“Don’t miss it! The biggest big bonus in the first half of the year”
● The revival of Chinese tourists is good news among good news
・31,882,049 people in 2019
・4,115,900 people in 2020
・245,862 people in 2021
・3,831,900 people in 2022
Do you know what these numbers mean? Number of foreign visitors to Japan.
As you know, the number of tourists visiting Japan has been decreasing day by day since the first confirmed case of the new coronavirus in Japan in January 2020.
Even so, in 2008, 4.11 million foreign tourists visited Japan in one year, but in 2009, the number dropped sharply to just 240,000.
Although there was a recovery in 2022, this is also the result of a rapid increase in the three months from October to the end of the year when border measures were relaxed.
how it is now There were 1,497,300 in January 2011 and 1,475,300 in February. In addition to the fact that the number of visitors to Japan did not increase due to the low temperature in February, we must take into account the fact that the number of days was only 28 days.
And although there is no announcement for March yet, it is safe to assume that it will exceed January and February. The problem lies ahead. Few people think it will decrease. From April, entry restrictions for Chinese travelers will be eased, and from the 5th, if you have already been vaccinated three times or more, you will not need a negative proof when entering Japan.
This will make it much easier for tourists from China to enter the country, and it can be expected that the number will continue to increase in the future.
Honestly, this might be great news for investors.
I have covered inbound stocks many times so far, but unfortunately the performance has never been good. Since last autumn, the number of foreign tourists has been increasing rapidly, but although related stocks temporarily rose, many of them have stalled.
As a background to this, the spread of the corona infection was slow to stop.Although this can be considered, related stocks continued to stall even as the number of infected people gradually decreased.
Although the number of tourists visiting Japan continues to increase, things are becoming strange. The situation that I mightn’t help but think like this continued, but the factor was simple.
Chinese tourists were not coming – this was it.
The number of visitors from Taiwan, South Korea, Malaysia, Indonesia, etc. is increasing rapidly, so that’s fine. The stock market will also notice this and buy inbound-related stocks. That’s what I thought, but the market reaction was completely different. “If Chinese tourists don’t come, I won’t buy it.”
Good opportunity to review inbound-related stocks
But they came to visit. This will be the biggest big bonus for the first half of the year if you ask me. Of course, it should not be overlooked. It is necessary to immediately review inbound-related stocks.
Of course, not all stocks will rise, but the percentage of stocks that can be expected to rise will increase. But I don’t know what to buy.This kind of person is Oriental Land <4661> [東証Ｐ]OK. Chinese tourists don’t always head to Tokyo Disney Resort. However, the theme park will celebrate its 40th anniversary this year. With a commemorative event being prepared, this year’s event is likely to attract a record number of visitors. Of course, the stock price is also optimistic.
Keisei Electric Railway to go to Tokyo Disney Resort <9009> [東証Ｐ]The company’s stock is also attractive because many people will use it. However, the target is quite high. I want to wait for a break before working on it.
Odakyu Electric Railway for private railways <9007> [東証Ｐ]There is It can be expected to be used by travelers visiting Hakone.Fuji Express to go to Mt.Fuji <9010> [東証Ｐ]is.
And, although I have already taken it up many times, it will be a department store stock once more.Takashimaya <8233> [東証Ｐ]Isetan Mitsukoshi Holdings <3099> [東証Ｐ]You can use any brand you like.
Speaking of inbound related stocks, Kotobuki Spirits <2222> [東証Ｐ]become. It is strong in sales of regional confectionery, and its business performance is also strong. However, when it comes to actual investment, there is a tendency for the price to fluctuate greatly, making it difficult to handle. In other words, it can be said that it is a brand for seniors. Investing with this in mind, a small pullback at current levels is attractive.
April 7, 2023 Diary
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