Japanese stocks are hot

投稿日: 投稿者: タダシ

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Live Announcement: We’ll be performing at Tokyo Club. Our band will mainly play Radiohead songs. If you’re interested, please come and see us!

 

April 18th (Saturday) Event List (March 2026) | Live Music & Bar Tokyo Club

April 18th, 2026 (Saturday) Doors open at 12:30 | Live Music & Bar Tokyo Club

(Suidobashi Branch)

This might be the last concert for our pianist/drummer, so we’d be grateful if you could come and give us some encouragement.

 

 

* USA: Depends on Trump’s mood

Whether a ceasefire agreement will be reached and the Strait of Hormuz will be resolved and liberated. If the war resumes, oil prices will rise, inflation concerns will increase, interest rates will rise, and stock prices will fall.

 

The stock market is being driven by data center-related stocks and semiconductor-related stocks.

 

Caterpillar reached an all-time high.

 

 

* Japan: Semiconductor-related, wire-related

Semiconductor-related and wire-related stocks are soaring. This trend is likely to continue next week. I’m already invested, so I’m just observing. Fujikura, which I bought last year through NISA, has increased fivefold in a year. It’s overpriced, but I’ll hold it for at least another five years. It’s a core stock in the dream of nuclear fusion.

 

My top pick, Komatsu, is also good. Komatsu has strong ties to anti-US groups, and last year they signed a $440 million mining equipment contract in Pakistan. Komatsu construction equipment will likely be used more than Caterpillar’s for Iran’s reconstruction. I think the day when Komatsu’s Middle East business efforts bear fruit is near.

 

Caterpillar’s market capitalization is 58.5 trillion yen, Komatsu’s is 6.3 trillion yen, making the Caterpillar-Komatsu ratio 9.24 times. Is Komatsu’s stock price cheap, or Caterpillar’s expensive?

 

Sandvik’s stock price has also reached a new high. Komatsu is down about 15% from its high of 7840 yen. It’s a stock that’s easy to ride future themes. If I were a foreign investor, I’d invest a lot. I have high hopes for the future. * Emerging Markets: Brazil

Brazil is experiencing a strong currency and rising stock prices. The Brazilian real has returned 11.65% year-to-date, and its ETFs have risen 28.35%. The Brazilian market is hot.

 

* Commodity Prices: Crude Oil Price is Key

Although crude oil prices fell 13.6% from the previous week, they are still at $95.60, about 1.5 times the $65 level before the Iran conflict.

The key is whether crude oil prices will return to this level. Prices in the $90 range are a concern due to inflation.

* India: Buybacks After a Long Time

Indian stocks also saw buying activity. Major stock indices rose by about 6% this week.

There’s no need to rush into buying Indian stocks. Indian stocks are suitable for steady, long-term investment.

Think of it as an investment for 20 years into the future.

 

 

 

Data: Bloomberg

Certified International Investment Analyst (CIIA)

Certified Manager of Securities Analysts (CMA)

AFP

Tadashi Fujii

投稿者プロフィール

タダシ
大学時代から株式投資をはじめ、証券会社のトレーダーとなる。以後、30年
金融畑一筋。専門分野は債券、クレジット。
日本証券アナリスト協会検定会員（CMA）、国際公認投資アナリスト（CIIA)

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