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 10:00 on 2024/7/29

The Nikkei Average from mid-July was a crash that far surpassed the expression summer withering. Once again, it seems necessary to recognize that movements in Japanese stocks are influenced by the US market and US politics.

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”.

“Mikawa,” which is a selling sign, appeared on the Nikkei Average (weekly chart), and then a large negative line was added.

I was happy that the Nikkei Average surpassed 0.04 million yen in July for a while, but before I knew it, it had fallen to 37667.41 yen at the closing price on 7/26.

If the situation deteriorates this much, there will probably be individual investors who were suddenly forced to cut losses. This is the “market price even if you take a break,” and I'd like to select stocks for the August financial season. If the market is this rough, it is thought that investors are also paying attention so as not to miss stocks that are heading for an upward trend recently.

If the upper price is heavy and the market with high volatility is expected in the future, I would like to advance stocks that draw good charts according to the basics. Since interest rate cut observations have intensified with the FOMC in September, it seems that there is a possibility that the market price will completely reverse after FOMC has passed. You might think that the Federal Reserve would like to cut interest rates before the US presidential election, which is about to begin in November.

By the way, I'm distracted by the US presidential election and the Japanese presidential election is out of the mosquito net. The Kishida administration was clearly closer to China due to austerity measures and immigrants were very welcome, so I would like to be concerned about whether there will be any policy changes in the next administration. Well then, I'm going to check out popular stocks that have steady performance expectations even at highly uncertain market prices.

DD Group ＜3073＞, which moved after the financial results were announced on 7/12, was well received by the expansion of shareholder benefits announced on the same day. The company, which operates restaurants, etc. mainly in the Tokyo metropolitan area, is also speculated as inbound-related. The chart (daily chart) is being monitored to see if an uptrend can be formed.

Meito Sangyo ＜2207＞, where the sense of cheap PER and PBR is conspicuous, is gradually rounding up the lower price from the 25th line to a lower price. An upward revision was announced on 7/16, and we are closely watching what happens to the chart before and after the financial results are announced on 8/9.

Hokko Chemical Industries (4992), which is being selected as a manufacturer of advanced semiconductor materials, has maintained a high price range on the chart (daily chart) even as the external environment deteriorates. Currently, more than half of sales are in the pesticide field, but a new plant dedicated to photoresists is scheduled to be completed in 26/12, so I wonder if business performance will expand in the semiconductor field... PBR is split by 1 times.

Paycloud HD ＜4015＞, which is slowly building an upward trend, is developing cashless businesses and digital signage businesses. Since it is a small-cap stock that is performing well, there seems to be a possibility that they will be sorted out when dividends are implemented.

Ryoyu Systems ＜4685＞, a comprehensive information service company affiliated with Mitsubishi Heavy Industries, came out of balance at the end of June. The fiscal year ending 25/3 is expected to hit a record high, and surveillance is being intensified to see if the lower price will be rounded up even after the financial results were announced on 7/31.

The last one is Visasque (4490), which announced good financial results on 7/12 as a stock showing high-class human resource needs and the boom in the consulting industry. We confirmed a rebound from the bottom price range on the weekly chart. Also, BayCurrent Consulting (6532), a consulting company representing Japan, is also performing well. I'm also curious that FMR, which is under the umbrella of US Fidelity, which is the world leader in asset management, holds a large amount of the company's shares...

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