View the stock market outlook and individual stocks predicted by Mr. Fumio Sugimura! (October 31, 2019)
In Mr. Tomio Sugimura’s weekly Tuesday email newsletter, you can receive stock market analyses and individual stock insights from his unique perspective.
To excerpt a portion of this week's Tuesday email newsletter, “The four Midwest states that had been Democratic strongholds were the regions where the Republican Party won decisively in the last presidential election, becoming the driving force behind the birth of President Trump. The workers in this region had high hopes for President Trump, but the reality is layoffs and factory closures—“storm”. It seems to be the impact of the U.S.–China trade war. It is no longer enough to rely solely on a hardline stance against China.
Therefore, for now, the U.S.–China trade war is on hold. The exchange rate is moving toward a weaker yen. Within the year, a level around 114 yen per dollar seems likely.(Annual range of about 10 yen). This implies potential foreign buying. The criterion for foreigners' judgments of Japanese stocks is based on the assumed exchange rate for exporters ((108 yen 65 sen)) as the base. In fact, since October, they have been buyers for three consecutive weeks, hasn’t it?
Next, we excerpt part of the individual stock information written in the email newsletter.
“On the big picture, value leads over growth. Thematic focus will be on semiconductors and 5G. Specifically, Ibiden (4062), Japan Electronic Materials (6855), SCREEN Holdings (7735), etc.”
Let’s look at these charts.
The newsletter also analyzes several other individual stocks in detail. Also, Mr. Sugimura’s Investment Salon provides market analyses via video twice a month, on the 2nd and 4th weeks. This is extremely valuable information for investors, and should be useful for making investment decisions.
Sugimura Tomio Investment Salon isHere
