Three stocks to consider for new NISA investments, with outstanding stability and attractive dividend yields of over 3%.
To enjoy the benefits of the new NISA (small amount tax-exempt investment system) that started in January, it is important to be aware of "investment targets with a high potential for profit" more than when trading in a regular account.Consciousness of investment destinations that are likely to be profitable is important.といえる。その理由は主に3つある。
1.株価上昇による利益や配当を得なければ、利益に通常課される約20%相当の非課税メリットが得られない。
2.NISA枠を活用した投資で損失が出ても、それ以外での投資で得た利益と相殺する「損益通算」や、翌年以降に損失分を持ち越して相殺する「繰越控除」ができない。
3.NISA枠には上限があるため、There is a limit to adding additional investments to investment destinations where there are unrealized losses, so-called "averaging up".。
1.株価上昇による利益や配当を得なければ、利益に通常課される約20%相当の非課税メリットが得られない。
2.NISA枠を活用した投資で損失が出ても、それ以外での投資で得た利益と相殺する「損益通算」や、翌年以降に損失分を持ち越して相殺する「繰越控除」ができない。
3.NISA枠には上限があるため、There is a limit to adding additional investments to investment destinations where there are unrealized losses, so-called "averaging up".。
Therefore, it is also suitable for investment in the NISA framework (growth investment framework).Stocks with high stability and expected adequate dividends.Screened under the following conditions:
【Screening Conditions】
・Corporate stability(Established for over 30 years, listed on the Tokyo Stock Exchange main board, with a market capitalization of over 100 billion yen.)
・Stability of industry.(Not sensitive to economic conditions.= Excluding iron & steel, chemicals, pulp & paper, marine shipping, finance, etc.
・Stability of performance(Decrease in revenue and profit in one or fewer of the last 4 years' financial statements)
・Stability of stock prices(In the past 5 years, annual stock price decline rate has been less than 20%, with stock price increase rate compared to the end of 2018 greater than 20%.)
・Stability of dividends(Recent scheduled dividend yield is 3% or more or around 2.5% and has been increasing dividends for 4 consecutive periods.Except for the year following commemorative dividendsHas not reduced dividends even once in the past 4 years.)
・Corporate stability(Established for over 30 years, listed on the Tokyo Stock Exchange main board, with a market capitalization of over 100 billion yen.)
・Stability of industry.(Not sensitive to economic conditions.= Excluding iron & steel, chemicals, pulp & paper, marine shipping, finance, etc.
・Stability of performance(Decrease in revenue and profit in one or fewer of the last 4 years' financial statements)
・Stability of stock prices(In the past 5 years, annual stock price decline rate has been less than 20%, with stock price increase rate compared to the end of 2018 greater than 20%.)
・Stability of dividends(Recent scheduled dividend yield is 3% or more or around 2.5% and has been increasing dividends for 4 consecutive periods.Except for the year following commemorative dividendsHas not reduced dividends even once in the past 4 years.)
◆ $KDDI (9433.JP)$
One of the leading domestic comprehensive communication companies. It focuses on the mobile phone business, as well as financial services such as banking, securities, credit cards, cable television, mail order and EC sites, and Internet-related services, forming the "au economic zone".
For the fiscal year ending March 2024, operating profit is expected to increase for the 23rd consecutive period, and dividends are expected to increase for the 22nd consecutive period.in the same periodwith an expected dividend yield of approximately 3.0%。The stock price has only declined by 5.75% in 2020 over the past five yearsFebruary 20 closing price,It has risen by about 75% compared to the closing price at the end of 2018..
One of the leading domestic comprehensive communication companies. It focuses on the mobile phone business, as well as financial services such as banking, securities, credit cards, cable television, mail order and EC sites, and Internet-related services, forming the "au economic zone".
For the fiscal year ending March 2024, operating profit is expected to increase for the 23rd consecutive period, and dividends are expected to increase for the 22nd consecutive period.in the same periodwith an expected dividend yield of approximately 3.0%。The stock price has only declined by 5.75% in 2020 over the past five yearsFebruary 20 closing price,It has risen by about 75% compared to the closing price at the end of 2018..
◆ $Senko Group Holdings (9069.JP)$
A logistics giant centered on trucking, railroad transportation, and logistics centers. It also engages in trading businesses such as petroleum sales.
Planning for 21 consecutive revenue growth and 15 consecutive operating profit growth for the fiscal year ending March 2024.It has increased dividends twice in the past 4 years.No dividend cuts for 16 consecutive periods until the end of the fiscal year 2023.For the fiscal year ending March 2024The expected dividend yield is about 3.3%.。The only year the stock price declined in the past 5 years was 2021 with a decrease of -7.85%.February 20 closing price,It has increased by about 30% compared to the end of 2018..
A logistics giant centered on trucking, railroad transportation, and logistics centers. It also engages in trading businesses such as petroleum sales.
Planning for 21 consecutive revenue growth and 15 consecutive operating profit growth for the fiscal year ending March 2024.It has increased dividends twice in the past 4 years.No dividend cuts for 16 consecutive periods until the end of the fiscal year 2023.For the fiscal year ending March 2024The expected dividend yield is about 3.3%.。The only year the stock price declined in the past 5 years was 2021 with a decrease of -7.85%.February 20 closing price,It has increased by about 30% compared to the end of 2018..
◆ $Nomura Real Estate Holdings (3231.JP)$
「プラウド」ブランドのマンションなど住宅を中心としたデベロッパーで、不動産大手5社の一角。オフィスビルや商業施設の開発・賃貸、物件の運営管理なども手掛ける。
直近4年間では、2021年3月期を除き増収増益。24年3月期に12期連続増配を予定。同期の配当利回りは3.5%程度の見込み。Only in 2020, the stock price dropped by -12.86% over the past 5 years.February 20 closing price,Approximately 80% increase from the closing price at the end of 2018.
「プラウド」ブランドのマンションなど住宅を中心としたデベロッパーで、不動産大手5社の一角。オフィスビルや商業施設の開発・賃貸、物件の運営管理なども手掛ける。
直近4年間では、2021年3月期を除き増収増益。24年3月期に12期連続増配を予定。同期の配当利回りは3.5%程度の見込み。Only in 2020, the stock price dropped by -12.86% over the past 5 years.February 20 closing price,Approximately 80% increase from the closing price at the end of 2018.
Pick up the 10 stocks that meet the screening criteria
- moomoo News Mark
Source: each company's earnings briefing and securities report, moomoo
Source: each company's earnings briefing and securities report, moomoo
Disclaimer: Moomoo Technologies Inc. is providing this content for information and educational use only.
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