Could there be a "big hit" in India?! Check out these top 5 Japanese stocks with a strong bullish investment in the growing market! Also, be sure to check out the India stock ETF that has risen over 30% in the past year.
One of the hottest growth markets in the world is India.Based on its large population and high proportion of young people, India is expected to double its nominal GDP from 2023 to 2027 and rise to the third largest economy in the world..
Therefore, already the top or second market share in India, 5 domestic companies are moving towards further expanding their market share.Introducing 5 domestic companies that have already secured the top or second market share in India and are actively investing in the growth strategy focusing on the Indian market.In addition, we will also highlight 3 ETFs consisting of excellent local companies, which respond to the increasing attention from investors to India.
ETFs are being picked up in response to the growing interest in India from investors.All of them were listed on the Tokyo Stock Exchange this year, and they are all denominated in yen and eligible for the new NISA growth category.is turning out to be.
Therefore, already the top or second market share in India, 5 domestic companies are moving towards further expanding their market share.Introducing 5 domestic companies that have already secured the top or second market share in India and are actively investing in the growth strategy focusing on the Indian market.In addition, we will also highlight 3 ETFs consisting of excellent local companies, which respond to the increasing attention from investors to India.
ETFs are being picked up in response to the growing interest in India from investors.All of them were listed on the Tokyo Stock Exchange this year, and they are all denominated in yen and eligible for the new NISA growth category.is turning out to be.
Top 5 domestic stocks with market share in India
◆ $Kansai Paint (4613.JP)$You can find the "News" feature under the "Market"-"More" section.One-fourth of the revenue depends on India, and the company is exploring M&A and partner building.
According to company announcement,In the automotive paint market, it has a 56% share.It accounts for 56% of the market.
In the fiscal year ending March 2024, sales in India increased by 7.1% compared to the previous year to 136.6 billion yen, and segment profit increased by 34.8% to 14.8 billion yen, accounting for 24% of total sales and 25% of total profit. In the first quarter of fiscal year 2024 (April-June), sales increased by 10.1% compared to the same period last year to 40.3 billion yen, and segment profit increased by 11.1% to 5.4 billion yen. For the full year, sales are expected to increase by 11.2% to 152 billion yen, and segment profit is expected to increase by 3.7% to 15.5 billion yen. According to the company, the average annual growth rate in the paint market in India is estimated to be about 8% over a five-year period. In the strategic briefing material announced in May 2024,sales in the first quarter increased by 10.1% to 40.3 billion yen compared to the same period last year, and segment profit increased by 11.1% to 5.4 billion yen.For the full year, sales are expected to be 152 billion yen, an increase of 11.2%, and segment profit is expected to be 15.5 billion yen, an increase of 3.7%.
According to the company,the average annual growth rate in the paint market in India is estimated to be about 8% over a five-year period.In the strategic briefing material announced in May 2024,Exploring M&A opportunities and in discussions with multiple potential partners to expand in the industrial sector in India.As the company aims to.
According to company announcement,In the automotive paint market, it has a 56% share.It accounts for 56% of the market.
In the fiscal year ending March 2024, sales in India increased by 7.1% compared to the previous year to 136.6 billion yen, and segment profit increased by 34.8% to 14.8 billion yen, accounting for 24% of total sales and 25% of total profit. In the first quarter of fiscal year 2024 (April-June), sales increased by 10.1% compared to the same period last year to 40.3 billion yen, and segment profit increased by 11.1% to 5.4 billion yen. For the full year, sales are expected to increase by 11.2% to 152 billion yen, and segment profit is expected to increase by 3.7% to 15.5 billion yen. According to the company, the average annual growth rate in the paint market in India is estimated to be about 8% over a five-year period. In the strategic briefing material announced in May 2024,sales in the first quarter increased by 10.1% to 40.3 billion yen compared to the same period last year, and segment profit increased by 11.1% to 5.4 billion yen.For the full year, sales are expected to be 152 billion yen, an increase of 11.2%, and segment profit is expected to be 15.5 billion yen, an increase of 3.7%.
According to the company,the average annual growth rate in the paint market in India is estimated to be about 8% over a five-year period.In the strategic briefing material announced in May 2024,Exploring M&A opportunities and in discussions with multiple potential partners to expand in the industrial sector in India.As the company aims to.
◆ $Suzuki Motor (7269.JP)$You can find the "News" feature under the "Market"-"More" section.With a market share of over 40%, aiming to secure production capacity of 4 million units in India.
Centered around subsidiary Maruti Suzuki, aiming for automotive sales share of 41.6% by the end of March 2024 in India.Leading in India with a car sales share of 41.6% (company announcement).
In the fiscal year ending March 24, the revenue in India increased by 25.0% year-on-year to 2.2352 trillion yen, accounting for 42% of total revenue.Occupying 42%.In terms of sales volume, it increased by 9.0% year-on-year to 1.794 million units, accounting for 57% of global sales (3.168 million units).Corresponding to 57%.
The company is planning to secure a production capacity of about 4 million units by the fiscal year 2030 in preparation for the expansion of the Indian market.In January 24, the company announced plans to expand production lines for future EV production in India, with the start of operations in 2026, as well as the construction of a new factory to start operations in 2028.In January 24, the company announced plans to expand production lines for future EV production in India, with the start of operations in 2026, as well as the construction of a new factory to start operations in 2028.
Centered around subsidiary Maruti Suzuki, aiming for automotive sales share of 41.6% by the end of March 2024 in India.Leading in India with a car sales share of 41.6% (company announcement).
In the fiscal year ending March 24, the revenue in India increased by 25.0% year-on-year to 2.2352 trillion yen, accounting for 42% of total revenue.Occupying 42%.In terms of sales volume, it increased by 9.0% year-on-year to 1.794 million units, accounting for 57% of global sales (3.168 million units).Corresponding to 57%.
The company is planning to secure a production capacity of about 4 million units by the fiscal year 2030 in preparation for the expansion of the Indian market.In January 24, the company announced plans to expand production lines for future EV production in India, with the start of operations in 2026, as well as the construction of a new factory to start operations in 2028.In January 24, the company announced plans to expand production lines for future EV production in India, with the start of operations in 2026, as well as the construction of a new factory to start operations in 2028.
◆ $Honda Motor (7267.JP)$You can find the "News" feature under the "Market"-"More" section.This season, India is the top destination for motorcycle sales, and a research and development center for electric bikes has also been established.
In India,It holds the second place in the motorcycle market.Honda sold all of its shares in the joint venture company, which was the top market share holder, to its joint venture partner in 2010. The buyer, Hero MotoCorp, a local company, has maintained its position as the market share leader.
The sales volume for the fiscal year ending in March 2024 was 4.53 million units, a 12.5% increase from the previous year, making it the second highest sales volume after Indonesia (4.77 million units).In the first quarter of the fiscal year 2024 (April-June), the sales volume reached 1.414 million units, a 48.5% increase compared to the same period last year, surpassing Indonesia (1.122 million units)..
In May 2024,A research and development base for the electrification of motorcycles, aimed at accelerating in India's Karnataka state, known as the 'Silicon Valley of India', has been established in Bengaluru, also known as Bangalore.The company has set a global sales target for electric motorcycles of 4 million units in 2030.
In India,It holds the second place in the motorcycle market.Honda sold all of its shares in the joint venture company, which was the top market share holder, to its joint venture partner in 2010. The buyer, Hero MotoCorp, a local company, has maintained its position as the market share leader.
The sales volume for the fiscal year ending in March 2024 was 4.53 million units, a 12.5% increase from the previous year, making it the second highest sales volume after Indonesia (4.77 million units).In the first quarter of the fiscal year 2024 (April-June), the sales volume reached 1.414 million units, a 48.5% increase compared to the same period last year, surpassing Indonesia (1.122 million units)..
In May 2024,A research and development base for the electrification of motorcycles, aimed at accelerating in India's Karnataka state, known as the 'Silicon Valley of India', has been established in Bengaluru, also known as Bangalore.The company has set a global sales target for electric motorcycles of 4 million units in 2030.
◆ $Unicharm (8113.JP)$You can find the "News" feature under the "Market"-"More" section.The target market for baby, senior, and female-oriented products
According to the company's integrated report, in 2023,The company's share of baby diapers and wellness-related products (excretion care products) ranked 2nd, and feminine care-related products ranked 3rd.is turning out to be.
In the interim financial results for the period ending December 2024 (April-June), in India,revenue increased by 5% compared to the same period last year.is turning out to be.
In the medium-term management plan from 2024 to 2026, India is positioned as one of the target markets. Specifically, for feminine care-related products, the plan aims to develop "Sofy" as a symbol brand of women's advancement in the potential markets in India and surrounding areas. For wellness care products, the plan targets accelerating the penetration in India, where the population over 65 is about 2.6 times that of Japan. In addition, for baby care products, India is classified as a growing market, aiming to expand revenue with unique value-added products tailored to the market stage. Especially, the baby wipes market is expected to increase by 111% compared to 2022 by the year 2030.The baby wipes market is expected to increase by 111% compared to 2022 by 2030.
According to the company's integrated report, in 2023,The company's share of baby diapers and wellness-related products (excretion care products) ranked 2nd, and feminine care-related products ranked 3rd.is turning out to be.
In the interim financial results for the period ending December 2024 (April-June), in India,revenue increased by 5% compared to the same period last year.is turning out to be.
In the medium-term management plan from 2024 to 2026, India is positioned as one of the target markets. Specifically, for feminine care-related products, the plan aims to develop "Sofy" as a symbol brand of women's advancement in the potential markets in India and surrounding areas. For wellness care products, the plan targets accelerating the penetration in India, where the population over 65 is about 2.6 times that of Japan. In addition, for baby care products, India is classified as a growing market, aiming to expand revenue with unique value-added products tailored to the market stage. Especially, the baby wipes market is expected to increase by 111% compared to 2022 by the year 2030.The baby wipes market is expected to increase by 111% compared to 2022 by 2030.
◆ $Daikin Industries (6367.JP)$You can find the "News" feature under the "Market"-"More" section.Investing 1.2 trillion yen to establish overwhelming top market share in the fiscal year 2025, and also establishing export bases in the Middle East and Africa.
According to the company announcement, in the 2021 in India,The share of air conditioning units in India is 2nd for residential use and 1st for commercial and business use..
In the fiscal year 2024, the sales of air conditioning business in India increased by 20% compared to the previous year. In the fiscal year 2025, the company aims to expand sales by accelerating the expansion of sales networks in local cities for residential use in India, and also focusing on e-commerce sales.In the first quarter (April-June), leveraging the strengthened sales network and supply capability, the sales revenue grew by 44% compared to the same period of the previous year..
In the fiscal year 2023, the company added "India as a major base" to its mid-term management plan.The company aims to increase its sales in India from 138 billion yen in fiscal year 2023 to 175 billion yen in fiscal year 2025, and establish a dominant position in both residential and commercial markets.To achieve this plan, the company plans to invest a total of 1.2 trillion yen from fiscal year 2023 to fiscal year 2025.The company also intends to develop India as an export base to the Middle East and Africa.According to the company, the Indian market isexpected to be a key driver of growth.
In the fiscal year 2023, the company plans to invest a total of 1.2 trillion yen from fiscal year 2023 to fiscal year 2025.By 2030, the market stock of air conditioning units is expected to be four times larger than in 2020.It is expected to become the market with the largest expansion of air conditioning demand.
According to a Bloomberg report dated the 3rd, the company has revealed plans to acquire additional land near its factory in southern India, covering an area of approximately 0.13 million square meters, due to the further growth in sales caused by record-breaking heatwaves.
According to the company announcement, in the 2021 in India,The share of air conditioning units in India is 2nd for residential use and 1st for commercial and business use..
In the fiscal year 2024, the sales of air conditioning business in India increased by 20% compared to the previous year. In the fiscal year 2025, the company aims to expand sales by accelerating the expansion of sales networks in local cities for residential use in India, and also focusing on e-commerce sales.In the first quarter (April-June), leveraging the strengthened sales network and supply capability, the sales revenue grew by 44% compared to the same period of the previous year..
In the fiscal year 2023, the company added "India as a major base" to its mid-term management plan.The company aims to increase its sales in India from 138 billion yen in fiscal year 2023 to 175 billion yen in fiscal year 2025, and establish a dominant position in both residential and commercial markets.To achieve this plan, the company plans to invest a total of 1.2 trillion yen from fiscal year 2023 to fiscal year 2025.The company also intends to develop India as an export base to the Middle East and Africa.According to the company, the Indian market isexpected to be a key driver of growth.
In the fiscal year 2023, the company plans to invest a total of 1.2 trillion yen from fiscal year 2023 to fiscal year 2025.By 2030, the market stock of air conditioning units is expected to be four times larger than in 2020.It is expected to become the market with the largest expansion of air conditioning demand.
According to a Bloomberg report dated the 3rd, the company has revealed plans to acquire additional land near its factory in southern India, covering an area of approximately 0.13 million square meters, due to the further growth in sales caused by record-breaking heatwaves.
【3 recently listed ETFs that include local Indian companies】
In response to the increasing attention of investors to India, ETFs related to Indian stocks have been listed on the Tokyo Stock Exchange since the beginning of this year. All of these are eligible for the growth investment category of the new NISA system.
In response to the increasing attention of investors to India, ETFs related to Indian stocks have been listed on the Tokyo Stock Exchange since the beginning of this year. All of these are eligible for the growth investment category of the new NISA system.
◆ $iFreeETF Nifty50 (233A.JP)$
It was listed as the first domestic physical ETF for Indian stocks on August 20th. It tracks the Nifty 50 Index, which is a representative stock index of India.The Nifty 50 IndexThe Nifty50 Index tracks the index converted to yen (including dividends). It is listed on the National Stock Exchange of India and consists of 50 stocks selected based on market capitalization, liquidity, free float ratio, etc. Said.
The top holdings include HDFC Bank, Reliance Industries, which includes crude oil and gas, ICICI Bank, and Infosys, which is an information technology company.
The trading unit is one unit.The trust fee is 0.385%.The fiscal year ends on September 4th and March 4th. DAIWA Asset Management manages the operation.
It was listed as the first domestic physical ETF for Indian stocks on August 20th. It tracks the Nifty 50 Index, which is a representative stock index of India.The Nifty 50 IndexThe Nifty50 Index tracks the index converted to yen (including dividends). It is listed on the National Stock Exchange of India and consists of 50 stocks selected based on market capitalization, liquidity, free float ratio, etc. Said.
The top holdings include HDFC Bank, Reliance Industries, which includes crude oil and gas, ICICI Bank, and Infosys, which is an information technology company.
The trading unit is one unit.The trust fee is 0.385%.The fiscal year ends on September 4th and March 4th. DAIWA Asset Management manages the operation.
◆ $iShares Nifty 50 ETF (201A.JP)$
Listed on June 12th.Nifty50 indexIt tracks an index converted into yen (including dividends) and invests not only in stocks but also in futures.
The trading unit is 10 shares,with a trust fee of about 0.385%,The accounting date is February 8th and August 9th every year. The operation is by BlackRock Japan.
Listed on June 12th.Nifty50 indexIt tracks an index converted into yen (including dividends) and invests not only in stocks but also in futures.
The trading unit is 10 shares,with a trust fee of about 0.385%,The accounting date is February 8th and August 9th every year. The operation is by BlackRock Japan.
The following two ETFs have a short period of being listed, so for reference, the chart of the Nifty50 index listed on the U.S. NASDAQ for the past two years is attached. $S&P India Nifty 50 Index Ishares (INDY.US)$In the past 2 years, it has risen by 29.9% in US dollar terms, and by 21.9% in the past year.It is listed on May 23. It tracks the index of Mirae Asset India Select Top10+Index (including dividends) in yen.
◆ $Global X India Top 10+ ETF (188A.JP)$
The conditions for the 15 stocks are listed on the Bombay Stock Exchange, with an average daily trading value of over 2 million US dollars and a float rate of over 15%.From the relevant stocks, 9 stocks with a high market capitalization in each of the 9 sectors such as finance and information technology, and 6 stocks with a large market capitalization from the second place are selected.It has risen by 29.9% in US dollar terms, and by 21.9% in the past year.There are 15 stocks, including the top 9 stocks in each of the 9 sectors such as finance and information technology, and the 6 stocks with the largest market capitalization from the second place.It selects 15 stocks based on the conditions of being listed on the Bombay Stock Exchange, with an average daily trading value of over 2 million US dollars and a float rate of over 15%.
Top included stocks are Infosys Ltd-SP ADR, Tata Consultancy Services in the information technology sector, Hindustan Unilever in food and daily goods, ICICI Bank Ltd-spon ADR, etc.
The trading unit is 1 share, with a trust fee of about 0.7185%. The settlement dates are December 6 and 10 each year. Operated by Global X Japan.
Regarding the performance of Mirae Asset India Select Top10+Index in Indian Rupee denomination, as published by MIRAE ASSET on HP, it is as follows.The return for the most recent one-year period until the end of August is 33.9%.is turning out to be.
The conditions for the 15 stocks are listed on the Bombay Stock Exchange, with an average daily trading value of over 2 million US dollars and a float rate of over 15%.From the relevant stocks, 9 stocks with a high market capitalization in each of the 9 sectors such as finance and information technology, and 6 stocks with a large market capitalization from the second place are selected.It has risen by 29.9% in US dollar terms, and by 21.9% in the past year.There are 15 stocks, including the top 9 stocks in each of the 9 sectors such as finance and information technology, and the 6 stocks with the largest market capitalization from the second place.It selects 15 stocks based on the conditions of being listed on the Bombay Stock Exchange, with an average daily trading value of over 2 million US dollars and a float rate of over 15%.
Top included stocks are Infosys Ltd-SP ADR, Tata Consultancy Services in the information technology sector, Hindustan Unilever in food and daily goods, ICICI Bank Ltd-spon ADR, etc.
The trading unit is 1 share, with a trust fee of about 0.7185%. The settlement dates are December 6 and 10 each year. Operated by Global X Japan.
Regarding the performance of Mirae Asset India Select Top10+Index in Indian Rupee denomination, as published by MIRAE ASSET on HP, it is as follows.The return for the most recent one-year period until the end of August is 33.9%.is turning out to be.
By the way, over the past 3 years, the exchange rate of the Indian Rupee has decreased from around 74 Rupees per dollar to around 84 Rupees per dollar, but for the past 2 years, it has been hovering around 80 Rupees per dollar.
1. The large population and young population.
India's population is estimated to surpass China and become the world's number one in 2023. According to the United Nations' estimates, the population in July 2023 is 1.438 billion people, with an average age of 28.1 years indicating a high potential for a young population. By the way, Japan's average age is 49.0.
2. High economic growth rate.
According to the IMF (International Monetary Fund) estimates, Nominal GDP surpasses the United Kingdom and ranks fifth in the world from 2021.And,In 2025, it will surpass Japan and become the fourth largest (4 trillion 339.8 billion dollars), and in 2027, it will surpass Germany and become the third largest (5 trillion 287 billion dollars).Outlook.Nominal GDP is estimated to become 1.5 times between 2023 and 2027.It is estimated that.
According to the IMF (International Monetary Fund) estimates, Nominal GDP surpasses the United Kingdom and ranks fifth in the world from 2021.And,In 2025, it will surpass Japan and become the fourth largest (4 trillion 339.8 billion dollars), and in 2027, it will surpass Germany and become the third largest (5 trillion 287 billion dollars).Outlook.Nominal GDP is estimated to become 1.5 times between 2023 and 2027.It is estimated that.
English is a de facto official language.
In India, English is considered a de facto official language, and it is said that 10% to 20% of the population can speak English. By simple calculation, the number of English speakers would be between 0.15 billion and 0.3 billion, which is comparable to the size of the United States.In terms of access to the US economy, there are advantages in the English-speaking world.Benefits can be obtained.
In India, English is considered a de facto official language, and it is said that 10% to 20% of the population can speak English. By simple calculation, the number of English speakers would be between 0.15 billion and 0.3 billion, which is comparable to the size of the United States.In terms of access to the US economy, there are advantages in the English-speaking world.Benefits can be obtained.
4. Located to the west are the Middle East and Africa, and to the east are East and Southeast Asia.
India, with the Indian Ocean in between, has East and Southeast Asia and East Asia to the east, and the Middle East and Africa to the west, serving as a hub between Asia and the Middle East and Africa.There is a geographical advantage of covering growth areas in both the east and the west based in India.There is a geographical advantage of covering growth areas in both the east and the west based in India.
India, with the Indian Ocean in between, has East and Southeast Asia and East Asia to the east, and the Middle East and Africa to the west, serving as a hub between Asia and the Middle East and Africa.There is a geographical advantage of covering growth areas in both the east and the west based in India.There is a geographical advantage of covering growth areas in both the east and the west based in India.
- moomoo News Mark
Source: TSE HP, various company HPs, various ETF websites, moomoo.
Source: TSE HP, various company HPs, various ETF websites, moomoo.
Disclaimer: Moomoo Technologies Inc. is providing this content for information and educational use only.
Read more
Comment
Sign in to post a comment
大負けネコ : Nice to meet you. I always find your "information" about Japanese and American stocks, ETFs, foreign exchange, market trends, etc. very helpful and I study them at the right time. That's right, the "advanced countries" like the United States, Europe, and Japan were supposed to have the "stability" as investment destinations for "risk diversification purposes" due to recent "economic recession concerns" and "geopolitical risks," but all advanced countries are facing political instability and economic recession concerns, and are actually "concentrating risk." When I started the "new NISA investment," I thought there would be a decision regarding the "Orkan is OK" trend. So in the "NISA accumulated investment framework," I chose the "8 asset diversification investment funds" more than Orkan in ratio 1. And in ratio 2, I chose the "Pictet iTrust India Stock" fund. In normal circumstances, it would be good to invest in "emerging market stocks," but there are also many stocks of the so-called "BRICS=5 countries" included. "R=Russia" is out of the question, and "B=Brazil" has uncertainties regarding President Lula's mini Trump-like behavior and whether the economic disparity among the people will be left unaddressed after the Rio Olympics, despite being a resource-rich country (crude oil, metals, natural gas, etc.) close to the United States, where the growth potential for the next 10 years is uncertain. This is a question mark as an investment destination in the "NISA accumulated investment framework" that continues to be accumulated and aims for risk diversification and growth fruit. Similarly, "C=China" includes stocks of Chinese mainland or Hong Kong-based companies like Alibaba, and when I imagine the era when "hegemonism" has actually taken place, it is "scary" in many ways. Personally, I'll pass on that. I think "S=South Africa," but do you know the interest rate of the South African Rand for foreign currency deposits? It's like 7.00% per year, and if a country doesn't set such an interest rate, it is "the same as a multiple debtor" in most cases. Even if the interest rate is high, it is "almost valueless in terms of currency." So, the only choice is "I=India
". There are risks such as disparities in wealth, diversity of religions and ethnic groups, concerns about conflicts with neighboring Pakistan, and disputes with China (in the past?), so there are various "risks." However, as you mentioned, "English is a quasi-official language", and there are many Japanese students studying in India, as well as experts in the UK and the US. The infrastructure is under development, and Japan and China are fiercely competing for railway and highway contracts. Industries like IT and medical fields are at an advanced level in India. And as you pointed out, there is a possibility of surpassing China
in terms of future population and becoming the world's number one, as well as a high ratio of young people and a prestigious GDP, which will rank third in the world in the future. The current Modi administration is dealing well with the "inherent risks" with a "balanced policy" both domestically and internationally. I knew that Suzuki is the "number one market share of domestic vehicles" in India
, but I didn't know that Honda is the "number two market share of motorcycles"
️. Kansai Paint, Unicharm, Daikin Industries
️. I learned a lot about each company's investment strategy, taking into account the Middle East and Southeast Asia. Oh, but the regional dialects in the UK are quite different. More than 10 years ago, when I was approached at an international conference (=as a staff), I couldn't understand anything at first. I can understand conversations with people from the US and Europe to some extent with the Eiken Grade 2 level (=without the Quasi-Grade 1 level yet). India
is also a country that should be "Kings English=British English" like Japan, but〜? Daikin Industries seems to have the highest growth potential, but its stock price is very high
️. So, I'm making trial purchases within my budget from the remaining four stocks. When the "NISA investment started," only one of my stocks made a sound in the "accumulated investment target," and the "rising net asset value since the establishment" data that I looked up around June was not available for the newly established stocks, and "last year's and this year's performance" were good, so the ratio went up. The fact that the choices have increased means that the focus of the investors is also concentrated. I'll catch the wave, I like Indian
curry🩷. Thank you very much
️
大負けネコ : I'm sorry! In the third paragraph of the above long comment, the word 'decide' is a translation mistake for 'defect'. I humbly apologize for the error. I apologize for the long message. Thank you for your continued support.