Japanese Stock Strategy from the Perspective of Corporate Performance - Weekly Toyo Keizai e-Business Paperback No.13

Japanese Stock Strategy from the Perspective of Corporate Performance - Weekly Toyo Keizai e-Business Paperback No.13

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内容紹介  息つくまもなく駆け上がってきた株価が、ようやく一休みした。5月23日、前日の日本銀行・黒田東彦総裁の記者会見を手掛かりに前場で1万6000円近くまで上がった日経平均株価は、後場に反転。前日より1143円安い1万4483円で引けた。明確な悪材料がない中で、中国の景況感悪化というニュースに反応して売りに走る投資家が増えた。 これまでの上昇は速すぎ、株価の調整はむしろ必然だった。多くの機関投資家が7月の参議院選前後に調整を見込んできた。問題は、そこから先も上昇トレンドが続くと見るかどうかだ。まだ、相場の上昇トレンドは続くと見る向きが多い。ただ、それはどんな株でも上がるということを意味しない。日本経済の構造変化に合わせて成長を遂げる企業と、そこから取り残される企業をいかに選別するか。ここからはそれが最大のテーマになるだろう。 株価の基本が企業業績にあることは間違いない。企業の業績は今後、どうなるのか。しっかりと押さえたうえで株式市場に臨みたい。 出版社からのコメント 企業業績からみる日本株大作戦─週刊東洋経済eビジネス新書No.13

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