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個人投資家・有限亭玉介:衆院選通過で相場が明るくなる事を祈りつつ業績期待と思惑株に注目【FISCOソーシャルレポーター】

Individual investor, Yugetsuin Yakusuke: While praying for a brighter market with the passing of the Lower House election, pay attention to performance expectations and speculative stocks. [FISCO Social Reporter]

Fisco Japan ·  Nov 3 09:00

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 2024/10/27 at 15:00

As the House of Representatives election approached, the Nikkei Average became on a downward trend. From 10/21 to 25, the Nikkei Average is below the 25th line and the 75th line. Having passed the House of Representatives election, I wonder what will happen to Japanese stocks in the future...

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”.

Japanese stocks aren't doing well at all, are they? To be honest, there is nothing but anxiety about Japanese politics right now. If the zero interest rate policy ends and interest rate hikes and tax increases begin, I don't think the economy will improve even if you only look at it from the viewpoint of “consumption.” Well, the Liberal Democratic Party's prediction of a heavy defeat is understandable.

However, since it can be said that US politics has a greater impact on Japanese stocks than Japanese politics, the market price anticipates the US presidential election soon after the House of Representatives election. The results of Japan's House of Representatives election are likely to be canceled by the results of the US presidential election coming on November 5. Well, I've been watching closely since around summer, but the US presidential election we've been waiting for has finally arrived.

Rather than predicting and guessing election results, I'd like to build a portfolio that I can hold on to no matter what happens. The future world situation will change rapidly, and even if we continue to make similar investments until now, we can predict that it will not be straightforward. Maybe it's time to seriously think about the state of affairs in Ukraine and the Taiwan emergency over 2025.

If the Liberal Democratic Party suffers a heavy defeat, the Ishiwari administration will take responsibility. After all, politics with a sense of stability like Abenomics may not come back for a while. You must also be prepared for stock prices to move every time the political situation goes right and left. In any case, the House of Representatives election is over, and the US presidential election should be a trend predicting future stock market trends. For now, I think it's possible to aim for solid stocks with performance expectations or IPOs that are easily attacked by individuals.

As of 10/18, Nomura Securities upgraded investment decisions for Sansan (4443), the largest business card management service company, from “neutral” to “buy,” and the target stock price was also raised from 2,500 yen to 2700 yen. The chart (daily chart) has formed a steady upward trend with lower price support around the 100-day line, and monitoring is being strengthened to see how far it will be rounded up.

Raccoon HD <3031>, which moved after announcing its share buyback on 10/21, hit a new year-to-date high all at once. The company that operates the e-commerce site announced that its subsidiary has signed a business matching agreement with the Bank of Nagoya <8522> for customer referrals, and it seems that it is being viewed as material. Ordinary income for the fiscal year ending 25/4 is expected to hit a record high.

Nanyo <7417>, which sells and rents construction machinery and industrial machinery, has decided to announce an upward revision on 10/21. Although the profit for the fiscal year ending 25/3 was not a record high, we are monitoring whether the chart (daily chart) will move towards an upward trend. The cheapness of PBR divided by 1 times also seems to support the trend. We are also watching closely the financial results announcement on November 8th.

Okano Valve <6492>, which has speculations about nuclear power plants, has already surpassed its full-year plan with the financial results announcement (3Q) on 10/4. It seems that Google, Amazon, etc. are looking for policies to cover electricity for data centers with nuclear power, and reports that the Takahama nuclear power plant has been operated for over 50 years for the first time in Japan. Here, too, PBR is cheap, and there is a sense of stability in business performance.

I would also like to take a look at Kimura Kakoki (6378), which is also speculated as being related to nuclear power plants. The company, which mainly focuses on plants, is also attracting attention for GX related issues such as decarbonization. Stock prices are also undervalued, and the immediate question is how the chart (daily chart) will move after the financial results are announced on November 8.

The last one is Oltz (260A) from the most recent IPO. The company, which handles research and development of elemental technologies for the purpose of developing digital clones, has been adopted in the second phase of the domestically generated AI development capability enhancement project “GENIAC” promoted by the Ministry of Economy, Trade and Industry and NEDO. Even though the chart is weak, I will pay attention to it as an AI-related corner.

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

The translation is provided by third-party software.


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