$Inpex (1605.JP)$
I only took a quick look, but I think the probability of increase for this stock in September is quite good.
If there are various considerations and investment merits, I would definitely like to consider it.

According to the Nikkei newspaper dated the 28th, the total sales amount of policy-held shares for listed companies, including share buybacks, by more than 2,000 companies excluding the financial sector, reached 3.69 trillion yen for the fiscal year ending in March 2024, an increase of 86% compared to the previous period.
The increase in sales can have a positive impact on the stock price of the relevant company, as I will explain later.If the gain from the sales is recorded as special profit, it can contribute to an upward revision of performance and lead to improvements in growth and capital efficiency through reinvestment for growth and share buybacks..By using the proceeds from increased dividends as a source for shareholder returns, it can directly contribute to an increase in stock prices.Said.
Therefore, pick up five stocks where the ratio of consolidated net assets held by policy shareholders is high, and the company has specific selling policies in place.
◆ $MS&AD Insurance Group Holdings (8725.JP)$You can find the "News" feature under the "Market"-"More" section.Capital gains will be used for a ¥800 billion shareholders' return over the next five years.
Among the policy-held stocks, those that are not for business investments.It is planned to reduce the policy holding of stocks to approximately 3.6 trillion yen (as of the end of March 2024) by the end of 2029...

$NVIDIA (NVDA.US)$
It is generally as expected.
Last year, the decline continued until the end of October with the earnings at this time of year.
Furthermore, if it falls here, a double top will be formed on the weekly chart, creating a very weak candlestick.
In addition, the worst September market is looming after this.
There is no reason to buy NVDA now for any reason.
If you're going to buy, it's wiser to wait until the end of October, like last year.

$NVIDIA (NVDA.US)$ A financial results briefing for the 2nd quarter of fiscal year 2025 is scheduled to be held at 6:00 a.m. on 2024/8/29 (Thursday) Japan time. This briefing sessionIt will be distributed in subtitle translation format. If you would like to watch it,“reservation”Click on the button.
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Views on the re-election of former President Donald Trump have intensified in response to the attempted assassination incident on the 13th, and a “Trump trade” that assumes a “definite tiger” is progressing in the market.
So, about domestic brands5 themes and 19 related stocks that are likely to receive a tailwind from “Definitely Tora”, and 1 individual stockI will pick it up.
Theme 1: ＜Defense＞
Is Japan's increase in defense spending a benefit to related stocks
Mr. Trump, who emphasizes the US first principle, insisted on reducing the US military burden to defend allies and increasing the burden on each ally since his time as former president, by hinting at withdrawal from NATO.
There is a high possibility that Japan will also ask for an increase in the burden of defense spendingIt is believed thatDemand will increase mainly from existing defense-related companiesThat is expected.
◆ $Mitsubishi Heavy Industries (7011.JP)$
No. 1 transaction value with the Defense Equipment Agency of the Ministry of DefenseIt is a reserved seat. The number of contracts for fiscal year 22 was 157, or 459.1 billion yen, accounting for 25.5% of the agency's total contract amount. The main items delivered are escort ships, submarines, next fighter jets, etc.
◆ $Kawasaki Heavy Industries (7012.JP)$
defense...

$AT&T (T.US)$
If you purchased T a year ago, the capital gain is +50.8%.
If you include dividends, you will earn a profit of +59.2% over the course of one year.
This boasts a higher performance than mediocre semiconductor stocks.
It is often thought that high-dividend stocks underperform compared to semiconductor stocks, but that is not actually the case.
The capital gains and dividends from high-dividend stocks should never be underestimated.

Has everyone tried an acai bowl during the acai berry boom?I don't know how long the impact on stock prices will continue. $Fruta Fruta (2586.JP)$