Today's moving stocks, hot stocks - October 10th (Thursday)

● $AEON (8267.JP)$In the second quarter of the fiscal year ending February 2025, the operating revenue increased by 6.1% year-on-year to 4,999.4 billion yen, and the operating profit decreased by 16.2% to 98.6 billion yen.
Regarding operating profit, the comprehensive financial business improved its capital profitability due to the increase in high-yield operating accounts receivable, the developer business saw an increase in rental income due to expansion and renovation effects, and the service and specialty store business, where the profit and loss of all listed subsidiaries improved, recorded an increase in profit.
On the other hand, the retail businesses including GMS (general merchandise store) business, SM (supermarket) business, DS (discount store) business, health & wellness business, and international business saw a decrease in profit.

Highlights of the morning session: $Alps Alpine (6770.JP)$Car software advancement, business opportunities in SDV, 7 billion yen investment.

$Mitsubishi (8058.JP)$Ended a three-day bounce on the fourth day. On the 10th, Berkshire Hathaway, the US investment and insurance company led by renowned investor Warren Buffett, issued its second yen-denominated bonds this year. There is speculation in the market that the funds raised will be used to expand investments in Japanese stocks. Berkshire has previously invested in trading company stocks using funds raised through yen bond issuance, and there seems to be speculative buying in the company and others.
Related Stocks: $Mitsui (8031.JP)$、 $Marubeni (8002.JP)$、 $ITOCHU (8001.JP)$、 $Sumitomo (8053.JP)$etc

$Toyota Motor (7203.JP)$Rises for the first time in 3 days. In the previous day's USA market, with the yen weakening to the 149 yen level against the dollar, automobile stocks, which are highly sensitive to exchange rates, are being bought.
Related Stocks: $Subaru (7270.JP)$、 $Honda Motor (7267.JP)$、 $Suzuki Motor (7269.JP)$

$ABC-Mart (2670.JP)$Buy orders are prevailing. The company announced on the 9th that it has revised its consolidated operating profit forecast for the full year ending in March 25.2 from the previous 58.7 billion yen to 61.8 billion yen (an 11.0% increase from the previous year) under IFRS.
Domestically, based on the strong performance in the first half and the expected increase in store sales in the second half due to the expansion of selling floor space, as well as considering that both South Korea and the USA are expected to exceed the previous year's performance overseas. Efforts to efficiently operate stores and reduce expenses have contributed to this.

$Yoshinoya Holdings (9861.JP)$Rising significantly. The company announced on the 9th that its consolidated operating profit for the first half (March to August) of 25.2 was 3.71 billion yen (a 6.9% decrease from the same period last year). The market consensus was 2.81 billion yen.
Due to various measures, total existing store sales of the entire company increased by 5.5% compared to the same period last year. As a result of opening 31 domestic stores and 50 overseas stores, the total number of stores in the company's group reached 2,786 stores (1,781 domestic stores and 1,005 overseas stores). The stock price outperformed the consensus estimate, leading to a prevailing buy sentiment.

$Sanko Gosei (7888.JP)$Buy orders are prevailing. The company announced on the 9th that the consolidated operating profit for the 1st quarter (June-August) of the 25.5 fiscal year was 1.02 billion yen (2.7 times higher than the same period last year). Mainly driven by increased revenue from automotive interior and exterior components in Japan, resulting in higher profits. The turnaround to profitability in North America also contributed.

$Alps Alpine (6770.JP)$Continuing to rise. The company will invest approximately 7 billion yen in automotive software development in fiscal year 2024. They will advance software sophistication while collaborating with hardware such as switches and displays. Finding business opportunities with SDV (Software-Defined Vehicles), they will ramp up the 'Digital Cabin' business to create a comfortable car interior space.

$Seven & i Holdings (3382.JP)$Falling after 5 days of gains. The company's consolidated operating profit for the March to August period of 2024 decreased by over 20% compared to the same period last year. Although the company planned for a 8% decline to 222 billion yen, it seems to have fallen below 200 billion yen. The most challenging aspect was the overseas convenience store business, which accounts for 70% of the revenue, struggling due to sluggish sales in the US amidst inflation.

$Round One (4680.JP)$Sharp decline. The company announced that the domestic existing store sales for September increased by 12.5% compared to the same month last year. The US decreased by 2.7%. The stock price had been firm recently, leading to profit-taking sales predominating on concerns such as the sluggish growth in the US.