The market's god of fortune, Mr. Makoto Fujimoto, commentary by Advanced Media (3773), etc.
☆God of the Market Fortune, Fujimoto Makoto's Lucky Ear Information☆
☆Vol.44 2020/05/19☆
Hello, I’m Fujimoto, the God of the Market’s Fortune.
Video commentary is here (about 16 minutes)
https://youtu.be/Va1hMJ-5Gg4
☆☆God of the Market Fortune – Market Check☆☆
5/18 Nikkei Average projected P/E 36.61 +9.11
5/18 Nikkei Average projected EPS 550.0 -178.7
Nikkei Average – Historical win-rate data
5/19 30 wins 24 losses 55.56%
5/20 35 wins 19 losses 64.81% A day with notable gains
☆☆God of the Market Fortune – Position☆☆
Spot stocks 67.5%
Cash 32.5%
Credit (hedge) 0%
Nikkei Inverse-
Index-Linked ETF (1571)
☆☆God of the Market Fortune – Investment Strategy☆☆
Long-term (over 1 year)
TSE Mothers: market cap 4–25 billion yen, ordinary profit 250 million yen or more
TSE First Section: free-float market cap under 10 billion yen
Venous-related / Parent-subsidiary listings
Industries with a small share of listed companies in decline
IP (Intellectual Property Rights)
Companies with unique marketing methods
Last mile / visitation-based business
End-of-life planning business
Mid-term (3 months to half a year)
Continued monetary easing in mid-to-long term → continued low interest rates
High dividend & shareholder perks – May & June – rights entitlements
Stock-type companies less likely to deteriorate in performance – SaaS
After-COVID / With-COVID
Short-term (day trading / a few days)
Earnings announcements related – outlook for this term
☆☆ Focus stocks of God of the Market Fortune ☆☆
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Advanced Media
(3773)TSE MothersLoss-making subsidiary sale
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HIAS & Company
(6192)TSE Mothers
COVID-19 measures with highly airtight housing
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Bridge International
(7039)TSE Mothers
Inside Sales
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Video commentary is here (about 16 minutes)
https://youtu.be/Va1hMJ-5Gg4
*The opinions and predictions presented in this email are those of the author alone and do not represent the opinions or predictions of the company to which they belong. Also, the stocks introduced here are not an invitation or recommendation to buy or sell. Please make the final investment decisions on your own judgment.
*The information published here is created and displayed by Fujimoto Makoto based on sources he deems reliable, but Fujimoto Makoto and GoGoJungle Co., Ltd. do not guarantee the accuracy, completeness, or timeliness of the content or information, and bear no responsibility for it. We appreciate your understanding on this point.
*Fujimoto Makoto bears no responsibility for any damages arising from this information. Also, all information provided may not be repurposed without Fujimoto Makoto’s permission.