Translations provided while preserving the HTML format exactly as given (no extra line breaks or code blocks). Original: 100バガー(100倍株)を探せ！ 2021年1月1日号 Translated (with standard decoding applied prior to translation): Find 100-vaga/100x stocks! January
【This Week's Video is Here】
Note: This video is 28 minutes long.
1. New Year Greetings
Happy New Year.
With the year 2020, which was buffeted by the novel coronavirus, having ended, 2021 has begun.
Last year’s New Year’s Day, few people imagined that a tumultuous year was about to start, and the stock market began at high levels.
Subsequent price Movements were like a roller coaster. The Nikkei Average, which rose to nearly 24,000 yen on February 6, then plummeted to the low 16,000s about a month and a half later.
Many individual stocks hit lows from mid-March to early April as investors sold off; I think investors who mustered the courage to buy in this phase performed well.
The remarkable aspect of last year’s stock market was not only the speed of the decline but also the rapid ascent.
From the year-to-date low in March to the 23,000 yen range in June, a rise of 7,000 yen occurred in just three months.
Notably, from the near-term low of 22,948 yen reached at the end of October to the year’s high of 27,602 yen on December 29, a gain of about 4,600 yen, leading to large price movements toward the end of the year as well.
I have been working in the financial markets for nearly 20 years, and while I have experienced the rapid declines during the Lehman Shock and the Great East Japan Earthquake, I must admit that the speed of the rebound this time is unprecedented for me.
The factors behind the year-to-date high being reached within a year of the coronavirus shock are largely threefold as described below.
① This time it was not a financial shock (the real economy is severely affected)
② Early massive monetary easing at an unprecedented level
③ Large fiscal spending to ensure money reaches many people, regardless of the coronavirus impact
The financial institutions are almost unscathed, money is abundantly available, and if each government distributes money, there is a very high possibility that the stock market will rise.
Investment is not based on absolute value but often on relative value; when cash loses value, money tends to flow into tangible assets such as stocks, gold, cryptocurrencies, and real estate.
In the first half of the year, even with vaccination starting, global distribution will not be widespread, so the easing state is expected to continue; however, in the latter half of the year, as the real economy restarts, the inflationary pressures are likely to approach.
This report focuses mainly on individual stock investments, so overly considering overall market movements may not be beneficial; however, 2020 was a good year for stock investors, so I intend to face the 2021 market with vigilance and prudence.
Now, I will present the performance and brief comments for all the stocks introduced in 2020.
2. All Stocks Introduced in 2020
For more, please refer to the PDF file.
