ブログ・投資コラム
228本の記事
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。
Japan Banking Stocks 2026: How BOJ Rate Hikes Benefit Mega Banks
Why rising Japanese interest rates are a major tailwind for Mitsubishi UFJ, Sumitomo Mitsui, and Mizuho. Complete analysis for foreign investors.
How to Read Japan Earnings: Seasons, IR Materials, and EDINET for Overseas Investors
Practical guide for global investors on navigating Japanese earnings seasons, reading investor relations materials, accessing EDINET financial filings, and understanding fiscal year conventions in Japan.
シャープレシオの見方｜Sharpe0.5以上が目安の理由を解説
シャープレシオの計算方法と実践的な見方を解説。Sharpe0.5以上が一つの目安とされる理由とバックテストでの活用法を紹介。
SoftBank Group (9984) Stock Analysis 2026: AI Bet or Value Trap?
SoftBank Group stock explained for foreign investors — Vision Fund, ARM Holdings, AI strategy, and whether Masayoshi Son's bets will pay off in 2026.
How Many Trades Statistical
日経225ルール分析に関する解説記事。
Why Foreign Investors Are Buying Japanese Stocks in 2026: The Complete Thesis
The complete investment case for Japan in 2026 — governance reform, Buffett effect, cheap valuations, inflation return, and structural tailwinds explained for global investors.
的中率比例配分戦略｜均等配分比+6.4%の改善効果を検証
ルールの的中率に比例して資金配分する戦略のバックテスト結果。均等配分と比較して+6.4%の改善効果を詳しく解説します。
日立建機(6305)trendingルール分析｜年率+15.8%のトレンドフォロー戦略
日立建機(6305)のtrendingルールが年率+15.8%を記録。日経225の建設機械銘柄をルールベース・AI分析・バックテストで検証。