Japan's Food Inflation Is Becoming Harder for BOJ to Overlook
Stocks that moved the day before part 2: DNA Chip Research Institute, Technos Japan, Toto Suisan, ETC.
Stock name <Code> 5-day closing price ⇒ Change from previous day * Nichirei <2871> 3581 -21110- The December term shows a turn to operating profit decline. * BIPROGY <8056> 4477 -34110- The December term falls below market expectations with an operating profit decline. * Mitsubishi Electric Corp. Unsponsored ADR <6503> 2436 -12510- December financial results show an upward revision but there are one-time factors, resulting in little surprise. * Gunma Bank <8334> 1047 -61 The progress rate of net profit in the third quarter may not meet expectations. * Socionext
The Tokyo Stock Exchange Growth Index continues to rise, with expectations of an earlier interest rate hike; however, the market shows strong support at lower levels.
The Tokyo Stock Exchange Growth Market Index is 841.18, up by 8.02, with a Volume of 0.1 billion, 73.21 million Shares traded, and trading value of 120.4 billion yen. The Tokyo Stock Exchange Growth Market 250 Index is 654.88, up by 7.08, with a Volume of 0.1 billion, 5.62 million Shares traded, and trading value of 92.8 billion yen. Today in the Growth Market, both the Tokyo Stock Exchange Growth Market Index and the Tokyo Stock Exchange Growth Market 250 Index continue to rise. The number of rising stocks is 322, the number of falling stocks is 236, and unchanged stocks are 43. In the U.S. stock market on the 4th, the Dow Inc rebounded after three days.
Emerging Markets Stock Digest: GA TECH has fallen significantly for three consecutive days, and HENNGE has hit the upper limit.
<4592> SanBio 767 +25 significantly rebounding. The financial estimates for the January 2025 period have been revised upward from a previous forecast of a 3.359 billion yen deficit to a 2.736 billion yen deficit (compared to the prior period's performance of a 2.644 billion yen deficit). The year-end Exchange Rates have been confirmed, and the amount related to foreign currency loans and related claims against consolidated subsidiaries is expected to result in an exchange gain of approximately 0.623 billion yen, leading to a reduction in the deficit. The operating profit and loss forecast indicates a 3.339 billion yen deficit (compared to the same period's 4.539 billion yen deficit.
Stocks that moved or were traded in the first half of the session.
*Proto Corporation <4298> 1580 - The MBO brought the TOB price closer to 2100 yen. *Tokyo Seimitsu <7729> 8719 +1500 Favorable outlook on expanding orders for generative AI. *Iris Ohyama <6908> 2924 +390 Evaluation of the upward revision of performance and implementation of structural reforms. *Takara Standard <7981> 1878 +214 Positive view on the expansion of profit growth rate for the October-December period. *Migaro HD <5535> 5160 +585 Today's financial results are announced.
Hot Stocks Digest (Morning Session): Tokoseimitsu, Ibiden, HENNGE, ETC.
Ibiden <4062>: 3,800 yen (-700 yen) limit down. On the previous day, the third quarter financial results were announced, with an operating profit of 6.34 billion yen for the October-December period, a decrease of 50.7% year-on-year, falling about 3 billion yen short of market Financial Estimates. The full-year Financial Estimates of 40 billion yen, a decrease of 15.9% compared to the previous term, remain unchanged. Originally, the results for the first half were 28.5 billion yen, an increase of 18.4% year-on-year, leading to a strong perception that the company's plans for the second half were conservative. However, due to the decline in the October-December period...
Sankuzairu --- significantly continues to rise, upwardly revised the operating profit Financial Estimates for the fiscal year ending March 2025, existing store customer numbers and average spending per customer exceed expectations.
Significant continued growth. The Financial Estimates for operating profit for the fiscal year ending March 2025 have been revised upward from 0.611 billion yen to 0.782 billion yen (previous fiscal performance 1.289 billion yen). Various measures implemented to meet the increasing demand for gifts toward the end of the year in direct sales, franchises, and e-commerce have been effective, resulting in the number of customers and average spending at existing stores exceeding previous estimates. The wholesale business has also reduced the extent of the decrease in revenue compared to the previous forecast. Additionally, the impact of exchange rates is expected to contribute to profits due to the recording of foreign exchange gains as non-operating income.
Sankuzel, Kawasaki Ship ◆ Today's Fisco Hot Stocks ◆
Sankuzer <2937> announced a revision of the performance Financial Estimates for the fiscal year ending March 2025. The revenue was revised upward from 19.24 billion yen to 19.581 billion yen, and the operating profit was raised from 0.611 billion yen to 0.782 billion yen. Due to the recording of exchange gains from the depreciation of the yen and the increase in customer numbers and average customer spending, the revenue and each profit also exceeded the previous Financial Estimates. With the rising demand for gifts during the year-end season, such as Christmas and year-end gifts, promotions and inventory securing were strengthened, and price increases contributed to customer numbers and average customer spending exceeding expectations. Kawasaki Shipbuilding <9107> January 6.
Cautious of Trump tariffs, shifting to stock selection based on earnings reports.
[Stocks Opening Comments] The Japanese stock market on the 5th started with a Buy trend, but it seems to gradually strengthen a sense of stagnation. In the US market on the 4th, the Dow Jones Industrial Average rose by 134 points, and the Nasdaq rose by 262 points. Due to the Trump administration's plan to impose tariffs on China and China's announcement of retaliatory tariffs, there was an initial Sell trend due to concerns over the escalation of trade friction. However, since China's retaliation measures were targeted and there were reports that US-China leaders would discuss tariffs, the market turned upward.
Firm, supported by high US stocks and low long-term US interest rates.
[Emerging Markets Individual Stock Strategy] Today, a steady development is expected in the Emerging Markets. In the US stock market on the 4th, the Dow Inc average rose by 134.13 points (+0.30%) to 44,556.04, rebounding for the first time in three days. As the Trump administration implemented tariffs against China as planned, and China announced retaliatory tariffs, there were concerns about the deepening trade friction, which weighed on stock prices. However, since China's retaliation remained targeted and reports emerged that US and Chinese leaders would discuss tariffs, the market turned upward.
Sankuzeuru, Noil Immune and others.
<2937> Sankuzer revised upward, this period's operating profit estimate is 0.782 billion yen ← 0.611 billion yen. <3491> GA TECH is issuing new Stocks due to overseas recruitment (4.07 million shares). <3908> Colabo's off-market sales, 0.17 million shares performance estimate revision, this period's operating profit estimate is 0.074 billion yen ← 0.07 billion yen. <4592> San Bio performance estimate revision, this period's ordinary profit estimate is △2.736 billion yen ← △3.359 billion yen. <4893> Noil Immune National Universities Corporation The University of Tokyo and nucleic acid transfer.
Panasonic HD, 3Q operating profit increased by 8.8% to 348.3 billion yen.
Panasonic <6752> announced its performance for the third quarter of the fiscal year ending in March 2025, with revenue increasing by 1.6% year-on-year to 6 trillion 403.8 billion 97 million yen, and operating profit rising by 8.8% to 348.3 billion 8 million yen. While the living business experienced a decline in sales of heat pump water heaters (A2W) in Europe, air quality air conditioning and electrical materials, excluding A2W, remained strong. In the Connect division, there was robust order intake in field solutions including large projects, as well as in process automation and avionics.
St.Cousair Co. Ltd. Revises Earnings Forecast Upwards for FY 2025
Key points of interest for the PTS on the 30th = Kawasaki Heavy Industries, NINTENDO CO LTD, UARROWS, Panasonic, etc.
▽ KAWASAKI Heavy Industries <9107.T>, the consolidated ordinary profit for the third quarter cumulative for the fiscal year ending March 2025 (April to December) is 288.9 billion yen (2.9 times year-on-year). The full-year Financial Estimates have been raised from 240 billion yen to 300 billion yen (2.3 times compared to the previous fiscal year). ▽ NINTENDO CO LTD <7974.T> has revised its consolidated operating profit Financial Estimates for the fiscal year ending March 2025 down from 360 billion yen to 280 billion yen (down 47% compared to the previous fiscal year). The annual Dividends estimate has been lowered from 129 yen to 116 yen (the previous fiscal year was 211 yen). ▽ UARROWS <7606.T>, retail + online.
St.Cousair: Presentation of financial results for the 3rd quarter of the fiscal year ending March 31, 2025
St.Cousair: Summary of Financial Results for the 3rd Quarter Ending March 31, 2025 [Japanese GAAP] (Consolidated)
Mitsukoshi Isetan, Yokogawa Electric, NINTENDO CO LTD, Mitsui & Co. (4th)
※The above Calendar is just a schedule and is subject to change due to the circumstances of the company.--------------------------------------- February 4 (Tuesday) <1814> Oosue Construction <2327> NSSOL <2331> ALSOK <2397> DNA Research <2676> Takachiho Exchange <2768> Sojitz <2810> House Food G <2871> Nichirei <293
Mitsubishi Motors, Mizuho, JR East, ANA (3rd).
※The above Calendar is only a plan and may be changed due to the company's circumstances.---------------------------------------February 3 (Monday) <1301> Kyokuyo <1946> Toenec <1967> Yamato <2130> Members <2222> Kotobuki Spirits <2281> Prima Ham <2802> Ajinomoto <2811> Kagome <2816
Global food prices have rebounded for the first time in three years, potentially increasing the burden on consumers.
The rebound in Global food prices may raise Consumer grocery spending costs this year.
Japan Aims To Reduce Food Loss At Businesses by 60%