Tax-loss selling in October is considered to have ended, and Eiji Kinouchi (木野内栄治) commented on the stocks he is watching now. Although concern about a stronger yen remains, the view presented is that a repeat of the Reiwa-era Black Monday is unlikely.
The Nikkei Average ended October trading, while AI-related fundamentals were judged sound toward month-end. Despite the results of next week's U.S. presidential election, the view presented is that market uncertainty will be temporary.
Regarding concerns about neocloud-related businesses, the view was expressed that signs of resolution would emerge during October. The article is positioned as a premium series, and attention is focusing on the future performance of individual stocks.
The market situation at the end of October and the outlook ahead have been organised in a breaking report, with notice that the rest of the article is available only to premium-plan subscribers. The latest data on individual stocks, including information on the previous day's most-accessed stocks, is also provided.