2023-06-11 00:30:00
“Aim for a push in companies supported by strong needs!”
● Extremely sensitive market, adjustments are temporary
Now we are just waiting for the Federal Open Market Committee (FOMC) meeting scheduled for June 13-14.
Will the US Federal Reserve (Fed) continue to raise interest rates by 0.25% as before or stop? The market’s attention is focused on this one point, and the US market falls when there is a factor that seems to lead to the continuation of interest rate hikes, and on the contrary, it rises when there is a possibility that it will be stopped. In this way, the movement is really easy to understand.
With the Bank of Canada raising interest rates this week, the US will have no choice but to raise – such a view prevailed and the US market fell. The Tokyo market was also caught up in this, and there was a scene where it plunged.
However, the next day, the number of applications for unemployment insurance in the US rose sharply to 261,000, prompting a sudden change in the view that interest rates may not be raised, and the US market rose. As you know, the Tokyo market has also risen sharply.
While his reaction is really simple, his tone can be described as “super nervous”, and as an investor it’s really hard to get along with him.
As for countermeasures against such a market, “Interest rates can be raised by 0.25% as they have been before.” That way, it will be easier to withstand an actual pull-up and a market drop.
Even if you think that you can’t actually pull it out, this time it’s going to stop. This is purely a reaction to the sentiment, but the actual action is that even if the US continues to raise interest rates and the market falls as a result, the decline will be temporary, so we should not be pessimistic and immediately Invest in stocks that have a high chance of recovery.
what brand is that? A company supported by strong needs, this is it.
● Focus on Daifuku, Secure, JDSC, etc.
Specifically, first, Daifuku, which is strong in material transportation and storage systems <6383> [東証Ｐ]is. In my opinion, the current stock price is underestimated, given that the company has a world-leading track record in all kinds of transportation equipment and systems, including not only various warehouses, but also luggage transportation at airports and semiconductor manufacturing lines.
Advanced security in entry/exit and surveillance camera systems for logistics facilities, companies, data centers, etc. <4264> [東証Ｇ]In an era when security needs to be strengthened, it can be seen that there is still room for stock prices to rise.
CSS Holdings, which is growing in the steward business that undertakes dishwashing, kitchen work, and cleaning work for hotels and large restaurants. <2304> [東証Ｓ]Also pay attention to
Against the backdrop of corporate business improvement needs, LTS develops business process visualization, improvement, and implementation support. <6560> [東証Ｐ]Stock prices have fallen for the foreseeable future, but a rebound seems imminent.
Using AI (artificial intelligence) as a weapon, JDSC has been well received for its demand forecasting and data infrastructure construction services for companies, and is growing its business. <4418> [東証Ｇ]. AI-related businesses are on the trend, and there is a high probability that the stock price will continue to rise.
Another AI-related company, PKSHA Technology <3993> [東証Ｓ]There is Strong in AI algorithms, general-purpose AI-equipped SaaS is growing, and we are developing a service that shortens the drug discovery process.
Diary for June 9, 2023
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