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Yonbon
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  • 2006/9/28
機械株の出遅れ感が強い、と言われて久しくなりますが、機械株の中では、コマツが頭に浮かぶ人が多いのではないでしょうか
でも、多分ファナックの方がいいですよ~
理由は;
・ファナックの方が円高に強い
・コマツは建設機械/ファナックは工作機械。建設機械は金利の上昇により建築需要が住宅中心に頭打ちの恐れあり。企業の設備投資は活発化してくる予想から工作機械に軍配




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