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Featured on 4/2/2024
"Great Niche Explorer", Asahiyu Kizai(4261) has reached an all-time high! A global niche company in the high-performance chemicals, it has already updated its highest operating profit by Q3, yet PER remains at 10x levels. Eyes are on the financial results expected mid-May!
+10.11%
Current return
Completed
Status
Strategy Percentage Return
Started Sep 25, 2023
Completed Sep 25, 2024
| # | Side | Instrument | Volume | Price at inception | Current price | Change | P&L |
|---|---|---|---|---|---|---|---|
| 1 | Long | 100 | ¥3,760.00 | ¥4,040.00D | +10.11% | ¥38,000.00 | |
| 100 | ¥3,760.00 | ¥4,040.00D | - | ¥28,000.00 | |||
Dividend Japanese YenJPY | 5000 | ¥1.00 | ¥5,000.00 | ||||
| Dividend Japanese YenJPY | 5000 | ¥1.00 | ¥5,000.00 | ||||
| Total | ¥38,000.00 | ||||||
Strategy denominated currency: JPY
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週刊東洋経済、「発見、成長企業」で紹介された、宮崎に本社を置く旭有機材(4216)をロング。
半導体、EV等に使われる樹脂製品で世界有数のシェアを有するグローバルニッチ企業。
業績好調ながら、半導体関連銘柄下落の動きから株価は7月末の高値比約25%の下落。
結果、東洋経済が保守的と見立てる会社予想ベースでPERは9倍割れ水準へ。
今後の決算発表での上方修正に期待します。