【造船銘柄徹底分析】株価上昇続く?/名村造船所・古野電機・ジャパンエンジン・東京計器を解説/2026年国策銘柄本命か/半導体に続く流れ/日経平均高騰…強気相場に売りなし【森永’s view|松井証券】

◆Watch the video and trade immediately on Money Satellite here◆ Scheduled to be released around noon on November 21st https://www.matsui.co.jp/money-satell... 0:00 OP: Morinaga isn't working remotely 0:48 This episode's theme is "Hot Shipbuilding Stocks" 2:10 The Shipbuilding Industry Today: Why is it a Hot Topic? 3:40 The Scarcity of Shipbuilding Slots 6:10 Watch for Cancellation Risk 7:54 Explanation of Representative Stocks 8:30 [Namura Shipbuilding] Dual-wielding Construction and Repair 11:46 [Furuno Electric] Building Global Stocks for the Next Generation 14:41 [Japan Engine] The Heart of Decarbonization 17:46 [Tokyo Keiki] Defense Stocks Too 19:51 Today's Morinaga's VIEW 21:27 [Comment Reply] Bank Stocks: Iyo Bank Edition Thank you for all your comments! ◆Click here for past Morinaga's VIEWs◆ [Time to stock up? High-Dividend Shipping Stocks]    • 【仕込み時?高配当海運株】商船三井・日本郵船・川崎汽船・NSユナイテッド海運/造船株...   [Will the Fourth Megabank Plan Benefit Regional Bank Stocks?]    • 【第4のメガバンク構想が地銀株に恩恵⁉】ふくおかFG・めぶきFG・ひろぎんHD・第四...   [Bank Stocks Are Being Tailwinded by More Than the BOJ Interest Rate Hike]    • 【日銀利上げ以外の追い風も⁉】三菱UFJFG・三井住友FG・みずほFG・ゆうちょ銀行...   st=PLURYJwnSDcM4_YuYXjq4mzgJ82473NSgo [National Cybersecurity Policy x Automobiles]    • 【国策×自動車関連銘柄】デンソー・ルネサスエレクトロニクス・ソリトンシステムズ・トレ...   [Current State of the Automotive Industry]    • 【トヨタ自動車・本田技研工業・日産自動車・マツダなど】自動車株は円安とトランプ関税問...   [Is Live Streaming the Future of Online Shopping?] Featured on Live Commerce‼    • 【通販の未来はLIVE配信との融合!?】ライブコマースを特集‼資生堂・楽天グループ・...   [In-depth Analysis of Major Retail Stocks‼ 】    • 【大手小売関連株を分析‼】セブン&アイHD・イオン・ファーストリテイリング・三越伊勢...   【What will happen in the LDP presidential election?】    • 【自民党総裁選で次の国策銘柄を探そう‼】リクルートHD・日本電気(NEC)・富士通・...   【Can you make a contrarian bet on high-dividend stocks?】    • 【高配当株を逆張り‼】商船三井・ウイングアーク1st・日本新薬・IDOM株価&業績動...   Economic analyst Kohei Morinaga provides easy-to-understand explanations of current economic topics in "Morinaga's View." From macroeconomics to individual companies, he covers a different topic each week! #KoheiMorinaga #Investment #MatsuiSecurities Matsui Securities Market Navi is a YouTube channel hosted by Matsui Securities Co., Ltd. Together with freelance stock announcer Shiho Sada, we deliver useful investment information, focusing on the latest on the ever-changing market and individual stocks. Check out our main channel here!    / @matsuisecurities  

[Testa x Emin] How Long Will the Semiconductor Boom Last? / The Polarization of Global Stock Mark...
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[Testa x Emin] How Long Will the Semiconductor Boom Last? / The Polarization of Global Stock Mark...

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[Eiji Kinouchi’s Latest Forecast] Are Japanese Stocks Heading for a Major Crash? / Danger Ahead f...

【4兆円国家プロジェクトを主導】日本最大規模のエネルギー開発企業INPEXの正体/3本掘って3本当たったLNGプロジェクトの舞台裏/CCS・メタネーションで描く脱炭素の未来
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【4兆円国家プロジェクトを主導】日本最大規模のエネルギー開発企業INPEXの正体/3本掘って3本当たったLNGプロジェクトの舞台裏/CCS・メタネーションで描く脱炭素の未来

【造船業界に熱視線】官民で1兆円の巨額基金/国内の製造能力を倍増へ/中国・韓国勢の圧倒的な強さ/今治造船「大型買収」の背景/「商機」もあるが「課題」も山積み/造船業界の再編は続く?【ニュース解説】
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【造船業界に熱視線】官民で1兆円の巨額基金/国内の製造能力を倍増へ/中国・韓国勢の圧倒的な強さ/今治造船「大型買収」の背景/「商機」もあるが「課題」も山積み/造船業界の再編は続く?【ニュース解説】

【NEXTバフェット銘柄を大予想!】総合商社に続くのは誰もが知るあの会社?/三菱UFJFG・JR東海・KDDI…金の山は次はどこへ向かう?/複利を味方に!【MATSUI DIALOG】<松井証券>
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【NEXTバフェット銘柄を大予想!】総合商社に続くのは誰もが知るあの会社?/三菱UFJFG・JR東海・KDDI…金の山は次はどこへ向かう?/複利を味方に!【MATSUI DIALOG】<松井証券>

[Morinaga Kohei's Featured Investment Themes for 2026] What should you prepare for in a sudden do...
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[Morinaga Kohei's Featured Investment Themes for 2026] What should you prepare for in a sudden do...

[Global Memory Shortage Part 2] What is behind the confusion and why are stock prices booming? / ...
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[Global Memory Shortage Part 2] What is behind the confusion and why are stock prices booming? / ...

【26年後半の投資戦略&面白株】大川智宏氏:日本株も米国株もAIからインフレ&金利高へ ⁉日経平均7万円相場で気絶はNG/岡村友哉氏:キオクシア名前が◎?半導体運輸もガスも│株のお兄さんS2│松井証券
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【26年後半の投資戦略&面白株】大川智宏氏:日本株も米国株もAIからインフレ&金利高へ ⁉日経平均7万円相場で気絶はNG/岡村友哉氏:キオクシア名前が◎?半導体運輸もガスも│株のお兄さんS2│松井証券

【相場の華】もう天井?それとも?「データセンター関連銘柄」 松井証券 資産運用!学べるラブリーSeason20 ~AI・半導体編2~#2
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【相場の華】もう天井?それとも?「データセンター関連銘柄」 松井証券 資産運用!学べるラブリーSeason20 ~AI・半導体編2~#2

【日本株は買われすぎ?】上がる日本株をデータで解剖/かつてのバブルとの違い/米国株は日本株以上に割高感/AI・半導体相場に漂う懸念/「アメリカはカネ余り」という誤解/日経平均が年内に調整する可能性は
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【日本株は買われすぎ?】上がる日本株をデータで解剖/かつてのバブルとの違い/米国株は日本株以上に割高感/AI・半導体相場に漂う懸念/「アメリカはカネ余り」という誤解/日経平均が年内に調整する可能性は

【国策投資大本命】韓国・中国を圧倒する⁉︎日本の造船業が「次世代船舶」で大逆転勝ちを決める!決定的戦略を解説
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【国策投資大本命】韓国・中国を圧倒する⁉︎日本の造船業が「次世代船舶」で大逆転勝ちを決める!決定的戦略を解説

["The 'Most Powerful' Ukrainian Drone Unit: Why Was the Large-Scale Attack on Moscow Successful? ...
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["The 'Most Powerful' Ukrainian Drone Unit: Why Was the Large-Scale Attack on Moscow Successful? ...

[Not an AI Bubble] The AI & Semiconductor Market Is Just Getting Started: H2 2026 Outlook / Are U...
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[Not an AI Bubble] The AI & Semiconductor Market Is Just Getting Started: H2 2026 Outlook / Are U...

[Pasona, Persol, Timee, etc.] Potential for stock price growth in human resources and recruitment...
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[Pasona, Persol, Timee, etc.] Potential for stock price growth in human resources and recruitment...

When to Sell Samsung Electronics and SK Hynix?..."Just Look at This One Thing" | Lee Kwon-hee, Wi...
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When to Sell Samsung Electronics and SK Hynix?..."Just Look at This One Thing" | Lee Kwon-hee, Wi...

[Metatrend Investing] Will the robotics sector, including KUKA and SoftBank Group, be the next me...
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[Metatrend Investing] Will the robotics sector, including KUKA and SoftBank Group, be the next me...

Moving averages determine future stock prices! Master technical analysis! [Learn with Magical Lov...
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Moving averages determine future stock prices! Master technical analysis! [Learn with Magical Lov...

【キオクシアだけじゃない!】“電線御三家”にAIの追い風/フジクラ株価急落はなぜ起きた/「AI銘柄」と言われる理由/光ケーブルに3000億円の投資/古河電工、住友電工の注目点/業績好調はまだ続く?
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【キオクシアだけじゃない!】“電線御三家”にAIの追い風/フジクラ株価急落はなぜ起きた/「AI銘柄」と言われる理由/光ケーブルに3000億円の投資/古河電工、住友電工の注目点/業績好調はまだ続く?

[Shipbuilding Sector Issues: Why Not Kawasaki Heavy Industries] Are there any shipbuilding stocks...
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[Shipbuilding Sector Issues: Why Not Kawasaki Heavy Industries] Are there any shipbuilding stocks...

[Kei Asakura vs. Mikiya Takasu] Is It True That "Stocks Won't Fall"? / Stock Prices Skyrocket Und...
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[Kei Asakura vs. Mikiya Takasu] Is It True That "Stocks Won't Fall"? / Stock Prices Skyrocket Und...