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三井松島HD、丸八倉、日鋳鉄管など

Mitsui Matsushima HD, Marubachi Kurama, Nippon Spuncast Pipe, etc.

Fisco Japan ·  Jul 8 14:26

<6506> Yaskawa Electric fell sharply by 262 points.

Fell sharply. Last weekend, the company announced first-quarter earnings, with operating profit of 11.1 billion yen, a year-on-year decrease of 32.4% and about 4 billion yen lower than market expectations. It seems that the sales of AC servos in China are lower than expected. The progress rate for the full-year plan of 70 billion yen, up 5.7% from the previous period, is only 16%, indicating concerns about lower predictions. On the other hand, orders have increased by 23% from the previous quarter and are clearly recovering, providing support for the stock price.

<7004> Hitachi Zosen fell sharply by 40 points.

Significant decrease. Hitachi Zosen Marine Engines, a subsidiary engaged in marine engine business, and AIMEX have announced that inappropriate rewriting of land-based operating records for marine engines has been conducted. It has been confirmed that the use of devices that display values ​​different from actual fuel consumption has been confirmed, and it may also affect the calculation of NOx emission levels. It seems to be in a form that warns of the impact on performance due to reduced reliability.

<2659> San-A fell sharply by 175 points.

Fell sharply. Last weekend, the company announced first-quarter earnings, with operating profit of 4.13 billion yen, a year-on-year increase of 16.6%, and a smooth progress of 1.3% increase in the first half-year plan. However, it is said that the short-term expectation of good earnings reflected a sense of exhaustion, as the stock price continued to rise last week. The growth rate has slowed down due to the fact that earnings have increased by more than 20% from the same period in the previous year in all quarters of the 24-year February period.

<3046> JINSHD rose significantly by 335 points.

Rose significantly. Last weekend, the company announced its monthly trends for June. The same-store sales of domestic eyewear shops increased by 27.1% compared to the same month of the previous year, and the growth rate accelerated further from the same 13.7% increase in the previous month. The level of growth rate is the highest since May 21, where backlash from the corona has been prominent. It seems that the demand for optional lenses, such as variable light-transmission lenses that change due to ultraviolet rays and light, has greatly expanded for seasonal products for the summer season due to rising temperatures.

<1518> Mitsui Matsushima Holdings rose to the trading limit price of 705 points.

Reached the trading limit price. Last weekend, the company announced an upward revision of its business results for the fiscal year ending March 2025. Operating profit was raised from the previous estimate of 4.9 billion yen to 6 billion yen, a 76.2% decrease from the previous year, and net profit was also raised from 2.8 billion yen to 6 billion yen. The company cites the acquisition of MRF and the transfer of equity interest in the Liddell coal mine in Australia as factors contributing to the heightened performance. In addition to the expectations of a significant increase in net profit, there is also a sense of reassurance due to the determination of Liddell coal mine's debt.

<4992> Hokko Chemical fell sharply due to stunted growth by 96 points.

Fell sharply due to stunted growth. The first-half business results were announced last weekend, with operating profit of 3.4 billion yen, an 8.0% decrease compared to the same period of the previous year, and the growth rate decreased from the 22.6% decrease in the first quarter. The full-year forecast remains at 4.12 billion yen, a 6.7% decrease from the previous year. The company also announced the construction of a new factory exclusively for photoresists aiming for completion in December 26. The investment amount is expected to be about 4.5 billion yen, which will be covered by self-capital. Although it is not considered particularly negative, amid high expectations for upward revisions and increased dividends, a sense of exhaustion seems to prevail.

<3321> Mitachi rose sharply by 36 points.

Rose sharply. Last weekend, the company announced that operating profit will be 1.59 billion yen for the 24-year May period, a 36.1% decrease from the previous year, and is expected to increase by 13.1% to 1.8 billion yen for the 25-year May period. The annual dividend is also planned to increase by 5 yen to 50 yen compared to the previous year. It is expected to see a significant increase in sales due to the transfer of distribution channels in the industrial equipment, civil living, and automobile sectors, as well as a strong order base. In addition, the company announced its new medium-term management plan, aiming for an operating profit of 3 billion yen for fiscal year 26.

<9313> Marubachi Kuri rose sharply by 89 points.

Rose sharply. The company announced its first-half business results last weekend, with operating profit of 0.31 billion yen, a 11.7% increase compared to the same period of the previous year, and higher than the previous estimate of 0.29 billion yen. Although the forecast for full-year operating profit remains unchanged, net profit has been significantly revised upward from the previous estimate of 0.4 billion yen to 0.9 billion yen. The company also announced that it will transfer the commercial building Riz Harajuku in mid-September and is expected to record a special profit of 696 million yen. It aims to effectively utilize management resources and improve asset efficiency.

<5612> Nichi-chu Tetsukan rose significantly by 400 points.

Kishida, the Prime Minister, has reportedly instructed an urgent inspection of earthquake-proofing for water pipes in important facilities nationwide. Based on the inspection results, the government seems to be aiming to consider budgetary measures for improvement in economic measures expected in the autumn, as well as urging all municipalities to draft water earthquake resistance plans by the end of this fiscal year. It seems that the expected benefits are increasing for the company, which is focusing on earthquake-resistant pipes as the mainstay for waterworks.

<4760> Alpha 2066 +400

Following an upward revision of its performance/dividend forecast last weekend, it has raised its forecast for operating profit for the fiscal year ending August 24, 2022 from the previous estimate of 0.05 billion yen to 0.07 billion yen, and net profit from 0.06 billion yen to 0.1 billion yen. It seems that the increase in sales of novelty goods and the increase in orders for campaign projects are the reasons for this. With the improvement in performance, the annual dividend has been significantly raised from the previous plan of 5 yen to 50 yen. It seems to have a positive impact.

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