Below is a comment written by individual investor “Sanasae” (blog: “Sanasae's Beautiful Investment Life”) of FISCO Social Reporter. At FISCO, we are working to disseminate more diverse information to investors by cooperating with individuals who actively disseminate information.

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※Written at 11:00 on 2024/12/11

Good morning and evening, everyone. As explained in this column, buying small to medium stocks by individual investors is getting exciting. There are also things that have been prepared in advance, and there have been moderate unintended benefits up to this point, but it's still a difficult time for single girls... even.

It will soon be 3 years since the serialization of this article, spelled out by an Arafo female investor of the “Stock 1GP Grand Champion Tournament Runner-up (FY21)” hosted by Yukan Fuji, will soon be serialized for 3 years... this is the 98th time. Along with the title column, I will introduce recent notable stocks.

＜Index finger on small and medium-sized stocks that individuals like＞

Finally, the number of small-cap stocks that skyrocket just by individual investors' speculations and expectations is increasing. Even so, it seems that buying will not continue unless there is a theme that fits the trend or results that follow it. After all, the more I get involved in “national policy,” I want expectations.

Recently, Mr. Trump, who is the next president of the United States, appointed Paul Atkins as the chairman of the US Securities and Exchange Commission (SEC) for virtual currency development, and virtual currency prices such as Bitcoin are soaring. Among Japanese stocks, I am also paying attention to Ceres ＜3696＞ and Kusim ＜2345＞, which are related. I have a feeling that Bitcoin will become something for speculative purposes, but even so, since a major country called America is promoting virtual currency, as long as the Trump administration continues, this theme will last a long time.

Similarly, recently, it seems that purchases have been made again into defense/disaster prevention related stocks, which became speculation with the birth of Prime Minister Ishiwari, which was introduced in this column, and generative AI and data centers as national policies, and nuclear power plant-related stocks that serve as power sources. In this column, I will set my sights on themes related to such national policies and introduce individual stocks that I would expect during the year-end and New Year holidays with dogma and prejudice.

First, let's start with nuclear power plants... Seika Sangyo (8061) and Okano Valve Manufacturing (6492), which are on the rise with adjustments in between, are still cheap, so I'm personally hopeful. In terms of delays, Nippon Gear Industries (6356), which is known for its market share of valves and actuators for nuclear power plants, Takada Kogyo (1966), etc., for stainless steel linings, large storage tanks, piping, etc. for nuclear power plants, and Taihei Electric (1968), which handles nuclear power plant repairs and dismantling, etc., are attracting attention due to their cheapness. Also, although it is related to electrical installations, Suntech ＜1960＞ has also been left quite cheap, so I would like to determine the next financial results.

From a data center related perspective, Pixel Companies (2743) has suddenly surfaced since it was announced that they had signed a sales agreement for GPU servers and ancillary equipment within a facility in Okuma-machi, Fukushima-ken. Although there are concerns about business performance here, it seems that supply and demand have already improved quite a bit, so I think it would be interesting to aim for promotion. Also, since it is defense-related, IMV ＜7760＞, which handles various vibration devices, seems to be becoming popular even for nuclear power plants, so it is being watched. Furthermore, Howa Kogyo (6203), which handles special armored vehicles etc. for the Ministry of Defense, still seems cheap in PBR, so it is being checked.

The last one is a bonus... Aisan Technology ＜4667＞, which is producing a series of materials such as cooperative delivery demonstrations for autonomous driving buses and drones, is being bought while making it appropriate for the turnover. Because it is a small-cap stock, I think “it seems to be liked by individual investors...”

Yes, I really want to introduce a lot more... that's all for now.

In my recent blog, in addition to the stocks introduced above, I also pick up “3 notable stocks” every month as “Sanasae's one-person stock 1GP,” and measure the price range every weekend. Of course, there are a wide variety of stories other than stocks... feel free to do so even if you see something scary (laughs). well then. Have a nice trade.

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Author name: Sana Sae

Blog name: “Sanasae's Beautiful Investment Life”