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 2024/5/21 at 15:00
Good morning and evening, everyone. The Nikkei Stock Average has returned to 39,000 units, but if you look at the Growth Market Index, you can see that the body temperature of individual investors who use it as their main battlefield is low. What is clear in the market price up to this point this year is that the emphasis is not on the trend called “theme,” but “good performance,” which is the basis of stocks. It's around this time today that I'm keenly aware of that once again in May... it's Sanasae.
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... 71st time. This time, along with the title column, I will introduce recent notable stocks.
＜Individuals should aim for stocks with good performance and performance expectations＞
Now, it seems that stocks that have passed through the financial results season and continue to be scouted are still performing well. As someone who reports on notable stocks aimed at “short-term rapid growth,” which is also an individual investor's dream, on his blog every month, I felt it firsthand in just over 5 months since the beginning of the year. (I will continue to do my best, hi...)
Semiconductors, generative AI, data centers, etc. that have become popular as themes have actually been popular for a long time now, but it seems that this trend did not continue in the April and May market prices. In particular, when it comes to stocks that have accumulated unearned credit, which are also “future sellers,” I was really scared and had the mentality of not touching them. Also, after I finish writing this, depending on the details of NVIDIA's financial results ahead of 5/22, the search trend may change again.
You can't just complain like this, and if you're focusing on stocks that have “good performance” or expectations for good performance, it's also a good idea to aim for that promotion during this period when the financial results season has ended. This time, I will introduce stocks that I have recently paid attention to.
＜I have it in my portfolio＞
Sumiseki HD (1514) and Mitsui Matsushima HD (1518), which previously became a hot topic among individual investors due to the large holdings of famous investor Imura Toshiya, from coal and petroleum, which are currently trending. In particular, Sumiseki HD announced a capital and business alliance with Aso, who is also known as the “Aso Coal Mine,” which is the base of former Prime Minister Taro Aso, and it was fluctuating due to short-term funds centered on individual investors. It seems that speculation about Mitsui Matsushima HD is also moving due to mass ownership and additional acquisitions by City Index Eleven and co-owners. From a petroleum-related perspective, ENEOS (5020) announced a stock buyback. I'm watching, “If domestic and international funds come in one after another...”
Also, there are many companies performing well in the transportation industry. For example, it's nice that the charts of Kounoike Transport ＜9025＞, C&F Logi HD ＜9099＞, and Senko HD ＜9069＞ are rising steadily, but there is still a sense of cheapness. If that happens, there are speculations on the EC site... Belluna ＜9997＞, which sells general catalogs, and Schuppin ＜3179＞, which has speculations about inbound cameras, watches, etc. at physical stores in addition to EC, also seem interesting.
I'm sorry for the rest, but since shipbuilding-related, Namura Shipyard ＜7014＞, Terasaki Denki ＜6637＞, which handles power distribution control systems for ships, etc., Moriya Yuki Kogyo ＜6226＞, which also handles marine elevators, IMV ＜7760＞, a vibration test/measurement device for EVs and nuclear power plants, and Sukegawa Electric Industries ＜7711＞, which also handles temperature measuring devices that are also used in connection with nuclear power plants, Shirai Electronics 6658 >, Arisawa Seisakusho (5208), materials for printed circuit boards, Mimaki Engineering (6638), which manufactures large printers, and Kimura Koki (6231), an air conditioning system device, have passed financial results and seem to be strong... and are monitoring them by incorporating them into the portfolio.
Finally, as a bonus... Kudan ＜4425＞, which announced that it had cooperated with domestic automobile manufacturers in demonstration/development of platform-based autonomous mobility, [3092] Yutori ＜5892＞, which is the apparel brand of the ZOZO Group and has high performance expectations, and Regil ＜176A＞, which is a recent IPO that handles retail businesses centered on renewable energy, are being checked sideways... I wonder if it's from a short-term perspective...
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”