index

“Don’t miss it! The biggest big bonus in the first half of the year”

● The revival of Chinese tourists is good news among good news

・31,882,049 people in 2019
・4,115,900 people in 2020
・245,862 people in 2021
・3,831,900 people in 2022

Do you know what these numbers mean? Number of foreign visitors to Japan.

As you know, the number of tourists visiting Japan has been decreasing day by day since the first confirmed case of the new coronavirus in Japan in January 2020.

Even so, in 2008, 4.11 million foreign tourists visited Japan in one year, but in 2009, the number dropped sharply to just 240,000.

Although there was a recovery in 2022, this is also the result of a rapid increase in the three months from October to the end of the year when border measures were relaxed.

how it is now There were 1,497,300 in January 2011 and 1,475,300 in February. In addition to the fact that the number of visitors to Japan did not increase due to the low temperature in February, we must take into account the fact that the number of days was only 28 days.

And although there is no announcement for March yet, it is safe to assume that it will exceed January and February. The problem lies ahead. Few people think it will decrease. From April, entry restrictions for Chinese travelers will be eased, and from the 5th, if you have already been vaccinated three times or more, you will not need a negative proof when entering Japan.

This will make it much easier for tourists from China to enter the country, and it can be expected that the number will continue to increase in the future.

Honestly, this might be great news for investors.

I have covered inbound stocks many times so far, but unfortunately the performance has never been good. Since last autumn, the number of foreign tourists has been increasing rapidly, but although related stocks temporarily rose, many of them have stalled.

As a background to this, the spread of the corona infection was slow to stop.Although this can be considered, related stocks continued to stall even as the number of infected people gradually decreased.

Although the number of tourists visiting Japan continues to increase, things are becoming strange. The situation that I mightn’t help but think like this continued, but the factor was simple.

Chinese tourists were not coming – this was it.

The number of visitors from Taiwan, South Korea, Malaysia, Indonesia, etc. is increasing rapidly, so that’s fine. The stock market will also notice this and buy inbound-related stocks. That’s what I thought, but the market reaction was completely different. “If Chinese tourists don’t come, I won’t buy it.”

Good opportunity to review inbound-related stocks

But they came to visit. This will be the biggest big bonus for the first half of the year if you ask me. Of course, it should not be overlooked. It is necessary to immediately review inbound-related stocks.

Of course, not all stocks will rise, but the percentage of stocks that can be expected to rise will increase. But I don’t know what to buy.This kind of person is Oriental Land <4661> [東証Ｐ]OK. Chinese tourists don’t always head to Tokyo Disney Resort. However, the theme park will celebrate its 40th anniversary this year. With a commemorative event being prepared, this year’s event is likely to attract a record number of visitors. Of course, the stock price is also optimistic.

Keisei Electric Railway to go to Tokyo Disney Resort <9009> [東証Ｐ]The company’s stock is also attractive because many people will use it. However, the target is quite high. I want to wait for a break before working on it.

Odakyu Electric Railway for private railways <9007> [東証Ｐ]There is It can be expected to be used by travelers visiting Hakone.Fuji Express to go to Mt.Fuji <9010> [東証Ｐ]is.

And, although I have already taken it up many times, it will be a department store stock once more.Takashimaya <8233> [東証Ｐ]Isetan Mitsukoshi Holdings <3099> [東証Ｐ]You can use any brand you like.

Speaking of inbound related stocks, Kotobuki Spirits <2222> [東証Ｐ]become. It is strong in sales of regional confectionery, and its business performance is also strong. However, when it comes to actual investment, there is a tendency for the price to fluctuate greatly, making it difficult to handle. In other words, it can be said that it is a brand for seniors. Investing with this in mind, a small pullback at current levels is attractive.

April 7, 2023 Diary

stock search news

“Exploring April-May Market Themes & Active Stocks (Top)”

●America’s household assets are approaching 2 Kyo!

People’s perceptions of stock investment are beginning to change. The situation is becoming closer to that of a “money snake that will come from anywhere if there is a profit, a line of people buying from each other.” You can feel it at lectures, general meetings of shareholders, and so on. Is it time to invest? I think so. The Japanese woke up. The rapid increase in household wealth in the United States may have led to changes in asset management.

After all, American household assets (at the end of 2022) have ballooned to $147 trillion (approximately ¥19,550 trillion). It increased by 30 trillion dollars in the three years of the corona misfortune. It is regarding 4,000 trillion yen. After hitting the 1,000 trillion yen mark in 1990, Japan’s personal financial assets took 30 years to double to 2,000 trillion yen. What is the difference?

Needless to say. Obvious. This is the difference from countries where stocks and investment trusts account for more than 50% of household assets, and where cash and deposits account for more than 50% of personal financial assets. In the past, it was said that the disparity in financial assets between Japan and the United States might be explained by the population ratio (approximately 1:3). It’s now 1 to 9. This will expand further. However, those who have a heart think, “This is not right.”

The lecture is a great success. Here you are asked to talk regarding “foreign things” (foreign stocks, investment trusts). Many people buy bonds. It has been said that the Japanese have a national character of being extremely risk-averse, but it seems that is not the case these days. Of course, there is a limit to the operation of domestic (domestic financial products) alone. Although it is not a mahjong tactic, “waiting for multiple sides” will be important in the future. Fundamentally, investment is diversified in regions and products.

● Abalance, Nippon Pallet Pool, and more!

The April-May (spring-early summer) market is likely to be somewhat turbulent. The external environment is uncertain, and an increasing number of institutional investors are beginning to sell stocks in the new fiscal year. But don’t worry. A push is a great buying opportunity. In addition, he continues to insist on investment tactics for individual stocks. This policy remains unchanged. A quality strategy will be effective when selecting stocks.

Quality stocks are companies with excellent profitability, financial soundness, and accounting quality. From that point of view, let’s check the hot themes and promising stocks for the April-May market. First, Abalance of renewable energy (solar power generation) <3856> [東証Ｓ]is.

The point is the dramatic growth in business performance due to the strong performance of the Vietnamese subsidiary (VSUN) that manufactures solar panels. Earnings per share will rise sharply from 158.3 yen in the term ending June 2022 to 204.6 yen in the term ending June 2023, and to 481.3 yen in the term ending June 2024. ). It is said that the company’s plan does not incorporate the full-scale operation of VSUN’s fourth plant (annual production capacity increased from 2.6GW to 5GW).

Then there is the issue of labor shortages. In particular, securing truck drivers has become a social theme. Here, the “2024 problem” (tightening of regulations on working hours for drivers) will add to the problem.japan pallet pool <4690> [東証Ｓ]contributes to reducing the burden on the driver. Earnings per share for FY03/23 is expected to be JPY445.7 (JPY162.1 for FY03/22).

In addition, Pal Group Holdings, which operates “3COINS” (300 yen shop) from the viewpoint of life defense <2726> [東証Ｐ]In addition, eWeLL for medical DX (digital transformation) <5038> [東証Ｇ]Kitagawa Seiki, which deals with printed circuit board press equipment <6327> [東証Ｓ]etc. can be picked up.

March 31, 2023 Diary

⇒⇒ Win up to 100,000 yen! “Individual Investor Large Survey” is underway

⇒⇒“Stock Search” is currently conducting “Individual Investor Large Survey-2023”.
⇒⇒ From those who answered the questionnaire, we will give a “QUO card” for 100,000 yen to 1 person, 70,000 yen to 1 person, and 10,000 yen to 33 people by lottery. .
⇒⇒The survey is scheduled to be completed by 6:00 pm on April 2nd. Please reply as soon as possible.

⇒⇒Please click here to answer the questionnaire.

stock search news