4 “high ROE” stocks that foreign investors are investing in large quantities! There are also semiconductor-related niche tops!
Since the Nikkei Stock Average has surpassed the 40,000 yen milestone for the first time, further purchases of Japanese stocks by overseas players are expected. There are many stocks where foreigners already hold most of their shares, such as those under the umbrella of foreign capital. Under the umbrella of foreign capital $Chugai Pharmaceutical(4519.JP$、 $Nippon Paint Holdings(4612.JP$、 $MonotaRO(3064.JP$So what is foreign-ownedAbout 80%, in sharp70%It occupies. For net investment purposes $Sony Group(6758.JP$、 $Fujitsu(6702.JP$、 $Kawasaki Kisen Kaisha(9107.JP$、 $Mitsui Fudosan(8801.JP$、 $Nintendo(7974.JP$Large stocks such as are popular40% to 60% are owned by foreignersIt has become.
According to Nissay Asset Management's analysis, it is not “after” when the ownership ratio of foreign investors increased,High returns are realized in the “process of increasing” the ownership ratioIt's called. Also, foreigners are better than valuation indicators such as PBR (stock price-net asset ratio) and PER (price-earnings ratio)Selection emphasizes high ROE (return on equity), which measures investment efficiency from the perspective of shareholdersI will point out that it is.
[Screening conditions]
・Listed on the Tokyo Stock Exchange Prime Market
・Foreigner ownership ratio is 50% or more
・There are many holdings that are not for management rights purposes, and are seen as net investment purposes that anticipate gains from price increases and dividends
・There is an increase in the ratio of foreign ownership from securities reports and disclosure status from 21-22
・ROE for the previous fiscal year is 15% or more
◆ $TechnoPro Holdings(6028.JP$
Japan's largest technical human resources service group holding company. Strengths for IT engineers. The dividend payout ratio is 50% policy.The foreign ownership ratio is 66.49%. The ROE for the previous fiscal year was 21.30%.PBR is 4 times, PER is 20 times.
Japan's largest technical human resources service group holding company. Strengths for IT engineers. The dividend payout ratio is 50% policy.The foreign ownership ratio is 66.49%. The ROE for the previous fiscal year was 21.30%.PBR is 4 times, PER is 20 times.
◆ $RS Technologies(3445.JP$
It is a niche top company with the highest global market share in the monitor wafer refurbishment business generated during semiconductor manufacturing processes. Purchase and sale of semiconductor-related devices and components. Solar power generation business too. Factory in Miyagi Prefecture. Overseas sales ratios such as China are high.The foreign ownership rate is 58.69%. ROE is 20.39%.PBR is 0.7 times, PER is 10 times.
It is a niche top company with the highest global market share in the monitor wafer refurbishment business generated during semiconductor manufacturing processes. Purchase and sale of semiconductor-related devices and components. Solar power generation business too. Factory in Miyagi Prefecture. Overseas sales ratios such as China are high.The foreign ownership rate is 58.69%. ROE is 20.39%.PBR is 0.7 times, PER is 10 times.
◆ $Pan Pacific International Holdings(7532.JP$
The general discount store “Don Quijote” is open. The subsidiaries are Nagasakiya and Uny. Accelerate the opening of stores in ASEAN.The foreign ownership ratio is 57.8%. ROE is 15.63%.PBR is 4 times PER is 27 times.
The general discount store “Don Quijote” is open. The subsidiaries are Nagasakiya and Uny. Accelerate the opening of stores in ASEAN.The foreign ownership ratio is 57.8%. ROE is 15.63%.PBR is 4 times PER is 27 times.
◆ $BayCurrent Consulting(6532.JP$
One of the largest comprehensive consulting firms in Japan. Strong in planning and execution support for management strategies utilizing digital technology.The foreign ownership ratio is 52.35%. ROE is 44.24%.PBR is 7 times and PER is 19 times.
One of the largest comprehensive consulting firms in Japan. Strong in planning and execution support for management strategies utilizing digital technology.The foreign ownership ratio is 52.35%. ROE is 44.24%.PBR is 7 times and PER is 19 times.
-Moo Moo News Kathy
Source: IR materials from various companies, Nissay Asset Management, Nikkei Inc., moomoo
Source: IR materials from various companies, Nissay Asset Management, Nikkei Inc., moomoo
Disclaimer: Moomoo Technologies Inc. is providing this content for information and educational use only.
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182639895こんさん : That's a great analytical ability. m (_ _) m