What are the main metaarth -related brands in Japan and the United States?Five stock price trends, dividends, future prospects | Hedge Guide for comparison / ranking of stock investment

The Metaverse is a virtual space built mainly on the Internet where you can create your own avatar (alternate), interact with other avatars, and experience unrealistic experiences such as participating in concerts. refers to a service that can

According to an analysis by Emergen Research in the United States, the company expects the global metaverse market to reach approximately $830 billion in 2028 (approximately $48 billion in 2020).

The stock market also has high expectations for Metaverse stocks, and it is possible that second and third companies like Amazon and Apple will emerge. Therefore, this time, we will explain the attention-grabbing stocks related to the Japan-US metaverse.

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*This article is intended to provide information to investors and is not intended to solicit investment in specific stocks. Please make investment decisions based on your own judgment. *Written based on information as of February 14, 2022 (stock prices are as of February 10, 2022 (Japan time, closing price)). Please check the latest information yourself.

1. Requirements for the Metaverse 1-1. VR goggles 1-2. VR compatible device 1-3. Metaverse apps
2. Related stocks 2-1. META PLATFORMS INC (FB) 2-2. Intel (INTL) 2-3. Sony Group (6758) 2-4. NVIDIA (NVDA) 2-5. Panasonic (6752)
3. Summary

1 Necessary items for the Metaverse and related companies

At the time of writing, VR is the only way to experience the Metaverse. Compatible goggles are required. As the Metaverse market is expected to expand, device manufacturers are also attracting attention from global investors.

There are so many companies entering the market, it's like the gold rush that happened in the 1800s. At that time, gold miners from all over the United States flocked to the West Coast. However, only a handful of people found happiness. It wasn't the miners who made their fortunes, but the merchants who sold them shovels, buckets, food and jeans.

Let's take a look at the items needed for the Metaverse.

VR goggles are the tools you need to experience virtual reality. You can easily experience virtual reality by projecting a 360° image there. VR goggles for smartphones are sold from a few thousand yen, but for those who want a full-fledged experience, VR for PC is the best.

Manufacturers include Oculus (FB) in the United States, and Elecom (6750) and Sony Group (6758) in Japan.

Device is a general term for devices such as personal computers, smartphones, etc., or devices used by connecting to them. Peripheral devices include not only the monitor and keyboard, but also the CPU, main memory, graphic memory, and disk drive inside the computer.

Gaming PCs are equipped with an independent graphic board, unlike normal PCs, and are a necessary item for VR because they can smoothly display advanced graphics such as 3D (three-dimensional). A high-performance CPU (Central Processing Unit) is required to maximize the performance of this PC.

CPU makers are Intel and AMD (Advanced Micro Devices) for 2 minutes. Intel's Core i series and AMD Ryzen series are competing for performance.

Software is required to experience VR. There are two types of software, VR videos and VR games, and VR videos are software that allows you to experience virtual trips and rides in VR goggles. As an example of business utilization, it is used for previewing real estate and PR videos for travel.

VR games allow you to fight monsters, repel enemies, and play with multiple people at the same time. Game software sales and development companies include Sony Group (6758), Square Enix (9684), Capcom (9697), and Koei Tecmo Holdings (3635).

2 Metaverse-related stocks

Here, we will explain the fundamentals and stock price levels of Metaverse-related stocks.

As the new corona infection spreads around the world, online meetings that do not require contact with people have become commonplace. META (formerly Facebook) opened Horizon Workroom in July 2021, where meetings and seminars can be held in a virtual space created with computer graphics. In October 2021, the company announced that it would change its name to META. At the same time, CEO Zuckerberg revealed his intention to invest in Metaverse.

META's strength is that it is possible to conduct business jointly with Oculus (VR goggle maker) under its umbrella.

META (FB) has a stock price of $228.07, a PER of 16.56 times, and does not currently pay a dividend. In the financial results for the fourth quarter of 2021, the sales forecast for the period from January to March 2022 was disappointing, and the stock price dropped significantly. The market may have overreacted, and the stock has fallen to relatively cheap levels. Stock prices are likely to recover in the future.

Intel announced the 12th generation Core i series for gaming PCs in November 2021. This greatly exceeds the competitive AMD 4th generation CPU in terms of price and functionality. The 12th generation Core i series is a threat to AMD because of the large share of PCs equipped with Intel CPUs in gaming PCs.

The stock trades at $48.86, with a forward P/E of 13.82 and a dividend yield of 3.07%. Expected PER is below the Dow average (18.31 times) and Nasdaq average (27.78 times). The stock price level is relatively cheap, so it is a good level to invest on the premise of long-term holding.

Sony has invested in Evic Games, which developed the online game "Fort Knight". Fornite hosts online virtual events where players from all over the world can compete in games and work together to achieve goals. Sony has received software for PlayStation, but is trying to develop Fort Knight into movies and music.

Sony's stock price is 12,855 yen, the expected PER is 19.62 times, and the dividend yield is 0.51%. Although the expected PER of the Nikkei Stock Average is 16.95 times and the stock price seems overpriced, it seems that there is room for the stock price to rise as a stock related to the Metaverse.

NVIDIA is a manufacturer of GPUs (Graphics Processing Units). GPUs are suitable for processing the latest graphics and AI, and the company has partnered with more than 200 companies worldwide. For example, Toyota and Tesla have adopted the company's technology as the brain of autonomous driving.

We also provide Omniverse as a place for collaborative work in the virtual space. Omniverse is a platform for collaborative work in a virtual space. Multiple creators can work together and simultaneously in the same space in the production of 3D CG for architecture and games.

The stock trades at $258.24, with a forward P/E of 55.11 and a dividend yield of 0.07%. As a company with high growth expectations, the expected PER exceeds the Dow Average (18.31 times) and the Nasdaq Average (27.78 times), making it feel overpriced. With the US policy interest rate expected to rise by 0.5% in March 2022, the company's shares, which are overvalued, are likely to be sold.

Panasonic's 100% subsidiary Shiftall announced VR goggles. This goggle weighs 503 grams compared to the Oculus Quest2, which weighs about 250 grams and has a diopter adjustment function.

In addition, Mutalk, which prevents your voice from echoing around you when you enjoy conversations in the Metaverse or have a video conference, and Pebble Feel, which allows you to experience the temperature in a VR space, will be on sale. .

Panasonic's stock price is 1,233 yen, the expected PER is 11.76 times, and the dividend yield is 2.03%. It was reported that the company will raise the price of its home appliances (from April 2022), so earnings are expected to improve in the future. The stock price is relatively cheap, which makes it a good time for long-term investment.

Summary

The spread of the new coronavirus has also boosted the Metaverse. The world of the Metaverse is expected to expand into various fields in the future. You can experience overseas travel while staying at home, participate in concerts, start a company, and more.

There are many Metaverse-related stocks other than those introduced this time. Stock prices fluctuate. Please do your own research and make your own investment decisions.

See the SBI SECURITIES website The following two tabs change content below. Started investing in stocks in his third year of university, and has over 35 years of investment experience. The stance is long-term investment in undervalued stocks. An investment style that enjoys a rise in stock prices along with corporate growth without chasing short-term profits. Some stocks have grown 30 times. After graduating from university, I was assigned to the trading department of a securities company. For convertible bonds, experience in structuring domestic and foreign government bonds, corporate bonds, and structured bonds. After that, as a credit-related strategist, he distributed reports mainly on bonds and credit to institutional investors. Chartered Member of the Securities Analysts Association, International Certified Investment Analyst, AFP, Internal Control Manager.

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