AI is leading the “next industrial revolution”
[Electric power equipment] Demand for artificial intelligence (AI) is still booming even now, a year after the boom first swept Wall Street. It is reported that investors are finding winning opportunities not only in the high-tech sector, but also in traditional AI-related companies. The US paper WSJ reports that the public service sector of the S&P 500 Index has overwhelmed other sectors of the same index, with returns for the past 3 months being 15%. <1721>Comsys HD <1930>Hokuriku Denko<1934>
Hong Kong Market Overview | The three major indices continued to weaken, with the Hang Seng Index falling more than 1%; semiconductor stocks and Apple concept stocks bucked the trend, SMIC rose nearly 5%, and Shunyu Optics rose more than 6%
Domestic housing stocks declined, with Sunac China falling nearly 7%, and Vanke falling more than 4%; gold stocks fell one after another, Zijin Mining fell more than 5%, and China Gold International fell nearly 4%.
The Nikkei Average continues to fall, and interest rate increases are disgusting
The US stock market on the 28th was mixed. The Dow average closed at 38852.86 dollars with a depreciation of 216.73 dollars (-0.55%), the Nasdaq closed at 17019.88 with a 99.09 point increase (+ 0.59%), and the S&P 500 at 5306.04 with a 1.32 point increase (+ 0.02%). Sales that were wary of hawkish statements by senior US Federal Reserve (Fed) officials intersected and purchases in the semiconductor sector intersected, and after getting close, things were mixed. May consumer confidence index rises for the first time in 4 months
Cross-border e-commerce exports welcome significant benefits! Which Hong Kong and US stocks are expected to benefit?
Recently, the Executive Meeting of the State Council reviewed and approved “Opinions on Expanding Cross-border E-commerce Exports and Promoting Overseas Warehouse Construction”. The conference pointed out that developing new forms of foreign trade, such as cross-border e-commerce and overseas warehouses, is conducive to promoting the optimization of foreign trade structure and scale stability, and to creating new advantages in international economic cooperation.
The Nikkei Average rebounded, and the trading price was 3.3 trillion yen, the lowest this year, even though it was high
The US stock market rebounded on the 24th. The Dow average closed at 39069.59 dollars (+ 0.01%), the NASDAQ rose 184.77 points (+ 1.10%) at 16920.80, and the S&P 500 closed at 5304.72, which was 36.88 points higher (+ 0.70%). Buyers in the high-tech sector against the backdrop of the artificial intelligence (AI) boom rose after strongly supporting the market price and being close to it. Durable goods orders and consumer confidence indices were good, and expected inflation
Shipping revival? I don't believe Oma!
Damo believes that judging from the relationship between supply and demand, the Red Sea crisis only delayed the arrival of a downward cycle in the shipping industry. Once the disruptions are eliminated, the industry may return to a cyclical slump.
The Nikkei Average has fallen drastically, and high tech stock depreciation has limited high-profile purchases
The US stock market continued to decline on the 23rd. The Dow average closed at 39065.26 dollars (-1.53%) lower by 605.78 dollars, the NASDAQ depreciated 65.50 points (-0.39%) at 16736.04, and the S&P 500 closed at 5267.84, which was 39.17 points lower (-0.74%). Semiconductor NVIDIA's favorable financial results led to an improvement in investor sentiment, and it remained steady. After that, long-term interest rates rose due to employment-related indicators and PMI being stronger than expected and expectations of interest rate cuts receding
The Nikkei Average falls and falls below 39,000 yen due to aggressive buyers refraining
The US stock market on the 20th was mixed. The Dow average closed at 39806.77 dollars (-0.49%) depreciated by 196.82 dollars (-0.49%), the Nasdaq closed at 16794.88, 108.91 points higher (+ 0.65%), and the S&P 500 closed at 5308.13, 4.86 points higher (+ 0.09%). Expectations for interest rate cuts have receded, and things have been mixed since they got close. Several senior US Federal Reserve (Fed) officials said, “There is still no confidence that inflation will reach the 2% target sustainably, and interest rates will be maintained for the time being
Front market [stocks that have moved, stocks that have been created]
*MS&AD <8725> 3191 +423.5 Guidance over expectations and large-scale stock buyback announcements had an impact. *K&O Energy Group <1663> 3690 +255 is showing interest as an iodine-related stock. *Unitika <3103> 261+164 high price update is also spreading due to the strange price increase. *Tokio Marine <8766> 5196 +229 consensus positive settlement and policy stock sale policies are favorable. *Fujikura <5803> 3046 +1
Alfresa, Suzuken, etc. (added) Rating
Target Stock Price Change Code | Stock Name | Securities Company | Conventional | After Change |------|-----------------|-----------|--------|--------|<2784>|Alfresa | Nomura | 2550 yen | 2260 yen |<9987>|Suzuken | Nomura | 5000 yen | 5370 yen |<8050>|Seiko G | Nomura
Maxell, Kanpo Life Insurance, etc.
*Maxell <6810> expands the insulation business, and a subsidiary enters the EV market (Nikkan Kogyo side 1) - ○*Kanpo Life Insurance <7181 > 20% investment in Daiwa Asset, strengthening asset management capabilities (Nikkan Kogyo 3 sides) - ○*Honda <7267> applying for 1,700 people wishing to retire in China and investing in electrification strategies (Nikkan Kogyo 3 sides) - ○* Nissin Flour G <2002 > Tsurumi wheat silo expansion, 10 billion yen investment (Nikkan Kogyo 3 side) -○*f G-TECH <6406> 5-year annual total, operating profit 3 times, 440 billion for the fiscal year ending 29/3
The Nikkei Average rebounded, and there was a strong sense of caution against rising interest rates, and the rise was heavy
The US stock market on the 13th was mixed. The Dow average closed at 39431.51 dollars (-0.21%), the Nasdaq was 47.37 points higher (+ 0.29%) at 16388.24, and the S&P 500 closed at 5221.42, which was 1.26 points lower (-0.02%). It rose after being close to deep-seated expectations of interest rate cuts. After that, expectations of interest rate cuts receded in response to a rise in inflation expectations from the NY Fed in April, and the exchange rate stalled. Furthermore, consumption scheduled to be announced on the 15th
SoftBank G turns 24/3 ordinary profit and loss surplus to 57.8 billion yen
The financial results for the fiscal year ending 2024/3 announced by SoftBank G were sales of 6.756.5 billion yen, up 2.8% from the previous fiscal year, and ordinary profit and loss surplus of 57.81 billion yen (deficit of 469.27 billion yen in the previous fiscal year). The corporate value of investees improved due to global stock appreciation. The yen equivalent amount of US dollar debt increased due to the depreciation of the yen, and exchange losses of 703.1 billion yen were recorded. The investment profit and loss of the SoftBank Vision Fund (SVF) business was in surplus of 724.3 billion yen. [Positive Evaluation] <2587>Sa
Gold is overshadowed by the limelight! International shipping prices have skyrocketed. What are the investment opportunities for Hong Kong and US stocks?
The upcoming traditional peak season for shipping will also further catalyze the rise in market expectations for shipping demand.
SUBARU, TOPPAN, TOPPAN, TOKYU, SOFTBANK G (13th) (5108-9997)
*The above calendar is just a schedule and is subject to change due to company circumstances. ---------------------------------------5/13 (Mon) <5108>Bridgestone <5110>Sumitomo Rubber<5122>Okamoto <5189>Sakura Rubber<5253>Cover <5256>Fusic <5277>Spunklet <5310>Toyo Carbon <5342>ji
“Can't grab the box at all!” Is the Red Sea orbiting effect showing another wave of cabin shortages in the shipping market?
“The freight rate has started to rise again, and I can't grab the box at all!” The head of a freight forwarder company told the Financial Federation reporter that the “lack of a box” this time was essentially a lack of space.
Hong Kong Stock Afternoon Review | The three major indices rose sharply, domestic housing stocks and biotech stocks strengthened, Shimao Group rose more than 42%, and Ziding Pharmaceutical rose nearly 17%
Science and network stocks generally rose; Meituan rose more than 4%, and Bilibili rose nearly 3%; shipping stocks generally rose, with COSCO Maritime Control rising by more than 6%, and Orient Overseas International rising more than 5%.
Nippon Rika, Hisamitsu Pharmaceutical, etc. (Part 2)
<4406>Sumitomo Mitsui Trust Asset Management Co., Ltd. Stock Ownership Ratio 5.36% → 3.96% Reporting Obligation Date 2024/04/30 <4406>New Japan Rika Co., Ltd. Resona Bank, Ltd. Stock Ownership Ratio 7.35% → 6.28% Reporting Obligation Occurrence Date 2024/04/30 <4530>Hisamitsu Pharmaceutical Co., Ltd. Invesco Asset Management Co., Ltd. Stock Ownership Ratio 5.05%
Shin-Etsu Chemical, Kyoei Steel, etc. (additional) Rating
Upgraded - Bullish Code | Stock Name | Securities Company | Conventional | After Change |------|-------------|--------------|--------------|<7649>| Sugi HD | JP Morgan | “Neutral” | “Over W” |<8604>| Nomura HD | Yamato | “3” | “2” | Downgraded - Bearish
Pacific Basin Shipping Limited Goes Ex Dividend Tomorrow