● $Mitsubishi UFJ Financial Group(8306.JP)$(MUFG) is scheduled to announce financial results for the first quarter (April-June) of the fiscal year ending 2025/3 on 8/1.
● The performance targets for the fiscal year ending 2025/3 are net operating profit of 1 trillion843.7 billion yen, up 5.8% from the previous fiscal year, ordinary profit of 2 trillion150 billion yen with a 1.0% increase, and 1 trillion500 billion yen with a slight increase in net profit,Record profit is expected for 2 consecutive terms。
●Interest rates have been on an upward trend since around March, when the Bank of Japan lifted negative interest rates, and it seems to have boosted the performance of the banking industry, which is the core of the Group。
● Scandals have been discovered one after another, such as sharing of inappropriate customer information between banks and securities within the group and allegations of leakage of TOB information by bank employees. The impact on stock prices and business results so far has not been significant, but there are investors who are sensitive to corporate governance, mainly large overseas companies, and there is a possibility that there will be an impact in the future.
● According to evaluations by 11 analysts, bullish is 36.36%, slightly bullish is 54.54%, and neutral is 9.09%, and the overall evaluation is “slightly bullish.” The average eye...

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 38139.12 yen, 471.71 yen higher than the previous business day, and the Tokyo Stock Price Index (TOPIX) started at 2731.83, 32.29 points higher.
Top news
The yen is just around 154 yen against the dollar, holding back ahead of Japan-US policy decisions
The yen exchange rate of the Tokyo Foreign Exchange Market on the morning of the 29th was around 1 dollar = 154 yen, and has remained flat since the evening of the previous weekend. Interest rates declined after the announcement of US personal consumption expenditure (PCE) on the 26th, and yen began to rise from a decline at the beginning of overseas time. Ahead of the Japan-US monetary policy decision in the middle of the week, and from the attitude that they want to determine results, it seems that trading with position adjustments will take center stage in the future.
The Bank of Japan is making careful judgments about whether interest rate hikes are appropriate this week, and prices are weak in terms of target trajectory and consumption
At the monetary policy meeting to be held by the Bank of Japan on the 30th and 31st, the biggest focus is on whether to decide additional interest rate increases at the same time as the reduction plan for government bond purchases. While prices are following the path of achieving the 2% target, while consumption is lacking strength, now...

Good morning to all moomoo users! We will deliver notable stocks and the latest rating information from the front market.
Today's strong and weak ingredients
7/29 [Strong and Weak Materials]
3 points to pay attention to in the front field
●After a round of buying, individual support using settlement as a clue
● $Fujitsu(6702.JP)$1Q operating profit and loss turned into surplus 21.3 billion yen
Operating profit and loss had a surplus of 21.4 billion yen, turning into a surplus from a deficit of 1.9 billion yen in the same period last year. The consensus was raised by nearly 10 billion yen, and it seems that it was a landing that surpassed internal plans. The balance of orders received for service solutions continues to be at a high level, and the operating profit progress rate of the same division is at a high level compared to the past.
●Notable materials from the front floor: $Kurimoto(5602.JP)$, reorganization of iron pipe production, integration of upstream processes at two sites
Stocks that have moved, notable stocks
$Mitsubishi Motors(7211.JP)$ 　 $Honda Motor(7267.JP)$ ・ $Nissan Motor(7201.JP)$Discuss with the standardization of in-vehicle software
$Shin-Etsu Chemical(4063.JP)$The full term for the fiscal year ending 25/3...

● $Advanced Micro Devices(AMD.US)$ Is24Q2 financial results announced after closing on 7/31 (Wed) Japan timeI plan to do it.
●The market is the company'sSales increased 6.76% year over year to $5.721 billion、EPS was $0.18, up 823.5% from the same period last yearExpected.
● The growth of the company's data center business is steady. Since the launch of the MI300 in the 4th quarter of '23, cumulative sales have exceeded 1 billion dollars.
● AMD plans to announce the MI325 equipped with 288 gigabytes of HBM3E memory later this year.
$NVIDIA(NVDA.US)$ It is the biggest rival $Advanced Micro Devices(AMD.US)$ We plan to announce 24Q2 financial results after closing on 7/31 (Wed) Japan time. Although the company's stock price has fallen 1.89% year to date, many of Wall Street's major financial institutions and research institutes are bullish.Average target stock price...

The financial results season for US stocks was a turbulent beginning. Of the Big Tech M7, $Alphabet-A(GOOGL.US)$with $Tesla(TSLA.US)$It plummeted after financial results were announced. It has been pointed out that falling AI expectations are a common factor in the sale of shares of both companies, $NVIDIA(NVDA.US)$Ya $Broadcom(AVGO.US)$AI semiconductor stocks also depreciated drastically.
Will the turbulence at the beginning of financial results suggest the end of the AI market? Or is it just a profit-making sale due to rapid growth before settlement?
From the previous financial results season, which was also the beginning of turbulence,The following 2 points are important as to whether or not the AI market continuesIt has been suggested that is the case.
1) Trends in AI investments, particularly big tech capital investments
2) Trends and forecasts for AI-related earnings
This time, I finished announcing financial resultsCheck 1) and 2) above from the financial results of Alphabet, Tesla, and major semiconductor companiesI'll do it. Referring to the previous fiscal season,Also check future points of interestI'll do it.
Even though the previous fiscal season suggests...