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CRE: Confirmation
CRE: Semi-annual report - 17th period (2024/08/01 - 2025/07/31)
March 12 [Today's Investment Strategy]
[Fisco Selected Stocks] [Material Stocks] THE Global Corporation <3271> 728 yen (3/11) plans and develops condominiums, income properties, commercial facilities, etc. in the metropolitan and Kansai areas. It was announced that a business capital alliance with Asahi Kasei Homes will be established. Asahi Kasei Homes will acquire 9.88% of the stocks of THE Global Corporation from existing shareholders. Joint development of large-scale condominium projects in the metropolitan area, effective utilization of real estate development information, and cost synergies in condominium-related businesses are anticipated.
Mitsui High-Tech, 25/1 operating profit decreased by 11.6% to 16 billion yen, Financial Estimates for 26/1 are expected to decrease by 18.8% to 13 billion yen.
Mitsui High Tech <6966> announced its earnings for the fiscal year ending in January 2025, with revenue increasing by 9.7% compared to the previous year to 214.8 billion yen, and operating profit decreasing by 11.6% to 16 billion 17 million yen. Regarding the Electronic Component business, although there was an impact from the weak yen, there was a decline in orders due to the slow recovery in final demand for Semiconductors. Additionally, in the Machinery and Mold business, the decrease in orders for molds affected the results. For the fiscal year ending in January 2026, revenue is expected to increase by 7% compared to the previous year to 230 billion yen, with operating profit planned to be.
Focus on Azuwan and Yamae Group HD, while Cell Source and Mitsui High-Tech appear to be sluggish.
In the US stock market on the 11th, the Dow Jones Industrial Average decreased by 478.23 dollars to 41,433.48, the Nasdaq Composite Index fell by 32.22 points to 17,436.10, and the Chicago Nikkei 225 Futures was down by 235 yen compared to the Osaka daytime at 36,525 yen. The exchange rate was 1 dollar = 147.70-80 yen. In today's Tokyo market, Seer Inc <3458>, whose operating profit for the first half of the year was 2.3 times that of the same period last year, announced an upward revision of the dividend forecasts for the fiscal year ending March 2025 and the introduction of a holding period for its shareholder benefit system.
＜Today's individual materials＞ Azone, Burniba, REVOLU, Silver Life ETC (announced on the 11th)
▽ As-One <7476.T> has revised the Financial Estimates for the year-end Dividends for the fiscal year ending March 2025 from 29 yen to 34 yen (previous fiscal year result 31 yen). ▽ Balnibarbi <3418.T> has resolved to acquire Stocks of Enabi-Due (Minato-ku, Tokyo) and make it a subsidiary. ▽ REVOLU <8894.T> has abolished its Shareholder benefits program. ▽ Silver Life <9262.T> has reported an increase in revenue but a decrease in profit for the consolidated financial results for the second quarter of the fiscal year ending July 2025 (August 2024 - January 2025). ▽ Tokai Lease <9761.T>, fiscal year ending March 2025.