株投資短歌 新型コロナと株価(2) 選別投資 Selective Investment
中湖 康太
新コロナ 経済活動 需要減 供給ネックで 縮小均衡
New coronavirus epidemic simply should affect economic activities; decline in demand and disruption in supply, leading to economic contraction, to large extent certainly.
人類の 知恵に信頼 なすならば アンチバイラス(抗バイラス) 開発いずれ
Yet if we can trust the wisdom of humankind, it should be a matter of time the antivirus medicines are to be developed.
一様に 株価判断 できずとも 売られ過ぎ株 見極め投資
Though it’s difficult to evaluate how much the declines have discounted the impact in general, it would perhaps give us good opportunities to pick up the stocks estimated to have sold excessively in the light of intrinsic value.
中湖 康太
By Kota Nakako
2020/03/06
