2024-03-03 00:30:00
Stock Advisor Ryuichiro Kitahama
“The ‘semiconductor archipelago’ concept that will create Japan’s future! Related stocks that support national policy”
●Tectonic shifts progressing in the stock market
The Nikkei Stock Average continues to rise. On the weekend of March 1st, the price was 39,990 yen, just 10 yen away from the 40,000 yen mark. After February 22nd, when the price exceeded the all-time high of 38,957 yen set in December 1989, we assumed that there would be a period of rest and a slight decline. However, the price remained at a high level with almost no decline, and it skyrocketed on March 1st. To be honest, this is a movement that is difficult to explain theoretically.
Of course, as I have repeatedly introduced, the Tokyo market has the following stock price support materials in my opinion.
・Many companies are doing well
・Funds continue to flow into the new NISA (Small Investment Tax Exemption System)
・Continuation of monetary easing by the Bank of Japan
– Expected interest rate cut in the US
・Rise in the US market
・The yen is trending weaker.
Even now, these factors are still linked and pushing up the Nikkei Stock Average, but that is still the case. The normal pattern is to repeatedly move up and down before reaching a new price. However, the market is currently on an almost constant rise, and we should see it as a change that would make us want to describe it as some sort of tectonic shift.
What is that? Although it is difficult to explain it properly, it might be called a “remodeling of the New Japanese Archipelago.” In the 1970s, then-Prime Minister Tanaka advocated the idea of “remodeling the Japanese archipelago,” and the archipelago briefly went into a remodeling boom. On the other hand, his methods, which were criticized as plutocratic, led to distortions such as rising prices and land speculation, and following the Prime Minister’s fall from office, people became reluctant to even talk regarding reform.
– A major project that threatens survival: “Remodeling the New Japanese Archipelago”
However, it can be said that a new restructuring of the Japanese archipelago is now underway. For example, what comes to mind when you hear the following prefectures? Hokkaido, Aomori, Iwate, Tochigi, Yamanashi, Miyagi, Tokyo, Kanagawa, Ishikawa, Gifu, Hyogo, Hiroshima, Saga, Nagasaki, Fukuoka, Miyazaki, Kumamoto.
By the last word, “Kumamoto,” you probably understood that this is “the planned construction site for a semiconductor factory.” As you can see, semiconductor factories are currently being built or are being planned all over the country, and the number will likely increase in the future. Of course, it is unlikely that semiconductor-related facilities will be built in every prefecture, but just as dams were built all over the country in the past, the construction of semiconductor-related facilities is now being carried out as a national policy. In short, it can be seen that this is becoming a major project that can be called the “new Japanese archipelago remodeling”.
The focus of huge amounts of national funds has shifted from dams and other facilities to the construction of semiconductor-related facilities. Because of this, I invest in semiconductor stocks the same way I invested in construction stocks in the past. This is the recommended strategy. I repeat that the development and expansion of the semiconductor business is an important national policy because it affects the survival of Japan.
So what should you invest in? “All semiconductor-related stock prices have risen considerably, but…” Many people probably think this way.Moreover, I have already mentioned Shin-Etsu Chemical Co., Ltd. in this column as a one-brand competition. <4063> [東証Ｐ](“Long-run growth stocks to target with the new NISA!”). The company’s stock is steadily rising, but there are other stocks as well.
First of all, Canon <7751> [東証Ｐ]become.The company used to be the world leader in exposure equipment, but now it is owned by Dutch company ASML Holding.
KOKUSAI ELECTRIC was spun off from the former Hitachi Kokusai Electric and is currently developing a business specializing in film deposition equipment for semiconductor manufacturing. <6525> [東証Ｐ]Applied Materials, a major U.S. semiconductor manufacturing equipment company,
Next-generation power semiconductors that use SiC (silicon carbide) as a material are attracting attention, but manufacturing equipment that can process SiC is essential for this semiconductor.ULVAC is strong in this product. <6728> [東証Ｐ]Therefore, the stock is also promising.
Regardless of whether it is cutting-edge or not, a photosensitive material called photoresist is essential for semiconductor manufacturing, and the company that manufactures it is Tokyo Ohka Kogyo. <4186> [東証Ｐ]. Although the stock price has just reached a new value, there is a short break in the near future, so be sure not to miss it.
Lastly, my favorite brand.organo <6368> [東証Ｐ]is. Needless to say, ultrapure water is essential for semiconductor manufacturing. Just as we cannot live without water, semiconductors require not just water, but sterile, dust-free water. It becomes an organo strain because it becomes ultrapure water. This is already in the high price range, so I would like to wait for a shallow push.
Diary March 1, 2024
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