Wait for the right moment while doing your best
It completely reversed from early July when sales were strong, and it has dropped ▲ 25% from this peak. Considering monthly profit margins up until now, it's easy to imagine that they won't be able to recover right away. Also, even if the market improves from November and continues to rise until the end of December, I don't know if they will do their best to recover that loss, or in the worst case, they will end 2024 without being able to recover. Of course, there is also a way of thinking about betting on 2025 or later, but I'm doing a negative check to see if my own way of thinking was actually correct in this verification.
What I want to do now is gather courage and buy more, thoroughly shift to something with high certainty of rise, and prepare for the risk of a decline and take measures so as not to lose easily, and I'm thinking of optimizing with the above stance for the second half![]()
Furthermore, it is very important to steadily recover one step at a time during this summer. The chance for a major recovery is a situation where three things will improve due to ① continuous good financial results and appropriate reflection in stock prices ② announcing interest rate cut decisions before a recession (recession phase) ③ returning to a strong dollar again. Furthermore, I want to do my best in a positive way while hoping that sentiment will recover at the Olympics![]()
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