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注目銘柄ダイジェスト(前場):大運、YEデジタル、キャスターなど

Hot stocks digest (morning): Dai, YE Digital, Caster, etc.

Fisco Japan ·  Jun 27 22:49

Fortune <9363>: 464 yen (+63 yen)

Significant continued growth. It has announced the implementation of treasury stock acquisitions with an upper limit of 1.2 million shares and 300 million yen, which is 21.69% of the number of issued shares. The acquisition period is from 7/1 to 25/6/30. The purpose is to return shareholders, improve capital efficiency, and implement flexible capital policies according to the business environment. Until now, there have been many days where the daily turnover is less than 10,000 shares, and expectations that this will lead to an immediate impact on supply and demand take precedence. Along with the implementation of share buybacks, shareholder value per share will also increase drastically.

Kurogane Kosakusho <7997>: 1,228 yen (+79 yen)

Significant continued growth. An upward revision of the first half earnings forecast was announced the day before. Ordinary income was raised to 117 million yen from the previous forecast of 0.2 billion yen, and there was a deficit of 0.2 billion yen in the same period last year. It is also expected to exceed the full-year plan of 0.9 million yen. As the number of new inquiries and orders received in the Tokyo metropolitan area increased, orders for custom-made products for logistics facilities etc. expanded. Progress in price transfer etc. in new order acceptance projects is behind the upward trend. Furthermore, the lightness of price movements specific to the company's stock is also a factor that makes it easy to turn interest.

Atrae <6194>: 816 yen (+52 yen)

Significant continuous growth. An increase in dividends for the fiscal year ending 24/9 was announced the day before. It is said that it will be raised to 20 yen from the 15 yen forecast previously, and positive responses have prevailed. On 5/14, the implementation of a year-end dividend of 15 yen per share, which will be the first dividend, was announced, leading to subsequent stock price increases. This time, the purpose of the increase is to further enhance shareholder returns by comprehensively considering management results, financial conditions, dividend yields, etc. for the current fiscal year under the basic dividend policy.

Heiwado <8276>: 2,423 yen (+84 yen)

Significant continued growth. Financial results for the first quarter were announced the day before, and operating profit was 2.83 billion yen, up 9.2% from the same period last year. The unchanged full-year plan is 13.7 billion yen, up 3.3% from the previous fiscal year, so it seems that it is viewed as a steady trend. In addition, it has also been announced that 2 million shares, which is 3.9% of the number of issued shares, will be implemented with an upper limit of 6 billion yen. The acquisition period is from 8/21 to 25/8/20. A supporting effect on supply and demand is also expected.

YE Digital <2354>: 785 yen (+55 yen)

Significant continued growth. Financial results for the first quarter were announced the day before, and operating profit was 330 million yen, a significant increase of 82.4% from the same period last year. The first half of the year is 600 million yen, which is planned to decrease 16.2% from the same period, and it is accepted that the financial results are better than expected. Although investment in business capital such as human capital and base integration increased, business DX and logistics DX increased in line with strong DX demand, and sales grew by 2 digits, and it seems that the effect of increasing sales contributed greatly.

Kuradashi <5884>: 333 yen (+15 yen)

skyrocketing. It was announced that it would acquire all shares of CrossEdge, which operates the frozen bento service “Dr. Tsurukame Kitchen,” which operates the restricted food frozen delivery service “Dr. Tsurukame Kitchen,” and make it a wholly owned subsidiary, and it is viewed as good news. In response to social demands such as the declining birthrate and aging population and women entering society, the importance of food delivery services has increased year by year, and among them, the frozen delivery bento market is a market with high growth rates as a solution to needs for healthy food and labor saving in cooking, and it is determined that entering this market will be effective for sustainable growth in the future and improvement of corporate value.

F Force G <7068>: 714 yen (+45 yen)

Year-to-date high price update. Sales for the fiscal year ended 24/5 were 4.229 billion yen, up 6.6% from the previous fiscal year, and ordinary profit was 1,166 billion yen, up 14.3% from the same period. Profit expansion was realized due to growth in the PS business and SaaS business. As for the earnings forecast for the fiscal year ending 25/5, sales were 4.58 billion yen, up 8.3% from the previous fiscal year, and ordinary profit was 1,781 billion yen, up 52.7% from the same period, and it is well received by the forecast that it will continuously hit record highs. At the same time, it was announced that all shares of treasury shares acquired through stock buybacks through non-treasury stock transactions (ToSTNet-3) will be cancelled as of 7/31.

Caster <9331>: 1,227 yen (-111 yen)

Plummeting. After the transaction ended on the 27th, downward revisions to individual results were announced. Sales for the fiscal year ended 24/8 were revised downward from the previous forecast of 4.75 billion yen to 4.45 billion yen, and operating profit was revised downward from 110 million yen to a deficit of 230 million yen to 150 million yen, so sales disgusted with this are ahead. Regarding sales, it is said that the number of new customer acquisitions did not increase as expected due to suppressing advertisement drop amounts, etc. Furthermore, consolidated financial results will begin from the financial results for the fiscal year ending 24/8 due to the conversion of Grams into a subsidiary, but consolidated earnings forecasts also anticipate a deficit in operating income, etc.

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