Is SpaceX a hidden gem? – 長期投資で年金問題なんて怖くない

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SpaceX has listed on the stock exchange, and its market capitalization is already 337 trillion yen. This is about 50% of Apple’s market capitalization.

Will SpaceX’s overvalued stock become a hidden gem like the FAANG stocks? Looking at the rate of change since listing, Alphabet has risen approximately 24 times, Amazon approximately 28 times, Apple approximately 24 times, and NVDA approximately 343 times. Since the TOPIX market capitalization is approximately 1315 trillion yen, if we assume the TOPIX is fixed, SpaceX’s stock price would rise to four times its current level, reversing the TOPIX.

It’s a monopolistic company with high growth potential, but the stock price seems to have already factored in its value.

Depending on future earnings, stocks like this tend to be sold off more than the index during market corrections. Are index funds buying it?

It’s too expensive for me to buy.

Stock Market: Semiconductor-Related Stocks in Both Japan and the US

The semiconductor index (SOX index) rose 9.42% last week, significantly outperforming the S&P 500’s 0.65%, the Dow Jones Industrial Average’s 0.66%, and the Nasdaq’s 0.70%. Semiconductor stocks are driving the market.

In Japan, Tokyo Electron, SCREEN, Disco, and Kioxia all saw significant gains.

They are currently at somewhat overvalued levels. Among these, Kioxia appears relatively undervalued.

With SpaceX’s successful IPO, these stocks are expected to remain strong next week.

Japanese Stocks: NT Ratio Remains High

The NT ratio, the divisor for the Nikkei 225 and TOPIX, has risen above 17. Some stocks are rising, pushing up the Nikkei 225. As a result, TOPIX appears to be lagging behind. Of the TOPIX constituent stocks, 607 have a PBR below 1, the highest number this year.

The basic principle of stock investment is to buy low. When stocks are being sold off, it’s a great opportunity to acquire high-quality stocks.

Currently, Tokyo Electron’s projected P/E ratio is around 46, but a few years ago it was below 10.

Stock investing isn’t about chasing popular stocks, but about finding golden eggs.

The premise of investing is the future market size and growth potential of the industry to which the company belongs, and its value within that industry.

India: Rebound centered on large-cap stocks

Large-cap stocks were bought for the first time in a while. Even so, the large-cap index is still about 10% below its level at the end of last year.