AKB48, Juyu Muto, utilizing the knowledge of the weather forecaster, Invest in Maeda Kogyo, which is well -performing in "weather / disaster countermeasures" related stocks! ~ 63th Want to pay attention to companies that create a city that is as competitive as natural disasters-

In the NISA (small investment tax -exempt system) account, "Add 10,000 yen to 10,000 yen each month", "Investment products can be purchased in NISA", "Several months of funds are saved and invested at once."New members are 1.Based on the rules of "5 times", AKB48's Toumu Muto and Tomoyoshi Nakanishi are challenging the operation battle.In addition, from March 2019, Jumon's sister, Olin, also participates!

In this series, three people have studied investment together and reported on the performance, but for the time being, each member will be interviewed and delivered in the form of relay serialization.Toumu Muto, who appears this time, buys the investment trust "Nikkei average index" and "Hifumi Plus" by accumulating, and utilizing the SBI SECURITIES shared trading "S share", the Rakuten Group (4755) and Softbank (9434) and Softbank (9434).) Invest in Mercari (4385) and Daikin (6367).This time, such Toku checks related stocks for "weather and disaster countermeasures"!( * Reprinted from the August issue of Diamond Zai. Interviews were conducted in June 2021) [ * The related articles of Zai FX! Are here!] ⇒ AKB48 Juyu Muto's exciting FX life (life)

Stock prices are stepped on due to the effects of US inflation concerns!What was the brand did Toku Muto pay attention to?

Muto Juyu (hereinafter referred to as Tenmu) is hard to rise.Is the extension of the emergency declaration affected?(Editor -in -department note: Interviews in early June 2021)

――In addition, inflation is progressing in the United States also causes the stock price to rise.

Why is the inflation of the United States related to Japanese stocks?

――It is because the US monetary easing shrinks and interest rates are likely to increase to reduce inflation.Then, the amount of money flowing into the world's stocks decreases.That's why Japanese stocks are likely to fall.[ * Click here for related articles!] ⇒ [US stock] "Defenciv stock" is aimed at the FRB announced the implementation of tapering!Among them, I expect the growth of "biogen", which developed Alzheimer's treatment

Tenmu: I saw it in the news that monetary easing continues because the economy is getting worse due to the corona evil.Also, Fed Chair Powell also said, "I will continue monetary easing until the unemployment rate is recovered."

--yes.However, the new Corona vaccine has been inoculated, and the US economy has rapidly returned to normal mode, and consumption is also active.

Even if you dream, you haven't returned to the standard in front of Corona yet.

――In the economic indicator, there are differences.Although the unemployment rate that the Fed is important, the interests of listed companies are expected to surpass the corona.

Tenmu amazing!I didn't think it was so good.

――In addition, the fact that the company could not operate as usual due to the corona evil, the ingredients such as timber and metal are insufficient.

Dream demand is increasing, but the lack of supply is also the cause of inflation.So, inflation is progressing more than expected.

--yes.Many investors are worried that the Fed may accelerate the time of monetary easing and shrinking.In that case, I think that some shares are sold because the stock price is negative.

Ten dreams will not settle the stock price ...

Check out related companies that have been increasing in recent years!Weather News, a representative of weather -related, has a rise in business and stock prices

――What kind of shares should I buy in such a case?

Tenmu.How about weather -related companies?This year, the rainy season is very fast and I think it will attract attention.The performance seems to be difficult to be affected by the economy.

--is that so.Heavy rain disasters are also increasing.

Tenmu In fact, the day of "rain more than 50 mm per hour", which is actually described as "rain like a waterfall", is increasing year by year.

―― As expected, weather forecaster!

Tenmu And the 2010s are about 30 % more than the 1990s.

――So, are there any companies you are interested in?

I often check the stock price of Juyu Weather News (4825).I use apps, and the videos distributed on YouTube are abundant and interesting.The performance is also good.

--yes.Corporate services such as shipping and empty luck are the main sources of revenue.I think there is room for growth because we provide services to overseas companies.

Looking at the Ju -Yume Securities Company's app, paid services for individuals are growing.After all, you may be able to expect stock prices for weather -related companies.

――A lot, infrastructure -related companies that have strengths in heavy rain measures seem to be good.Many companies will grow their performance stably, regardless of economic situation, because the government is focusing on the "raming of the country."

Also pay attention to brands with "underground water storage facilities" and "flood control technology"!The new investment of Juyu is "Maeda Kogyo", which is strong in the embankment reinforcement!

Speaking of Juju, I have heard from my father that there is a tunnel in the basement of Tokyo to flow rainwater, which prevents disasters due to heavy rain.How about a company that makes the underground tunnel?

――It's good, let's check it out!It seems that Otoyo Construction (1822) and Bertex Corporation (5290) are famous for "underground water storage facilities".

Tenmu National Land Strong Lights Countermeasures are likely to be a tailwind.Both stocks have been growing for a long time.

――In this term, Bertex Corporation is expected to increase in sales and profits, but the construction of Daikyo is expected to decrease.The extension of construction due to corona may have affected.

Ten dreams.Also, the flooding of rivers due to heavy rain is increasing.Is there a listed company that has a technology to prevent it?

――It seems that Maeda Kogyo (7821) is strong in flood control technology such as rivers.You are doing reinforcements to suppress river flooding due to the embankment.

The underground water storage facility on the website of Juju Daiyo Construction is an overwhelming building, but the embankment reinforcement is plain.Let's check the website of Maeda Kogyo.You are also doing medical -related care such as ground reinforcement, greening business, and masks.We also make products for the new Corona vaccination venue!

――事業拡大のためのM&Aにも積極的です。2010年以降は売上高がずっと伸びていて、営業利益も9年で5倍になっています。株価はなんと10年で20倍以上になってますよ。

It's a dumping sober, but it's actually a very high -growth company.I can expect it very much!

―― Finally, check the performance of weather -related companies.In addition to Weather News, Alink Internet (7077) and Shimadzu Seisakusho (7701) are also related to weather forecasts.The ALINK Internet is expected to decline in sales, but Weather News and Shimadzu Seisakusho are expected to increase their sales and profits as well.

Tenmu, all are likely to go up.Check out the shape of the chart.The most beautiful rising uprising is Maeda Kogyo.In addition, it seems that not only measures against heavy rains, but also new colona and environmental relationships.I will buy it.

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