Aim for companies with V-shaped performance recovery in 2024!
This is the usual “annual” pattern, but the stock market tends to be rough every quarter from the end of the month to the beginning of the month. Company shares cannot be bought on the last 5 business days of the month due to exchange rules. Institutional investors prioritize profit. In particular, March to April is the end of the March fiscal period, and the wait-and-see attitude becomes even stronger.
Foreigners (oil money is the main source of purchases from January to March this year) are slow because Americans are due for tax returns (4/15) and Middle Eastern Americans have Ramadan (3/10 to 4/8). It will probably be after mid-April that they are ready and will be active in earnest. Of course, the upward trend has not changed at all in both the Japanese and US markets.
Therefore, thorough push buying tactics continue to be effective. You won't be afraid. There is a long way to go, like saying “the market price is tomorrow too.” The author advocates the rise in market prices since last year as a “furious rebellion drama.”
After all, it has endured for 30 years. The Nikkei Stock Average recaptured its all-time high at the end of 1989 for the first time in 34 years, but the NY Dow (2,753 dollars at the end of 1989) has increased 14 times during this time.
Compared to 1982/8/12 (the NY Dow showed a low price of 776 dollars during the period when the “death of stocks” became a hot topic), it was 50 times higher. As a result, the stock and investment trust balances of Americans, where 56% of personal financial assets are stocks and investment trusts, have risen to 9600 trillion yen.
What about Japan? It's only 400 trillion yen. Of personal financial assets, 53% can't be increased with cash or deposits with almost zero interest rates, isn't it?
Citizens who are extremely averse to that risk have begun to change. Yes, cash and deposits of 1000 trillion yen will be liquidated (shifted to risk assets). Now, let's get ahead of this trend and keep up with the epic upward trend. Now, what are your goals here (the Nikkei Stock Average 40,000 yen era)?
After all, it is determined that there is something strange about the group of stocks whose performance is expected to recover in a V-shape in the fiscal year ending 2025/3.
Stock prices have been delayed because the 2024/3 fiscal year was sluggish. However, in May, along with the announcement of financial results for the first fiscal year, predictions for the current fiscal year will be issued. Momentum for re-evaluation should increase at that timing. Specifically $Visco Technologies(6698.JP$、 $Property Data Bank(4389.JP$、 $V Technology(7717.JP$、 $Tomoegawa(3878.JP$etc.
$Visco Technologies(6698.JP$We manufacture visual inspection equipment for production lines. It has excellent image processing technology. We were forced to settle in the red for the fiscal year ending 2024/3, but this fiscal year is expected to turn into a sharp rise.
$Property Data Bank(4389.JP$Mainly uses real estate cloud services. We have a 50% market share for REITs. The slump in the 2024/3 fiscal year is out of date. After all, a sudden rise is expected in the 2025/3 fiscal year.
$V Technology(7717.JP$Large projects (15 billion yen) that have been ordered in the past will contribute to the fiscal year ending 2025/3, and it seems that profit per share will be just over 130 yen (57.3 yen in the previous fiscal year). You can see that they are steadily picking up less than 2,500 yen.
$Tomoegawa(3878.JP$The “paper mill” was removed, and the paper and pulp sector were replaced by a chemical post. Changes in business conditions, such as semiconductor mounting tape, were approved. Similarly, it is a stock that can be expected to dramatically improve performance for the fiscal year ending 2025/3.
In line with national policy $FFRI Security(3692.JP$、 $K&O Energy Group(1663.JP$、 $Hoden Seimitsu Kako Kenkyusho(6469.JP$、 $Meidensha(6508.JP$、 $SAKURA Internet(3778.JP$We have determined that the market price will take a long time.
Disclaimer: Moomoo Technologies Inc. is providing this content for information and educational use only.
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