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The intriguing gainianbankuai of the man who made 5 billion.

The intriguing gainianbankuai of the man who made 5 billion.
Nuclear fusion
Recently, there have been many opportunities to discuss 'nuclear fusion' in the news. In August, the government embarked on revising the national strategy in order to bring forward the realization of nuclear fusion power generation as a next-generation energy source.
On August 20, the expert meeting on nuclear fusion strategy at the Cabinet Office resumed, with plans to develop a new strategy within the fiscal year. There are increasing plans for nuclear fusion power generation overseas. While the current strategy sets the realization timeframe for nuclear fusion power generation around 2050, it is possible to aim for demonstration in the 2030s if the development competition intensifies among major countries. Nuclear fusion is a technology that generates vast energy by fusing atomic nuclei to produce electricity. Thus, the focus will be on upcoming companies.
$Mitsubishi Heavy Industries (7011.JP)$ Aiming to achieve the construction of a nuclear fusion reactor that utilizes fusion reactions, the construction of the ITER fusion experimental reactor is progressing in France by the World 7 (Japan, European Union, Russia, USA, China, South Korea, India) for the purpose of nuclear fusion. Mitsubishi Heavy Industries is involved in this ITER project and is responsible for manufacturing the core equipment of ITER. In July, Mitsubishi Heavy Industries announced the start of mass production of components for ITER in collaboration with the National Institutes for Quantum and Radiological Science and Technology.
Mitsubishi Heavy Industries (7011) Daily Candlestick Chart
Mitsubishi Heavy Industries (7011) Daily Candlestick Chart
$Nippon Telegraph & Telephone (9432.JP)$ In 2020, NTT announced a collaboration agreement with the National Institutes for Quantum and Radiological Science and Technology to work on research related to nuclear fusion. They are conducting joint research on nuclear fusion, replicating the same reaction as the sun on the ground to extract energy. NTT aims to accumulate practical examples of IOWN (ION) – the next-generation communication infrastructure – for controlling the fusion reactor. NTT's Senior Advisor, Shinohara, assumed the position of Chairman of the Expert Meeting on Nuclear Fusion launched in 2022.
$Hamamatsu Photonics KK (6965.JP)$ Is developing high-power laser technology essential for achieving laser fusion, and conducting research and development on the application of quantum beams representing ions, electrons, neutrons, as well as the development of new optical materials. Laser fusion aims to artificially create clean energy, and the company has been conducting research since 2007.
$Sukegawa Electric (7711.JP)$ It is deploying test facilities for sodium and lithium used as coolants for nuclear fusion power generation. Japan is also supplying a superconductor heat treatment furnace to ITER, a magnetic confinement fusion project that Japan is participating in. In the third quarter earnings report in August this year, it announced an upward revision due to the favorable progress of fusion-related products and related products for the restart of nuclear power plants, and is expected to achieve record profits in 33 periods.
The intriguing gainianbankuai of the man who made 5 billion.
$Inpex (1605.JP)$ It invested in Kyoto Fusion Engineering, a subsidiary of Kyoto Daibatsu, in 2023. This marks its first entry into the fusion energy field. Kyoto Fusion Engineering, funded by INPEX, signed a sales contract for two devices that trigger fusion reactions with a US national agency last year. Additionally, they announced the development of a verification facility to circulate fusion reaction fuel within a power plant in collaboration with the Canadian Nuclear Laboratories (CNL) this year. It is invested in by and also has listed companies such as in its shareholders of Kyoto Fusion Engineering. $Nichicon (6996.JP)$ and $Marubeni (8002.JP)$ Among the investment companies of Kyoto Fusion Engineering, is also included. $JGC Holdings (1963.JP)$ $Jafco Group (8595.JP)$
Benefits of a strong yen.
The sector in focus next is the benefits of the strong yen. Although there has been a rate hike in Japan, there are expectations for a rate cut in the US in September. It is also anticipated that the yen will strengthen due to the narrowing interest rate differential between Japan and the US. It is suggested to incorporate not only the benefits of a weak yen but also the benefits of a strong yen into the portfolio.
$Nitori Holdings (9843.JP)$ It is the largest furniture and interior sales chain. Despite the rise in import costs due to the strong yen announced in the August earnings report, it achieved increased sales and profits in the 4Q. Various measures such as opening new stores and campaigns have been successful. President Nitori stated during the earnings announcement briefing, 'The long-awaited strong yen has finally arrived. The tide has turned,' and mentioned the possibility of the US lowering interest rates leading to the yen being in the 130-yen range in 2024 and possibly in the 120-yen range in 2025.
Nitori (9843) daily chart
Nitori (9843) daily chart
$Kobe Bussan (3038.JP)$ engages in operating food superstores for businesses. In June, it announced its earnings reports, showing a 37% increase in operating income for the first half of the year. Both the business superstore division and the food service division are performing well. It updates its monthly IR report every month and in July, it attributed the high convenience of vegetables and frozen fruits to contributing to its revenue.
$Workman (7564.JP)$ is the largest specialist chain for work clothes and related items. In the swift report of July monthly sales announced on August 1st, existing store sales increased by 2.8% compared to the same period last year, exceeding the previous year's performance for two consecutive months. The high temperatures have led to strong sales of summer items for both men and women, especially heat protection products such as fan-equipped wear and heat countermeasures trinkets, which have been driving sales. The appreciation of the yen has benefited the company by reducing import costs.
$Shimamura (8227.JP)$ engages in nationwide distribution of low-priced fashion clothing. Looking at the monthly trends published every month, existing store sales have been positive for 9 consecutive months. In June, sales increased by 1.1% compared to the same month last year. It announced its earnings report on June 24th, reporting a consolidated ordinary profit of 15.1 billion yen, a 2.8% increase year-on-year for the first quarter of the fiscal year 2025. The company is working on recovering customer numbers while restraining advertising and publicity expenses through the use of social media.
$Seria (2782.JP)$ is a major 100-yen shop chain with a nationwide presence centered around the Chubu region. In the earnings report announced on July 25th, it achieved a 25% increase in operating income for the April to June period (1Q). Both total and existing monthly revenue have been favorable, with July surpassing the same month last year. In June, the Tokyo Stock Exchange announced a TOPIX revision proposal. Among the companies selected for the Standard market and Growth market, about 50 companies are expected to be chosen, and the company, relatively large in terms of market capitalization within the Standard market, is also a candidate for selection.
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