The following is a comment written by a FISCO social reporter for individual investors, Mr. Yuusuke Yuge (Blog: Profitable Stock Information" Nekodanna's Stock Never Ceilings "). At FISCO, we strive to work with individuals who are actively disseminating information to deliver a diverse range of information to investors.

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* Written on September 2, 2024 at 15:00.

The more uncertain the future of the market becomes, the more growth stocks have been treated unfairly. In recent years, there has been a long-term trend of focusing on large-cap stocks, but now the momentum for seeking growth seems to be growing.

I am Yugi Yuge, who writes a stock and cat blog called 'Profitable Stock Information "Nekodanna's Stock Never Ceilings"'.

Due to the sell-off triggered by the Ueda Shock, the outstanding credit buy has been settled, and it seems that individual investors, in particular, are actively seeking growth stocks. Large-cap stocks are good for stable asset management, but if you are aiming for stocks that can skyrocket, it's still worth considering investing in small-cap growth stocks.

In addition to the increasing speculation about interest rate cuts in the United States, the Bank of Japan, which had been trying to increase interest rates, has been forced to be cautious about raising rates due to the Ueda Shock. If the pressure for interest rate cuts in the United States further increases, it is expected that there will be more interest in growth and high-tech stocks due to a sense of security.

In recent years, there have been many opportunities for high-tech stocks to be sought after, mainly in semiconductors and AI, but I can't recall any other themes that have been particularly sought after. As the name suggests, growth stocks are bought based on their future potential rather than their current performance, so it's also worth paying attention to IPO stocks. The near future is still unknown for potential in space-related and drone industries.

If forward-looking policies are launched in line with the timing of the presidential election and the election of the chairman, growth stocks that match the policies may be highlighted. This time, we will introduce mainly recent IPO stocks. However, please be aware that the price may fluctuate sharply immediately after listing, so please be careful not to rely too much on future prospects and buy at high prices.

Trial HD <141A>, which operates discount stores, has performed well and has solidly updated its year-to-date high. In addition to the steady sales of existing stores, there are expectations as a Kyushu Silicon Island-related company because it is based in Kyushu. We also want to keep a close eye on the growth of the retail AI business.

Columbia Works <146A>, which is engaged in real estate development and consulting, is also expected to achieve its highest profits ever for the fiscal year ending in December 2024, thanks to its strong performance. If the PER is undervalued and breaks above the 75-day moving average, the chart (daily) may turn bullish.

WOLVES HAND <194A>, which operates an animal hospital that can provide primary to advanced medical care, went public in June this year. While there are no dividends, the final profit continues to be the highest ever. We are monitoring whether dividends will be implemented. The chart (daily) has broken above the 25-day moving average, and we are watching to see if it forms a trend.

Logos HD <205A>, which specializes in custom-made housing business using DX and digital marketing, showed a sharp movement after the earnings announcement on July 12th. The PER is at a reasonable level, and the dividend of 137 yen per year as the initial dividend seems to have been well received.

Liberaware <218A>, which went public on July 29th, is involved in the development and operation of domestically produced small drones specialized in the industrial field. Although the performance is in the red, it is expected to expand its demand in the industry where labor shortage is a concern, with a strength in small drones for inspection and measurement in indoor spaces. While Chinese drones dominate the world market, domestically produced drones are being closely monitored from the perspective of national defense.

Finally, Integroup <192A> which operates a fully success-based M&A business. In the vibrant M&A market, the company's performance is also expanding. The chart (daily) is gradually rising, and we are watching to see if it can update its year-to-date high by the end of the year.

Well, the story has become a bit long, but on my blog, I introduce "individual stocks and theme stocks that are currently strong". Please take a look if you have time. We look forward to welcoming you with our beloved cat, "Al".

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Author Name: Yuugentei Tamaki Blog Name: The Cat Master's Stocks Know No Limits

Blog Name: The Cat Master's Stocks Know No Limits