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.

-----------

※Written on November 27, 2024 at 11:00.

Hello everyone. "Now, prepare for launch. Close the energy valve. Start energy filling. Safety lock, release. Target scope, open. Movie cross gauge brightness 20. Energy filled to 120%. Shock-resistant, flash-resistant. Final safety, release. 'Trump Cannon,' fire"... I want to say such lines somewhere someday, Sanasae.

For the second year of serialization, the article written by a female investor in her forties who was the runner-up in the 'Stock 1 Grand Prix Grand Champion Tournament (Fiscal Year 21)' hosted by the Evening Fuji has reached its 96th installment already. Along with the titled column this time, I will introduce recent popular stocks.

President Trump's nostalgic social media statements... the so-called 'Trump Cannon.' Following the record highs of the US Dow Jones Industrial Average this week, it was expected that Japanese stocks would also rise on the 26th... However, due to the 'barrage' concerning additional tariff proposals against China, Mexico, and Canada just before, Japanese stocks were discouraged and fell. As a result, the gains from the previous day, the 25th, were given up.

"I feel again about President Trump's reelection..." Even while feeling that, if there are no major changes in the current administration in the next four years, we must prepare ourselves to put up with this. However, investors should be mindful that this is a 'trump card' in the US president's diplomatic and business deals, and they should be prepared for that. Conversely, if you check the previous president's arguments and statements, you may be able to predict the next move for a development close to the future.

However, it's already the end of the year. As participation from overseas investors gradually decreases in the Japanese stock market, it is expected that the directionless market will continue into the new year. Amidst this trend, there seems to be increasing expectations for buying in australian small/mid cap stocks as the year-end rally approaches. This time, we will pick out stocks that are anticipated from such selective trends.

First of all, because the Ministry of Economy, Trade and Industry recently set the target for the introduction of perovskite solar cells for the first time, Ise Chemical Industry <4107> and K&O Energy Group <1663> have been bought. Although they still seem to be in the adjustment phase, with good performance, it's worth keeping an eye on whether the buying will continue. Similarly, Hirano Tech Seed <6245>, which has announced the development of painting machines for batteries and will start accepting orders from January 2025, as well as N.P.C. <6255>, which is advancing research and development for batteries utilizing thin film solar cell technology, also seem interesting. With the expansion of energy demand and the low possibility of a decline in the renewable energy market even under the Trump administration's fossil energy shift, it may be necessary to check a series of national policy theme stocks.

As for individual stocks, Abalance <3856> is currently emerging rapidly from the renewable energy sector. The favorable impression is due to its subsidiary's material for constructing a new solar panel factory in the USA. Resil <176A> is also reaching sky-high stock prices again, driven by domestic energy needs. It went public this year and is garnering more attention. From the AI generation field, Genie <6562>, introduced in August, has been bought again since the upward revision announcement. Also, JDSC <4418>, which turned profitable in the November 12th financial results, is expected to attract buying interest.

Lastly, as a bonus... Ascentec <3565> is soaring due to upward revisions in performance and dividends, as well as the announcement of establishing a new company based on a strategic business alliance with a major U.S. company. Mitsui E&S <7003>, introduced in September, is back in the spotlight with the emergence of promising catalysts.

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.

----

Author name: Sanasae

Blog name: 'Sanasae's Beautiful Investment Life'