【26年後半急騰テーマ】四季報からお宝銘柄発掘！熊本TSMC・周年記念配・米国中間選挙に投資妙味/日本株=日経平均上昇の主役は半導体株継続/ゲスト：渡部清二氏〈イベントドリブン│松井証券〉

■ Commentary: Seiji Watanabe, President and Head of the Fukugan Economic Academy 29 years of reading the Shikiho (quarterly financial reports), a leading expert in fundamental analysis. ■ Host: Masami Uchida, Writer and Freelance Announcer She is active in many fields, including hosting programs on Radio NIKKEI and Nikkei CNBC, and writing articles for various media outlets. In November 2017, she published her first book, "FX Billionaire Traders! Seven Winning Traders Reveal Their Mindsets and Methods." ■ What is the special program "The Event-Driven!"? Have you ever felt frustrated after seeing a sudden surge or drop in the market on the news while trading? Or, even if you noticed it early, have you ever felt "if only I had acted sooner"? Recognizing market turning points early and "taking the initiative" is an eternal theme for investors. This program thoroughly previews what will happen six months to a year from now with expert commentary, and proposes event-driven investment strategies that look ahead to the future. [Episode 5 Chapter] 0:00 [90th Anniversary of the Quarterly Report] Master! Seiji Watanabe 2:12 [Strength ①] Continuity 3:35 [Toyota Motor Corporation] The Miracle of a Stock That Increased 280,000 Times 4:08 [Strength ② Comprehensiveness] The World's Only Listed Company in One Book 5:33 [Strength ③ Foresight] All Stocks Included, Including Next Fiscal Year's Forecasts 7:00 [The Quarterly Report is Inaccurate] Complete Debunking 8:04 [The Essence of Stock Prices] PER x Profit = Qualitative x Quantitative 9:12 [2026 Events] Sports, USA, Holidays 10:29 [America] 250th Anniversary of Independence, Midterm Elections, G20 Summit 11:59 [Anniversary Companies] 100th Anniversary Companies, How to Target Commemorative Dividends 13:30 [Anniversary Products] Pocky, Dragon Quest, Home Delivery Service 14:10 [Word Analysis] Three Classifications: Few, Rapid Increase, Many 15:35 [Case Study] Successful Inflation Prediction in December 2021 16:31 [Top Surge in Keywords] The Reality of "Kumamoto +83 Cases" 17:29 [Grid-Based Energy Storage] A New Business Directly Connected to Power Transmission Lines 18:50 [Semiconductors] Why Blackouts Are Unacceptable 19:51 [Semiconductors x Renewable Energy x Storage Batteries] Supporting Kyushu 20:52 [Reading the Economy with the Shikiho] Micro-level Accumulation Leads to Macro-level Growth 22:04 [Summary] Individual Stocks in Semiconductors, Renewable Energy, and Storage Batteries 23:06 [Next Episode Preview] How to Discover Tenbagger Stocks You can immediately trade individual stocks belonging to the industries and themes introduced in the video at Matsui Securities' investment information media "Money Satellite" ➡https://www.matsui.co.jp/money-satell... #MatsuiSecurities #SeijiWatanabe #MasamiUchida #Shikiho #EventDriven #JapaneseStocks #StockInvestment #NikkeiAverage #StockPriceForecast #Kumamoto #TSMC #Semiconductors #BatteryStorage #RenewableEnergy #StockInvestment #InvestmentStrategy #USA #MidtermElections #Anniversary Matsui Securities Market Navi is a YouTube channel provided by Matsui Securities Co., Ltd. We deliver useful investment information, focusing on the latest information on the ever-changing market and individual stocks.