"New NISA" is finally kicking off, with reserved investments totaling a monthly 230 billion yen across five online brokers so far. The expanded investment scheme could potentially drive the Nikkei average to historic highs. Keep an eye on top holdings of popular mutual funds.

While Nikkei Average is significantly falling, Asahi Kasei marked 52W high! With a PBR of less than 1, it is a constituent stock of both 'TOPIX High Dividend 40' and 'TSE Dividend Focus 100' indices. A clear characteristic is whether it will gain further popularity in new NISA?

Chip-related companies are likely to continue attracting market interests in 2024, fueled by expectations of a market recovery. One notable technology is 'chiplet', which enable to improve yields. AOI Denshi(6832) is aiming to become a mid-process operator with this technology.

Monogatari Corporation(3097), a chain restaurant operator, is doing well! Driven by Ramen business, existing store sales have maintained a double-digit YOY increase. The management is committed to the growth of employees, and operating profits per head are rapidly rising!

Three weeks until the start of the new NISA. One tip to avoid major injuries is to diversify your portfolio. There are about 600 stocks, that can be invested in with less than 50,000 yen. With ETFs, even smaller investments are possible. How about ETFs for the start of the NISA?

ETH recovers to $2,300 for the first time in 19 months! With a market capitalization exceeding $284 billion (about 40 trillion yen), if compared to the stock market, it surpasses Toyota, Adobe, and ASML, placing it within the top 30 in the world (in USD terms).

BTC recovered to the $40,000 range for the first time since April 2022, triggerd by the expectations of a shift in U.S. financial policy and hopes for early approval of the spot ETF listings. With a halving event approaching, there are expectations for the record highs.

With just 1 month until the start of the new NISA, it's a good time to consider investing in potentially popular stocks. Beginners may prefer high dividend stocks or those with a PBR of below 1. The holdings of low PBR ETFs such as 2080 would be an easy way to pick up some.

Elan(6099) has continued to rise since its 3Q earnings announcement, returning to the 1,000 yen range for the first time in six months! Markets pleased the content, which dispels the impression of growth slowdown in 1Q earnings and shows a return to the growth trajectory.

NVIDIA's 3Q earnings exceeded market expectations in both revenue and EPS, but it didn't bring a "NVIDIA festival" unfortunately due to pre-announcement price had increased. However, peripheral stocks reacted steadlily thaks to the growth in the data center business.

While the motorcycle and auto business in the US is doing well, a substantial loss has been recorded due to the issues related to aircraft engines. There is reason in the strategy of buying on dips with a long-term perspective, considering this as a one-time loss.

Following reports of MBO, Benesse has converged to the MBO price. The premium over the market price is about 45%! The number of MBO has been over 10 for the past few years including recent SHIDAX (4837) and JBR (2453). The question now is, where will the next MBO case emerge?