Will the rising trend accelerate due to price increases?! Six stocks expected to have a strong first half and a two-stage high second half! There are also stocks with over 60% upside potential.
October marks the beginning of the second half, with timing for changes in selling prices and regulations. Some of these changes may potentially boost the performance of listed companies.Among the companies likely to benefit from price increases and system changes starting in October, there are 4 gainianbankuai and 6 individual stocks expected to rise sharply due to their current stock prices and strong performance.will be picked up.
【2 Individual Stocks Expected to Boost Performance with Price Increases】
◆ $Takara Holdings (2531.JP)$
Listed on the HP Inc., with its subsidiary Takara Shuzo being the largest producer of sake, shochu, and mirin. The strong overseas operation surpasses the domestic market. Takara Bio, engaged in the manufacturing and sales of reagents and equipment, is also part of the group.Starting from the shipments on October 1st, prices of alcoholic beverages will be raised by up to 23%, and processed / industrial condiments will be raised by up to 33%.Done.
For the first quarter of the fiscal year ending March 2025 (April-June), the revenue increased by 4.2% from the same period last year to 84.956 billion yen, operating profit decreased by 42.8% to 4.064 billion yen. Net profit, which included special profit of about 2.5 billion yen from the sale of investment securities and fixed assets, increased by 4.1% to 5.17 billion yen. The full-year outlook estimates revenue to increase by 6.7% from the previous year to 362 billion yen, operating profit to increase by 15.5% to 25.7 billion yen, and net profit to increase by 6.3% to 17.2 billion yen.
The closing price on the 3rd wasRises by 13% compared to the end of June. There is a 22% upside compared to Morningstar's fair stock price rating.
Listed on the HP Inc., with its subsidiary Takara Shuzo being the largest producer of sake, shochu, and mirin. The strong overseas operation surpasses the domestic market. Takara Bio, engaged in the manufacturing and sales of reagents and equipment, is also part of the group.Starting from the shipments on October 1st, prices of alcoholic beverages will be raised by up to 23%, and processed / industrial condiments will be raised by up to 33%.Done.
For the first quarter of the fiscal year ending March 2025 (April-June), the revenue increased by 4.2% from the same period last year to 84.956 billion yen, operating profit decreased by 42.8% to 4.064 billion yen. Net profit, which included special profit of about 2.5 billion yen from the sale of investment securities and fixed assets, increased by 4.1% to 5.17 billion yen. The full-year outlook estimates revenue to increase by 6.7% from the previous year to 362 billion yen, operating profit to increase by 15.5% to 25.7 billion yen, and net profit to increase by 6.3% to 17.2 billion yen.
The closing price on the 3rd wasRises by 13% compared to the end of June. There is a 22% upside compared to Morningstar's fair stock price rating.
◆ $Marudai Food (2288.JP)$
Listed on the Tokyo Stock Exchange main board. A major player in ham and sausage. Also expanding into branded beef and pork meat business.Both household and commercial products will have price increases of 10-25% from October 1st.Done.
For the first quarter of the fiscal year ending in March 2025 (April-June), revenue increased by 3.7% year-on-year to 58.33 billion yen, operating profit increased by 71.1% to 1.667 billion yen, and net profit, including special profits from the disposal of fixed assets and the sale of investment securities, increased by 2.276 billion yen, a 228.2% increase to 3.204 billion yen. The full-year outlook includes revenue increasing by 2.7% year-on-year to 235 billion yen, operating profit increasing by 28.3% to 4 billion yen, and net profit turning positive at 4 billion yen. Net profit, excluding special profits from the first quarter, isThe progress rate of the first quarter is approximately 54%.has been reached.
The closing price on the 3rd increased by 3% compared to the end of June.The PBR is 0.717 times, significantly below 1.It is well below 1 times.41% upside potential compared to Morningstar's fair share price..
Listed on the Tokyo Stock Exchange main board. A major player in ham and sausage. Also expanding into branded beef and pork meat business.Both household and commercial products will have price increases of 10-25% from October 1st.Done.
For the first quarter of the fiscal year ending in March 2025 (April-June), revenue increased by 3.7% year-on-year to 58.33 billion yen, operating profit increased by 71.1% to 1.667 billion yen, and net profit, including special profits from the disposal of fixed assets and the sale of investment securities, increased by 2.276 billion yen, a 228.2% increase to 3.204 billion yen. The full-year outlook includes revenue increasing by 2.7% year-on-year to 235 billion yen, operating profit increasing by 28.3% to 4 billion yen, and net profit turning positive at 4 billion yen. Net profit, excluding special profits from the first quarter, isThe progress rate of the first quarter is approximately 54%.has been reached.
The closing price on the 3rd increased by 3% compared to the end of June.The PBR is 0.717 times, significantly below 1.It is well below 1 times.41% upside potential compared to Morningstar's fair share price..
Three themes and four stocks expected to benefit from changes in the country's legal system
With the revision of medical fees starting in October, when a prescription for originator drugs (long-listed products) with generic drugs is desired, a special fee will be added on top of the usual 1-3% patient co-payment. This special fee is equivalent to one-fourth of the price difference between originator and generic drugs.Increase in patients opting for generic drugs to avoid paying the special feeIt is anticipated that the stock prices and macroeconomy will be significantly affected by the economic policies of the next prime minister.
In July, the Minister of Health, Labour and Welfare issued a 'ministerial request' to the generic pharmaceutical industry to encourage industry consolidation for quality and stable supply improvements.Industry reorganization to promote scale expansion for quality and stable supply improvementsConducting operations. In the request,The concentration reform period is expected to last around 5 years, with an ideal number of appropriate supply companies for each component being around 5 companies,It contains detailed content, such as explicitly stating, andIndustry consolidation is inevitablesituation.
<Related Companies: Manufacturer and distributor of generic pharmaceuticals>
◆ $TOWA Pharmaceutical (4553.JP)$
Listed on the Tokyo Stock Exchange Prime Board. A major player in the generic pharmaceutical industry.
For the first quarter of the fiscal year ending in March 2025 (April to June), sales increased by 14.7% year-on-year to 62.566 billion yen, operating profit increased by 38.5% to 5.672 billion yen, and net profit increased by 15.7% to 5.495 billion yen. The full-year forecast has been revised upward due to expectations of a decrease in the cost ratio, with sales expected to increase by 14.3% to 122.8 billion yen compared to the previous year, operating profit expected to increase by 11.1% to 19.6 billion yen, and net profit expected to decrease by 22.1% to 12.6 billion yen.The progress rate of net profit in the first quarter is 43.6%, partially due to delays in research and development expenditures.has been reached.
The closing price on the 3rd rose by 4.8% compared to the end of June.The PBR is 0.972 times, which has not reached 1x. There is a 17% potential for an increase compared to the average target price of four analysts.Below 1x, there is a 17% upside potential compared to the average target price of four analysts.
◆ $TOWA Pharmaceutical (4553.JP)$
Listed on the Tokyo Stock Exchange Prime Board. A major player in the generic pharmaceutical industry.
For the first quarter of the fiscal year ending in March 2025 (April to June), sales increased by 14.7% year-on-year to 62.566 billion yen, operating profit increased by 38.5% to 5.672 billion yen, and net profit increased by 15.7% to 5.495 billion yen. The full-year forecast has been revised upward due to expectations of a decrease in the cost ratio, with sales expected to increase by 14.3% to 122.8 billion yen compared to the previous year, operating profit expected to increase by 11.1% to 19.6 billion yen, and net profit expected to decrease by 22.1% to 12.6 billion yen.The progress rate of net profit in the first quarter is 43.6%, partially due to delays in research and development expenditures.has been reached.
The closing price on the 3rd rose by 4.8% compared to the end of June.The PBR is 0.972 times, which has not reached 1x. There is a 17% potential for an increase compared to the average target price of four analysts.Below 1x, there is a 17% upside potential compared to the average target price of four analysts.
With the amendment of the Employment Insurance Act, funding for educational training for so-called reskilling is expanded. This funding provides partial reimbursement of training costs upon completion of the educational training specified by the Minister of Health, Labour and Welfare.Potential increase in participants for educational training due to the expansion of government subsidies..
For specific general education training, 40% of expenses (annual limit of 0.2 million yen) are reimbursed. If the training is taken after October, an additional 10% of the training costs (annual limit of 0.05 million yen) is reimbursed upon obtaining the qualification. Furthermore, for more specialized practical training, in addition to the previous 50% of expenses (annual limit of 0.4 million yen) and 20% upon qualification (annual limit of 0.16 million yen), an additional 10% (annual limit of 0.08 million yen) is provided if wages increase by 5% or more after training.
<Related Company: Qualified Support Provider>
◆ $Link and Motivation (2170.JP)$
Listed on the Tokyo Stock Exchange Prime. The company specializes in enterprise consulting and cloud services related to employee motivation. Its subsidiary, Link Academy, operates qualification acquisition schools such as 'Daiei' and computer training centers like 'Abiva'.
24年12月中間（1－6月）決算は売上高が前年同期比7.7％増の18.003 billion円、営業利益が20.5％増の2.668 billion円、純利益が33.6％増の1.677 billion円。通期見通しは売上高が前年度比8.6％増の36.9 billion円、営業利益が15.3％増の5.33 billion円、純利益が14.3％増の3.248 billion円を見込む。◆ $Link and Motivation (2170.JP)$
Listed on the Tokyo Stock Exchange Prime. The company specializes in enterprise consulting and cloud services related to employee motivation. Its subsidiary, Link Academy, operates qualification acquisition schools such as 'Daiei' and computer training centers like 'Abiva'.
四半期配当を実施しており、今期の1株当たり配当額は第1四半期が2.9円、第2四半期以降は各3円の計11.9円で、4年連続の増配（前年度は年間11.3円）を予想Is doing.
The closing price on the 3rd was6月末終値比で35％上昇。アナリスト1人のThere is a 36% upside potential compared to the target stock price..
The child allowance provided to guardians of minors will be expanded. Specifically, 1) removal of income restrictions, 2) extension of eligibility from the end of the year when the child turns 15 (elementary school students and younger) to the end of the year when the child turns 18 (high school students and younger), 3) increase in the amount provided for the 3rd child or later from 0.015 million yen per person per month to 0.03 million yen, 4) extension of the calculation method for the number of children to include children up to the end of the year when they turn 22 (not eligible for payment), 5) change in the frequency of payments from 3 times a year to 6 times a year.Families receiving increased child allowances may see an increase in childcare-related expenditures..
<Related Companies: Childcare Support, Education, and Toy Industry>
◆ $Kyoshin (4735.JP)$
Listed on the Tokyo Stock Exchange Standard. The company primarily operates learning centers in Kyoto and Shiga, but has been expanding its revenue from nursery operation and care services. It also operates Japanese language schools, English conversation schools, and others.
For the fiscal year ending May 2024, the revenue increased by 2.7% year-on-year to ¥26.099 billion.Achieving revenue growth for the 11th consecutive year.Operating profit increased by 85.4% to ¥0.873 billion, while net profit reached ¥0.505 billion, a turnaround from the previous year's loss, marking the highest profit in history.The performance outlook for the fiscal year ending May 2025 anticipates revenue of ¥26.14 billion, a 0.2% increase from the previous year, operating profit of ¥0.904 billion, a 3.7% increase, and net profit of ¥0.522 billion, a 3.5% increase.となった。25年5月期の業績見通しは売上高が前年度比0.2％増の26.14 billion円、営業利益が3.7％増の0.904 billion円、純利益が3.5％増の0.522 billion円を見込む。
◆ $Kyoshin (4735.JP)$
Listed on the Tokyo Stock Exchange Standard. The company primarily operates learning centers in Kyoto and Shiga, but has been expanding its revenue from nursery operation and care services. It also operates Japanese language schools, English conversation schools, and others.
For the fiscal year ending May 2024, the revenue increased by 2.7% year-on-year to ¥26.099 billion.Achieving revenue growth for the 11th consecutive year.Operating profit increased by 85.4% to ¥0.873 billion, while net profit reached ¥0.505 billion, a turnaround from the previous year's loss, marking the highest profit in history.The performance outlook for the fiscal year ending May 2025 anticipates revenue of ¥26.14 billion, a 0.2% increase from the previous year, operating profit of ¥0.904 billion, a 3.7% increase, and net profit of ¥0.522 billion, a 3.5% increase.となった。25年5月期の業績見通しは売上高が前年度比0.2％増の26.14 billion円、営業利益が3.7％増の0.904 billion円、純利益が3.5％増の0.522 billion円を見込む。
The closing price on the 3rd wasRising by 31% compared to the end of June。The recent PE ratio is 7.3 times, PB ratio is 0.947 times, showing undervaluation.Potential increase of 62% compared to the fair stock price rating by Morningstar.
◆ $Poppins (7358.JP)$
Listed on the Tokyo Stock Exchange Standard. They focus on supporting working women, offering services such as babysitters, nannies (educational babysitters), elderly care support, and operating childcare and after-school facilities.
For the interim period of the fiscal year ending December 24, sales increased by 13.4% compared to the same period last year, reaching 15.723 billion yen. Operating profit surged by 378.8% to 0.71 billion yen, while net profit rose by 392.6% to 0.466 billion yen. The full-year outlook anticipates a 6.9% increase in sales to 30.9 billion yen compared to the previous year, a 16.2% increase in operating profit to 1.35 billion yen, and a 29.8% increase in net profit to 0.88 billion yen.
The Ministry of Children and Families plans to issue approximately 0.7 million discounted babysitter coupons for corporate employees in the fiscal year 24, a 1.8 times increase from the previous year, anticipating an expansion in users.。
The closing price on the 3rd wasRising by 19% from the end of June。There is a 40% upside potential compared to Morningstar's fair stock price ratings..
Listed on the Tokyo Stock Exchange Standard. They focus on supporting working women, offering services such as babysitters, nannies (educational babysitters), elderly care support, and operating childcare and after-school facilities.
For the interim period of the fiscal year ending December 24, sales increased by 13.4% compared to the same period last year, reaching 15.723 billion yen. Operating profit surged by 378.8% to 0.71 billion yen, while net profit rose by 392.6% to 0.466 billion yen. The full-year outlook anticipates a 6.9% increase in sales to 30.9 billion yen compared to the previous year, a 16.2% increase in operating profit to 1.35 billion yen, and a 29.8% increase in net profit to 0.88 billion yen.
The Ministry of Children and Families plans to issue approximately 0.7 million discounted babysitter coupons for corporate employees in the fiscal year 24, a 1.8 times increase from the previous year, anticipating an expansion in users.。
The closing price on the 3rd wasRising by 19% from the end of June。There is a 40% upside potential compared to Morningstar's fair stock price ratings..
Related stocks: $NH Foods (2282.JP)$、 $Kameda Seika (2220.JP)$、 $Meiji Holdings (2269.JP)$、 $Daito Pharmaceutical (4577.JP)$、 $Nippon Chemiphar (4539.JP)$、 $Sawai Group Holdings (4887.JP)$、 $Fuso Pharmaceutical Industries (4538.JP)$、 $Insource (6200.JP)$、 $Human Holdings (2415.JP)$、 $JP-HOLDINGS (2749.JP)$、 $TOMY (7867.JP)$、 $Nishimatsuya Chain (7545.JP)$、 $Riso Kyoiku (4714.JP)$、 $BANDAI NAMCO Holdings (7832.JP)$
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Source: Various sources such as hp inc, Ministry of Health, Labor and Welfare, Yomiuri Shimbun, NHK
Source: Various sources such as hp inc, Ministry of Health, Labor and Welfare, Yomiuri Shimbun, NHK
Disclaimer: Moomoo Technologies Inc. is providing this content for information and educational use only.
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聖地 : Employment statistics are expected to be higher than expected, with rising bond interest rates and a stronger dollar, the market reacts positively
, next week the focus is likely to be on the expected magnitude of interest rate hikes.
古河美香 :![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
182098151 : The Nikkei Dow may reach 44,444 yen by the end of the year.
カレー党 : Amazing!
182421507 : Everyone still seems a bit timid.