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 November 11, 2024, at 10:00.

The main event of 2024, the U.S. presidential election, has ended safely. As expected, it seems that Mr. Trump’s support base, including hidden Trump supporters, was strong. After the presidential election, there is a sense that both good and bad news will start to emerge.

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

Despite being reported as a close race by various Japanese media, it turned out that Mr. Trump won decisively. It will be interesting to see what kind of economic policies the newly elected Trump will implement.

Japanese stocks also showed a remarkable increase on November 6, as expectations regarding Trump’s election grew. It is surprising how different the market is from when Prime Minister Ishiba was elected. Since Mr. Trump makes decisions on various policies with a sense of speed, there could be inflows of short-term funds related to these policies.

After the U.S. presidential election, the three major U.S. indices have reached all-time highs, increasing expectations for the honeymoon period. Will Japanese stocks follow the rise of U.S. stocks? To be honest, the current Japanese political situation lacks stability... Japanese stocks did not show strength in the context of the House of Representatives election market.

The rise in U.S. stocks due to the presidential election and the Federal Reserve's interest rate cuts is seen positively for japanese stocks. However, it seems necessary to keep in mind the risk of the prime minister of japan changing again and that the Bank of Japan is watchfully aiming for interest rate hikes. For now, riding on the honeymoon period anticipated for the year-end rally, I will check individual stocks that are strong after passing earnings reports.

Dream Incubator <4310>, primarily engaged in corporate consulting at Dentsu Group, reacted after opening a window following the earnings reports on November 1. The announcement that this year's annual dividends would amount to 423 yen, including a special dividend, seems to have been well received. I would like to continue to strengthen monitoring not only on dividends but also on the candlestick chart.

JMDC <4483>, which builds medical databases and provides digital solutions to pharmacies, has formed a solid candlestick chart even after the earnings reports on November 5. As of November 8, UBS Securities set the target stock price for the company at 5200 yen.

FCC <7296>, which handles clutches for two-wheelers and is affiliated with Honda, was positively received after announcing that the annual dividend for this period would be 202 yen, including a commemorative dividend. With strong earnings reports, it is said that a share buyback will also be implemented with a total acquisition amount capped at 2.5 billion yen. The p/b ratio remains below 1 after the reaction, and I am monitoring how the future candlestick chart (daily) will unfold.

M&A Capital HD <6080>, with an earnings report on October 31, also projected increased profits for the fiscal year ending September 2025. Recently, lower prices are being raised. If rising interest rates worsen the cash flow of small and medium-sized enterprises, demand for M&A and consulting might also increase.

Sanwa Technos <8137>, a specialized trading company for electronic components, was positively received for its announcement of increased dividends alongside the earnings reports. It seems that investor interest is growing following the announcement regarding changes in the shareholder return policy and the revision of dividend forecasts for the fiscal year ending March 2025.

Finally, Soken Chemicals <4972>, a leading manufacturer of acrylic raw material adhesives focused on cosmetics, announced earnings on November 5, which were good enough to be upwardly revised. The earnings forecast for the fiscal year ending March 2025 is expected to vastly exceed the previous record profit figures. Both the p/e ratio and p/b ratio are undervalued, and I am watching whether the company will improve its shareholder returns.

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