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個人投資家・有限亭玉介:来年の相場展望と共に今注目すべき銘柄で戦略を立てる【FISCOソーシャルレポーター】

Individual Investor - Limited Company Gyokusuike: Establishing a Global Strategy with stocks to watch for next year's market outlook 【FISCO Social Reporter】

Fisco Japan ·  Dec 29, 2024 09:00

The following is a comment written by individual investor "G有限亭玉介" of Fisco Social Reporter (blog: Profitable Stock Information "Cat Husband's Stocks are Limitlessly High"). At Fisco, efforts are made to actively disseminate diverse information to investors by collaborating with individuals who proactively share information.

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Written at 10:00 on December 23, 2024.

According to the market adage "Tatsumi Ceiling," will the year of the snake in 2025 become the ceiling, or has this year's (Year of the Dragon) high of 0.04 million 2426.77 yen (July 11, 2024) already become the ceiling? It's a point of concern.

Once again, my name is G有限亭玉介, and I am writing the stock and cat blog "Profitable Stock Information 'Cat Husband's Stocks are Limitlessly High'."

With the major event of the U.S. presidential election in 2024, stock prices in 2025 are likely to fluctuate due to the gap between expectations for the new president and reality. The inauguration of Mr. Trump will likely change the Japan-U.S. relations and Japan-China relations dramatically from what they have been.

According to the zodiac anomaly, some analysts predict that performance will decelerate in the latter half of the year of the snake. Additionally, years ending in 5, which correspond to the Japanese character "Ki no to," are said to have a lackluster first half. If both the first half and second half of the year are soft, 2025 may lack the momentum to surpass the performance of the previous year or the year before.

If the July 2024 high is considered to be the peak, it feels rather disappointing. However, this is often a retrospective conclusion, so let's respond to market changes in line with one's own investment strategy. Only by producing a performance that exceeds the Nikkei average with one's own investment strategy can one proudly call oneself a retail investor.

From this autumn to the end of the year, the Nikkei average is forming a box market, undulating like a snake. Whether this market will change after Trump's inauguration is uncertain. Additionally, the delay in interest rate hikes from the Bank of Japan raises important questions about when the next rate hike will occur. For now, we will check individual stocks with strong charts.

Digital HD <2389>, which is gaining momentum from the lower price range, seems to be attracting attention as a High Dividend List stock due to its earnings report. The company, which provides digital support services, is expected to perform well for the fiscal year ending December 2024, and focus is on how the results will look for December 2025. PB is undervalued at less than 1, and the chart has updated its high for the year, remaining in a lower price range compared to past stock prices at the weekly level.

Tripla <5136>, which offers a lodging reservation system and AI chatbot systems for conversation tools, has also begun to rise from its low price range. The earnings report on December 16 was also strong, and the ordinary income for the fiscal year ending October 2025 is expected to be at a record high. Due to the increase in inbound tourism, the introduction of the AI chatbot "Tripla Bot," specialized for lodging facilities, seems to be expanding. The company also appears to be actively pursuing overseas expansion.

Santec Holdings <6777>, which recently surpassed the 25-day and 75-day moving averages, has prospects related to Datacenters. The forecast for the fiscal year ending March 2025 is expected to hit a record high, and the upward revision along with a dividend increase was well received. It remains to be seen how long this momentum will continue, and the next Earnings Reports will also be closely watched.

Pixel Companies <2743>, which also has prospects related to Datacenters, primarily develops systems for the financial sector. The sales contract for GPU servers equipped with NVIDIA's H100 and related equipment has been viewed positively. There's hope for recovery after the adjustment of the chart.

Meidensha <6508>, which has updated its high for the year in December due to expanding demand for Electrical Utilities infrastructure, seems to be attracting attention. Since June 2023, it has formed an upward trend over the medium to long term, and we are monitoring whether it will continue this trend after recently updating its high for the year.

Lastly, ROXX <241A>, which operates the job transfer platform "Z Career" from a recent IPO, has not yet surpassed its initial price since going public, but if it shows a forecast for turning its performance into black, it may be able to form a trend.

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: Yūgentō Gyokusuke

Blog name: The Cat Husband's Stocks are Limitless

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
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