The US financial results season is in full swing, and on the 12th $JPMorgan (JPM.US)$Major banks such as will make announcements. A strong economy is expected to drive profit growth in the S&P 500 index constituent stocks, and high-tech stocks among them are doing great, leading the market.
Can the rapid increase in stock prices be reproduced after Netofuri's settlement?
$Netflix (NFLX.US)$Is4/18 (Thu) after closingFinancial results for the 1st quarter of 2024 are scheduled to be announced. According to market consensus, Netflix's revenue for the first quarter of 2024 was $9.277 billion (compared to the same period last year)13.67% increase), earnings per share of $4.52 (same56.9% increase) and predictions.
Since the beginning of this year, Netflix's stock price has risen by about 28% to 622.83 dollars (4/12), which is 35 times the valuation value of the 2024 earnings forecast. Considering that Netflix's earnings per share (EPS) are expected to grow 43% this year, analysts say the current price of $622.83reasonable but not cheapI'm thinking about it.
now...

● $Netflix (NFLX.US)$The current financial results announcement has had an impact on the growth of plans with advertisements and the crackdown on account sharing. The number of monthly users of plans with ads has reached 23 million, and experts expect the digital advertising market to grow 8.7% and accelerate in the fourth quarter. The company1/23 after closing (ET)Financial results are scheduled to be announced on The market is the company'sQ4 salesCompared to the same period last year$8.704 billion, up 10.9%It is expected,Q4 EPS (net profit per share)Compared to the same period last year$2.22, up 1753.4%。
● $Tesla (TSLA.US)$In this financial results announcement, attention has been drawn to signs of a slowdown in EV demand growth, price cuts for some models, and rising labor costs. The rebound in long-term interest rates and the tense situation in the Middle East also seem to have an adverse effect on Tesla's management. The company1/24 after closing (ET)Financial results are scheduled to be announced on The market is the company'sQ4 salesCompared to the same period last year$25.764 billion, up 5.9%It is expected,Q4 EPSCompared to the same period last year$42.2% down $0.62。
● $Microsoft (MSFT.US)$Is...

Due to expectations of a recovery in semiconductor market conditions, major “ultrapure water” equipment companies used in semiconductor manufacturing processes $Nomura Micro Science (6254.JP)$with $Organo (6368.JP)$Stocks are expensive. Thoroughly removed bacteria, gases, etc.Ultrapure water has extremely strong detergency, and since it can purify nano-level semiconductor circuits, it is essential in semiconductor manufacturing.The cleaning process is said to account for about 30% of the semiconductor manufacturing process, and ultrapure water equipment is an important infrastructure.
◆ $Nomura Micro Science (6254.JP)$
Major ultrapure water equipment company. Branch from Hokko Chemical Co., Ltd. It is leading the way in developing semiconductor companies in Korea and Taiwan, and about 30% of sales go to Samsung Korea. High ROE (return on equity). Stock prices have continued to rise since the consolidated earnings forecast for the fiscal year ending March 31, 24 was drastically revised in late October. Since semiconductor-related companies are vigorous investment and maintenance businesses are strong,Consolidated sales for the fiscal year ending March 24 are expected to increase 45.2% from the previous fiscal year to 72 billion yen, and net profit is expected to increase 15.4% to 6.7 billion yen...