“Exploring April-May Market Themes & Active Stocks (Top)”
●America’s household assets are approaching 2 Kyo!
People’s perceptions of stock investment are beginning to change. The situation is becoming closer to that of a “money snake that will come from anywhere if there is a profit, a line of people buying from each other.” You can feel it at lectures, general meetings of shareholders, and so on. Is it time to invest? I think so. The Japanese woke up. The rapid increase in household wealth in the United States may have led to changes in asset management.
After all, American household assets (at the end of 2022) have ballooned to $147 trillion (approximately ¥19,550 trillion). It increased by 30 trillion dollars in the three years of the corona misfortune. It is regarding 4,000 trillion yen. After hitting the 1,000 trillion yen mark in 1990, Japan’s personal financial assets took 30 years to double to 2,000 trillion yen. What is the difference?
Needless to say. Obvious. This is the difference from countries where stocks and investment trusts account for more than 50% of household assets, and where cash and deposits account for more than 50% of personal financial assets. In the past, it was said that the disparity in financial assets between Japan and the United States might be explained by the population ratio (approximately 1:3). It’s now 1 to 9. This will expand further. However, those who have a heart think, “This is not right.”
The lecture is a great success. Here you are asked to talk regarding “foreign things” (foreign stocks, investment trusts). Many people buy bonds. It has been said that the Japanese have a national character of being extremely risk-averse, but it seems that is not the case these days. Of course, there is a limit to the operation of domestic (domestic financial products) alone. Although it is not a mahjong tactic, “waiting for multiple sides” will be important in the future. Fundamentally, investment is diversified in regions and products.
● Abalance, Nippon Pallet Pool, and more!
The April-May (spring-early summer) market is likely to be somewhat turbulent. The external environment is uncertain, and an increasing number of institutional investors are beginning to sell stocks in the new fiscal year. But don’t worry. A push is a great buying opportunity. In addition, he continues to insist on investment tactics for individual stocks. This policy remains unchanged. A quality strategy will be effective when selecting stocks.
Quality stocks are companies with excellent profitability, financial soundness, and accounting quality. From that point of view, let’s check the hot themes and promising stocks for the April-May market. First, Abalance of renewable energy (solar power generation) <3856> [東証Ｓ]is.
The point is the dramatic growth in business performance due to the strong performance of the Vietnamese subsidiary (VSUN) that manufactures solar panels. Earnings per share will rise sharply from 158.3 yen in the term ending June 2022 to 204.6 yen in the term ending June 2023, and to 481.3 yen in the term ending June 2024. ). It is said that the company’s plan does not incorporate the full-scale operation of VSUN’s fourth plant (annual production capacity increased from 2.6GW to 5GW).
Then there is the issue of labor shortages. In particular, securing truck drivers has become a social theme. Here, the “2024 problem” (tightening of regulations on working hours for drivers) will add to the problem.japan pallet pool <4690> [東証Ｓ]contributes to reducing the burden on the driver. Earnings per share for FY03/23 is expected to be JPY445.7 (JPY162.1 for FY03/22).
In addition, Pal Group Holdings, which operates “3COINS” (300 yen shop) from the viewpoint of life defense <2726> [東証Ｐ]In addition, eWeLL for medical DX (digital transformation) <5038> [東証Ｇ]Kitagawa Seiki, which deals with printed circuit board press equipment <6327> [東証Ｓ]etc. can be picked up.
March 31, 2023 Diary
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