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-- 79.080 'Prime Minister Ishiba' expected to skyrocket! Even hitting the daily limit! Selecting promising 5 themes and 20 stocks, including regional revitalization.
27日の自民党総裁選で次期首相に石破茂元幹事長が就任する見通しとなったことを受けて、週明け30日の市場は大きく動いた。為替レートは1ドル＝141円台となり、27日の開票前と比べて最大5円近く円高に振れた。日経平均株価は27日終値比で4.8％減、1900円以上の大幅下落となった。金利は10年国債の利回りが約6％上昇するなど、価格を大きく下げている。
市場全体でみると「石破ショック」とも言われる逆風となったが、逆行してストップ高になった銘柄もある。これまでの石破氏の発言から、“追い風”になりそうな業種・銘柄に買いが大きく入った。今後も株価上昇が期待できる「石破銘柄」を、5つのテーマからピックアップする。
市場全体でみると「石破ショック」とも言われる逆風となったが、逆行してストップ高になった銘柄もある。これまでの石破氏の発言から、“追い風”になりそうな業種・銘柄に買いが大きく入った。今後も株価上昇が期待できる「石破銘柄」を、5つのテーマからピックアップする。
The 3 main themes that are highly likely to be the focus of Mr. Ishiba's policies
Tottori Prefecture is a stronghold.Mr. Ishiba, in 2014,assumed the position of the first Minister for Regional Revitalization投資家は過度に楽観視することはできないHis own catchphrase is "regional revitalization, Japan revitalization, Shigeru Ishiba"for the purpose of regional revitalization,Advocating for companies to expand into rural areas, secure talent in rural areas, and promote digitalization.It has been emphasized that supporting initiatives like these is crucial. In the recent party presidential election, the votes from party members and supporters in rural areas exceeded those of other candidates, becoming one of the reasons for the victory.
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Mr. Ishiba has long been advocating for the establishment of a "Disaster Prevention Ministry".He has been advocating for the establishment of a "Disaster Prevention Ministry". In the recent party presidential election, it was proposed to establish a "Disaster Preparedness Agency" by 2026, followed by considering its upgrade to a "Disaster Prevention Ministry".In the recent party presidential election, 26, he has been advocating for the establishment of a "Disaster Preparedness Agency" by 2026, followed by considering its upgrade to a "Disaster Prevention Ministry".In the recent party presidential election, 26, the creation of a "Disaster Preparedness Agency" within this fiscal year, followed by considering its upgrade to a "Disaster Prevention Ministry"If a specialized government agency is established, there is a possibility that the disaster prevention budget will be expanded, which was set as a priority.
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Mr. Ishiba, who entered the cabinet for the first time, was the Minister of Defense in the Koizumi administration and has a strong interest in defense policy, being referred to as a 'military geek'. He has advocated for revisions to the Japan-U.S. Security Treaty towards building an 'equal' Japan-U.S. alliance, the deployment of the Self-Defense Forces to the United States, and the establishment of an Asian version of NATO. It is anticipated that he will lead the strengthening of defense capabilities.
However, regarding the strengthening of defense capabilities, other candidates also raised this issue in the party leadership election, so there are aspects that cannot be considered as 'Ishiba Original Stock'. There are parts that have already been speculated on, and there may be limited upside potential.
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[Two Themes That May Be Influenced by Mr. Ishiba's Economic Policy]
Regarding the Bank of Japan's interest rate hike policy, Shiba stated in an interview with Reuters, "It is the right policy to gradually realize a world with interest rates while not changing the basic policy of monetary easing." He also supported the BOJ's policy by stating, "There are benefits to be gained by returning even slightly to a world with interest rates, and that leads to a transformation of Japan's economic structure itself." (Reuters, August 6).There is a possibility of supporting the Bank of Japan's policy decision to explore the timing of additional interest rate hikes..
However, in a television program on the 29th, he stated, "Amid a situation where it cannot be affirmed that Japan has escaped deflation, the government should not talk about this and that regarding monetary policy. You must not talk about interest rates and the like. The current direction of monetary easing must be maintained.", and depending on the trends in public opinion, there is a possibility that he may shift towards a cautious stance on additional interest rate hikes.
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In an interview with Reuters in August, Mr. Ishiba said, "It may be a happy situation for executives that companies are posting record profits due to the weak yen, but it is certainly not a happy situation for many workers." (Reuters, August 6).
Given Mr. Ishiba's support for the Bank of Japan's interest rate hike policy, there is a high possibility that he will avoid excessive yen depreciation and for now accept a strong yen trend.
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Related stocks: $Ame Kaze Taiyo (5616.JP)$、 $Future Link Network (9241.JP)$、 $Scinex (2376.JP)$、 $Change Holdings (3962.JP)$、 $i-mobile (6535.JP)$、 $Morita Holdings (6455.JP)$、 $Teikoku Sen-I (3302.JP)$、 $Nohmi Bosai (6744.JP)$、 $Hochiki (6745.JP)$、 $Mitsubishi Heavy Industries (7011.JP)$、 $NEC (6701.JP)$、 $Kawasaki Heavy Industries (7012.JP)$、 $The Tottori Bank (8383.JP)$、 $Mizuho Financial Group (8411.JP)$、 $Sumitomo Mitsui Financial Group (8316.JP)$、 $Mitsubishi UFJ Financial Group (8306.JP)$、 $DCM Holdings (3050.JP)$、 $Kobe Bussan (3038.JP)$、 $Seria (2782.JP)$、 $Nitori Holdings (9843.JP)$、 $Chubu Shiryo (2053.JP)$
- Moomoo News Mark
Source, reference: Nikkei Asian Review, NHK, Reuters communications, MINKABU, moomoo
Source, reference: Nikkei Asian Review, NHK, Reuters communications, MINKABU, moomoo
Disclaimer: Moomoo Technologies Inc. is providing this content for information and educational use only.
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恋コイ : It's the opposite. Will plummet.
181741268 : It will go down no matter who looks at it.
にくQ : It is helpful.![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
恋コイ : It was a big miss. Thanks to that, I made quite a profit. Depending on the exchange rate, could there be a rebound tomorrow?
182394386 恋コイ : Noisy.
洋平y : If Mitsubishi Heavy Industries falls, there will be no other stocks to rise with Shiro.
こうめあーさん : What about Branjista?
182718541 : Because it's a festival, we leave themes like this to the Showa era grandpas who love festivals. That kind of feeling.
182718541 182718541 : However, I do think that there is great potential for growth in defense-related sectors.
181429695 : Ishiba shock
still continues…
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