投資必勝法メイドインジャパンの信頼

20KDDI・19花王・18SMC・17協和キリン・16東京エレクトロン・15バンダイナムコHD・14任天堂13ネクソン・12野村総合研究所・11塩野義製薬・10ダイキン・9テルモ・8シマノ・7中外製薬・6ニトリHD・5キーエンス・4オービック・3シスメックス・2オリエンタルランド・1エムスリー。

05年からの過去15年の成長率を算定する。時価総額成長率・総資産・純利益÷売上・利益÷総資産・PER・固定負債・利益÷固定負債、客観的な指標を見比べて優良な企業ランキングである。劇的に違うのは固定負債比率・利益÷固定負債であり、借金の有る企業は5%・3%・0・9%などの数値だが、借金の無い企業は633%・533%・357%などを叩き出す。

優良企業の対極にあるのがゾンビ企業である。今世界の上場企業の20%がゾンビ企業である。

ゾンビ企業とは実質的に経営が破綻しているのに銀行・政府機関の支援により存続している企業である。企業の収益から企業を運営するコストを引いたら借金の利子を支払う資金が無い企業がゾンビ企業である。銀行の支援に依存し、果てしなき支援を存続させる企業がゾンビ企業である。

EU1439社・アメリカ923社・インド617社・中国431社・台湾327社。EUでは27%アメリカでは32%の企業がゾンビ企業である。

ゾンビ企業は何故産まれるのか。世界的な金融緩和の緩和マネーで潰れそうな企業にカネを回す。中央銀行の低金利が企業が借金し易い要因となる。レポ市場・ハイイールド債・レバレッジドローン・CLO、企業が資金調達しやすい仕組みが出来上がっている。

阿保のトランプがFRBに要求した「量的金融緩和を行え」「金利を下げろ」の要求の結果、アメリカがゾンビ企業だらけになった。

ゾンビ企業は、新型コロナに実体経済を止められ、金融バブルが大崩壊する次の金融危機で全滅する。FRBの無制限の金融緩和が全滅を先に延ばしているだけである。

日本企業。日本はバブル崩壊後債務返済に努め、企業内部留保は463兆円。ゾンビ企業は109社、2%である。次の金融危機で欧米中国の借金まみれのゾンビ企業が倒産していく中で、日本企業は生き残れる可能性が有る。

投資をするチャンスは二番底・三番底、底抜けの金融経済崩壊の後、訪れる。日本の優良企業が生き残り、ロスチャイルド銀行・ロックフェラー財団・JPモルガンチェース・バンクオブアメリカ辺りが再び日本株を買い込みに訪れる頃。何年先になるか分からないが、その時に国際金融資本が買う日本企業の株を一緒に買えばよい。

待つのが投資である。どうせ博打を打つのなら、待ち構えて情報収集を怠らず、大博打を打てば良い。

数年後のチャンスに備える為にも新型コロナに殺されてはならない。「先ずは生き延びる。儲けるのはそれからだ。」。

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