Stock blogger Sana Sae focuses on cybersecurity and individual stocks! [FISCO Social Reporter]

Fisco Japan · Jul 6 04:00

以下は、フィスコソーシャルレポーターの個人投資家「さなさえ」氏（ブログ：『さなさえの麗しき投資ライフ』）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7月3日15時に執筆

皆様、おはこんばんちは。泣いても笑っても、間もなく国政をも占う、東京都知事選の開票です。有象無象の泡沫候補者が乱立した今回…少しでも選挙に無関心な層が触発されて投票率が上がってくれればいいんですけどね。さらにそれを助長する為に、日本でも米国大統領選のようにTV公開討論会をドシドシやって候補者達がシノギを削る機会を作ればいいのですが、どうやら今期、それを逃げ続けた有力候補者もいらっしゃるようで…相変わらず日本の政治屋さん達にはゲンナリさせられる、さなさえです。

夕刊フジ主催・株1GPグランドチャンピオン大会・準優勝（21年度）のアラフォー女性投資家が綴る当記事の連載も2年目…はや77回目です。今回も表題のコラムと共に、最近の注目株をご紹介していきます。

＜7月相場はどうなる？＞

新春相場の株高から節分の時期に株価が天井をつけて下落し、春のお彼岸の頃に株価が底をつけるという「節分天井・悲願底」という言葉もあるように、7月相場には「七夕天井・天神底」という相場格言あります。お察しの通り、7日の七夕の頃に株価は目先の天井をつけて、大阪天満宮で行われる天神祭の頃に底をつけるという事ですね。

ただし、近年はETFの分配捻出に伴う売りもあって「七夕底」になる事も多いようです。実際、大和証券の試算によれば先物・現物の売りが7月8～10日に1.2兆円程度予想されるとの事で、都知事選を終えた週明けからの相場は『上値が重そう』である事が予想されます。さらに言えば6月21日の時点で4兆9117億円にも至る、高水準に積み上がった信用買い残が重くのしかかる形です。だからこそ、目先の相場においては、グロース株など個人投資家の関与率が高く・信用買い残の多い銘柄は触らない方が無難でしょう。

という訳で、これまでご紹介してきた円安メリットを受けるインバウンド関連株など、好業績期待があり、上昇チャートを描いている株を無難に狙っていくのがベターですね。今回は直近でわたしが「これは！」と凝視している個別株、テーマ株をご紹介していきます。

＜サイバーセキュリティ関連と注目個別株＞

さて、まずはKADOKAWA＜9468＞や「ニコニコ動画」などへのサイバー攻撃などの一連の問題に際して物色されているサイバーセキュリティ関連株に注目したいと思います。エヌビディアの台頭によるAI市場の急成長を背景に、政府による内閣サイバーセキュリティセンターへの人員増、米IT大手であるシスコが日本におけるサイバーセキュリティ事業強化などの動きもあって、足元ではいつでも噴き上がりそうな雰囲気でしたね。

今週、早速動いてきたのはアズジェント＜4288＞、FFRIセキュリティ＜3692＞、セキュアヴェイル＜3042＞などですが、まだまだこれらも注目できそうですね。また、AI技術を駆使したサイバー攻撃の可視化・遮断する「攻撃遮断くん」を手掛けるサイバーセキュリティクラウド＜4493＞はその出遅れの一つとしてチェックです。そして明確に上昇チャートを描いてきている、各種セキュリティ製品を揃えるラック＜3857＞や、サイバートラスト＜4498＞、No.1＜3562＞も注目したいと思います。

また個別株と言えば、直近でヘッドウォータースと共同で生成AIを用いたサービスを展開していく事で合意した情報戦略テクノロジー＜155A＞、防衛機器への需要が高まっている事から日本アビオニクス＜6946＞、東京計器＜7721＞、そしてここ最近注目されるレジェンド投資家さんである清原達郎氏の保有が話題の遠藤製作所＜7841＞、政府推進の外国人労働者関連であるnmsホールディングス＜2162＞をピックアップさせて頂きます。いずれも今後のチャート形成でも期待できそうだとチェック中です。

はい、今回は以上です。

ここ最近のわたしのブログでは、上記でご紹介した株以外にも「さなさえのひとり株1GP」として月毎の『注目３銘柄』をピックアップして、毎週末にその値幅を計測しています。もちろん株以外のネタも多種多様…怖いもの見たさでもお気軽にどうぞ (笑)。ではでは。Have a nice trade.

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執筆者名：さなさえ

ブログ名：『さなさえの麗しき投資ライフ』

Below is a comment written by a personal investor, "Sanasae", a Fisco Social Reporter (blog: 'Sanasae's Beautiful Investment Life'). At Fisco, we work to collaborate with individuals who actively disseminate information to provide a greater variety of information to investors.

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Written on July 3rd, 2024 at 3:00 pm. In 2023, the company's overall sales volume was 18,000 kiloliters, a +28.10% year-on-year increase, which is a significant growth. As for the product structure, the operating incomes of 10-30 billion yuan products are 401/1288/60 million yuan respectively.

Good morning, good afternoon, and good evening, everyone. The vote counting for the Tokyo gubernatorial election, which is about to affect national politics, will soon take place, amidst tears and laughter. This time, various unknown candidates have emerged... I hope that even a small number of voters who are indifferent to the election will be inspired to participate in the election. To further promote this, it would be great if TV debates like those in the US presidential election could be held in Japan, but it seems that some of the leading candidates have been avoiding them this season... As usual, I'm a bit discouraged by Japanese politicians.

This is our second year of this series, the 77th article of which is written by a female investor in her 40s who won second place in the Evening Fuji-sponsored 1GP Grand Champion tournament in 2021. We will introduce the recently spotlighted stocks along with the title column in this article.

Like the saying "Setsubun ceiling and Higan bottom," which refers to the fact that after a stock high in the new spring season, stock prices fall and hit bottom around the equinox, there is also a saying in the July market called "Tanabata ceiling and Tenjin bottom." As you can probably guess, stock prices tend to hit a ceiling around Tanabata Day on July 7th and hit a bottom around Tenjin Festival held at the Osaka Tenmangu Shrine.

However, in recent years, due to the sale of ETFs, the market often hits a bottom in July, known as the "Tanabata bottom." As a matter of fact, Daiwa Securities estimates that the sale of futures and stocks is expected to be around 1.2 trillion yen from July 8th to 10th, so the market after the Tokyo gubernatorial election is expected to have "heavy upward pressure." Furthermore, there is already a large amount of credit purchases of high 4 trillion 911.7 billion yen as of June 21st, which is weighing heavily on the market. That is why, in the short term, it is better to avoid touching growth stocks and other stocks with a high involvement rate and a lot of credit purchases by individual investors.

So, it is better to aim for stocks that are expected to have good performance, such as stocks related to inbound that benefit from the weak yen we introduced so far and are drawing an upward chart. This time, we will introduce individual stocks and theme stocks that I have been focusing on recently, along with the title column.

First of all, I would like to draw attention to cybersecurity-related stocks that are being scouted due to a series of issues such as cyberattacks on KADOKAWA <9468> and "Nico Nico Douga". Against the backdrop of the rapid growth of the AI market, there have been moves to strengthen the cybersecurity business in Japan, such as an increase in personnel at the Cabinet Cybersecurity Center by the government and efforts by the US IT giant Cisco to strengthen its cybersecurity business in Japan, creating an atmosphere that can erupt at any time.

This week, the stocks that have already started moving are Azjent <4288>, FFRI Security <3692>, and SecureVeil <3042>, but these are still worth watching. Cyber Security Cloud <4493>, which handles "Attack Block-kun," which visualizes and blocks cyberattacks using AI technology, is one of the latecomers to keep an eye on. We also want to draw attention to Rack <3857>, which clearly draws an upward chart by offering various security products, and Cyber Trust <4498> and No.1 <3562>, which have been attracting attention recently because of the shareholding of Tatsuro Kiyohara, a legendary investor, as well as NMS Holdings <2162>, which is related to the promotion of foreign workers in the Japanese government.

Lastly, when it comes to individual stocks, we pick up Information Strategy Technology <155A>, which recently agreed with Headwaters to develop services using AI, Japan Avionics <6946>, Tokyo Keiki <7721>, and Endo Seisakusho <7841>, a topic of discussion because of Tatsuro Kiyohara's shareholding, and NMS Holdings <2162>, which is related to the promotion of foreign workers in the Japanese government. We are checking them out as they all have expectations for chart formation in the future.

Yes, that's all for this time.

In my recent blog, in addition to the stocks introduced above, I pick up the 'Top 3 Stocks to Watch' every month as 'Sanae's Solo Stock 1GP' and measure their price range every weekend. Of course, there are various topics other than stocks... Please feel free to enjoy it even if you are curious or scared (lol). Well then, have a nice trade.

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Author name: Sanasae

Blog name: 'Sanasae's Beautiful Investment Life'

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

株ブロガー・さなさえ：注目のサイバーセキュリティ関連と個別株！【FISCOソーシャルレポーター】

Stock blogger Sana Sae focuses on cybersecurity and individual stocks! [FISCO Social Reporter]

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