Kobe Bussan has made the ranking, upward revision of the mid-term target due to stronger performance than the previous period.
Kobe Bussan (3038) has made the ranking (as of 1:30 PM). It significantly rebounded. Last weekend, the company announced its financial results for the fiscal year ending October 2024, with operating profit at 34.4 billion yen, an increase of 11.8% compared to the previous year, significantly surpassing the initial plan of 31 billion yen. On the other hand, for the fiscal year ending October 2025, the forecast is for 37.7 billion yen, representing a 9.8% increase, although this is below the market estimate of 39 billion yen. However, due to the historically conservative tendencies, the negative reaction is limited. The annual dividend is planned to increase by 3 yen from the previous year to 26 yen.
Snow Brand Meg, Kobe Bussan ETC (additional) Rating
Changes in Target Price Code Stock Name Brokerage Firm Previous After ----------------------------------------------- <2270> Snow Brand Milk Mizuho 3250 yen 3300 yen <2282> Japan Ham Morgan Stanley 5300 yen 5400 yen <3038> Kobe Bussan Nomura 3800 yen 4000 yen <3402> TORAY INDS INC Morgan Stanley 980 yen 1210 yen <4681> Resort Trust Morgan Stanley 3450 yen 3700 yen <4681> Resort Trust
December 16th [Today's Investment Strategy]
[Fisco Selected Stocks] 【Material Stocks】 Tanseisha Co., Ltd. <9743> 831 yen (12/13) engages in display planning and design for commercial facilities and cultural institutions. The earnings forecast for the fiscal year ending January 2025 has been upgraded. Operating profit is expected to be 5 billion yen (up 28.8% year-on-year). This is a 25% increase from the previous forecast. With a favorable market environment, demand is strong, primarily in the commercial QITABANKUAI business and Options Chain business, with expectations exceeding the previous forecast. The year-end dividend is set at 25 yen, compared to the previous forecast of 15 yen, and the previous fiscal year.
Kobe Bussan --- Operating profit for 2024 is expected to increase by 11.8%, reaching 34.3 billion yen, while the Financial Estimates for 2025 predict a 9.8% increase to 37.7 billion yen.
For the fiscal year ending October 2024, the performance showed revenue of 507.8 billion 83 million yen, a 10% increase from the previous period, and operating profit of 34.3 billion 50 million yen, an 11.8% increase. Amid ongoing food price hikes, the company attracted cost-conscious consumers with its unique private brand products, driving growth through new store openings. For the fiscal year ending October 2025, revenue is projected to increase by 3.4% to 525 billion yen, and operating profit is expected to rise by 9.8% to 37.7 billion yen. Additionally, some aspects of the medium-term management plan established in December 2023 were also revised upward.
Focus on Danqing Company and Kobe Bussan, while Askul and Ya-man may be underperforming.
Last weekend, on the 13th, in the US stock market, the Dow Jones Industrial Average was down by $86.06 at 43,828.06, the Nasdaq Composite Index was up by 23.88 points at 19,926.72, and the Chicago Nikkei 225 Futures was up by 100 yen compared to the Osaka daytime at 39,570 yen. The exchange rate was 1 dollar = 163.60-70 yen. In today's Tokyo market, Kobe Bussan <3038>, which revised upward its medium-term management plan targets with operating profit estimates of 11.8% increase from the previous period and 9.8% increase for the current period, has also revised upwards its performance and dividends forecast for the January 2025 term.
List of cloud breakout stocks (weekly) [Ichimoku Kinko Hyo - List of cloud breakout stocks]
○List of stocks that have broken through the clouds Market Code Stock Name Closing Price Leading Span A Leading Span B Main Board <1821> Mitsui Construction 419 407.75 412 <1934> Yourtec 1431 429.25 1255 <2229> Calbee 3253 3224.53 118 <2301> Gakujo 2274 1835.51 847 <2305> Studio Alice 2129 2075.25 2125 <3
List of cloud break stocks (Part 2) [Ichimoku Kinko Hyo - List of cloud break stocks]
○ List of stocks that broke below the cloud market Code Stock Name Closing Price Leading Span A Leading Span B Tokyo Main Board <1332> Nissui 907 921.5 918.5 <1375> Yukiguni Maitake 1013 1030.25 1019.5 <1860> Toda Corporation 9219 27.25 957 <1882> Toa Road 1291 1304 1340.5 <1893> Goyo Construction 621 632.75 624 <196
Sambaiyo, Park 24, Daiwa Cycle, First Juken (16th)
※The above Calendar is only a plan and may be changed due to the company's circumstances. --------------------------------------- December 16 (Monday) <2345> Kushim <3415> Tokyo Base <3497> LeTech <3804> Stem Inc <4380> M Mart <4592> Sanbio <4666> Park 24 <5136>
Askul, 2Q operating profit decreased by 16.8%, 6.028 billion yen.
The results for the second quarter of the fiscal year ending May 2025, announced by Askul (2678), showed revenue of 237.9 billion 32 million yen, an increase of 2.9% compared to the same period last year, and operating profit of 6 billion 28 million yen, a decrease of 16.8%. Regarding the E-Commerce business, all sectors grew steadily; however, alongside a decline in gross profit margin due to foreign exchange impacts, an increase in fixed costs related to the rental costs of "ASKUL Kanto DC" resulted in increased revenue but decreased profits. [Positive Evaluation] (3399) Yamaoka-ya Sanbai | (6630) Ya
Askul, Kobe Bussan, Hatena, Smaregi (13th)
※ The above Calendar is only a schedule and may be changed due to the company's circumstances.--------------------------------------- December 13 (Friday) <1383> Veru Inc <1444> Nisso <168A> Itami Art <1758> Taiyo Kiso <1840> Tsuchiya HD <184A> Manabi Aid <186A> Astroscale <212A> Fit Easy <2
The 80-year-old founder of Oracle, Larry Ellison, has remarried! His fifth wife is only 33 years old.
① It is reported that Oracle's founder Larry Ellison has started his fifth marriage. The new wife was born in 1991; ② Ellison was born in 1944 and currently serves as Oracle's CTO and Executive Director, with an estimated net worth of 198 billion dollars.
PolAOL HD, DaiKin ETC (additional) Rating
Upgraded - Bullish Code Stock Name Securities Company Previous Change After---------------------------------------------------<6135> Makino F SMBC Nikko "2" "1" <8750> Dai-ichi Life Holdings Mizuho "Hold" "Buy" <8795> T&D Holdings Mizuho "Hold" "Buy" Downgraded - Bearish Code Stock Name Securities Company Previous Change After-----------------------------------------
List of conversion stocks (part 3) [Parabolic Signal Conversion Stocks List]
○ List of stocks turning into Sell Market Code Stock Name Closing Price SAR Main Board <1899> Fukuda Group 5250 5440 <1973> NESIC 3250 3340 <2120> LIFULL 1982 07 <2384> SBS HD 2380 2510 <256A> Tobishima Holdings 1543 1621 <2585> Life Drink C 2335 2540 <3038> Kobe Bussan 36
Not up to expectations! Oracle's cloud infrastructure performance has surged, but the stock price fell over 7% in after-hours trading.
① After the market closed on Monday Eastern Time, Oracle announced its second fiscal quarter earnings report, but this popular AI stock did not surprise investors; ② Oracle's cloud computing service revenue increased by 12% to $10.81 billion, accounting for 77% of total revenue, of which cloud infrastructure revenue grew by 52% to $2.4 billion.
Rating [security companies rating]
Upgraded - bullish code stock name securities company conventional changes after----------------------------------------------------------------<7272> Yamaha JP Morgan "neutral" "overweight" <9433> KDDI Morgan Stanley "equal weight" "overweight" <3064> MonotaRO Morgan Stanley "underweight" "equal weight" <9434> SoftBank Morgan Stanley "underweight"
Kose RE, Hagiwara Kogyo, Subaru Koro, Sea IC (9th)
The above calendar is only a schedule and may change due to corporate circumstances.---------------------------------------December 9 (Monday) <2163> Altner <2301> Gakujo <2438> Asukanet <2991> Landnet <3071> Stream <3180> B Garage <3246> Kosei RE <4238> Mirai Ar <6387> Sa
Volume change rate ranking (9:00 hour) - DELTA-P, Osaka Soda, etc. ranked in.
In the volume change rate ranking, you can understand the interest of market participants such as trends in selection by comparing the average volume of the recent 5 days with the volume on the delivery day.■ Volume change rate top [As of 9:32 on December 5] (Comparison of average volume of the last 5 days) Code Name Volume 5-day Average Volume Volume Change Rate Price Change Rate<1478>iS High Dividend Concept 33802 107 185.08 148.03% 0.0013%<7760>IMV4
Volume change rate ranking (14 o'clock) ~ GX small and medium-sized companies, Tokyo Keiki, etc. ranked in.
In the volume change rate ranking, by comparing the average volume of the last 5 days with the volume on the day of delivery, the trends of interest among market participants can be understood. ■ Top volume change rates [As of December 4, 14:32] (comparison of the last 5 days' average volume) Stock code Stock name Volume 5-day average volume Volume change rate Stock price change rate <2837> GX Small and Medium Enterprises 1,608,167.45 9309.61% 0.0048% <1348> MXS Topics
The Nasdaq index reached a new high, French stocks rose, the south korea etf narrowed after a 7% drop, and the offshore yuan briefly fell below 7.31 yuan.
South Korean President Yoon Suk-yeol abruptly declared a state of emergency, boosting safe-haven assets such as U.S. Treasury bonds, Japanese yen, and gold, while cryptos on the South Korean exchange plunged. The South Korean parliament quickly passed a resolution to lift the state of emergency, with the Ministry of Finance and the central bank actively working on market rescue measures. After a 2.7% drop to a two-year low, the won’s decline was cut in half, South Korean etfs fell by 1.6%, and the yield on 10-year U.S. Treasury bonds turned to increase after hitting a new low in over a month. France is set to vote on dissolving the government as early as Wednesday, with French stocks following European markets upward, although they had previously declined during the day. The Dow Jones, small cap stocks, and semiconductor indices fell, while the China concept index once rose by 1.9%. The yuan hit a new low in a year during the day, and U.S. oil rose nearly 3% testing the $70 mark.
List of converted stocks (Part 2) [List of converted stocks for Parabolic Signal]
Buy conversion list market Code Company Name Ending Price SAR TSE Prime <4384> Laxur 1162 1092 <4390> ips27112558 <4403> Nichiyu 23032181 <4461> Daiichi Kogyo 38703640 <4471> Sanyo Chemical 40403905 <4528> Ono Pharmaceutical 17581708 <4530> Kyukou Yak 42674131 <4544> HU Group