This article explains the performance of Nobel Prize-related stocks and 3 rules for avoiding misjudgments. It covers the movements in PTS trading and at the opening immediately after the announcement, as well as share price performance one month later, and organizes specific rules for entry, exit and capital allocation.
The article reviews how the share prices of award winners and related stocks move after the announcements of scientific prizes, including the 2026 Nobel Prize in Chemistry. The announcements are made in Japan time after 18:30 for the Physiology or Medicine Prize and after 18:45 for the Physics and Chemistry Prizes, and it notes that movements are more likely to occur in PTS trading after the regular market has already closed.
Historical data show that many stocks rise on the first trading day after the award announcement, while around 1 month later, many related stocks often decline as the buying fervor subsides. Asahi Kasei tended to maintain its gains after the award, whereas other stocks often fell below their previous levels.
Based on this phenomenon, the article presents 3 rules for avoiding buying Nobel Prize-related stocks at the top. It says that it is important to decide why to buy and at what price before entering, set an exit line based on both a price and a time period, and clearly define capital allocation and a policy of avoiding averaging down.
It also introduces practical procedures, including examples of notes for creating a trading plan, criteria for waiting for a pullback, the benefits of staggered entry, and points to bear in mind regarding NISA. Finally, it lists 5 stocks as examples of companies focused on asymmetric and organic synthesis and considers how to apply the rules.