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Japan's Food Inflation Is Becoming Harder for BOJ to Overlook
Shimadaya continues to rise for the fifth consecutive day, seen as a material factor for the upward revision of the Financial Estimates for the fiscal year ending March 2025 and the implementation of commemorative Dividends.
Shimadaya <250A.T> has risen for five consecutive days, reaching a high of 27 yen at 1,501 yen at one point. After the market close on the 10th, the upward revision of the consolidated profit Financial Estimates for the fiscal year ending March 2025 and the announcement of a commemorative Dividends were seen as significant factors. In the Financial Estimates for the fiscal year ending March 2025, revenue is maintained at 39,583 million yen, but operating profit has been raised from 3,030 million yen to 3,230 million yen (a 3.7% increase compared to the previous term), and the expected decline in profit is anticipated to narrow. Revenue is expected to come from the main consumer brands "Ryusuimen" and "Taiko Ban."
February 12 [Today's Investment Strategy]
[Fisco Selected Stock] 【Material Stocks】 Furukawa Machinery & Metal <5715> 2,028 yen (2/10) engages in industrial machinery such as sludge pumps for sewerage treatment, rock drilling machines, vehicle-mounted cranes, and Copper for electric wires. The performance forecast for the fiscal year ending March 2025 has been revised upward. The operating profit is forecasted to be 8.7 billion yen (a 2.1% increase from the previous term). This is an increase of about 6% from the previous estimate. Additionally, hydraulic crawler drills for North America are performing well. A commemorative dividend for the 150th anniversary of the founding as well as a Share Buyback up to 19.30% of the total number of issued shares are also planned.
Focus on Furukawa Machine Gold and Eran, while Sekisui Glass and Akatsuki may be soft.
In the Tokyo market on the 10th before the holiday, the Dow Jones Industrial Average was up by 167.01 dollars, and on the 11th, it increased by 123.24 dollars to 44,593.65 dollars. The Nasdaq Composite Index was up by 190.87 points on the 10th, and on the 11th, it decreased by 70.41 points to 19,643.86. The Chicago Nikkei 225 Futures yesterday were up by 310 yen compared to the Osaka day session, reaching 39,070 yen. The exchange rate is 1 dollar = 152.40-50 yen. In today's Tokyo market, Suzuki <6785> reported a 59.8% increase in operating profit for the first half.
SoftBank's operating profit for Q3 increased by 12.3% to 821.8 billion yen.
The results for the third quarter of the fiscal year ending March 2025, announced by SoftBank <9434>, showed a revenue of 4 trillion 811.4 billion 63 million yen, a 6.6% increase compared to the same period last year, and an operating profit of 821.8 billion 61 million yen, a 12.3% increase year-on-year. PayPay's performance improved. The core mobile business also showed steady recovery from the impact of mobile price reductions. 【Positive assessment】 <6645> Omron quarter | <4284> Solxyz full year <7189> Nishi Nippon FH quarter | <7370> Enjin revision
Shimadaya: Summary of Financial Results for the 3rd Quarter Ending March 31, 2025 [Japanese GAAP] (Consolidated)