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With the number of listed companies engaged in “Web 3.0” businesses increasing, what do investment specialists think of new stocks such as AI, semiconductors, and Web 3.0-related stocks? When is the best time to invest?
We asked two investment specialists, Nobuhiro Tomatsu, a “charismatic figure in Chinese stocks” with a keen eye on foreign stocks, and Ryo Kumagai, MVP of Yahoo! Finance's “Investment Expert” for two consecutive years, about the current status and future of Web 3.0-related stocks.
Nobuhiro Tomatsu:My impression is that the current overall market position of Web 3.0-related issues is still weak. In terms of materials, the topic of Web 3.0 certainly has much room for future development, but it is still in the development stage, and companies are still in the process of embarking on their businesses, so few companies have actually produced significant results.
There are still very few Web 3.0-related stocks whose share prices are rising due to Web 3.0-related business performance. For example, GMO Internet has established its own NFT marketplace, but its NFT-related sales are not that large.
I think this is a genre that investors are still in the wait-and-see stage. Of course, as I mentioned earlier, there are some investors who may want to hold on to the company's future potential at this point in time.
In fact, when Web 3.0-related topics come up, for example, when Bitcoin rises in price, it is natural to see price movements in stocks related to crypto assets.
There are still only a few companies that are expanding their business performance mainly through Web 3.0 businesses, but GMO Internet is one example of a company that is working on such new businesses on top of its core business. Although it cannot be called a core business yet, it is certainly a genre that investors are paying attention to due to long-term expectations for its future potential.
In terms of stocks, GMO Internet, Rakuten, Monex, and CyberAgent are currently solid companies.
Ryo Kumagai: I have the impression that when the Bitcoin price rallied in 2021, stocks related to crypto assets, especially those of companies that started exchange businesses or issued crypto assets, rallied together, and then companies that entered the blockchain and Web 3.0 fields as new businesses gradually increased their stock prices.
After that, when Facebook changed its name to Meta, stocks related to Metaverse trended and rallied for about a month, but I have the impression that there has not been much price movement since 2022, when that has run its course.
However, since that has run its course, there has not been much price movement since 2022. Currently, AI-related and semiconductor-related companies are the trend in terms of new genre, and there are few new materials in the Web 3.0 area, so the price movement of Web 3.0-related stocks seems quiet.
For example, there are some investors who have high expectations for this new genre, such as buying stocks of game companies that have developed new blockchain games. Many investors' eyes are turning in that direction.
The new NISA is scheduled to start next spring, so large-cap stocks are likely to be the main focus for the next year or so. However, there is a theory that small- and mid-cap stocks will move after large-cap stocks have been bought to some extent, so I think there will come a time when small- and mid-cap stocks such as IT-related stocks including Web 3.0 will be bought.
Personally, I am focusing on companies such as Standard, which is developing the financial DX domain as its next pillar with a blockchain-related focus, and Medidoo, which has clarified its strategy to add NFT to paper books and link it to its secondary distribution network.
Nobuhiro Tomatsu
President and Representative Director, Global Link Advisors, Inc.
Nobuhiro Tomatsu was born in Tokyo in 1973. Nobuhiro Tomatsu was born in Tokyo in 1973 and is known as the “charisma of Chinese stocks” among investors nationwide. He is the author of “How to Read a Stock Quote in One Hour” and other books.
Akira Kumagai
Representative of Kumagai Support Co.
Born in Gunma Prefecture in 1971, Akira Kumagai is currently the president of “Maestro's Stock Bonus. He is the owner and operator of Maestro's Stock Bonasera, where he suggests stocks that are expected to rise in the short term to his members.
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