Mr. Tomio Sugimura Stock Analysis There are rising stocks during the 5G rollout up to 2021
Today, October 16 (Wednesday), the Nikkei Stock Average has reached a year-to-date high, butwe believe this high was also driven by short-covering and buybacks by shorts.
Additionally, President Trump's approval ratings are falling in the North American Midwest industrial belt. As US–China talks drag on, the performance of companies with plants in that region will deteriorate, forcing a softer stance toward China.
I think the U.S.–China issues are heading toward improvement as well.With this external environment in mind, we will look at individual stocks.
Now, we will look at individual stocks, but first from the list of gainers over the last five days.
Among the gainers, there are some rebound buys from companies that issued downward revisions to earnings, but most are earnings-upgrade stocks.
First, 3498 Kasumigaseki Capital, and 3235 Propast are rising.
And the one to watch is 7065 UPR, which we've highlighted many times in this section. It may be seen as merely a pallet company in the logistics space, but it has drawn strong attention from major automakers focusing on MaaS (Mobility as a Service, a service that uses IT and AI to improve convenience in moving people and logistics) through its IT-enabled pallets with IC chips.
In addition, the company owns as many as 2 million pallets, said to have a useful life of more than 10 years, yet the depreciation period is far shorter; this enables high margins from pallets whose costs have already been expensed.
5287 Ito-Yo-Gyo is a company specializing in undergrounding utility poles; its stock price surged due to the typhoon in Chiba, but I think the move has already run its course.
4080 Tanaka Chemical Research Institute is currently popular as semiconductor stocks are in demand, with big semiconductor firms' stocks being bought. Going forward, the relatively smaller-scale Tanaka Chemical Research Institute is likely to be bought.
Additionally, semiconductor stocks are expected to see demand surge as 5G takes off, potentially into 2021. They will continue to lead the market, but for now the trend remains choppy and is just beginning. semiconductor stocks are expected to see demand surge as 5G takes off, potentially into 2021. They will continue to lead the market, but for now the trend remains choppy and is just beginning.
In the main program to follow, we will cover more individual stocks in detail.
By watching Mr. Tomio Sugimura's commentary, you can gain knowledge about the factors moving Japanese stocks and various information about individual companies.
And above all, Mr. Tomio Sugimura's engaging narration makes these insights entertaining, so investors watching won't get bored and will find their stock investing skills improving without realizing.
Please watch the main program to gain investment know-how.
