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Shimamura, 2Q operating profit increased by 4.1% to 31.4 billion yen.
Shimamura <8227> announced that for the second quarter of the fiscal year ending February 2025, revenue increased by 4.3% from the same period last year to 330.5 billion 95 million yen, and operating profit increased by 4.1% to 31.4 billion 4 million yen. It slightly exceeded the consensus (around 30 billion yen). To enhance brand power, they are expanding the lineup of their self-developed brands and collaboratively developed brands with suppliers. They are advancing the expansion of high-end products in both brands, such as the 'FIBER DRY' series of innerwear and products using natural materials.
Tsuruha Holdings: Summary of financial results for the 1st quarter of the fiscal year ending 2025/2 [Japanese GAAP] (consolidated) (completion of mid-term review by an audit firm)
Wakamato, Sakura, Shimaseiki, etc.
Significant increase. At SMBC Nikko Securities, the investment rating has been upgraded from "2" to "1", and the target stock price has also been raised from 7000 yen to 8200 yen.
Tsuruha HD---Continued growth, with first quarter results slightly better than consensus expectations.
Tsuruha HD <3391> continues to rise. The company announced its first quarter financial results last weekend. Operating profit was 15.1 billion yen, up 7.1% from the same period last year, exceeding the consensus by around 0.5 billion yen. At the same time, the company has announced a revision of its performance forecast due to a change in the accounting period. By setting the fiscal year-end to the end of February, this fiscal year will be a non-standard 9.5 months, with a new full-year operating profit forecast of 38.7 billion yen. Although the previous estimate translates to about 42 billion yen on an annual basis, there are one-time costs of about 4 billion yen.
September 24th [Today's investment strategy]
[FISCO Selected Stock] [Material Stock] Sakura Internet <3778> 4140 yen (9/20) engages in cloud play services provision and datacenter operation. The financial estimates for the fiscal year ending March 2025 have been raised. Operating profit is expected to be 26 billion yen (2.9 times higher than the previous period). This has been raised by 30% from the previous forecast. Measures to acquire orders based on strong demand for GPU cloud services are progressing well. It is expected that the electrical utilities costs will be below expectations, and that group company profits are strong.
Focus on Celestica and FUJIMI, are Shimaseiki and Kobe Bussan sluggish?
In the U.S. stock market last weekend during the 3-day holiday, the dow jones industrial average rose by $38.17 on the 20th, reaching $42,124.65 on the 23rd with an increase of $61.29. The nasdaq composite index was down 65.66 points on the 20th, at 17,974.27 on the 23rd with an increase of 25.95 points. Yesterday's Chicago Nikkei 225 futures were ¥585 higher at ¥38,115 compared to Osaka daytime trading. The exchange rate is $1 = ¥143.50-60. In today's Tokyo market, the progress rate for the first quarter of operating profit against the forecast for the first half is 54.5%.
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