[Example] July Shareholder Benefits: Retail Investor Pengu's Selected 5 Stocks | Recommendations for Shareholder Benefits | Moneyクリ Monex Securities Investment Information and Money Management Media

A popular blogger "Pengu" who holds over 100 stocks, mainly focusing on incentives for food and daily necessities. It is said that he mainly invests in shareholder incentive stocks, small-cap growth stocks, and U.S. stocks. From the stocks that Pengu actually holds, he introduced his favorite shareholder incentives for June, which is the vesting month.

Introducing popular blogger Pengu's "recommended" shareholder benefits stocks with photos.

The estimated purchase amount for shareholder benefits is calculated based on the minimum number of shares required to obtain the shareholder benefits for each stock, using the closing price as of May 29, 2025 (various expenses such as fees and consumption tax are not included). | Stock | Stock Code | Stock Price (as of May 29, 2025 closing) | Minimum Investment Amount for Shareholder Benefits | Minimum Investment Amount for Shareholder Benefits | Minimum Investment Amount for Shareholder Benefits | | --- | --- | --- | --- | --- | --- | | Morozov | (2217) | 1,688 yen | 100 shares | 168,800 yen | (1) 20% discount coupon (1 booklet of 20 sheets) or (2) in-house products ・(2) Equivalent to 1,000 yen for 100 shares or more ・(1) 5 books or (2) equivalent to 2,000 yen for 500 shares or more ・(1) 10 copies or (2) equivalent to 3,000 yen, more than 3,000 shares *Gifted only to shareholders who have held for more than 6 months *If you hold for more than 3 years, additional shareholder benefits are available. | | Tea Life | (3172) | 1,161 yen | 100 shares | 116,100 yen | Shareholder benefits voucher Equivalent to 1,000 yen, more than 100 shares Equivalent to 2,000 yen for more than 500 shares Equivalent to 3,000 yen | 1,000 shares or more | | Inaba Seisakusho | (3421) | 1,709 yen | 100 shares | 170,900 yen | Choose from original book cards or local specialty products Original bookstore gift card worth 1,000 yen for 100 shares or more. Select one item from 3,000 yen worth of local specialty products or our original gift card for 300 shares or more. ※In January, a 1,000 yen equivalent original bookstore card for more than 1,000 shares | | NATTY SWANKY HOLDINGS | (7674) | ¥3,295 | 100 shares | ¥329,500 | ¥10,000 meal voucher (electronic ticket) 100 shares or more *Not available for delivery | | Asakuma | (7678) | ¥4,200 | 100 shares | ¥420,000 | 100 shares or more 50,000 yen worth of meal vouchers for 100 people 30,000 yen worth of "Asakuma Osechi (Matsu)" for 100 people. 20,000 yen worth of "Asakuma Osechi (Take)" for 100 people. 1 pound share steak meal voucher worth 14,500 yen for 200 people 10,000 yen worth of meal vouchers for 200 people 5,000 yen worth of meal vouchers for 600 people *Shareholders who do not win the lottery will receive a meal voucher worth 3,000 yen. *In January, a meal voucher worth 4,000 yen (1,000 yen x 4 pieces) for 100 shares or more |

The estimated purchase amount for shareholder benefits is calculated based on the minimum number of shares required to obtain shareholder benefits for each stock, using the closing price as of May 29, 2025 (excluding various expenses such as fees and consumption tax).

Here are my impressions and recommended points about the shareholder benefits I actually received.

Ticker 1: Morozoff (2217)

■Overview of Shareholder Benefits (Excerpt): Company products and 20% discount vouchers

■Recommended points from Pengu: It's a nice point that the benefits upgrade with a long-term Holdings of over 3 years. When the luxurious premium chocolate arrives, my spirits are lifted. It's one of the essential stocks for our family that everyone looks forward to every year.

■Holdings period and future holdings plan: I have been holding for about 5 years. I plan to hold as long as the shareholder benefits are not changed or abolished.

■vesting month: July

■Timing for receiving benefits: The shareholder benefit notice will arrive around late September. (If chocolate was selected last time, it arrived around late November.)

T-Life (3172)

■Overview of Shareholder Benefits (Excerpt): Shareholder Benefit Coupons

■Recommended Points from Pengu: The shareholder benefit coupons can be used on the Tea Life online store, and shipping is free. In particular, the rooibos tea teabags have a good flavor, are delicious, and easy to drink, making them my favorite. They are very useful for everyday use.

■Holdings period and future holdings plan: I have been holding for about 5 years. I plan to hold unless there is a significant deterioration in performance.

■vesting month: July

■Timing for receiving benefits: The shareholder benefit notification will be sent around early November.

Ticker 3: Inaba Manufacturing Co., Ltd. (3421)

■Overview of Shareholder Benefits (Excerpt): Local specialty products or original book vouchers

■Pengu's recommended points: The special products that can be received with over 300 shares vary each year, so I look forward to what will arrive. In 2024, I received Nagoya Cochin's chicken wings, which included two flavors: soy sauce and Haccho miso, allowing me to enjoy the difference in taste. The appeal of this benefit is being able to savor local gourmet deliciousness at home.

■Holdings period and future holdings plan: I have been holding for about 6 years. I plan to hold unless there is a significant deterioration in performance.

■vesting month: July, January

■Timing of benefits arrival: The shareholder benefit notification will arrive around early September.

Asset 4: NATTY SWANKY Holdings (7674)

■Overview of Shareholder Benefits (Excerpt): Meal voucher worth 10,000 yen (electronic ticket)

■Pengu's Recommended Points: Starting in 2024, shareholder benefit vouchers will be digitized, greatly improving convenience. They can be used for dining and takeout at "Nikujiru Gyoza no Dandadan" stores.

■Holdings period and future holdings plan: I have held it for about 3 and a half years. I intend to hold it unless there is a significant decline in performance.

■vesting month: January・July

■Timing for benefits delivery: Shareholder benefits (e-tickets) for the vesting month of January will be delivered around late April. Shareholder benefits (e-tickets) for the vesting month of July will be delivered around late October. ( The frozen dumplings were delivered within one week after returning the meal voucher ).

Ticker 5: Asakuma (7678)

■ Overview of Shareholder Benefits (Excerpt): Meal vouchers, etc.

■Recommended Points from Pengu: Asakuma's July benefits feature a unique and fun content where you can win luxurious items such as a 50,000 yen meal voucher and "Asakuma Osechi" through a lottery. Additionally, those who do not win in the lottery will still receive a 3,000 yen meal voucher. Every year, it's an exciting benefit to see what you will win.

■Holdings period and future holdings plan: I have held for about 1 year. I plan to hold unless there is a significant deterioration in performance.

■vesting month: January・July

■Timing of Benefits: Shareholder benefits for the vesting month of January will arrive around late April. Shareholder benefits for the vesting month of July will arrive around late October.

• Shareholder benefits may be abolished or changed at the discretion of each company. Please be sure to check the details on the respective company's website.

• The last trading day with rights varies depending on the vesting date.

*This content is based on personal experience and does not represent our opinion.

*Please make your own decisions and take responsibility for any final investment decisions.