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 October 21, 2024 at 3:00 PM

We need to monitor the election results to see if the Ishiba administration will be short-lived. If, by some miracle, the support rate of the Ishiba administration experiences a miraculous resurgence, then stocks related to Ishiba such as disaster prevention, defense, and local revitalization will need to be continued to be monitored.

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

While I'm curious about the future of the Ishiba administration, I want to keep an eye on the Ishiba-related stocks that are currently being sought after due to being late to the game. Stocks related to Tottori Prefecture seem to be gaining popularity. This could be an opportunity for stocks that have not stood out despite good performance, such as those related to local revitalization and disaster prevention, to be reevaluated.

To be honest, going directly from Prime Minister Ishiba's policy speech to the House of Representatives election, the details of the policies are unclear. Whether the disaster prevention agency can actually be established depends on Prime Minister Ishiba's ability to manage the bureaucrats. Regarding local revitalization, there seems to be a plan to double the grants for local revitalization based on the initial budget, which may make money flow more easily to local areas.

Since defense spending was expanded during the Kishida administration, there is concern about whether Prime Minister Ishiba will further expand it to realize an Asian version of the NATO concept. However, if it turns out that in the end, to achieve these goals, it will be necessary to promote tax hikes rather than issuing government bonds, the stock market will likely be collectively discouraged. We individual investors still have strong concerns about financial income taxation. So, yes.

What will happen to Japanese politics after the Lower House election? There are also questions about whether Prime Minister Ishiba can implement policies as promised without hesitation. As an investor, it's important to focus on flexible investments that can adapt to any future that may come, rather than relying on predicting the future.

Now, as expectations rise for Prime Minister Ishiba's Disaster Prevention Agency, JESCO Holdings <1434>, which handles the design and construction of electrical facilities, showed momentum after the earnings announcement on October 15. Moving decisively from the bottom range, the candlestick chart (daily) is being closely monitored to see if an uptrend can be formed. The p/e ratio is also undervalued.

POWTEC <9264>, which is involved in the manufacturing and sale of water treatment, environmental, energy-related equipment, as well as disaster prevention and safety equipment, also showed momentum after the earnings announcement from the bottom range. This company is also being watched as an Ishiba-related company in disaster prevention. The performance for the August 2025 period is expected to see a sharp expansion, breaking its record high profit, with annual dividends increasing from the previous year's 53 yen to 70 yen.

Furuno Electric <6814>, which boasts a high share in electronic equipment for ships, saw a sharp increase in its performance against the backdrop of expanded shipbuilding demand. The weakening yen also contributed to the performance, and the surprise earnings announcement on October 15. Even after the momentum from the bottom range on the candlestick chart (daily), the p/e ratio remains at an undervalued level, and we are closely monitoring whether an uptrend can be formed. Check as it is related to disaster prevention such as volcanic eruption research.

Ashimori Industry <3526>, a leading manufacturer of fire hoses, also seems to have speculation related to disaster prevention. Its main automobile safety components business is performing well, and it raised its lower limit after the earnings announcement on August 9. Watching to see how the earnings announcement on November 8 will turn out.

Although originally expected to be a proponent of renewable energy, Prime Minister Ishiba seems to have leaned towards supporting nuclear power plants after taking office, possibly out of consideration for the Liberal Democratic Party and Keidanren. If that's the case, it would be wise to keep an eye on Taiheiyo Electric <1968>, which is well-known for its expertise in the repair and dismantling of power plants, along with the associated lifting technology. With ongoing performance expectations, there is also a sense of undervaluation in the p/e ratio.

Lastly, TRE Holdings <9247>, whose main business is waste disposal and recycling. The company is also involved in the recovery from the Noto Peninsula earthquake, and announced an upward revision on October 15. It was also referred to as a candidate related to Shinjiro Koizumi during the presidential election, but as mentioned earlier, we are closely monitoring it as an Ishiba brand that promotes both nuclear power use and renewable energy.

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