● $Nippon Telegraph & Telephone (9432.JP)$(NTT) will announce financial results for the fiscal year ending 2024/3 on 5/10.
● The consolidated earnings forecast for the full year is sales down 0.6% from the previous fiscal year to 13.60 trillion yen, operating profit up 6.6% to 1.95 trillion yen, net profit up 3.5% to 1.255 billion yen, and EPS to 14 yen 80 sen.NTT DOCOMO, which is under its umbrella, made Monex Securities a consolidated subsidiary in January '24, and sales and profits are expected to increase。
● Stock splits were taken into considerationThe annual dividend is 0.2 yen higher than the previous fiscal year, and dividends are scheduled to be increased for 13 consecutive termsI'm doing it. When financial results are announcedDividend forecasts for the fiscal year ending 25/3 (fiscal year 24) will also be disclosedoutlook.
● The revised NTT Law came into effect in April, and it became possible to change company names and appoint foreign officers.
● According to evaluations by 16 analysts, 43.75% are bullish, 31.25% are slightly bullish, 12.50% are neutral, and 12.50% are slightly bearish, and the overall evaluation is “slightly bullish.”The average target stock price is 199.69 yen, which is 17.6% above the 7-day closing price (169.8 yen)。
Fourth...

TSMC and ASML dropped after earnings, SOX index also heading lower
Two companies that hold important positions in the global semiconductor industryhave recently announced their earnings. One is the world's only company manufacturing cutting-edge lithography equipment, $ASML Holding (ASML.US)$and the other is the world's largest in semiconductor foundry services (foundry). $Taiwan Semiconductor (TSM.US)$Yes.The earnings reports of both companies have been met with disapproval, affecting not only their stock prices but also the SOX index(Philadelphia Semiconductor Index ETF) as well.DeclineHowever, movements of profit-taking sales were encouraged by risk-averse movements due to the sharp rise in the yield of the US 10-year bonds.It is believed to have resulted in.
This time,What exactly triggered the aversion in the earnings of both companiesI would like to examine the earnings reports of both companies along with the details. Additionally, both companiesI also confirmed the outlook for the overall semiconductor market and the demand for AI semiconductors presented at the earnings call.I decided to give it a try.
ASML
ASML's largest customer(Bloomberg data) ...

Good evening to all Moomoo users!This is the reading for tonight's NY stock.
Market Overview
The US market started, and the Dow Jones Industrial Average, which consists of excellent stocks, began at 38906.98 dollars with a depreciation of 82.85 dollars, and the Nasdaq Composite Stock Price Index, which has a high high-tech stock ratio, fell 129.77 points at 16077.74. The S&P 500 average, which consists of stocks of 500 large American stocks, depreciated 20.43 points to 5110.52.
$Dow Jones Industrial Average (.DJI.US)$
$Nasdaq Composite Index (.IXIC.US)$
$S&P 500 Index (.SPX.US)$
Top news
Is a bubble forming in US stocks, or is the outlook split between JP Morgan and Goldman
For JP Morgan's chief market strategist, Marco Kolanovic, the dramatic rise in US stocks and the breakthrough of the 60,000 dollar crypto asset (virtual currency) Bitcoin are signals showing the answer “yes.” Mr. Kolanovic said that this rise is a floss to the market (bubble...

On the 4th, the Nikkei average stock price exceeded a historical 0.04 million yen, closing at 0.04 million 109 yen and 23 sen. The Nikkei average has risen by 19.86% since the beginning of the year, particularly by 11.04% from February 8 to March 4 in the most recent 16 business days.
The driving force behind this is AI and semiconductor-related stocks, with many stocks having risen by over 40% since the beginning of the year. In response to these sharp rises in stock prices, there are concerns about...There are two concerns: "buying too late" if not purchased now, and the rapid decline caused by the backlash of being overbought after purchase.Coexisting with.
Therefore,AI and semiconductor related 18 stocks that have surged by 40% or more in stock price since the beginning of this yearFrom among them,Four stocks that still have a PER around 20 timeswill be picked up.
【Screening Conditions】
・ Listed on the Tokyo Stock Exchange Prime.AI and semiconductor related stocks
・Stock prices have risen by over 40% since the beginning of this yearcurrently
・PE ratio (Price-Earnings Ratio) is around 20 times
◆ $Ebara (6361.JP)$
The main business is an industrial machinery manufacturer for pump manufacturing. It includes refrigeration machinery, fans, environmental plants, and semiconductor-related equipment...