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March 30, 2005

【6664 オプトエレクトロニクス】

明後日から4月だというのに、肌を突き刺すような寒風が吹くなか、本日は送別会なり。まるで結婚式会場のような店内、料理は小洒落ているが案の定お腹を満たすほどの量ではなく、アルコールの仕業でやや気分が悪く早々と退散。しかし、今日の持ち株は主人以上に元気がなかったようで、ほぼ全敗に近い形。
そのような中で数少ない上昇銘柄がこのオプトエレクトロニクス。舌を噛みそうなネーミングだが、バーコードエンジン開発では国内では圧倒的なシェアでかつ海外でも強いとか。今後はICタグ関連でも浮上してきそう。
1月早々に@2240で購入、本日終値が@3210なので3ヶ月弱で40%強の値上がり。新興市場ではPERは普段高くてもあまり気にしないが、ここは余りにも低すぎるので5000円超えでも全然当たり前って感じです。
あと2~3年後の大ブレイクを期待。

全然関係ないけど愛知万博の弁当持込禁止に対して小泉首相が見直しを指示とな。
おい他に見直すことはないのか~、平和な国ですな、まったく

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