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株ブロガー・さなさえ:年末年始に急騰期待の高いテーマ株を中心に注目し続ける年の瀬【FISCOソーシャルレポーター】

Stock blogger Sana Sae: Continuing to focus on promising GAINIANBANKUAI stocks expected to surge during the year-end and New Year season【FISCO Social Reporter】

Fisco Japan ·  Dec 21, 2024 03:00

The following is a comment written by the individual investor "Sanasae" (Blog: 'Sanasae's Beautiful Investment Life') as a social reporter for Fisco. At Fisco, we actively collaborate with individuals who disseminate information to provide more diverse information to all investors.

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※Written on December 17, 2024, at 11:00.

Hello everyone. The town is finally overflowing with a Christmas mood. As someone who is single, it's a lonely time of year, but if the stock market is thriving thanks to individuals, I would like to immerse myself in it and find warmth, says Sanasae.

The series of articles penned by a woman investor in her forties, who was the runner-up in the 'Stock 1 GP Grand Champion Tournament' hosted by Yukan Fuji in 2021, is approaching its 3rd anniversary… this marks the 99th entry. Along with the titled column, I will introduce some recently notable stocks.

The year 2024 has become a 'year of elections' globally. In Japan, Ishiba is showing signs of confusion, while in the USA, Trump is once again being selected, advocating conservatism. Furthermore, in France, President Macron appointed the centrist François Bayrou, making him the fourth person in just the past year. In the Middle East, the Assad regime is collapsing, and South Korea's President Yoon Suk-yeol faces a passed impeachment motion... It seems that political confusion is likely to continue into next year.

Nonetheless, this year's stock market has formed a strong upward trend, with expectations for the Trump administration leading to continuous updates of historical highs in US stocks. Ahead of the inauguration on January 20, a pre-negotiation deal referred to as the 'Trump Cannon', utilizing social media, seems to have already begun. Japan's Prime Minister Ishiba should firmly come to the negotiation table without being surpassed by anyone else, and ideally receive an appraisal for that. If approached with a resolute attitude as Japan's representative, surely... probably... the political winds will blow in a good direction...

Returning to the discussion about the December market, the overheating feeling in the growth market index, which typically sees increased buying at this time, is somewhat lacking. The medium to long-term downward trend continues. Nevertheless, it seems that stocks belonging to popular themes centered around individuals are receiving buying interest. This time, I will introduce some stocks that I am focusing on for 'targeting price ranges' during the year-end and New Year period.

First, from the highlighted themes... Ridge-i <5572>, which operates a consulting business utilizing AI and deep learning technology, has seen its earnings report released after the trades on the 13th come as a surprise. There seems to be selling from a price range of 2800 to 3000 yen, but if the dips can be successfully targeted, it looks promising. Next is eWeLL <5038>, which is gradually gaining popularity in medical AI and DX. It is entering a rebound trend with high growth expectations and appears to be consolidating around the 100-week moving average.

Moving on to growth stocks, we have 'bio'. HeartSeed <219A>, which was introduced in September and holds high expectations for regenerative medicine using iPS technology, has surged sharply due to significant reduction in losses reported in its earnings, resulting in a Candlestick chart that is sky-high. Similarly, Daiwa Cycle <5888>, which has surged from good earnings and entered a sky-high market, may still have room to pursue higher prices when viewed through the P/E ratio.

Furthermore, MetaPlanet <3350>, which plans to allocate most of the funds raised from subscription rights to Bitcoin investment, is quite Bullish, bolstered by expectations surrounding cryptocurrency policies promoted by the USA. Also, regarding topicality, Timee <215A>, which is involved in the '1.03 million yen barrier issue', seems to be entering a rebound trend with the expansion of the side job market.

Lastly, keeping an eye on next year's Osaka Expo... Tansey <9743>, known for its planning and construction of spatial displays, is rapidly entering a rebound trend following its earnings report, hence it is being monitored. Similarly, Raksul <4384> has also been moving positively after its earnings were well received, so it is marked for attention.

Yes, I actually want to introduce more stocks, but… that's it for now.

Recently on my blog, I have picked up 'Three Focused Stocks' each month within 'Sanasae's Solo Stock 1GP', apart from the stocks mentioned above, and measure their price range every weekend. Of course, there are various topics other than stocks… please feel free to check it out even if you're curious (laugh). Well then. Have a nice trade.

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Author: Sanasae

Blog Name: "Sanasae's Beautiful Investment Life"

The translation is provided by third-party software.


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.
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