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January 06, 2006

薬王堂参戦!!

本日「3385 薬王堂」を868Kで参戦!!

但し、終値は860Kとここもマイナスでのスタート。(>_<)

こちらは昨年秋のIPO銘柄で出遅れを探していて発見。ドラッグストア業界で同業他社の今日の終値で07年度予想PERを算出すると、東証一部のスギ薬局が29.4倍・ツルハホールディングスが20.8倍、マザーズのコスモス薬品が34.8倍となっているなか、楽王堂は17.2倍と断然割安。

もしスギ薬局並みのPER30倍となると仮定して試算すると1500Kとなる。

問題は東北が地盤ということで全く馴染みがないのと、北海道が地盤のイオンとも資本関係がある同業「3391 ツルハホールディングス」が今後東日本に勢力を伸ばすようなことが四季報に記載してあったので躊躇していたが、昨日参戦した「8907 フージャース」同様に熱心な個人投資家のブログがあり、そこで「薬王堂」について細かく分析してあり同社の今後の成長性が高いことが確認出来たので、これが決め手となりニョーボファンドとして参戦。

確か韓国あたりでは個人のブログが大統領選挙に影響を及ぼしたとのニュースを聞いたことがあるが、熱心なブロガーが日本でも今後は株に影響力を持つようになっていくのだろうか。

さて、昨日購入した長期銘柄のフージャースは△30Kの594Kと二日目にして購入時より8%の上昇と好スタート。

対照的に短期用のはずのデリカ・ソニーCN・中部鋼鈑は今日もパッとせず。今日は連休前なので軟調かなと思ったら本当に弱い動き。連休明けが勝負とみるが、チト不安・・・

特に中部鋼鈑は短期と言うより中期向きかも知れない。どちらかと言うと12月に書いた「楽天売却後の次の購入銘柄」に記載した銘柄のほうがスウィング向きだったかも・・・

今日その楽天を116Kで3株売りに出していたが成立せず。現状では楽天3株では330K前後の売却になりそう。

となると、次期購入候補のDeNA・ファーストエスコ・フィールズ・ダイキサウンドは買えない。ナルミヤは四季報記載より下方修正になっていて割安感がなくなっているし、がんこ炎も急騰後なので少々天井ぽい感じもするし・・・

中部鋼鈑を中長期用に変更して楽天の資金で更に100株買い増しも一案か。

カブログランキング参戦中!!良かったらクリックお願いします。

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