Today's Moved Stocks, Notable Stocks - 8/2 (Fri)

● $Nippon Steel.JP$The revised earnings forecast for the fiscal year ending 2025/3 was announced. Net profit was revised upward from 300 billion yen to 3400 billion yen. Although demand for steel continues to be sluggish, margin (profit margin), which is the difference between raw material prices and sales prices of steel materials, will improve.

● $Mitsubishi Motors.JP$Participated with Honda and Nissan and collaborated on EV parts and software

Stocks that have moved, notable stocks
$Konami Group.JP$There are also expectations for the full year due to a retrograde increase, with a 47% increase in operating profit for the April-June period, and significant growth.

$NH Foods.JP$has skyrocketed. Consolidated final profit for the first quarter (April-6) of the fiscal year ending 25/3 increased 11.1% from the same period last year to 13 billion yen. At the same time, the same profit for the April-9 fiscal year (first half) was revised 7.7% upward from the previous forecast of 13 billion yen to 14 billion yen (19.9 billion yen for the same period last year), and the profit reduction rate is expected to shrink from a 34.9% decrease to a 29.9% decrease.

$Daiwa Securities Group.JP$is drastically cheaper. Consolidated ordinary income for the first quarter (April-6) of the fiscal year ending 25/3 increased 4.6% from the same period last year to 37.7 billion yen. The sales operating margin for the fiscal year ending April-6 (1Q), which is the result of the last 3 months, fell from 11.5% to 10.5% in the same period last year.

$Tokyo Electron.JP$、 $Lasertec.JP$、 $Disco.JP$Semiconductor stocks such as these depreciated drastically. Concerns about the economic recession intensified as the US-July ISM manufacturing business confidence index deteriorated more than expected. The rate of decline in the Philadelphia Semiconductor Stock Index (SOX Index) exceeded 7%.

$Mitsubishi UFJ Financial Group.JP$has plummeted. 1Q ordinary income landed with a 27% increase from the same period last year. Operating expenses increased due to changes in the financial period of Krunsi (Bank of Ayutthaya), the impact of overseas acquisitions, and an increase in overseas labor costs due to inflation/exchange rate effects.

$Kyocera.JP$has plummeted. Consolidated final profit for the first quarter (April-6) of the fiscal year ending 25/3 was 36.7 billion yen, down 1.6% from the same period last year, and the progress rate against 112 billion yen of the full-year plan was 32.9%, which is almost the same level as the 5-year average of 31.6%.

$PHYZ Holdings.JP$has plummeted. Consolidated ordinary income for the first quarter (April-6) of the fiscal year ending 25/3 was 0.24 billion yen (down 5.3% from the same period last year)