Miscellaneous feelings about Japanese stocks 🌱
Why I think Japanese stocks are still a “buy” in the medium to long term 🌱
① Real interest rates are negative
→Interest rates are not keeping up with expected inflation
② Companies reflect cost increases with price increases
→Profits can now be raised
③ Shareholder return capacity is higher than US stocks
→Japanese stocks are making profit inward, which means there is spare capacity to return them to shareholders
Nonetheless, there is a sense that large stocks are heating up, so it seems better to search for stocks where the price of small to medium stocks has dropped now 🤭
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ポテトキュウ : Do you have recommendations for small to medium cap stocks?
こるきち【配当系FP】OP ポテトキュウ: For reference only, I think Nitto Fuji Flour Milling, ARE Holdings, and SBI Holdings are still undervalued.
If you're aiming for a contrarian, IHI is also a candidate, but the risk is huge
Just for your reference
ポテトキュウ こるきち【配当系FP】OP: Understood.
Thank you so much for your reply.