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SK HYNIX109 voices79↑30↓SAMSUNG ELECTRONICS101 voices61↑40↓034020.KS46 voices32↑14↓005380.KS43 voices32↑11↓066570.KS41 voices30↑11↓009150.KS39 voices28↑11↓035420.KS39 voices30↑9↓042660.KS38 voices33↑5↓006400.KS36 voices33↑3↓285A.T32 voices21↑11↓108490.KS31 voices25↑6↓000500.KS31 voices24↑7↓042700.KS30 voices23↑7↓402340.KS30 voices27↑3↓373220.KS29 voices29↑0↓196170.KQ29 voices26↑3↓028300.KQ29 voices23↑6↓047040.KS28 voices23↑5↓
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Publishes in JA · 83 graded calls · YouTube ↗ ·
47plainBooger Score · 50 is a coin flip

50 is a coin flip. Higher means a creator's past calls beat chance on the assets and periods they were made in; lower means they did worse.

A high score does not predict the next call. We tested whether it does, and it does not. We publish the ranking because the record should exist and be checkable. Our scoring is not financial advice and the method behind it is not published.

plain — indistinguishable from luck. This does not predict their next call. We tested whether it does and it does not. Our scoring is not financial advice.

Most coveredKioxia Holdings 8 →TOPIX 7 →日本の不動産・REIT 3 →

30d record, oldest first

The record

89 calls · newest first · every one links to its source
2026-10-19Kioxia Holdings → 285A.T▲ up

キオクシアの復活あるか/メモリー大手5社の事業内容早見表/ずば抜けた現金を稼ぐ力/CXMTとは事業内容が違う/経済安全保障上からも中国メモリー採用の可能性は低い|日本経済新聞社 田中 彰一氏

Will Kioxia Make a Comeback?/A Quick-Reference Table of the Businesses of the 5 Major Memory Makers/Outstanding Cash-Generating Power/Its Business Differs From CXMT's/From an Economic Security Standpoint Too, Adoption of Chinese Memory Is Unlikely|Nikkei Inc., Shoichi Tanaka

7d -7.7% ✗30d in 21d90d in 81d
2026-10-17Kioxia Holdings → 285A.T▼ down

【10月16日(金)東京株式市場】日経平均株価は7日ぶり反発📈898円高/コアウィーブ信用不安和らぎ米株上昇/ベイカレントなどストップ高、「AI脅威論」後退か/キオクシアとSBGは200日線割れを警戒

[Friday, October 16 Tokyo Stock Market] The Nikkei average rebounds for the first time in 7 days 📈 up 898 yen / CoreWeave credit concerns ease, U.S. stocks rise / BayCurrent and others hit limit up — has the "AI threat theory" receded? / Watch out for Kioxia and SBG breaking below the 200-day line

7d -7.7% ✓30d in 19d90d in 79d
2026-10-16Laboro.AI → 5586.T▲ up

【製造業向けAI開発が成長けん引 営業利益99%増へ】Laboro.AI 代表取締役CEO 椎橋 徹夫氏『攻めのIR』× 井上哲男氏/フィジカルAI時代の日本製造業に商機/半導体・自動車向け案件が拡大

[AI development for manufacturing drives growth, operating profit to rise 99%] Laboro.AI President and CEO Tetsuo Shiibashi, "Offensive IR" × Tetsuo Inoue / Business opportunities for Japanese manufacturing in the physical AI era / Semiconductor and automotive projects expanding

7d -7.0% ✗30d in 18d90d in 78d
2026-10-11Japanese construction sector stocks → 1618.T▲ up

業績相場が遅れて到来?/ハイテク株の調整一巡/原油価格の上昇や長期金利の上昇も一服/年末に向けた投資戦略/7ー9月で下落した不動産や建設はねらい目?/半導体株にも注目|シティグループ証券 阪上 亮太氏

Will an earnings-driven market arrive late? / The correction in tech stocks has run its course / The rise in crude oil prices and long-term interest rates also takes a breather / Investment strategy toward year-end / Are real estate and construction, which fell in July–September, a target? / Semiconductor stocks also in focus | Citigroup Securities' Mr. Ryota Sakagami

7d +1.6% ✓30d in 13d90d in 73d
2026-10-04Astellas Pharma → 4503.T▲ up

#13【投資で大切なのは「初心に帰ること」 資産運用3分法を再確認──岡崎・堤のまるごと投資道場】初心者の方必見!/長期投資・ホイール・トレード 3つの戦略を解説!/まるごと投資道場シーズン4突入!

#13 【What Matters in Investing Is "Returning to Your Original Intent" — Reconfirming the Three-Way Asset Allocation Method ── Okazaki & Tsutsumi's All-In-One Investment Dojo】A Must-See for Beginners! / Explaining the Three Strategies: Long-Term Investing, Wheel, and Trade! / All-In-One Investment Dojo Enters Season 4!

7d +2.9% ✓30d in 6d90d in 66d
2026-10-03Gold (yen-denominated) → 1540.T▲ up

【日本で円建てのゴールドを持つべき理由】池水 雄一氏 × アーロン・チャン氏 特別対談~後編~|なぜポートフォリオに金が必要?専門家が語る資産防衛戦略|初心者におすすめの金投資【金曜日のゴールド】

【Why You Should Hold Yen-Denominated Gold in Japan】Yuichi Ikemizu × Aaron Chan Special Dialogue ~Part 2~ | Why Do You Need Gold in Your Portfolio? Experts Discuss Asset Defense Strategies | Gold Investment Recommended for Beginners 【Friday Gold】

7d +1.0% ✓30d in 5d90d in 65d
2026-09-13Japanese robotics sector → 1625.T▲ up

悪い金利上昇は続くのか/中銀ウィークを乗り越えれば超金利は落ち着く?/ディベースメント取引/注目セクターはインフレ下で強い企業/ITサービスやソフトウェア関連に注目?|シティグループ証券 阪上 亮太氏

Will the Bad Kind of Rate Rise Continue? / Will Rates Calm Down Once We Get Through Central Bank Week? / Debasement Trades / Sectors to Watch Are Companies Strong Under Inflation / Focus on IT Services and Software-Related? | Citigroup Securities, Ryota Sakagami

7d +5.3% ✓30d +9.9% ✓90d in 45d
2026-09-13Japanese heavy industry / machinery sector → 1624.T▲ up

悪い金利上昇は続くのか/中銀ウィークを乗り越えれば超金利は落ち着く?/ディベースメント取引/注目セクターはインフレ下で強い企業/ITサービスやソフトウェア関連に注目?|シティグループ証券 阪上 亮太氏

Will the Bad Kind of Rate Rise Continue? / Will Rates Calm Down Once We Get Through Central Bank Week? / Debasement Trades / Sectors to Watch Are Companies Strong Under Inflation / Focus on IT Services and Software-Related? | Citigroup Securities, Ryota Sakagami

7d +3.4% ✓30d +5.0% ✓90d in 45d
2026-09-13Japanese IT services & software sector → 1626.T▲ up

悪い金利上昇は続くのか/中銀ウィークを乗り越えれば超金利は落ち着く?/ディベースメント取引/注目セクターはインフレ下で強い企業/ITサービスやソフトウェア関連に注目?|シティグループ証券 阪上 亮太氏

Will the Bad Kind of Rate Rise Continue? / Will Rates Calm Down Once We Get Through Central Bank Week? / Debasement Trades / Sectors to Watch Are Companies Strong Under Inflation / Focus on IT Services and Software-Related? | Citigroup Securities, Ryota Sakagami

7d +0.7% ✓30d +0.6% ✓90d in 45d
2026-09-13Japanese construction & real estate sector → 1633.T▲ up

悪い金利上昇は続くのか/中銀ウィークを乗り越えれば超金利は落ち着く?/ディベースメント取引/注目セクターはインフレ下で強い企業/ITサービスやソフトウェア関連に注目?|シティグループ証券 阪上 亮太氏

Will the Bad Kind of Rate Rise Continue? / Will Rates Calm Down Once We Get Through Central Bank Week? / Debasement Trades / Sectors to Watch Are Companies Strong Under Inflation / Focus on IT Services and Software-Related? | Citigroup Securities, Ryota Sakagami

7d +0.4% ✓30d -2.6% ✗90d in 45d
2026-09-13Kioxia → 285A.T▼ down

ターニングポイントは10月上旬?/イラン情勢・統計・需給から見えてきたもの/三重県の工業生産統計から分かるキオクシアの動き/米ファンドマネージャ―による節税目的の損出し売り|大和証券 木野内 栄治氏

Is the Turning Point Early October? / What the Iran Situation, Statistics and Supply-Demand Reveal / What Mie Prefecture's Industrial Production Statistics Tell Us About Kioxia's Movements / Tax-Saving Loss Selling by US Fund Managers | Daiwa Securities, Eiji Kinouchi

7d +7.9% ✗30d -10.0% ✓90d in 45d
2026-09-11Japanese bank stocks (megabanks/regional banks) → 1615.T▲ up

【9月10日(木)東京株式市場】#日経平均株価 は3日ぶり反発📈高値引け 128円高/国内金利再び3%視野、銀行株に買い集まる/任天堂、新作発表も期待届かず/CPI・FOMC控え様子見ムード強まる

[Tokyo stock market, Thursday September 10] #NikkeiAverage rebounds for the first time in 3 days 📈 closes at the day's high, up 128 yen/Domestic interest rates again in sight of 3%, buying concentrates in bank stocks/Nintendo, new title announcement falls short of expectations/Wait-and-see mood strengthens ahead of CPI and FOMC

7d -1.2% ✗30d -1.6% ✗90d in 43d
2026-08-31Toei Animation → 4816.T▲ up

【8月末が運命の日、TOPIX採用銘柄が大刷新へ】除外720社!?新規採用候補を解説!|注目銘柄:マクドナルド、フェローテック、セリア、ナカニシ、東映アニメ 他【和島英樹氏|日本株の銘柄選び】

【End of August Is the Day of Destiny, TOPIX Constituent Stocks Face a Major Overhaul】720 Companies Excluded!? Explaining the New Inclusion Candidates! | Stocks to Watch: McDonald's, Ferrotec, Seria, Nakanishi, Toei Animation, and More【Hideki Wajima | Picking Japanese Stocks】

7d -2.5% ✗30d -2.8% ✗90d in 32d
2026-08-31Seria → 2782.T▲ up

【8月末が運命の日、TOPIX採用銘柄が大刷新へ】除外720社!?新規採用候補を解説!|注目銘柄:マクドナルド、フェローテック、セリア、ナカニシ、東映アニメ 他【和島英樹氏|日本株の銘柄選び】

【End of August Is the Day of Destiny, TOPIX Constituent Stocks Face a Major Overhaul】720 Companies Excluded!? Explaining the New Inclusion Candidates! | Stocks to Watch: McDonald's, Ferrotec, Seria, Nakanishi, Toei Animation, and More【Hideki Wajima | Picking Japanese Stocks】

7d +3.3% ✓30d +6.1% ✓90d in 32d
2026-08-31McDonald's Holdings Japan → 2702.T▲ up

【8月末が運命の日、TOPIX採用銘柄が大刷新へ】除外720社!?新規採用候補を解説!|注目銘柄:マクドナルド、フェローテック、セリア、ナカニシ、東映アニメ 他【和島英樹氏|日本株の銘柄選び】

【End of August Is the Day of Destiny, TOPIX Constituent Stocks Face a Major Overhaul】720 Companies Excluded!? Explaining the New Inclusion Candidates! | Stocks to Watch: McDonald's, Ferrotec, Seria, Nakanishi, Toei Animation, and More【Hideki Wajima | Picking Japanese Stocks】

7d +0.3% ✓30d -6.6% ✗90d in 32d
2026-08-23Astellas Pharma → 4503.T▲ up

#10【日経平均15%下落で発動したヘッジ戦略──岡崎・堤のまるごと投資道場 × 岡崎良介】アステラス製薬で利益⇧/半導体一強から変わる日本株相場/ソニー・川崎重のホイール戦略 #かぶオプ #資産運用

#10 [Hedge strategy triggered by a 15% drop in the Nikkei average — Okazaki & Tsutsumi's All-In Investment Dojo × Ryosuke Okazaki] Profits on Astellas Pharma / The Japanese stock market shifting from semiconductor dominance / Sony and Kawasaki Heavy's wheel strategy #KabuOpu #AssetManagement

7d -1.5% ✗30d -2.0% ✗90d in 24d
2026-07-26Aisan Technology → 4667.T▲ up

ティアフォー上場で注目集まる自動運転銘柄/骨太の方針にも重要戦略分野に指定/30年度に自動運転のバスやタクシーなど1万台目標|注目銘柄:アイサンテクや日産自、いすゞなど【和島英樹氏|日本株の銘柄選び】

Self-driving stocks draw attention as TIER IV goes public / Also designated a key strategic field in the fiscal policy framework / Target of 10,000 self-driving buses, taxis and other vehicles by FY2030 | Stocks to watch: Aisan Technology, Nissan, Isuzu and others [Mr. Hideki Wajima | Picking Japanese Stocks]

7d -4.7% ✗30d +11.2% ✓90d +48.2% ✓
2026-07-21日本の不動産・REIT → 1343.T▼ down

【骨太方針と金利上昇リスクを徹底解説|りそなアセットマネジメント 黒瀬 浩一氏】金利上昇で恩恵を受ける銀行と、負担増に直面する不動産・REITの明暗/「政策に売りあり」長期金利3%時代の危うさ

[A Thorough Explanation of the Fiscal Policy Framework and Interest Rate Risk | Resona Asset Management, Mr. Koichi Kurose] The contrast between banks that benefit from rising rates and real estate/REITs facing heavier burdens / "Sell on policy" — the peril of an era of 3% long-term rates

7d +1.1% ✗30d -2.5% ✓90d -9.6% ✓
2026-07-21Niterra (NGK Spark Plug) → 5334.T▲ up

【歴史を超えて評価される「森村グループ」とは】半導体製造で重要性が高まるセラミック産業/森村グループのルーツと意外な歴史/注目銘柄:TOTO、ノリタケ、NGKなど【和島英樹氏|日本株の銘柄選び】

【What is the "Morimura Group", valued beyond history?】The ceramics industry growing in importance for semiconductor manufacturing/The roots and surprising history of the Morimura Group/Stocks to watch: TOTO, Noritake, NGK and others 【Hideki Wajima|Picking Japanese stocks】

7d -7.6% ✗30d -7.7% ✗90d -22.1% ✗
2026-07-21TOTO → 5332.T▲ up

【歴史を超えて評価される「森村グループ」とは】半導体製造で重要性が高まるセラミック産業/森村グループのルーツと意外な歴史/注目銘柄:TOTO、ノリタケ、NGKなど【和島英樹氏|日本株の銘柄選び】

【What is the "Morimura Group", valued beyond history?】The ceramics industry growing in importance for semiconductor manufacturing/The roots and surprising history of the Morimura Group/Stocks to watch: TOTO, Noritake, NGK and others 【Hideki Wajima|Picking Japanese stocks】

7d -7.9% ✗30d -15.5% ✗90d -22.0% ✗
2026-07-21Noritake → 5331.T▲ up

【歴史を超えて評価される「森村グループ」とは】半導体製造で重要性が高まるセラミック産業/森村グループのルーツと意外な歴史/注目銘柄:TOTO、ノリタケ、NGKなど【和島英樹氏|日本株の銘柄選び】

【What is the "Morimura Group", valued beyond history?】The ceramics industry growing in importance for semiconductor manufacturing/The roots and surprising history of the Morimura Group/Stocks to watch: TOTO, Noritake, NGK and others 【Hideki Wajima|Picking Japanese stocks】

7d -4.0% ✗30d +6.4% ✓90d +2.9% ✓
2026-07-13Shin-Etsu Chemical → 4063.T▲ up

AIサーバーで需要拡大?次世代パワー半導体とは/窒化ガリウムは耐久性や充電速度も速くなる?/エヌビディアの800VDC構想/日本株の注目銘柄:ロームなど【和島英樹氏|日本株の銘柄選び】

Demand expanding with AI servers? What are next-generation power semiconductors? / Does gallium nitride also improve durability and charging speed? / Nvidia's 800VDC concept / Japanese stocks to watch: Rohm and others [Hideki Wajima | Picking Japanese Stocks]

7d -1.8% ✗30d -12.7% ✗90d -17.0% ✗
2026-07-08キオクシアホールディングス → 285A.T▼ down

【7月7日(火)東京株式市場】日経平均株価は続落📉/「サムスンショック」発生、韓国総合株価指数が一時8%超下落/キオクシア急落、7万円「防衛ライン」迫る/銀行株が逆行高、三菱UFJは上場来高値更新

[July 7 (Tue) Tokyo Stock Market] Nikkei Average extends its decline / "Samsung shock" hits, Korea Composite Stock Price Index briefly falls over 8% / Kioxia plunges, closing in on the 70,000-yen "defense line" / Bank stocks rise against the trend, Mitsubishi UFJ hits a record high since listing

7d +1.7% ✗30d -33.6% ✓90d -21.8% ✓
2026-07-07TOPIX → 1306.T▲ up

【AIバブルではない?日米株高の正体|#ソニーフィナンシャルグループ 渡辺 浩志氏】AI・半導体が牽引する日米株高/円安とPERの関係/日経平均7万3500円の可能性──年末相場の注目点を解説

[Not an AI Bubble? The True Nature of the Japan-U.S. Stock Rally | #SonyFinancialGroup, Mr. Hiroshi Watanabe] The Japan-U.S. stock rally led by AI and semiconductors / The relationship between yen weakness and PER / The possibility of a 73,500-yen Nikkei average — explaining the key points of the year-end market

7d -0.6% ✗30d +0.0% ✓90d +3.0% ✓
2026-06-28キオクシアホールディングス (Kioxia) → 285A.T▲ up

AIデータセンターへの投資は無謀ではない!?/アンソロピック社の営業黒字化予想でマネタイズの道/半導体需要の構造変化/データセンターの電力消費問題が課題/電力関係の注目銘柄|UBS証券 安井 健二氏

Investment in AI data centers isn't reckless!? / A path to monetization with Anthropic's forecast of an operating profit / Structural change in semiconductor demand / Data centers' power consumption problem is an issue / Power-related stocks to watch | UBS Securities, Kenji Yasui

7d -7.8% ✗30d -49.6% ✗90d -39.7% ✗
2026-06-22明治ホールディングス → 2269.T▲ up

【プロテイン国内市場は2029年400億円へ拡大見通し!?】筋肉回復目的から美容・健康・日常摂取へと用途拡大/注目銘柄:森永乳業・ラクトジャパン・雪印メグミルク・明治HD【和島英樹|日本株の銘柄選び】

[Japan's Domestic Protein Market Projected to Expand to 40 Billion Yen by 2029!?] Uses expanding from muscle recovery to beauty, health and everyday consumption / Stocks to watch: Morinaga Milk, Lacto Japan, Megmilk Snow Brand, Meiji Holdings [Hideki Wajima | Picking Japanese Stocks]

7d +7.2% ✓30d +4.2% ✓90d +20.0% ✓
2026-06-22ラクト・ジャパン → 3139.T▲ up

【プロテイン国内市場は2029年400億円へ拡大見通し!?】筋肉回復目的から美容・健康・日常摂取へと用途拡大/注目銘柄:森永乳業・ラクトジャパン・雪印メグミルク・明治HD【和島英樹|日本株の銘柄選び】

[Japan's Domestic Protein Market Projected to Expand to 40 Billion Yen by 2029!?] Uses expanding from muscle recovery to beauty, health and everyday consumption / Stocks to watch: Morinaga Milk, Lacto Japan, Megmilk Snow Brand, Meiji Holdings [Hideki Wajima | Picking Japanese Stocks]

7d +2.0% ✓30d +8.2% ✓90d +6.2% ✓
2026-06-14TOPIX → 1306.T▼ down

年末に日経平均7万円突破できるか?/日本株下落は急ピッチで上がった調整/コスト上昇による値上げで2桁増益/海外投資家からの資金流入はまだ日本へ/米利上げ1回は織り込み済|シティグループ証券 阪上亮太氏

Can the Nikkei Average Break 70,000 by Year-End? / The Fall in Japanese Stocks Is a Correction After a Rapid Rise / Double-Digit Profit Growth From Price Hikes Driven by Rising Costs / Fund Inflows From Overseas Investors Are Still Heading to Japan / One US Rate Hike Is Already Priced In | Citigroup Global Markets Japan, Ryota Sakagami

7d +2.4% ✗30d +1.1% ✗90d +1.6% ✗
2026-06-12NSグループ → 471A.T▲ up

【保証人がいらない時代へ──急成長「家賃保証ビジネス」の実態】|NSグループ 代表取締役社長 CEO 大塚 孝之 氏『攻めのIR』× 井上 哲男氏/不動産×金融の新常識家賃保証とは?/審査はAI時代へ

【Toward an Era With No Need for Guarantors — The Reality of the Fast-Growing "Rent Guarantee Business"】| NS Group President & CEO Takayuki Otsuka, "IR on the Offensive" × Tetsuo Inoue / The New Normal of Real Estate × Finance — What Is Rent Guarantee? / Screening Enters the AI Era

7d -1.4% ✗30d +11.1% ✓90d +12.4% ✓
2026-05-31MEC Company → 4971.T▲ up

高性能化する半導体/高度なパッケージ技術を支える日本企業/半導体製造における後工程にあたるパッケージの重要な役割とは|注目銘柄:イビデン、レゾナック、住友ベークライト【和島英樹氏|日本株の銘柄選び】

Higher-performance semiconductors / Japanese companies supporting advanced packaging technology / The important role of packaging, the back-end process in semiconductor manufacturing | Stocks to watch: Ibiden, Resonac, Sumitomo Bakelite [Hideki Wajima | Picking Japanese stocks]

7d -13.2% ✗30d -1.6% ✗90d -39.5% ✗
2026-05-31JCU Corporation → 4975.T▲ up

高性能化する半導体/高度なパッケージ技術を支える日本企業/半導体製造における後工程にあたるパッケージの重要な役割とは|注目銘柄:イビデン、レゾナック、住友ベークライト【和島英樹氏|日本株の銘柄選び】

Higher-performance semiconductors / Japanese companies supporting advanced packaging technology / The important role of packaging, the back-end process in semiconductor manufacturing | Stocks to watch: Ibiden, Resonac, Sumitomo Bakelite [Hideki Wajima | Picking Japanese stocks]

7d -7.1% ✗30d +3.0% ✓90d -26.9% ✗
2026-05-31Ibiden → 4062.T▲ up

高性能化する半導体/高度なパッケージ技術を支える日本企業/半導体製造における後工程にあたるパッケージの重要な役割とは|注目銘柄:イビデン、レゾナック、住友ベークライト【和島英樹氏|日本株の銘柄選び】

Higher-performance semiconductors / Japanese companies supporting advanced packaging technology / The important role of packaging, the back-end process in semiconductor manufacturing | Stocks to watch: Ibiden, Resonac, Sumitomo Bakelite [Hideki Wajima | Picking Japanese stocks]

7d -21.7% ✗30d +9.3% ✓90d -6.2% ✗
2026-05-31Resonac Holdings → 4004.T▲ up

高性能化する半導体/高度なパッケージ技術を支える日本企業/半導体製造における後工程にあたるパッケージの重要な役割とは|注目銘柄:イビデン、レゾナック、住友ベークライト【和島英樹氏|日本株の銘柄選び】

Higher-performance semiconductors / Japanese companies supporting advanced packaging technology / The important role of packaging, the back-end process in semiconductor manufacturing | Stocks to watch: Ibiden, Resonac, Sumitomo Bakelite [Hideki Wajima | Picking Japanese stocks]

7d -13.4% ✗30d -4.0% ✗90d -14.0% ✗
2026-05-31Sumitomo Bakelite → 4203.T▲ up

高性能化する半導体/高度なパッケージ技術を支える日本企業/半導体製造における後工程にあたるパッケージの重要な役割とは|注目銘柄:イビデン、レゾナック、住友ベークライト【和島英樹氏|日本株の銘柄選び】

Higher-performance semiconductors / Japanese companies supporting advanced packaging technology / The important role of packaging, the back-end process in semiconductor manufacturing | Stocks to watch: Ibiden, Resonac, Sumitomo Bakelite [Hideki Wajima | Picking Japanese stocks]

7d -9.1% ✗30d +8.6% ✓90d +9.2% ✓
2026-05-20Kioxia Holdings → 285A.T▲ up

【5月19日(火)東京株式市場】日経平均株価は4日続落…金利上昇で相場は二極化/利上げ観測追い風に三菱UFJ上場来高値/キオクシア下落、フジクラ続落…AI相場は調整局面か/ GDP上振れで利上げ観測?

【May 19 (Tue) Tokyo Stock Market】The Nikkei average falls for a fourth day…the market splits in two on rising rates/Mitsubishi UFJ hits an all-time high on a tailwind of rate-hike expectations/Kioxia falls, Fujikura falls again…is the AI market in a correction phase?/Rate-hike expectations on a GDP beat?

7d +18.1% ✓30d +111.7% ✓90d +11.4% ✓
2026-05-15Comforia Residential REIT → 3282.T▲ up

【都心の賃貸マンションに集中投資──分配金成長を実現するREIT事業】コンフォリア・レジデンシャル 執行役員 門馬 庄吾氏『攻めのIR』× 井上 哲男氏/稼働率96%超──都心住宅REITの強さとは

[Concentrated Investment in Central Tokyo Rental Apartments── A REIT Business That Delivers Distribution Growth] Comforia Residential Executive Officer Mr. Shogo Monma "Offensive IR" × Mr. Tetsuo Inoue / Occupancy Over 96%── What Makes Central Tokyo Residential REITs Strong

7d -0.6% ✗30d -1.9% ✗90d -4.7% ✗
2026-04-29TOPIX → 1306.T▲ up

【4月28日(火)東京株式市場】日経平均株価は3日ぶり反落/SOX指数19営業日ぶりに反落/アドテスト決算見通しが市場予想を下回る/大和証G・オリックス、M&Aで明暗か/利上げ観測を背景に銀行株が堅調

【April 28 (Tue) Tokyo Stock Market】The Nikkei average falls back for the first time in three days/The SOX index falls back for the first time in 19 trading days/Advantest's earnings outlook comes in below market forecasts/Daiwa Securities Group and Orix, a split verdict on M&A?/Bank stocks firm against a backdrop of rate-hike expectations

7d +3.3% ✓30d +6.0% ✓90d +6.8% ✓
2026-04-27Japanese machinery sector stocks → 1624.T▲ up

【過熱するAI相場、投機マネーはどこへ向かう?│JPモルガン証券 高田将成氏】5月は日本・韓国・台湾の半導体の値動きに注目!?/投機マネーは次にどこを見るのか/決算をきっかけとしたローテーションに注意

[The Overheating AI Market — Where Will Speculative Money Head? | JPMorgan Securities Mr. Masanari Takada] In May, Watch the Price Moves of Japanese, Korean and Taiwanese Semiconductors!? / Where Will Speculative Money Look Next / Beware of Rotation Triggered by Earnings

7d +2.0% ✓30d -5.1% ✗90d -3.7% ✗
2026-04-27Japanese bank sector stocks → 1615.T▲ up

【過熱するAI相場、投機マネーはどこへ向かう?│JPモルガン証券 高田将成氏】5月は日本・韓国・台湾の半導体の値動きに注目!?/投機マネーは次にどこを見るのか/決算をきっかけとしたローテーションに注意

[The Overheating AI Market — Where Will Speculative Money Head? | JPMorgan Securities Mr. Masanari Takada] In May, Watch the Price Moves of Japanese, Korean and Taiwanese Semiconductors!? / Where Will Speculative Money Look Next / Beware of Rotation Triggered by Earnings

7d +5.0% ✓30d +10.0% ✓90d +33.5% ✓
2026-04-13Nittobo (Nitto Boseki) → 3110.T▲ up

【半導体の高性能化には日本のガラス技術が不可欠!?|田嶋 智太郎】高性能半導体やデータセンター向けに需要拡大/絶縁体にガラスクロスが使われている/日東紡は低熱膨張型のガラスクロス世界シェア9割

[Is Japanese Glass Technology Indispensable for Higher-Performance Semiconductors!? | Tomotaro Tajima] Demand Expanding for High-Performance Semiconductors and Data Centers / Glass Cloth Is Used in the Insulator / Nitto Boseki Has a 90% Global Share in Low-Thermal-Expansion Glass Cloth

7d -7.7% ✗30d -10.9% ✗90d -41.3% ✗
2026-03-29エス・フーズ(SFOODS) → 2292.T▲ up

【内需株中心にスタートする2月期決算|田嶋 智太郎】イラン情勢の影響をどれほど織込むか/イラン戦争前後の騰落率は内需株が9%下落/注目銘柄:スギHD、MrMax、4℃ホールデ、SFOODS、乃村工芸社

[February-Term Earnings Starting Off Centered on Domestic-Demand Stocks | Tomotaro Tajima] How Much Will the Iran Situation Be Priced In / Domestic-Demand Stocks Fell 9% in the Rate of Change Before and After the Iran War / Stocks to Watch: Sugi HD, MrMax, Yondoshi Holdings, S FOODS, Nomura Co.

7d +1.5% ✓30d -5.5% ✗90d -12.1% ✗
2026-03-26東証グロース市場(新興株・IPO市場) → 2516.T▼ down

【3月25日(水)東京株式市場】日経平均株価は続伸!イラン情勢を巡り長期化の懸念緩和が追い風に/アンソロピック躍進で売られる日米ソフトウェア関連/ベーシック、JファーマのIPO初値は公開価格割れに

[Mar 25 (Wed) Tokyo Stock Market] Nikkei average rises for a second day! Easing fears of a prolonged Iran situation provide a tailwind / Japanese and U.S. software names sold off on Anthropic's advance / IPOs of Basic and J-Pharma open below their offer prices

7d +0.5% ✗30d +6.5% ✗90d -2.8% ✓
2026-03-17TOPIX → 1306.T▼ down

【3月16日 (月)東京株式市場】日経平均株価は続落/地政学リスク受けGSはTOPIXの目標引き下げ/国策銘柄のなかでもフィジカルAI関連に注目/ナスダックは200日移動平均線下回り米国株は危険信号?

[Mar 16 (Mon) Tokyo Stock Market] Nikkei average falls for a second day / GS cuts its TOPIX target on geopolitical risk / Among national policy names, physical AI-related ones draw attention / Nasdaq falls below its 200-day moving average — a danger signal for U.S. stocks?

7d -1.7% ✓30d +6.2% ✗90d +11.5% ✗
2026-03-09Sumitomo Bakelite → 4203.T▲ up

【見直し機運高まるパワー半導体──全面安相場で光る次の主役|田嶋 智太郎】パワー半導体市場は中長期で高成長へ/高値警戒と次の投資タイミングとは/注目銘柄:ローム、ルネサス、住友ベ、新電元、エノモト

[Power semiconductors gaining renewed attention — the next star shining in a broadly falling market | Tomotaro Tajima] The power semiconductor market heads for medium- to long-term high growth / Caution on high prices and the next investment timing / Stocks to watch: Rohm, Renesas, Sumitomo Bakelite, Shindengen, Enomoto

7d +2.8% ✓30d +1.3% ✓90d +21.6% ✓
2026-03-03Fujikura → 5803.T▲ up

【3月2日 (月)東京株式市場】日経平均株価は反落/防衛関連のほか電線株に買い集まる/フジクラは2社目標株価引き上げ/海外投資家は持ち合い解消銘柄に注目?/中東情勢よりも米国銀行株の動きに警戒

[Mar 2 (Mon) Tokyo Stock Market] Nikkei average falls back / Buying gathers in electric wire stocks as well as defense names / Two firms raise their target price on Fujikura / Are foreign investors eyeing cross-shareholding-unwinding names? / More wary of U.S. bank stocks than the Middle East situation

7d -12.0% ✗30d -5.4% ✗90d +3.1% ✓
2026-02-21Cybersecurity-related Japanese stocks → 1626.T▲ up

【2月20日 (金)東京株式市場】日経平均株価3日ぶり反落/TOPIXコア30銘柄中心に下落/高市政権「国策17テーマ」防衛など主要テーマはPBR面で過熱感/東エレクなど好決算後に上昇した銘柄が調整に

[Feb 20 (Fri) Tokyo Stock Market] Nikkei average falls for the first time in three days / Declines centered on the TOPIX Core 30 names / The Takaichi administration's "17 national policy themes" — defense and other major themes look overheated on a PBR basis / Names that rose after strong earnings, such as Tokyo Electron, move into a correction

7d +3.1% ✓30d -1.2% ✗90d +14.1% ✓
2026-02-20Resonac Holdings → 4004.T▲ up

【2月19日(木)東京株式市場】日経平均株価続伸!AI・電力・素材が主役に/電線株が急伸、住友電は上場来高値/アドテスト急落…サイバー攻撃が重荷に/JX金属、住友鉱など蓄電池・素材関連に買い集まる

[Feb 19 (Thu) Tokyo Stock Market] Nikkei average rises for a second day! AI, power, and materials take the lead / Electric wire stocks surge, Sumitomo Electric at an all-time high since listing / Advantest plunges… cyberattack weighs on it / Buying gathers in storage battery and materials names such as JX Advanced Metals and Sumitomo Metal Mining

7d +6.3% ✓30d -7.1% ✗90d +54.3% ✓
2026-02-16K&O Energy Group → 1663.T▲ up

【国家プロジェクトに採択された日本初次世代の技術|田嶋 智太郎】ペロブスカイト太陽電池関連での注目企業とは?/積水化、カネカ、NITTOKUなど注目銘柄を一挙紹介/日本初の技術として先行的な育成産業

[Japan's First Next-Generation Technology, Selected as a National Project | Tomotaro Tajima] Which Are the Companies to Watch in Perovskite Solar Cells? / Sekisui Chemical, Kaneka, NITTOKU and More Notable Names Introduced All at Once / An Industry Being Nurtured Ahead of Others as a Japan-First Technology

7d +7.4% ✓30d +9.7% ✓90d -10.2% ✗
2026-02-16NITTOKU → 6145.T▲ up

【国家プロジェクトに採択された日本初次世代の技術|田嶋 智太郎】ペロブスカイト太陽電池関連での注目企業とは?/積水化、カネカ、NITTOKUなど注目銘柄を一挙紹介/日本初の技術として先行的な育成産業

[Japan's First Next-Generation Technology, Selected as a National Project | Tomotaro Tajima] Which Are the Companies to Watch in Perovskite Solar Cells? / Sekisui Chemical, Kaneka, NITTOKU and More Notable Names Introduced All at Once / An Industry Being Nurtured Ahead of Others as a Japan-First Technology

7d +9.1% ✓30d -0.4% ✗90d +27.0% ✓
2026-02-16Kaneka → 4118.T▲ up

【国家プロジェクトに採択された日本初次世代の技術|田嶋 智太郎】ペロブスカイト太陽電池関連での注目企業とは?/積水化、カネカ、NITTOKUなど注目銘柄を一挙紹介/日本初の技術として先行的な育成産業

[Japan's First Next-Generation Technology, Selected as a National Project | Tomotaro Tajima] Which Are the Companies to Watch in Perovskite Solar Cells? / Sekisui Chemical, Kaneka, NITTOKU and More Notable Names Introduced All at Once / An Industry Being Nurtured Ahead of Others as a Japan-First Technology

7d +3.7% ✓30d +0.3% ✓90d +8.5% ✓
2026-02-16Sekisui Chemical → 4204.T▲ up

【国家プロジェクトに採択された日本初次世代の技術|田嶋 智太郎】ペロブスカイト太陽電池関連での注目企業とは?/積水化、カネカ、NITTOKUなど注目銘柄を一挙紹介/日本初の技術として先行的な育成産業

[Japan's First Next-Generation Technology, Selected as a National Project | Tomotaro Tajima] Which Are the Companies to Watch in Perovskite Solar Cells? / Sekisui Chemical, Kaneka, NITTOKU and More Notable Names Introduced All at Once / An Industry Being Nurtured Ahead of Others as a Japan-First Technology

7d +3.3% ✓30d -4.2% ✗90d -18.8% ✗
2026-02-16Timee → 215A.T▲ up

【日経平均高値圏個人投資家はどう動く?│個人投資家 横山利香氏】横山利香流・NISAの使い分け/積立?成長枠?NISAの使い分けを解説/成長枠は「急落・決算」を狙う/NISAは「業績+下落局面」で活用

[With the Nikkei Average in high territory, how do individual investors move? │ Individual investor Rika Yokoyama] Rika Yokoyama's way of using NISA / Accumulation? Growth quota? Explaining how to use NISA for each / Target "sharp drops and earnings" with the growth quota / Use NISA on "earnings + downturn phases"

7d +0.1% ✓30d +8.3% ✓90d +1.0% ✓
2026-02-16AI Robotics → 5588.T▲ up

【日経平均高値圏個人投資家はどう動く?│個人投資家 横山利香氏】横山利香流・NISAの使い分け/積立?成長枠?NISAの使い分けを解説/成長枠は「急落・決算」を狙う/NISAは「業績+下落局面」で活用

[With the Nikkei Average in high territory, how do individual investors move? │ Individual investor Rika Yokoyama] Rika Yokoyama's way of using NISA / Accumulation? Growth quota? Explaining how to use NISA for each / Target "sharp drops and earnings" with the growth quota / Use NISA on "earnings + downturn phases"

7d -10.6% ✗30d -16.4% ✗90d -21.6% ✗
2026-02-10TOPIX → 1306.T▲ up

【2月9日 (月)東京株式市場】日経平均株価は史上最高値!/自民党“大勝”と米ハイテク高が追い風/ISM製造業指数が3年5ヶ月ぶりの高水準へ/JPモルガン年末目標を上方修正/三菱重や川重防衛関連に買い

[Feb 9 (Mon) Tokyo Stock Market] Nikkei average at an all-time high! / An LDP "landslide win" and strong U.S. tech provide a tailwind / ISM manufacturing index to its highest level in 3 years and 5 months / JPMorgan raises its year-end target / Buying in defense-related names such as Mitsubishi Heavy and Kawasaki Heavy

7d -2.4% ✗30d -5.4% ✗90d +0.6% ✓
2026-02-01TOPIX Foods sector (food stocks) → 1617.T▲ up

【食品株相場の可能性|木野内 栄治氏】為替介入でトレンドは変わるのか/為替介入が財源になるかもしれない!?/衆院選挙後は消費減税が行われるか/過去2回の為替介入後の上昇セクターは

[Potential for a Food Stocks Rally | Eiji Kinouchi] Will FX intervention change the trend? / FX intervention might become a revenue source!? / Will a consumption tax cut happen after the Lower House election? / The sectors that rose after the past two FX interventions

7d +7.5% ✓30d +8.1% ✓90d +6.1% ✓
2026-01-31J-REIT (Tokyo Stock Exchange REIT Index) → 1343.T▲ up

インフレ時代=REITの時代!?【REITは株式と不動産投資の間の金融商品?|鳥井裕史氏、テスタ氏】J-REITの基礎知識/金利上昇をどう見るか/ポートフォリオに組込むべきか/おすすめセクターは

The Age of Inflation = The Age of REITs!? [Are REITs a Financial Product Between Equities and Real Estate Investment? | Hiroshi Torii, Testa] Basic knowledge of J-REITs / How to view rising interest rates / Should you include them in your portfolio / Recommended sectors

7d -0.3% ✗30d +2.1% ✓90d -4.3% ✗
2026-01-26DOWA Holdings → 5714.T▲ up

【銅価格が止まらない!AI・データセンター時代に“恩恵を受ける企業”とは?|和島英樹氏】9か月で5割上昇!銅相場に何が?/AI時代最も使われる金属とは/ICSGが示す将来的な供給不足|日本株の銘柄選び

[The copper price won't stop! Which are the "companies that benefit" in the age of AI and data centers? | Mr. Hideki Wajima] Up 50% in 9 months! What's happening in the copper market? / The most-used metal in the AI age / The future supply shortage indicated by the ICSG | Picking Japanese stocks

7d -6.3% ✗30d +14.0% ✓90d +7.4% ✓
2026-01-26Sumitomo Metal Mining → 5713.T▲ up

【銅価格が止まらない!AI・データセンター時代に“恩恵を受ける企業”とは?|和島英樹氏】9か月で5割上昇!銅相場に何が?/AI時代最も使われる金属とは/ICSGが示す将来的な供給不足|日本株の銘柄選び

[The copper price won't stop! Which are the "companies that benefit" in the age of AI and data centers? | Mr. Hideki Wajima] Up 50% in 9 months! What's happening in the copper market? / The most-used metal in the AI age / The future supply shortage indicated by the ICSG | Picking Japanese stocks

7d -2.6% ✗30d +36.9% ✓90d +14.8% ✓
2026-01-26Mitsubishi Materials → 5711.T▲ up

【銅価格が止まらない!AI・データセンター時代に“恩恵を受ける企業”とは?|和島英樹氏】9か月で5割上昇!銅相場に何が?/AI時代最も使われる金属とは/ICSGが示す将来的な供給不足|日本株の銘柄選び

[The copper price won't stop! Which are the "companies that benefit" in the age of AI and data centers? | Mr. Hideki Wajima] Up 50% in 9 months! What's happening in the copper market? / The most-used metal in the AI age / The future supply shortage indicated by the ICSG | Picking Japanese stocks

7d -5.5% ✗30d +28.0% ✓90d +17.8% ✓
2026-01-26JX Advanced Metals → 5016.T▲ up

【銅価格が止まらない!AI・データセンター時代に“恩恵を受ける企業”とは?|和島英樹氏】9か月で5割上昇!銅相場に何が?/AI時代最も使われる金属とは/ICSGが示す将来的な供給不足|日本株の銘柄選び

[The copper price won't stop! Which are the "companies that benefit" in the age of AI and data centers? | Mr. Hideki Wajima] Up 50% in 9 months! What's happening in the copper market? / The most-used metal in the AI age / The future supply shortage indicated by the ICSG | Picking Japanese stocks

7d -8.2% ✗30d +61.7% ✓90d +90.8% ✓
2026-01-26Nittetsu Mining → 1515.T▲ up

【銅価格が止まらない!AI・データセンター時代に“恩恵を受ける企業”とは?|和島英樹氏】9か月で5割上昇!銅相場に何が?/AI時代最も使われる金属とは/ICSGが示す将来的な供給不足|日本株の銘柄選び

[The copper price won't stop! Which are the "companies that benefit" in the age of AI and data centers? | Mr. Hideki Wajima] Up 50% in 9 months! What's happening in the copper market? / The most-used metal in the AI age / The future supply shortage indicated by the ICSG | Picking Japanese stocks

7d -2.9% ✗30d +23.6% ✓90d -27.2% ✗
2026-01-19Shin-Etsu Chemical → 4063.T▲ up

【次の「時価総額10兆円」はどこだ?日本株の主役交代が加速|東海東京インテリジェンス・ラボ 池本卓麻氏】時価総額10兆円超の主要銘柄/東証プライムの3分の1を10兆円企業が占める/製造業は近年増加傾向

[Where is the next "10 trillion yen market cap"? The changing of the guard in Japanese stocks accelerates | Tokai Tokyo Intelligence Lab, Takuma Ikemoto] Major stocks with market caps over 10 trillion yen / Companies worth 10 trillion yen make up a third of the TSE Prime / Manufacturing has been increasing in recent years

7d -4.4% ✗30d -2.6% ✗90d +19.9% ✓
2025-12-29Sumitomo Pharma → 4506.T▲ up

【2025年の活躍銘柄から来年の投資のヒントを探る|和島英樹氏】2025年の日経平均は大きく動いた年に/プライム騰落率トップはキオクシア/半導体は引き続き注目もレアアースや造船にも?|日本株の銘柄選び

【Looking for Hints for Next Year's Investing in 2025's Standout Names|Hideki Wajima】The 2025 Nikkei Average Was a Year of Big Moves/Kioxia Tops the Prime Market's Gainers/Semiconductors Still in Focus, but Rare Earths and Shipbuilding Too?|Picking Japanese Stocks

7d +7.2% ✓30d -1.4% ✗90d -8.2% ✗
2025-12-29Modec (Mitsui Ocean Development & Engineering) → 6269.T▲ up

【2025年の活躍銘柄から来年の投資のヒントを探る|和島英樹氏】2025年の日経平均は大きく動いた年に/プライム騰落率トップはキオクシア/半導体は引き続き注目もレアアースや造船にも?|日本株の銘柄選び

【Looking for Hints for Next Year's Investing in 2025's Standout Names|Hideki Wajima】The 2025 Nikkei Average Was a Year of Big Moves/Kioxia Tops the Prime Market's Gainers/Semiconductors Still in Focus, but Rare Earths and Shipbuilding Too?|Picking Japanese Stocks

7d +5.4% ✓30d +26.2% ✓90d +26.4% ✓
2025-12-26NANO Holdings → 4571.T▲ up

【RNA医薬のパイオニア──脳腫瘍と膝関節症で臨床試験進行中】NANOホールディングス 松村 淳氏・飯野 智氏『攻めのIR』× 井上 哲男氏/金融事業参入で「株式+ファンド」モデルを構築、SBIと提携

[A Pioneer in RNA Medicine — Clinical Trials Under Way for Brain Tumors and Knee Osteoarthritis] NANO Holdings' Atsushi Matsumura and Satoshi Iino, "Offensive IR" × Tetsuo Inoue / Building an "Equity + Fund" Model by Entering the Financial Business, Partnering With SBI

7d +6.0% ✓30d +7.5% ✓90d +17.9% ✓
2025-12-22Japanese real estate sector (Tokyo Stock Exchange real estate sector) → 1633.T▲ up

【2026年日本株はどこまで上がる?日経平均6万円視野│シティグループ証券 阪上亮太氏】格差拡大で出遅れ銘柄は厳しい時代へ/テーマ株が主役AI・防衛・原子力に注目/投資戦略のカギは「テーマ+構造改革」

[How Far Will Japanese Stocks Rise in 2026? A 60,000-Yen Nikkei Average in View | Citigroup Securities, Mr. Ryota Sakagami] With widening disparity, laggard names face a harsh era / Theme stocks are the main act — watch AI, defense, and nuclear power / The key to investment strategy is "themes + structural reform"

7d +0.4% ✓30d +2.3% ✓90d +3.2% ✓
2025-12-21TOPIX → 1306.T▲ up

【TOPIX構成銘柄見直しで何が起きる?投資家が知るべき4つの要点│平野憲一氏】銘柄入れ替えで「天国と地獄」が鮮明化/改革成功なら日経平均「6万5000円」到達!?/勝負の分かれ目は「インフレの継続」

[What Will Happen With the Review of TOPIX Constituents? Four Key Points Investors Should Know│Kenichi Hirano] The Stock Reshuffle Brings "Heaven and Hell" Into Sharp Relief/If the Reform Succeeds, the Nikkei Average Reaches "¥65,000"!?/The Dividing Line Is "Continued Inflation"

7d +0.8% ✓30d +6.5% ✓90d +2.4% ✓
2025-12-19Enigmo → 3665.T▲ up

【BUYMAの挑戦!在庫ゼロ革命と旅行・次世代へ】エニグモ 須田将啓代表取締役社長『攻めのIR』× 大川智宏氏/モノではなく“体験”を売買する新しい旅とは?/調整後EPSで企業価値を押し上げる構造改革

[BUYMA's Challenge! The Zero-Inventory Revolution, and On to Travel and the Next Generation] Enigmo President and CEO Shokei Suda, "Offensive IR" × Tomohiro Okawa / What Is the New Travel That Buys and Sells "Experiences" Rather Than Goods? / Structural Reform That Lifts Corporate Value With Adjusted EPS

7d +3.2% ✓30d +18.5% ✓90d -6.5% ✗
2025-12-19Kewpie → 2809.T▲ up

【日経平均株価は反落|12月18日(木)東京株式市場】AI投資に不安再燃…オラクル撤退で株安/シールブームで文具株注目/OpenAI資金調達加速!IPOで最大1兆円?/キユーピー卵高騰も値上げで強気

【Nikkei Average falls back|December 18 (Thu) Tokyo Stock Market】Anxiety over AI investment flares up again…Stocks fall on Oracle's withdrawal/Stationery stocks in focus on the sticker boom/OpenAI's fundraising accelerates! Up to 1 trillion yen in an IPO?/Kewpie bullish with price hikes despite soaring egg prices

7d -1.2% ✗30d -2.5% ✗90d -3.5% ✗
2025-12-05大塚ホールディングス → 4578.T▲ up

【日経平均株価は続伸|12月4日(木)東京株式市場】TOPIX取引中の最高値更新!/米政権が「ロボット強化発言」でファナック急伸/モスフード競合値上げで“お得感”上場来高値視野/物色広がり大塚HD上昇

[Nikkei Stock Average extends gains | Thursday, December 4, Tokyo Stock Market] TOPIX hits a record high in intraday trading! / Fanuc surges on US administration's "robot reinforcement remarks" / Mos Food's "value appeal" from rivals' price hikes puts all-time high in sight / Buying spreads, Otsuka HD rises

7d +1.7% ✓30d -0.5% ✗90d +11.9% ✓
2025-11-28Meiji Holdings → 2269.T▲ up

日経平均は3日続伸し5万円台回復!【11月27日(木)東京株式市場】FRB利下げ観測で買い続く/サンリオはVRテ-マパーク発表で上げ幅拡大/レゾナックは成長期待で高値更新!/明治HDは免疫力需要で注目

Nikkei Average Rises a Third Straight Day and Recovers the 50,000 Level! [November 27 (Thu) Tokyo Stock Market] Buying Continues on Fed Rate-Cut Expectations / Sanrio Extends Gains on VR Theme Park Announcement / Resonac Hits a New High on Growth Expectations! / Meiji HD in Focus on Immunity Demand

7d -4.0% ✗30d +4.3% ✓90d +17.1% ✓
2025-11-17Tokyo Stock Exchange REIT Index (J-REIT) → 1343.T▲ up

【24年末からの上昇率はTOPIXよりも上!?│深野康彦氏】不動産の市況は好調/東京のオフィス空室率は3%未満/REIT上昇局面では利回りよりもキャピタル狙い/長期金利が上昇しても賃料上昇が追い風に

[The Rate of Rise Since the End of 2024 Is Above TOPIX!? | Mr. Yasuhiko Fukano] Real estate market conditions are strong / Tokyo's office vacancy rate is under 3% / In a REIT upswing, go for capital gains rather than yield / Even if long-term rates rise, rent increases are a tailwind

7d +0.3% ✓30d -0.9% ✗90d +0.5% ✓
2025-11-11双日 → 2768.T▲ up

【11月10日(月)東京株式市場】日経平均株価は反発/米政府閉鎖解除期待高まる/QUICK月次調査で3年で6-7万との予想半数/レアアース中国依存脱却で高まる個別銘柄/キオクシア1年でテンバガー間近

【November 10 (Mon) Tokyo Stock Market】Nikkei Average Rebounds/Hopes Rise for an End to the U.S. Government Shutdown/Half of Respondents in QUICK Monthly Survey Forecast 60,000–70,000 in Three Years/Individual Names Rising on Breaking Away from Rare-Earth Dependence on China/Kioxia Close to a Tenbagger in One Year

7d +1.7% ✓30d +14.5% ✓90d +42.3% ✓
2025-11-03Japan Engine Corporation (ジャパンエンジンコーポレーション) → 6016.T▲ up

【造船業再生への動きが本格化!?|和島英樹氏】日本造船はかつて世界トップだった?/豪新型艦に「もがみ型」採用、関連の三菱重・川重は/造船準大手の名村造/今後期待向かう?三井E&S・中国塗・ジャパンエン

[Is the Move Toward Reviving Shipbuilding Getting Serious!? | Mr. Hideki Wajima] Was Japanese shipbuilding once the world's top? / The "Mogami class" adopted for Australia's new ships — what about the related Mitsubishi Heavy and Kawasaki Heavy / Second-tier shipbuilder Namura Shipbuilding / Will expectations turn there next? Mitsui E&S, Chugoku Paint, Japan Eng

7d -4.4% ✗30d +21.6% ✓90d +7.7% ✓
2025-10-27キャンドゥ (Can Do) → 2698.T▲ up

【節約志向が企業業績を左右する時代|田嶋 智太郎】物価高でも選ばれる企業とは?──キャンドゥ・イオン・サイゼリヤなど“節約ニーズ”を捉えた注目銘柄を一挙紹介【田嶋智太郎の銘柄NAVI】| 企業分析

【An Era Where Frugality Drives Corporate Earnings|Tomotaro Tajima】What companies get chosen even amid high prices? ── An all-at-once rundown of stocks to watch that have captured "frugality needs" — Can Do, Aeon, Saizeriya and more 【Tomotaro Tajima's Stock NAVI】| Company Analysis

7d -5.4% ✗30d -1.9% ✗90d -5.8% ✗
2025-10-26Terra Drone → 278A.T▲ up

【日本初のメガベンチャーを目指す!│徳重 徹氏】Terra DroneとTerra Chargeの2社の代表を務める徳重氏/常に新しいことをやり続ける/ベンチマークはイーロンマスク/IPOは通過点

[Aiming to Become Japan's First Mega-Venture! | Mr. Toru Tokushige] Mr. Tokushige, who serves as head of two companies, Terra Drone and Terra Charge / Always keep doing new things / The benchmark is Elon Musk / The IPO is a waypoint

7d -5.3% ✗30d -12.8% ✗90d -22.2% ✗
2025-10-21M3 → 2413.T▲ up

【10月20日(月)東京株式市場】日経平均株価は反発/米国地銀信用リスク後退/高市トレード再燃で日本株上昇/SBGは時価総額36兆円でNAVを上回る?/米ハイテク株ファンドへの資金流入は増加で過去最高

【October 20 (Mon) Tokyo Stock Market】The Nikkei average rebounds / U.S. regional bank credit risk recedes / Japanese stocks rise as the Takaichi trade reignites / Does SBG's 36 trillion yen market cap exceed its NAV? / Fund inflows into U.S. tech funds increase to an all-time high

7d -3.1% ✗30d +10.1% ✓90d -7.2% ✗
2025-10-21ALSOK (Sohgo Security Services) → 2331.T▲ up

【10月20日(月)東京株式市場】日経平均株価は反発/米国地銀信用リスク後退/高市トレード再燃で日本株上昇/SBGは時価総額36兆円でNAVを上回る?/米ハイテク株ファンドへの資金流入は増加で過去最高

【October 20 (Mon) Tokyo Stock Market】The Nikkei average rebounds / U.S. regional bank credit risk recedes / Japanese stocks rise as the Takaichi trade reignites / Does SBG's 36 trillion yen market cap exceed its NAV? / Fund inflows into U.S. tech funds increase to an all-time high

7d -0.2% ✗30d +12.1% ✓90d +16.1% ✓
2025-10-07Yokohama Rubber → 5101.T▲ up

【10月6日(月)東京株式市場】日経平均株価は大幅続伸/サナエノミクスで防衛・核融合・セキュリティー関連に買い/日経半導体指数は3日続伸/半導体関連も高市トレード?/OIS指標での利上げ確率急低下

【October 6 (Mon) Tokyo Stock Market】The Nikkei average rises sharply for a second day/Sanaenomics brings buying in defense, nuclear fusion and security names/The Nikkei semiconductor index rises for a third day/Are semiconductor names also a Takaichi trade?/Rate-hike probability from OIS indicators plunges

7d -8.0% ✗30d -1.1% ✗90d +8.4% ✓
2025-10-07Japan Tobacco → 2914.T▲ up

【10月6日(月)東京株式市場】日経平均株価は大幅続伸/サナエノミクスで防衛・核融合・セキュリティー関連に買い/日経半導体指数は3日続伸/半導体関連も高市トレード?/OIS指標での利上げ確率急低下

【October 6 (Mon) Tokyo Stock Market】The Nikkei average rises sharply for a second day/Sanaenomics brings buying in defense, nuclear fusion and security names/The Nikkei semiconductor index rises for a third day/Are semiconductor names also a Takaichi trade?/Rate-hike probability from OIS indicators plunges

7d +0.7% ✓30d +12.2% ✓90d +18.2% ✓
2025-10-07Kajima → 1812.T▲ up

【10月6日(月)東京株式市場】日経平均株価は大幅続伸/サナエノミクスで防衛・核融合・セキュリティー関連に買い/日経半導体指数は3日続伸/半導体関連も高市トレード?/OIS指標での利上げ確率急低下

【October 6 (Mon) Tokyo Stock Market】The Nikkei average rises sharply for a second day/Sanaenomics brings buying in defense, nuclear fusion and security names/The Nikkei semiconductor index rises for a third day/Are semiconductor names also a Takaichi trade?/Rate-hike probability from OIS indicators plunges

7d -2.3% ✗30d +14.4% ✓90d +32.4% ✓
2025-10-05TOPIX / Japanese equities → 1306.T▲ up

【日本は投資家にとって天国!?バフェット氏が日本株に注目した理由とは|イェスパー・コール氏】今後グローバルな投資テーマは日本ブランド・防衛・KKK規制緩和/相互関税の影響注視/AIは金融の成長促進

【Is Japan Heaven for Investors!? The Reason Buffett Focused on Japanese Stocks | Jesper Koll】Going Forward, the Global Investment Themes Are Japanese Brands, Defense and KKK Deregulation / Watching the Impact of Reciprocal Tariffs / AI Promotes Growth in Finance

7d -2.9% ✗30d +2.6% ✓90d +7.8% ✓
2025-10-04Kioxia Holdings → 285A.T▼ down

【10月3日(金)東京株式市場】日経平均株価は最高値更新/キオクシアが連日のストップ高も過熱感警戒/日立はOpenAI、富士通はNVIDIAと提携で半導体好材料/自社株買い過去最高/直近IPOは苦戦

[Friday, October 3 Tokyo Stock Market] The Nikkei average hits a record high / Kioxia hits limit up for a second day but watch for overheating / Hitachi partners with OpenAI, Fujitsu with NVIDIA — good news for semiconductors / Share buybacks at a record high / Recent IPOs struggle

7d -5.1% ✓30d +70.3% ✗90d +79.6% ✗
2025-10-03IG Port → 3791.T▲ up

【10月2日(木)東京株式市場】日経平均株価は反発/米国市場、追加利下げ期待が高まる/キオクシアは米サンディスク上昇と北上工場稼働の好材料/IP関連に再び注目?10月から新クールでアニメ放送|日本株

[Thursday, October 2 Tokyo Stock Market] The Nikkei average rebounds / U.S. market: expectations for additional rate cuts rise / Kioxia has the good news of U.S. SanDisk's rise and the Kitakami plant going online / IP-related names in focus again? New anime season airing from October | Japanese stocks

7d -2.4% ✗30d -5.2% ✗90d -14.0% ✗
2025-10-03Kioxia Holdings → 285A.T▲ up

【10月2日(木)東京株式市場】日経平均株価は反発/米国市場、追加利下げ期待が高まる/キオクシアは米サンディスク上昇と北上工場稼働の好材料/IP関連に再び注目?10月から新クールでアニメ放送|日本株

[Thursday, October 2 Tokyo Stock Market] The Nikkei average rebounds / U.S. market: expectations for additional rate cuts rise / Kioxia has the good news of U.S. SanDisk's rise and the Kitakami plant going online / IP-related names in focus again? New anime season airing from October | Japanese stocks

7d -0.3% ✗30d +74.1% ✓90d +83.7% ✓
2025-09-28Tri Chemical Laboratories → 4369.T▲ up

【エヌビディアがインテルへの出資は半導体前工程銘柄の見直しの兆し!?│和島英樹氏】日本株は半導体製造前工程に強み/半導体製造の前工程銘柄は出遅れ?/東エレク・レーザーテク・野村マイクロなど解説

[Is NVIDIA's Investment in Intel a Sign of a Rethink on Semiconductor Front-End Stocks!? │ Hideki Wajima] Japanese stocks have strength in semiconductor front-end manufacturing / Are front-end semiconductor manufacturing stocks lagging behind? / Commentary on Tokyo Electron, Lasertec, Nomura Micro Science and others

7d +12.3% ✓30d +1.4% ✓90d -4.5% ✗
2025-09-26Ai Robotics → 247A.T▲ up

【自社AIシステムを活用しスキンケアブランド「Yunth」を展開】Aiロボティクス 龍川 誠社長『攻めのIR』×大川智宏氏/AI×マーケティング×商品力でデータドリブン型の事業展開│日本株銘柄分析

[Rolling Out the Skincare Brand "Yunth" Using Its Own In-House AI System] Ai Robotics President Makoto Tatsukawa "Offensive IR" × Mr. Tomohiro Okawa / Data-Driven Business Development with AI × Marketing × Product Strength | Japanese Stock Analysis

7d -2.7% ✗30d +10.9% ✓90d -4.4% ✗
2025-09-19Resonac Holdings → 4004.T▲ up

【9月18日(木)東京株式市場】日経平均株価は最高値更新/ドットチャートでは年内0.25%の利下げを2回見込む/日本株は半導体材料の企業に注目/中国エヌビディア締め出しか/東宝チェンソーマン明日公開

[Thursday, September 18 Tokyo Stock Market] The Nikkei average hits a record high / The dot chart points to two 0.25% rate cuts within the year / Japanese stocks: focus on semiconductor materials companies / Will China shut Nvidia out? / Toho's Chainsaw Man opens tomorrow

7d -1.0% ✗30d +16.1% ✓90d +13.3% ✓
2025-09-17Disco → 6146.T▲ up

【9月16日(火)東京株式市場】日経平均株価は4日続伸/ナスダックやSOX指数の最高値を受け日本市場も上昇/日本株はAI関連の出遅れ物色意識/ユニクロ、国内売上高1兆円もファストリの株価は伸び悩む

[Tuesday, September 16 Tokyo Stock Market] The Nikkei average rises for a 4th straight day / Japan's market also climbs after record highs in the Nasdaq and SOX index / Japanese stocks: awareness of bargain-hunting in laggard AI-related names / Uniqlo's domestic sales top 1 trillion yen, but Fast Retailing's share price stalls

7d +7.7% ✓30d +14.5% ✓90d +2.5% ✓