As prolonged autumn rain continues, individual investors are increasingly focusing on strengthening disaster preparedness, infrastructure-related stocks, and semiconductor and peripheral stocks. In a discussion-format feature, used-car sales, disaster-prevention materials, regional bank stocks, and recycling-related stocks were among those cited.
In a Nikkei discussion feature, 2 people, invester and James煩悩, discussed torrential-rain disasters and disaster preparedness. Among the related stocks, attention focused on companies engaged in used-car sales, including general contractor Hazama Ando, with the discussion examining market trends against the backdrop of demand for vehicle deliveries after disasters.
Maeda Kosen was cited as a disaster-preparedness stock because it sells flood-control materials such as sandbags, while there was also an opinion that investors should become more selective when choosing regional bank stocks. Although bank stocks tend to be bought during periods of rising interest rates, the participants said that attention must be paid to unrealized gains and losses and the condition of borrowers.
In the semiconductor sector, there were views pointing to growth potential among peripheral stocks, with attention focused on the recycling business of Matsuda Sangyo and the performance of Kioxia Holdings. Hokkaido Electric Power and Tohoku Electric Power, among other electric power companies, were also cited as being affected in their share prices by developments involving data centers and semiconductors.
The article organizes information around infrastructure and disaster-prevention, energy and resources, and semiconductor-related peripheral stocks as industry themes for the market from autumn onward. A distinguishing feature is that each stock is attracting attention against the backdrop of its individual earnings and supply-and-demand trends.