素材株s is better than 資源株s or something else.

This is because they can earn money when materials can be bought cheap and their products can be sold expensive. Why does this happen in this month?

Thanks for decreasing materials prices and consumer companies attitude for inflation, 素材株 companies has been recently allowed to re-set up their price against inflation. Fortunately, oil price is lowing after the change of their environment.

Thererfore, 中外製薬、王子製紙 were picked.

The reason why I longed 国際石油帝国ホールディング is that this is for diversification of risk. Furthermore, this company has earn quite huge money under oil bubble. Which permit it to predict their financial statement is "good" next quarter.

Joon