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今夏は蒸し暑く 猛暑関連銘柄をご紹介

気象庁が25日に発表した3か月予報によると、6~8月は全国的に気温は高い傾向で、夏前半は、降雨量も多く蒸し暑くなる見通しとの記事に注目です。 猛暑をもたらす例が多いラニーニャ現象が夏の間に起こるとみられ8月は照りつけるような暑さになる恐れがあるそうです。個人的には、暑い夏は勘弁して欲しいところですが、株式市場にとっては好材料です。季節商品が売れて、景気にプラスに作用するからです。通常よく言われる猛暑関連銘柄と、少しひねった猛暑関連銘柄をご紹介しましょう ビール ◆サッポロホールディングス<2501>590円 ◆アサヒグループホールディングス<2502>3700円 ◆キリンホールディングス<2503>1850.5円 アイスクリーム ◆森永乳業<2264>664円 ◆B-R サーティワン アイスクリーム<2268>4150円 エアコン ◆ダイキン工業<6367>9284円 ◆富士通ゼネラル<6755>1947円 少しひねった猛暑関連銘柄 ◆シンプロメンテ<6086>1326円 店舗メンテナンス専業会社。猛暑でエアコン酷使により、修理増加の思惑。 ◆因幡電機産業<9934> 電線・配線器具等を扱う独立系商社。稼ぎ頭が自社製品事業の空調用被覆銅管 ◆四国化成工業<4099>860円 化学品と建材が2本柱の企業。プールの殺菌・消毒剤大手。気温上昇で殺菌・消毒剤の用量増加。 ■相場の福の神 前営業日の日経新聞半歩先読み 東洋エンジが概念設計受注 小さな記事ですが・・・ ◆東洋エンジニアリング<6330>331円 始値338高値340安値336終値339前日比+8出来高1009000 ■相場の福の神 本日の注目銘柄 前営業日の全市場の新高値・安値、最高値・安値、値上がり・値下がり上位から、藤本が注目の銘柄をご紹介します。 全市場 新52週間高値57、新52週間安値24 ◆セレス<3696>1981円 新高値更新 衆院本会議でフィンテック(金融のIT化)のサービスを使いやすくする改正銀行法が成立。 ◆スクウェア・エニックス・ホールディングス<9684>3430円 新高値更新 スマホ向けRPG(ロールプレイングゲーム)の全世界配信決定。 藤本誠之(ふじもと・のぶゆき) SBI証券 投資調査部シニアマーケットアナリスト

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