Should I buy “those 2 industries”!? Check out the 4 stocks carefully selected by high dividend fund managers to invest in from the latest management status!

To obtain dividends from companies with financial results for the fiscal year ending March 31Approximately 1 month until the last trading day with rights (Wednesday, March 27). When it comes to high-dividend stocks,High dividend active ETF (exchange-traded fund)The fund managers selected from a unique point of view, and what they are focusing on is likely to be one reference. Since exchange-traded funds are required to disclose their holding status on a daily basis,Latest operation statusIt can be confirmed even if it is not the buyer. None of the active ETFs have just been listed, but currently the exchange-traded fund with the largest net asset value on the theme of high dividends is the NEXT FUNDS series $NEXT FUNDS Japan High Div Eq Actv ETF(2084.JP)$So, the MAXIS series $MAXIS High Dividend Jpn Eq Actv Man ETF(2085.JP)$continues.

$NEXT FUNDS Japan High Div Eq Actv ETF(2084.JP)$Of the top 3 holdings, 2 stocks are”trading company」！
Which ETF has the most incorporated holdings (disclosed on 3/1) $Mitsubishi(8058.JP)$It was. $ITOCHU(8001.JP)$、 $Honda Motor(7267.JP)$It continued. The relative weight of trading companies, particularly Mitsubishi Corporation, stood out. The fund aims not only for high levels of income gains, but also to pursue total returns by acquiring medium- to long-term gains from price increases.The incorporation ratio is determined by taking into account liquidity, stock diversification, the possibility of future stock price increases, etc.It says so.

◆ $Mitsubishi(8058.JP)$
A major general trading company. Mitsubishi Group core. The business base for machinery, food, chemical products, etc. is strong, with resources such as coking coal at the top. On February 6, 10% (upper limit of 500 billion yen) of the total number of issued shares will be acquiredLarge-scale share buybacks announced. The current fiscal year's stock buybacks and dividends as previously announcedThe total return amount is a record highIt will be approximately 890 billion yen. The overall evaluation of the 10 analysts was “bullish,”The target stock price range is 2550 to 3740 yen. March 1Closing price 3268 yenIt is about 13% above the average target stock price of 2889.70 yen.The most recent dividend yield was 2.14%。

◆ $ITOCHU(8001.JP)$
A major general trading company. Not a zaibatsu type. Strong against fiber, food, and China. It has powerful businesses such as FamilyMart under its umbrella. Management is being restructured together with J-Will Partners (JWP), a corporate revitalization fundThe direction of acquiring Big MotorThe Nihon Keizai Shimbun reported on 2/21 that final adjustments had been made. The overall evaluation of the 9 analysts was “slightly bullish,”The target stock price range is 6300 to 7670 yen. March 1Closing price 6606 yenFrom to the average target stock price of 6927.78 yenThe margin is 4.8%. The most recent dividend yield was 2.44%。

$MAXIS High Dividend Jpn Eq Actv Man ETF(2085.JP)$ofWhat are the top 2 holdings”steel」！
The ETF's No. 1 incorporated holding ratio (disclosed on 3/1) $Nippon Steel(5401.JP)$So, $JFE Holdings(5411.JP)$, SBI Holdings $SBI Holdings(8473.JP)$ It continued. What is 4th place $Kobe Steel(5406.JP)$So, you can see that they place quite a bit of emphasis on the steel sector. Since the beginning of '23, the stock prices of the three major steel companies mentioned above have not fallen much below the long-term moving average (200-day line) of the short- and medium-term moving averages (5th, 25th, 75th)Stable riseDoing it. The fund also aims to obtain income gains and profit from price increases. The number of investment stocks is as small as 30.Among large and medium sized stocks, take into account dividend payout ratio and credit riskAt the same time, it is said that stocks with the highest expected dividend yield will be selected.

◆ $Nippon Steel(5401.JP)$
It ranks first in Japan in terms of crude steel production. The world's fourth largest steel manufacturer. In December 23, it was announced that US Steel, a major US steel company, would be acquired for approximately 2 trillion yen. Domestic securities are at the end of FebruarySituation where stable profits can be secured even when raw material prices remain highLooking at it, the target stock price was raised from 4300 yen to 4600 yen. It is expected that earnings contributions from US Steel acquisitions can be expected in the next fiscal year and beyond. The overall evaluation by the 10 analysts was “slightly bullish,”The target stock price range is 2600 to 4600 yen. March 1The closing price is 3784 yenSo, the average target stock price is up to 3991 yenThe room is 5.4%。The most recent dividend yield was 4.23%。

◆ $JFE Holdings(5411.JP)$
The core holding company is JFE Steel, which is the second-largest producer of crude steel in Japan. Trading and engineering too. JFE Steel will be available in all varieties and fields starting February 21 and AprilAnnounced that steel prices will be raised. The overall evaluation by the 10 analysts was “slightly bullish,”Target stock price range is 2100 to 2520 yenSo, 3/1Closing price 2499.5 yenIt is almost at the same level as the average target stock price of 2502 yen.The most recent dividend yield was 4.00%。