Announcements of individual stocks regarding the issuance of stock options (subscription rights).
November 2024 Monthly IR News.
Announcement of individual stocks regarding the nomination of candidates for directors.
Rating [Securities company ratings]
Upgraded - Bullish Code Stock Name Brokerage Firm Previous After -------------------------------------------------- <7267> Honda UBS "Cell" "neutral" <2768> Sojitz SBI "Hold" "Buy" <3038> Kobe Busan SBI "Hold" "Buy" <8358> Suruga Silver Okasan "Hold" "Bullish" Downgraded - Bearish Code Stock Name Brokerage Firm Previous After ------------------------
SBI Securities Upgrades Kobe Bussan to Buy From Neutral; Price Target Is 4,600 Yen
Stocks that moved the previous day part 1: Torigoe Flour Milling, Tanseisha, Socionext, etc.
Stock Name <Code> Closing Price on the 16th ⇒ Change from the Previous Day Torigoe Seifun <2009> 853 +150 Positive reaction to the change in shareholder return policy and the expansion of the shareholder incentive program. Japan M&A <9236> 942 -190 For the fiscal year ending in October 2024, operating income is expected to turn from a profit of 0.017 billion yen to a loss of 0.014 billion yen. Karada Note <4014> 492 -100 The operating loss widened in the first quarter. Alphax Food System <3814> 324 0 Attendance record management system is.
Hamee, River Electech, Link Yu G, etc.
<3441> Sannou 787 +87 surged. The company announced its first-quarter financial results last weekend. The operating profit is 0.34 billion yen, an increase of 44.1% compared to the same period last year, significantly exceeding the unchanged full-year plan of 0.25 billion yen, which is a 7.3% increase compared to the previous period. The ongoing impact of Stunk in China has led to prolonged inventory adjustments, particularly in the industrial equipment sector, but there is a trend of some demand recovering, supported by stable movements in the Automobiles market and a bottoming out in the Communications market. There has been significant upside in performance.
Stocks that moved or were traded in the first half of the session.
*Dainkyo Co., Ltd. <9743> 930 +99 announced an upward revision of performance and Dividends estimates.* Japan Micro Devices <6871> 4155 +365 U.S. SOX Index has risen by over 3%. *Socionext <6526> 2842 +236 aims to fill the gap in November amidst rising Semiconductors stocks. *Mitsui High-tec <6966> 899 +67 excessive caution subsides after the third quarter Earnings Reports. *Macbee Planet <7095> 2971 +171 last week saw favorable Earnings Reports after.
Volume change rate ranking (1 PM) – Shoei Food, Ya-Man, ETC have made the list.
In the Volume change rate ranking, by comparing the average Volume of the last five days to the Volume on the day of distribution, one can understand the trends in selection and the interests of market participants. ■Top Volume Change Rates [As of December 16, 13:30] (Comparison of average Volume over the last five days) Code ⇒ Stock Name ⇒ Volume ⇒ 5-Day Average Volume ⇒ Volume Change Rate ⇒ Stock Price Change Rate <9743> Dansho Company 1820000 165192.4 54.64% 0.1395% <218A> Liberaware 1637000 99.
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
Three points to pay attention to in the latter half of the session - Buy leads but with a heavy upward movement.
In the afternoon trading on the 16th, I would like to focus on the following three points: • The Nikkei Average rebounds, with buying leading but a heavy upward trend. • The USD/JPY is slightly firm, with USD buying and JPY selling. • The top contributor to the increase is Advantest <6857>, and the second is Chugai Pharmaceutical <4519>. ■ The Nikkei Average rebounds, with buying leading but a heavy upward trend. The Nikkei Average has rebounded, ending the morning trading at 39,533.55 yen, up 63.11 yen (Volume estimated at 0.8 billion, 12.46 million shares). Last weekend, the Dow Inc in the US market was up 86.06.
Hot Stocks Digest (First Half): River Eletech, Hamee, Danseisha ETC.
Osaka Oil Chemical Industry <4124>: 1920 yen. It is a limit-up Buy indication. Daiseki has announced plans to conduct a tender offer (TOB) aimed at complete acquisition. The company recommends participation in the TOB. The TOB price is 3201 yen, which is 2.1 times the closing price at the end of last week, and there is a prevailing movement aiming for a complete alignment with the TOB price. The TOB period is from December 16 to February 3, 2025. Improvements in recycling technology, strengthening responses to the Semiconductors industry, etc.
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, Narel Group ◆ Today's Fisco Hot Stocks ◆
Kobe Bussan Co., Ltd. <3038> reported its performance for the fiscal year ending October 2024, with revenue increasing by 10% compared to the previous term to 507.8 billion 83 million yen, and operating profit up by 11.8% to 34.3 billion 50 million yen. Amid ongoing food price increases, the company has attracted cost-conscious consumers with its unique private brand products, and new store openings have driven growth. For October 2025, it anticipates revenue to rise by 3.4% to 525 billion yen and operating profit to increase by 9.8% to 37.7 billion yen. Additionally, a medium-term management plan formulated in December 2023 is underway.
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
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
Kobe Bussan To Go Ex-Dividend On October 30th, 2025 With 26 JPY Dividend Per Share
December 14th (Japan Standard Time) - $Kobe Bussan(3038.JP)$ is trading ex-dividend on October 30th, 2025.Shareholders of record on October 31st, 2025 will receive 26 JPY dividend per share. The ex-
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