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 October 28, 2024 at 7:00 PM

Everyone, good morning and good evening. In the blink of an eye, the year 2024 is about to enter its final two months. Following the year of the Dragon, the Nikkei Stock Average, soaring like a dragon, reached its all-time high (July 11), then immediately plummeted to its largest decline ever due to the Bank of Japan's Governor Ueda's interest rate hike decision (August 5). The damage from that time still remains... it's quite significant.

The article series written by a female investor in her forties who was the runner-up in the Evening Fuji's 'Stock 1GP Grand Champion Competition (21st fiscal year)' hosted by Evening Fuji has entered its second year... already the 92nd time. Along with the titled column this time, we will introduce the recent stocks of interest.

It's a bit early, but when I looked back on the performance of my stocks earlier this year... it was quite volatile (sweat). As I mentioned the reasons for that, the conclusion I drew is that "while it's possible to anticipate market movements to some extent, in reality, it goes even further." I feel like complaining, but I will hold back and aim to achieve my target assets in the remaining two months, looking forward to the 'post-presidential election bull market'.

The reason I am expecting a post-presidential election bull market is... (1) First of all, it's because at the current moment, whether Trump or Harris wins, it wouldn't be surprising. (2) And if either of them becomes President, even if there are some minor disturbances, it is expected that beneficial policies will be implemented for the United States, which is positive in the long run. (3) Furthermore, the first 100 days after the President takes office are considered a so-called 'honeymoon period', during which stock prices tend to stabilize. In other words, even if there were shocks before and after the presidential election, it could be seen as buying opportunities, leading to an upward trend towards the end of the year and the beginning of the next year. (Yes, now imagine that earlier mentioned "going even further"! Laugh)

If so, it would be a good idea to focus on promising stocks here, while preparing for the next buying opportunity♪ This time, I will introduce you to some of the stocks that I have been keeping an eye on recently.

＜Focusing on promising stocks with material significance＞

First, let's start with Sakura Internet<3778>, a well-known company in the datacenter-related field that recently acquired servers with the latest model GPU from NVIDIA along with good financial results. The chart has broken above the 26-week moving average. Also, paying attention to Brains Technology<4075>, conducting demonstration experiments to automate daily inspections in collaboration with Sakura Internet and datacenter. Being a small-cap stock, it seems promising as a related stock.

Amid continuous investments in datacenters, funds seem to be flowing into nuclear power-related industries as part of national policy. One such symbolically moving company is Sagawa Electrical Industry<7711>. Although it has shown a considerably rapid increase, it still looks promising. In that context, Mitsubishi Kakoki<6331>, providing services like seawater intake screens (dust collectors) for nuclear power plants, is also worth noting. With earnings scheduled for October 31, monitoring any developments closely.

Top in handling information security equipment like web and data servers, Number 1<3562>, announced shareholder benefits. Holding 300 shares or more, you can receive a QUO card worth 15,000 yen twice a year just by owning shares here... This comes as quite a surprise for individual investors♪ It continues to be of interest. Dai Seki Environmental Solutions<1712>, offering payroll systems and security services for government agencies, is also performing well. Pay attention to price movements towards the end of the year and the beginning of the new year.

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'