2024-04-19 23:00:00
Shift to domestic demand and value stocks due to risk avoidance
●Irregular decline, to assess the situation in the Middle East
Weekend of the 19thNikkei Stock AverageFalls suddenly. The decline rate exceeded 1,300 yen at one point, and there were even instances where the price was sold as low as 36,733 yen. Amid concerns regarding the delay in the start of interest rate cuts in the United States, concerns regarding escalating tensions in the Middle East grew that day and investors became more reluctant to take risks. It has been reported that Israel has launched a retaliatory attack once morest Iran and, although the details are unknown at this stage, if the attack targeted important installations such as nuclear facilities, there would be further concerns over to the escalation of the conflict. a possibility that active purchases and sales will be made. Let’s hold back.
The sharp decline recorded over the weekend was due to the limited number of market participants, with earnings announcements expected to begin in earnest from the second half of next week, and was more likely influenced by sales of indices led by futures contracts. This is an uneven decline, and while there will likely be a correction at some point, it appears we will have to wait and see how the situation in the Middle East develops. The research process will change daily depending on the details of the financial results. Additionally, from a risk aversion perspective, the focus will likely be on domestic demand and value stocks.
●“5 stocks to watch” that should perform well
◆Sumitomo Metal Mine5713> [東証Ｐ]
nickel,goldThe company is involved in the smelting of important non-ferrous metals such as silver and copper. The Hishikari Mine, located in northern Kagoshima Prefecture, is being developed by the company and is known as the only gold mine in Japan that consistently produces high-grade gold. Against the backdrop of an increasingly tense situation in the Middle East, gold, as a safe asset, tends to attract attention, and attracts attention as a related value. The stock price has made adjustments since its peak at 5,479 yen on April 15, but the 25-day moving average (4,860 yen as of April 19), which is trending upward, acts as a line of support and the position is to aim for a boost. Looks like I’m heading towards
◆Nippon special ceramic industry5334> [東証Ｐ]
Its main business is the manufacture and sale of automobile parts such as spark plugs. The company uses ceramic technology to power semiconductorWe plan to produce ceramic substrates for use in With the electrification of energy sources, power semiconductors are responsible for electrical control and have excellent energy saving performance.Electric vehicle (EV)It is becoming increasingly important as a key device essential to the industry, and expectations for growth are high. Also,Fully solid-state batteryIt’s also worth noting that the company is making progress in developing next-generation battery materials. The stock price has adjusted from its high of 5,362 yen since its listing on April 12, but it will be interesting to see if it rebounds as it approaches the 25-day line (5,023 yen), which acts as a support line.
◆ASICS7936> [東証Ｐ]
sportswear andsport equipmentManufacture and sale of. On April 17, the official clothing manufactured by the company that will be worn by Japanese athletes during the award ceremonies and other events of the Paris Olympic and Paralympic Games was announced. With less than 100 days until the opening of the Paris Olympics, interest in sports is increasing and demand for related products and footwear is also expected to increase. The stock price peaked at 7,360 yen on April 8, the highest since its listing, and has since started to decline, and recently fell below the 25-day line. However, the price is approaching the 13-week line (6,183 yen), considered a support line, and the time is believed to be ripe for a rebound.
◆Toyo Fishing2875> [東証Ｐ]
General food manufacturer. The company mainly deals with instant noodles, but also deals with low-temperature foods such as refrigerated noodles, processed foods such as cooked rice, seafood and refrigeration businesses. Currently, sales of instant noodles such as “MARUCHAN” series are strong overseas. Additionally, in Japan, the “ChoiFish” series of frozen seafood products that can be easily enjoyed as snacks, main dishes or accompaniments to alcoholic beverages seems to be doing well. The stock price peaked at 9,909 yen, the highest since its listing on March 25, and remained stuck in the 8,800-9,700 yen area, but the 13-week line (8,772 yen), which has been trending upward, functions as a support line. , the moment one approaches the same line is the moment one aims for a push.
◆Sojitz2768> [東証Ｐ]
general trading companyA corner of. Famous American investorMr. Warren BuffettBerkshire Hathaway, led byBRK.B> decided on April 18 the terms of issue of bonds denominated in yen. The total amount issued is 263.3 billion yen, representing the second largest yen bond issued by the company in 2019, and the market is increasingly expecting additional investments in Japanese stocks such as shares of commercial companies. The stock price peaked at 4,122 yen, the highest since its listing on March 27, and then began to adjust, but now that it has fallen to the 75-day line (3,733 yen), I would like to take the position of aiming for a rebound.
(Newspaper of April 19, 2024)
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