1週間に一回更新予定。

アウトプットが見えにくいため、1週間に1回更新予定。

この2年間自主鍛錬してることは、A)物理B)数学C)実践D)外国語です。

今月の主な予定は

A)量子論学習をいったんお休みして、量子コンピューティングのおさらい。IBM Qiskitの学習。洋書2冊。

B)今年は多様体、微分幾何学、代数トポロジーを重点に置いているのですが、今月は、少し遡って「群と位相」をやっています。

C)知能制御がバックグラウンドにあること、日本は高齢化社会を迎えることから、ライフワークとしてはエージテックに置いています。なかなかテーマが絞り込めないため、先月半ばから機械力学と電気回路のおさらい中。来月半ばくらいまで、アナログデジタル回路までおさらいしてから、プロトタイプ開発をしていく予定。制御については、今、現代制御をさらってやっています。(ポスト現代制御理論はきりがないので、テーマを決めてから、掘り下げていく。

D)現在、英語は最優先。ラジオや専門書を聴いたり読むだけでは語彙力は増えないので、C1レベルの語彙力強化を1時間/日ほど充てられることを目標。スペイン語、フランス語、中国語については、1時間以上/日の音読、聴解、反訳トレーニングを実施。これらの三言語については、現状維持で十分。

Australia and Singapore Stock Markets Information Links オーストラリア/シンガポール株式投資情報入手

Japanese investors have few opportunities to get information apart from Japan and U.S. I will show the links related to Australia and Singapore Stock Markets. I think these links are very useful to compare with Japan and China

Australia

MarketIndex Australia is the best link to analyse the companies listed in ASX.

Monex Securities Australia

Monex Securities Australia provide Australian with best platform, which is much better than Monex Japan. Unfortunately, they do not allow Japan residents to open account.

Use information they provide is Insight

NabTrade

NabTrade, subsidy of National Bank of Australia, is probably the largest broker in Australia. They provide useful information in Insights including podcast.

Singapore

PhillipCapital

PhillipCapital is the largest broker in ASEAN. They provide the following useful informations.

StocksBnB: good research information in ASEAN

PhillipCapital Youtube: Updated weekly information

Space Agencies will use AWS ground station or Azure Orbital for Low Earth Orbit.

Microsoft released Azure Orbital September 2020, 2 years after Amazon started AWS ground station in 2018. Azure Orbital provide spacecraft users with all-in-one services between ground station and data archiving. Moreover, Azure orbital users can use the largest Ground Station Provider, KSAT, which whole space agencies use.

Then, can space agencies use these cloud service apart from security consideration?

Currently, NO. Space agencies use international standard, particularly CCSDS, to have interoperability among space agencies, while AWS and Azure provide commercial standard, such as ANSI standard. Therefore, developing ecosystem is necessary to have interface between Space Agencies assets and these commercial services.

Basical data flaw of spacecraft operations
Basical data flaw of apace agencies spacecraft operations. They use CCSDS-compliant standard for communication.
Basical data flaw of spacecraft operations by AWS or Azure Orbital. They provide commercial standard, which is imcompatible with space agencies
Basical data flaw of spacecraft operations. Imcompatibility in standard is obstacle for space agencies to use commercial cloud service.
Basical data flaw of spacecraft operations. Developing ecosystem lets space agencies use cloud services, if space agencies develop compatible software with commercial standard or they buy software modules.

Aerospace stocks

I’m also monitoring Aerospace stocks, especially devices and ground services. The following companies are not judged by stock valuations, but by my thought whether these companies will be potential around 2025 or 2030.

Spacecraft Monitoring & control services and ground station devices.

Kratos https://www.kratosdefense.com/

Kratos is the most potential company, providing ground station devices both to AWS ground station and Microsoft Azure. Kratos is also providing EPOCH, spacecraft monitoring and control software to commercial satellites. Unfortunately, PER will be over 300 times with the rumor that Lockeed Martin might purchase Kratos.

Spacecraft operations services

THALES https://www.thalesgroup.com/en

LEONARDO https://www.leonardocompany.com/en/home

These companies have strength in European. Thales Alenia and Telespazio are part of these companies. These companies will be valuable compared with US stocks.

Onboard devices

Spacecrafts are embedded systems in order to control in limited capacity. Therefore, FPGA and ASIC(Application Specific Integrated Circuit) are key products.

Xilinx

Intel

Lattice

Microchip Technology

Hydrogen and NGV(Natural Gas Vehicle) stocks

I’m monitoring the listed companies for Hydrogen and NGV(natural gas vehicle). Hydrogen is potential energy to produce electricity, which will be next generation as FCV (Fuel Cell Vehicle) after EV(Electricity vehicle). Many governments, including California, promote FCV or EV to eliminate CO2 production. Electricity battery is not only applied into automobile but also into airplane, ship, even spacecrafts, meaning that hydrogen energy must be key issue for MaaS(Mobility as a Service).

Related Hydrogen stocks are as follow:

Plug Power

Ballard Power

NEL Hydrogen

Mcphy

I estimate that NGV(natural gas vehicle) will be much more attracted between 2025 and 2030 than EV and FCV. Half of energy is coming from natural gas to produce electricity or hydrogen which works for EV or FCV. Using natural gas directly is much more efficient than using electricity or hydrogen which is transferred from the gas. Experts with technology background notice that NGV is much better than EV or FCV, while investors focus on middle-term profit.

Related NGV stocks are as follow:

Cummins Natural Gas Engine

Yoron Island, 与論島、鹿児島

Yoron island in Kagoshima Prefecture is the best resort place in clean sea water, much better than Okinawa, Ishigaki, Miyakojima.

It takes only 35-minute flight from Naha Airport, 2-hour in taking ferry from Motobu, Okinawa.

The best place in the island is Yurigahama, which is the land at a low tide during a limited period between spring and autumn. It takes 3000yen in round trip each person to go to the island by boat.

Gate to Yurigahama, 1.5 km from there. August,2020
Yurigahama. August, 2020
Yurigahama. August 2020
Beach near Yoron Airport. August, 2020

ShuriSoba Okinawa Noodle in Naha

Shuri Soba Okinawa Noodle near Shuri castle is very popular not only for tourists but for locals. Even in July before Japanese summer vacation, many people visited this shop.

Okinawa noodle is the first choice. Most of visitors order “Jushi” rice with noodle.

Shuri Soba shop in July 2020
Noodle Large size in 600yen. 500 yen set of Slimmered “NItsuke” and “Onigiri” rice

大きな地図を表示

Shirokuma Shave ice in Kagoshima

Shirokuma shave ice with condensed milk is very popular in Kagoshima. Mujyaki in Tennmonkan area is the first choice. However several shops prepare for variety of Shirokuma ices.

Mujyaki in Tenmonkan. March 2020.
Mujyaki in July 2020
Mujyaki in March 2020.
Yanagawa ice shop in Tenmonkan
Sugaku Cafe in front of Kagoshima Municipal building

Japanese Tourists do not visit Shurijo Castle Park, Okinawa.

Most of visitor for Shuri castle are foreign tourists especially Chinese and Korean. By COVID-19 and bad relationship with Korea, almost visitors are Japanese or foreigners living in Japan. Tourists do not visit the park especially main buildings even though tourists can officially travel between prefectures since June 19, 2020. Probably they are not interested in burn-out castle in 2019.

Shuri Castle in June 2020
Shuri Castle in July 2020
Shuri castle park in June 2020
Stone street near Shuri castle park in July 2020
Shuri castle in July 2020