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たくにぃ【資産運用.日本株|元投資助言者】

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Shipbuilding is the theme!✨

This year, all the shipbuilding brands featured are going up!

Among them, the favorite Mitsui e & s is 3.5 times, Namura Shipyard is 2.5 times, Utsumi Shipbuilding is 3 times

High performance!

Since the time taken up is the beginning of the year, this performance is quite good in 10 months 👀

So, let me introduce the steel brands used for materials of shipyard equipment...

(5411) JFE Holdings, Inc.

Market capitalization 1,14.4 billion yen

Stock price 1,783.5 yen

PER 15.1 times

PBR 0.46 times

Dividend yield 4.49%

For steel-related stocks, most of the stocks are sluggish due to poor market conditions such as lower tariffs and production volume, and Chinese materials are sold cheaply!

Almost everything!

Regarding JFE, there was also a temporary dividend yield of 6%!

However, if you have it for a long time, you are in a cheap position!

Recommended for those who want to aim for profit while getting dividends!

The more you are a beginner, the more time you have on your side ⏳

The Stock Investment Japanese Stocks The new nisa Individual Stocks Stock beginners

2025/11/4 Edited to

最近、日本の造船業界は国の後押しもあり、2035年までに建造量を現在の約2倍に増やす計画が進んでいます。そのため造船関連株は投資家の間で注目度が高まっています。私も株価上昇だけでなく今後の成長可能性を期待して、名村造船や三井E&Sを中心にポートフォリオの見直しをしてみました。特に鋼材銘柄のJFEホールディングスは、国内外の価格変動や関税の影響で価格が一時的に下がっているものの、配当利回りが4.49％と高く、長期保有の魅力を感じます。初心者の方には特に、時間を味方にしたゆったり投資がおすすめです。株価2倍以上を狙う銘柄も多く、私自身、初心者時代の経験からじっくり待つことの大切さを実感しています。また、最近のニュースでは国内17社が3500億円規模の設備投資を決定し、大型のつり上げクレーンなどを導入し生産能力を強化。これも整体として造船業界の競争力強化に繋がる動きで、投資家としても注目すべきポイントです。今後も日本の造船業の成長が期待できるため、関連銘柄の動向は定期的にチェックする価値があります。

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