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 September 25, 2024 at 7:00 pm

Hello, everyone. Good morning, good afternoon, and good evening. Just when we thought the lingering summer heat had subsided, it suddenly became cold, and autumn has arrived. As I enjoy the newly harvested rice and saury, I am keeping an eye on the candidate who is advocating for agricultural reform and the goal of achieving a "food self-sufficiency rate of 100%" in the next Liberal Democratic Party leadership election.

This marks the second year of the serialized article written by a female investor in her forties who was the runner-up in the Evening Fuji's sponsored Stock 1GP Grand Champion Tournament in the 2021 fiscal year... Already the 87th edition. Along with this column's main topic, I will be introducing some recently popular stocks.

The US Federal Reserve Board (FRB) decided on a larger-than-usual 0.5% interest rate cut at the FOMC on September 18, which has propelled the stock market to a rapid rise. (Until September 24, the Dow has risen for four consecutive days) What does it mean that the US has entered into a cycle of interest rate cuts? It means that central banks of various countries, including the ECB, find it easier to shift towards interest rate cuts. Of course, not only our country but also other major countries are far from reaching the level of inflation in the US. Nevertheless, the US interest rate cut decision will have global significance.

On the other hand, at the Bank of Japan meeting held on the 20th, the decision was made to maintain the current rate (0.25%) as per market consensus, and the monetary policy decisions of Japan and the US passed smoothly. The Nikkei Stock Average also continued to rise. While the outlook of narrowing the interest rate gap between Japan and the US in the medium to long term is positive, Bank of Japan Governor Kuroda has not changed his hawkish stance towards future rate hikes, which is likely to keep the trend of the strong yen weighing on Japanese stocks. If that's the case, attention may also be drawn to yen beneficiary stocks like Kobe Bussan <3038>, Nitori HD <9843>, Seria <2782>, and Rakuto Japan <3139>... Following the sell-off in August, the trend of buying mid-cap stocks in the US on expectations of rate cuts seems to be flowing into Japan, so this time, I will focus on such stocks.

First of all, Astro HD, which was introduced in this article on the 7th, is becoming popular mainly among individuals, right? Speaking of space-related stocks in the same theme, IHI <7013>... this one is also becoming popular. Nikko Securities has raised its target stock price to 8,200 yen. Additionally, QPS Institute <5595>, which had been bought due to the recent announcement of the images acquired by the small SAR satellite, is expected to announce new materials such as expanding its sales channels.

From biotech stocks, we are paying attention to Qualiphs <4894>, which is expected to expand with iPS cell myocardial sheets, San-bio <4592>, which is drawing attention to the new progress of SB623 'Acugo', and Anges <4563>, which had surged after announcing that its gene therapy product 'Collategene' was designated as a groundbreaking new drug in the USA. In a market where trends are shifting towards buying small and mid cap stocks, various news stimulate short-term capital primarily from individual investors.

While there is no overheating yet, when it comes to themes with growth expectations, AI-related themes stand out. Despite the decision to postpone the listing of its main trading partner Kioxia, companies such as Fixstars <3687> with a reputation in the quantum computer field, PKSHA Technology <3993> collaborating with major shareholder Toyota Motor, pluszero <5132> with superb performance driven by the overall AI needs of companies, and Headwaters <4011> that industry analysts still focus on for their growth prospects are expected to see an upward trend in stock prices in the future.

Finally, from the intriguing stocks... Kaonavi <4435> with superb performance. Laxus <3923> has been increasing its shareholding. Also, AI Meccatech <6227> announced winning major orders from overseas leading semiconductor-related manufacturers, and AeroEdge <7409> announced expanding the production of aircraft parts, leading to increased trading volume, so they are attracting attention.

Yes, I would like to introduce more, but that's all for now.

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'