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Measures against extreme heat are mandatory, marking related stocks.
According to the Japan Meteorological Agency, this summer is expected to be hot nationwide. The government will mandate companies to implement measures against heatstroke for workers with penalties as early as June. As there is a need to establish a reporting system for heatstroke and a system to prevent its severity, the market for services related to cooling clothing and air conditioning equipment seems likely to thrive. Attention should be paid to related stocks. <Increased demand for cooling clothing, Uniform N> For workers at construction sites and factories, the intense heat of summer poses a risk to life. The adoption of cooling clothing, which is accelerating as a measure against heatstroke, is on the rise.
Japan Electric Technology --- Reviewing the medium-term management plan (financial goals) and the long-term management guidelines (performance targets).
Japan Electric Technology <1723> announced on the 26th that it would revise its medium-term management plan (Financial Estimates) and long-term management policy (performance targets) to be disclosed on November 5, 2024. The background for the revision is that the operating profit for the fiscal year 2024 (ending March 2025) is estimated to be 9 billion yen. This figure is in line with the initially announced target of an operating profit of 8 billion yen for the fiscal year 2027 (ending March 2028) and an operating profit of 9 billion yen for the fiscal year 2030 (ending March 2031).
February 27 [Today's Investment Strategy]
[FISCO Selected Stocks] 【Material Stocks】 Allied Telesis Holdings <6835> 259 yen (2/26) provides IT solutions. It announced a Share Buyback of 2 million shares, amounting to up to 0.5 billion yen, which corresponds to 1.86% of the issued shares. The acquisition period is from February 27 to May 31, 2025. This action is part of a flexible capital policy and shareholder returns in response to changes in the business environment. As of January 31, 2025, the shareholding of treasury shares is 2.01 million 5802.
Japan Electric Technology --- Revised upward on March 25, operating profit is 9 billion yen, up from 7.5 billion yen, achieving the mid-term plan ahead of schedule.
The revision of the financial estimates for the fiscal year ending March 2025 has been announced. Revenue has been upwardly revised from 42.5 billion yen to 43.5 billion yen, and operating profit from 7.5 billion yen to 9 billion yen. Regarding profits, it is expected to exceed the previous estimates due to efforts to improve profit margins. Additionally, the forecast for the year-end Dividends has been increased from 74 yen to 77 yen. Furthermore, the operating profit target of 8 billion yen for the fiscal year 2027 (ending March 2028) and the operating profit target of 9 billion yen for the fiscal year 2030 (ending March 2031) announced on November 5, 2024, remains unchanged.
Pay attention to research drugs and Gunma Silver, while Tochigi Silver and others may be soft.
In the US stock market on the 26th, the Dow Jones Industrial Average fell by 188.04 points to 43,433.12, the Nasdaq Composite Index rose by 48.87 points to 19,075.26, and the Chicago Nikkei 225 Futures decreased by 165 yen compared to Osaka during the day to 38,055 yen. The exchange rate was 1 dollar = 149.10-20 yen. In today's Tokyo market, Gunma Bank (8334) announced a change in its shareholder return policy, an upward revision of its Dividends forecast, and a 2.40% share buyback of issued Stocks.
<Today's Individual Materials> EED, Kyoken Pharmaceuticals, Asahi Organic Materials, WACUL ETC (Announcement on the 26th)
▽ EID <6038.T>, revised the ordinary Dividends to 16 yen at the end of the fiscal year in June 2025, adding a commemorative Dividends of 6 yen for the 25th anniversary, making a total of 22 yen (the previous period had an ordinary Dividends of 14 yen). At the same time, a commemorative Shareholder benefit will be implemented, presenting a Quo Card worth 10,000 yen to Shareholders holding 500 shares or more. ▽ Kaken Pharmaceutical <4521.T> set a maximum acquisition limit of 1.8 million shares (4.52% of the total issued shares excluding treasury stock) and a 9 billion yen share buyback limit, and as of May 30, 1.8 million shares (3.91% of the issued shares before cancellation) were canceled. ▽