[Ryuichiro Kitahama’s stock foresight! ]─ Ride the spring breeze blowing in the Tokyo market!Investor’s gaze goes further !! | Market situation-stock search news

“Riding the Spring Breeze Blowing in the Tokyo Market!

●Focus on improving profitability and rising power of stocks that turn around

“A spring breeze blows in the Tokyo market.”

Spring has already arrived in the Kanto region. Perhaps stimulated by this, the easterly wind (a spring breeze that blows from the east) blew through the Tokyo market on the weekend.

The Nikkei Stock Average is 428 yen higher than the previous day. It’s rare to see a rise of more than 400 yen these days, and to be honest, I’m a little perplexed.

What’s more, the factors that contributed to the rise were interesting.

All US long-term and short-term interest rates rose from 2 to 30 years, and 10-year bonds reached the 4% level for the first time in four months. Of course, both the Nasdaq and the S&P 500 rose.

Regarding the US Federal Open Market Committee (FOMC) to be held on March 21-22, Atlanta Federal Reserve Bank President Bostic said that he would support a 0.25% interest rate hike, which is said to have become a buying factor. .

Governor Bostic is seen as a hawk. It allowed a rate hike of 0.25%, which surprised me, but the US market seems to be an overly sensitive sensor. On the spot, it reacts greatly to noisy remarks and materials on the spot, so even if it rises, the reliability will be low. Even so, as long as the stock has risen, it is the iron rule of investment to stick to it.

Here, the correct answer is to ride the spring breeze that is visiting the Tokyo market.

It’s clear that the current Tokyo market is buoyed by dividend buying. The ETF (Exchange Traded Fund) market is a real example of this. The following stocks related to high dividends are listed there.

NEXT FUNDS Nikkei 225 High Dividend Stock 50 Index ETF <1489> [東証Ｅ]NEXT FUNDS Nomura Japan Equity High Dividend 70 Indexed ETF <1577> [東証Ｅ]Daiwa ETF-TOPIX High Dividend 40 Index <1651> [東証Ｅ]Listed Index Fund Japan High Dividend (Tokyo Stock Exchange Dividend Focus 100) <1698> [東証Ｅ]Such.

Most of the stocks are updating new prices, and the days are meeting the expectations of investors.

Therefore, these are also attractive investment targets, but I would like to stick to individual stocks.

If you ask me, the current Tokyo market is basically a performance market. Naturally, the power to raise the stock prices of companies with improved earnings and turnarounds is greater than that of ETFs.

Buy a straw hat in winter

By the way, when the first spring blows in the Kanto region, spring will come in full swing, the rainy season will come, early summer will come, and the archipelago will be covered with intense heat, and autumn will come around. I want to go with “Buy straw hats in winter”.

First of all, in preparation for the rainy season and intense heat, Hoshizaki is strong in freezers and freezer cases. <6465> [東証Ｐ]Daiwa Refrigeration Industry <6459> [東証Ｐ]become. Hoshizaki, in particular, is a manufacturer that holds about 30% of the global market for ice machines. Needless to say, you can’t go without ice in the summer, and the company’s strength in ice machines is very attractive.

Of course, when it comes to summer, it’s air conditioning.When it comes to specific manufacturers, Daikin Industries, the world’s leading manufacturer <6367> [東証Ｐ]However, the stock price is high at the 23,000 yen level, which is a fairly high investment, so Fujitsu General <6755> [東証Ｐ]I want to aim

What about food? Although it is now consumed in all seasons, it is still frozen food that cannot be forgotten.Nichirei, the largest company <2871> [東証Ｐ]is currently running on the runway, but we can expect it to take off gradually towards the summer.Toyo Suisan is strong not only in frozen foods but also in noodles. <2875> [東証Ｐ]. There is a high possibility that the stock price will rise faster than Nichirei.

Of course, Asahi Group Holdings <2502> [東証Ｐ]Kirin Holdings <2503> [東証Ｐ]Sapporo Holdings <2501> [東証Ｐ]There are 3 beer companies. As an investment target, Sapporo, whose stock price is lagging, may be good.

Finally, let’s talk about leisure.There are quite a lot of people who want to go out as the weather gets hotter, so Oriental Land <4661> [東証Ｐ]of.And Tokyo Keiba, which runs Tokyo Summerland <9672> [東証Ｐ]is. Currently, horse racing is the main focus and stock prices have not changed, but it is expected to rise as the temperature rises.

March 3, 2023 Diary

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