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 on 2024/7/29 14:00

It was announced on 7/21 that Mr. Biden will withdraw from the presidential election. Rather than being surprised, I had the impression that it was unavoidable. After that, I'm wondering if Vice President Harris, who was listed as a candidate, would have a chance to win.

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”.

After the shooting incident, it seems that there are many media that predict that Mr. Trump's winning percentage will be overwhelming. Although the Democratic Party has selected Vice President Harris as the nomination candidate from President Biden, there are also skeptical opinions about whether it can actually surpass Mr. Trump's momentum.

In the first place, President Biden was selected as a candidate even though he was elderly and suspected of having dementia, so it is questionable whether Mr. Harris, who was elected next, also has the ability as president. The final election results are still ahead, so I don't know, but analysts in the stock market probably see Mr. Trump as dominant so far.

If you think that the Nikkei Average recorded an all-time high on 7/11, when it rapidly rose to the appreciation of the yen, it suddenly turned upside down until the 26th, but this was really mental. Furthermore, in an interview with Bloomberg on July 16, it was reported that Mr. Trump expressed dissatisfaction with semiconductor companies such as Taiwan Defense and TSMC, etc., and the market was disgusted.

The situation is terrible, but don't get frustrated and check out the stocks that have the advantage of appreciating the yen. As for Trump, the defense sector and infrastructure-related matters also continue to be closely watched. Although semiconductor-related matters have declined due to Mr. Trump's recent remarks, we anticipate that Japan and the US will cooperate and improve in the medium to long term if corporate performance is strong as a national policy brand. Today I would like to introduce such brands.

Well, let's start with Musashi Seimitsu Kogyo (7220), which has remained steady even as the external environment deteriorates. The company seems to be considering hybrid supercapacitors (HSC) for AI servers as materials. Financial results are also expected to hit record highs for the fiscal year ending 25/3, and surveillance is being intensified to see if the lower price will be rounded up after the financial results were announced on 8/6.

Next, check out Tokuyama (4043), a major semiconductor silicon company, from semiconductor-related matters. The financial results for July 26 were strong, as improvements in manufacturing costs contributed to business results. The sense that PER and PBR are cheap is also conspicuous. Similarly, the recent financial results of semiconductor-related ADTECH Plasma Technology ＜6668＞ were well received. I would like to keep a close eye on how far demand for semiconductor manufacturing equipment will continue to expand.

Seeing that energy production such as oil and gas will become active if Trump's reappointment is realized, there is speculation that Kuriyama HD (3355), which handles rubber hoses for low pressure and high pressure, etc. The company also has cheap PER and PBR. We are monitoring what happens to the chart before and after the financial results are announced on 8/8.

Maruha Nichiro ＜1333＞, which is attracting attention due to the appreciation of the yen, recently updated its year-to-date high. There was also an announcement at the international conference held in Kushiro, Hokkaido in July that there was an agreement to increase the catch quota for large tuna by 1.5 times, which is probably a tailwind for the company. Since the company performed well even in an environment where the yen depreciated, we see that there is room for improvement due to the appreciation of the yen. This is also Nichirei (2871), which has speculations about the appreciation of the yen. The company, which is known for frozen foods, recently surpassed the 75-day line when it rounded up its lower price. Whether this appreciation of the yen is temporary or will continue... it remains to be seen.

The last one is Resonac HD (4004) from semiconductor-related matters. Special profit was generated due to the transfer of fixed assets due to the termination of the Taiwan hard disk media business in July. The situation in the latter half of July is bad, but I want to keep a close eye on it so I don't miss any signs of backlash.

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