【浜松旅】家康ゆかりの浜松城と浜松餃子！そして世界に誇る光の会社、浜松ホトニクス【株旅】

【浜松旅】家康ゆかりの浜松城と浜松餃子！そして世界に誇る光の会社、浜松ホトニクス【株旅】

Today’s stock pick is Hamamatsu Photonics.
As a shareholder, I’m here to check it out on site. Let’s go. [music] I’ve arrived at Hamamatsu Station. At the north exit— “Ieyasu-kun” welcomes you here.
The weather’s a bit iffy today. And when you think of Hamamatsu, you think of Act Tower. First things first: let’s pray for good luck.
As the city’s main guardian shrine, this place has long watched over Hamamatsu—Gosha Shrine and Suwa Shrine.
I’ll ask the gods to help your stocks go up, too. This is the “Sōchinju,” the general guardian shrine of Hamamatsu.
It’s a powerful spot—so let’s wish for rising markets. It seems the two shrines were merged into the present form.
Gosha Shrine and Suwa Shrine share the same grounds, so you can visit both at once—two birds with one stone.
It’s a very convenient location. They say Tokugawa Ieyasu valued this place as well, treating it as the shrine guarding the “kimon” (northeast taboo direction) of Hamamatsu Castle—
an important role in geomancy terms. Here’s the temizuya (purification basin). We’ll purify our hands first, then head in. What really catches your eye are these giant
komainu (guardian lion-dogs). Over 2 meters tall—among the largest in Shizuoka. They stand watch over Hamamatsu as mighty guardians.
Here’s the “Un-gyō” (closed-mouth) one. [music] And the “A-gyō” (open-mouth) one
is just as imposing—very bullish energy! Gosha Shrine dates back to the Nara period— about 1,300 years ago.
Later, in the Edo period, Tokugawa Ieyasu worshiped it as the shrine guarding the unlucky direction of Hamamatsu Castle.
In the Meiji era it merged with Suwa Shrine, and now it serves as the overall guardian shrine of Hamamatsu.
You could say it’s the “blue-chip” of local shrines.
From here, Act Tower is visible again— always there like a VWAP line on a chart. All right, let’s walk on to Hamamatsu Castle. This was young Tokugawa Ieyasu’s base. Up ahead is the statue of Ieyasu from his younger days. He looks youthful,
but there’s a certain steel in his gaze. He didn’t always win—his greatest defeat happened nearby, at the Battle of Mikatagahara. Thinking back on that loss,
Ieyasu learned patience and risk control. The stone walls come into view as we climb. They’ve stood for centuries—solid and impressive. This place is also called the “Castle of Career Success,” where young Ieyasu spent 17 years. Those years in Hamamatsu helped pave the way
to unifying the country. If you come by car,
parking is free for the first 90 minutes. If you also enter the castle keep, you get an extra
60 minutes free. There’s even a Starbucks right at the foot of the hill. Let’s head toward the keep. Plenty of stairs—good workout. And here’s young Ieyasu again. The sky is clearing—
blue skies peeking through. He looks younger than the usual portraits. But one day this young man would rule the land. You could say he was a growth stock with huge potential. Quite the investment candidate, in hindsight. Hamamatsu Castle is also known for its stonework. Built with the “nozura-zumi” method, stacking natural stones as they are. It looks rough, but it’s stood firm for 400 years. In stock terms, it’s like a long-term defensive holding. Steady and reliable—not flashy, but it lasts. The main gate also has a satisfyingly solid feel. [music] [music] Let’s pay the 200-yen admission and go in. It’s compact inside, but you can still feel the Sengoku era. It gives you a sense of life in those turbulent times. Here, young Ieyasu learned lessons that led to unification. Hamamatsu Castle is also remembered for his greatest defeat— the Battle of Mikatagahara. Crushed by Takeda Shingen, he learned patience from the pain. Inside the keep, armor and weapons are on display. It makes you imagine the tension of the battlefield. Toyotomi Hideyoshi appears here as well. He began as Nobunaga’s sandal bearer—very humble origins. Legend says he warmed Nobunaga’s sandals inside his chest. From sandals to unifying the nation—a true growth-stock story. Like UNIQLO—born in rural Yamaguchi, now a global brand. You could call that sandal story the original “HeatTech.” Outside, statues of Ieyasu and Hideyoshi stand together. Two giants—rivals, yet linked by history. Nearby is Hamamatsu Tōshōgū Shrine. It enshrines Ieyasu as Tōshō Daigongen after his death. Why is Hideyoshi’s statue here, too? Because history overlaps here. Their paths crossed around this land. Let’s circle the grounds and look around. Stone walls, gates, the overall layout—they tell the castle’s story. From up top, the city view is modest, but Act Tower stands out as a landmark. All right—time to move on from the castle. We’ll head back toward the city. Here’s the site of Ieyasu’s former residence. A reminder of his deep connection to Hamamatsu. Now let’s switch to something more modern. Hamamatsu isn’t just history—it’s a manufacturing city, too. Music, mobility, optics—all grew here. Next stop: Yamaha headquarters. You can even see it from Hamamatsu Castle. A huge campus—almost like its own city block. Founded in 1887 by Torakusu Yamaha. He repaired an organ and then began making domestic reed organs. That was the start of Japan’s modern instrument industry. Yamaha HQ—the Yamaha of instruments we saw from the castle. Let’s head there now. It’s right by Enshū Railway’s Hachiman Station,
but since I’m walking from the castle, I’m approaching from the other side. The grounds are enormous. As expected from the world’s largest musical instrument maker. Yamaha was founded in 1887 when its founder, Torakusu Yamaha, repaired a broken organ and then began making Japan’s first domestic reed organs. From here, Japan’s music industry truly began. This is Hachiman Station. Yamaha’s headquarters is located just outside the station. Yamaha also has another role—as the parent of a spin-off. In 1955, the motorcycle division was split off to form… Yamaha Motor, ticker 7272.
Its first model, the “Red Dragonfly,” debuted by winning the Mt. Fuji Hill Climb. From then on, Yamaha also produced many people who left to start new companies. Many spin-offs were born. In 1927 came Kawai Musical Instruments, and in 1972, Roland. Both were founded by former Yamaha employees. That’s why Hamamatsu became a hub where Yamaha spawned Yamaha Motor, Kawai, and Roland. It’s a true epicenter of music and technology. Hamamatsu really deserves to be called “the city of music.”
Now, let’s also check out Kawai’s headquarters. From the south exit of Hamamatsu Station, about 10 minutes on foot. The street leading to the HQ is literally called “Kawai Street.” The exterior is honestly a bit plain, but from here, the global Kawai brand was born. Especially its pianos, which are praised worldwide alongside Yamaha, known for their soft tone. That’s Kawai’s signature. [music] Now, let’s head back to Hamamatsu Station and finally go to Hamamatsu Photonics headquarters. Back at Hamamatsu Station. This is the Shinkansen side, the south exit. Now, let’s head to Hamamatsu Photonics HQ. Though called the headquarters, it’s really just the administrative offices.
Located in the Nippon Life Building, floors 5–7. That’s where it is. From the outside it looks like a regular office building, but inside it’s world-class. Hamamatsu Photonics makes PET scanners for medical imaging, as well as X-ray baggage scanners at airports, and even supplies light sensors to CERN in Switzerland and NASA’s spacecraft. They’re not just global—they’re operating on a cosmic scale. [music] In the Hamakita area, away from downtown, they have massive factories. I filmed from the car this time—the site is so huge that you wonder, “Am I still passing the same factory?” Here at Hamakita, everything from R&D to production is handled in one flow, sending out the latest light sensors to the world. This light-capturing technology is honestly hard for a liberal-arts guy like me to grasp. But as a shareholder, knowing it’s essential worldwide is the best reassurance. From medicine to space, Hamamatsu Photonics supports it all. A true global company showcasing Hamamatsu’s power. And these factory grounds are just enormous. [music] [music] Getting hungry—so, when in Hamamatsu, it’s got to be gyoza.
I headed to Mutsugiku near HQ, but sadly, it was closed today. [music] There were other gyoza shops and even eel restaurants, but for now… I decided to go to Ishimatsu Gyoza, which had a line earlier. Here we are—when it comes to Hamamatsu gyoza, the famous Ishimatsu Gyoza is always packed at the station shop. I lined up too and finally got inside.
As expected, a popular spot—orders take a while, but that means they cook each batch fresh. Here are the signature Hamamatsu gyoza. Crispy skin, juicy sweet vegetables inside. Plenty of savory meat too—perfect with beer. I ordered the “Yaki-Yaki” set—
5 veggie dumplings and 5 meat dumplings, plus a beer. This is the true taste of Hamamatsu gyoza. That was delicious—thanks for the meal. After that, I wandered a bit around Hamamatsu at night. [music] There were more people out than the footage suggests. Later, I met up with a friend,
and that wrapped up Day 1 in Hamamatsu. Now, here’s the actual stock purchase screen. Today is Monday, September 8th. Hamamatsu Photonics has finally started to rebound, so I’m buying in. Here we go. I’m going to buy at the market. Purchased at 1,572 yen.

📍 静岡県浜松市を「株旅」スタイルでじっくり散策！
★今回は、歴史・グルメ・世界的企業・楽器文化が交差する街・浜松を歩きながらご紹介します。

📍今回の旅ルート
00:20 【浜松駅からスタート】
00:50 【五社神社・諏訪神社へGO！】皆様の株が上がるように神頼みしてきました
04:20 【浜松城へGO！】若き日の家康像など家康が過ごした17年間
11:37 【東照宮】家康と秀吉像が並ぶ、家康を祀った神社
13:13 【ヤマハ本社へGO！】楽器と発動機の総本山
16:01 【河合楽器本社へGO！】ヤマハから派生
17:02 【浜松ホトニクスへGO！】今回の株旅のメイン企業！
18:27 【浜松ホトニクス工場群へGO！】浜北の広大な敷地の工場群！
20:50 【浜松餃子】駅ナカにある「石松」さんでビールと餃子
22:31 【浜松駅周辺の夜を散歩】友人と焼き鳥
23:08 【株の購入場面】果たして株を買ったところから利益は出ているのか!?

★今回の動画は浜松編第一弾！です♪

🎹浜松は「楽器の街」としても知られています。
ヤマハ本社は浜松城からも見えるほどの存在感。そこから世界ブランド カワイ楽器 も誕生し、ピアノを中心に世界中へ音楽を届けています。
浜松はまさに、ヤマハ・カワイ・ローランドなど、日本を代表する楽器メーカーの故郷です。

🌏 今回のメイン企業、浜松が世界に誇る光学技術企業 【浜松ホトニクス 】の本社と浜北にある工場群へ。
・PET検査機（がん検査）
・空港のX線検査機
・CERN（スイスのセルン）
・NASAの研究開発にも欠かせない「光の目」を生み出す世界No.1シェアの会社です。
・浜北の広大な工場群も併せて撮影し、浜松から世界、そして宇宙へ広がる最先端技術の力をお伝えします。

🥟 旅の締めくくりは、もちろん 浜松餃子！
◆今回は駅ナカの人気店 石松餃子 に並んで入店。名物の円形餃子とモヤシの組み合わせを味わいます。
◆浜松は餃子の街としても全国的に有名で、宇都宮と並んで「日本二大餃子都市」と呼ばれています。

💡 この動画では、
・浜松駅から徒歩で五社神社・諏訪神社へ
・徳川家康の歴史舞台「浜松城」
・世界に響くピアノブランド「ヤマハ」「カワイ」名物グルメ「浜松餃子」
・世界シェアNo.1の光学メーカー「浜松ホトニクス」を
ユーモアを交えながら 投資目線＋旅のワクワク感 で解説しています。
ぜひ最後までご覧いただき、「浜松の奥深さ」を体感してください！

よかったら、いいねとチャンネル登録お願いします！

🎙️ 株主目線のポイント（浜松ホトニクス編）
浜松ホトニクス（6965） の株価指標をざっくり整理します。

📊 株価指標（2025年時点）
・PBR（株価純資産倍率）：やや高め。これは資産よりも将来性にプレミアムが乗っているということ。
・PER（株価収益倍率）：研究開発型企業なので変動が大きいですが、市場は「成長への期待」をしっかり織り込んでいます。
・配当利回り：控えめ。ただしホトニクスは利益を配当に回すより研究投資に振り向けるタイプの企業。だから“高配当狙い”より“成長株枠”で見るのが正しいと思います。

🌏 今後の成長ポテンシャル
PET検査・宇宙開発・量子研究と、世界の先端分野に欠かせない光技術で、ニッチながら世界シェアNo.1を維持。
株主的に言えば「派手さはないけど、なくてはならない銘柄」です。

🚉 浜松市の観光・インバウンド需要
浜松は「徳川家康の浜松城」「楽器の街ヤマハ・カワイ」「うなぎ・餃子」と観光資源も豊富。
最近はインバウンドの外国人観光客も楽器博物館や浜松まつりを目的に訪れていて、企業だけでなく“街ごとブランディング”が進んでいます。

つまり浜松ホトニクスを訪ねる旅は、単なる企業視察ではなく、
“世界企業×歴史の街×食の魅力” をまとめて味わえる投資的にも観光的にも面白いルートなんです。
★株主的には――
『高配当狙いではなく、未来にかける“光セクターETF”みたいな存在』
と捉えておくのがいいのではないでしょうか。」

🎥 関連動画（ショート版）はこちら
👉

🌐 SNSでも最新情報を発信中！
X（旧Twitter）▶ https://twitter.com/kabutabi999
TikTok ▶ https://www.tiktok.com/@kabutabi999
Instagram ▶ https://www.instagram.com/kabutabi999

★本動画は株主の立場から、企業様の応援を込めて制作しています。

【注意事項】
※本動画は特定の銘柄や株式の購入を推奨するものではなく、情報提供およびエンターテインメントを目的としています。配当利回り、PBRなどの企業情報は編集時点のデータに基づいており、最新の数値とは異なる場合があります。投資判断はご自身の責任で行ってください。

#浜松 #浜松城 #浜松餃子 #静岡旅 #浜松観光 #五社神社 #株旅 #歴史旅 #グルメ旅 #株旅 #浜松ホトニクス #ヤマハ #浜松駅 #成長株 #株初心者