株価は決算発表後の需給のブレで値下がりしたが、穏やかに切り上がる７５日線の近辺で下げ渋った。押し目買いの好機と判断したい。韓国の政情不安の影響も限定的とみられる。（鈴木草太）ABC Mart <2670.T> continues to see a steady increase in earnings. Following the third quarter (September to November 2024) Earnings Reports for the fiscal year ending February 2025, sales initially decreased on the 9th, but there are no negative factors.
The performance for the 9-11 month period of the leading shoe retailer showed an operating profit of 14 billion yen, a 14% increase compared to the same period last year. The standalone gross profit margin improved by 0.3 percentage points, indicating that profitability has not declined despite the weak yen. It seems that the accuracy of pricing during sales has improved.
The forecast for the operating profit for the full fiscal year ending February 2025 is 61.8 billion yen, an 11% increase compared to the previous year, with the Dividends revised to 37 yen at the end of the period (previously estimated at 33 yen) (70 yen per year, equivalent to 66 yen adjusted for the previous stock split). Although there was no upward revision in the profit aspect, the likelihood of continued growth in the next period has increased.
The stock price fell due to fluctuations in supply and demand following the Earnings Reports, but it showed resilience near the rising 75-day moving average. This seems to be seen as a good opportunity for buying on dips. The impact of political instability in South Korea appears limited. (Sota Suzuki)
Shareholding period: 3 months.
Target Price: 3800 yen
Cut-loss line: 3000 yen
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