1802 Obayashi
- 2111.0
- +77.5+3.81%
Obayashi News
Obayashi Corporation - Firm, expected to be upgraded in domestic securities.
Steady. At SMBC Nikko Securities, the investment rating has been upgraded from '2' to '1', and the target stock price seems to have been raised from 2100 yen to 2400 yen. It appears that they are expecting a medium-term recovery in the construction profit margin, aiming to reduce the policy shareholding and achieve an optimal capital structure in order to strengthen shareholder returns. Additionally, the company's provision for construction losses balance has halved from its peak. It is assumed that after the fiscal year ending March 2027, the impact of unprofitable projects will be substantially eliminated, and the construction profit margin is expected to reach double digits for the first time since the fiscal year ending March 2021.
Obayashi Corporation set a new high price [stocks with new high and new low prices]
The Tokyo Stock Exchange's main board's new high price update stocks include Obayashi Corporation <1802>, Daiwa House Industry <1925> with 37 stocks. The new low price update stocks on the Tokyo Stock Exchange's main board are Hokuto <1379>, UT Group <2146> with 41 stocks. "Tokyo Stock Exchange Prime", "Tokyo Stock Exchange Standard", "Tokyo Stock Exchange Growth" new high prices, new low prices, new high prices, new low prices, new high prices, new low prices 11/15 374126351128 11/14 144212781771 11/13 4027181771211/12 8122291
Nikkei Stock Average Contribution Ranking (Closing) ~ Nikkei Average significantly continues to decline, with Fast Retailing and SoftBank Group pushing down by about 140 yen per share with 2 stocks.
At the closing time of the 13th, the number of advancing stocks in the Nikkei average constituent stocks was 48, the number of declining ones was 175, and the number of unchanged ones was 2. The U.S. stock market on the 12th fell. The Dow Jones dropped by 382.15 points to 43,910.98, while NASDAQ closed at 19,281.40, down by 17.36 points. Near the all-time high, cautious sentiment increased, with mixed trading after the opening. Without new buying factors, further profit-taking selling pressure due to temporary high achievement sentiments pushed the market lower.
Obayashi: Confirmation letter
Obayashi: Half-Year Report - 121st Term (2024/04/01 - 2025/03/31)
Three points to focus on in the morning session ~ After the buying spree, the market development remains in a stalemate ~
In the morning trading on the 12th, the following 3 points should be noted.
Tokai Rika, Iriso Denko, etc.
Tokai Rika <6995>: Expansion of DX for mold, cost reduction through design automation (Nikkan Kogyo front page) - ○ Futokoro <6474>: Introducing vacuum degreasing equipment, reducing power consumption by half with high-efficiency heat pump (Nikkan Kogyo front page) - ○ Chinese Electrical Utilities <9504>: Shimane Unit 2 to restart operation for the first time in 13 years on the 7th of next month (Nikkan Kogyo page 3) - ○ Nojima <7419>: Acquiring VAIO subsidiary, expanding B-to-B business (Nikkan Kogyo page 3) - ○ Tohoku Electrical Utilities <9506>: Unit 2 of Onagawa Nuclear Power Plant to start commercial operation by the end of the year, thorough implementation of measures to prevent recurrence
Sanji Industry has hit a new high [stocks hitting new highs and lows].
Tokyo Stock Exchange Prime's new high update stocks include Obayashi Corporation <1802>, Yondenko Corporation <1939> of 64 stocks. Tokyo Stock Exchange Prime's new low update stocks are Showa Sangyo <2004>, S.M.S. <2175> of 31 stocks. "Tokyo Stock Exchange Prime" "Tokyo Stock Exchange Standard" "Tokyo Stock Exchange Growth" new highs new lows new highs new lows new highs new lows 11/116431322271311/0880152657611/0764827910211/0643422106411/0
Obayashi: Financial results briefing materials for the 2nd quarter (interim period) of the fiscal year ending 2025/3
Obayashi: Summary of financial results for the 2nd quarter (interim period) of the fiscal year ending 2025/3 [Japanese GAAP] (consolidated)
Obayashi Corp 1H Net Y55.10B Vs Net Y29.74B
List of Conversion Stocks (Part 1) [List of Parabolic Signal Conversion Stocks]
Buy conversion brand list market Code Brand name Closing price SAR Tohsho main board <1419> Tamahome 3850 3695 <167A> Ryosan Hisho 2582 2437 <1802> Obayashi Construction 1891 1791 <1852> Asanuma Construction 664 642 <1860> Toda Construction 928 890 <1888> Wakuchiku Construction 3575 3385 <1893> Go Yo Construction 637 616 <1938> Nikko Real Tech 1045 10
Three key points to focus on in the first half ~ Attention is drawn to Advantest's earnings reaction ~
In the morning session of the 31st, the following three points are worth noting: ■ Focus on the reaction to Advantest's earnings ■ Tokyo Electric Power Company HD, 2Q operating profit decreased by 43.9% to 199 billion yen ■ Morning market focus: Idemitsu Kosan, President Shunichi Kifune, aiming for domestic hydrogen, initially importing ■ Focus on the reaction to Advantest's earnings On the 31st, the Japanese stock market is likely to see a market development where a selling bias is prominent but the market remains firm. In the US market on the 30th, the Dow Jones Industrial Average was down 91 points, and the Nasdaq dropped 104 points.
Idemitsu Kosan, Alps Alpine, etc.
Shunichi Kito, President of Idemitsu Kosan <5019>, aims to import domestically produced hydrogen for the time being.
Nikkei Stock Average Contribution Ranking (pre-closing) ~ The Nikkei average rebounded significantly, lifting by about 163 yen with two stocks, Advantest and Chugai Pharmaceutical.
At the closing time 28 days ago, the number of rising stocks in the Nikkei average constituent stocks was 188, the number of declining stocks was 37, and the number of unchanged stocks was 0. The Nikkei average rebounded significantly, closing the morning session at 38,463.50 yen, up 549.58 yen (with a trading volume of approximately 0.9 billion, 44.32 million shares). The Dow Jones Industrial Average in the US market at the end of last week closed at 42,114.40, down 259.96 points, while the Nasdaq closed at 18,518.61, up 103.12 points. The Michigan Consumer Sentiment Index exceeded financial estimates.
Three key points to watch in the morning session: the potential strengthening of selling pressure by overseas investors.
In the morning session on the 28th, we want to focus on the following three points: - Possibility of increased selling pressure from overseas investors - Hitachi Construction Machinery, downward revision on 3/25, operating profit 151 billion yen ← 165 billion yen - Morning session focus points: Kawasaki Heavy Industries, Palau's electrical utilities stabilization, establishment of business model, island country expansion On the 28th, the Japanese stock market is likely to be cautious about turbulent market developments. The U.S. market on the 25th saw the Dow Jones Industrial Average drop by 259 points, while the Nasdaq rose by 103 points.
Kawasaki Heavy Industries, Itochu, etc. [List of stock information from newspapers]
Kawasaki Heavy Industries <7012> stabilizes electrical utilities in Palau, establishes business model, expands to island countries (Nikkan Kogyo front page) - ○ Toppan <7911> acquires Swedish company, strengthens security (Nikkan Kogyo page 3) - ○ Toyota Motor Corporation <7203> shortens Daihatsu's production stoppage period, suppresses loss of order opportunities (Nikkan Kogyo page 3) - ○ Mitsui Bussan <8031> acquires delivery service for mcdonald's, integrates expertise of three Japanese and Taiwanese companies (Nikkan Kogyo page 4) - ○ Itochu Corporation <8001> invests in American health food, responds to demand from emerging countries in asia
Stocks that moved the previous day part1: TKP, Furuno Electric, Paul Group HD, Poec, etc.
Stock name <Code> Closing price on the 16th⇒Day-to-day comparison Yumir Link <4372> 1319 +89 First dividend announcement. Kurogane Kousakusho <7997> 859 -138 Downward revision of revenue, operating profit, and ordinary profit estimates for the fiscal year ending November 2024. Metaplannet <3350> 1200 +95 Implementation of bitcoin put single option roll-up trade. ALiNK <7077> 1082 +50 Upward revision of performance estimates for fiscal year ending February 2025. TKP <3479> 1251 -2
After the sell-off of ASML shock, we are in a stalemate.
The Nikkei average posted a significant decline for the first time in five business days. It closed at 39,180.30 yen, down 730.25 yen (volume approximately 1.6 billion 10 million shares). Following the selling pressure on semiconductor-related stocks in the previous day's USA market, selling pressure predominantly focused on tech stocks. The Nikkei average widened its losses from the opening, quickly dropping to 39,062.85 yen shortly after the start of trading. However, as it did not break below the psychologically significant level of 39,000 yen, there were scattered buy orders aiming for a self-rebound.
Nikkei Average Contribution Ranking (Closing) ~ The Nikkei Average fell significantly for the first time in 5 days, with 2 stocks, Toshiba and SoftBank Group, pushing it down by about 316 yen.
At the closing of trading on the 16th, the number of rising stocks in the Nikkei average composition was 36 stocks, the number of falling stocks was 188, and one stock remained unchanged. The U.S. stock market on the 15th was down. The Dow Jones Industrial Average closed at 42,740.42, down 324.80 points, while the Nasdaq closed at 18,315.59, down 187.10 points. The market initially rose favorably with bank earnings, but later turned downward due to the decline in the semiconductor sector. The decline of managed healthcare company UnitedHealth Group also had an impact.
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