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 15, 2024 at 12 o'clock.

Everyone, good morning, good afternoon, and good evening. The various candidates in the LDP presidential election, which determines the de facto leader of the country, have different opinions... I heave a sigh by the window, worrying about Japan's future. It's Sana Sae.

The serialized article written by a 40-something female investor who won second place in the Evening Fuji's Stock 1 Grand Prix Grand Champion Tournament (FY21) is now in its second year... already the 86th installment. Along with the column in the title, this time we will introduce some recently popular stocks.

In our previous column, we introduced stocks that maintained a bullish stance even amid the sharp decline in the Nikkei average triggered by increased concerns about a hard landing in the United States. With the positive reception received so far, and an increasing number of visitors to the blog, I would like to take this opportunity to express my gratitude. I would be happy to receive comments as well.

Following the August US CPI announced on September 11th, and the August US PPI released on the morning of the 12th, concerns about a hard landing in the United States significantly eased. The immediate outlook for the FOMC is increasingly leaning towards a soft landing or even no landing. On the other hand, at the Bank of Japan meeting, while the maintenance of the current monetary policy is being considered a market consensus, there is a growing sense of caution that the high value of the yen in the foreign exchange market could accelerate, as there have been consecutive stances and statements perceived as 'hawkish' from Governor Ueda and related officials.

Market is expected to be cautious ahead of the FOMC meeting (September 17-18) and the Bank of Japan meeting (September 19-20), but what we should be conscious of is whether the 'yen buying' will continue. If the yen continues to strengthen, it will weigh on the upside of the Nikkei Average, so individual investors should approach the market with moderate caution and focus on 'seeing the trees, not the forest' as the best strategy. Following the market adage 'Sell in May and go away, But remember to come back in September,' the buying opportunity is right now. This time, I'll introduce a few high-performance stocks that I see as promising.

Firstly, Kamakura Shinyo <6184>, which showed good earnings on September 12 and improved dividend payout through medium-term management plan, seems to have strong performance expectations in a society with an extremely aging population. I am paying attention to the possibility of entering a short-term rebound trend. Also, AiHD <3076>, which was well received on August 19th for its earnings, and although the chart surged by opening a gap, it quickly filled that gap. Expecting a rebound due to its cheapness in terms of PER.

Leading disaster prevention equipment provider Nippon Dry-Chemical <1909> also seems to have strong performance expectations and is in a strong uptrend. The current stock price is quite cheap, so it may stand out in a directionless market. TRE Holdings <9247>, whose target stock price was raised by Daiwa Securities following good earnings on August 9, is also a hot topic as a 'Shinjiro Koizumi-related stock' (lol). In that case, Midac HD <6564> in the same category is also worth checking out from a performance expectation standpoint. Kishima Chemical Industry <4026>, which handles building material materials with recent good earnings progress, and Rentorakkusu <6045> in internet advertising, are both expected to continue their solid uptrend.

Finally, let's look at some recent interesting stocks. Firstly, Hokuzawa Sangyo <9930>, which continues to increase its holdings in fiber optics, and Trit <9164>, which has been adjusting as a growth stock since its listing and has faced unpopularity and declining earnings. It may be worth keeping an eye on Trit as a staffing-related company in healthcare, nursing, and construction sectors facing chronic labor shortage.

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'