An information analysis derived from annual interviews with top executives from around 400 listed companies "Fujimoto Makoto's Fukumi Information" Online Salon
Starting this month, the 'Market Fortune God'Mr. Nobuyuki Fujimoto's online salonNobuyuki Fujimoto's Fortune Ear Informationhas started.
The online salon features several texts and videos each week, and a real face-to-face seminar is regularly held on the third Wednesday of every month, which is a highlight.
Mr. Fujimoto, the God of Fortune, personally meets top executives of more than 400 listed companies every year, interviewing them and gathering carefully selected information—an invaluable opportunity to hear it directly from him.
Speaking of Fujimoto, he is a veteran in stock investment, and it is safe to say that many people know his background. He has worked as an analyst at Nikko Securities, Monex Securities, Kabuto.com Securities, SBI Securities, and other firms.
Currently, while serving as the head of the Corporate Research Department at PropertyNet Co., Ltd., he has two weekly regular appearances on Radio NIKKEI “This Company to Watch! Market Fortune God” and, moreover, is a hugely popular market analyst who frequently speaks at seminars hosted by securities firms, stock exchanges, and many other venues.
In his busy schedule, by repeatedly meeting with the leaders of listed companies—the core of his work—he conducts analyses based on the firsthand information heard directly from these leaders.
Now, on Wednesday, January 29, let's view the salon content via the video.
In the video, market information, including the external environment for Japanese stocks such as the Dow and the Nikkei Average, will be carefully explained.
The current market, according to Mr. Fujimoto, is described as the COVID-19 market, and we are picking up the impact this COVID-19 market has on Japanese stock names.
In this way, by taking an overview of current social conditions, world situation, and the economy, he organizes information, including what he hears from over 400 listed company executives each year, and selects stocks that are likely to soar among information companies.
This time, what Fujimoto focused on in the COVID-19 market were companies engaged in cross-border e-commerce.
One of them is Vega Corporation (3542).
The reasons are explained in detail in the video, so please check the video inside the salon below.
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☆ Vol.2 2020/01/29
Hello everyone, I’m Fujimoto, the Market Fortune God.
The video explanation is here (about 12 minutes)
☆☆ Market Fortune God Market Check ☆☆
1/28 Nikkei Average Expected P/E 14.19 -0.08
1/28 Nikkei Average Expected EPS 1,636.1 +0.3
Nikkei Average Past Win Rate Data
1/29 29W 26L 52.73%
1/30 28W 29L 49.12%
☆☆ Market Fortune God Position ☆☆
Spot Stocks 67.5%
Cash 32.5%
Credit (Hedge) 0%
Nikkei Inverse/
Index Linked ETF (1571)
☆☆ Market Fortune God Investment Strategy ☆☆
Long term (over 1 year)
TSE Mothers: Market cap 4–25 billion yen, net profit over 250 million
TSE JASDAQ: Market cap 4–25 billion yen, listed before July 2013
TSE 1st Section: Free float market cap 7.5–12.5 billion yen
Parent-subsidiary listed firms
Venous-related industries with a small share among listed companies and in decline
IP (Intellectual Property)
Companies with unique marketing methods
Growth in overseas markets (domestic ratio 30% or more)
End-of-life business
Medium term (3 months to 6 months)
Economic measures 26 trillion yen – public investment related
5G-related mid- and small-cap stocks
Cross-border E-commerce related
Short term (day trading to a few days)
Prescription for the COVID-19 Panic Market
☆☆ In-market IR Events ☆☆
1/29
[2493] eSupport Link【Earnings Briefing】 10:00–11:30
[3544] Satsudora Holdings【Interim Earnings Briefing】 11:00–12:00
[2796] PharmaRise Holdings【Interim Earnings Briefing】 10:00–11:00
1/30
[9533] Toho Gas【Quarterly Earnings Briefing】 14:30–15:30
☆☆ Market Fortune God's Focus Stocks ☆☆
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DMS
(9782) TSE JASDAQ
Cross-border E-commerce Support Services
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VEGA CORPORATION
(3542) TSE MOTHERS
DOKODEMO
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