The following is a comment written by individual investor "G有限亭玉介" of Fisco Social Reporter (blog: Profitable Stock Information "Cat Husband's Stocks are Limitlessly High"). At Fisco, efforts are made to actively disseminate diverse information to investors by collaborating with individuals who proactively share information.
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Written on December 15, 2024, at 14:00.
The time has come to be wary of tax-saving sales. Especially this year, with the new NISA as a trigger, it has also been a year in which individual investors have increased, so be careful as there may be active movements for tax-saving sales of stocks that have unintentionally been held long or taking profits for next year.
Once again, my name is G有限亭玉介, and I am writing the stock and cat blog "Profitable Stock Information 'Cat Husband's Stocks are Limitlessly High'."
Recently, the temperature has suddenly dropped. It seems a cold wave has arrived just before Christmas. There are reports of a sharp increase in influenza patients, so please take care of your health as the year draws to a close.
Now, as we enter the period of tax-saving sales, the selling pressure is likely to intensify until the last trading day of the year on December 26. After the last trading day, there might be some stocks that can be targeted for rebound. Newcomers who entered through RSP in the medium to long term might be curious about how much profit they have made after experiencing shocks like the Ishiba shock.
While some beginners who started new NISA experienced a major crash on August 5 and closed their positions, there are likely also individual investors who have steadily accumulated through medium to long-term investments. Since around autumn, Bitcoin has gained momentum, so many investors may also be organizing their comprehensive portfolios as a tax strategy from this year-end into next year.
It seems that overseas investors are pulling back from Large Cap stocks, so moving towards the end of the year, it is expected that Australian Small/Mid Cap stocks will be favored primarily by individual investors. Of course, in order to reduce unnecessary risks until the end, it would be ideal to check stocks with stable performance and Candlestick patterns rather than those with increasing margin buying.
A-R Planner <2983>, which announced an upward revision and increased dividend during its earnings report on December 9, reacted positively by opening a gap. The Candlestick (daily) is forming a gradual upward trend while staying above the 75-day moving average, and the P/E ratio is at a quite undervalued level. Attention is also being paid to whether the residence market in Japan will expand next year.
Neo Japan <3921>, which develops and sells the groupware software "desknet's NEO", has also announced an upward revision and increased dividend in its recent earnings report. After updating the year-to-date high following the earnings report, it is being monitored if it will again raise its lower bounds.
Suzumo Machine <6405>, which manufactures and sells rice processing Machinery, seems to be experiencing an expansion in overseas revenue due to the Japanese food boom. The forecast for the fiscal year ending March 2025 is to update its record earnings, and it is in a pursuit of higher prices, but the Candlestick (daily) shows resilience.
Beigreen <3981>, which operates "Manga Kingdom" introduced in the article last September, also looks interesting. Around December 5, as interest in individual stocks is rising, it has broken out of a consolidation phase and entered an upward trend. It is also active in Share Buyback and has strong performance. Attention is on whether it can surpass the high of 2500 yen reached in October 2020.
And as mentioned in the article from October, JVC Kenwood <6632> has been on a pursuit of higher prices up to this point. Recently, it has revealed a new technology development base "Value Creation Square" and seems to be receiving expectations along with its performance.
Lastly, we have Rebase <5138>, which operates the rental space reservation platform "Instabase". It is reported that both work boxes and coworking facilities are expanding even after the COVID-19 resolution, and its performance is progressing smoothly through the second quarter earnings report toward a record high for the fiscal year ending March 2025. If it surpasses the high of 1556 yen reached last July, it may shift to a Bullish outlook.
Well, the story has become a bit long, but on my blog, I introduce "individual stocks and theme stocks that are currently strong". Please take a look if you have time. We look forward to welcoming you with our beloved cat, "Al".
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Author name: Yūgentō Gyokusuke
Blog name: The Cat Husband's Stocks are Limitless