Based on the Halloween effect, this article carefully selects 20 stocks as the strongest six-month holding candidates to buy at the end of October and hold through May, explaining the rationale for the selections with a focus on earnings and record-date events from winter through spring.
The stock market is known for a six-month upward pattern called the Halloween effect, and the strategy of buying at the end of October and holding through May of the following year has attracted attention. Citing data compiled by Monex Securities, the article presents historical win rates and returns.
The article sets out a policy of selecting 20 stocks that can be bought at the end of October and are likely to see catalysts emerge during earnings and record-date periods from winter through spring, based on four selection criteria. Specifically, the criteria include seasonal stocks, record dates, dividends, shareholder benefits and movements surrounding end events.
Among the stocks covered, 建設技術研究所 is highlighted for the concentration of its profits in the January-March quarter due to the fiscal year-end of government agencies, as well as the potential tailwinds from Bank of Japan policy developments and disaster-prevention budget trends. 日本スキー場開発 is described as being supported by winter visitor trends and its summer business, with the effects likely to become more visible in its results over the six-month period.
The article organizes specific operating results and the timing of dividend and shareholder-benefit record dates for each stock. It also includes a disclaimer encouraging readers to verify primary information, including IR materials and timely disclosures.