Individual Investor Gyokusuke Limited: Investment literacy is an essential issue! If you choose stocks, you should narrow it down to stocks with performance expectations [FISCO Social Reporter]

Fisco Japan · May 19 09:00

以下は、フィスコソーシャルレポーターの個人投資家「有限亭玉介」氏（ブログ：儲かる株情報「猫旦那のお株は天井知らず」）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13日10時に執筆

最近、金融リテラシーという言葉をよく聞くようになりました。個人投資家であれば、投資に関わっていない人よりは金融リテラシーは比較的高いと言えるかもしれません。ただ、株式投資を何年経験していようが、継続して市場から学ぶ気持ちが大切ですな。

改めまして株＆猫ブログ「儲かる株情報『猫旦那のお株は天井知らず』」を執筆しております、有限亭玉介と申します。

過日、著名投資家のジム・ロジャーズ氏が投資系メディアへと語った「40年後の日本は幸せな場所では無くなっているはずだから、それに備えるべき」という発言が波紋を呼んでいます。老後を悲観的に見ている人は日本で多いにも関わらず、何も行動に移してないという人も多いようです。

40年後の日本がどうなっていて、私達が何に幸せを感じるかは誰も予想できないでしょうが、先の記事の内容としては「日本人は投資のリテラシーを高めるべき。」という事でした。当コラムを長らく綴る者として「へぇ、仰る通りで」ではありますが、新NISAで株式投資に参入した個人投資家が増えたとはいえ、何にでも闇雲に投資すれば良いという訳ではありません。一つひとつ学んでいくという事は大切です。

例えばインフレではお金の価値が下がり、物価が上がる。そのような考え方で貯金の一部を株式投資に当てても良いでしょうし、歴史的な円安であれば海外投資家が7割と言われる日本市場（売買シェア）において、日本株は割安に見えるという事も、投資を学んでいけばおのずと理解が深まるでしょう。

株式投資家に求められる事は、とにかく「（株を）安い時に買って高い時に売る」という事に尽きます。外部環境やテーマなど様々な要因で株価は上がるにしても、やはり企業の「業績」を無視する事はできません。特に初心者の方こそ、この業績を見定めて、投資リテラシーを高めていきたいもんですな。今日は直近で注目した、そんな株を選ばせて頂きました。

5月8日の決算発表で動意した大末建設＜1814＞は、2006年以来の株価水準まで上昇してきました。PBRは1倍割れで、増配も好感されております。不動産価格が上昇している昨今、同社の需要も拡大していくか注視したいです。

こちらも建設関連から明星工業＜1976＞です。4月25日の上方修正で急動意しましたな。25年3月期は通期で僅かに減益予想ではあるものの、LNG工事で国内トップクラスの実績を持つ同社は監視を強めていきたいですな。

メッキ鋼板などを手掛ける淀川製鋼所＜5451＞は、5月10日の決算発表が好業績だった事に加えて、25年3月期の年間配当を109円増の309円へ増配した事が好感されました。5月10日の場中に決算が発表されると一気にストップ高となりましたが、その後のチャートはどうなるのか要チェックです。

静岡を地盤に事業用不動産開発やマンションを手掛けるヨシコン＜5280＞は、25年3月期も過去最高益を更新する予想となりました。PER・PBRはかなり割安水準であり、自社株買いの発表も好感されております。

4月25日の上方修正で底値から反発してきたテクノホライゾン＜6629＞は、FA・光学機器が主力の企業です。円安の恩恵を受けて業績が拡大した他、PBRは1倍割れで割安感もありますな。直近で形成したダブルボトムの2番底が1番底を上回っており、ネックラインを超えて上昇トレンドへ向かえるか監視中。

最後は電力計を手掛ける大崎電気工業＜6644＞です。同社もPBRが1倍割れで、直近の決算と併せて「資本コストや株価を意識した経営の実現に向けた対応に関するお知らせ」を発表しております。再生可能エネルギーやスマートメーター関連として注視です。

さて、ちょっとお話が長くなりましたが、あたくしのブログではそんな「今強含んでいる個別株・テーマ株」を紹介しています。お暇があれば覗いてみてやってください。愛猫「アル」と共にお待ち申し上げております。

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執筆者名：有限亭玉介

ブログ名：猫旦那のお株は天井知らず

Below is a comment written by FISCO Social Reporter's individual investor “Tamasuke Limited” (blog: Profitable Stock Information “Cat Husband's Stock Knows No Ceiling”). FISCO is working to disseminate more diverse information to investors by cooperating with individuals who actively disseminate information.

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※Written at 10:00 on 2024/5/13

Recently, I've been hearing the term financial literacy a lot. If you are an individual investor, you may be able to say that your financial literacy is relatively higher than that of people who are not involved in investing. However, no matter how many years you have been investing in stocks, the feeling of continuing to learn from the market is important.

Once again, my name is Kyusuke Limited, and I'm writing the stock & cat blog “Profitable Stock Information “Cat Husband's Stock Knows No Ceiling”.

Recently, famous investor Jim Rogers made a statement to investment media that “Japan 40 years from now should no longer be a happy place, so we should prepare for it” caused ripples. Despite the fact that there are many people in Japan who look pessimistically at old age, it seems that there are many people who have not taken any action.

No one can predict what Japan will look like in 40 years, and what we will feel happy about, but as the content of the previous article, “Japanese people should improve their investment literacy.” That was it. As the person who spells out this column for a long time, it is “Wow, as you say,” but even though the number of individual investors entering stock investment with the new NISA has increased, this does not mean that it is good to invest in dark clouds in anything. It's important to learn one by one.

For example, in inflation, the value of money falls, and prices rise. With such a way of thinking, it would be fine to allocate part of your savings to stock investments, and if the yen depreciates historically, your understanding of the fact that Japanese stocks seem undervalued in the Japanese market (trading share), where overseas investors are said to be 70%, will naturally deepen your understanding as you learn how to invest.

All that is required of stock investors is to “buy (stocks) when they are cheap and sell when they are expensive.” Even if stock prices rise due to various factors such as the external environment and themes, it is still impossible to ignore a company's “performance.” Beginners in particular would like to evaluate this performance and improve their investment literacy. Today, I was asked to select such stocks that I recently paid attention to.

Daisue Construction ＜1814＞, which moved with the financial results announcement on 5/8, has risen to the stock price level since 2006. PBR is split by 1 times, and the dividend increase has also been well received. With real estate prices rising these days, I would like to keep a close eye on whether the company's demand will also expand.

This is also Meisei Kogyo (1976) in connection with construction. There was a sudden reaction due to the upward correction on 4/25. Although profit is expected to decline slightly for the full fiscal year ending 25/3, the company, which has a domestic top-class track record in LNG construction, would like to strengthen surveillance.

Yodogawa Steel Works ＜5451＞, which handles plated steel sheets, etc., was well received by increasing its annual dividend for the fiscal year ending 25/3 by 109 yen to 309 yen in addition to the fact that the financial results announcement on 5/10 was well received. When the financial results were announced on 5/10, it stopped high all at once, but it is necessary to check what will happen to the chart after that.

Yoshikon (5280), which handles commercial real estate development and condominiums based in Shizuoka, is expected to hit a record high for the fiscal year ending 25/3. PER and PBR are at a fairly undervalued level, and announcements of stock buybacks have also been well received.

Techno Horizon ＜6629＞, which has rebounded from the bottom price due to the upward revision on 4/25, is a company mainly focused on FA and optical equipment. In addition to benefiting from the depreciation of the yen and expanding business results, PBR is split by 1 times, and there is also a sense that it is undervalued. The second bottom of the recently formed double bottom has surpassed the bottom 1, and we are monitoring whether it can cross the neckline and move towards an upward trend.

The last one is Osaki Electric Industries (6644), which handles electricity meters. The company also has a PBR split of 1 times, and together with recent financial results, they announced a “Notice Concerning Response to Realize Management Aware of Capital Costs and Stock Prices.” It is closely watched as being related to renewable energy and smart meters.

Well, I've been talking a bit long, but my blog introduces such “individual stocks and theme stocks that are strong now.” If you have free time, please take a look. We look forward to seeing you with our beloved cat “Al.”

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Author's name: Gyokusuke Kotei

Blog name: Cat Husband's Stock Knows No Ceiling

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.

個人投資家・有限亭玉介：投資リテラシーは必須課題！株を選ぶならば業績期待株に絞るべし【FISCOソーシャルレポーター】

Individual Investor Gyokusuke Limited: Investment literacy is an essential issue! If you choose stocks, you should narrow it down to stocks with performance expectations [FISCO Social Reporter]

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