pelolin
liked
These are some of the stocks that have risen on the watch list.
FYI...
FYI...
Translated
![Today's Japanese stocks](https://sgsnsimg.moomoo.com/sns_client_feed/182322879/20240724/43170e9e584938ed42544fe4ee6281f6.jpg/thumb?area=105&is_public=true)
6
pelolin
liked
Move to a movement that shows an increase in close proximity but returns when closing![]()
I checked Nikkei's credit ratio and it's high![]()
It's usually about 4 times, but now it's over 6 times... What does that mean is that there are many people who trade with leverage on their assets, that is, if it continues to decline, there may be a sharp drop due to the loss cut festival at some point![]()
You won't be able to buy a new one until this settles down... well when will these be reset ❓
I checked Nikkei's credit ratio and it's high
It's usually about 4 times, but now it's over 6 times... What does that mean is that there are many people who trade with leverage on their assets, that is, if it continues to decline, there may be a sharp drop due to the loss cut festival at some point
You won't be able to buy a new one until this settles down... well when will these be reset ❓
Translated
![Nikkei 7/23](https://sgsnsimg.moomoo.com/sns_client_feed/183218760/20240723/3f82e8ee9e1d85b5a8fb8b7f02ecf335.jpg/thumb?area=105&is_public=true)
![Nikkei 7/23](https://sgsnsimg.moomoo.com/sns_client_feed/183218760/20240723/2f6b3238aa99a15b4695e15a018cfe07.jpg/thumb?area=105&is_public=true)
6
pelolin
liked
“What has worked well for the past six months will still work when interest rate cuts are re-evaluated, the possibility of a change of government increases, and AI is re-evaluated?” Goldman's FICC & Stock Desk asked. “As the rotation we pointed out last week continues, considering changes in market dynamics, I think it makes sense to gain momentum. This is shown by large stocks (NYSEARCA: SPY) (IVV) (VOO) surpassing small-cap stocks (NYSEARCA: IWM) for 5 consecutive days, the worst since 2020.”
A chart of the rotation for the past 5 days compared to where funds flowed until 7/9 was provided.
A chart of the rotation for the past 5 days compared to where funds flowed until 7/9 was provided.
Translated
![Stock theme rotation in one chart](https://sgsnsimg.moomoo.com/sns_client_feed/181383973/20240718/c213eaf7b12c183db1f573c1a370d49e.jpg/thumb?area=105&is_public=true)
6
pelolin
Set a live reminder
$Netflix(NFLX.US$
Netflix Q2 2024 earnings conference call is scheduled for July 18 at 4:45 PM ET /July 19 at 4:45 AM SGT/July 19 at 6:45 AM AEST. Subscribe to join the live earnings conference with management NOW!
Beat or Miss?
What do you expect from Netflix's Q2 earnings? Will the company beat or miss the estimates? Make sure to click the "Book" button to get what Netflix's management has to say!
Disclaimer:
This presentation is for information and e...
Netflix Q2 2024 earnings conference call is scheduled for July 18 at 4:45 PM ET /July 19 at 4:45 AM SGT/July 19 at 6:45 AM AEST. Subscribe to join the live earnings conference with management NOW!
Beat or Miss?
What do you expect from Netflix's Q2 earnings? Will the company beat or miss the estimates? Make sure to click the "Book" button to get what Netflix's management has to say!
Disclaimer:
This presentation is for information and e...
![](https://usliveimg.moomoo.com/live_client/77777055/20240715/6e13d0de455ab71155d9fe21006377ba.png/thumb?area=100&is_public=true)
Jul 18 15:45
9
pelolin
liked
Views on the re-election of former President Donald Trump have intensified in response to the attempted assassination incident on the 13th, and a “Trump trade” that assumes a “definite tiger” is progressing in the market.
So, about domestic brands5 themes and 19 related stocks that are likely to receive a tailwind from “Definitely Tora”, and 1 individual stockI will pick it up.
Theme 1: <Defense>
Is Japan's increase in defense spending a benefit to related stocks
Mr. Trump, who emphasizes the US first principle, insisted on reducing the US military burden to defend allies and increasing the burden on each ally since his time as former president, by hinting at withdrawal from NATO.
There is a high possibility that Japan will also ask for an increase in the burden of defense spendingIt is believed thatDemand will increase mainly from existing defense-related companiesThat is expected.
◆ $Mitsubishi Heavy Industries(7011.JP$
No. 1 transaction value with the Defense Equipment Agency of the Ministry of DefenseIt is a reserved seat. The number of contracts for fiscal year 22 was 157, or 459.1 billion yen, accounting for 25.5% of the agency's total contract amount. The main items delivered are escort ships, submarines, next fighter jets, etc.
◆ $Kawasaki Heavy Industries(7012.JP$
defense...
So, about domestic brands5 themes and 19 related stocks that are likely to receive a tailwind from “Definitely Tora”, and 1 individual stockI will pick it up.
Theme 1: <Defense>
Is Japan's increase in defense spending a benefit to related stocks
Mr. Trump, who emphasizes the US first principle, insisted on reducing the US military burden to defend allies and increasing the burden on each ally since his time as former president, by hinting at withdrawal from NATO.
There is a high possibility that Japan will also ask for an increase in the burden of defense spendingIt is believed thatDemand will increase mainly from existing defense-related companiesThat is expected.
◆ $Mitsubishi Heavy Industries(7011.JP$
No. 1 transaction value with the Defense Equipment Agency of the Ministry of DefenseIt is a reserved seat. The number of contracts for fiscal year 22 was 157, or 459.1 billion yen, accounting for 25.5% of the agency's total contract amount. The main items delivered are escort ships, submarines, next fighter jets, etc.
◆ $Kawasaki Heavy Industries(7012.JP$
defense...
Translated
![Trump Trade Japan Edition, 5 themes with tailwind in “Definitely Tora”! Check out the 20 featured stocks!](https://sgsnsimg.moomoo.com/sns_client_feed/181000001/20240717/bb0068f3162b4ebf6247b4c48bcbfd2e.jpg/thumb?area=105&is_public=true)
![Trump Trade Japan Edition, 5 themes with tailwind in “Definitely Tora”! Check out the 20 featured stocks!](https://sgsnsimg.moomoo.com/sns_client_feed/181000001/20240717/ec9dc8b2ebc4249a038a9e05aead6414.jpg/thumb?area=105&is_public=true)
![Trump Trade Japan Edition, 5 themes with tailwind in “Definitely Tora”! Check out the 20 featured stocks!](https://sgsnsimg.moomoo.com/sns_client_feed/181000001/20240717/e6fb7fe9a8686dfb4c8e59d5336b3190.jpg/thumb?area=105&is_public=true)
+6
79
3
pelolin
liked
$USD/JPY(USDJPY.FX$ $NVIDIA(NVDA.US$
Even if I thought I would buy it when it went down, when it actually went down, there was almost always some strong material coming out. It's difficult to actually buy
Even if I thought I would buy it when it went down, when it actually went down, there was almost always some strong material coming out. It's difficult to actually buy
Translated
12
1