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 29, 2024 at 7:00 PM.

Everyone, good morning, good afternoon, and good evening. The unexpected victory of candidate Shigeru Ishiba in the LDP leadership election caused a sharp drop in Nikkei futures at that moment, triggering such a market impact that even the circuit breaker was activated. As an investor, it was a shocking leadership election, but I want to calmly seize this opportunity. I thought about looking at the next general election from an investor's perspective, What anana wants.

The serial article by a female investor in her forties who was the runner-up in the Evening Fuji-sponsored Stock 1GP Grand Champion Tournament (21st fiscal year) is now in its second year... already the 88th installment. Along with the title column this time, I will introduce some recently popular stocks.

Mr. Shigeru Ishiba, who once competed with the late Prime Minister Shinzo Abe for power. The kingmaker who supported Mr. Ishiba in this leadership election is the irony of Mr. Abe's confidant, former Prime Minister Yoshihide Suga, who carried out political strategies in Mr. Abe's home turf. Even in a political party that claims to be conservative, the fact that such a twisted 'no-holds-barred battle' is taking place requires various reporters to handle it. Therefore, in this column, based on Mr. Ishiba's principles and personality, I would like to introduce stocks that I have handpicked under the theme of 'Ishiba Shigeru-related stocks'.

First, we would like to pick out the shares that Shigeru Ishiba actually holds from the list of shares. These include Mitsubishi Heavy Industries <7011>, Kawasaki Heavy Industries <7012>, known for defense-related products. Also, Japan Steel Works <5401> and JFE Holdings <5411>, which are involved in crude steel production used in weapons manufacturing. It is essential to check Tokyo Electric Power HD <9501> and Kansai Electric Power <9503>, as Ishiba also advocates for nuclear power. Known for his love of railroads, he also holds shares in Tokyu <9005>, so he may be interested in railroad-related stocks.

Furthermore, as mentioned earlier, Ishiba is known as a 'defense otaku'. In addition to the representative shares mentioned earlier, he is also eyeing smaller stocks such as Nippon Steel & Sumitomo Metal <5631>, a manufacturer of defense equipment, Toyoda Iron Works <6203>, a Japanese rifle maker, and Ishikawajima-Harima Heavy Industries <6208>, which handles defense equipment such as mines. Also, in addition to defense, Ishiba has proposed the establishment of a 'Ministry of Disaster Prevention' in earthquake-prone Japan. This highlights the significance of stocks like Teikoku Sen-I <3302> and Morita Holdings <6455>, which deal with disaster relief vehicles and firefighting equipment, as well as Nohmi Bosai <6744>, which manufactures fire alarms and firefighting facilities, and Nippon Hume <5262>, which focuses on seismic reinforcement of water pipes, all worthy of attention not only from a gainianbankuai perspective but also due to their price movements.

Finally, let's introduce stocks related to 'regional revitalization' as advocated by Ishiba. Amefutoyohi <5616>, the company behind the producer-to-consumer app 'Pocket Marche', which gained attention due to the shortage of rice in Reiwa era, has the potential to become popular among individuals as a recent IPO. Speculation is ongoing for companies related to hometown tax payments such as Sainex <2376>, Change HD <3962>, and iMobile <6535>.

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

In my recent blog posts, in addition to the shares mentioned above, I pick out the 'Top 3 Stocks to Watch' each month as part of the 'Solitary Stock 1GP' and measure their price range every weekend. Of course, there is a variety of topics other than stocks... so feel free to enjoy them for thrills (laughs). Well then, have a nice trade.

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Author name: Sanasae

Blog name: 'Sanasae's Beautiful Investment Life'