The article explains which Japanese stocks to choose as candidates for long-term ownership during the next stock market crash. Toyota Motor, Sony, ITOCHU and Ajinomoto, as well as Fast Retailing, are cited as specific examples, along with a long-term perspective and points to consider when buying.
Factors that could trigger a stock market crash include a backlash against excessive expectations for AI, interest-rate volatility and unexpected, sudden changes in the international situation. However, accurately forecasting when a crash will occur is considered difficult.
To prepare for a market crash, it is said to be useful to identify in advance companies with businesses that will continue to be needed, from a long-term ownership perspective. Specific examples include Toyota Motor, Sony Group and ITOCHU Corporation.
Ajinomoto is featured as a potential purchase, with its expansion into areas beyond food, including its semiconductor materials business known as ABF, introduced. Fast Retailing is also discussed in terms of the difficulty of purchasing high-priced shares and the value of reconsidering the stock after a significant correction. Indicative closing prices and purchase amounts are also mentioned.
The use of AI is also recommended for investment decisions, with methods for analyzing earnings, financials and news using tools such as WarrenAI introduced. AI is said to be useful for checking indicators such as the moving-average divergence rate and RSI. The importance of allocating funds on the premise of diversification is also emphasized.