Below is a comment written by individual investor “Sanasae” (blog: “Sanasae's Beautiful Investment Life”) of FISCO Social Reporter. At FISCO, we are working to disseminate more diverse information to investors by cooperating with individuals who actively disseminate information.
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※Written on 2024/4/23 at 19:00
Good morning and evening, everyone. “The AI, data center, and semiconductor-related stocks that have been introduced in this column so far have taken off well since then.” It's around this time today that I want to sigh while showing off my sense of being a good woman, saying, “The men who passed by my ●●...”... they always stand on tiptoe.
By the way, the serialization of this article, spelled out by an Arafo female investor who was the runner-up in the Stock 1GP Grand Champion Tournament (FY21) hosted by Yukan Fuji, is now in its 2nd year... the 67th time. This time, along with the title column, I will introduce recent notable stocks.
＜Renewable energy-related stocks are strong＞
The phrase “if tiger” is popular in the streets, isn't it? It's a youth success story where a high school girl who is courted by her twin brother, who is her childhood friend, reads the book “Management” by business scholar Drucker, not only leads her alma mater baseball club to the Koshien championship as a manager, but also wins the inter-high school championship with rhythmic gymnastics herself... it's definitely not, and “what would happen to the world if Donald Trump were re-elected as US president!?” That's why it's a hot topic. In particular, there are concerns that renewable energy policies will be reversed again and that they will return to a global line that relies on existing fossil fuels.
However, I myself think that there is an “Inflation Control Act (IRA)” legislated by US President Joe Biden, and that Japan, which until now has been forced to rely on energy from overseas, has raised concerns about a further rise in energy against the backdrop of the Russia/Ukraine situation and the situation in the Middle East, and it is difficult to think of a rapid change in direction even if it becomes a “what if tiger” occurs... (No, seriously, the electricity bill is expensive... sweat)
In fact, the government is planning to review the “Basic Energy Plan” this fiscal year, and in addition to nuclear power generation, the agenda is measures to expand the introduction of renewable energy fields where technological innovation such as perovskite solar cells and wind power continues. Perhaps because of such topics, it seems that the search for energy-related stocks has been increasing recently, in the shadow of the popular theme stocks mentioned above. So, this time I'll mainly introduce energy-related stocks that I checked along with the chart!
First of all, it's existing energy, Osaka Gas ＜9532＞, which issued an upward correction this week, and Tokyo Gas ＜9531＞, which will be settled on the 25th. Both are solid upward trends, and there are continuing expectations for the expansion of the domestic electric power business. The renewable energy-related male Renova (9519), which has formed a partnership with Tokyo Gas with the goal of decarbonization, also seems to have taken this opportunity to rise from the bottom price range, so we are paying attention. If that happens, the next thing I'm worried about is Abalance (3856). Although it is a good performance, it also seems that new materials are still being required for the listing of rice subsidiaries. Similarly, West HD (1407), a solar power generation business, is also being monitored to see if it will be inspected due to delays. Erex ＜9517＞, which has a vision of “becoming a pioneer in a new era of electric power with renewable energy at its core,” is also developing biomass power generation and overseas expansion in-house, so the chart has recently been strongly included. Also, what maintains a strong and bullish chart... SDS Holdings ＜1711＞, which handles renewable energy-related development and construction, is probably. There are likely to be expectations for a recovery in business performance. Furthermore, from an electrical installation/infrastructure perspective, I think it would be interesting if Kinden ＜1944＞, Meidensha ＜6508＞, Tokyo Enesis ＜1945＞, and the small-cap Seiko Electric Works ＜6653＞ and ETS Holdings ＜1789＞ move further. Finally, just a few of the “trending stocks” that have recently attracted attention... Convano ＜6574＞, which was well received when Mr. Tsuyoshi Aoki, the largest shareholder, announced that he had transferred all of its shares to an asset management company where he has all voting rights; tech firm ＜3625＞, which has continued to skyrocket due to the announcement that it has begun providing 3D model generation solutions using AI, and IDOM ＜7599＞, a used car purchase where performance expectations continue for big motors that are undergoing management reconstruction Also, Apple International ＜2788＞ is monitoring how it will move in response to the next financial results (5/10). Yes, that's all for now. In my recent blog, in addition to the stocks introduced above, I also pick up “3 notable stocks” every month as “Sanasae's one-person stock 1GP,” and measure the price range every weekend. Of course, there are a wide variety of stories other than stocks... feel free to do so even if you see something scary (laughs). well then. Have a nice trade. ---- Author name: Sana Sae Blog name: “Sanasae's Beautiful Investment Life”