ブログ・投資コラム
276本の記事
Japan's 5 Major Trading Companies: Mitsubishi, Mitsui, Sumitomo, Itochu, Marubeni Compared
A comprehensive comparison of Japan's five Sogo Shosha (general trading companies) — Mitsubishi, Mitsui, Sumitomo, Itochu, and Marubeni — following Buffett's landmark investment.
日本株スクリーナーの使い方｜PER・PBR・ROE・配当で銘柄を絞り込む
日本株スクリーナーの活用法を解説。PER・PBR・ROE・配当利回りの組み合わせで割安・成長・高配当銘柄を効率的にスクリーニング。
Japan Stock Seasonality Patterns: Fiscal Year-End, Golden Week, and Monthly Cycles
Data-driven guide to Japan stock seasonality: March fiscal year-end mean-reversion (-2.3% for momentum stocks), Golden Week gap risk, October-November earnings boost (+3.2% vs Nikkei), and the Aug-Sep weakness pattern. Improve win rates 3-4% with calendar overlays.
Japan Stock Mean Reversion Strategies: Bollinger Bands, RSI Oversold, and Backtest Results
Comprehensive guide to mean reversion trading rules for Nikkei 225 stocks. Covers Bollinger Band lower band touches, RSI oversold signals, and statistical validation for global investors.
Japan Stock Momentum Strategies: Statistical Rules for Nikkei 225 Trend-Following
Comprehensive guide to momentum-based statistical rules for Japan equities. Covers 52-week high breakouts, MACD crossovers, moving average systems, and backtest performance across Nikkei 225 stocks.
Japan Stock Market 2026 Outlook: Key Themes, Risks, and Investment Strategies
Analysis of Japan stock market themes for 2026 — BOJ normalization, yen dynamics, TSE corporate governance reform, China recovery, and rule-based strategy implications.
Japan Stock Market Hours, Structure, and Trading Mechanics for Global Investors
Essential guide to Japan's Tokyo Stock Exchange structure, trading hours, tick sizes, circuit breakers, and settlement mechanics. A practical reference for global investors accessing Nikkei 225 stocks.
Japan Stock ETF vs Individual Stock Picking: EWJ, DXJ, and Quant Rules Compared
Comparative analysis of Japan equity ETFs (EWJ, DXJ, MAXIS) versus individual Nikkei 225 stock picking using quantitative rules. Helps global investors choose the right vehicle for Japan exposure.
Japan Stock Fundamental Rules: P/B, ROE, and Dividend Yield Strategies for Value Investing
Guide to fundamental-based trading rules for Nikkei 225 stocks. Covers price-to-book, return on equity, and dividend yield screens with backtest results and practical implementation for global investors.
Japan Real Estate Stocks vs REITs: Mitsui Fudosan, Sumitomo Realty, and J-REIT Guide
Analysis of Japan's listed real estate sector — major developers (Mitsui Fudosan, Sumitomo Realty) vs J-REITs. Interest rate sensitivity, inbound tourism, and rule-based signals.
Japan Stock Cross-Sectional Rules: Momentum, Value, and Factor Strategies
Guide to cross-sectional momentum and value factor rules for Nikkei 225 stocks. Covers sector-relative strength, factor portfolio construction, and backtest results for global systematic investors.
金利上昇局面で上がる株・下がる株｜日銀利上げと日経225の関係
日銀の利上げ局面で恩恵を受けるセクター・不利なセクターを解説。2024年の利上げ実績とカブ予測のルール分析を紹介。
Japan Pharmaceutical Stocks Analysis: Takeda, Eisai, Astellas, and Daiichi Sankyo
Analysis of Japan's major pharmaceutical companies — Takeda, Eisai, Astellas, and Daiichi Sankyo — covering pipeline catalysts, licensing revenue, and rule-based signals.
Japan Electronics Stocks Analysis: Sony, Murata, Kyocera, and the Component Giants
Comprehensive analysis of Japan's electronics sector beyond semiconductors — Sony, Murata, Kyocera, TDK, and Hitachi. Rule-based signals, dividend yields, and global market positions.
Japan High Dividend Stocks: Nikkei 225 High Yield Analysis and Stability Rules
Analysis of high dividend yield stocks in the Nikkei 225. Covers top-yielding companies, dividend sustainability screening, and rule-based strategies for income-oriented global investors.
Japan Stock Market Crash History: Lessons Every Investor Needs to Know
The 1989 bubble, Lost Decade, 2008 GFC crash, and COVID drop — Japan's major market crashes explained and what they teach foreign investors about risk management.
Japan Defensive Stocks Guide: Telecom, Utilities, and Healthcare for Risk-Off Environments
Guide to Japan's defensive stocks — NTT, KDDI, Tokyo Gas, Eisai, and peers — for global investors seeking lower-volatility exposure to the Nikkei 225.
Keyence (6861) Stock Analysis: Japan's Most Profitable Company Explained
Keyence deep dive for foreign investors — automation sensors, direct sales model, 50%+ margins, and why this Osaka company is one of the world's most profitable businesses.
Nikkei 225 vs S&P 500: Which Is Better for Your Portfolio in 2026?
Comparing Japan's Nikkei 225 with America's S&P 500 — returns, valuations, sectors, correlation, and which to add to a global portfolio in 2026.
一目均衡表の使い方｜雲・転換線・基準線を日本株で解説
一目均衡表（雲）の見方と使い方を日本株で解説。転換線・基準線・先行スパン・遅行スパンの意味とシグナル判定法を紹介。