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Rating information (Target Price change - Part 2) = Mitsukoshi Isetan, Japan New Drug ETC.
◎Mizuho Securities (three-stage: Buy > Hold > underperform) Mitsukoshi Isetan <3099.T> - "Hold" → "Hold", 2400 yen → 2600 yen Sotetsu Holdings <9003.T> - "Hold" → "Hold", 2900 yen → 2700 yen Mitsui Trust Holdings <9302.T> - "Hold" → "Hold", 4800 yen → 8000 yen ◎Morgan Stanley MUFG Securities (three-stage: Overweight > Equal Weight > Underweight) Nippon Shinyaku <4516.T> - "Eico"
Yamagata Silver, Nikka Chemical, JVCKW, etc.
＜2281＞ Primaham 2071 -119 saw a significant decline. The third quarter financial results were announced the previous day, with cumulative operating profit at 8.27 billion yen, a 20.4% decrease compared to the same period last year. The full-year Financial Estimates were revised downward from the previous 16 billion yen to 9.5 billion yen, a decrease of 19.6% compared to the previous period, marking a shift to a profit decline projection. The impact of the yen's depreciation and the rise in local raw material costs could not be sufficiently covered by price increases, leading to lower revenue from the ham, sausage, processed food, and vendor businesses. In the first half, there was a 9.4% decrease compared to the same period last year.
Prima Ham, ETC continues to rank, revising the financial estimates for the fiscal year ending March 2025 downwards.
Prima Ham Co., Ltd. (2281) is ranked in (as of 1:32 PM). It has significantly fallen. The company announced its third-quarter financial results the previous day, with cumulative operating profit of 8.27 billion yen, a 20.4% decrease compared to the same period last year. The full-year financial estimates for the fiscal year ending March 2025 have been revised downward from the previous estimate of 16 billion yen to 9.5 billion yen, a 19.6% decrease from the previous period, indicating a shift to a profit decline forecast. The impact of yen depreciation and rising raw material costs due to local material prices could not be adequately offset by price increases, and sales of ham, sausage, processed foods, and vendor business appear to have declined.
Volume change rate ranking (in the 9 o'clock hour) - Nikka Chemicals, Yamagata Silver, etc. are ranked.
In the volume change rate ranking, by comparing the average volume over the last five days with the volume on the distribution day, one can understand market participants' interests and trends in stock selection. ■ Top volume change rates [As of February 4, 9:32] (compared to the average volume over the last five days) Stock Code Stock Name Volume 5-Day Average Volume Volume Change Rate Stock Price Change Rate <5481> Yamato Steel 1055800 107185 5.08251.26% 0.0999% <2491> V Commerce
February 4 [Today's Investment Strategy]
[Fisco Selected Stocks] 【Material Stocks】 Japan Chemical Industries <4272> 1219 yen (2/3) Engaged in Chemicals such as epoxy resin, ultraviolet curing resin, cleaning agents and chemicals for semiconductor manufacturing processes. Revised upward the financial estimates for the fiscal year ending March 2025. Operating profit is estimated to be 21.1 billion yen (2.8 times compared to the previous year). This is about a 9% increase from the previous estimate. All business areas are performing well. The year-end dividends will be 37.5 yen. The previous estimate was 22.5 yen, and the previous year's year-end dividends were 22.5 yen. The annual dividend will be 60.0 yen.
Focus on daily chemicals and Yamagata Silver, JVCKW and Mitsubishi Motors may be soft.
In the US stock market on the 3rd, the Dow Jones Industrial Average fell by $122.75 to 44,421.91, the Nasdaq Composite Index dropped by 235.48 points to 19,391.96, and the Chicago Nikkei 225 Futures rose by 295 yen compared to the Osaka day session to 38,895 yen. The exchange rate is 1 dollar = 154.80-90 yen. In today's Tokyo market, Otsuka Corporation announced an operating profit forecast of a 18.1% increase from the previous term and a 10.7% increase for the current term, Hirose Electronics revised its performance forecast upward for the fiscal year ending in March 2025, and Hokuhoku.