皆様、おはこんばんちは。お天気ニュースでも『冬将軍』なんて言葉が出てきて、朝方のお布団から抜け出せなくなってきています。それでもつい先日の17日まで関東以西の太平洋側では25℃以上の夏日だったのを鑑みると、やっぱり地球温暖化が心配になる…さなさえです。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 19, 2024 at 6:00 PM.
Everyone, good morning, good afternoon, and good evening. Even in the weather news, the term 'winter general' is appearing, and it's becoming harder to get out of bed in the morning. However, considering that until the recent 17th, temperatures over 25°C continued on the Pacific side from Kanto westward, I still worry about global warming... it's Sanasae.
The evening edition of Fuji organized 'Stock 1GP Grand Champion Tournament, Runner-up (FY2021)', a series written by a woman investor in her forties, is entering its second year... this is already the 95th time. Along with the main column this time, I will introduce some recent focus stocks.
On the 16th, the future president of the USA, Donald Trump, revealed that Chris Wright, one of the pioneers of the 'shale revolution' that has influenced the world's energy situation with his innovation in cost-effective fossil fuel extraction methods as CEO of mining companies for petroleum, natural gas, etc., has been appointed as the Energy Secretary. In other words, the USA has declared a major policy shift towards increased production of fossil fuels such as petroleum and natural gas and towards an economy dominated by these resources. This contrasts with the globalism-oriented common sense advocating 'decarbonization' in response to global warming. In fact, Donald Trump and many Republican supporters are skeptical about global warming itself.
Setting aside what is fact, even the common knowledge upheld by Japan's Keidanren's carbon neutrality action plan and textbooks will be overturned. Thus, the change in the US presidency has such a significant impact. In reality, the market seems to be heavily influenced, with renewable energy-related stocks being sold. This change in search trends due to the 'Trump market' is likely to continue in the future, making it a good opportunity for investors to develop a broader perspective. I myself reviewed my portfolio after the recent presidential election, and in stock investing, performance, themes, and trendiness continue to be top priorities. This time, I will introduce some of the recently focused stocks.
It may have entered a rebound trend with a good financial result and the announcement of a share buyback, OpenWork <5139>, which operates a job change site. It's a tough market for growth stocks, but the chart seems to be stabilizing. If there's a good pullback, you might want to pick it up. Also, this year's IPO, ROXX <241A>, which handles job change support site Z Career, mostly for the inexperienced, seems to be rebounding from the completion of its adjustment, so it's worth keeping an eye on.
It seems that domestic-demand-related stocks may struggle due to expectations of yen appreciation. Checking on M-Up <3661>, which is aiming for its all-time high with strong performance, and Aoyama Shoji <8219>, which announced a significant increase in dividends in addition to upward revisions in the earnings on the 12th, and also a share buyback.
Finally, as a bonus... Despite a decrease in earnings in the results on the 8th, Hokuriku Electric Industry <6989>, which announced an increase in dividend estimates and a share buyback, and Santec Holdings <6777>, which handles optical communication components amid expected expansion in data center demand, are worth keeping an eye on.
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'
