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世界の株価指数│リアルタイムチャート
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仕手株

9005東京急行電鉄(株)

株式投資で300万円、500万円と資産をどんどん増やすには?

株価
820 (15:00) 前日比 -0.61%
週間記載ブログ
3ブログ
前日終値
(07/21)
825

日足チャート

チャート提供:株ドラゴン
始値
(09:00)
818
高値
(14:28)
824
安値
(10:18)
816
出来高
(15:00)
2,119,000
値幅制限
(07/24)
675~975
単元株数 1,000株 最低購入代金 820,000円

東京急行電鉄(株)関連ニュース ※関係のないニュースがある場合があります

日付 内容

適時開示情報

過去30日間の記載ブログ数

yahoo掲示板(yahoo textream)のトピック

No.382 [投稿者:kir*****]
22:09

バカな体育会系社長の野本では、上げる要素がない。
No.381 [投稿者:tak*****]
15:42

伊豆急ロイヤルエクスプレスは起爆剤になりません(当然ですが)でした。
ここは「何を仕掛けても上げに転じない」珍妙な銘柄になってしまいましたね。
No.380 [投稿者:exe*****]
15:24

誤解でしたね。
It's ok.
No.379 [投稿者:tak*****]
2017/07/23 22:20

exeさん、不快な思いをさせてしまい、申し訳ありませんでした。
今後は出来る範囲で書き込みを読むようにします。
No.378 [投稿者:exe*****]
2017/07/23 19:53

私は外国人です。主にroy-さんと株(including railroad and real estate sectors and one or two other themes)や法人の動向に関していろんなの情報を交流しています。よく知りませんが、ソフトの翻訳機が、私の発言を変な日本語に変えてしまったかも知りません。

ご迷惑をかけて、申し訳御座いませんでした。
No.377 [投稿者:伊藤喜十郎]
2017/07/23 15:24

座の正面中央部の厚さを測定しました。
 東急田園都市線:①9.0cm ②14.0cm いずれも最新車両と思われますが2種類あります。
 JR南武線   :③14.0cm
京浜急行線  :④15.0cm
上記①9.0cmの座が「煎餅布団」のように硬く、座り心地が悪いのです。
②及び③は形状がよく似ていますが、③のほうのクッション性が若干勝っているように
感じました。

以上、ご報告まで。
No.376 [投稿者:tak*****]
2017/07/23 15:22

貴方は翻訳ソフトを使ってまでして、一体誰に自分の意見を伝えたいのですか?
最初は外国人投資家が書き込みを始めたのかと一生懸命読みましたが、数日前の別の方から貴方への書き込みを読んでから訳することが阿呆らしくなり、今はスルーしています。
多分この掲示板を観ている殆ど全ての人もスルーしていると思います。
No.375 [投稿者:exe*****]
2017/07/23 14:30

(1) Foreigners bought various Japanese REITs last week (you have mentioned 4 of them to me).

(2) Kenedix has an interesting asset-light business model (collect management fees). It just bought a property in Washington state, near Seattle. I suppose you are playing short-term bounce only? Sometimes people think pe of 12 is high and pe of 30-100 is low. But what is "reasonable"?

(3) In Japanese defense sector, Capital Research (based in LA) has 9 million share of Kawasaki Heavy (7012) as of 6/30. Not sure whether it's a new buy or just disclosure of holdings.

Generally, I feel that foreigner institutions are not too pessimistic about Japanese equities since there is plenty of liquidity and interest rates at historical low level-- ridiculously low in Japan.

Thank you and good luck~
No.374 [投稿者:exe*****]
2017/07/23 14:17

(1) Minebea has threats/opportunities. I got in at 1400, then added at below 1000 because I thought this company has good core competence, made lots of money off iPhone; then buys Mitsumi at its bottom (became Nintendo supplier before Nintendo turned around). LCD is dying a slow death only, since OLED still too expensive. Recent share buyback announcement was a good sign of company's confidence in its future ("signaling theory"). It was a gamble for me.
(2) I am not sure, but coil (i.e. Sumida) will be used in EV to convert electrical energy into mechanical energy, right?
(3) In Hitachi's recent IR, there is excellent report about share of EV among auto sector in the future. It's a little similar to LCD-->OLED. Ball bearings would remain "cash cow" for a while longer as far as Minebea is concerned? A new type of heat resistant material is needed for making EV ball bearing. Maybe Minebea is working on that? Tsubaki Nakajima is enjoying the monopoly at the moment. My guess only.
No.373 [投稿者:kir*****]
2017/07/23 13:06

伊豆急8000系はすべて廃車にして、JR東海から313系旧セントラルライナー車を購入せよ。あれなら、なかなかの快適性で、ステンレス車体ですから塩害にも強いし、窓も大きいので、景色も十分楽しめる。土日祝日は、全車指定席の快速電車で東京まで乗り入れれば、安価で快適な鉄道旅を提供できる。伊豆急8000系は窓も小さいし、うるさい車両だし、乗り心地も悪い。
No.372 [投稿者:kir*****]
2017/07/22 13:51

伊豆急ロイヤルエクスプレスは、東急の不動産事業の失敗事例であるチバリーヒルズのようになるだろう。
東急は昔から、体育会系バカ社長の暴走を止められない企業。
水戸岡デザインで高級路線を行けば伊豆観光を活性化できる?
馬鹿か?伊豆当たりに行く人は高級を求めているのではなく、安くレジャーが楽しみたいというファミリー層が多い。ライバルは車なのよ。新しいリゾート21を出すとか、鉄道の旅を楽しさを安価で提供できなければ、復活はない。東急8000系の中古に乗せられ、バカ高い運賃では客は離れる一方。
東急の悪しき伝統は変わらない。
No.370 [投稿者:kir*****]
2017/07/22 09:38

月曜日は売りだな。電鉄株全般低迷中。
No.369 [投稿者:tak*****]
2017/07/22 07:46

>伊豆急のロイヤルエクスプレスは失敗するだろう。
昨日のニュースで取り上げられていました・
横浜‐伊豆急下田間の片道@25,000円はチョッと高いです。
せいぜい@18,000円が上限では。
そんなことより「東急と伊豆急が企画した列車」なのに出発式の出発合図を「JR横浜駅長」が行ったのがちょっと残念でした。
それより大井町線大井町駅から出発して二子玉川駅から田園都市線に入り、長津田駅からJR横浜戦に乗り入れ根岸線周りで大船から東海道線に乗り入れれば、「(大井町とはいえ)東京から伊豆急下田を"東急の路線も経由して"直結できる」というPR効果が期待できます。
また「長時間乗車できる」「「街(みなとみらい)あり」「海あり」で乗客を飽きさせない」「横浜に出るのが不便な(まさに田園都市線沿線のミニセレブシニア夫婦)を集客できる」、そして何より「東急と伊豆急の一体感を世間に知らしめる」ことができます。
下田の寝姿山山頂(だったか尾根筋だったかは記憶が定かではありませんが)には「五島慶太は伊豆とともに生きている」なる碑文まであるのですから。

もし成功したら?、この銘柄Δ100円でも構わないので上げに転じてください。
No.368 [投稿者:roy*****]
2017/07/22 07:44

⑤ Minebea makes a backlight of DISPLAY. I understood the background that you showed interest in Minebea. The organic EL should be invested.
Organic EL will be able to sell, but will LCD display disappear at that time? I think that liquid crystal DISPLAY will remain for a long time due to price reasons. . . .

⑥ It is a good thing to investigate company annual reports.
There are occasions when we issue a medium-term plan rather than a year. This is also important. A period of three to five years. Foreign companies usually do not issue medium-term plans. Is it a special situation in Japan?

The sales target is characterized by many conservative cases. The president of Japan is afraid of the yen's appreciation.
It is scary. So sales forecast tends to be bearish.

Good luck!
No.367 [投稿者:roy*****]
2017/07/22 07:26

① There is no problem in 3289. Do not worry. I sold 3289 on Friday predicting small real estate stocks with low market capitalization will rise in the short term. I bought it in 4321.
② Sumida produces only coils and does not make bearings.
Because I am bearish in the automobile sector, the bearing share itself is a negative factor. Minebea and 6464 belong to mechanical stocks. As I have said before, SUMIDA has the highest priority.
③ I do not know the flow of people because I quit the company.
IT is necessary. My answer is in the field of cutting-edge technology Yaskawa does not become big like Fanuc. Yaskawa's main force is a generator. Required IT is a world of management like Komatsu. It is not a creative story but a story of automation.
No.366 [投稿者:exe*****]
2017/07/21 23:27


(5) My first job out of college was evaluating various projects in the company's R&D department. I have some familiarity with display industry-- that was one reason I bought Minebea a couple of years ago. I like to study annual reports of companies. Sorry I can't write in Japanese so well as I didn't study enough Japanese. I express my thoughts better in English.
(6) It's interesting to meet smart people.
No.365 [投稿者:exe*****]
2017/07/21 23:09

(1) Why do you only keep Tokyu Fudosan (3289) for one day? It does not seem over-priced. Anything negative on the horizon? I am curious. Thanks.
(2) Sumida looks like a mini-Minebea; probably a electric vehicle related stock. Do you have any price target? I read about another small EV-related company named Tsubaki Nakashima (6464). Do you like Sumida better than 6464?
(3) Do you think Yaskawa could become another Fanuc in ten years? Do they possess the needed IT or skills for IoT? During last five years, Yaskawa's growth rate exceeded that of Fanuc. I think IT skills/A.I. important for growth.
(4) I found the institution activity data for Tokyu Construction from an English source.
No.364 [投稿者:roy*****]
2017/07/21 17:48

【1720 Tokyu Construction】
① I can not confirm the fact that Black Rock or JPM bought it. We have not received reports that we acquired at least 5% or more.

② There will be many analysts' expectations that EPS growth will be flat.
Because the company itself is giving out super-conservative expectations.
For reasons that there is no growth, the company is doing the following explanation.
Rise in steel materials prices. Higher labor costs. The start of large-scale construction.

Because sales are not selling Coca-Cola it is unstable extremely. I'm bullish because I'm expecting an upside.

It is a company that is difficult to predict sales and can not be strongly recommended.
Among Japanese shares, the construction sector itself can be recommended, so you can compete with another brand well. Obayashigumi and Kajima are recommended elsewhere.

③Tokyu REIT rise Today lol 7/26 is coming soon.divided day lol

Good Luck!

I sell TokyuFudosan today.Tokyu Banzai Deck still alive.......
No.363 [投稿者:roy*****]
2017/07/21 17:19

① Sumida is a small company making only coils. Minebea is a big company that makes coils but also makes other parts.
Stock prices of Sumida have recently gone up, so I think that Minebea is OK if you buy a new one. Sumida is likely to exceed consensus on sales. It has transformed into a company that already has resistance to the yen appreciation. You can buy both if you have the funds.

② Japanese shares do not have decent defense related shares. Legally, do not make military parts, there are no securities that can be recommended by defense specialty. Are you an American? Lockheed of F35. BA of the bomber. I would like to recommend missile RTN.
No.362 [投稿者:exe*****]
2017/07/21 15:18

Thanks for your reply. I didn't expect you to be "all of the above" in terms of experience. You strike me as someone who would make a good hedge fund manager.

Sumida looks a little like Minebea Mitsumi (which I have had for sometime) since they both make actuators. Maybe that's the only thing they have in common?

If worried about North Korea threat, how about holding some defense sector stocks? I think North Korea would not start a war, but just want to negotiate with U.S. about trade sanctions imposed on them; they like to break loose from China's control like a rebellious teenager. Every country must strengthen their military capabilities these days.
No.361 [投稿者:exe*****]
2017/07/21 15:07

Thanks for your reply. I purchased the Tokyu's REITs' shares.

I tried checking recent institutional buying/selling of 1720. Here’s what I found:
(1) Blackrock: buy on 7/18
(2) JPM: buy on 6/30
(3) Sumitomo Mitsui Bank/Nikko: add shares on 5/30 then sold a small portion of the added shares on 6/30 (at a loss? Because stock price dropped between 5/30 and 6/30).
(4) Charles Schwab, Teacher’s Association, Daiwa: sold shares between 4/30-7/19 (taking loss due to severe price drop?)

Shimiz and Taisei pension fund both hold shares—a good sign.

Fisco's current price target for 1720 is 900. I do not know the right "PE" for this stock, suppose EPS growth is flat.
No.360 [投稿者:roy*****]
2017/07/20 17:41

④ Today, Yaskawa announced its settlement of accounts. We are expecting to spread the whole market with good results.
In the opinion of the minority, Nikkei can exceed 21,000 yen during July.
Therefore I started purchasing large quantities of large stock since yesterday.
In the worst case, there is a possibility that the high price in July will be the highest this year.
Risk is
· Military conflict with North Korea
· Suspicion of trump regime Russia

⑤ Tokyu Group is huge, but the long-term recommendation is 9005. In the short term API (REIT).
With explosive power 1720. Stable at 9005.

Good luck!
No.359 [投稿者:roy*****]
2017/07/20 17:39

① I am an individual investor now. I used to work in a Japanese company a long time ago. Design and development of electronic board. The main business partner is railway. Bank. police. Head of hardware and head hunting.
The representative work is an automatic ticket gate of the railroad.

② 【1720TokyuConstruction】 You are cheap as you say. However, there are bad materials.
· The current chart is collapsing. Technical indicators are bad.
· The settlement figures for 1Q fluctuate greatly. Unpredictable
· The company's own prediction is super-conservative.
· About ten years ago? There was a history that went bankrupt in deteriorating business performance. It is relieved to 9005.
Announcement of settlement on 8th August.

I bought the risk with consent.

③ Japanese real estate shares tend to rise before the BOJ decision meeting. In many cases there are problems with sustainability, but this time we think that it is useless.
No.358 [投稿者:exe*****]
2017/07/20 16:40

OMG. You are a huge fan of Tokyu group. You seem to be knowledgeable about the real estate/construction industry-- maybe a banker, analyst, or retired industry veteran? 1720 (Tokyu Construction) looks inexpensive as a construction stock and business (from Tokyu Group) should be stable. Does it have good safety record?

BXP is good pick since office space supply is perhaps tighter than Tokyo.

BOJ still printing money-- interest-sensitive sectors got a big relief today. You are smart to have bought yesterday.
No.357 [投稿者:mae*****]
2017/07/20 10:11

この銘柄の売買は随分閑散としてしまったものだ。
このあたりが底値圏かなと思い、820円台で購入できたのはラッキーとしておく。
No.356 [投稿者:roy*****]
2017/07/20 09:43

① US REIT is healthier than Japan REIT. Debt ratio is low and there is no worry of earthquake (except West Coast). It seems that the Australia REIT Index and the Japan REIT Index also bottomed out in the last three days. I think that the US commercial REIT may be too cheap due to the influence of Amazon.
Recently I bought BXP. (office)

② Japan has a strong semiconductor sector. However, it was the past that was strong. Korea and Taiwan are mainstream now. You should select a Taiwanese company from Tokyo Electron.

Japan's unique strengths still remain. It is not high-tech but low-tech.
condenser. Resistor. Inductors.
I bought Sumida Co 6817.
A medium-term plan was announced as sales will double in 5 years.

③ Which is good if it is HI tech?
I recently purchased TXN from the United States. PER 20 and it is healthy among NASDAQ stocks. I have INTC from long ago but this has not risen. However, INTC keeps holding.

GOOD LUCK!

I buy back 9005.8957.1720.3289.3279 yesterday.TOKYU lol
No.355 [投稿者:exe*****]
2017/07/20 09:20

People from ancient cities must be smarter!

Foreign inflow into US real estate sector is very healthy, according to latest report of U.S. realtors industry yesterday. Chinese money finds outlets abroad. HK billionaire Lee puts his money in UK and Australia (real estate, utility), for example. Dalian Wanda also invested abroad in a big way.

Regarding semiconductor sector, I have Tokyo Electron, LRCX and SOX etf. Latest (last night's) 7 nm supplier list of TSMC includes Tokyo Electron, AMAT, and Hitachi Kokusai. I think this sector is healthy since TSMC and Samsung are fighting for Apple's iphone processor order for next year.
No.354 [投稿者:パスタ湯上り]
2017/07/19 14:27

反転図式図........になっています。。。買いましょう。。。
No.353 [投稿者:roy*****]
2017/07/19 12:10

① The funds of the Chinese are abundant. Chinese are already buying real estate around Tokyo, not only in the United States. I doubt about the future.
The real estate price around Tokyo has not increased so much compared to other countries.
The most scary thing is the crash of real estate prices in Mainland China. If this happens, they are likely to sell all real estate, not just the US and Japan.

② I bought back 9005 at 828 yen.

③ Boston is an ancient capital. I am interested because I am born in ancient capital of Japan. Tokyo is the new capital meaning the eastern capital.

④ J - REIT index may have stopped falling. Is the date and time July 18, 2017? I am currently investigating and I am not sure.
No.352 [投稿者:exe*****]
2017/07/19 10:25

You are a very intelligent and rational investor-- very keenly aware of every risk factor out there.

Boston is one of my favorite cities-- full of the brightest minds. U.S. real estate market attracts a lot of Chinese investors' money. Culturally, Chinese favor real estate assets. I wonder of if some of that money might come to Japan also.
No.351 [投稿者:tak*****]
2017/07/18 22:38

伊豆急は「生活路線」の上田電鉄とは異なり観光客がターゲットの路線です。
2100系の床下機器は100系の発生品を多数使用しているので、ある意味天寿を全うしています。
しかしその後継が8000系では話が違います。
車体と台車はリゾート路線に適したものを新造して、床下機器は8000系を換装する方が良いのではと考えます。
No.349 [投稿者:kir*****]
2017/07/17 20:30

伊豆急は東急の通勤車両の廃棄場所。
目玉のリゾート21はどんどん減る。
ロイヤルエクスプレスなんて馬鹿げた事業で、アルファ編成もなくなる。
走る車両がほぼすべて東急8000系。
せっかく伊豆まで来て、東急の中古車両に乗せられるのでは観光客に失礼ではないか。
それだったら、車で伊豆に行ったほうがいいだろう。
JR東海が持て余している373系を購入して、新リゾート21として導入したらどうか。
窓も大きいし、座席もリクライニングするし、特急としても使えるし、いいんじゃない。
No.348 [投稿者:roy*****]
2017/07/17 18:08

①おやおやどういう翻訳ソフトを使っているのか知りませんが、他人の主張を曲げるような解釈はNGですよ。
鉄道株やREITが衰退するから買わないと言ってはいない。完全なミス。
誤訳というより嫌がらせか?

②東急沿線は人口減少が起こるのが他より遅いだけ。人口減少を抑える事に成功した訳ではない。
それでは投資判断にもならん。私がJR西株で大儲けできたのはインバウンド効果をよく見ていたから。
人口云々の話ではない。誰が買っているのか?誰が買いそうか?需給はそこにしか興味がない。

③鉄道株を今買う必要がない とするのは、J-REITが下がって止まらないから。J-REITを多く持つ痴呆銀行は鉄道株を同時に売る可能性が高い。日本固有需給の不安。業績ではない。
No.347 [投稿者:kir*****]
2017/07/17 15:16

伊豆急のロイヤルエクスプレスは失敗するだろう。
貴重なアルファリゾート21を1編成ダメにして、バカだ。
おそらく、ロイヤルエクスプレス事業がうまくいかなくなって、アルファ編成は廃車。
そして、後継は東急8500系の再生利用だろう。
伊豆縦貫道の開通も相まって、ますます伊豆急行から旅客が逃げる。
バカ体育会系の悪しき伝統は相変わらずだね。
昔から、東急は中長期的展望を見通すのが下手だ。
千葉の千葉リーヒルズ失敗だとか、東急百貨店、ストアの衰退だとか。
同じような失敗を何度繰り返すんだろうか。
No.346 [投稿者:tsu*****]
2017/07/17 12:51

ナビタイムジャパンが、「車両別混雑度表示」機能を発表。
「NAVITIME」「乗換NAVITIME」には6月27日から、東急電鉄の「東急線アプリ」には7月末に追加する予定。

平日の東急田園都市線の全列車を対象に、列車の車両ごとの混雑度を6段階に分けて表示。
東急線アプリではトップページの「マイ乗降駅」に表示されている次の電車の到着時刻をタップする、
NAVITIMEと乗換NAVITIMEは各列車の「停車駅リスト」の「車両情報」画面で確認できる。

混雑度は、東急電鉄が保有する、一部列車の車両別の荷重状況をもとにした乗車率データと、
ナビタイムジャパンの「電車混雑シミュレーション」技術で予測される列車ごとの混雑度を組み合わせて算出。
時間帯や駅ごとに異なる混雑度を列車別に加え、車両別でも表示可能となった。

両社は今後も対象路線の拡大や予測精度のさらなる向上を目指していく。
http://www.itmedia.co.jp/mobile/articles/1706/23/news135.html

上記アプリ登場は有難いですが、東京急行電鉄には、田園都市線の抜本的な混雑解消を志していただきたいです。
No.345 [投稿者:kir*****]
2017/07/16 21:50

確かにわかりやすい英文ですわ。
ニプロは成長するので(確かに外人には人気がある)、長期所有にもってこいだの、鉄道株やリートは衰退傾向の懸念があるので、持っていないだの買いてあるな。
鉄道株に対する懸念はわからなくもないが、東急沿線は上京した地方出身者にとって憧れであり、人口流入が当面続くので、懸念は当たらないと思う。しかし、今の株価では正直買えないけど。
No.344 [投稿者:roy*****]
2017/07/16 17:15

心配しなくても私は日本人だ。意味が通じるレベルの翻訳ソフトが無料で出回る時代。何も不自然ではないだろう。
No.343 [投稿者:hib*****]
2017/07/16 14:12

外人の振りをして意気がるなよ、比較的簡単な易しいセンテンスからわかるよな
No.342 [投稿者:roy*****]
2017/07/15 20:42

④ 8086 Nipro has a solid business performance. I think that it is a good stock that can withstand long-term ownership with unique stocks.

⑤ Finally on railway stocks.
Since I have a risk of declining now, I do not own a railway stock. Due to the decline in REITs and real estate stocks, we believe there is a danger that good-performing railway stocks will be sold as well. Loss of REITs Railroad stocks may be sold at the same time as selling. It is a bad scenario ignoring performance.

The performance of the railway stock itself has no problem. It is noteworthy that the financial announcement of 9003 on August 1 and the reaction of the stock price will be remarkable.
No.341 [投稿者:roy*****]
2017/07/15 20:36

① The US Bank is lowering and the US REIT is rising. That. I sold a little BAC and bought BXP and TXN.

② Is Japan's railroad stock now buy? It is difficult to make a decision.
Real estate stocks and railways, retail, hotel revenue and multifaceted. For that reason, I would like to be cautious about cash advances ignoring performance. Currently I do not own railway stocks. The railroad stock in the US is a wonderful stock price. Virtually a national blood vessel. The economy should be doing fine.

③ REIT is not a stock. It may be better to judge with NAV instead of PER. J-REIT is currently crashing. It is recommended to leave.
Let's get it when it goes down.

The unusually high dividend is issued by mutual funds that make up REITs. No abnormality is observed in REIT simple substance.
No.340 [投稿者:exe*****]
2017/07/15 18:05

REITs have rebounded 2 days in a row in U.S.

Do you think both 9003 (Sotetsu) and 9005 (Tokyu) make sound investment decisions?

Why do Japanese REITs pay more in dividends than what they earn? What justifies the PE of 30 in case of J-REIT?

Some institutions just bought Nipro (8086). Diabetes market is growing regardless of who is in power.
No.339 [投稿者:tak*****]
2017/07/15 11:25

渋谷を「老若男女問わず」「仕事から買い物まで」の街にしないと、東横線・田園都市線・井の頭線からの乗り換え客がスルーするだけの活気のない街になってしまいます。
私的には、渋谷は"東急が一生懸命再開発するほど"活気が失われて行っている気がします。
「若者の街」と謳っていてもそれはセンター街周辺の話であり、チープな店ばかりです。
新宿や池袋には今でも何とも説明出来ない「大人の猥雑感(スケベな意味ではないです)」を持っていますが、渋谷の「大人向けの店」は敷居の高さが中途半端です。
これでは羽田空港をガッチリ押さえた京急・箱根で踏ん張る小田急・ブランド力を付けた高尾山を持つ京王にかなう筈ありません。
No.338 [投稿者:tsu*****]
2017/07/15 11:01

JR東日本の2016年度の駅別乗車人員ランキング(1日平均)で、
品川駅が、渋谷駅を抜き、初めて5位になったことがわかった。 
JR東の資料が残る1988年度以降、上位5駅は新宿、池袋、東京、横浜、渋谷で占められてきたが、
東海道新幹線の新駅設置などで、首都の新玄関として存在感を発揮した品川駅が“5強”の一角を崩した。 

87年の国鉄民営化の前、品川駅の東側には国鉄の貨物ヤードがあり、物流会社の倉庫などが並んでおり、
88年度の乗車人員は18万9691人とJR東管内の10位だった。
新橋駅や高田馬場駅より少なかったが、民営化後は旧国鉄用地を活用した再開発が進み、
オフィスビルやタワーマンションが林立するなど品川駅周辺の風景は一変。

2003年には東海道新幹線の新駅、15年にはそれまで上野駅止まりだった宇都宮線などが、
直通する「上野東京ライン」がそれぞれ開業し、16年度の乗車人員は37万1787人と、
1988年度の2倍近い水準に達した。
http://www.yomiuri.co.jp/national/20170713-OYT1T50069.html

渋谷の没落ぶりが、デ-タに現れてきましたね。 東急電鉄さん、どうされるおつもりでしょうか。
渋谷駅周辺の再開発が完成したからと言って、渋谷駅の乗降者数が上昇するとは思えません。
東京急行電鉄の株価も、下がっていくのでしょうか?
株は、売り時なのですか?
No.337 [投稿者:tak*****]
2017/07/15 05:03

>まぁ私が死ぬ前に@2,800円になってくれればどうでもよいのですが。
もう@1,000~1,100円でもいいですから、他の大手私鉄並みの値まで上げて欲しいです。
No.335 [投稿者:roy*****]
2017/07/13 12:57

① The railroad construction cost is paid by the state. Railroad cars are not rental. 9003 is bought directly in 2017. 9003 purchased 20 new models this year. It is 2 billion yen. 9003 is a small company and 2 billion yen is big. The purchaser is Hitachi!
This new model vehicle will be invested in vehicles that will be launched on three direct lines. NAVY BLUE!

② Hitachi is a giant enterprise aligned with Toshiba.
Stock prices are solid. It would be a promising large stock in the electrical sector.

There is future unease due to the withdrawal problem in the UK. A new rail car manufacturing factory is located in the UK.
It would be a bad material if the UK shares fell greatly.

③ Factor raising Nikkei? It's a difficult question, but individuals keep time.
Time is the time when the dollar yen is weaker than 110 yen.
A stress test of 105 yen per dollar is completed in 2016.
105 yen is the limit point. 100 yen is a dangerous area.

GOOD LUCK!
No.334 [投稿者:exe*****]
2017/07/13 09:54

Thanks for educating me about the system in Japan. The costs aren't as bad as I had previously thought if it's mostly rental and purchase of railroad cars.

Nobel prize winner Robert Schiller of Yale University mentioned that US stock market has about 50% upside in the next ten year. --> Bullish for Nikkei also?

I am wondering what types of catalysts can drive Nikkei up substantially. I picked up some Hitachi shares yesterday based on the CEO's bullish comment.

Good luck : )
No.333 [投稿者:伊藤喜十郎]
2017/07/12 18:23

フォレストさんの前回の投稿抜粋
 「ですから最新車両での評価というなら南武線と東急の評価が違う時点でまずおかしいです。
  同じところでつくっていますし座席の設計もほぼ同じです。」

→フォレストさん(東急電鉄関係の方とお見受けします。)は南武線の車輌に最近乗ったことが
 ありますか? 500系とかの形式は私は良くわかりません。
 私が指摘しているのは対面座席の背もたれではなく、車輌内の長方向の座席の「座」の部分です。
 南武線と東急の車輌を明日にでもお試し頂き、再度、感想を頂ければ有り難いです。
 私は間違った評価とは思っていません。なぜなら、週に2~3回、東急、南武線、京急、の3社の
 車輌を利用しているからです。きょうも利用してきました。
 実際の体験を根拠にした評価ですから、フォレストさんも体験されてから感想を投稿して
 頂けたらと思います。
 また参考までに、先日、小田急線にも乗車しました。小田急線の座席も東急の座席と似ていて、
 とても硬かったです。

以上、ご参考まで。
No.332 [投稿者:roy*****]
2017/07/11 19:08

③ The construction work connecting Sotetsu 9003, Tokyu 9005 and 9020 JR - EAST is currently in progress.
However 9003 Sotetsu has not paid any construction cost at all! Construction was delayed from schedule because it is national policy construction!

Because construction work is paid by KanagawaState, Japan and the Independent corporation of the country. It is a so-called state-owned company.

However, in the future 9003 Sotetsu, 9005 Tokyu and 9020 JR-EAST are sure to rent and use the routes that the country has constructed.
These are costs, which should be reflected in stock prices and customer fares.
No.331 [投稿者:roy*****]
2017/07/11 19:01

①I have not confirmed the fact that Black Rock and Wisdom Tree bought 9003.
It is under investigation.

② 8985 is hotel specialized at J-REIT. In the case of J-REIT, special consideration is necessary now because there are special circumstances.

J-REIT usually pays dividends of 3 to 5%, but until recently there have been J-REIT mutual funds paying close to 10% dividends.
It is now that mutual funds that are decreasing due to correction orders from the Financial Services Agency are being followed in succession.
The big J-REIT, a long-established giant, has not stopped falling as it is being pushed for selling.
8985JHR is not selling, it is not senior, it is not pressed. I want you not to be misled.
When the oldest JRE stops falling, it is the bottom price of the J - REIT index.
J-REIT is very special, so please be careful now.
Japan is the only place where the REIT index is crashing.
No.330 [投稿者:exe*****]
2017/07/11 12:28

I just checked...It seems that Blackrock and Wisdomtree added 9003 between 7/7 to 7/10. Blackrock holds 1.89 million shares per 7/7/2017 report. But I can not be totally sure whether it's a report of current position or new position. Maybe you have some way of confirming whether it was institution buy recently or just a report of holdings only.

I compared 9003 and 8985 on their weekly price chart. I noticed that around summer of 2015, 9003 outperformed 8985 temporarily. It's my wild guess only, but could it happen again? Again, very wild guess only.

Do you think that connecting Sotetsu route with Tokyu/JR routes will cost money first, but then the railroad companies could recoup the cost through real estate development projects along the new route later on? Thus perhaps it's not completely negative news? I am not knowledgeable about Japan however.

Good luck~
No.329 [投稿者:フォレスト]
2017/07/11 09:34

すいません。伊藤さんの文章の読解能力と理解がないようなので(初期タイプと後期タイプの違いなど)この話題はもう終わりにします。
悪気があるわけでは無くただ一部誤った知識を他に広めないで欲しいだけでしたので。
ちなみに現在東急車輌はJRに売却されて総合車両製作所となりどちらもこちらでつくられています。JRの一部は新津車両製作所でつくられています。
では失礼しました。
No.328 [投稿者:roy*****]
2017/07/11 08:08

9003 Shareholders will do their best.

Can not 9003 be sold most recently? I'm worried.
It is because J-REIT is in constant disorder.

There was a report that the J - REIT would go down for 3 months due to the disturbance of supply and demand.
I think that it is necessary to pay close attention to the fall of 9003 due to bad material in railway stocks.

I individual will buy back railway stocks if the bank shares will fall significantly.
Today's bank shares sideways. Unreasonable!

Good Luck!
No.327 [投稿者:伊藤喜十郎]
2017/07/10 18:52

南武線(JR)と東急(私鉄)の形状は似ています。乗客個人個人の仕切りがある形状です。ところが、クッション性は明らかに異なります。南武線は少々強く腰掛けても腰や背骨に響きませんが、東急の座席はもろに響く感じがします。同じところで造っているのであれば製造会社名を教えて下さい。東急電鉄は「東急車輛製造」が設計して造っていると推察します。JR南武線も東急車輛製造で設計して造っているのでしょうか。電鉄の重要な運営優先順位は、①安全安心 ②快適 ③その他、ではないでしょうか。クッション性をないがしろにすることは、「快適」を損なっていることになります。採点をし直すと、京急120点、JR南武線95点、東急60点。ぜひ一度お試しください。
No.326 [投稿者:exe*****]
2017/07/10 15:49

Thank you. You are very knowledgeable : ) I keep some 9003 shares in my real estate portfolio also.

I picked up some 5199 recently. Earnings are improving but stock price still in the toilet. The parent company is Okamoto. Tiny and speculative play...

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