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As soon as the news of Japan easing tourist visas for people from China was released, local retail travel stocks surged immediately.
① The Japanese Foreign Minister, Toshimitsu Motegi, announced the relaxation of visa requirements for Chinese tourists to Japan, expected to be implemented in spring 2025. ② After the announcement, retail and tourism-related stocks in Japan rose, with J. Front Retailing Co. soaring by 8.38%, while Isetan Mitsukoshi Holdings and Takashimaya increased by 6.98% and 3.69%, respectively.
DD Group Research Memo (2): In addition to high-profit dining and amusement businesses, the hotel and A-REIT ETF businesses are also being developed (1).
■Company Overview of DD Group <3073> 1. Business Description The "Food and Amusement Business" operates Restaurants, Cafes, and Specialty Food Formats, as well as venues for darts, billiards, karaoke, and more, expanding multi-brand operations in major cities nationwide, including the Tokyo metropolitan area. This business is characterized by brand management that leverages the diversity of its Shareholding brands and a dominant expansion strategy that focuses on opening locations in prime locations. Additionally, the acquisition of Shonan Label Inc. and others in December 2019 allowed for expansion into hotels and leased containers.
DD Group --- Monthly revenue report for October.
DD Group <3073> announced on the 15th the monthly revenue for October and the store situation such as openings and closings compared to the same month last year. It should be noted that the comparison of monthly revenue with the same month last year does not include consolidated subsidiary SLD <3223>. For all stores, the year-on-year comparison shows revenue at 106.3%, number of customers at 99.8%, and average spending per customer at 106.5%. For existing stores, the year-on-year comparison shows revenue at 106.8%, number of customers at 102.3%, and average spending per customer at 104.4%. For existing stores in the food and beverage business, the year-on-year comparison of revenue is 1.
SLD Entertainment: Financial results briefing materials for the 2nd quarter (interim period) of the fiscal year ending February 2025
Driven by the weak yen, the consumer spending of tourists visiting Japan in the first 9 months has reached a new high.
①Driven by the weakness of the Japanese yen, Japan's tourism industry is extremely hot in 2024; ②Data shows that as of September, international tourists spent 5.86 trillion yen in Japan (equivalent to 39.27 billion US dollars); ③This exceeded the consumption record of 5.3 trillion yen set for the full year of 2023.
Toho, upward revision on 2/25, operating profit of 620 billion yen←55 billion.
Toho <9602> announced a revision of the financial estimates for the fiscal year ending February 2025. Operating revenue has been revised upward from 280 billion yen to 297 billion yen, and operating profit from 55 billion yen to 62 billion yen. In the main movie business, hits such as "Strange Family," "Detective Conan: The Five-Star Stories with a Million Dollar Tag," "Kingdom: The Return of the General," and "The Last Mile" have contributed, along with the unexpected success of the sequel from the previous consolidated fiscal year, "Haikyu!! Movie: The Battle of the Trash Dump," exceeding box office revenue expectations at over 11.5 billion yen. Additionally,
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