share_log

注目銘柄ダイジェスト(前場):FPパートナー、C&R社、わらべ日洋など

Hot stocks digest (morning session): FP Partner, C&R, Warabehiyono, etc.

Fisco Japan ·  Jul 9 22:38

Warabe Nichiyo <2918>: 2511 yen (+163 yen)

Marked increase. The quarterly earnings were announced the day before, with operating profit decreasing by 6.3% year-on-year to 2.22 billion yen, achieving the expected progress against the first half plan of 4.2 billion yen and 6.5% decrease. The initial deficit of the newly established Iruma factory and temporary cost increases associated with factory consolidation are factors contributing to the decrease in profit. Although the stock price had been sluggish after the earnings announcement of FY2025, it seems to be reviewing the strong actual condition, such as the highest sales ever for the first quarter.

DIP <2379>: 2898 yen (+138 yen)

Marked rebound. The quarterly earnings were announced the day before, with operating profit increasing by 20.4% year-on-year to 4.02 billion yen, achieving smooth progress against the unchanged full-year plan of 13.4 billion yen and 5.0% increase from the previous year. Market share is accelerating, with the difference between media sales growth rate and market growth rate expanding, and labor cost rates and advertising publicity cost rates decreasing. This is a trend where the upward performance is being recognized.

FP Partner <7388>: 2943 yen (+267 yen)

Marked rebound. It was announced that the new life insurance contract ANP in June reached a record high of 2.873 billion yen. This surpasses the previous record set in March this year. It seems that the increase in recognition through the new commercial that started broadcasting in April has supported the result. Despite critical coverage of the business model causing a sharp drop in stock prices in June, the impact seems to be limited from the trend in the number of contracts.

C & R Co., Ltd. <4763>: 1601 yen (-190 yen)

Marked decline. The first quarter earnings were announced the day before, with operating profit decreasing by 20.2% year-on-year to 1.26 billion yen. The first half plan is expected to see a significant decrease in profit, as it is expected to increase by 3.8% to 2.7 billion yen. However, it seems that the negative reaction to the significant decrease in profit was preceded. It was originally expected that the first quarter would see a decrease in profit due to an increase in hiring, but it seems to have fallen below expectations in the creative and medical fields. The announcement of a share buyback of up to 0.5 billion yen, equivalent to 0.35 million shares, or 1.6% of the outstanding shares, has a limited support effect.

Recruit Holdings <6098>: 9350 yen (+198 yen)

Continued rise. The company has announced the implementation of a share repurchase of 87 million shares or 5.67% of the outstanding shares, with an upper limit of 600 billion yen. The acquisition period is from July 10 to July 9, 25. The purpose is to improve capital efficiency and enhance shareholder returns. Of these, it is also said that a share buyback will be conducted outside of the market today with a maximum of 15 million shares. Expectations for a share buyback were raised at the time of the May earnings announcement, where a compression policy of net cash was announced, and its rapid implementation is highly evaluated.

Astroscale <186A>: 822 yen (+4 yen)

Rebound after 10 days. Astroscale (Sumida-ku, Tokyo), which handles the manufacture, development, and operation of commercial debris removal verification satellite "ADRAS-J" launched in February, has announced the effectiveness of the collision avoidance function for safe operation during the orbit observation of the target debris in the satellite's mission. This is the world's first attempt to safely approach actual debris and investigate the situation at close range.

Eyes <5242>: 2665 yen (+142 yen)

Significantly rebounded. The company has announced that its advertising industry platform "Media Radar", which it operates, has updated its data posting page. It has added a dedicated data registration form for publishing companies that operate media. The required input items for the service description registered by the publishing company have significantly increased, thereby increasing the amount of information on the data posting page. It is expected to improve the convenience and satisfaction of members by making it easier to compare media information before downloading materials.

Spiderplus <4192>: 492 yen (+9 yen)

It has announced that it has obtained a patent technology "Electronic blackboard batch creation" which streamlines the necessary preparation work when taking project photographs. Based on tabular information such as Excel, it performs batch creation and list creation of electronic blackboards, and automatically composites the selected electronic blackboard from the list within the camera angle when the user takes construction photos. It can batch-create multiple electronic blackboards, contributing to reducing the time it takes to create blackboards and improving productivity on site.

Disclaimer: This content is for informational and educational purposes only and does not constitute a recommendation or endorsement of any specific investment or investment strategy. Read more
    Write a comment