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 30, 2024 at 10:00.

Looking back, former Prime Minister Kishida caused a stock market crash with his comments on financial income taxation, and despite implementing stealth tax increases such as social insurance premiums, the Nikkei average was able to reach an all-time high. The U.S. policy interest rates are heading towards a cut, so it may not all be as bad as it seems.

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

Even with a new president, the medium to long-term outlook for the stock market remains uncertain. If they were to actually execute financial income taxation, the market conditions would deteriorate. However, under the Kishida administration, the implementation of financial income taxation did not happen. I hope that the same uneventful completion of the term will occur for Prime Minister Ishiba as well.

If there are no policies that mistreat investors, the stock market has a good chance of gradually showing solid performance. For now, it seems like a time to gather information and observe whether Prime Minister Ishiba's policies and actions align.

Mr. Ishiba stated on the live broadcast of a TV Tokyo news program on September 27 that the "tone of monetary easing will basically not change." However, now that he has taken office as the Prime Minister, one wonders if he will follow in the footsteps of former Prime Minister Kishida... Am I the only one who feels this way? Currently, the fact that U.S. stocks are performing well is both a relief and a hope for Japanese stocks.

After implementing the rate cut, the dow jones industrial average has reached a new high, and the difference with the nikkei average, which cannot exceed 0.04 million yen, seems to be widening. In that case, it is essential to check for stocks with the potential benefits of a strong yen due to speculation on the Bank of Japan's rate hike. Aside from yen-based stocks, I am convinced that there are opportunities if focused on promising individual stocks. I have specifically selected six stocks that are particularly topical this time.

Speee <4499>, which was favorably received for launching the stablecoin cross-border remittance platform project, is showing an upward trend. Despite lackluster performance for the fiscal year ending September 24 due to aggressive development investments, we still see a growing need for digital transformation (DX) in all industries in Japan.

TradeWorks <3997>, which handles systems for securities and FX, appears to have been affected by a top interview article distributed on Kabutan on September 18. With a bullish statement that it is not difficult to increase the market capitalization tenfold depending on how it is done, it quickly gained momentum from the low end. Despite being a small-cap stock with a market capitalization below 10 billion, it is expected to be profitable for the fiscal year ending December 24.

Aichi Steel <5482>, a major special steel company related to Toyota, recently hit a year-to-date high. On September 24, it was revealed that City Index Elevens, which is said to be from the former Murakami Fund, holds a large amount of shares, leading to a short-term inflow of funds. With a significantly undervalued PBR and robust performance, it is important to keep a close eye on the earnings reports on October 31.

Yamanaya Fields HD <2767>, known for the popular Ultraman series both domestically and overseas, has also recently hit a year-to-date high. While pachinko sales have significantly declined, Ultraman's international recognition is growing, leading to an expansion in merchandising (MD) and licensing income. Monitoring how much the downtrend can be reversed is key.

Mipox <5381>, previously introduced in April as a power semiconductor-related company, is also gaining speculation in the AI data center sector. Most recently, the company's hanger paint stripping laser equipment was selected for government energy-saving subsidies, which has been well received. It has been lifting the bottom and updating the year-to-date high.

Lastly, Tian and S group <4055>, with high expectations for Kioxia's IPO, has shown strong recent performance, and announced a dividend revision on September 17. It is important to watch whether it can maintain the trend by staying above the 25-day and 75-day moving averages since coming off the bottom.

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