Individual investor and limited teahouse Tamaki: sticking with strong stocks! There is a sense of anticipation for the stocks that have recently been moving up! [FISCO social reporter]

Fisco Japan · Jun 9 09:00

以下は、フィスコソーシャルレポーターの個人投資家「有限亭玉介」氏（ブログ：儲かる株情報「猫旦那のお株は天井知らず」）が執筆したコメントです。フィスコでは、情報を積極的に発信する個人の方と連携し、より多様な情報を投資家の皆様に向けて発信することに努めております。

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※2024年6月2日13時に執筆

政治家の裏金問題が解決していないのに電気料金の値上げやステルス増税の報道を見ると、今の政府を誰が支持するのかと思ってしまいますねぇ。円安対策で9.7兆円にも及ぶ過去最大の円買い介入をしたのなら、そのお金を国民…もしくは株式市場にも回して欲しいもんですねぇ。

改めまして株＆猫ブログ「儲かる株情報『猫旦那のお株は天井知らず』」を執筆しております、有限亭玉介と申します。

原発再稼働や電気料金値上げのニュースを機に、関連した銘柄が物色されているようです。東北電力＜9506＞女川原子力発電所2号機の安全対策工事が完了したとの発表で「前倒し再稼働」への思惑買いが入ると、窓を開けて動意しております。

また、近年はデータセンターの建設ラッシュを受けてラピダスの工場やデータセンターの新設で北海道電力＜9509＞に思惑が入っている事や、九州シリコンアイランドに沸く熊本を含む九州電力＜9508＞も物色されております。データセンターの使用電力は莫大な規模ですので、発電方法の分散化や電力の安定供給が課題となる事は間違いありません。

原発再稼働や半導体製造工場、データセンターが新設されるのであれば、電力会社のみならず電設会社もチェックしておくべきでしょう。このような大型受注が増えれば業績にはプラスですし、一過性ではなく底堅く買われる可能性もあります。PER・PBRが割安で放置されているのなら、打診買いも検討してみましょうかねぇ…。

電気料金などの生活費の上昇は受け入れ難い事ではありますが、せっかく株式投資に関わっているのなら、値上げやインフレ分くらいは株式投資の利益でカバーしたいものです。このような社会システムが大きく変わる場合、チャートのトレンドが転換する可能性もあります。ここは数年に一回巡ってくる転換点だと思って、関連銘柄を注視していきましょう。

前述したように、まずは電設関連をしっかりチェックですねぇ。ビル・工場の電設工事を主力とする住友電設＜1949＞は、外資のデータセンター建設ラッシュで思惑が入っている模様。同様に北陸電気工事＜1930＞も物色されており、業績好調でチャート(日足)は底値から反発したようです。PBRも1倍割れで直近の決算では増配も発表しました。

そして、決算後に強含む銘柄も見過ごせませんな。25年3月期の業績がV字回復したGMB＜7214＞は、増配も発表し急動意しました。自動車の駆動系部品を手掛ける同社は、底値から下値を切り上げるか監視中。PER・PBRともに割安です。

AI等のITに関わる専門分野の人材へのニーズも高まっていますね。プロフェッショナル人材向け案件を扱う「FreeConsultant.jp」を運営するみらいワークス＜6563＞は底値圏から切り返してきております。時価総額100億以下の小型株ながらも業績は安定して拡大しており、24年9月期もしっかり過去最高益を更新する予想です。

5月14日の決算と併せて増配が好感された栗本鐵工所＜5602＞は、お手本のような上昇トレンドを形成しております。鋳鉄管大手の同社は、PBR1倍割れで割安感が目立ちますな。年初来高値を更新し続ける強気のトレンドがどこまで続くのか注視です。

ヒューム管でトップシェアを誇る日本ヒューム＜5262＞も、PBR1倍割れの割安銘柄となっておりますよ。5月24日には自社株買いを発表し好感されました。下水道関連を主力としながらも、太陽光発電や不動産事業も展開しており思惑で買われる可能性もあるか。

最後は商業施設や集合住宅向けWi-Fiサービスを展開するファイバーゲート＜9450＞です。24年6月期の業績予想を達成できるか注目していきたいところですが、ラピダス千歳建設作業員用ムービングハウスにWi-Fiを提供するなど好材料も出ております。他の半導体関連施設でも同社がWi-Fiインフラ等の受注を得る可能性があるか要チェックです。

さて、ちょっとお話が長くなりましたが、あたくしのブログではそんな「今強含んでいる個別株・テーマ株」を紹介しています。お暇があれば覗いてみてやってください。愛猫「アル」と共にお待ち申し上げております。

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執筆者名：有限亭玉介

ブログ名：猫旦那のお株は天井知らず

The following is a comment written by a FISCO social reporter for individual investors, Mr. Yuusuke Yuge (Blog: Profitable Stock Information" Nekodanna's Stock Never Ceilings "). At FISCO, we strive to work with individuals who are actively disseminating information to deliver a diverse range of information to investors.

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Written on June 2, 2024 at 13:00.

Seeing reports of electricity rate hikes and stealthy tax increases when political slush fund issues remain unresolved makes me wonder who is supporting the current government. If the government intervened by buying a record-breaking 9.7 trillion yen worth of yen in response to the weak yen, I wish that money could have been returned to the citizens... or even invested in the stock market.

I am Yugi Yuge, who writes a stock and cat blog called 'Profitable Stock Information "Nekodanna's Stock Never Ceilings"'.

Shares related to the restart of nuclear power plants and electricity rate hikes are being searched for in the wake of recent news. Northeast Electric Power Co., Inc.＜9506＞ spiked in response to the announcement stating that the safety measures for Unit 2 of Onagawa Nuclear Power Plant have been completed and it is expected to resume operation earlier than anticipated. Similarly, Kyushu Electric Power Co., Inc.＜9508＞, which includes Kumamoto, where Kyushu Silicon Island is bubbling up, is also being searched for as speculation enters into the picture. Because the amount of electricity used in data centers is vast, it is unquestionably a challenge to diversify the methods of power generation and provide stable power supply.

If nuclear power plants, semiconductor factories, and data centers are to be restarted or newly constructed, not only electricity companies but also electrical equipment companies should be checked. If there is an increase in large orders like these, it will have a positive impact on company performance, and there is a possibility that it will be bought in a stable manner instead of being a one-time thing. If PER/PBR are being left alone with cheap valuation, shall we also consider acquisition buying?

Although it is difficult to accept the rising living expenses such as electricity rates, if you are involved in stock investment, you would want to cover at least the amount of price increases and inflation with the profits from stock investment. In case of such a significant change in our society's system, there is also a possibility that a trend shift in the chart may occur. Let's keep an eye on related stocks and think of this as a turning point that comes around only once every few years.

The demand for IT-related professional fields such as AI has also increased. Mirai Works, Inc.＜6563＞, which handles projects for professional human resources with FreeConsultant.jp, is recovering from a low. Although it is a small-capitalization stock with a market capitalization of less than 10 billion yen, its performance is steadily expanding and it is expected to post the highest profits ever in September 2024.

As mentioned above, it is important to check electrical equipment-related stocks first. Sumitomo Electric Industries, Ltd.＜1949＞, which mainly handles electrical equipment work for buildings and factories, seems to be in the midst of speculation amid a rush in data center construction by foreign companies. Hokuriku Electric Industry Co., Inc.＜1930＞ is also being searched for in a similar manner, and its chart (daily) seems to have rebounded from its lowest level, with its PBR also falling below 1x and having announced an increased dividend during the latest earnings report.

We cannot ignore the strong stocks that went up after the earnings announcement either. GMB＜7214＞, whose performance for the fiscal year ending March 25 has made a V-shaped recovery and even announced an increase in dividends, has shown a model-like upward trend. The company, which handles drivetrain components for automobiles, is being monitored as it rebounds from its lowest point. Its PER/PBR are also undervalued.

The need for IT-related specialized humans such as AI has also increased. Mirai Works, Inc.＜6563＞, which handles projects for professional human resources with FreeConsultant.jp, is recovering from a low. Although it is a small-capitalization stock with a market capitalization of less than 10 billion yen, its performance is steadily expanding and it is expected to post the highest profits ever in September 2024.

Kurimoto Iron Works, Ltd.＜5602＞, which saw an increase in dividends that were well received alongside its earnings announcement on May 14, has formed a trend that is like a good example. Despite being a leading cast iron pipe company, its PBR has fallen below 1x, which is quite undervalued. Let's keep an eye on the trend of bullishness that continues to reach new highs since the beginning of the year.

Japan Pipe Corporation＜5262＞, which boasts the top market share in asbestos cement pipes, has also become an undervalued stock with a PBR of less than 1x. The company announced a share buyback on May 24 and was well received. While focusing on sewerage-related businesses, it is also engaging in photovoltaic power generation and real estate businesses, so there is a possibility that it will be bought as speculation.

Finally, there is FiberGate <9450>, which provides Wi-Fi services for commercial facilities and residential complexes. While it remains to be seen if they can achieve their financial estimates for the year ending June 2024, they have also received good news such as providing Wi-Fi for the moving houses of Lapidas Chitose Construction workers. It is worth checking if there is also a possibility for the company to obtain orders for Wi-Fi infrastructure and other related semiconductor facilities.

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: Yuugentei Tamaki Blog Name: The Cat Master's Stocks Know No Limits

Blog Name: The Cat Master's Stocks Know No Limits

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The above content is for informational or educational purposes only and does not constitute any investment advice related to Futu. Although we strive to ensure the truthfulness, accuracy, and originality of all such content, we cannot guarantee it.

個人投資家・有限亭玉介：とことん強い株についていく！直近で動いている株に先高感あり！【FISCOソーシャルレポーター】

Individual investor and limited teahouse Tamaki: sticking with strong stocks! There is a sense of anticipation for the stocks that have recently been moving up! [FISCO social reporter]

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