Just over 3 months until the new NISA starts. Screening tools provided by securities firms and service providers assist beginners in stock selection. Used effectively, you can easily create a portfolio tailored to your preferences from 4,000 stocks. Practice makes perfect.

Global growth, including in Japan, with increased revenue and profit. Amazingly, the growth drivers differ by region. The 1Q earnings forecast was revised upward, reflecting only results in Asia and leaving upside opportunities. A market cap of 1 trillion yen is in sight.

Portfolio investment is amazing! A 10-stock portfolio listed on the standard market is growing steadily. For volatile stocks, portfolio strategy is best. Ifuji Industry (2924), the top performer, primarily supplies eggs to food companies and is expanding its 'Egg Tech' business.

All four stocks in the portfolio including Mitsubishi Heavy Industries approaching its 30 year high have been going well. All of them are commonly PBR below 1. Six months have passed since TSE urgerd such conpanies, is this somewhat overheard theme still relevant in the markets?

An instant camera with 25year history, Cheki, keeps evolving. Newly added smartphone linkage has successfully expanded markets, and the company seeks further growth. Fujifilm's stock price hit a 52-week high with an ideal business model, which takes advantage of old technologies!

Itoen, a green tea giant, has surged to 4,900 yen levels for the first time since December 2022 after announcing strong earnings! Incerasing people's activities and hot weather have boosted convenience store sales. Can the planned price increase in October persuade consumers?

A BNPL company, Net Protections HD, seems to be hitting bottom. Since its IPO in November 2021, the stock price has sharply declined to one-fifth in July 2023. With a business model different from the United States, can they establish post-payment settlements in Japan's markets?

NVIDIA's 2Q results greatly exceeded market expectations in both revenue and profit. The chip company is once again at the center of the "NVIDIA festival". Some people call the company as the "shovel sales company in the AI boom." Watch out Japan's infrastructure companies too.

A system developer focusing on financial industries, Toho System Science (4333), has maintained 1,700yen level. The market highly appreciates stock split and higher shareholder returns. The key to further growth on stock prices lies in confirming investment success.

"China to Lift Ban on Group Travel to Japan" The long-awaited situation for the inbound industry is finally becoming a reality. Inbound visitors spending has nearly recovered to pre-COVID levels already. Chinese travelers will likely to boost further expand inbound consumption.

Office REITs: Undergoing Review? As reported by Nikkei, almost 80% of workers have returned to offices, in sharp contrast to the US where the figure remains below 50%. Rents for B-class offices targeting small and medium companies in central Tokyo are showing signs of rising.

A self storage market is expanding rapidly. According to Quraz, the market size reached 75 billion yen in 2022, 2.8 times larger than in 2008! The downsizing of homes due to soaring apartment prices is giving a tailwind to the industry.Keep your eyes on this industry!