AKB48's Tomu Muto pays attention to "Netflix" and "Walt Disney" listed on the NASDAQ market in the United States! ～Buying Nasdaq Stocks That Have Increased Six Times in 10 Years～

AKB48's Tomu Muto, Chiyori Nakanishi, and Shorin Muto said, "Add 10,000 yen each month" and "You can buy investment products with NISA" in your NISA (small investment tax exemption system) account. Stocks & investment trusts", "It is also possible to save several months' worth of funds and invest them all at once", and "New members' performance is 1.5 times higher", and we are challenging the management battle! (Reprinted from Diamond Zai February 2022 issue)

Tomu is considering using iDeCo and Tsumitate NISA for the future! Following Korin and Chiyori, they will also start investing in individual US stocks

　In this series, AKB48's Tomu Muto, Chiyori Nakanishi, and Korin Muto will battle their NISA accounts. (* Korin has been participating in the race since March 2019). In the past, the three of us would study investment together once a month and report on investment performance, but now, due to the corona crisis, we interview each member and publish the latest investment status in a relay format. continue.

　Tomu Muto, who appears this time, buys the investment trusts "Nikkei Stock Average Index" and "Hifumi Plus" in savings, and utilizes SBI Securities' fractional share trading "S Shares", Rakuten Group (4755) and Invested in Softbank (9434), Mercari (4385), Daikin Industries (6367), and Maeda Kosen (7821). This time, Tomu checks individual stocks of "US stocks"! (*Interview will be held in December 2021) [*Click here for articles related to ZaiFX! ] ⇒ AKB48 Tomu Muto's exciting FX life (life)

Tomu Muto (hereafter referred to as Tomu) 　Japanese stock prices fluctuate greatly. Omicron stock has plunged.

--The Nikkei average stock price temporarily hit the 27,500 yen level. In addition, I am worried about inflation worldwide due to soaring raw material prices and supply chain problems.

Tomu: Hmmm. Be careful in the short term. But in times like these, I want to invest for the long term. Looking to the future, I'm thinking of starting "iDeCo", where investment trust profits are tax-free. In addition to investment profits, contributions are also subject to income deductions. However, since it is a system to prepare for old age, the bottleneck is that you cannot withdraw until you turn 60. [* Related articles here! ] ⇒ Compare iDeCo (individual type defined contribution pension) financial institutions! Introducing securities companies and banks where you can open an iDeCo account, comparing account management fees and the number of investment trusts handled!

-As expected of FP. I have a solid way of thinking.

Toyume: No, no. I intend to buy investment trusts that can be expected in the long term at a reasonable amount. U.S. equity mutual funds are popular.

--The United States is experiencing remarkable economic growth, and stock prices continue to rise. However, in fact, the NY Dow is lower than the Nikkei Stock Average in terms of the stock price increase rate from 10 years ago.

Tomu: Huh!? The S&P500 index is almost the same as the Nikkei Stock Average. Only the Nasdaq index stands out and the results are good.

- Yes. The Nasdaq index, which has many high-tech and IT companies, has seen a sharp rise in stock prices since the corona crisis. However, investment trusts linked to the NASDAQ index cannot be purchased with "iDeCo".

Tomu: I see. Should I buy with a regular brokerage account? Then it might be an ant to buy individual stocks in the United States. Korin is buying pharmaceuticals, and Chiyori is aiming for SNS-related stocks. What kind of companies are on the rise?

――In particular, the rate of increase was high for semiconductors. Some stocks have increased 30 times in 10 years. [* Related articles here! ] ⇒ [US stocks] Introducing recommended “high-growth stocks” in 2022! Three stocks that are expected to accelerate their growth in 2022, including Applied Materials, which has strong demand for semiconductors, and raise their stock prices!

Check out the entertainment stocks that can withstand the re-expansion of the new corona! Tomu is very interested in "Netflix" entering the game business!

Tomu: That's amazing! Did other EV, entertainment, and medical stocks perform well? This is an area where companies are likely to continue to grow.

- yeah. That's right, GAFAM (Alphabet, Amazon, Meta Platforms, Apple, Microsoft), which is lumped together, also has a considerable difference when looking at the rate of increase in stock prices. Among GAFAM, the stock prices of long-established companies Apple and Microsoft rose more than startups Amazon, Meta Platforms (formerly Facebook), and Alphabet.

Tomu: Why is that?

--I think it's because Apple and Microsoft are also focusing on cloud and flat-rate businesses, and their performance is growing more stably than other GAFAM stocks.

Tomu I see, but I'm curious about Netflix. Korean dramas such as "Squid Game" and "Hell is calling" are popular. The number of subscribers seems to be increasing.

――The number of subscribers is over 200 million. The increase in the number of subscribers in the July-September quarter of 2021 is three times that of the April-June quarter.

Tomu: Amazing! Also, you started distributing games on your own website.

――Yes, we plan to focus on games from now on. Popular works such as "Squid Game" may be made into games, and the results may grow further.

Tomu: Yes, I buy Netflix! [* Related articles here! ] ⇒ Among the US stocks “GAFAM + α”, 2 stocks that are expected to rise in stock prices in 2022! Pay attention to "Netflix" entering the game business and "Nvidia" related to the metaverse!

U.S. stock "Walt Disney" accounts for the majority of sales in the media and video business rather than the theme park business, and the number of users is increasing!

Tomu: Speaking of entertainment, I went to Tokyo Disney Resort for the first time in a while! I'm worried about the impact of the Omicron stock, but if the number of infected people doesn't increase, business performance will likely recover. We can also expect a new area that is scheduled to open in 2023. However, the stock of Oriental Land (4661) is expensive. Besides, I don't want to imitate it because Xorin bought it.

--Then why not check out Walt Disney in the US? There is no unit share system for US stocks, so it is also attractive that you can buy from a small amount of 20,000 yen or less.

Tomu: You can buy it so cheap!

-However, the profit structure is very different from Oriental Land. Most of Oriental Land's revenue comes from the Tokyo Disney Resort business, which is related to the theme parks. On the other hand, Walt Disney in the United States is more focused on the media and video business than the theme park business.

Toyume: Looking at the sales composition ratio for the period from July to September 2021, those two businesses account for 60% of sales, and the theme park business only accounts for 30%.

- yeah. Since the video distribution service “Disney Plus” was launched at the end of 2019, the ratio of the video distribution business to sales is high.

Tomu: Not only Disney, but also Star Wars and Marvel works can be seen on "Disney Plus".

――In the past few years, Disney-related works have been one after another at the top of the box office, and have become the world's strongest content. "Disney Plus" has acquired 118 million subscribers in the two years since its launch. However, since the number of subscribers did not grow as much as expected in the July-September quarter of 2021, the stock price has been adjusted. It seems that the delay in the production of the work due to the corona sickness had an effect.

Tomu: Also, the competition with Netflix seems to be fierce. But Disney works are popular all over the world, so I think they are promising in the long term. If you buy Netflix and Walt Disney, at least one of them is likely to go up significantly.

――The total number of subscribers of the two companies is over 200 million. Companies that already have a large number of subscribers are said to be more likely to succeed in new business. That's why Netflix's launch of the game business is also well received.

Tomu: I see. Since I can buy it for a small amount, I will buy both brands little by little!