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 April 1, 2024 at 15:00
I get the impression that the Nikkei Average has calmed down since the all-time high of 41087.75 yen was set on March 22. After all, the impact of the Bank of Japan's cancellation of negative interest rates, the abolition of YCC, and the end of ETF purchases is considerable, but we are watching closely what will happen to the market 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”.
On March 28, the NY Dow hit an all-time high again. It seems that the upward revision of the confirmed US real GDP value was well received. After all, private consumption is strong even with that much inflation, so the Fed has done a big job. Meanwhile, how do investors around the world view the Bank of Japan tightened monetary policy due to inflation of 2 to 3%, and Governor Ueda, who hastened an exit strategy?
In Japan, the Kishida Cabinet is making efforts to deal with the depreciation of the yen and maintain approval ratings, but to be honest, it's probably burnt to the ground. Even if a general election for dissolution is held soon, expectations for the next administration will not be as high as in the United States. For now, I would like to continue to keep a close eye on the US interest rate cut period and geopolitical risks such as war.
Investors believe that the government's monetary policy is directly linked to stock market performance rather than macroeconomic indicators. The crash when the US Federal Reserve raised interest rates was considerable, so I can't wait... what will happen if interest rate cuts are implemented on the contrary.
Japanese stocks are strong, and the current market seems to be optimistic. If you're thinking about raising profits with individual stocks, you'd like to select stocks that stand out even further from this bull market. Well, this time I'm going to check mainly stocks that are trending. It's not a transient boom, and I want to make sure that it has future potential.
First, let's start with the most recent IPO, Soracom ＜147A＞. The announcement that the company, which is involved in the development of the IoT platform “SORACOM,” has received investment from the Suzuki ＜7269＞ corporate venture capital (CVC) fund has been a good source of news. Also, ＜141A＞ Trial HD, which is also developing a discount store “TRIAL” in Kyushu from its most recent IPO, is also attracting attention as a stock related to Silicon Island “Kyushu” in addition to strong performance.
The announcement that FIXER ＜5129＞, which is slowly being searched from the bottom price range, will provide the company's new service “tsuzumi ON GAixer” to NTT Communications from April this year was well received. Furthermore, we have been entrusted by the Digital Agency to “develop a technical verification environment for proper utilization of generative AI in government,” and we are looking at whether it can take the lead in domestically produced generative AI... First, check out the financial results announcement on 4/11.
Monster Lab HD (5255), which was listed on the market in March 23, has recently hit bottom from a long-term downward trend. Although the performance is poor, can we expect it to bottom out in the first round of restructuring? Also, the business partnership with Bunzz, which operates the Web3 development infrastructure, was viewed as material. It is a company that adapts to the trend of AI, DX, etc., which we want to look at over the medium to long term.
Ise Chemical Industries (4107) and NPC (6255), which have recently lowered their prices, are being checked as perovskite solar cells related. After the Ministry of Economy, Trade and Industry announced that it would give preferential treatment to the renewable energy fixed price purchase system (FIT) for perovskite solar cells, speculative purchases flowed in. Both companies are performing well.
Sun Electronics ＜6736＞, which develops game machines such as pachinko machines and handles IT-related businesses, has also cut lower prices. In addition to the game “Unite Now,” which is scheduled to be released on 4/18, being viewed as material, it seems that purchases from hedge fund Oasis Management are also flowing in.
The last one is Beltra ＜7048＞, which operates a reservation site for overseas and domestic tours. On March 25, the company's subsidiary announced a third-party allotment of shares and a capital and business alliance with Tokyo Metro as the allotment. I would like to keep a close eye on whether online sales of inbound tickets etc. will increase convenience.
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