.TOPIX TOPIX
- 2904.500
- +9.940+0.34%
Revision of Second Quarter Performance Estimates and Results, Full-Year Performance Estimates, and Dividend Estimates for Lacto JPN.
On the 12th, Lacto Japan<3139> announced the difference between the financial estimates and actual results for the second quarter of the cumulative period for the 2024 fiscal year, which was announced in April. Based on recent business trends, they also announced revisions to the performance and dividend estimates for the full year ending November 2024. The difference between the estimated and actual results for the second quarter of the fiscal year ending November 2024 (December 2023 to May 2024) shows that revenue increased by 5.7% to 84.56 billion yen compared to the previous estimated forecast, and operating profit increased by 25.6%.
The rise is not enough even as a rebound of self-discipline.
The Nikkei average rebounded, closing at 41,275.08 yen, up 84.40 yen (+0.20%) with volume of about 1.6 billion 10 million shares traded. Buyers aimed for autonomous rebound from the recoil that had dropped more than 1000 yen last week, and the Tokyo market, which resumed trading after the 3-day holiday, started with buying. The Nikkei average expanded its gains to 41,520.07 yen in the mid-morning session. However, it could not break free from the range of self-rebound against the sharp decline, hovering around the psychological milestone of 41,500 yen.
Esupuru - Although sales decreased in the second quarter, sales revenue for the business solutions business increased by double digits.
Esuporu <2471> announced its consolidated financial results (IFRS) for the second quarter of the 2024 fiscal year (December 23 to May 24). Revenue decreased by 7.9% year-on-year to 12.093 billion yen, operating profit decreased by 50.8% to 0.741 billion yen, pre-tax profit decreased by 55.2% to 0.65 billion yen, and quarterly profit attributable to owners of the parent company decreased by 29.3% to 0.684 billion yen. Compared to the company's plan, operating profit increased by 36.8%, showing an upward trend in profits.
NEC Capital - SBI Shinkin Bank partially acquires the company's stock and forms a business partnership with the SBI Shinkin Bank Group.
NEC Capital Solution, Inc. <8793> announced on the 12th that SBI Shinkin Bank would acquire 7,172,278 shares of the company (33.32% voting rights ownership ratio) from major shareholders Japan Electric and Sumitomo Mitsui Finance & Lease. The company, SBI Shinkin Bank, and three companies including Showa Lease, a 100% subsidiary of SBI Shinkin Bank, have signed a basic agreement on business alliance. Furthermore, after the stock transfer, NEC Capital Solution
Stocks hitting the upper or lower price limit in the afternoon session.
Stop high <1418> Interlife Holdings <194A> WOLVES HAND <205A> Logos Holdings <2484> Delivery Hall <3750> Siteley Cell Research Institute <3791> IG Port <3913> GreenBee <4198> Tender <4288> Azgents <4490> Bisak <4582> Sinbio Pharmaceuticals <4586> Medrex <4935> Riberta <5026> Triple Eyes <5250> Main Board・
The Nikkei Average rebounded slightly, with defense-related stocks rising amid the Trump rally.
On the 15th, the US stock market continued to rise. The Dow Jones rose by 210.82 points (+0.53%) to 40,211.72, the Nasdaq rose by 74.12 points (+0.40%) to 18,472.57, and the S&P 500 rose by 15.87 points (+0.28%) to 5,631.22 at the end of trading. After the attempted assassination, Republican presidential candidate Trump was reported to be leading, and his policies such as deregulation were expected to be bought after the opening and rose. Federal Reserve Board of Governors
Shin Nihon Construction has reached a new high in stock prices. [New high and new low updated stock]
The new high updates of the Tokyo Stock Exchange Prime market are Daishin Construction <1801> and Nishimatsu Construction <1820> among 126 stocks. The new low updates of the Tokyo Stock Exchange Prime market are Shin Nippon Science <2395> and View Garage <3180> among 4 stocks. "Tokyo Stock Exchange Prime", "Tokyo Stock Exchange Standard", "Tokyo Stock Exchange Growth". New Highs: 126, New Lows: 4, New Highs: 58, New Lows: 9, New Highs: 25, New Lows: 60. 07/16 - 126, 4. 07/12 - 99, 7.
Yoshimura Food and others continue to rank high, and the significant increase in profits in the first quarter is highly praised.
Yoshimura Food <2884> ranks (at 14:32). It has surged significantly. Last weekend, it announced the first quarter financial results. Operating profit was 1.2 billion yen, 2.4 times higher than the same period last year, and it has made extremely high progress compared to the maintained full-year financial estimates of 2.74 billion yen, a 14.7% increase from the previous year. Both revenue and profit are expected to reach record highs for the first quarter. This is due to the organic growth of existing companies, as well as the contribution of incorporating the profit and loss of the newly consolidated WYSE Foods Group.
Sanji Service - In the May 2024 period, double-digit growth in revenue and profit, with the main maintenance business achieving double-digit growth in revenue and profit.
On the 12th, Sanjiki Service <6044> announced its consolidated financial results for the fiscal year ending May 2024. Revenue increased by 31.9% YoY to JPY 19.43 billion, operating profit increased by 28.1% YoY to JPY 0.736 billion, recurring profit increased by 31.0% YoY to JPY 0.758 billion, and net income attributable to parent company shareholders increased by 3.3% YoY to JPY 0.467 billion. The revenue is the highest ever, and operating profit, recurring profit, and net income for the current period are the second highest ever. During this consolidated fiscal year, total maintenance services started from the previous year.
Lacto JPN and others continue to rank high and have upward revisions for full-year financial estimates due to better than expected first-half performance.
Lacto JPN <3139> ranks high (as of 13:32). It is significantly increasing. The first half financial results were announced last weekend, and operating profit was 2.43 billion yen, an increase of 42.6% compared to the same period last year, significantly exceeding the previous financial estimates of 1.8 billion yen. Accordingly, the full-year financial estimates have been revised upward from the previous estimate of 3.4 billion yen to 4.1 billion yen, an increase of 44.0% compared to the previous period. It seems like profit margins in both domestic and overseas businesses have improved in the dairy raw materials and cheese divisions. Volume change rate top [as of 13:32 on July 16]
Propast - Acquiring real estate for sale in Setagaya-ku, Tokyo.
ProPAST <3236> announced the acquisition of sales-use real estate on the 12th. Property overview (Segment: Rental Development Business) is located in Komazawa, Setagaya-ku, Tokyo, with a land area of 335.72 square meters, a building type of Office, a structure and scale of reinforced concrete and a basement 1F and above 3 floors, and a total floor area of 475.92 square meters. The company plans to demolish the building and build a joint residence. The delivery and settlement date is July 12, 2024. The acquirer is subject to a domestic legal entity, and the acquisition price is
Sony Group Corp, Zojirushi Corporation, etc. (additional) Rating
Target stock price change code | Stock name | Securities company | Previous | After change | ------|------------------|----------|--------|--------| <9962> | Misumi Group Headquarters | Morgan S | 3300 yen | 3400 yen | <4816> | Toei Animation | Morgan S | 2000 yen | 1950 yen | <9605> | Toei |
Signpost - TTG's unmanned payment system has been introduced to the in-house shop at Machida Tokyu Twins.
Signpost (3996) announced on the 8th that the unmanned payment system "TTG-SENSE MICRO" developed by TOUCH TO GO (TTG), a joint venture between the company and JR East Japan Startup, will be introduced to the store opened in the employee break room of Machida Tokyu Twins EAST. This store is a collaboration with Tokyu Store Co., Ltd., and is the fifth store to use TTG's unmanned payment system. "TTG-SENSE" will be used in this store.
DD Group - Significant rebound, viewed as material expansion of shareholder benefits system.
Significant rebound. Last weekend, along with the earnings reports, the announcement of a change in shareholder benefits system has led to buying interest.
Matsuya ranked in, upwardly revised the financial estimates for the February 2025 period, and duty-free revenue exceeded expectations.
Matsuya <8237> ranks in (as of 9:32 am), with a sharp rise. The financial estimates for the fiscal year ending February 2025 have been revised upward. Operating profit is expected to be 5 billion yen, a 68.1% increase over the previous year. The previous forecast has been doubled. Due to the expansion of duty-free sales exceeding expectations in response to an increase in foreign tourists visiting Japan, department store revenue is exceeding plan and pushing up profits. At the same time, first-quarter results were announced. Operating profit was 1.136 billion yen, 2.8 times higher than the same period last year. Top volume change rate [7
Saiginia - "ZETA RECOMMEND", introduced to the hometown tax site "ANA's hometown tax payment".
On the 16th, Saijinia <6031> announced that the recommendation engine "ZETA RECOMMEND" provided by its subsidiary ZETA has been introduced to the "ANA no Furusato Nōzei" website operated by ANA Akindo, a subsidiary of ANA Holdings <9202>. In addition to popular return gifts such as "meat," "seafood," and "fruits," "ANA no Furusato Nōzei" features contents based on strengths of the ANA group, such as "travel," "lodging," and "experiences."
Investment strategy for July 16th [Today]
[FISCO featured stock] [Material Stock] Yoshimura Food Holdings <2884> ¥1,530 (7/12) Grouping food-related small and medium enterprises through M&A to grow the business. The results for the first quarter were announced. Operating profit was ¥1.197 billion (up 2.3 times from the same period last year). In addition to the organic growth of existing companies, revenue and profit increased due to the grouping of YS Foods and its subsidiaries. Operating profit for the fiscal year ending February 2025 was ¥2.744 billion (up 14.7% from the previous period).
Rating [security companies rating]
Downgrade - Bearish Code | Stock Name | Securities Company | Previous | After Change | ------ | --------- | --------- | --------- | --------- | <8358> | Suruga Bank | Okasan | "Bullish" | "Hold" | <7164> | Nationwide Assurance | SBI | "Buy" | "Hold" | <8795> | T&D Holdings | Mizuho | "Buy" | "Hold" |
SANKO MARKETING FOODS, KLab, etc.
<1803> Shimizu Construction Corporation social welfare corporation Shimizu Fund shareholding ratio -% → 5.20%, reporting obligation occurrence date July 10, 2024. <2762> SANKO MARKETING FOODS Co., Ltd. Evo Fund (Evo Fund) shareholding ratio 16.25% → 15.97%, reporting obligation occurrence date July 5, 2024. <2810> House Foods Group Inc. House Koso Co., Ltd. shareholding ratio 1%
Nikkei May Trade in Range Amid BOJ Policy Uncertainty -- Market Talk
Japanese stocks may see rangebound trade as uncertainty persists over the Bank of Japan's policy outlook despite continuing hopes for Fed rate cuts.