Below is a comment written by FISCO Social Reporter's individual investor “Tamasuke Limited” (blog: Profitable Stock Information “Cat Husband's Stock Knows No Ceiling”). FISCO is working to disseminate more diverse information to investors by cooperating with individuals who actively disseminate information.

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※Written at 14:00 on 2024/11/25

It seems that discussions on themes that will excite the market next have begun from the market price swayed by the election. AI-related matters related to national policy are still receiving a high level of attention from investors, and surveillance is also being strengthened on topics where market expansion is remarkable, such as those related to drones.

Once again, my name is Kyusuke Limited, and I'm writing the stock & cat blog “Profitable Stock Information “Cat Husband's Stock Knows No Ceiling”.

It seems that investors around the world are setting up their antennas, saying that policies related to themes that have not been explored until now will pop out at the timing when both Japan and the US change at the top of the country. AI-related matters continue to be examined as national policies as before.

Demand for military drones is also expected to expand year by year due to heightened geopolitical risks as one of the themes that are gradually attracting market interest. Drone-related matters are becoming an entity that cannot be ignored, even from the fact that risks such as the Taiwan emergency are increasing in Japan and that Prime Minister Ishiwari is a military geek.

Nonetheless, military drones are unfamiliar to the common people, but logistics drones, which are expected in the logistics industry where labor shortages are serious, may become familiar to us. Drones are expected to play an active role in place of ships on small remote islands without bridges. Also, demand for drug spraying, data collection, and inspection/inspection using drones should be solid in agriculture, forestry, and construction industries.

Incidentally, on November 20, the Japan National Tourism Organization announced that the number of foreign visitors to Japan in October hit a record high in a single month. The growth rate of the inbound and food and beverage industries has shown remarkable expansion over the past few years. What will replace and grow in the Japanese economy in the near future? Times seem to be changing rapidly around this time today... as an investor, I want to pay more attention than ever before.

Now, let's start by checking AI-related ones. The performance of BrainPad ＜3655＞, which supports the use of customer purchase history data and is speculated as being related to AI and big data, is gradually expanding. Also, the operating profit for the fiscal year ended 25/9 is forecast to be a record high for Playd (4165), which provides the cloud-based CX (customer experience) platform “KARTE.” The chart (daily chart) has been rounded down since the most recent settlement. AI Robotics ＜247a＞, which develops beauty appliances etc. using AI systems in-house, is being monitored as a recent AI-related IPO. The search for a sense of direction continued immediately after listing on the chart, but performance seems to be strong. The Ishiwari administration has a policy of providing public support of 10 trillion yen or more for the AI and semiconductor industry over the seven years up to fiscal 2030, and we will continue to closely monitor the impact of government investment and the stock market.

Next is ACSL (6232), which manufactures and sells commercial drones in relation to drones. The announcement that they received an order for a large-scale project for the small aerial photography aircraft “SOTEN (Soten)” from Exertis Almo in the US on 10/30 was well received. Business results continue to be in the red, but we anticipate that there is a possibility that further short-term funds will flow in when the surplus changes.

Blue Innovation (5597), which is also related to drones, is an enterprise that handles inspection and logistics services using drones. Recently, the announcement that the company's tsunami evacuation PR drone system will be introduced in Ichinomiya-cho, Chiba was a good source of news. I'm excited to see if business results can expand with the spread of drones, even for small-cap stocks with a total market value of 5 billion or less.

Finally, I will introduce 2 brands related to food and drink. First up is Zensho HD ＜7550＞, known for the beef bowl chain “Sukiya.” After announcing a price increase for the company's products against the backdrop of a rise in the price of domestic rice on November 18, it seems that purchases expecting an increase in profitability flowed in. Recently, the existence of “cheap, fast, and delicious” Japanese gyudon has become known to people overseas.

Hoshizaki ＜6465＞, which has a high market share for commercial kitchen equipment that supports the restaurant business, is also closely watched. Record highs are forecast for the fiscal year ending 24/12, and they have been revised upward in recent financial results. The chart is being monitored to see if it is bullish if it exceeds the high price of 6294 yen set in 24/5.

Well, I've been talking a bit long, but my blog introduces such “individual stocks and theme stocks that are strong now.” If you have free time, please take a look. We look forward to seeing you with our beloved cat “Al.”

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Author's name: Gyokusuke Kotei

Blog name: Cat Husband's Stock Knows No Ceiling