The Nikkei Stock Average showed a rapid recovery from the major crash on August 5, but after reaching a return high on September 2The market has been sluggish.It continues. In particular, the progress of yen appreciation is weighing on the overall market. Following Bank of Japan (BOJ) board member Junko Nakagawa's positive stance on policy normalization on September 11, the yen sharply appreciated to the mid-140 yen level against the US dollar.On the 13th, it temporarily rose to the upper 140 yen level and updated its year-to-date high.It was done.Narrowing of the interest rate differential between Japan and the United StatesIt is once again recognized that there are characteristics such as "defensive", "yen strength benefits and yen strength resistance" in sectors such as retail, transportation, information communications, pharmaceuticals, and electricity and gas, which are attention-grabbing."Defensive" and "yen strength benefits and yen strength resistance" are characteristics of sectors such as retail, transportation, information communications, pharmaceuticals, and electricity and gas, which are attention-grabbing.」「Sectors such as retail, transportation, information communications, pharmaceuticals, and electricity and gas have characteristics such as "defensive" and "yen strength benefits and yen strength resistance", which are attention-grabbing.Attention is focused on domestic demand stocks in sectors such as retail, transportation, information communications, pharmaceuticals, and electricity and gas, which have characteristics such as "defensive" and "yen strength benefits and yen strength resistance".Domestic demand stocks in sectors such as retail, transportation, information communications, pharmaceuticals, and electricity and gas are attracting attention.From September to November, attention is focused on events such as the monetary policy meetings of Japan and the US, the election of the leader of the Liberal Democratic Party, and the US presidential election.From September to November, there will be events such as the monetary policy meetings of Japan and the US, the election of the leader of the Liberal Democratic Party, and the US presidential election.Due to the continuation of large events, there is a possibility that the preference for defensive domestic stocks with few variables will continue for a while. Check domestic stocks with high domestic sales ratio (over 85%) that have significantly increased.
Seibu Holdings, which is currently experiencing a buying frenzy, is a core internal demand stock. Seibu Railway and Prince Hotel are the core businesses. Real estate is also expanding. Singaporean activist investor 3D Investment holds over 5% of the company's shares. There are plans to transfer the complex building "Tokyo Garden Terrace Kioicho" built on the former site of Akasaka Prince Hotel within the fiscal year 2024, and there is a possibility that this will result in an increase in net profit for the current fiscal year due to the capital gain from the sale.
◆ $Seibu Holdings (9024.JP)$
Seibu Railway and Prince Hotel are the core. Real estate is also expanding...

$Apple (AAPL.US)$In recent years, it has faced sluggish stock prices and a decline in market share in major markets. Under these circumstances, much attention has been drawn to the company's development conference, WWDC 24 (Worldwide Developers Conference 24).
At WWDC this year, AI functions such as image editing, summarization, meeting material creation, email drafting, and translation are attracting attention. The smooth integration of these could greatly improve the iPhone's convenience. If this announcement succeeds, it is expected that the iPhone will once again attract consumers' attention and become a catalyst for new model sales.
Depending on WWDC's announcement this year, the result may be that there will be a big difference between other companies in the smartphone market as well.
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$Super Micro Computer (SMCI.US)$
I checked the 2030 stock price forecast with generated AI.
You are responsible for your own judgment, but when compared to other major stock price predictions
① NVDA: $1800 to $5000 ② SMCI: $4500 to $8100. I don't think the rarity value is half-hearted.