Individual Investor Gyokusuke Limited: The basis of stocks is performance! Stock groups that paid attention to after settlement [FISCO Social Reporter]

Fisco Japan · May 25 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20日10時に執筆

近年は新NISAやAIが資産運用を行うサービスなど、株式投資に何らかの形で参入する人も増えてきました。株式投資に関する記事を執筆してきた人間として、多くの方がこの世界に関心を持ってくれるのは嬉しいもんですな。

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。

何かをキッカケに株式投資の世界へ飛び込んだ初心者にとっては、見るもの全てが新鮮でわからない事だらけかもしれません。「そもそも株式とは？」、「なぜ海外のニュースで日本の株価が乱高下するのか？」、「需要と供給って何？」などなど…あたくしが株式投資を始めた時はそのような感じでした。失敗しては勉強を繰り返し…今でも株式投資が好きでそれは続けております。

「どうして株価が上がるの？」と聞かれたら、買いが売りを上回るから。という回答になります。下がる場合は、その逆という事ですな。どのような理由で買われる(売られる)かは、個別銘柄の特徴や世界情勢、あるいは日米の金融政策など、地球上の全てが株価に影響していると言っても過言ではありません。

このような説明をすると、「気軽に始めたのに、大変なものに手を出してしまったなぁ。」と思う方もおられるかも…それでも、ご安心ください。確かに永遠に買われ続ける銘柄を見つけるのは至難の業ではありますが、増配や業績拡大を繰り返している企業の株価は、長い目で見れば基本的には上昇していくものです。

ただ、そうは言っても、そんな優良銘柄を探し出すのはやはり難しいもの…だからこそあたくしが毎週こちらの記事で皆様の為に気になる銘柄をピックアップしております。今回は株式投資の基本に則って、好業績＆上昇チャートが続いている銘柄をご紹介して参ります。

独立系ソフト開発受託会社のクレスコ＜4674＞は、25年3月期も過去最高益を更新する見通しです。チャート(日足)もしっかり年初来高値を更新しました。6月30日を基準日として株式分割も発表しております。同社は13期連続で経常利益が最高益を更新する見通しとの事で、どこまで業績拡大するのか楽しみですな。

こちらも直近の決算が好業績で増配も発表したミラースHD＜8897＞です。5月13日の決算発表後に窓を開けて動意すると、年初来高値となりました。首都圏を中心にマンションの分譲や太陽光発電にも注力する同社は、テーマ性でも注視です。

5月10日の決算で経常利益が最高益予想に加えて増配を発表したコンフィデンス・インターワークス＜7374＞は、動意すると25日線・75日線を上回りました。ゲーム・エンタメ業界の人材派遣業を手掛ける同社は、IT系人材不足を背景に業績拡大が続くか監視中。

橋梁・鉄骨の大手である宮地エンジニアリング＜3431＞も5月14日の決算では2期連続で最高益を更新を発表しており、チャートも上昇トレンドを継続しておりますな。政府が推進する国土強靭化にちなんだ国策銘柄としても知られた同社ですが、国内のインフラ整備事業はまだまだ継続でもありますので思惑・期待は尽きませんな。

業務用食品卸を展開する尾家産業＜7481＞は、近年急速に増加するインバウンド需要によって外食向け等が業績拡大している模様。また、PB商品やヘルスケア商品なども好調との事です。底値から反発したチャートは、トレンド転換へ向かうか…。年間配当が90円で、PERも割安となれば監視を強めていきたいですねぇ。

最後は山口銀行や広島のもみじ銀行などを傘下に持つ山口フィナンシャルグループ＜8418＞です。インフレで利上げ機運が高まっている昨今、銀行株はしっかり注視しておりますよ。5月10日には好決算に加えて、自社株買いも発表しました。4月の調整で上昇トレンドが落ち着いたかと思われた同社ですが、決算後から再びトレンドに乗れるか。

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 2024/5/20

In recent years, there has been an increase in the number of people entering stock investment in some form, such as the new NISA and services where AI performs asset management. As someone who has written articles about stock investment, I'm happy that so many people are interested in this world.

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”.

For beginners who jumped into the world of stock investing using something as a trigger, everything they see may be fresh and full of things they don't understand. “What is a stock anyway?” , “Why do Japanese stock prices fluctuate due to foreign news?” , “What is supply and demand?” etc... it was like that when I started investing in stocks. When I failed, I repeated my studies... I still like investing in stocks, and I continue to do that.

“Why are stock prices going up?” If asked, it's because buying exceeds selling. That's the answer. If it goes down, the opposite is true. It is no exaggeration to say that everything on the planet affects stock prices, such as the characteristics of individual stocks, world conditions, or Japan-US monetary policies, for what reason they are bought (sold).

When I explained it like this, “I started casually, but I dabbled in difficult things.” There may be people who think that... but don't worry. Certainly, it is extremely difficult to find stocks that will continue to be bought forever, but the stock prices of companies that have repeatedly increased dividends and expanded business performance will basically rise in the long run.

However, that being said, it is still difficult to find such excellent stocks... that's why I pick up stocks I'm interested in in this article every week for everyone. This time, I will introduce stocks that continue to have good performance and rising charts in accordance with the basics of stock investment.

Cresco (4674), an independent software development contract company, is expected to hit a record high profit for the fiscal year ending 25/3. The chart (daily chart) has also been updated with a solid year-to-date high. Stock splits have also been announced with 6/30 as the record date. The company's ordinary income is expected to hit the highest profit for 13 consecutive terms, so I'm looking forward to seeing how far business results expand.

This is also Millers HD (8897), which also announced an increase in dividends due to strong recent financial results. When I opened the window and moved after the financial results were announced on 5/13, the price was high since the beginning of the year. The company, which also focuses on condominium sales and solar power generation, mainly in the Tokyo metropolitan area, is watching closely in terms of themes.

Confidence Interworks (7374), which announced an increase in dividends in addition to the highest profit forecast in the financial results on 5/10, surpassed the 25th line and 75th line when it moved. The company, which handles the temporary staffing business in the game and entertainment industry, is monitoring whether business performance will continue to expand against the backdrop of a shortage of IT human resources.

Miyaji Engineering ＜3431＞, a major bridge and steel frame company, also announced a new high profit for 2 consecutive terms in the 5/14 financial results, and the chart continues to trend upward. The company is also known as a national policy brand named after the land resilience promoted by the government, but the domestic infrastructure development business is still continuing, so there is no shortage of speculations and expectations.

Oie Sangyo (7481), which develops commercial food wholesalers, seems to be expanding its business performance for eating out, etc. due to inbound demand that has rapidly increased in recent years. Also, it is said that PB products and healthcare products are doing well. Will the chart that rebounded from the bottom price move towards a trend change... The annual dividend is 90 yen, and if PER is also discounted, I'd like to strengthen surveillance.

The last one is Yamaguchi Financial Group ＜8418＞, which has Yamaguchi Bank and Hiroshima Momiji Bank under its umbrella. Recently, interest rate hikes are increasing due to inflation, so we are keeping a close eye on bank stocks. On 5/10, in addition to favorable financial results, a stock buyback was also announced. The company seemed to have settled the upward trend due to the April adjustments, but will it be able to get back on the trend after the financial results are settled?

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：株の基本は業績にあり！決算後に注目した銘柄群【FISCOソーシャルレポーター】

Individual Investor Gyokusuke Limited: The basis of stocks is performance! Stock groups that paid attention to after settlement [FISCO Social Reporter]

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