Five high-dividend domestic-demand stocks yielding over 4.8% have been selected as stocks that appear to have lagged behind. Against the backdrop of concerns over US interest rate hikes and developments in AI- and semiconductor-related stocks, the article outlines market trends and key points attracting attention in these stocks.
Following hawkish remarks from the US Federal Reserve, the market increasingly focused on the view that expectations of an early rate hike would strengthen, and the Nikkei 225 became more volatile through August. Employment data and the easing trend in consumer price indicators once again attracted attention, with developments in the stock market spilling over more broadly.
A rebound in AI- and semiconductor-related stocks is becoming a focal point. Despite expectations that some underlying factors may improve, concerns remain about the future balance of supply and demand, while trends in IPO fund flows and long-term interest rates are expected to affect investor sentiment. September is also a month in which investors seek dividend-related shareholder benefits, and some market observers point to the possibility of funds flowing into value stocks.
This feature focuses on high-dividend domestic-demand stocks yielding over 4.8%. It also presents the view that these stocks have significantly lagged behind. The selection criteria include examples of gains in nonferrous stocks, such as Mitsubishi Materials and Sumitomo Metal Mining, as well as stocks whose earnings results were viewed favorably.
With investors seeking dividend-related shareholder benefits at the end of September, attention is focused on efforts to identify opportunities to buy high-dividend stocks on dips. Alongside overall market trends, investors are expected to look for opportunities to buy AI- and semiconductor-related stocks on dips, and the current phase may be viewed as a medium-term buying opportunity over the longer term.