さすがに売られすぎ？この急落で年初来安値接近の人気大型株３選

上岡正明【MBA保有の脳科学者】

18 Apr 202410:27

Summary

TLDRThe video script discusses the significant drop in the Nikkei average, with major stocks falling by around 3000 points from their highs. The host aims to spotlight three popular large-cap stocks that have become more affordable due to this downturn, presenting an opportunity for viewers who previously couldn't afford them. The stocks mentioned include Daikin Industries, known for air conditioning, with a focus on its performance in China and the U.S., NTT, a telecommunications giant, and Panasonic, which has shown growth despite recent challenges. The script also touches on the potential impact of regulatory changes on NTT and the importance of due diligence for investors.

Takeaways

📉 The Nikkei Index has dropped significantly, around 3000 points from its high.
💼 Popular high-value stocks have also seen major declines.
📈 Focus on three large-cap stocks that have dropped in price, presenting potential buying opportunities.
🏭 Daikin Industries: Once highly valued, now significantly cheaper due to a drop from 28,000 yen to 19,520 yen.
📊 Daikin's revenue is expected to double from 2020 to 2024, with significant growth in the U.S. market.
📡 NTT (Nippon Telegraph and Telephone): Experienced a major drop recently, offering a potential buying opportunity.
💰 NTT's dividend yield is 2.4%, with potential for growth if stock prices rise.
📰 Recent legislation changes impacting NTT, raising concerns about foreign ownership and control.
🔋 Panasonic Holdings: Stock price dropped from 1,800 yen to 1,350 yen, presenting a potential buying opportunity.
🚗 Panasonic's revenue growth driven by contributions from the EV battery sector and automotive information systems.
📉 Despite growth, Panasonic faces challenges with potential red ink in the automotive battery sector, impacting stock prices.

Q & A

What is the main topic discussed in the video script?
-The main topic discussed in the video script is the significant drop in the Nikkei average and the opportunity to buy popular stocks at lower prices.
How much did the Nikkei average drop according to the script?
-The script suggests that the Nikkei average dropped by around 3000 points from its high.
What is the focus of the video in terms of stock selection?
-The focus is on selecting large-cap stocks that have become more affordable due to the recent market downturn and were previously too expensive to buy.
What is the script's advice regarding the timing of stock purchases?
-The script advises viewers to consider their own timing for buying stocks and not to feel obligated to purchase immediately after the video's suggestions.
Which company is mentioned as having a significant drop in stock price, and what was the reason?
-Daikin Industries is mentioned as having a significant drop in stock price, partly due to economic downturns in China, despite having good sales.
What is the script's view on Daikin Industries' future sales and profits?
-The script suggests that Daikin Industries' sales and profits are expected to grow significantly, with sales potentially doubling by 2024.
What is the script's perspective on NTT's stock price and its recent performance?
-The script indicates that NTT's stock price has dropped recently but notes that it could be a good buying opportunity as it has reached a low similar to its value in December of the previous year.
What recent news about NTT is mentioned in the script, and how might it affect the company?
-The script mentions the passing of the revised NTT law, which could potentially lead to foreign capital taking control of NTT and affecting its stock price.
Which stock is suggested as a potential buy due to its significant drop in price?
-Panasonic is suggested as a potential buy due to its significant drop in price, with its stock having fallen from around 1800 yen to approximately 1350 yen.
What are some of the factors contributing to Panasonic's growth mentioned in the script?
-Factors contributing to Panasonic's growth mentioned in the script include contributions from the U.S. electric vehicle (EV) battery production and recovery in car information systems sales.
What is the script's caution regarding Panasonic's车载 battery business?
-The script cautions that there is a risk of Panasonic's 车载 battery business falling into the red, which could potentially push the stock price down.

Outlines

00:00

📉 Stock Market Analysis: Selecting Undervalued Stocks

The video script discusses a special focus on the significant drop in the Nikkei average, with some stocks falling by around 3000 points from their peak. The speaker intends to introduce three undervalued large-cap stocks that were previously too expensive to buy but are now more affordable due to the market downturn. The first stock mentioned is Daikin Industries, a popular and previously rising stock, which has seen a drop due to economic conditions in China. Despite this, Daikin's sales, particularly in the U.S., have been robust, compensating for any losses in China. The company's sales and profits are predicted to grow significantly by 2024. The video emphasizes the importance of timing and careful consideration when investing in these stocks.

05:02

📞 NTT's Stock Performance and Regulatory Changes

This paragraph delves into NTT, a telecommunications giant that has recently seen its stock price drop significantly due to market fluctuations. Despite this, the company's sales and profits are growing, with a focus on expanding to corporate clients. The speaker also discusses the recent passing of the revised NTT law, which lifts some of the special regulations that NTT was previously under, potentially opening the company up to foreign capital and acquisition. This could have significant implications for the company's stock price and control. The summary highlights the potential risks and opportunities presented by these regulatory changes.

10:02

📉 Panasonic's Market Performance and Future Prospects

The final paragraph of the script focuses on Panasonic, a company that has been steadily declining in stock price but shows signs of strong support levels around 1350 yen. The speaker suggests that if the company can recover from its current challenges, particularly in the automotive battery sector, its stock price may rise. Panasonic's sales and profits are growing, with contributions from the U.S. electric vehicle market and车载信息系统 (the last part of the sentence seems to be cut off, but it likely refers to the recovery and growth in the automotive information system sector). The company's future performance will be closely watched by investors.

Mindmap

Keywords

💡Nikkei Average

The Nikkei Average, also known as the Nikkei 225, is a stock market index for the Tokyo Stock Exchange. It is a price-weighted index, which means the value of each stock in the index is proportional to its price. In the video, the Nikkei Average is mentioned as having significantly dropped, indicating a bearish trend in the market, which is a central theme of the discussion.

💡Popular Stocks

Popular stocks refer to shares in companies that are widely held and traded by investors due to their market presence or investor interest. The script mentions that despite the overall market downturn, certain popular stocks, particularly large-cap stocks, have experienced significant price drops, making them a focus of the video's analysis.

💡Large-cap Stocks

Large-cap stocks are shares in large capitalization companies, typically those with a market value of over $10 billion. They are often considered stable investments. The video discusses how these stocks, which were previously high-priced and out of reach for some investors, have become more affordable due to recent market declines.

💡Stock Price Fluctuation

Stock price fluctuation refers to the changes in the market value of a stock. The video script describes how certain stocks have seen substantial price reductions, providing potential buying opportunities for investors looking to enter the market at a lower cost.

💡Investment Timing

Investment timing is the strategy of making investment decisions based on the time at which the investment is made, in an attempt to buy low and sell high. The video emphasizes that viewers should consider their own timing and research before making investment decisions, rather than rushing to buy based on the video's content.

💡Daikin Industries

Daikin Industries is a specific company mentioned in the script as an example of a popular and previously high-priced stock that has seen a significant drop in price. The company is known for its air conditioning products and has a substantial presence in the Chinese market, which is relevant to the discussion of global economic influences on stock prices.

💡NTT

NTT, or Nippon Telegraph and Telephone Corporation, is a major telecommunications company in Japan. The script discusses NTT's stock performance, noting a recent drop in price to a level not seen since the previous year, presenting a potential buying opportunity for investors.

💡Dividend Yield

Dividend yield is a financial ratio that shows the annual dividend income an investor will receive from an investment, expressed as a percentage of the stock's current market price. The video mentions NTT's dividend yield, indicating that while it is not high, it could improve if the stock price drops further.

💡Panasonic

Panasonic is a multinational conglomerate known for various electronics products and solutions. The script highlights Panasonic's stock as another example of a popular large-cap stock that has experienced a notable price decline, with discussions around its business performance and potential for recovery.

💡Electric Vehicle (EV) Market

The electric vehicle market refers to the industry involving the development, manufacturing, and sale of electric cars. The video mentions Panasonic's contributions to this market, particularly in battery production for EVs, as a factor influencing its stock performance.

💡Corporate Restructuring

Corporate restructuring involves making significant changes to a company's structure or operations to improve efficiency, performance, or profitability. The script refers to Toshiba's situation as an example of a company undergoing restructuring and facing challenges, which contrasts with the performance of other companies discussed in the video.

Highlights

The Nikkei average has significantly dropped, with a decrease of around 3000 points from its peak.

Popular large-cap stocks have also seen substantial declines in their stock prices.

The focus is on three major stocks that investors may want to consider buying at their lower prices.

Stocks that were previously too expensive are now being featured for potential purchase at lower values.

Investors are advised to consider their own timing and thoroughly examine the stocks before investing.

Daikin Industries, a popular and previously rising stock, has seen a significant drop due to various factors including the Chinese economy.

Daikin's stock price has dropped from 28,000 yen to 19,520 yen, indicating a substantial decrease.

Despite the drop, Daikin's sales are predicted to double from 2020 to 2024, showing potential for growth.

Daikin has expanded its sales not only in China but also in the U.S., which is a significant and lesser-known achievement.

NTT, a popular telecommunications company, has seen its stock price drop to 170 yen, a level not seen since December of the previous year.

The recent establishment of the revised NTT law has implications for the company's structure and potential foreign capital involvement.

Panasonic's stock has steadily declined to around 1350 yen, presenting a potential opportunity for investors.

Panasonic has shown growth in both sales and profits, with a significant contribution from its U.S. electric vehicle battery production.

The车载信息系统 (vehicle information system) has also strongly influenced the recovery of Panasonic's sales.

There are concerns about Panasonic's车载电池 (vehicle battery) business potentially falling into the red.

Investors are encouraged to share their insights and the stocks they are currently focusing on through micro-columns.

The channel plans to organize more special features like this one during weekends.