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After passing through the Bank of Japan meeting and FOMC, the dollar yen is around 148 to 151 yen, NVDA exceeds 900 dollars even if interest rate cuts are postponed, and Nikkei semiconductor-related stocks are being pulled and it seems that it will rise to the point where it does not exceed 41000 yen
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$Intel(INTC.US$ Well, it's tonight! The accounts have been settled! INTC, which is likely to grow significantly in the future, will decline due to sluggish PC growth! It would be appropriate to buy more here, but I also think we should know about investing in Japanese stocks!
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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...
◆ $Nomura Micro Science(6254.JP$
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...
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[Rewards]
To the 3 users who made the closest predictions500 yen Amazon gift cardI will give it as a present.
[How to participate]
Japan time10/25 8:00 p.m.By,Microsoft's opening price on 10/25Predict it and post it! (Example: Expect the opening price to be $250). It's even better if you have your own investment ideas too! Please let us know your impressions and comments on the financial results!
Microsoft's 2024 Q1 financial results briefingAftermarket on 10/24It is scheduled to be held at (10/25 6:30 a.m. Japan time).
As of 2023/10/20, Microsoft'sPER is 33.75So, after 35.24 in 2021/12 and 35.11 in 2023/6Third highest level in the past 3 yearsIt is. At this evaluation level, in addition to favorable financial results, market participantsThe possibility that you are expecting a big surpriseIt can be said that there are enough of them too.
You may be able to find more trading opportunities by receiving financial results!
*The financial results briefing is scheduled for 10/25 at 6:30 a.m. Japan time.
The live stream of the financial results briefing is...
To the 3 users who made the closest predictions500 yen Amazon gift cardI will give it as a present.
[How to participate]
Japan time10/25 8:00 p.m.By,Microsoft's opening price on 10/25Predict it and post it! (Example: Expect the opening price to be $250). It's even better if you have your own investment ideas too! Please let us know your impressions and comments on the financial results!
Microsoft's 2024 Q1 financial results briefingAftermarket on 10/24It is scheduled to be held at (10/25 6:30 a.m. Japan time).
As of 2023/10/20, Microsoft'sPER is 33.75So, after 35.24 in 2021/12 and 35.11 in 2023/6Third highest level in the past 3 yearsIt is. At this evaluation level, in addition to favorable financial results, market participantsThe possibility that you are expecting a big surpriseIt can be said that there are enough of them too.
You may be able to find more trading opportunities by receiving financial results!
*The financial results briefing is scheduled for 10/25 at 6:30 a.m. Japan time.
The live stream of the financial results briefing is...
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![[Privileges available] Get rewards by predicting the opening price after Microsoft's Q1 financial results are announced!](https://sgsnsimg.moomoo.com/181000777/editor_image/47a92aa22f1038ff8d3c682626517cea.png/thumb)
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This is the final interview with Mr. Tappazou.Part 1So, the investment history of Mr. Tappazo, who achieved FIRE in his early 40sPart 2Then, I asked him about the sectors that Mr. Tappazo is paying attention to, his current portfolio, etc. The theme this time is about Mr. Tappazo's specific investment methods.I will also introduce the 5 rules for choosing investment candidates for about 100 stocks by Mr. Tappazou.
Why don't you use moomoo to try out the US stock investment introduced by Mr. Tappazou?Open an account and seize trading opportunities!You can check the details here>>Open a Moomoo Securities account
Let's learn from Mr. Tappazou and aim for a “rich life” for everyone!
points
・Pursue investment efficiency, including how to use time
・1 qualitative standard and 4 quantitative criteria for stock selection
・Not only financial figures but also qualitative judgment materials such as press conferences are important
Tappazou's Profile
・Advisor to US stock investors and investment management firms
・Began investing in US stocks in 2010...
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