$Arm Holdings(ARM.US)$
Intel and Arm whose positions were reversed in the past and present
It doesn't overlap with the composition of AI accelerators teamed up with NVDA, GraphCore, and ARM, where positions may be reversed now and in the future
This is because GPUs (NVDA) are not ideal for AI semiconductors, so those who control chips control everything ❗
There is no doubt that Masayoshi Son is desperately aiming for the leading role

“Total Shareholder Yield (TSR)” is one of the indicators showing an attitude of putting emphasis on investors by companies. It is a figure obtained by adding the rate of increase in stock prices and dividend yields,Equivalent to a “substantial return on investment”I'll do it.
In recent years, there has been an increase in the number of companies that add total shareholder yield to indicators when calculating executive remuneration due to a shareholder-focused stance. Inside isThere are also companies that list the real names of other companies in the same industry and use the superiority or inferiority of total shareholder yields with other companies in the same industry as indicators。
Therefore, in addition to verifying whether they were able to beat the competition with total shareholder yield for the last 1 year for 3 stocks that list the real names of other companies in the same industry as the index,Evaluation of factors that will increase total shareholder yield in fiscal year 24I'll do it.
◆ $Dai-ichi Life Holdings(8750.JP)$：A sense of cheapness even in a strong insurance industry
A major domestic life insurance company with approximately 8 million subscribers. In addition to Dai-ichi Life, which mainly sells face-to-face, it also has Dai-ichi Frontier Life, etc. which mainly sells banks and securities over the counter, under its umbrella. Overseas expansion is also underway, such as making mid-level life insurance companies in the US and Australia into subsidiaries.
Total shareholder yield is performance-linked stock compensation (of executive remuneration...

$Sumitomo Chemical(4005.JP)$
It's up today, isn't it?
What should I do with the right timing...

$Sumitomo Chemical(4005.JP)$ The countdown is over 400 yen, and I want you to aim for 1000 yen _ (“:) _

As early as 2024, we are entering the second half of the year.US stock market in the second halfIn order to anticipate,The focus is on whether the AI boom represented by “NVIDIA's top 1” will continueIt's probably all there is to it. However,This question was also asked at the beginning of this yearIt was being thrown at me. When I opened the lid, $NVIDIA(NVDA.US)$ofStock prices increased 2.5 times in the first halfIt became. Other tech and AI-related stocks are also generally strong,The first half of 2024 is a “tech-led AI market”It became.
The difference from 2023 is that out of the 7 US Big Tech companies (Magnificent 7), a late-running group appeared, and electric power stocks emerged as “hidden AI stocks,” making them representative $Vistra Energy(VST.US)$It has skyrocketed to the point where it is no less than NVIDIA. In that sense,If the tech-led AI market continues in the second half of 2024, there is a possibility that the contents will change slightlyIt seems likely. Below,Identify the two major factors supporting the tech-led AI marketWhat's more,We will take up “5 progressive stocks” and “5 contrarian stocks” that take into account the possibility of “changes in content”。
Tech-led A...

$Exxon Mobil(XOM.US)$
一時的に下がりそうですね。
100まで下がったら拾うかも汗。

In order for the Japanese financial group, which includes two subsidiaries of Tokio Marine Holdings, Sompo Holdings, and MS&AD, to resolve their shareholding, $Honda Motor(7267.JP)$ The shares will be sold for 535 billion yen (3.3 billion dollars), as revealed in documents submitted by Japanese regulators on Thursday.
Mitsubishi UFJ and Mizuho, which are Japan's first and third largest financial groups, are also scheduled to participate in this sale, indicating that the pace of dissolution of holdings is accelerating as part of Japan's corporate governance reforms.
Shareholding, where companies hold shares with each other, has long been viewed as a way to strengthen business relationships in Japan. However, governance experts and foreign investors have pointed out that shareholding may lead to lax governance by protecting the management team from shareholders.
The current stock sale is a joint offering by 10 financial institutions, and the price is yet to be determined for 300 million shares, including overallotments. The closing price of Honda stock on Thursday was 1,791 yen, and the sale amount will be approximately 535 billion yen.
Mitsui Ju, an insurance subsidiary of MS&AD...

If the risk of 1 dollar = 170 yen is also a small reduction in the purchase of Bank of Japan government bonds - Vanguard
Updated 2024/7/2 12:49 JST (some excerpts)
If monthly purchases are reduced to 5 trillion to 5.5 trillion yen, yen depreciates - Mr. Kooteney
Investors who anticipate the appreciation of the dollar and depreciation of the yen to 170 yen are on the rise
US Vanguard believes that if government bond yields are not boosted by policy revisions that are expected to be announced by the Bank of Japan at the July monetary policy meeting, there is a risk that yen will fall towards 1 dollar = 170 yen.

Announced the implementation of a stock buyback,
I think it's fine to stop higher next week
https://ruqibkp.xyz/finance/109/