Mitsui Kinzoku, TDK, etc. (added) Rating
Downgrade - Bearish Code| Company Name | Securities Company | Previous | Current | ------|-----------|----------|---------|---------| <5938> | LIXIL | GS | "Buy" | "Hold" | <6674> | GS Yuasa | City | "1" | "2" | Target stock price change code| Company Name | Securities Company | Previous | Current | ------|
Sumitomo Forestry, Asahi Group Holdings, etc. (Part 1)
<1893> Goyo Construction Co., Ltd. Nomura Securities Co., Ltd. Shareholding ratio -% → 5.02% Reporting obligation date July 15, 2024 <1911> Sumitomo Forestry Co., Ltd. Mitsui Sumitomo Trust Bank, Ltd. Shareholding ratio 5.58% → 5.38% Reporting obligation date July 15, 2024 <2179> Narigakusha Co., Ltd. Ota Akihiro Shareholding ratio 48.01% → 48.01% Reporting obligation date July 17, 2024 <25
Sumitomo Mitsui Trust Bank decrases its stake in Kewpie(2809.JP) to 5.02%
On Jul 19, Sumitomo Mitsui Trust Bank and related parties submitted the Change Report to Ministry of Finance. The report shows that Sumitomo Mitsui Trust Bank and related parties decreased their
Kewpie: Confirmation letter
Kewpie: Quarterly report - the 112th period, second quarter (03/01/2024 - 05/31/2024)
Mitsubishi UFJ, Pan Pacific HD, etc. (additional) rating.
Upgrade-Bullish Code | Stock Name | Securities Company | Conventional | After Change | ------ | ----------------- | ---------- | -------------- | -------------- | <2809> | Kewpie | SMBC Nikko | "2" | "1" | <6806> | Hirose Electric | Morgan Stanley | "Equal Weight" | "Overweight"
Rating [security companies rating]
Upgraded - Bullish code | Stock name | Securities company | Conventional | Revised | ------|-------------|-------------|-----------------|-----------------|<6806>| Hirose Electric | Morgan Stanley | "Equal to W" | "Over W" | <2809>| Kewpie | SMBC Nikko | "2"
Stocks that moved on the previous day, part 1, include Jade G, Kokusai Electric, Mercari, etc.
Stock name <code> 5-day closing price ⇒ Previous day comparison boom <2303> 2149 + 91 Tiwaki, which develops and provides Edge AI services, has entered into a capital business alliance. Kayuso Distribution <9369> 1792 + 10224 upwardly revised earnings forecast for the fiscal year ending November 11, 2024. Tohse <4728> 689-3124 adversely revised earnings forecast for the fiscal year ending August 2024. JADE G <3558> 1922 + 2973 Magaseek, which became a consolidated subsidiary in March, has improved its performance. INCLUSIVE <7078>
Shinwa, KOKUSAI, Euglena, etc.
<3099> Mitsukoshi Isetan 3528 +250 sharply increased to a new high. SMBC Nikko Securities continues to rate the stock as "1" and has raised the target stock price from 2700 yen to 3800 yen. The company's performance in the fourth quarter of the previous term exceeded expectations, and due to an increase in duty-free sales, the company is said to have revised its financial estimates upward. The operating profit for the fiscal year ending March 2025 is expected to be raised from 57.1 billion yen to 78.7 billion yen, and is expected to significantly exceed the market estimate of around 62 billion yen. In addition, it is expected that the operating profit for the fiscal year ending March 2026 will also increase significantly from 58.2 billion yen to 8.
Active and newly listed stocks during the morning session.
* Euglena <2931> announced the establishment of algae breeding technology through neutron irradiation. * Kokusai Electric <6525> rose 450 points following Samsung's strong earnings report. * Mitsukoshi Isetan <3099> raised its target stock price at SMBC Nikko Securities. * Kewpie <2809> raised its full-year financial estimates due to better-than-expected second-quarter results. * Net Protections HD <7383> 2
Hot stock digest (morning): Euglena, KOKUSAI, Jade G, etc.
Mitsukoshi Isetan <3099>: 3485 yen (+207 yen), significantly continued to rise and set new highs. SMBC Nikko Securities continues its investment judgment of "1" and has raised its target stock price from 2700 yen to 3800 yen. It is reported that the company has revised its financial estimates upward due to the performance of the previous fourth quarter exceeding expectations, as well as raising the presupposition of duty-free sales. The operating profit for the fiscal year ending March 2025 is expected to be raised from 57.1 billion yen to 78.7 billion yen, and it is expected to greatly exceed the market estimate of around 62 billion yen. It is also expected to be around 58.2 billion yen for the fiscal year ending March 2026.
Kewpie Shares Rise Sharply After It Raises Earnings Guidance
Investment Strategy for July 5th [Today]
[FISCO Selected Stock][Material Stock] Aoki Holdings, a drugstore company with a strong presence in Hokuriku, is trading at 2,905.5 yen (as of 7/4). The company announced its financial results for the fiscal year ending in May 2024, with operating profit of 18.5 billion yen (+21.4% YoY), exceeding the previous financial estimate of 17.2 billion yen. For the fiscal year ending in May 2025, the expected operating profit is 25.1 billion yen (+35.2% YoY). They are planning to open new drugstores in 70 locations and aim to handle fresh produce, meat and ready-made meals in all stores except for the small ones.
Volume change rate ranking (9am)~Kusuri no Aoki, Daiko Yakuhin, and others ranked in.
In the volume change rate ranking, you can understand the interest of market participants, such as trends in hunting, by comparing the average volume of the past five days with the volume on the day of distribution. ■ Top volume change rate [as of 9:32 on July 5] (comparison with the average volume of the past 5 days) Stock code Stock name Volume 5-day average volume Volume change rate Stock price change rate <3205> Dai-Dorimi 14,671,200 107,185.08 340.07% 0.15
Kewpie, Advances ◆ Today's hot stocks according to FISCO ◆
Kewpie <2809> announced a revision of its financial estimates for the November 2024 period. Revenue is revised upward from 480 billion yen to 486 billion yen, and operating profit from 31 billion yen to 34 billion yen. It exceeds the consensus estimate of approximately 32.5 billion yen. Sales growth in each of the commercial, business and overseas segments and the resulting improvement in profits exceeded initial expectations. We have also revised our dividend estimates, and the dividend estimate for the end of the period has been increased from 27 yen per share to 31 yen per share, an increase of 4 yen.
Three points to watch in the morning session: A market trend with strong expectations for a higher opening despite weak trading volume.
In the trading of the previous day, the following three points deserve attention: ■Despite the thin trading, the market is expected to rise.■Kewpie raises its outlook to 34 billion yen in operating profit, up from 31 billion yen.■Focus of the morning session: GSI Creos, expanding sales of dialysis equipment in Latin America, and integrating with clinics.■Despite the thin trading, the Japanese stock market on the 5th day is likely to be in a stalemate, but the market is still expected to rise. On the 4th day, the US market was on Independence Day.
Kewpie --- upward revision on 11/24, operating profit of 34 billion yen (previously 31 billion yen).
The revision of financial estimates for November 2024 was announced. Revenue was revised upward from 480 billion yen to 486 billion yen, and operating profit was revised upward from 31 billion yen to 34 billion yen. This exceeded the consensus of around 32.5 billion yen. The progress of revenue growth and profit improvement in each segment of commercial, industrial, and overseas sales exceeded initial expectations. In addition, the dividend estimate has also been revised, and the year-end dividend estimate has been revised from 27 yen per share to 31 yen per share, an increase of 4 yen. (Annual dividend)
Attention on Euglena and Kewpie, Honda and Arx are weak.
The US stock market was closed on the 4th. The exchange rate was 1 dollar = 161.20-30 yen. In today's Tokyo market, Aoki Pharmaceuticals <3549> announced that it expects its operating profit to increase by 35.2% this year, up 21.4% from the previous period. Kewpie <2809> revised its performance forecast for the fiscal year ending November 2024 and announced an increase in dividends. Euglena <2931> announced that it has established the world's first algal breeding technology using neutron irradiation. In the Tokyo Stock Exchange standard market, Chiyo Distribution <...> revised its performance forecast for the fiscal year ending November 2024 upward.
Kewpie revised its forecast upwards on November 24, with an operating profit of ¥34 billion, up from ¥31 billion.
Kewpie Corporation <2809> announced a revision of its financial estimates for the November 2024 fiscal year. The revenue has been upwardly revised from JPY 480 billion to JPY 486 billion, and the operating profit from JPY 31 billion to JPY 34 billion. This progress was due to sales growth in each segment of commercial, industrial, and overseas, as well as resulting improvements in earnings that exceeded initial expectations. In addition, we have revised our dividend forecast, and the expected dividend per share at the end of the period has been revised upward from JPY 27 per share to JPY 31 per share, an increase of JPY 4 per share. (Annual dividend from JPY 50 to JPY 54).
Kewpie's Attributable Profit Soars Over 160% in Fiscal Q2
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