Individual Investor Gyokusuke Limited: Data center related stocks are expected to continue to be popular! What are stocks that Ima is paying attention to? [FISCO Social Reporter]

Fisco Japan · May 11 21:00

以下は、フィスコソーシャルレポーターの個人投資家「有限亭玉介」氏（ブログ：儲かる株情報「猫旦那のお株は天井知らず」）が執筆したコメントです。フィスコでは、情報を積極的に発信する個人の方と連携し、より多様な情報を投資家の皆様に向けて発信することに努めております。

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※2024年5月6日14時に執筆

円安も相まって、外資IT企業が続々と日本のデータセンターへ巨額投資を発表しております。米国金利などを発端に地合いが悪化している株式市場で、この好材料がどのタイミングで株価に織り込まれるのか、あるいは既に織り込み済みなのか…注視したいところですねぇ。

改めまして株＆猫ブログ「儲かる株情報『猫旦那のお株は天井知らず』」を執筆しております、有限亭玉介と申します。

これだけ外資が日本にデータセンター関連の設備投資を行っている背景には、ガバメントクラウド（政府クラウド）の存在があるようです。全国の自治体でコスト削減やサービスを標準化できるよう、デジタル庁がITインフラの構築に邁進中というわけですな。

マイクロソフト、アマゾン、オラクル、グーグルなど名だたる有名企業が日本への投資を発表しております。専門家の意見では、外資系企業のクラウドを活用する事で全国自治体のコスト削減に繋がるのかは懐疑的なようですが、デジタル庁をはじめ日本政府が投資を呼び込むという意味では投資家として歓迎すべき事でしょう。

それに加えて、以前から言われているようにAIの需要拡大によるデータセンターへの投資も活発化しております。これから多くのデータセンターが建設されるのであれば、データセンターを構成する部品や保守・管理まであらゆる企業に思惑がありそうですねぇ。ガバメントクラウドに関連するニュースも引き続き追っていきたいところです。

直近の相場はまだ安心はできないものの、ボラティリティの高さに慣れてきた印象もあります。それでも、◯◯ショックと名前が付くほどの暴落ではありませんでした。日経平均が25日線・75日線を上抜けば強気ムードに転換するか…。さて今回は、テーマ性にもさらなる熱を帯びてきているデータセンター関連をチェックして参りますよ。

まず外せないのが、昨年「ガバメントクラウド整備のためのクラウドサービス」に認定された折にもご紹介したさくらインターネット＜3778＞ですねぇ。政府クラウドに関連した政府からの補助金の思惑もあり、25年3月期は過去最高益を更新する見通しです。同じくデータセンター運営のブロードバンドタワー＜3776＞も、直近の決算で業績改善しておりますし、出遅れとしても人気化なるかと注視中です。

データセンターでのネットワーク・クラウドサービスを手掛ける東計電算＜4746＞も、底堅いチャートで5月7日の決算発表後も注視ですな。独立系データセンター大手のアイネット＜9600＞も業績好調。直近のチャート(日足)は軟調ながら、底を打って切り返すか。新たなデータセンター建設の報道で、短期資金が流入する可能性もありそうです。

4月23日の上方修正が好感されたフリービット＜3843＞は、5Gも含めたIoTインフラ網構築において思惑があり、業績も過去最高益の水準です。チャート(日足)は落ち着いており、PERも割安で監視中。

昨年8月にもご紹介しておりますねぇ。フリービットと同様に、受変電設備・開閉装置などの電設・インフラ網を手掛ける正興電機製作所＜6653＞は好調な業績を背景にチャートも右肩上がりです。株価にもまだ過熱感が出てきていないところを見るとまだ上値を追う事になるでしょうか。

直近IPOからは、製造業向けにAIを用いたシステムやDXコンサルティングを提供するVRAIN Solution<135A >です。AI関連として物色されている同社は、4月15日の決算は好調ながら売りを浴びて底値圏での推移となっています。同社に限らずハイテク・グロース株への売り圧力は異常な気もしますので、バーゲン価格で拾える可能性もありそうです。

最後はMVNOやGPS管理のほかAI、ドローン、半導体製造装置関連としても注目されるFIG＜4392＞です。昨年11月の高値372円を上回って、上昇トレンドに乗っておりますな。テーマ性も豊富で業績好調ですので、どこまで下値を切り上げるか監視です。

さて、ちょっとお話が長くなりましたが、あたくしのブログではそんな「今強含んでいる個別株・テーマ株」を紹介しています。お暇があれば覗いてみてやってください。愛猫「アル」と共にお待ち申し上げております。

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執筆者名：有限亭玉介

ブログ名：猫旦那のお株は天井知らず

Below is a comment written by FISCO Social Reporter's individual investor “Tamasuke Limited” (blog: Profitable Stock Information “Cat Husband's Stock Knows No Ceiling”). FISCO is working to disseminate more diverse information to investors by cooperating with individuals who actively disseminate information.

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※Written at 14:00 on 2024/5/6

Coupled with the depreciation of the yen, foreign IT companies are announcing huge investments in Japanese data centers one after another. In the stock market, where conditions have deteriorated due to US interest rates, etc., I would like to keep a close eye on when this favorable material is factored into stock prices, or whether it has already been factored in...

Once again, my name is Kyusuke Limited, and I'm writing the stock & cat blog “Profitable Stock Information “Cat Husband's Stock Knows No Ceiling”.

There seems to be a government cloud (government cloud) behind the fact that foreign investors are making such data center-related capital investments in Japan. The Digital Agency is working hard to build IT infrastructure so that local governments around the country can reduce costs and standardize services.

Famous companies such as Microsoft, Amazon, Oracle, and Google have announced their investments in Japan. In the opinion of experts, there seems to be skepticism about whether utilizing the cloud of foreign-affiliated companies will lead to cost reductions for local governments nationwide, but in the sense that the Japanese government, starting with the Digital Agency, will attract investment, it is something that should be welcomed as an investor.

In addition to that, as has been said before, investment in data centers is also becoming more active due to growing demand for AI. If many data centers are to be built in the future, it seems that all companies, from parts that make up data centers to maintenance and management, will have doubts. I would like to continue to follow news related to Government Cloud.

Although recent market prices are still unreassuring, there is also an impression that they have gotten used to the high level of volatility. Even so, it wasn't such a crash that it was named the ◯◯ shock. If the Nikkei Average crosses above the 25-day line and the 75-day line, will it shift to a bullish mood... Well, this time, I'm going to check out data center-related topics that are becoming even more heated.

The first thing you can't miss is Sakura Internet ＜3778＞, which was introduced when it was certified as a “cloud service for government cloud development” last year. There is also speculation about subsidies from the government related to the government cloud, and it is expected that the fiscal year ending 25/3 will hit a record high. Broadband Tower (3776), which also operates data centers, has improved its performance due to recent financial results, and we are closely monitoring whether it will become popular even if it is late.

Tokei Densan (4746), which handles network and cloud services at data centers, is also closely watched even after financial results were announced on 5/7 with a solid chart. iNet (9600), a major independent data center company, is also doing well. While the most recent chart (daily chart) is soft, will it hit bottom and turn back? There is also a possibility that short-term funds will flow in due to reports of new data center construction.

Freebit (3843), whose upward revision on April 23 was well received, has speculations about IoT infrastructure network construction, including 5G, and its performance is also at a record high level of profit. The chart (daily chart) is calm, and PER is also being monitored at a low price.

They also introduced it in August last year. Similar to FreeBit, the chart of Seiko Electric Works (6653), which handles electrical installations and infrastructure networks for power receiving and substation equipment, switchgear, etc. is also rising steadily against the backdrop of strong performance. If you look at places where there is still no sense of overheating in stock prices, will they still chase the rise?

<135A >Starting with its most recent IPO, VRAIN Solution provides systems and DX consulting using AI to the manufacturing industry. The company, which is being searched as AI-related, received sales while the financial results on 4/15 were strong, and it is moving in the bottom price range. I also feel that selling pressure on high-tech growth stocks, not limited to the company, is abnormal, so there seems to be a possibility that they can be picked up at bargain prices.

Finally, in addition to MVNOs and GPS management, FIG (4392) is attracting attention as being related to AI, drones, and semiconductor manufacturing equipment. It surpassed the high price of 372 yen in November last year and is on an upward trend. There are plenty of themes, and performance is strong, so we are monitoring how far lower prices are rounded up.

Well, I've been talking a bit long, but my blog introduces such “individual stocks and theme stocks that are strong now.” If you have free time, please take a look. We look forward to seeing you with our beloved cat “Al.”

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Author's name: Gyokusuke Kotei

Blog name: Cat Husband's Stock Knows No Ceiling

Disclaimer: This content is for informational and educational purposes only and does not constitute a recommendation or endorsement of any specific investment or investment strategy. Read more

個人投資家・有限亭玉介：データセンター関連株の人気は継続見通し！イマ注目する株とは？【FISCOソーシャルレポーター】

Individual Investor Gyokusuke Limited: Data center related stocks are expected to continue to be popular! What are stocks that Ima is paying attention to? [FISCO Social Reporter]

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