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 2024/7/3 at 15:00

Good morning and evening, everyone. Whether you cry or laugh, the votes for the Tokyo gubernatorial election will soon tell the fortune of national affairs. This time, when there are lots of candidates in the bubble of things and nothing... it would be nice if those who are even a little indifferent to the election would be inspired and voter turnout would rise. Furthermore, in order to promote it, it would be nice to create an opportunity for candidates to cut shinogi by doing TV public debates like the US presidential election in Japan, but apparently there are also leading candidates who have continued to run away from it this term... as usual, Japanese politicians are still making a fuss at it, even.

This article, spelled out by an Arafo female investor who was the runner-up in the Stock 1GP Grand Champion Tournament (FY21) sponsored by Yukan Fuji, has also been serialized for 2 years... and the 77th time. This time, along with the title column, I will introduce recent notable stocks.

Just as there is a saying “Setsubun ceil/long-cherished wish bottom,” where stock prices peak and fall during the Setsubun period from the stock appreciation of the New Year market, and stock prices bottom out around the spring equinox, there is a market price saying “Tanabata ceiling/Tenjin bottom” for the July market price. As you might have guessed, stock prices hit an immediate ceiling around Tanabata on the 7th, and bottom out around the Tenjin Festival held at Osaka Tenmangu Shrine.

However, in recent years, it seems that it is often the “Tanabata bottom” due to sales associated with ETF distributions. In fact, according to the trial calculation of Daiwa Securities, futures and spot sales are expected to be around 1.2 trillion yen from 7/8 to 10, and it is expected that the market price from the beginning of the week that ended the Tokyo gubernatorial election “seems heavy.” Furthermore, as of 6/21, credit backlogs that have accumulated to a high level, which reached 4 trillion 911.7 billion yen, weigh heavily. That's why, in the immediate market, it would be safer not to touch stocks with a high involvement rate of individual investors, such as growth stocks, and a lot of credit left over.

So, it's better to safely target stocks that have good performance expectations and are drawing upward charts, such as inbound related stocks that receive the depreciation benefits of yen that have been introduced so far. This time, recently, I said, “This is it!” I will introduce individual stocks and theme stocks that I have been watching closely.

＜Cybersecurity-related and Notable Individual Stocks＞

Now, first, I would like to pay attention to cybersecurity-related stocks that are being targeted in response to a series of issues such as cyber attacks on KADOKAWA ＜9468＞ and “Niconico Video.” Against the backdrop of rapid growth in the AI market due to the rise of NVIDIA, there were movements such as an increase in personnel to the Cabinet Cybersecurity Center by the government and the strengthening of cybersecurity business in Japan by Cisco, which is a major US IT company, etc., so the atmosphere seemed to erupt at any moment.

Things such as Azgent ＜4288＞, FFRI Security ＜3692＞, and Secure Veil ＜3042＞ have moved quickly this week, but it seems that we can still pay attention to these as well. Also, the cybersecurity cloud ＜4493＞, which handles “Attack Block-kun,” which visualizes and blocks cyber attacks using AI technology, is being checked as one of those delays. Also, I would like to pay attention to Rack ＜3857＞, which has various security products, Cybertrust (4498), and No.1 ＜3562＞, which have clearly drawn an upward chart.

Also, speaking of individual stocks, information strategy technology ＜155A＞, which was recently agreed to develop services using generative AI in collaboration with Headwaters, Japan Avionics ＜6946＞, Tokyo Keiki ＜7721＞, and Endo Seisakusho (7841), which is a hot topic of ownership by Mr. Kiyohara Tatsuro, a legendary investor who has recently been attracting attention, and nms holdings< which is related to foreign workers promoted by the government I will pick up 2162 >. We are checking that both seem to be expected in future chart formation.

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”