Quarterly Report 2024 Summer Issue Bulletin ‼️
【📝 Comment on the latest issue of the Quarterly Report 📝】
Here is a summary of the key points of the 2024 summer issue.
By all means, I want many investors to take a look ()
⚫ ︎ Expected operating profit for 2024 (fiscal year ending 2024/4 to fiscal year ending 2025/3, target 3635 companies)
・All industries: 7.1% increase in profit forecast
・Manufacturing industry: 9.1% increase in profit forecast
・Non-manufacturing industry: 4.4% increase in profit forecast
⚫ ︎ Current fiscal year operating profit forecast by industry
・Chemical: Expected significant increase in profit of 36.7% from the previous fiscal year
・Automotive-related and semiconductor-related electronic materials are doing well
・Resonac, Asahi Kasei, and Nitto Denko are doing well
・Semiconductor-related: Machinery and electrical equipment also have a high profit growth rate
・Tokyo Electron, Disco, and Roze grow
・The service industry and retail industry have a high profit growth rate
・Improvements from the COVID-19 pandemic and the expansion of visitors to Japan have an impact
・Growth in DX support, EC, etc.
⚫ ︎ Industries that anticipate a decrease in profit
・Electricity/gas industry
・Reduced fuel and delays in price reflection
・Steel, petroleum and coal products, mining
・Expected decline in profit due to high market conditions
⚫ ︎ Points of interest
・Increase in companies increasing dividends
・More than 1100 companies have been affected by dividend increases
・Increase in the number of companies that set dividend payout ratios in medium-term plans, etc., and increase dividends even when profit is expected to decline
・Increase in companies that specify total return ratios and DOE (dividend on shareholders' equity), including share acquisitions
⚫ ︎ Background
・Attention to stocks with long-term dividend increases due to the launch of the new NISA
・Strong awareness of PBR and market capitalization due to the Tokyo Stock Exchange reform
⚫ ︎ Exchange rate assumptions
・Both current and next fiscal years will be around 150 yen per dollar and 160 yen per euro
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