Stock blogger Sanasae: Why should investors look for buying opportunities now? Pay attention to stocks that continue to show upward potential [FISCO Social Reporter].

Fisco Japan · Sep 7 16:00

以下は、フィスコソーシャルレポーターの個人投資家「さなさえ」氏（ブログ：『さなさえの麗しき投資ライフ』）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9月1日16時に執筆

皆様、おはこんばんちは。台風10号が屋久島など日本の山々に削られて低気圧に変わろうとしている頃ですが、九州・四国地方で被災された方もおられたかと思います。衷心よりお見舞い申しあげますと共に、皆様のご無事と一日も早い復興をお祈りいたします。今日も今日とてお米を買えぬまま連休を過ごす…個人投資家・さなさえです。

夕刊フジ主催・株1GPグランドチャンピオン大会・準優勝（21年度）のアラフォー女性投資家が綴る当記事の連載も2年目…はや84回目です。今回も表題のコラムと共に、最近の注目株をご紹介していきます。

＜暴落相場から強力なリバウンド相場へ…投資家は今何を思う＞

日銀の植田総裁が利上げ継続＆タカ派的姿勢を示した事に加え、米国のリセッション懸念の高まりは、ヘッジファンドなどの投機筋による円キャリートレードのバブル崩壊とその巻き戻しに繋がり、日経平均株価は8月5日には歴史的な急落に見舞われたのですが、結果的に8月末にかけては強力なリバウンド相場へと発展しています。

「あの時怖くてぶん投げちゃたよー！今、全然買えてないよー！」という個人投資家も多いのではないでしょうか…はい、気持ちわかります、わたし、失敗ばかりなんで（涙）。とはいえ、これまで幾度かの失敗と、その度に猛省し、再びファイティングポーズをとってきた経験は、先の急落相場でわたしに買いに行く勇気と冷静さも与えてくれたのだと思います。ただ今ここで「投資家は失敗や経験を次に活かす事が大切だ！」みたいな事を言うつもりはサラサラありません。むしろ、先の急落によって日本株は信用買い残も大幅に解消されて需給面で見ても日本株はかなり強い状況になっている事実だけをお伝えしたいのです。つまり、「今はただ強い株の押し目を怖がらず買いに行くのが吉」と言いたいのです（※個人の見解です笑）。という訳で今回は、最近そんなわたしのギラギラな目で見てきた期待度の高そうな株を一挙にご紹介していきます。

＜相場は強気！わたしが狙ってみたい株は？＞

先の信用買い残の大幅整理によってグロース市場指数の復調から、上値が軽そうな最近のIPO株をいくつか狙ってみたいですね。まずは全世界が注目する宇宙ビジネス事業、中でもスペースデブリに特化したアストロスケールHD＜186A＞です。エアバスやJAXAなど国内外の大手との提携や協業などでも注目されているので人気化したら上げ足は早いのではと注目しています。そしてスキマバイトサービスを展開しているタイミー＜215A＞は8月末時点のチャートでは一旦押し目を形成しそうではありますが、好業績への期待は継続です。そして経済産業省がバイオ産業拡大へ向けた支援を進めている事もあって注目されるVIS＜130A＞やハートシード＜219A＞といったバイオ株は、トレンドである事に加えて、上値が軽そうだという意味でもアリかなーと見ています。

またその他の個別からは、昨年の上場からインバウンドのジャパニーズアミューズメント人気もあって青天井相場をひた走るGENDA＜9166＞、同じく業績期待もあって急落から一気に切り返してきたジャフコG＜8595＞、そして米国による中国製品締め出しが強まる中、港湾用クレーンなど港湾向け物流事業の三井E＆S＜7003＞への思惑が強まっているようです。株価は割安水準ですし、チャートもこの辺りから見ていってもいいかなー…と、注目中です。

はい、ホントはもっと色々ご紹介したいのですが…今回は以上です。

ここ最近のわたしのブログでは、上記でご紹介した株以外にも「さなさえのひとり株1GP」として月毎の『注目３銘柄』をピックアップして、毎週末にその値幅を計測しています。もちろん株以外のネタも多種多様…怖いもの見たさでもお気軽にどうぞ (笑)。ではでは。Have a nice trade.

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執筆者名：さなさえ

ブログ名：『さなさえの麗しき投資ライフ』

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 September 1, 2024 at 16:00.

Good morning, good afternoon, and good evening everyone. It is around the time when Typhoon No. 10 is turning into a low-pressure system after passing through the mountains of Yakushima and other parts of Japan. I believe there were people who were affected in the Kyushu and Shikoku regions. I would like to express my sincere condolences and prayers for your safety and speedy recovery. Today, once again, I spend the consecutive holidays without being able to buy rice... I am an individual investor, Sana-sae.

This is the 84th volume of the series of articles written by a female investor in her 40s who was the runner-up in the Evening Fuji-sponsored Stock 1GP Grand Champion Tournament in 2021. Along with the column in the title, I will introduce the recent focus stocks.

In addition to Bank of Japan Governor Ueda's continued rate hikes and hawkish stance, the growing concern about a recession in the United States led to the collapse of the yen carry trade bubble created by speculators such as hedge funds, resulting in a historic sharp drop in the Nikkei Stock Average on August 5th. However, the market has since developed into a strong rebound market by the end of August.

There may be many individual investors who say, 'I was so scared and sold everything! I can't buy anything now!' Yes, I understand that feeling. I have had nothing but failures (tears). However, I believe that the experience of several failures and the reflection that came with each one have given me the courage and composure to buy during the recent market crash. But I don't intend to say things like 'Investors must learn from their failures and experiences!' right now. Instead, I just want to convey the fact that the recent market crash has significantly reduced the remaining credit buying of Japanese stocks, and in terms of supply and demand, Japanese stocks are in a very strong position. In other words, I want to say, 'Now is the time to fearlessly buy strong stocks on dips' (※This is my personal opinion, haha). So, in this article, I will introduce a group of stocks that I have been eagerly watching recently.

Due to the significant consolidation of previous margin purchases, and the recovery of the growth market index, I would like to target some recent IPO stocks that seem to have a light upside. First, there is Astroscale HD <186A>, which specializes in space debris and is attracting attention through partnerships and collaborations with major domestic and international companies such as Airbus and JAXA. If it becomes popular, I expect it to rise quickly. Also, Timey <215A>, which offers gap-time work services, seems to be forming a temporary correction on the chart as of the end of August, but expectations for good performance continue. In addition, bio stocks such as VIS <130A> and Heartseed <219A> are attracting attention due to the support of the Ministry of Economy, Trade and Industry for the expansion of the bio industry and the fact that they seem to have a light upside in addition to being a trend.

In addition, from other individual stocks, Genda <9166>, which has been running on a market with no upper limit due to the popularity of inbound Japanese amusement businesses since its listing last year, Jafco G <8595>, which has rebounded sharply from a sharp decline due to expectations for good performance, and Mitsui E&S <7003>, which is attracting speculation in the logistics business for ports, such as port cranes, amid increased restrictions on Chinese-made products by the United States. The stock price is at an undervalued level and the chart looks good from around here, so I'm paying attention.

Yes, I would like to introduce more, but that's all for now.

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'

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.

株ブロガー・さなさえ：今投資家が押し目を狙うべき理由とは？上昇期待が続く株に注目【FISCOソーシャルレポーター】

Stock blogger Sanasae: Why should investors look for buying opportunities now? Pay attention to stocks that continue to show upward potential [FISCO Social Reporter].

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