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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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After the shipbuilding bubble, the battery bubble!✨

For now, congratulations to those who were able to ride the previous shipbuilding brand! 😊

We've already covered it.

Nichicon and Panasonic are also nice ☆

Today is a new brand...

(5074) TESS Holdings Corporation

Market capitalization 25.9 billion yen

Stock price 367 yen

PER 21.5 times

PBR 0.61 times

Yield 1.58%

As a system battery related, this is a hot brand!

In the future, we will focus on the storage battery business Among the plans announced, 70% of the latest orders and backlog are the storage battery business!

In other words, the future growth engine depends on this!

The business model is

EPC (Engineering, Procurement, Construction) and O & M (Operations, Maintenance)

And after selling with one shot Bacon and EPC, it is not the end of making stable income of O & M, but it is a business model that operates for a long time and has stock income!

The stock price is sluggish due to the feeling of running out of bad materials!

If the storage battery business grows in the future, the stock price will go up...

So, we will be paying attention in the future!

Stay tuned for my next post, where I'll cover the next topic of defense 😊

PS: I don't want to raise the tax on financial income. Well, Japan is in a situation where we have no choice but to do so, so each person has to work hard 😊

I will do my best to post 🌟

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

2025/11/4 Edited to

最近の蓄電池関連銘柄の動向に注目です。特にテスホールディングスは、EPC（設計・調達・建設）とO&M（運用・保守）を組み合わせたビジネスモデルが強み。私自身もこの銘柄に注目し、受注残の7割以上が蓄電池事業であることを知ってからは将来性に大いに期待しています。株価は一時的に調整局面に入ったものの、蓄電池市場の拡大は間違いなく、安定したストック収入も見込めるため中長期的な成長が期待できると感じています。ニチコンやパナソニックなども連動して好調なので、これからの市場トレンドを踏まえて分散投資の視点も持つのが良いでしょう。また、造船業界のバブルを逃さず利益を得た方は、同じく次の成長分野として蓄電池を狙う価値があります。関連銘柄のPERやPBRを比較しつつ2024年以降も注目したいテーマ株です。私もチャート分析や市場ニュースを日々チェックしながら情報共有していきますので、興味のある方はぜひ最新情報を追いかけてみてください。

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