Below is a comment written by individual investor “Sanasae” (blog: “Sanasae's Beautiful Investment Life”) of FISCO Social Reporter. At FISCO, we are working to disseminate more diverse information to investors by cooperating with individuals who actively disseminate information.

-----------

※Written on 2024/9/29 at 19:00

Good morning and evening, everyone. The Liberal Democratic Party presidential election unexpectedly led to the election of the Ishiwari Shigeru candidate, and at that moment, Nikkei futures crashed drastically. Finally, it had such an impact on the market that even a circuit breaker was activated. As an investor, it was an astonishing presidential election, but I want to quietly take advantage of this opportunity. I thought I'd look ahead to the next House of Representatives election from an investor's point of view.

This article, spelled out by an Arafo female investor who was the runner-up in the Stock 1GP Grand Champion Tournament (FY21) sponsored by Yukan Fuji, has also been serialized for the 2nd year... and 88th time. This time, along with the title column, I will introduce recent notable stocks.

＜The birth of Prime Minister Ishiwari Shigeru＞

Mr. Ishiwari Shigeru once fought for the administration with the late former Prime Minister Abe. The king maker who supported Mr. Ishiwari in the current presidential election is the irony that former Prime Minister Suga Yoshihide was responsible for political strategy under Mr. Abe. If I were to leave the reason and structure of such erratic “battles without humanity and justice” to various report writers within political parties that call themselves conservatives, I would like to introduce stocks that I picked up with dogmatism and prejudice from a theme called “Ishiwari Shigeru related stocks” named after Ishiwari Shigeru's assertions and personality.

＜Narrowed down from stocks related to Shigeru Ishiwari ＞

First, I'd like to pick up stocks that Mr. Ishiwari Shigeru actually holds. Mitsubishi Heavy Industries (7011) and Kawasaki Heavy Industries (7012) are also known as defense-related. Also, Nippon Steel (5401) and JFE Holdings (5411) are responsible for the production of crude steel, which is also used in weapons manufacturing, etc. Also, they are advocating nuclear power plant promotion, so check TEPCO HD ＜9501＞ and Kansai Electric Power ＜9503＞. Also, he, who is also known as a railway lover, also holds Tokyu ＜9005＞ shares, so he may be interested in railway-related matters as well.

Also, as mentioned above, Mr. Ishiwari is called a “defense otaku.” In addition to the representative stocks mentioned above, in addition to Nippon Steel Works (5631), which designs and manufactures defense equipment, it is worth noting whether they are looking for small-cap stocks such as Howa Kogyo (6203), which is a Japanese rifle manufacturer, and Ishikawa Seisakusho (6208), which handles defense equipment such as mines, etc. Also, he advocates not only defense, but also the “establishment of the Ministry of Disaster Prevention” in Japan, which is an earthquake-prone country. If that happens, I would like to pay attention not only to the chart but also from the good price movements of Imperial Fiber ＜3302＞ and Morita HD ＜6455＞, which handle disaster prevention vehicles and fire hoses, Nomi Disaster Prevention ＜6744＞ for fire alarms and fire extinguishing equipment, and Nippon Hume ＜5262＞ due to earthquake resistance of water pipes.

Finally, I will introduce stocks related to “regional revitalization” that he insists on. There seems to be a possibility that Ukaze Taiyo (5616) of the direct-to-production application “Pocket Marche,” which became a hot topic due to the shortage of rice in Reiwa, will become popular mainly among individuals, even as a recent IPO. Also, it seems that speculations continue on Synex ＜2376＞, Change HD ＜3962＞, and iMobile ＜6535＞ from hometown tax matters.

Yes, I really want to introduce a lot more... that's all for now.

In my recent blog, in addition to the stocks introduced above, I also pick up “3 notable stocks” every month as “Sanasae's one-person stock 1GP,” and measure the price range every weekend. Of course, there are a wide variety of stories other than stocks... feel free to do so even if you see something scary (laughs). well then. Have a nice trade.

----

Author name: Sana Sae

Blog name: “Sanasae's Beautiful Investment Life”