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 on 2024/7/8 at 10:00
As the AI market expands, it is necessary to develop infrastructure that can be used safely. News of cyber attacks targeting Japanese companies has also been scattered, and discussions on cybersecurity measures have been discussed right away.
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”.
In recent news about cyber attacks, it was reported that KADOKAWA ＜9468＞ has received a cyber attack from a hacker group calling itself “BlackSuit.” There is a suspicion that personal information and contract information held by the company have been leaked, and it seems that services such as Nico Nico Video operated by Dwango, a subsidiary of the company, cannot also be used. It seems that recovery is still taking time even in July.
The government also has a policy of strengthening public-private partnerships with a view to introducing “active cyber defense.” If the country takes the initiative to take cyber countermeasures, I think the level of private companies will also improve. It's still shocking that even Dwango, which is a famous IT company in Japan, was hit by a cyber attack and went down.
It also became a topic of conversation when talking about the previous security clearance system, but the series of reports on this cyber attack is once again looking for important cybersecurity-related stocks against the backdrop of future expansion in the AI market and data center demand.
The Nikkei Average has hit a high price again, and soon I would like to expect an inflow of funds from large value stocks... to small to medium growth stocks with many IT companies... This time, I will introduce such theme stocks as described above and individual stocks that I have recently checked.
First, let's start with Soliton Systems (3040) in relation to cybersecurity. The company, which also has speculations related to edge AI, is turning back when the chart (daily chart) has bottomed out. Business performance is also strong, and we are monitoring how far the lower price will be rounded up.
Rack ＜3857＞, which has strengths in information security technology, has also recently rounded up its lower price. It surpasses the high price of 843 yen in April, and we are watching closely to see if it is aiming for 1000 yen in the big market. In the past, the company and Nomura Research Institute ＜4307＞ established a new managed security service company for cloud platforms, so check it out.
Asgent ＜4288＞, where speculative purchases flowed in due to KADOKAWA's cyber attack, seems to be a small-cap stock with a total market value of 10 billion or less, so it's light. The fiscal year ending 25/3 is expected to turn profitable, and while demand for security is increasing, I wonder if it can continue to be a symbol stock...
This is also FFRI Security (3692), which develops cybersecurity products such as “Yarai.” Although there is no sense of cheapness due to PBR, etc., it recently surpassed the 75-day line. The fiscal year ending 25/3 is expected to hit a record high. At the monthly level, signs of a shift from a long-term downtrend have come into view.
The rest is I-PEX (6640), a major connector company, from “small and medium stocks with high performance expectations” that are being followed up on recent blogs. Recently, the movement to update year-to-date highs has continued. The PBR split is 1 times, and upward revisions were also announced in the previous financial results, so it is doing well. If shareholder returns such as dividend increases and share buybacks expand, there may be a possibility that they will be further sought.
The last one is Sanwa Chemical Industries (4125). The company has technology to recover precious metals from waste, and it is attracting attention as being related to the circular economy. Also, there is a sense of stability in business performance, and dividends have been increasing in recent years, so I would like to look forward to this as well.
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