文具のコクヨ、化粧品メーカーも……イラン情勢なのに株価が上がった意外な企業の共通点（1/3 ページ） - ITmedia ビジネスオンライン
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文具のコクヨ、化粧品メーカーも……イラン情勢なのに株価が上がった意外な企業の共通点（1/3 ページ） - ITmedia ビジネスオンライン
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This page discusses why Kokuyo (stationery maker) and Ai Robotics (beauty D2C) saw stock price increases on March 30, 2026, despite the Iran crisis causing a market-wide decline. While the Nikkei 225 fell significantly due to oil price hikes and Strait of Hormuz concerns, benefiting resource developers and defense contractors, these two seemingly unrelated companies defied the trend. The article explores the market's unusual investment logic behind selecting these stocks, particularly examining the cosmetics industry's paradoxical position as petroleum-dependent despite appearing unrelated to geopolitical risks.
