Stock blogger Sanasae: Aiming to push in the spotlight of stocks? This is my way of buying [FISCO Social Reporter]

Fisco Japan · May 18 16:00

以下は、フィスコソーシャルレポーターの個人投資家「さなさえ」氏（ブログ：『さなさえの麗しき投資ライフ』）が執筆したコメントです。フィスコでは、情報を積極的に発信する個人の方と連携し、より多様な情報を投資家の皆様に向けて発信することに努めております。

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※2024年5月15日15時に執筆

皆様、おはこんばんちは。決算シーズンを通過し、ハネ上がった株を見上げながら「この株ほしいな…でも、今買ってもいいのかな…押し目があるとなれば、いつ拾えばいいんだろう…」と、振り返れば投資家歴を幾年も重ねようと悩み続けている、さなさえです。

夕刊フジ主催・株1GPグランドチャンピオン大会・準優勝（21年度）のアラフォー女性投資家が綴る当記事の連載も、2年目へ…はや70回目。今回も表題のコラムと共に、最近の注目株をご紹介していきます。

＜決算シーズンでハネた株を見上げながら…＞

さて、引き続き「おい、上げるのかい、下げないのかい…どっちなんだい！（a.k.a きんに君）」と、米国の長期金利の方向性に左右される相場が続き、なかなか買いにいきづらい状況ですが、日本の株式市場は決算シーズンを通過しました。

毎度、いわゆるサプライズ決算などで、株価・チャートが窓をあけて急騰する企業をたくさん見るのですが、わたしが常々悩んでしまうのが先にお話しした「いつ買うべきなのか」という事です。全体相場が強気であれば、大抵はそのまま飛びつくように買いに出てしまう事も多いのですが、今週の地合いでは、なかなかそんな気持ちになれなかったのが正直なところです。

逆に言えば相場格言の『休むも相場』を実践し、とりあえず動かず、俯瞰して市場を見るべきとも言えるのですが、投資家として目の前のチャンスにただ指を咥えていられないという性分もあります。だからこそ、わたしは急騰後の株については同じく相場格言から『初押しは買い』を実践するようにはしています。結果として、急騰時にチャートが好転したと判断した株においては、その勝率は高かったと思います。つまり、『迷ったら相場格言にならえ』というのが、わたしの中でベターな選択なのかもしれません(笑)。案外この相場格言（アノマリー）を知らない若い投資家さんが多いようですが、先人の知恵と経験はやはり侮らないほうがいいでしょう。

さて、今回は決算を経て動いてきた個別株の中から、わたしが注目したのものを少しだけご紹介させて頂きます。

＜強気なチャートの株に注目＞

まずはスポーツ用品関連から、わたしもお世話になってヨネックス＜7906＞やアシックス＜7936＞には注目ですね。いずれも好決算で動意した形ですが、世界的にスポーツ人口は健康志向の向上から増加傾向でもありますし、やはり「安心の日本ブランド」として海外勢からも人気化すれば面白いかな…と。同様に海外勢の日本株買いに期待したい株としては、いずれも好決算であった印刷大手のTOPPANホールディングス＜7911＞、建設大手の大林組＜1802＞も見ていきたいと思います。

今後の相場が弱気が続くとあれば、好業績なバリュー株には注目していきたいですね。酸化チタンの大手の堺化学＜4078＞、化学製品のクレハ＜4023＞、自動車向けプレス部品で知られたユニプレス＜5949＞、車載向けコネクターや各種センサーを手掛けるI・PEX＜6640＞、耐火れんがのヨータイ＜5357＞は、決算を通過してチャートが強気になった可能性が高いと見ています。いずれも株価に割安感もあってなかなか押し目を待つには時間を要しそうですが。あとは小型ではありますが、洋シヤター＜5936＞もインバウンド向けの商業施設などの設備投資が続くか…と、考えればよさそうですよね。

逆に株価に割安感はありませんが、半導体の実装パッケージ基板が好調な事に加え、円安メリットも享受しているメック＜4971＞、米エヌビディアやマイクロソフトのデータセンターなどへの投資で思惑のあるASJ＜2351＞は、まだ買いは続くのではと注目中です。

はい、今回は以上です。

ここ最近のわたしのブログでは、上記でご紹介した株以外にも「さなさえのひとり株1GP」として月毎の『注目３銘柄』をピックアップして、毎週末にその値幅を計測しています。もちろん株以外のネタも多種多様…怖いもの見たさでもお気軽にどうぞ (笑)。ではでは。Have a nice trade.

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執筆者名：さなさえ

ブログ名：『さなさえの麗しき投資ライフ』

Below is a comment written by individual investor “Sanasae” (blog: “Sanasae's Beautiful Investment Life”) of FISCO Social Reporter. At FISCO, we are working to disseminate more diverse information to investors by cooperating with individuals who actively disseminate information.

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※Written on 2024/5/15 at 15:00

Good morning and evening, everyone. Looking up at the stocks that have gone through the financial results season and are looking up, “I want this stock... but I wonder if it's okay to buy it now... if there is a push, when should I pick it up...”, and looking back, it's Sana Sae, who continues to worry over the years as an investor.

This article, spelled out by an Arafo female investor who was the runner-up in the Stock 1GP Grand Champion Tournament (FY21) hosted by Yukan Fuji, is now in its 2nd year... 70th time. This time, along with the title column, I will introduce recent notable stocks.

＜While looking up at stocks that were sold during the financial results season... ＞

Now, let's continue, “Hey, are you going to raise it, or you're not going to lower it... which one! (a.k.a. Kin-kun)”, the market price influenced by the direction of long-term interest rates in the United States continues, and it is quite difficult to buy, but the Japanese stock market has passed the financial results season.

Every time, I see a lot of companies whose stock prices/charts open a window and skyrocket due to so-called surprise settlements, etc., but what I always worry about is “when should I buy it,” which I mentioned earlier. If the overall market price is bullish, people usually go out to buy it as it is, but to be honest, it wasn't easy to feel like that in this week's situation.

Conversely, it can also be said that you should practice the market adage “rest but market price,” and look at the market from a bird's-eye view without moving for the time being, but there is also the nature of not being able to simply hold your finger on the opportunity in front of you as an investor. That's why I also practice “first push is buy” for stocks after a sharp rise, based on the market price adage. As a result, I think the winning ratio was high for stocks that were judged to have improved during the sharp rise. In other words, “if you get lost, follow the market price adage” is probably the better choice for me (laughs). Surprisingly, it seems that there are many young investors who don't know this market saying (anomalies), but it's still better not to underestimate the wisdom and experience of our ancestors.

Now, I would like to introduce just a few of the individual stocks that have moved through financial results that have moved on.

＜Pay attention to stocks on bullish charts＞

First, let's start with sports equipment, and I'm also paying attention to Yonex ＜7906＞ and ASICS ＜7936＞. Both have moved with favorable financial results, but the global sports population is also on the rise due to improvements in health consciousness, and after all, it would be interesting if it became popular from overseas as a “safe Japanese brand”... Similarly, I would like to look at TOPPAN Holdings (7911), a major printing company, and Obayashi Group (1802), a major construction company, as stocks I would like to expect from overseas players to buy Japanese stocks.

If future market prices continue to be bearish, I would like to keep an eye on value stocks that are performing well. I think there is a high possibility that Sakai Chemical (4078), a major titanium oxide company, Kureha (4023), the chemical product Kureha (4023), Unipres (5949), which is known for automotive press parts, I-PEX (6640), which handles automotive connectors and various sensors, and Yotai (5357), a refractory brick, passed financial results and became bullish. Both have a sense of undervaluation in stock prices, so it seems that it will take quite a while to wait for a push. After that, although it is small, it seems good to think about whether Western Shire ＜5936＞ will continue to invest in equipment such as commercial facilities for inbound use...

Conversely, there is no sense of undervaluation in stock prices, but in addition to the fact that semiconductor mounting package boards are doing well, MEC ＜4971＞, which also enjoys the advantage of depreciation of the yen, and ASJ ＜2351＞, which is speculated due to investments in US NVIDIA and Microsoft data centers, etc., are still being bought.

Yes, that's all for now.

In my recent blog, in addition to the stocks introduced above, I also pick up “3 notable stocks” every month as “Sanasae's one-person stock 1GP,” and measure the price range every weekend. Of course, there are a wide variety of stories other than stocks... feel free to do so even if you see something scary (laughs). well then. Have a nice trade.

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Author name: Sana Sae

Blog name: “Sanasae's Beautiful Investment Life”

The translation is provided by third-party software.

The above content is for informational or educational purposes only and does not constitute any investment advice related to Futu. Although we strive to ensure the truthfulness, accuracy, and originality of all such content, we cannot guarantee it.

株ブロガー・さなさえ：ハネた株の押し目を狙う？わたしの買い方はコレです【FISCOソーシャルレポーター】

Stock blogger Sanasae: Aiming to push in the spotlight of stocks? This is my way of buying [FISCO Social Reporter]

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