新divOP :
Electricity prices will increase from June Electric power company Hokkaido Electric Power Kyushu Electric Power Kansai Electric Power I'm going to take it up. Are you late in getting on the trend?
新divOP :
I overlooked it because of the soaring price of electric power companies in the US The Japanese electric power company is going up. semiconductor manufacturer Electric power company car manufacturer As expected The power company didn't notice. Attracting semiconductor factories to various parts of Japan A data center can be built in Japan. If the number of factories increases I need electricity. The reason why the government also attracts them with bang bang subsidies That's pretty good, but can't we do anything about raising the electricity bill?
新divOP :
Hokkaido Electric Power Co., Ltd. will record a profit of approximately 9.3 billion yen from selling uranium overseas from fixed asset sales for the fiscal year ending 2025/3.
新divOP :
McDonald's and Is eating and drinking as tough as Starbucks? I don't know where the bottom is Burger King also has a decent amount of dividends Similar to McDonald's Before the economic recovery, which is expanding overseas It's a brand I want to prepare.
新divOP :
Market capitalization load ratio of 30 stocks linked to the Nikkei Semiconductor Stock Index Higher rank Tokyo Electron Renesas discotheques advanced Lasertech Shin-Etsu Chemical Hoya SCREEN Holdings Sony loam Top 10 stocks Stock Code 200A
新divOP :
Weight of top stocks Tokyo Electron 18.3% Renesas 12.8% Disco 12.4% advanced 9.5% Lasertech 8.1% Shin-Etsu Chemical 4.8% the weight of a pretty high ranking brand is amazing
新divOP :
Niigata Chigin It's different from major banks Since the transaction volume is small If you have to be careful when raising and lowering I shouldn't do it The way to go up the chart cleanly I'm going to raise it.
新divOP :
When I look at transactions, there are a lot of super large and large purchases Regional banks with low transaction volume You need to be careful when selling super large and large lots.
新divOP :
An agricultural and forestry chukin foreign debt loss deficit of 500 billion yen will be recorded this fiscal year. Unrealized losses of 1.76 trillion yen on marketable securities, including stocks held as of the fiscal year ending 2014/3, unrealized losses on bonds reached 2.19 trillion yen due to rising global interest rates. The asset management amount is 56 trillion yen, of which 56% is bonds. The United States helps US regional banks and banks with reverse repositories and federal reserves, but other countries manage foreign debt that's tough. Unrealized losses on foreign debt If you hold it until maturity without losing money, there's no problem We will cut losses this fiscal year and increase capital. Where do operational failures cause wrinkles? Differences from management companies Individual investors It's around this time today that I always think time is a weapon. Investments are sufficient funds and asset management Even professionals Operation fails. I have to be careful
新divOP :
If the management company manages more funds, the ratio to stocks is too unbalanced, it becomes like Silicon Valley Bank. Unrealized losses on US bonds have not disappeared even for US regional banks and banks, and unrealized losses continue to increase. Even if I do a reverse report, the interest rate I borrowed from the Federal Reserve I have to return it. The delinquency rate for card loans was due to the Lehman shock It is said that it has been exceeded, and the screening criteria have become stricter. The average decline in US regional bank profits of 62% in Q1 is quite severe. The fact that interest rate cuts are delayed Profits are falling, and so are profits. Economic deterioration is inevitable.
新divOP :
When interest rates rise, are companies banks even if capital raising is high rent. It becomes difficult for companies to raise funds Even if sales recovery prospects decrease or profits decrease If turnover is not secured, it will be difficult for a company to survive. Now that the portfolios of banks and regional banks have a high ratio of bonds, profit savings due to reverse yield cannot be obtained, unrealized losses on bonds will expand. Regional banks and banks I will raise funds through the Federal Reserve Reverse Repo Since interest rates on borrowed federal reserves have to be returned, loan examinations are more strict, and counterparties are also limited. If consumption falls due to inflation and becomes deflation A shock occurs. The US is fine because salaries are high Interest rate hikes due to inflation in Japan, no increase in real wages that's dangerous. However, due to the depreciation of the yen they are investing in The number of unrealized Japanese people seems to be at a record high profit from exchange. Just like Japanese export companies are making money It is said that there are many Japanese people who raise profits through FX exchange. Conversely, the value of yen has fallen. Overseas travel that's dangerous.
新divOP :
Foreign asset profits of the Japanese government, companies, and individual investors 12.2% compared to the previous year plus 471 trillion yen for 32 consecutive years It seems that Japan is the best in the world. Due to the depreciation of the yen Profit is the amount obtained by subtracting external liabilities from external assets Second place is Germany's 412 trillion yen
新divOP :
The listing of ETFs linked to the Japan Semiconductor Index From 6/4, the constituent stocks became 30 Japanese semiconductor-related brands For details, search on Google on the Nikkei Semiconductor Index Stock Code 200A It is said that the fee is set low without changing the stock to 2644.
新divOP :
Support companies that have grown in the short term and can grow in the future 95% sales in North America due to continued investment I tried investing in CELH, which can be expected to expand overseas in the future. I wonder if stock prices will rise or fall due to being overbought I think analyst evaluations are good, and I'm expecting financial results. Probably with companies that are still unknown to the world I think it's still a rival company monsters Red Bull They want them to catch up with and chase them I have thoughts. I own stocks, but I've never drank I wish I could drink it casually even in Japan I'm supporting you with your thoughts.
新divOP :
that's amazing. I have a CELH dream. Institutions have a high ownership rate of this stock There are few individual investors. Nobishiro hasn't come out in terms of name recognition yet I think there is. It's not long since it became profitable If business performance also increases, stock prices will rise steadily I hope they give it to me. The rise and fall from last year to this year Because there's quite a bit of unevenness I want to increase the number of opportunities to buy more without missing them.
新divOP :
From the start of the Federal Reserve's interest rate hike, interest rate hikes stopped As predictions for interest rate cuts change every time Bullish short selling shorts are on the rise. The Federal Reserve is maximizing employment and calming inflation Is it good or bad to defy while tackling the challenges? Aren't you going against the Fed? or Don't get involved in incidents and accidents If we all cross the green light, we won't be afraid. When does Toaru get hit by a red brick in the world If you get hit, you won't be able to stay safe. It's definitely painful .
新divOP :
The balance sheet was expanded due to the coronavirus shock Money jabu-jabu shrinks balance sheets due to QT and the scale of QT, which loses money from the market, will also shrink from next month I'll do it. There is a possibility that balance sheet tightening will end by the end of the year. That's it.
新divOP : Electricity prices will increase from June
Electric power company
Hokkaido Electric Power
Kyushu Electric Power
Kansai Electric Power
I'm going to take it up.
Are you late in getting on the trend?
新divOP : I overlooked it because of the soaring price of electric power companies in the US
The Japanese electric power company is going up.
semiconductor manufacturer
Electric power company
car manufacturer
As expected
The power company didn't notice.
Attracting semiconductor factories to various parts of Japan
A data center can be built in Japan.
If the number of factories increases
I need electricity.
The reason why the government also attracts them with bang bang subsidies
That's pretty good, but can't we do anything about raising the electricity bill?
新divOP : Hokkaido Electric Power Co., Ltd. will record a profit of approximately 9.3 billion yen from selling uranium overseas from fixed asset sales for the fiscal year ending 2025/3.
新divOP : The sale of fixed assets was announced on March 29th.