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 2024/5/1 at 19:00
Good morning and evening, everyone. Amid an unprecedented trend of depreciation of the yen, it reached a high level of depreciation of the yen in the 160 yen range for the first time in 34 years since 1990 due to transactions in the Asian market on 4/29, which was a stepping stone. However, after that, there was a rapid movement of yen purchases, and it fluctuated enough to return to the middle of the 154 yen range... At this time, it was observed that “exchange intervention by the government and the Bank of Japan was carried out on a scale of about 5.5 trillion yen,” but as of 5/1 thereafter, it was in the 157-8 yen range... I even sighed at the unstoppable depreciation of the yen.
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... 68th time. This time, along with the title column, I will introduce recent notable stocks.
＜You should aim for strong stocks with a sense of forward＞
In addition to the depreciation trend of the yen, it is expected that the wave of high prices will once again hit households directly due to the prolonged situation in Russia, Ukraine, and the Middle East. As an investor, it's a time when we have to look back on the straying domestic government situation and measure “self-help efforts” to surpass the livelihood while steadily gaining profit with strong stocks (tears). My favorite ramen shops in Tokyo seem to have overcome it by going over 1000 yen one after another, but even so, I think this is a difficult time for small to medium business salaried dads whose salaries don't rise.
It just seems like it's going to be a complaining column at a popular izakaya... but as I mentioned earlier, I think the good financial results of Microsoft and Alphabet the other day have arrived at an opportunity for strong style investors like me who aim for profit in a short period of time by pinching their back teeth. In the market, the semiconductor (SOX) index has once again continued to rise, and high-tech stock purchases such as AI and data center related stocks have been recovering, and on 4/19, when the Nikkei Stock Average plummeted during heightened Middle East risks, I “picked up a few” on my blog, and now there are unrealized gains on such stocks. Like Antonio Inoki, Sayama Satoshi, and Maeda Hiaki, it seems important to “seek strong stocks” if you have an insatiable thirst for victory... Well, that's why this time I'm once again focusing on semiconductor stocks, with an emphasis on charts.
First of all, the stock price of JET (6228), which is involved in the development of semiconductor cleaning equipment, etc., which was introduced in December last year, is in a chart position where it seems that it can aim for an upper price, and together with KOKUSAI EKECTRIC ＜6525＞, which was also an IPO last year, we are checking from a distance how it will move after settlement. Also, although the chart is weak along with financial results, the stock price of Ferrotech (6890) for semiconductor manufacturing equipment components is already quite cheap. The company mainly focused on overseas sales, but there are speculations about the breakthroughs of TSMC and Lapidas domestically, and I think there are people who look at it over the medium to long term. Hamai Sangyo (6131) related to semiconductor parts (components), Toyo Gosei Kogyo (4970), Minato HD (6862), Techpoint Ink (6697), which handles semiconductors for in-vehicle cameras, and the accelerator (6730), a semiconductor accelerator (6730) for image processing and audio output, and Samco ＜6387＞ related to power semiconductors, which I would like to expect to see a rebound in business performance, all want to determine financial results for the next fiscal year, but “I wonder if there will be a rebound soon...” It is an international patent application for special preform manufacturing equipment, and Kohoku Kogyo (6524), which has expectations for the development of semiconductor manufacturing process technology, also has a stock price in the cloud of the weekly Ichimoku equilibrium chart, so I think it would be interesting if it got out of there... Finally, as a bonus, there are individuals that have been paying attention recently... ADEKA ＜4401＞, which was agreed in response to reports that the government-affiliated fund Industrial Innovation Investment Organization (JIC) would acquire JSR for about 1 trillion yen, Secure ＜4264＞, which participated in the NVIDIA Partner Network, and Triple Eyes ＜5026＞, where AI and data center related materials that have recently become trending frequently appear, etc. are also checking turnover I'm asking if there are any opportunities to push the ball out. 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”