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

● $AEON (8267.JP)$In the second quarter of the fiscal year ending February 2025, operating revenue increased by 6.1% year-on-year to 4,999.4 billion yen, while 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 comprising GMS (general superstore), SM (supermarket), DS (discount store), Health & Wellness, and international businesses experienced a decrease in profit.

Points of Interest in the Morning Session: $Alps Alpine (6770.JP)$Car software advancement, business opportunities with SDV, 7 billion yen investment.

$Mitsubishi (8058.JP)$On the third day of gains after a 3-day decline. On the 10th, Berkshire Hathaway, a US investment and insurance company led by prominent investor Warren Buffett, issued its second yen-denominated bond this year. Speculation is growing 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 from yen bond issuances, and there seems to be speculative buying in the company's shares.
Related Stocks: $Mitsui (8031.JP)$、 $Marubeni (8002.JP)$、 $ITOCHU (8001.JP)$、 $Sumitomo (8053.JP)$etc

$Toyota Motor (7203.JP)$Rallies for the third consecutive day. In the U.S. market on the previous day, with the yen weakening to the 149 yen level against the dollar, auto stocks, which are highly sensitive to foreign exchange, are being bought.
Related Stocks: $Subaru (7270.JP)$、 $Honda Motor (7267.JP)$、 $Suzuki Motor (7269.JP)$

$ABC-Mart (2670.JP)$Showing a buying trend. The company announced on the 9th that it has revised its consolidated operating profit forecast for the 25.2 term to be between 61.8 billion yen (an 11.0% increase from the previous year) from the previous 58.7 billion yen (IFRS).
In the domestic market, based on the strong performance in the first half and the expected increase in store sales due to the expansion of sales floor space in the second half, as well as the outlook for both South Korea and the US to exceed the previous year in overseas markets. This was achieved through efficient store operation and cost reduction efforts.

$Yoshinoya Holdings (9861.JP)$Marked increase. The company announced on the 9th that the consolidated operating profit for the first half of the 25.2 term (3-8 months) was 3.71 billion yen, a decrease of 6.9% compared to the same period last year. The market consensus was 2.81 billion yen.
Due to various measures, the total existing store revenue increased by 5.5% compared to the same period last year. As a result of opening 31 domestic stores and 50 overseas stores, the company group now has a total of 2,786 stores (1,781 domestic stores and 1,005 overseas stores). The stock price has surpassed consensus expectations, leading to a dominant buying sentiment.

$Sanko Gosei (7888.JP)$Showing a buying trend. The company announced on the 9th that the consolidated operating profit for the 25.5 term 1Q (June-August) was 1.02 billion yen, a 2.7-fold increase from the same period last year. Mainly due to increased revenue from automotive interior and exterior parts in Japan's vehicle segment. The profit was also contributed by North America turning into profit.

$Alps Alpine (6770.JP)$Continues to rise. The company will invest approximately 7 billion yen in software development for automobiles in the 2024 fiscal year. They aim to advance software sophistication while integrating with hardware such as switches and displays. They will seize opportunities in SDV (Software-Defined Vehicle) and fully launch the 'Digital Cabin' business to create a comfortable car interior space.

$Seven & i Holdings (3382.JP)$In the consolidated operating profit for the March to August 2024 period, there was a decrease of slightly more than 20% compared to the same period last year. The company's plan was a decrease of 8% to 222 billion yen, but 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. Sales were sluggish due to US inflation.

$Round One (4680.JP)$Plunging. The company announced on the 9th that the same-store sales revenue in September in Japan increased by 12.5% compared to the same month last year. In the US, it decreased by 2.7%. The stock price has been firm lately, leading to profit-taking sales dominance in response to sluggish growth in the US.