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.
-----------
※Written on 2024/5/8 at 19:00
Good morning and evening, everyone. The other day, the sight of “THE MONSTER” Inoue Naoya, who made Yamanaka Shinsuke, the treasure of the Japanese boxing world, drink boiled water, as the name suggests, made “THE MONSTER” Inoue Naoya really warm my heart. In response to the trouble of his partner Mizuhara Ippei's gambling use case being discovered, both Dodgers player Otani Shohei, who continues to mass-produce HR with the mentality of Meikyo Shisui, were stunned, “While being fascinated by Reiwa stars who are so calm and calm that the world is amazed, I wonder if we will continue to live the days of the setting sun...” “No, even so, we still have Gukenshi, Ichiro, and Nomo!” It's old age, and even bad, that somehow defies the youth and the times.
This article, spelled out by an Arafo female investor who was the runner-up in the Stock 1GP Grand Champion Tournament (FY21) hosted by Yukan Fuji, is now in its 2nd year... 69th time. This time, along with the title column, I will introduce recent notable stocks.
＜I wonder if the market has become bullish... ＞
Looking back, the April market showed intense volatility. The reason for this may be Russia vs. Ukraine and the heightened geopolitical risk of the Middle East situation, but after all, the focus was on the direction of long-term interest rates in the United States. I think this year was a time of great fear for those who participated in the market from the new NISA.
Then, in May, the US stock market was sold again due to concerns about interest rate hikes since Federal Reserve Chairman Powell said “the pace is slow but price pressure is slowing down” on the 2nd... On the 7th entering this week, Minneapolis Federal Bank President Kashkari stated “there is a possibility that policy interest rates are not sufficiently suppressive to the economy,” and since interest rate increases are not ruled out, it continues to be an indescribable market It's there.
Nevertheless, it seems that purchases related to semiconductors, data centers, and AI are recovering in response to favorable financial results from Microsoft and Alphabet in the US. Furthermore, it seems that anticipated purchases just before the financial results season are also coming in. This time, I chose it under the pretext “If I set up a portfolio this month...” centering on such stocks that have been moving recently. (*Of course, we are continuing to pay attention to the stocks previously introduced here.)
First of all, it's Broadband Tower (3776), which has become popular as a backward stock related to data centers due to surplus settlement. If you look at the monthly Ichimoku equilibrium chart, you can see that sales have come out after touching the clouds, but we are paying attention to whether we can include it even stronger. Also, I'm watching SOLIZE (5871), which is this year's IPO that also has speculations about AI-related issues, Ridge-i (5572), last year's IPO, and ELEMENTS ＜5246＞, which went public the day before yesterday, are growing their index fingers again. Amidst corporate AI demand, there were also purchases into IT human resource-related stocks that handle them. For example, Insource ＜6200＞, which has skyrocketed due to review purchases through financial results, the chart is likely to become interesting if purchases continue as it is. Also, although Geeks ＜7060＞ and AVILEN ＜5591＞ are still in the bottom price range, we are also checking how they move after passing their respective financial results. After that, from individual stocks that have passed financial results, MTI (9438), known as the “Lunaruna” series, etc., which is a strong ally for women, Nippon Takashi Kogyo (3891), which is also known as a niche enterprise related to EV batteries, and Charm Care Corporation (6062), which is doing well in the nursing care business, may be plain, but it seems that expectations for business results will still support the upward trend. < 6932>Also, Oki Electric Industries (6703), where the upward correction on 5/7 was well received, Kyowa Electric (6853), whose financial results were also well received, and Endo Lighting, which continued to pay dividends of 40 yen for the current fiscal year even if the financial results announced on 4/30 declined, I would like to expect a “can be bought even if sold” development due to low stock prices. Finally, since it was reported in the Nihon Keizai Shimbun dated 5/8 that “Nissan Motor Company ＜7201＞ will provide financial support to Kasai Kogyo (7256), which has management difficulties,” the company was immediately added to the portfolio. In the first place, that predicament is also due to the decline in Nissan Motor's production, so I'm delusional that “various speculations and expectations will intersect even before the financial results are settled on the 15th...” (laughs). Yes, 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. ---- Author name: Sana Sae Blog name: “Sanasae's Beautiful Investment Life”