Filter
Exclude
Time range
-
Near
#GlobalMorningRoutine #WealthAlert ⭐สรุปสาระสำคัญ⭐ 🇺🇸ตลาดหุ้นสหรัฐฯ ปิดในแดนลบ ดยได้รับแรงกดดันจากความตึงเครียดในตะวันออกกลางและราคาน้ำมันที่พุ่งสูงขึ้น ✅ AI / Semiconductor ➤ สหรัฐฯ เตรียมคุมส่งออกชิปขั้นสูงเข้มขึ้น พร้อมเงื่อนไขให้ผู้ซื้อชิปรายใหญ่ต้องร่วมลงทุน AI ในสหรัฐฯ ➤ ขณะเดียวกัน #OpenAI เปิดตัว GPT-5.4 และ AI สำหรับงานการเงินรวมสะท้อนการแข่งขัน AI เร่งตัว หนุนดีมานด์ชิป ➤ แต่กฎใหม่อาจ "กดดัน" ผู้ส่งออก GPU เช่น $NVDA (Nvidia), $AMD (Advanced Micro Devices) ======================== ✅Chip Earnings ➤ $MRVL (Marvell) งบดีกว่าคาด รายได้ 22% จาก Data Center และให้แนวโน้มรายได้เร่งตัวแรงใน FY27-28 จาก Custom ASIC และ AI Infra ➤ ภาพรวมสะท้อนดีมานด์ AI ยังแข็งแกร่ง เป็นบวกต่อ $MRVL และกลุ่มชิป Custom อย่าง $AVGO (Broadcom) ======================== ✅Wholesale Earnings $COST (Costco) และ $BJ (Bj's Wholesale) ➤ งบดีกว่าคาด จาก E-commerce และค่าสมาชิกโต ท่ามกลางพฤติกรรมผู้บริโภคเน้นความคุ้มค่าและเลือกสินค้าถูกลง ➤มอง $COST เด่นกว่า จากขนาดธุรกิจ ฐานสมาชิกใหญ่ และ House Brand ช่วยลดแรงกดดันภาษีนำเข้า ======================== ✅ Luxury / Retail ➤ $Prada งบปี 2025 ตามคาด แต่กำไร 2026 เสี่ยงถูกกดดันจากดีล $Versace ➤ขณะที่ #FastRetailing (9983.T) รุกอินเดีย ตั้งเป้าโต 10 เท่า ดูสดใสกว่าจากการขยายฐานลูกค้าใหม่ ======================== ✅China Tech / E-commerce ➤JD.com รายได้ 4Q25 โตเล็กน้อย แต่พลิกขาดทุนครั้งแรกในเกือบ 4 ปี มองลบต่อ JD และ 3690.HK (Meituan) จากสงครามราคา ➤โดย $BABA Alibaba (DR23 : BABA23) ยังได้เปรียบจาก Cloud & AI ======================== ✅EV China ➤ 002594.SH (BYD) เปิดตัวแบตเตอรี่ Blade ใหม่ Flash Charge (10–70% ใน 5 นาที) ➤ แต่ยังมองลบต่อ EV จีน จากดีมานด์อ่อนและสงครามราคากดมาร์จิ้น ======================== ✅AI Supply Chain ➤ 2317.TW ( Hon Hai) ยอดขายก.พ.ทำสถิติสูงสุด หนุนจากดีมานด์ AI Server ➤ สะท้อนดีมานด์ AI ยังสูงและเป็นบวกต่อห่วงโซ่เซมิฯ เช่น $TSM (TSMC), $NVDA, 000660.KR (SK Hynix) และ 2317.TW ( Hon Hai) ======================== 📌อ่านเพิ่มเติมที่นี่ : innovestx.co.th/cafeinvest/s… #InnovestX #InnovestXResearch

3
6
517
Global Management Program 2026 in Tokyo, Japan | Fully Funded Duration: 6 Days | July 26, 2026 – July 31, 2026 Link: scholarshipscorner.website/g… Benefits: 1) Round-trip transportation to Japan 2) Hotel expenses 3) Insurance during the program period 4) Visa support 5) Store visit 6) Business Sessions with global leaders 7) Research DEADLINE: February 20, 2026 Credit: Fast Retailing, UNIQLO The content is based on and adapted from information available on the official website. Details are subject to change. No copyright infringement intended. For any credit or content inquiries, please contact us #ScholarshipsCorner #GlobalManagementProgram #Uniqlo #FastRetailing #leadership #leadershipdevelopment #studyinjapan #Scholarships
8
81
3,916
Global Management Program 2026 in Tokyo, Japan | Fully Funded Duration: 6 Days | July 26, 2026 – July 31, 2026 Link: scholarshipscorner.website/g… Benefits: 1) Round-trip transportation to Japan 2) Hotel expenses 3) Insurance during the program period 4) Visa support 5) Store visit 6) Business Sessions with global leaders 7) Research DEADLINE: February 20, 2026 Credit: Fast Retailing, UNIQLO The content is based on and adapted from information available on the official website. Details are subject to change. No copyright infringement intended. For any credit or content inquiries, please contact us #ScholarshipsCorner #GlobalManagementProgram #Uniqlo #FastRetailing #leadership #leadershipdevelopment #studyinjapan #Scholarships
1
51
510
39,129
👕 Les géants du textile et de la mode. Certains vendent du luxe, d’autres du prêt-à-porter ou du workwear… mais tous pèsent des dizaines (voire centaines) de milliards 💰 🧵 LVMH, Hermès, Inditex, Nike, Dior, Kering… Des marques différentes, un même moteur : la puissance de leurs marques et de leurs marges. 📊 Classement par capitalisation boursière (en milliards de dollars). ⚠️ Certaines entreprises ne font pas que du textile, mais leur influence dans le secteur est majeure. Tu investis déjà dans l’un de ces groupes ? #bourse #investissement #actions #textile #mode #luxe #nike #lvmh #hermes #kering #inditex #dior #tjx #fastretailing #rossstores #investisseur #finance #valeursboursières
3
1,124
#Japan GDP SA (Q/Q) Q2 F: 0.5% (est 0.3%; prev 0.3%) - GDP Annualised SA (Q/Q): 2.2% (est 1.0%; prev 1.0%) - GDP Nominal SA (Q/Q): 1.6% (est 1.3%; prev 1.3%) - GDP Deflator (Y/Y): 3.0% (est 3.0%; prev 3.0%) - GDP Private Consumption (Q/Q): 0.4% (est 0.2%; prev 0.2%)  - #GDP Business Spending (Q/Q): 0.6% (est 1.3%; prev 1.3%)  - Inventory Contribution % GDP: 0.0% (est –0.3%; prev –0.3%)  - Net Exports Contribution % GDP: 30.0% (est 0.3%; prev 0.3%) $EWJ $NTDOY #SONY #Fastretailing
1
2
5
1,762
Tokyo TOPIX (1308.T) 0.94% 📈 #SoftBank Group (9984.T): Up ~1.9%, tech conglomerate lifted by the overall index surge. #FastRetailing (9983.T): Up 2.5%, the largest influencer on the index (9% weight); Uniqlo parent benefited from eased uncertainty boosting consumer outlook. #Toyota Motor (7203.T): Gained ~2.1%, a blue-chip auto giant driving the export sector rally post-resignation news. #Sony Group (6758.T): Rose ~1.8%, strong in tech and entertainment, aligning with broader market optimism. #Mitsubishi UFJ Financial (8306.T): Advanced ~2.3%, top financial stock gaining from stability signals.
1
3
1,702
🌏 Proud moment for IIFT! Our student Akash Rawal represented IIFT at the Global Management Programme 2025 by Fast Retailing in Tokyo 🇯🇵. From 10,000 applicants worldwide, only 53 were chosen — Akash among them! 👏 👏 We extend our gratitude to Fast Retailing for creating this transformative platform, and to the mentors and peers who made this journey enriching. @UniqloIn #IIFT #GlobalLeadership #FastRetailing #UNIQLO #StudentSuccess
1
5
223
Nikkei 225 📈 3.27%🟢 Toyota Motor (7203): Surged 8.88% on July 23, 2025, after US-Japan trade deal announcement. #Toyota #AutoStocks Honda Motor (7267): Jumped 10.27% on July 23, leading auto sector rally. #Honda #TradeDeal Nissan Motor (7201): Gained 8.88% on July 23, boosted by trade agreement optimism. #Nissan #StockMarket Fast Retailing (9983): Up 2.5% on July 22, 2025, with 9% index weight, key influencer. #FastRetailing #RetailStocks Keyence (6861): Rose 3.1% on July 21, 2025, driven by tech sector strength. #Keyence #TechStocks Nippon Steel (5401): Gained 2.8% on July 22, supported by industrial demand. #NipponSteel #IndustrialStocks Sony Group (6758): Increased 2.3% on July 21, reflecting electronics sector resilience. #Sony #Nikkei225 #Electronics $EWJ $NTDOY
2
9
3,301
11 Jul 2025
#NewsFatafat | Fast Retailing, parent of Uniqlo, is bracing for the impact of Trump’s new tariffs, warning they could hit its U.S. business later this year The company may be forced to raise prices to offset rising costs Despite posting a weaker-than-expected Q3 profit, Uniqlo maintained its full-year forecast; However, its CFO acknowledged the difficulty of absorbing the full burden of higher tariffs #Uniqlo #FastRetailing #Tariffs #USRetail #PriceHikes #TradeWar #TrumpTariffs #RetailNews #Q3Earnings #GlobalTrade
2
2,045
13 May 2025
패스트 리테일링. 유니클로(UNIQLO)가 좋으면, 그 회사 주식인 패스트 리테일링을 보라는 얘기가 있당.😅 5년간 193%. 일본주식은 100주가 최소단위이니, 500만엔..🫨 #일본주식 #FastRetailing
12 May 2025
유니클로는 진짜 개쩌는 브랜드인 거 같음
5
4
47
6,577
Global Management Program 2025 in Tokyo, Japan | Fully Funded Duration: 6 Days | July 27, 2025 – August 1, 2025 Link: scholarshipscorner.website/g… Benefits: 1) Round-trip transportation to Japan 2) Hotel expenses 3) Insurance during the program period 4) Visa support 5) Store visit 6) Business Sessions with global leaders 7) Research Deadline: February 14, 2025. Credit: Fast Retailing, UNIQLO All information is sourced from and rewritten based on official websites. For credit, please email or message us. #ScholarshipsCorner #GlobalManagementProgram #Uniqlo #FastRetailing #leadership #leadershipdevelopment #studyinjapan #scholarships
2
995
👜 명품보다 주식! 좋아하는 브랜드로 돈 벌어보자! 평소 루이비통 백이나 나이키 운동화, 자라(Zara) 옷을 자주 사나요? 그런데 알고 보면, 이런 브랜드들을 소유한 대기업들이 전 세계에서 가장 큰 시가총액을 자랑한다는 사실! 소비 대신, 투자로 눈을 돌려보세요. 아래는 시가총액 순으로 정리된 패션 대기업들과, 우리가 잘 아는 브랜드들입니다. 👛 #LVMH $MC.PA •시가총액: $392B •브랜드: 루이비통(Louis Vuitton), 디올(Dior), 펜디(Fendi), 셀린느(Céline), 불가리(Bvlgari) •한줄 요약: 세계 최고의 명품 제국! 가방, 화장품, 시계까지 모두 석권. 👜 #Hermès $RMS.PA •시가총액: $246B •브랜드: 에르메스(Hermès) •한줄 요약: 버킨백 하나로 명품의 정점을 찍은 클래식 명품의 대명사. 👗 #Inditex $ITX.MC •시가총액: $157B •브랜드: 자라(Zara), 버쉬카(Bershka), 스트라디바리우스(Stradivarius) •한줄 요약: 트렌디한 패스트 패션으로 전 세계를 점령한 브랜드. 👟 #Nike $NKE •시가총액: $146B •브랜드: 나이키(Nike), 조던(Jordan), 컨버스(Converse) •한줄 요약: 스니커즈부터 운동복까지, 스포츠 패션의 끝판왕. 👚 #TJX Companies $TJX •시가총액: $125B •브랜드: TJ맥스(TJ Maxx), 마샬스(Marshalls), 홈굿즈(HomeGoods) •한줄 요약: 합리적인 가격으로 명품과 가성비를 동시에 제공. 👔 #FastRetailing $FRCOY •시가총액: $78B •브랜드: 유니클로(Uniqlo), GU •한줄 요약: 기본템의 최강자! 편하면서도 세련된 스타일의 필수 브랜드. 👟 #Adidas $ADDYY •시가총액: $60B •브랜드: 아디다스(Adidas), 스텔라 맥카트니(Adidas x Stella McCartney), 이지(Yeezy) •한줄 요약: 스포츠 패션에 지속 가능성을 더한 글로벌 브랜드. 이제는 여러분이 좋아하는 브랜드를 소비하기 전에, 그 기업의 주식을 살펴볼 때입니다. 내 돈으로 사는 대신, 나를 위해 돈을 벌게 해보세요! 📈 #Stocks #Investment #Fashion #패션투자 #명품주식 #미국개미 #USAnt
1
3
9
1,515
FastRetailing の内製データパイプラインがOSS化されてるかみたけど、そもそもFastRetailingのパブリックリポジトリもなかった。淡い期待だった、、、
内製のデータパイプライン YAMLでデータ定義やデータ処理、データ品質など様々定義していくことが可能らしい リッチなEmbulkみたいな感じかな #data_findytools
3
656
Data Visions Collection 1. Emerging Markets Throw - Front 2. Growth Potential Throw - Front glitchtextiles.com #processing #creativecoding #fastretailing #data #datavis #glitchtextiles #textiles #textiledesign #textileart #woven
2
46
🇭🇰HK Morning Heatmap Stocks listed as ADRs are beating the market with yesterday atmos. $XPEV 18.50% #FastRetailing 10.17% $Geely 6.14% $NIO 5.86% $BILI 5.15% $Xiaomi 3.23% *source: cnvive.com/heatmap/hk $HSI $FXI $KWEB $YINN $BABA $ZK $PDD $BEKE $BYD $QQQ $SPY #china
2
882
มีการคาดการณ์ว่า Fast Retailing บริษัทแม่ของแบรนด์ UNIQLO จะมีกำไรสูงขึ้น 24% ในปีนี้ ซึ่งนับว่าเป็น 3 ปีติดต่อกันแล้วที่พวกเขาทำได้สำเร็จ thestandard.co/uniqlo-owner-… #UNIQLO #FastRetailing
1
1
1,769
Global Flagship Store UNIQLO Shinjuku HONTEN Opens October 25 - Located on the site of the former BICQLO store in the heart of Shinjuku chiostocks.blogspot.com/2024… #nikkei #nikkei225 #StockMarket #stocks #japanstocks #trading #tradingtips #Retail #fashion #fastRetailing
2
3
66