【日経平均6万円】半導体急伸でも、割高にあらず【兜町オンラインセミナー】

★Click here to register for the Kitahama Online 300th Anniversary Seminar (In-person)★ https://www.iwaicosmo.net/netlp/semin... This is the YouTube channel for Iwai Cosmo Securities' online trading service, "Cosmo Netre." The [Kabutocho Online Seminar] features easy-to-understand explanations of domestic and international investment environments and current hot topics by Kazuaki Shimada, Strategist in the Investment Research Department. This time, we will discuss "Are Semiconductor Stocks Overvalued?" Kazuaki Shimada: After graduating from Waseda University, he joined the former Iwai Securities. He worked in Japanese stock dealing for 12 years. After working in the Bond Department and the International Section of the Investment Research Department (responsible for US stocks), he is currently a Japanese stock strategist. 0:00 OP 1:11 [Congratulations] Nikkei 225 Reaches 60,000 Yen: The Journey So Far 5:09 Is the Nikkei 225 at 60,000 Yen Really Reasonable? 7:24 Market expects increased profits for the fiscal year ending March 2027 12:08 [We also celebrated, but...] TOPIX did not rise 16:35 Actually, the rise in US semiconductor stocks was justified 20:23 [Until the fiscal year ending March 2028] Kioxia... still undervalued? 25:01 [Looking at it through the PEG ratio] Fujikura, Furukawa Electric, Resonac... 30:25 In conclusion Iwai Cosmo Securities Co., Ltd. ◆Online trading site: https://www.iwaicosmo.net/ ◆Corporate site: https://www.iwaicosmo.co.jp/ ■■■Official SNS accounts launched!■■■ Iwai Cosmo Securities' official SNS accounts will deliver useful investment information and the latest information on seminars, campaigns, products, etc. ▼Iwai Cosmo Securities Official SNS Accounts https://www.iwaicosmo.net/netlp/sns/i... ▼Open an Account Here https://www.iwaicosmo.net/begin/account/ ▼Iwai Cosmo Securities Channel @IwaicosmoSec The products we handle are subject to price fluctuations, exchange rate fluctuations, etc., which may result in a loss of principal, and some products may result in losses exceeding the principal. Fees and risks vary depending on the product, so please carefully read the pre-contractual disclosure document, prospectus, or the "Risk and Fee Explanation Page" for the relevant product before concluding a contract. ▼Risk and Fee Explanation Page https://www.iwaicosmo.co.jp/importance/ Iwai Cosmo Securities Co., Ltd. Financial Instruments Business Operator, Kinki Local Finance Bureau Director (Financial Instruments) No. 15 Member Associations: Japan Securities Dealers Association, Japan Asset Management Association, Japan Financial Futures Association #Kazuaki Shimada #Nikkei Stock Average #Kioxia #MU #Resonac #Semiconductor #Kusudama (decorative ball)