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 November 6, 2024 at 7:00 PM.

Everyone, good morning, good afternoon, and good evening. It seems like the stock market is buzzing with the re-election of President Trump in the USA. It appeared that Trump was in the lead even during the election, so if we can maintain this trend of rising stock prices... I want to make a good profit by the end of the year, Sana Sae.

The series of articles written by a female investor in her 40s who was the runner-up at the Evening Fuji's 'Stock 1 Grand Prix Grand Champion Tournament (FY 21)' has entered its second year... this is already the 93rd time. Along with the title column this time, I will introduce some recent stocks of interest.

Right after the 2016 presidential election, the world experienced a 'Trump shock,' causing stocks to be sold temporarily. However, they were quickly bought back up, reaching new highs one after another, a memory that still remains vivid. During the election, Trump, representing a populism that was previously viewed as harmful, made headlines in the news every day. But as soon as he took office as president, the market viewed Donald Trump's policies focusing on domestic infrastructure development, immigration, and illegal immigration as possibly beneficial for America, and stocks were bought.

Now, with Trump's 'presidential comeback,' the US securities market soared in jubilation, and the three major indices hit record highs. Contrary to the issues brought about by globalization proponents such as immigration problems and wealth disparities, the American people clearly said 'NO,' revealing their stance. It would be great if Japan could follow suit soon... (tears).

As mentioned in the previous column, I myself am expecting a bullish stock market for a while. However, what suppresses the upside of Japanese stocks is still the strength of the yen. In the future, I would like to aim for stocks that seem to have increased expectations in the recent market while paying attention to the remarks of Bank of Japan Governor Ueda and the lip service of President Trump, who loves social media. This time, I will mainly introduce such stocks.

Speaking of stocks that were bought in the previous Trump market, infrastructure and construction-related stocks come to mind. YAMASHIN FILTER <6240>, the world leader in hydraulic filters for construction machinery, was bought due to good financial results, and it is likely that the trend has changed even in the long run. Similarly, Tokyo Tekko <5445>, a construction materials-related company, announced upward revisions and increased dividends, drawing attention for its dividend yield and attractiveness. Also, although it reported a decrease in profits, Japan Zeon <4205>, a major synthetic rubber company, announced an increase in dividends, and its chart indicates its strength, so I am watching it closely.

Also, we must not forget Trump's energy policy, which primarily focused on fossil fuels such as crude oil. Keeping an eye on Inpex HD <1963>, Chiyoda Kogyo Kensetsu <6366>, and Toyo Engineering <6330>, which are related to crude oil and plants, as they might start moving again. Additionally, regarding defense-related stocks, which I introduced in a previous column, IHI <7013> and Japan Avionics <6946> still seem strong.

Lastly, as a bonus... when it comes to America, we continue to have high expectations for Coca BJH <2579>, the AI venture originating from the University of Tokyo called Sapeet <269A> in the ipos sector, Speee <4499> expected in the stablecoin remittance infrastructure project, Traiders HD <8704> under scrutiny due to speculative activity expected with Trump's presidency, and Dricom <3793>, which is attracting attention with the release of the popular mobile game 'Disney STEP (Disney Step).'

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'