Individual Investor Gyokusuke Limited: Summer Market Shares the Light and Dark of Popularity! 6 stocks as seen on the bullish chart! [FISCO Social Reporter]

Fisco Japan · Jun 28 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6月24日10時に執筆

これから株式市場にとって良いイベントがあればいいのですが、選挙イヤーであっても期待はできなさそうですねぇ…。テーマや政策関連のイベントに期待できないのなら、業績期待のある個別銘柄をチェックして参りますよ。

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。

東京都知事選が近づいても、株式市場を刺激するような材料はそこまで出てこないのではないですかねぇ。政治主導で株式市場にマネーが流入する材料があればいいのですが、半導体関連の隆盛以降は話題性のあるテーマも見当たりません。

日本の気温もふつふつと上がってきたところで、株式市場はこのまま「夏枯れ」となってしまうのでしょうか。日本だけでなく米国や欧州のマクロ経済指標を見ても、自信を持って先行きは明るいとは言えません。必ずしも景気と株価は連動するわけではないとしても、株式市場に不安感が漂っている事は明らかです。

インフレが落ち着いて世界各国の中央銀行が利下げの議論をしているのは理解できますが、インフレも景気も芳しくない日本が利上げを議論するのには正直、疑問しかありませんな。そのような違和感を株式市場は敏感に感じ取っているのかもしれません。選挙でそのような状況を打破できる期待感があれば良いのですが、そんなムードはまだ感じられません。

6月28日のイランの大統領選挙、7月上旬のフランスとイギリスの選挙などで日本の株式市場が大きく値上がりする要素も無さそうです。東京都知事選挙を経て米大統領選や自民党総裁選が近づけば、徐々に株式市場が反応し始めるのではないでしょうか。今のような外部環境が悪い中では、信じられるのは好チャートの業績期待株ですかねぇ…。

ここ最近は電力関係の銘柄が物色されている事もあり、まずは業績好調のライトアップ＜6580＞をチェックして参ります。直近では省エネ補助金の申請支援を開始すると発表して好感されたようです。小型株ながら、じわじわと上昇トレンドを形成しております。DX・AIの導入でも思惑があるか。

25日線を下値に上昇トレンドを築いている保土谷化学＜4112＞は、プリンター用トナーなどを手掛ける企業ですな。業績も堅調で直近の決算で増配も発表しておりますよ。年初来高値を更新しているチャートでも、PBRは割安です。

こちらもPBRの割安感が目立っている、いよぎんHD＜5830＞です。金利上昇の思惑から銀行株には幅広く買いが入りましたな。25年3月期は前年比で減益予想ですが、増配や金利上昇圧力が高まっている事を考えるとトレンドがどこまで続くか監視です。

総合設備大手のダイダン＜1980＞は、25年3月期が過去最高益を更新する見通しとなりました。空調設備に強みを持つ同社は、データセンターの新設ラッシュにより業績寄与している模様です。直近のチャート(日足)は25日線を割りますが、電気や水道衛生工事等までカバーしている同社へのニーズは堅いとみて注視しております。

半導体関連として思惑のあるワイエイシイHD＜6298＞は、底値圏から上放れしてきたようですねぇ。メカトロニクスから医療機器まで幅広く手掛ける同社も、業績は拡大傾向となっております。25日線・75日線を上抜いて、トレンド転換できるか監視を強めていきたいですよ。

最後は環境リサイクル分野に強みを持つDOWA＜5714＞です。上昇基調の高値圏から6月に入ってチャートは落ち込みますが、しっかりと反発も確認しております。PBRも割安で、増配や自社株買いの発表で動意する可能性があるか要チェックです。

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

The following is a comment written by a FISCO social reporter for individual investors, Mr. Yuusuke Yuge (Blog: Profitable Stock Information" Nekodanna's Stock Never Ceilings "). At FISCO, we strive to work with individuals who are actively disseminating information to deliver a diverse range of information to investors.

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* Written on June 24, 2024 at 10:00

It would be nice if there were good events for the stock market in the future. However, even though it is an election year, it doesn't seem like there are any expectations... So, let's check individual stocks that have performance expectations if there are no theme or policy related events to expect.

I am Yugi Yuge, who writes a stock and cat blog called 'Profitable Stock Information "Nekodanna's Stock Never Ceilings"'.

As the Tokyo gubernatorial election approaches, it doesn't seem like there will be any materials that will stimulate the stock market. It would be great if there were materials that would bring money into the stock market through political leadership, but there are no topics after the prosperity of the semiconductor industry.

Even though the temperature in Japan has been rising, will the stock market continue to remain in a "summer drought"? This can't be said with confidence, even when we look at macroeconomic indicators not only in Japan, but also in the USA and Europe. Although the economy and the stock prices don't necessarily correlate, it is clear that anxiety is prevalent in the stock market.

I understand that inflation has subsided and central banks around the world are discussing interest rate cuts. However, I honestly have doubts about why Japan, whose inflation and economy are not great, is discussing interest rate hikes. It may be that the stock market is sensitive to such discrepancies. It would be great if there were expectations that could break such a situation in the elections, but such a mood has not yet been observed.

There doesn't seem to be any element that would lead to a significant increase in the Japanese stock market in events such as the Iran presidential election on June 28 and the elections in France and the United Kingdom in early July. If we go through the Tokyo gubernatorial election, the U.S. presidential election, and the Liberal Democratic Party leadership election, the stock market may gradually begin to react. Given the current unfavorable external environment, all we can trust is growth stocks with good charts.

Recently, stocks related to electricity have been sought after. First, let's check the well-performing Light Up <6580>. Its support for energy-saving subsidies has been announced and well received by the market. Even though it is a small-cap stock, it has been gradually rising. There are also expectations for introducing DX/AI.

Hoteya Chemical <4112> has been creating an uptrend with the 25-day moving average as the lower limit. The company handles products such as toner for printers, and its performance is also strong with an announcement of increased dividends in the previous earnings report. The PBR is cheap even though the chart has updated the year-to-date high.

Here is IYO Bank HD<5830>, where its PBR's cheapness stands out. Bank stocks have seen a wide range of buying support due to expectations of a rise in interest rates. Although the bank's earnings are expected to decline from the previous year for the fiscal year ending March 2025, it is essential to monitor how far its trend will continue, considering the fact that dividend increases and pressure for rising interest rates are increasing.

Daidan <1980>, the comprehensive facility giant, is expected to achieve record-high profits for the fiscal year ending March 2025. The company specializes in air conditioning facilities, and it seems that it is contributing to its performance due to the new construction rush for data centers. Although the chart (daily) has fallen below the 25-day moving average, demand for the company which also covers electrical and water sanitation works is strong, and we will keep an eye on it.

As for WeiChuanShi HD <6298>, which has expectations as a semiconductor related company, it seems that it has risen from its bottom range. The company handles a wide range of businesses from mechatronics to medical devices, and its earnings are also expanding. We would like to keep a close eye on whether it can change its trend by breaking above the 25-day and 75-day moving averages.

Lastly, there's DOWA <5714>, which has expertise in the environmental recycling field. The chart has been declining since entering its high range of the uptrend in June. However, it has also been rebounding solidly. The PBR is also cheap, making it necessary to keep an eye on its motivation with the announcement of increased dividend and share buyback programs.

Well, the story has become a bit long, but on my blog, I introduce "individual stocks and theme stocks that are currently strong". Please take a look if you have time. We look forward to welcoming you with our beloved cat, "Al".

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Author Name: Yuugentei Tamaki Blog Name: The Cat Master's Stocks Know No Limits

Blog Name: The Cat Master's Stocks Know No Limits

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：人気の明暗がわかれる夏相場！上昇チャートで見る６銘柄！【FISCOソーシャルレポーター】

Individual Investor Gyokusuke Limited: Summer Market Shares the Light and Dark of Popularity! 6 stocks as seen on the bullish chart! [FISCO Social Reporter]

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