CVS Bay <2687>
Revised revenue forecast for the February 2025 term was announced. Revenue has been revised upward from 7.688 billion yen to 7.768 billion yen, and operating profit has been revised upward from 0.348 billion yen to 0.442 billion yen. In the hotel business, domestic lodging demand during the spring break season in March exceeded expectations, and inbound consumption, which continues to expand against the backdrop of rapid depreciation of the yen, led the entire tourism industry, resulting in steady occupancy rates and room rates for each facility since April. As for future lodging demand, assuming that the performance after the second quarter will follow the performance forecast at the beginning of the term, as the current status is uncertain.
JBCC HD <9889>
Since mid-June, the rebound trend has continued, and on June 28, it was bought up to 3,735 yen. Subsequently, profit-taking movements have been observed, but a range of 3,550 yen to 3,700 yen has generally continued. After consolidating at the high level, a renewed interest seems to be emerging. While continuing a rebound along with the rising upper limit of Ichimoku Kinko Hyo weekly chart, it has shown an upward break from the upper limit of the cloud.