The 3 stocks I would also like to consider investing in under the new NISA framework are attractive for their outstanding stability and dividend yields of over 3%
In order to enjoy the benefits of using the new NISA (Small Investment Tax Exemption System) that started in January, more than when trading with a regular account,It is important to be aware of investment destinations that are “likely to make a profit”I can say that. There are three main reasons for this.
1. If profits or dividends from rising stock prices are not obtained, profits are usually chargedTax-free benefits equal to approximately 20%I can't get it.
2. Even if losses occur due to investments utilizing the NISA framework,“Total profit and loss,” which offsets profits obtained from investments other than that, and “carryforward deductions,” which are offset by carrying over losses to the next year or later, are not possible。
3. There is an upper limit on the NISA quota, soThere is also a limit to making so-called “nampin purchases,” where you make additional investments in investment destinations where unrealized losses have occurred。
1. If profits or dividends from rising stock prices are not obtained, profits are usually chargedTax-free benefits equal to approximately 20%I can't get it.
2. Even if losses occur due to investments utilizing the NISA framework,“Total profit and loss,” which offsets profits obtained from investments other than that, and “carryforward deductions,” which are offset by carrying over losses to the next year or later, are not possible。
3. There is an upper limit on the NISA quota, soThere is also a limit to making so-called “nampin purchases,” where you make additional investments in investment destinations where unrealized losses have occurred。
Therefore, it is also suitable for investing under the NISA framework (growth investment framework),Stocks that are highly stable and can be expected to pay reasonable dividendsIt was screened under the following conditions.
[Screening conditions]
・Company stability（More than 30 years have passed since the company was founded, listed on the Tokyo Stock Exchange Prime Market, with a total market value of over 100 billion yen）
・Industry stability（Not an economy-sensitive stock= Excluding steel, chemicals, pulp and paper, shipping, finance, etc.)
・Stability of financial results（Sales and profit declined by 1 time or less in the financial results for the last 4 years）
・Stock price stability（The annual stock price decline rate in the last 5 years is less than 20%, and the stock price increase rate compared to the end of 2018 is 20% or more）
・Dividend stability（The most recent planned dividend yield is 3% or more or 2.5% or more, and dividends are being increased for 4 consecutive terms, except for the year following the commemorative dividendDividends haven't been cut even once in the last 4 years）
・Company stability（More than 30 years have passed since the company was founded, listed on the Tokyo Stock Exchange Prime Market, with a total market value of over 100 billion yen）
・Industry stability（Not an economy-sensitive stock= Excluding steel, chemicals, pulp and paper, shipping, finance, etc.)
・Stability of financial results（Sales and profit declined by 1 time or less in the financial results for the last 4 years）
・Stock price stability（The annual stock price decline rate in the last 5 years is less than 20%, and the stock price increase rate compared to the end of 2018 is 20% or more）
・Dividend stability（The most recent planned dividend yield is 3% or more or 2.5% or more, and dividends are being increased for 4 consecutive terms, except for the year following the commemorative dividendDividends haven't been cut even once in the last 4 years）
◆ $KDDI (9433.JP)$
One of the major domestic general telecommunications companies. With the mobile phone business as the main force, it develops financial businesses such as banks, securities, credit cards, etc., cable TV, mail order and EC sites, internet-related, etc., forming an “au economic zone.”
Operating profit is expected to increase for 23 consecutive terms and dividends for 22 consecutive terms in the fiscal year ending 2024/3I'm doing it. SynchronousDividend yield is expected to be around 3.0%。Stock prices fell only by -5.75% in 2020 in the last 5 years. What is the closing price on 2/20An increase of about 75% compared to the closing price at the end of '18Doing it.
One of the major domestic general telecommunications companies. With the mobile phone business as the main force, it develops financial businesses such as banks, securities, credit cards, etc., cable TV, mail order and EC sites, internet-related, etc., forming an “au economic zone.”
Operating profit is expected to increase for 23 consecutive terms and dividends for 22 consecutive terms in the fiscal year ending 2024/3I'm doing it. SynchronousDividend yield is expected to be around 3.0%。Stock prices fell only by -5.75% in 2020 in the last 5 years. What is the closing price on 2/20An increase of about 75% compared to the closing price at the end of '18Doing it.
◆ $Senko Group Holdings (9069.JP)$
A major logistics company with a focus on truck/rail transportation and distribution centers. They are also involved in commercial and trade businesses such as petroleum sales.
We plan to increase sales for 21 consecutive terms and increase in ordinary profit for the fiscal year ending 2024/3. Dividends have increased 2 times in the last 4 years,No dividend cuts for 16 consecutive terms until the fiscal year ending 23/3. Of the fiscal year ending 24/3Dividend yield is expected to be around 3.3%。Stock prices fell only by -7.85% in 2021 in the last 5 years. What is the closing price on 2/20Up about 30% compared to the closing price at the end of '18Doing it.
A major logistics company with a focus on truck/rail transportation and distribution centers. They are also involved in commercial and trade businesses such as petroleum sales.
We plan to increase sales for 21 consecutive terms and increase in ordinary profit for the fiscal year ending 2024/3. Dividends have increased 2 times in the last 4 years,No dividend cuts for 16 consecutive terms until the fiscal year ending 23/3. Of the fiscal year ending 24/3Dividend yield is expected to be around 3.3%。Stock prices fell only by -7.85% in 2021 in the last 5 years. What is the closing price on 2/20Up about 30% compared to the closing price at the end of '18Doing it.
◆ $Nomura Real Estate Holdings (3231.JP)$
It is a developer focusing on housing such as “Proud” brand condominiums, and is one of the five major real estate companies. They are also involved in the development and leasing of office buildings and commercial facilities, and the operation and management of properties.
In the last 4 years,Increase in sales and profit excluding the fiscal year ending March 31, 2021. In the fiscal year ended 24/3Dividends are scheduled to be increased for 12 consecutive terms. SynchronousDividend yield is expected to be around 3.5%。Stock prices fell only by -12.86% in 2020 in the last 5 years. What is the closing price on 2/20An increase of about 80% compared to the closing price at the end of '18Doing it.
It is a developer focusing on housing such as “Proud” brand condominiums, and is one of the five major real estate companies. They are also involved in the development and leasing of office buildings and commercial facilities, and the operation and management of properties.
In the last 4 years,Increase in sales and profit excluding the fiscal year ending March 31, 2021. In the fiscal year ended 24/3Dividends are scheduled to be increased for 12 consecutive terms. SynchronousDividend yield is expected to be around 3.5%。Stock prices fell only by -12.86% in 2020 in the last 5 years. What is the closing price on 2/20An increase of about 80% compared to the closing price at the end of '18Doing it.
ー MooMoo News Mark
Source: Earnings reports and securities reports of each company, moomoo
Source: Earnings reports and securities reports of each company, moomoo
Disclaimer: Moomoo Technologies Inc. is providing this content for information and educational use only.
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