haitouさんと申します。
本日はシクリカル銘柄のことを調べてみました。勉強の8回目です。
シクリカルって
「シクリカル（Cyclical)」は景気循環に強く影響を受けるものを指します。つまり景気が良くなると業績や株価が上がり、景気が悪くなると下がりやすい特徴があります。
シクリカル銘柄って
シクリカル銘柄＝景気敏感株（景気に連動しやすい企業の株）と呼ばれます。
日本株で典型的な業種は
・自動車関連 トヨタ自動車（7203）、ホンダ（7267）
・鉄鋼、素材 日本製鉄（5401）、JFEホールディング（5411）
・機械、工作 コマツ（6301）、竹内製作所（6432）
・化学、エネルギー 住友化学（4005）、出光興産（5019）
・海運、空運 日本郵船（9101）、ANAホールディングス（9202）
は所有している銘柄です。
まとめ
海外投資家が日本のシクリカル銘柄やバリュー株へ投資を拡大させています。シクリカル銘柄への投資は景気サイクルを見極めたうえで中長期的なアプローチが効果的です。投資の際は業績回復前提の銘柄は回復が遅れると株価が低迷する可能性があり、マクロ経済や為替動向の影響を受けやすい銘柄になります。
銘柄として日本製鉄（5401）、大同特殊鋼（5471）、信越化学（4063）、ブリヂストン（5108）大成建設（1801）や商社5社（伊藤忠、丸紅など）が注目されています。
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