AKB48 / Tomu Muto pays attention to "Sony Group" and "Z Holdings"! Introducing a strong diversified management company in an uncertain market-66th Strong when there are many weapons in a difficult situation-

With an NISA (Nippon Individual Savings Account) account, "Add investment funds of 10,000 yen each month" "Investment products are stocks & investment trusts that can be bought at NISA" "It is also ant to save several months' worth of funds and invest at once Based on the rule that "the results of new members are 1.5 times", AKB48's Tomu Muto and Tomoyo Nakanishi are challenging the operational battle. In addition, from March 2019, Tomu's real sister, Orin, will also participate!

In this series, the three people have been studying investment together and reporting on investment results, but for the time being, we will interview each member and deliver it in the form of a relay series. Tomu Muto, who will be appearing this time, will buy the investment trusts "Nikkei Average Index" and "Hifumi Plus" as a reserve, and will also utilize SBI SECURITIES'less-unit share trading "S shares" to utilize Rakuten Group (4755) and Softbank (9434). ), Mercari (4385), Daikin Industries (6367), Maeda Kosen (7821). This time, Tomu checks out "stocks with diversified management strengths"! (* Reprinted from the November issue of Diamond Zai. Coverage will be conducted in late August 2021) [* Click here for related articles on Zai FX! ] ⇒ AKB48 Muto Tomu's exciting FX life (life)

There are a lot of concerns such as the spread of Delta stock infection and the reduction of monetary easing in the United States! What should be noted in the uncertain market is a company that manages diversified businesses!

Tomu Muto (hereinafter referred to as Tomu) The Nikkei Stock Average in August 2021 was moving in the 27,000 to 28,000 yen range.

――The stock price did not rise because you were worried about the impact of the spread of Delta strains. It was also noted that in August, Fed Chairman Jerome Powell suggested that monetary easing be curtailed by the end of the year.

Tomu: The reduction in monetary easing is also negative for Japanese stock prices, isn't it? But the day after that remark, the stock price went up?

――The message that “the interest rate hike is still ahead” reassured investors. [* Click here for related articles! ] ⇒ [Autumn 2021] Explaining the "five uncertainties" surrounding US stocks and the strategies that individual investors should take!How to deal with rising long-term interest rates, tapering, the evergrande problem, etc.

Tomu Fum Fum. However, there are also Middle East issues and the US-China conflict, so I'm a little worried from now on.

--Many market participants are worried about the future of the stock market. In such a case, just as Mr. Muto is active in the "four-sword style" of idols, actors, weather forecasters, and FPs, a "diversified management company" that runs multiple businesses is good.

In addition to his activities as an idol and an actor, he has acquired qualifications as a weather forecaster and FP and is active in the "four-sword style"!Enlarged image display

Tomu Really? Stock prices tend to be cheaper for companies doing various businesses.

-As expected! exactly. As it is difficult to see the overall picture of the business and synergistic effects, it becomes difficult to evaluate as a result.

Tomu It's hard to grasp what the future performance will be.

――Instead, your business performance is stable. Even though the main business is in the red, there are also "diversified management companies" with record high profit forecasts. For example, AirTrip (6191), whose main business is the travel business. [* Click here for articles related to AirTrip's shareholder benefits! ] ⇒ "Premium Special Offer Club" Shareholder Special Offer Yield Ranking!Comparing the dividends + preferential yields (as of September 2021) of all 60 issues, the most advantageous "Premium Special Offer Club" issue is released.

Tomu It's a company that sells airline tickets online. Are you making money even with Korona-ka?

――AirTrip is also doing IT-related development in Vietnam, and that business is doing well.

Is it because the Tomu Corona-ka is negative for the travel business but positive for the IT business?

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--that's right. Diversified companies are resilient to crisis. If you compare the "Sony Group with diversified management (6758)" and "Sharp (6753), which concentrates on home appliances" after the Lehman shock, you can see that clearly.

Tomu The Sony Group is in great shape right now with PS5 and so on. Sharp's business performance should not be bad either.

--yes. However, after the Lehman shock, the Sony Group and Sharp continued to be in the red. At that time, with the advent of competitors such as China and South Korea, home appliances such as PCs and TVs became sluggish. Both companies' business performance was sluggish, but from around 2015, the light and dark will be divided.

Tomu (Looking at the chart) Sony Group's stock price has hit a new high, but Sharp has continued to decline.

--The Sony Group has undergone reforms, with supporting businesses such as the financial business supporting its business performance. After that, businesses such as semiconductors and games grew, and the previous fiscal year was the highest profit ever.

Tomu On the other hand, Sharp didn't grow any business other than home appliances.

--That's right. Business performance has improved since becoming a subsidiary of the Hon Hai Group in Taiwan. However, the profit in the previous term was about half that before the Lehman shock. There are no outstandingly strong businesses.

Tomu: I see, in an era of rapid change like today, "diversified management companies" may be reassuring.

You can buy large-capitalization stocks with good business performance and diversified management with confidence! Tomu paid attention to "Z Holdings" and "Sony"!

Tomu What kind of diversified management company would you like?

――We recommend "Large-capitalization stocks with good performance". We have created a list of applicable major companies.

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Tomu The Sony Group is doing well this term as well. I should have bought it even though I had been paying attention to it from before ...

――You are currently in 3rd place in the market capitalization ranking. Double-digit sales and profits also increased in the April-June period. Sales of digital cameras and other products are strong, and we have revised our full-year results upward. [* Click here for related articles! ] ⇒ [Autumn 2021] Two recommended stocks whose investment decision is "buy" among "large-cap stocks"!Pay attention to "Nissan Motor", whose profits are rapidly increasing under the new management team, and "ANA Holdings", whose business performance has bottomed out.

Tomu Z Holdings (4689) also increased sales by 26%, which is amazing. The original company name is Yahoo, isn't it? Do you also do business other than portal sites?

――We are also focusing on EC and payment business. "PayPay" for smartphone payment is also a subsidiary.

When I was doing a campaign to redeem Tomu points, I also recommended it to AKB48 members! [* Click here for related articles! ] ⇒ PayPay campaign "Super PayPay Festival" will be held on October 18, 2021! Save money on "PayPay Bonus", such as increasing the return rate of "PayPay Coupons" to a maximum of 5%!

――The reduction rate was amazing, wasn't it? With the success of such an expansion strategy, Z Holdings has continued to increase sales for more than 15 years. Similarly, CyberAgent (4751) and GMO Internet (9449) are also companies with continuous sales growth.

As for Tomu CyberAgent, "AbemaTV" such as the news program in which I appear is doing well, isn't it?

--yes. It's still in the red, but sales are growing tremendously. With the hit of the training simulation game "Uma Musume Pretty Derby", this term is expected to be the highest profit ever. [* Chiyori Nakanishi is also paying attention to CyberAgent! Click here for related articles! ] ⇒ AKB48 ・ Chiyori Nakanishi has recovered from the deficit fall in the fiscal year ended June 2019, and pay attention to the big reversal stock, Alpen, which renewed the “highest profit” for the first time in 15 years! -The 65th Aiming for a major reversal in both main business and investment-

Tomu Also, what kind of business is GMO Internet doing?

--Mainly IT infrastructure services such as servers and financial business. There are nine listed subsidiaries, including GMO Payment Gateway (3769), the largest payment service company. Also, there are many companies in the manufacturing industry that are performing well.

That's why Hitachi (6501) and Panasonic (6752) are listed.

――In addition to the good performance, we are focusing on business fields that are likely to continue to grow, such as DX and electric vehicles.

Tomu DX and electric cars are getting more and more attention.

--Orix (8591) and SoftBank Group (9984) are also investing in fields such as renewable energy and AI, which are promising in the future, based on the funds earned from their main businesses.

Tomu Hmm, they all look good, but I wonder if Z Holdings or Sony Group want to buy them.

――It is recommended to buy when the total number of Japanese stocks goes down.

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