North Pacific Bank (8524.JP)$
It is well known that the construction of the Rapidash semiconductor factory in Hokkaido is planned, and this is the basis for the scenario of buying Hokuyo Bank.
In Hokkaido, the operation of the Rapidash semiconductor factory and data center will generate a huge amount of employment, leading to an increase in the workforce. This will in turn lead to a boom in real estate such as residences (activating regional financing) and the revitalization of urban areas (increasing financing for new businesses). As interest rates in Japan are expected to rise, the bank sector will be able to enjoy interest income.
This is the basis and scenario for the future growth of Hokuyo Bank.
It is well known that the construction of the Rapidash semiconductor factory in Hokkaido is planned, and this is the basis for the scenario of buying Hokuyo Bank.
In Hokkaido, the operation of the Rapidash semiconductor factory and data center will generate a huge amount of employment, leading to an increase in the workforce. This will in turn lead to a boom in real estate such as residences (activating regional financing) and the revitalization of urban areas (increasing financing for new businesses). As interest rates in Japan are expected to rise, the bank sector will be able to enjoy interest income.
This is the basis and scenario for the future growth of Hokuyo Bank.
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$GDEP Advance (5885.JP)$
As a rationale
・Improvement of future prospects due to the announcement of new NVIDIA products
・Is demand for NVIDIA semiconductors high due to the momentum of data center construction
The point of concern is that I think it will be imported from America, so I think there is an exchange loss.
The exchange rate would have been perfect if the yen appreciated, but sales may be good, but profits seem subtle. I wonder if gambling has a bad taste??
As a rationale
・Improvement of future prospects due to the announcement of new NVIDIA products
・Is demand for NVIDIA semiconductors high due to the momentum of data center construction
The point of concern is that I think it will be imported from America, so I think there is an exchange loss.
The exchange rate would have been perfect if the yen appreciated, but sales may be good, but profits seem subtle. I wonder if gambling has a bad taste??
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$Hokkaido Electric Power (9509.JP)$
This is also the basis for growth, there was a story. It is the construction of the TSMC factory in Kumamoto. Kyushu Electric Power has continued to grow even after the construction.
What will happen to this stock if we apply this story to the construction of the Rapidas factory in Hokkaido, where a datacenter is also planned to be built?
That's the answer.
This is also the basis for growth, there was a story. It is the construction of the TSMC factory in Kumamoto. Kyushu Electric Power has continued to grow even after the construction.
What will happen to this stock if we apply this story to the construction of the Rapidas factory in Hokkaido, where a datacenter is also planned to be built?
That's the answer.
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$JET (6228.JP)$ $JET (6228.JP)$
It was posted on Twitter and here, but there was a backlash from the bottom.
After the split, the situation has risen by about 1000 yen, but since institutional sales have come in around Nomura Micro, I think it's about time we can determine profits.
It was posted on Twitter and here, but there was a backlash from the bottom.
After the split, the situation has risen by about 1000 yen, but since institutional sales have come in around Nomura Micro, I think it's about time we can determine profits.
Translated
![Rise as it was sent](https://sgsnsimg.moomoo.com/sns_client_feed/182592696/20240403/ccb1db5eac917f1a157cf073952adbf5.jpg/thumb?area=105&is_public=true)
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$Anycolor (5032.JP)$
“Buy a large bargain (considerable volume) at a low price.”
I agree, and I feel like it's still too early to buy it, but if I go down one step further, it might be okay to buy it. Fortunately, PER isn't that expensive.
“Buy a large bargain (considerable volume) at a low price.”
I agree, and I feel like it's still too early to buy it, but if I go down one step further, it might be okay to buy it. Fortunately, PER isn't that expensive.
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$SharingTechnology (3989.JP)$
This company was secretly hiding its breath. Even though it's growth, PER is in the 8x range,? Oh my god.
Moreover, it supports the Japanese economic virtuous cycle, which anticipates a market size of 14 trillion yen related to remodeling, demand from an increase in the number of elderly people, an increase in financial results for the current fiscal year, and the cancellation of negative interest rates. Furthermore, this company is active in M&A.
It really is a big hole brand. If it's about 5 times, isn't it a brand you can't help but aim for?
This company was secretly hiding its breath. Even though it's growth, PER is in the 8x range,? Oh my god.
Moreover, it supports the Japanese economic virtuous cycle, which anticipates a market size of 14 trillion yen related to remodeling, demand from an increase in the number of elderly people, an increase in financial results for the current fiscal year, and the cancellation of negative interest rates. Furthermore, this company is active in M&A.
It really is a big hole brand. If it's about 5 times, isn't it a brand you can't help but aim for?
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$JET (6228.JP)$
JET, which was caught by rice and had fallen drastically
Here is the reason why I think the current price is the bottom price and there will be a rebound.
・Half price return from high price
・Touch the 26-week moving average
・Terrified by tonight's CPI, it has been sold until now. Will I be able to buy it with confidence after the announcement?
I feel like I'm in the perfect place in terms of timing 🧐
JET, which was caught by rice and had fallen drastically
Here is the reason why I think the current price is the bottom price and there will be a rebound.
・Half price return from high price
・Touch the 26-week moving average
・Terrified by tonight's CPI, it has been sold until now. Will I be able to buy it with confidence after the announcement?
I feel like I'm in the perfect place in terms of timing 🧐
Translated
![Is today the bottom of the decline](https://sgsnsimg.moomoo.com/sns_client_feed/182592696/20240312/bad2ca20eddab2ecde4411b082ce88bf.jpg/thumb?area=105&is_public=true)
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$SAKURA Internet (3778.JP)$
According to estimates, Fibonacci is included around 4800 yen, so there seems to be a rebound around there.
However, I think today's US semiconductors are strong, so depending on that, I wonder if they will rise due to a backlash from tomorrow's snuggle.
According to estimates, Fibonacci is included around 4800 yen, so there seems to be a rebound around there.
However, I think today's US semiconductors are strong, so depending on that, I wonder if they will rise due to a backlash from tomorrow's snuggle.
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$SAKURA Internet (3778.JP)$
There were abnormal purchases over supply and demand at Sakura! It's usually strange that PER was bought 400 times or more even considering future performance, seasonal server business, national support, etc.![]()
National support money has also gradually declined, so aren't they selling out good materials?
I wonder if it will drop once to around 6800 yen or 5500 yen![]()
There were abnormal purchases over supply and demand at Sakura! It's usually strange that PER was bought 400 times or more even considering future performance, seasonal server business, national support, etc.
National support money has also gradually declined, so aren't they selling out good materials?
I wonder if it will drop once to around 6800 yen or 5500 yen
Translated
![Are cherry blossoms sold out of good ingredients](https://sgsnsimg.moomoo.com/sns_client_feed/182592696/20240308/f0e6b6e441ff4d24bd9255222a9c0957.jpg/thumb?area=105&is_public=true)
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$Fixstars (3687.JP)$
I think the current global high-tech stock trend is definitely related to AI, storage, and servers, but this stock satisfies all of these, and they are also starting quantum computers.![]()
The server storage business is scheduled for October, but since it starts now, it might be okay to prepare it.
Aim for at least 2x!
I think the current global high-tech stock trend is definitely related to AI, storage, and servers, but this stock satisfies all of these, and they are also starting quantum computers.
The server storage business is scheduled for October, but since it starts now, it might be okay to prepare it.
Aim for at least 2x!
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