Recorded on October 24: What are the promising individual stocks introduced at Mr. Tetsuo Inoue and Mr. B-Comi's stock school 'Hybrid Battle'?!

This month as well, while closely explaining the current market environment, filming for the stock school 'Hybrid Battle' by Mr. Tetsuo Inoue and Mr. Shintaro Sakamoto, also known as B-Com, took place.

We will quickly present a glimpse of that portion.

From this 108-page set of materials, the reporter's pick is first, 'Foreign Investors by Region: Stock Buy/Sell Status'. I hadn't seen such a document before, and readers of this article may feel the same.

When you think of foreigners (overseas investors), you might assume Americans are predominant, but trading in Europe is by far more active than in North America. Asia is much smaller, but since 2019 it has gradually increased its activity.

Next is the document dated 10/11, 'Foreigners’ Cumulative Buy/Sell Status'. As investors in Japan know, the Japanese stock market is largely driven by foreign buying and selling, and here that is shown with a distribution graph. The calculation suggests that if all positions were bought back, the Nikkei Average would rise to 24,072 yen. This could be regarded as a chart that symbolizes the momentum of Japanese stocks.

Now, here is B-Com’s analysis. While the Nikkei Average is performing well at the moment, he warns to pay attention to four tail risks shown next. They are mainly Brexit-related European risk, China risk where real estate and financial issues may erupt, the well-known Trump risk, and geopolitical risks in the Middle East and US–China tensions.

If these become entangled, he said, stock prices will enter a correction phase.

And now we finally move into the segment that introduces ten individual stocks, having looked at the nine months of performance since last December for the stocks introduced.

Over the nine months, while the Nikkei Average—the benchmark—rose 6.2%, the stocks introduced in the school rose by 8.2%, an excellent performance, up 2.1 percentage points.

In particular, the April issue’s stocks delivered an astounding total increase of 25.4%. Investors who use this analytical method might want to study it.

And, among the ten individual stocks, this article will introduce one stock.

That stock is 2491 ValueCommerce. It is often seen as a company that handles performance-based online advertising “affiliate marketing,” and it proudly holds the number-one share of affiliate advertising in Japan.

And now, under the Yahoo umbrella, Yahoo Shopping exhibitors’ CRM (customer relationship management) tool has become one of its pillars of business.

When you hear Yahoo and Shopping, sharp readers may recall that ZOZO TOWN also joined Yahoo’s umbrella, and they say it will be closely connected to PayPay Mall, which uses the electronic-payment currency PayPay, so there are only expectations ahead!

Because this company is seeing rising revenue and earnings, the stock price shown in the chart below appears somewhat mismatched to the fundamentals, in the reporter's view.

Within the school, in addition to the data in the image below, even more detailed analysis sheets are introduced, further elevating investors’ knowledge about individual stocks.

How was the stock school 'Hybrid Battle' report?

This month’s lecture runs for about two hours as well, and I believe that a monthly lecture is a very valuable opportunity for investors who trade Japanese stocks.

Written by Hayakawa

Winner's Screening - Stock Hybrid Battle -