“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...

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This article uses automatic translation for some of its parts
$NVIDIA(NVDA.US)$The “GB200” superchip has attracted a great deal of attention in the market since it was announced. The company's stock price also temporarily rose close to 10% after this week's financial results report, breaking through the 1000 dollar mark.
What kind of magic does the “magic AI chip” “GB200,” which is expected from the market, have? The comparison between the specs and the company's conventional products is as follows.
NVIDIA GB200 Superchips are each High performance Grace CPU for 1 server with 2 Blackwell GPUs Combine the 5th generation NVLink It was connected via and achieved 1.8 terabytes per second (Tb/s) of bandwidth between GPUsNext-generation AI systemsIt is.
$JPMorgan(JPM.US)$According to the AI supply chain industry research report announced recently, based on CoWoS's advanced packaging production capacity, this year...

This article uses automatic translation for some of its parts
● $NVIDIA(NVDA.US)$After the end of trading hours on the 22nd (Japan time on the 23rd at 5:20 a.m.) We plan to announce financial results for FY2025 Q1.
● The data center, which is the company's most important businessIt is expected to achieve sales of 20.967 billion dollars, up 389.43% from the same period last yearIt is. As a result, it is expected that the ratio of the same business to the company's sales will continue to expand from 83% in the previous quarter to 85%.
● GS Securities analysts say that since investment in AI will continue to be at a high level in the future,NVIDIA's valuations are still cheapLooking at it, the target stock price was raised from 1,000 dollars to 1,100 dollars. HSBC also anticipated that the company's AI business outlook would be undervalued, and the target stock price was 1,350 dollars.
● According to Moomoo, the market is NVIDIASales for FY2025 Q1 are expected to increase 240.47% from the same period last year to 24.487 billion dollars, and EPS is expected to increase 532.28% from the same period last year to 5.18 dollarsIt has been done (US-...

The consolidated financial results for the fiscal year ending 2014/3 of the five major trading companiesDecline in resource pricesDue to the effects of4 companies reduced profitsIt became. About the fiscal year ending 25/3Non-resource businessIs strong $ITOCHU(8001.JP)$While 3 companies, etc. anticipate an increase in profit, $Mitsubishi(8058.JP)$etc., 2 companies predicted a decline in profit,Light and darkhas split. However, company-wideActive stance on shareholder returnsIt has rather strengthened, and the total return amount combined with dividends from the five companies and stock buybacks has risen to a record high of 1.9 trillion yen. There is also a possibility that investment by activist funds had an impact in part.
A US investment company that holds approximately 9% of the issued shares of 5 companies $Berkshire Hathaway-A(BRK.A.US)$Warren Buffett, a famous investor, talked about investing in Japanese trading companies at the company's annual general shareholders' meeting on the 4th of this month”Very satisfied” (Jiji Press) said. Previously, he suggested holding up to 9.9%,Room for additional investmentThere's still more left. A business with room for an increase...