Below is a comment written by a personal investor, "Sanasae", a Fisco Social Reporter (blog: 'Sanasae's Beautiful Investment Life'). At Fisco, we work to collaborate with individuals who actively disseminate information to provide a greater variety of information to investors.
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Written on June 12, 2024 at 10 o'clock.
Good morning/afternoon/night everyone. If you're wondering what kind of gainianbankuai stocks will gain traction this summer, I think of the perovskite solar cell, space-related, semiconductor, AI, datacenter related comeback... but above all, I want to find stocks that won't lose out to the 'summer doldrums' this year... that's Sanae's opinion.
This is the 74th edition of the article written by a female investor in her early forties who won the second prize (in 2021) at the evening edition Fuji Grand Championship sponsored by the Evening Fuji. Together with the title column this time, I will introduce the recent attention stocks.
First of all, I would like to focus on hydrogen-related stocks this summer, but... major five companies (such as Toyota Motor) who are striving for the realization of a hydrogen society have been found to have certification fraud. However, it cannot be said that there will be a major blow to the 'hydrogen industry'. In the hydrogen basic strategy announced by the Japanese government in 2017, it is stated that they will promote the building of a society that uses hydrogen as a main energy source by 2050 as a 'national policy'. That means, 'the show must go on' and it is still in the 'making personnel' stage, so the strong trend will continue.
As evidence of this, typical stocks such as Kawasaki Heavy Industries (7012), which has a trend of hydrogen liquefaction systems and transportation (ships), and Mitsubishi Chemical Machinery (6331), which is a hydrogen station, are steadily rising. Nagano Keiki (7715), which deals with pressure gauges for hydrogen stations, also continues to rise despite being cheap in terms of P/E ratio. In addition, Kansai Electric Power (9503) reported in the Nikkei newspaper on June 11 that Iwatani Industrial (8088), ENEOS Holdings (5020) are also being strongly bought. Tokyo Keiki (7721), which handles hydraulic systems, etc. at the hydrogen station handled by Iwatani Industry, is also attracting attention as a new value follow-up. If there are other related stocks that you want to pay attention to, I would like to feature them in this column as well.
When it comes to gainianbankuai stocks, 'novelty' is also important. For example, a world-first 'tooth-growing medicine' aiming for practical use in 2030 that was developed by teams such as Kyoto University is a hot topic among some investors. It is a treatment for hereditary toothlessness and aims to be put into practical use around 2030, but attention is being paid to the companies investing in the development team such as Toregem BioPharma.
First of all, Sanyo Trading (3176) is considered to be the leader. The chart is moving firmly upward and the results so far are also good. The stock price is still undervalued, so I think it can aim for further growth while adjusting. Also, FVC (8462) has recently emerged from the bottom range with further upside potential in response to the buyback of its own shares in May. As a small independent venture capital, it is expected to be favored by individual investors aiming for profits. There are also Astellas Pharma (4503), Shinnihonseiyaku (2395), etc., but we still need to see the chart go up... (sweat).
Finally, I will highlight stocks that are showing a strong upward trend in the market environment with no direction♪ Mimaki Engineering (6638), which handles large printers for advertising and signs, Futaba Electronic Industrial (6986), which is improving its performance at a rapid pace, and Wacoal Holdings (3591), which is known as an activist and whose ownership rate of more than 5% was revealed in a mass holding report released after the market closed on June 11th this week.
Yes, that's all for this time.
In my recent blog, in addition to the stocks introduced above, I pick up the 'Top 3 Stocks to Watch' every month as 'Sanae's Solo Stock 1GP' and measure their price range every weekend. Of course, there are various topics other than stocks... Please feel free to enjoy it even if you are curious or scared (lol). Well then, have a nice trade.
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Author name: Sanasae
Blog name: 'Sanasae's Beautiful Investment Life'