Three recommended stocks related to the fierce upward trend of 'oshi-katsu'! Accelerated consumption on social media, overseas investors are also focusing on high profitability and recession resistance!
ITop pickBuy goods, contents, and related places related to favorite anime characters, idols, and works, or go on a pilgrimage to these 'sacred sites'.Expansion of 'fan activity' consumptionIt is happening. Once known as "otaku activities," a culture that is now widely supported for the positive connotation of the word "oshi." It is spreading as an important action to express identity. The environment where information exchange thrives through SNS and the internet is also accelerating consumption.Managed by BlackRock. The management fee is about 0.15%. The distribution payment standard date is the first of every month.
For oshi-related businesses, consumers are willing to pay high prices as long as they perceive value regardless of the original cost. The high profitability of oshi-related businesses leads to soaring prices with no upper limit. Hey,Even in the face of cost-cutting in life, a recession-resistant feature that is often prioritized.According to the "Oshinomics Report" by Hakuhodo, the related market size in the fiscal year 23 amounts to approximately 800 billion yen domestically. It firmly captures the demand for a wide range of entertainment fields such as gaming, movies, music, anime distribution, and efficiently utilizes funds to generate profits by picking related stocks with high ROE (Return on Equity) that are well known globally and raise funds from overseas investors.
For oshi-related businesses, consumers are willing to pay high prices as long as they perceive value regardless of the original cost. The high profitability of oshi-related businesses leads to soaring prices with no upper limit. Hey,Even in the face of cost-cutting in life, a recession-resistant feature that is often prioritized.According to the "Oshinomics Report" by Hakuhodo, the related market size in the fiscal year 23 amounts to approximately 800 billion yen domestically. It firmly captures the demand for a wide range of entertainment fields such as gaming, movies, music, anime distribution, and efficiently utilizes funds to generate profits by picking related stocks with high ROE (Return on Equity) that are well known globally and raise funds from overseas investors.
What is a "Perfect Order"? It refers to a chart shape where all lines from short-term, medium-term, to long-term are upward, indicating a strong uptrend.On the daily chart, it shows a strong ascending trend. $Sanrio (8136.JP)$and $Happinet (7552.JP)$、 $Genda (9166.JP)$It almost applies. Enhancing the sense of presence with large projectors, etc.Perfectly fulfilling the "bias activity rooms" as well.Also ventured into offering $Round One (4680.JP)$has become a perfect order as well.
◆ $Sanrio (8136.JP)$
Planning and selling character merchandise such as Hello Kitty, licensing business, and theme park expansion. The market capitalization exceeded 1 trillion yen this year.5 years ago, the company focused on selling merchandise such as idol photo holders. This February, it enhanced its community functions.has exceeded 1 trillion yen this year.推し活アプリAlso released "oshikyun".The licensing business is expanding in North America and China.The proportion of inbound sales in the domestic retail market has exceeded pre-COVID levels, reaching an all-time high. By reducing the share of Hello Kitty in overseas sales, it has transformed into a more resilient structure compared to pre-COVID times. The consolidated revenue for the fiscal year ending March 2025 is expected to increase by 19.3% to 119.3 billion yen compared to the previous period, with a net profit increase of 63.2% to 28.7 billion yen. Dividend increases and additional benefits for long-term shareholders are also expected.19.3% increase63.2% increase119.3 billion yen in net profitDividend increases and additional benefits for long-term shareholders.
▼Operating margin has experienced a V-shaped recovery from the impact of the coronavirus, reaching 27% in the previous period!
Planning and selling character merchandise such as Hello Kitty, licensing business, and theme park expansion. The market capitalization exceeded 1 trillion yen this year.5 years ago, the company focused on selling merchandise such as idol photo holders. This February, it enhanced its community functions.has exceeded 1 trillion yen this year.推し活アプリAlso released "oshikyun".The licensing business is expanding in North America and China.The proportion of inbound sales in the domestic retail market has exceeded pre-COVID levels, reaching an all-time high. By reducing the share of Hello Kitty in overseas sales, it has transformed into a more resilient structure compared to pre-COVID times. The consolidated revenue for the fiscal year ending March 2025 is expected to increase by 19.3% to 119.3 billion yen compared to the previous period, with a net profit increase of 63.2% to 28.7 billion yen. Dividend increases and additional benefits for long-term shareholders are also expected.19.3% increase63.2% increase119.3 billion yen in net profitDividend increases and additional benefits for long-term shareholders.
▼Operating margin has experienced a V-shaped recovery from the impact of the coronavirus, reaching 27% in the previous period!
◆ $Happinet (7552.JP)$
Toy wholesaler. Also involved in products for amusement facilities and video games. Bandai Namco Group. Profitable trading card sales exceed expectations. Especially, Pokemon and ONEPIECE trading cards are performing well.PokemonYa.ONEPIECETrading card games are created for purposes like collecting and exchanging, with cards printed with character illustrations. Fans can make use of their bias.Selling merchandise such as "pain bags" (bags decorated with can badges and stuffed animals of one's favorite character) and penlights for live events where you can attach photos of your favorite character. Capsule toys are also performing well for inbound tourists. Consolidated revenue for the fiscal year ending in March 2025 decreased by 5.8% compared to the previous period to 330 billion yen, while net profit decreased by 24% to 5 billion yen. Interest-bearing debt is zero. 推し活バッグ, also known as "pain bags" (Happinet HP)5.8% decrease330 billion yen in revenue for the fiscal year ending in March 2025, with a net profit decrease of 24% to 5 billion yen.24% decrease5 billion yen. Interest-bearing debt is zero.
Toy wholesaler. Also involved in products for amusement facilities and video games. Bandai Namco Group. Profitable trading card sales exceed expectations. Especially, Pokemon and ONEPIECE trading cards are performing well.PokemonYa.ONEPIECETrading card games are created for purposes like collecting and exchanging, with cards printed with character illustrations. Fans can make use of their bias.Selling merchandise such as "pain bags" (bags decorated with can badges and stuffed animals of one's favorite character) and penlights for live events where you can attach photos of your favorite character. Capsule toys are also performing well for inbound tourists. Consolidated revenue for the fiscal year ending in March 2025 decreased by 5.8% compared to the previous period to 330 billion yen, while net profit decreased by 24% to 5 billion yen. Interest-bearing debt is zero. 推し活バッグ, also known as "pain bags" (Happinet HP)5.8% decrease330 billion yen in revenue for the fiscal year ending in March 2025, with a net profit decrease of 24% to 5 billion yen.24% decrease5 billion yen. Interest-bearing debt is zero.
◆ $Genda (9166.JP)$
Listed on the Tokyo Stock Exchange Growth Board in July 23rd.Acquired Sega Entertainment, a gaming center, during the COVID-19 pandemic, and rebranded the stores from "SEGA" to "GiGO". Strengthened characters through creator discovery. Crane games became popular with unique character prizes.Opened a dedicated fan-focused shop, "fanfancy+with GiGO", in Taiwan and other locations. Achieving rapid growth by stacking up mergers and acquisitions of entertainment platforms such as IP content, karaoke, and food and beverage.GiGO (GIGO) brand.Unique character prizes popularized crane games. Geared toward pushing activities, the company opened the "fanfancy+with GiGO" shop in Taiwan and other locations. Quickly developing and growing through a series of mergers and acquisitions in entertainment platforms such as IP content, karaoke, and food and beverages.Specialized shop for supporting activities.In addition to Taiwan, opened the specialized shop "fanfancy+with GiGO" in various locations. Pursuing rapid growth by continuously layering mergers and acquisitions of entertainment platforms such as IP content, karaoke, and food and beverage.President and CEO, Shin Mayはゴールドマン・サックス出身で人気のファッションモデルでもあったことから、メディアを通じての発信に長けており、知名度も高い。今期はカラオケ機器の音通、若者に人気のパーティードリンク「クライナーファイグリング」のシトラム社などを買収。今夏はM＆A待機資金として海外機関投資家への新株発行で約10 billion円を調達した。成長性の高さを見込み、新株への強い需要があったようだ。25年1月期連結売上高は前期比97.5％増の110 billion円、純利益は2.9％増Expecting 4.3 billion yen. (Including 7 new companies)
Listed on the Tokyo Stock Exchange Growth Board in July 23rd.Acquired Sega Entertainment, a gaming center, during the COVID-19 pandemic, and rebranded the stores from "SEGA" to "GiGO". Strengthened characters through creator discovery. Crane games became popular with unique character prizes.Opened a dedicated fan-focused shop, "fanfancy+with GiGO", in Taiwan and other locations. Achieving rapid growth by stacking up mergers and acquisitions of entertainment platforms such as IP content, karaoke, and food and beverage.GiGO (GIGO) brand.Unique character prizes popularized crane games. Geared toward pushing activities, the company opened the "fanfancy+with GiGO" shop in Taiwan and other locations. Quickly developing and growing through a series of mergers and acquisitions in entertainment platforms such as IP content, karaoke, and food and beverages.Specialized shop for supporting activities.In addition to Taiwan, opened the specialized shop "fanfancy+with GiGO" in various locations. Pursuing rapid growth by continuously layering mergers and acquisitions of entertainment platforms such as IP content, karaoke, and food and beverage.President and CEO, Shin Mayはゴールドマン・サックス出身で人気のファッションモデルでもあったことから、メディアを通じての発信に長けており、知名度も高い。今期はカラオケ機器の音通、若者に人気のパーティードリンク「クライナーファイグリング」のシトラム社などを買収。今夏はM＆A待機資金として海外機関投資家への新株発行で約10 billion円を調達した。成長性の高さを見込み、新株への強い需要があったようだ。25年1月期連結売上高は前期比97.5％増の110 billion円、純利益は2.9％増Expecting 4.3 billion yen. (Including 7 new companies)
▼Significant increase in EPS (earnings per share) is expected due to rapid growth through M&A.(From vroom)
★Correction completed? 2 stocks on the rise
◆ $PAL Group Holdings (2726.JP)$
Developing about 50 brands in young women's clothing like 'Chao Panic'. Offering 330 yen miscellaneous goods.'3COINS' is performing wellEnhance the fashionability compared to existing 100 yen shops and sell miscellaneous goods in line with trends. Items such as card holders for fans, fan covers, pouches, and files for supporting activities were hits.Strong in EC (online sales),It is a feature thatThe EC sales ratio for the fiscal year ending February 2024 is 25.1%and even compared to the approximately 15% of Fast Retailing, EC sales are strong. Furthermore, having sales staff with many SNS followers is also a strength, and actively wearing and introducing products on SNS contributes to sales growth. Consolidated sales for the fiscal year ending February 2025 increased by 5.7% compared to the previous period to 203.5 billion yen, with net profit increasing by 0.7%5.7% increase203.5 billion yen, with a net profit increase of 0.7%0.7% increaseExpecting 12.9 billion yen in revenue. The stock price has changed to a V-shaped recovery trend amid a yen's appreciation since mid-July.
◆ $PAL Group Holdings (2726.JP)$
Developing about 50 brands in young women's clothing like 'Chao Panic'. Offering 330 yen miscellaneous goods.'3COINS' is performing wellEnhance the fashionability compared to existing 100 yen shops and sell miscellaneous goods in line with trends. Items such as card holders for fans, fan covers, pouches, and files for supporting activities were hits.Strong in EC (online sales),It is a feature thatThe EC sales ratio for the fiscal year ending February 2024 is 25.1%and even compared to the approximately 15% of Fast Retailing, EC sales are strong. Furthermore, having sales staff with many SNS followers is also a strength, and actively wearing and introducing products on SNS contributes to sales growth. Consolidated sales for the fiscal year ending February 2025 increased by 5.7% compared to the previous period to 203.5 billion yen, with net profit increasing by 0.7%5.7% increase203.5 billion yen, with a net profit increase of 0.7%0.7% increaseExpecting 12.9 billion yen in revenue. The stock price has changed to a V-shaped recovery trend amid a yen's appreciation since mid-July.
◆ $TRANSACTION (7818.JP)$
Engaged in planning and selling miscellaneous goods. Sales of goods for live events such as gaming, anime, sports, and music are doing well.Absorbing the high material costs with improved domestic in-house production rate and price increases, aiming to mitigate cost pressures.Expanding the product lineup with the ability to perform full-color printing on merchandise favored by the sales of recommended products.A specialized EC site for recommended goods.Also expanding into small-lot single-machine compatible to attract customer needs.Consecutive record high net profit.update. Compared to the previous period, the consolidated revenue for August 2024 is increased by 9.6%to 25.1 billion yen, expecting a net profit of 5.9％増3.5 billion yen.Expected to increase dividends for the 13th consecutive period since listing.The stock price is currently rebounding from the low on July 12.
Engaged in planning and selling miscellaneous goods. Sales of goods for live events such as gaming, anime, sports, and music are doing well.Absorbing the high material costs with improved domestic in-house production rate and price increases, aiming to mitigate cost pressures.Expanding the product lineup with the ability to perform full-color printing on merchandise favored by the sales of recommended products.A specialized EC site for recommended goods.Also expanding into small-lot single-machine compatible to attract customer needs.Consecutive record high net profit.update. Compared to the previous period, the consolidated revenue for August 2024 is increased by 9.6%to 25.1 billion yen, expecting a net profit of 5.9％増3.5 billion yen.Expected to increase dividends for the 13th consecutive period since listing.The stock price is currently rebounding from the low on July 12.
moomoo news of individual stocks Kei
Source: IR materials from various companies, Nikkei, vroom, Shikiho, moomoo
Source: IR materials from various companies, Nikkei, vroom, Shikiho, moomoo
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