No Data
No Data
Rating [security companies rating]
Upgrade - bullish code | Stock name | Securities company | Previous | After change | ------|---------|-------------|-----------------|-----------------|<8795>|T&D HD |JP Morgan |"Neutral" |"Over W" |<7181>|Kampo |JP Morgan |"Under W" |"Neutral"
September 18th [Today's Investment Strategy]
[Fisco Selected Stock][Material Stock] Hirodensha <1948> 1,259 yen (9/17) Construction company for electrical equipment. Affiliated with Mitsubishi Electric <6503>. The financial estimates for the fiscal year ending in March 2025 have been revised upward. The operating profit is expected to be 1.74 billion yen (an increase of 50.5% compared to the previous year). This is a 45% increase from the previous estimate. Continued high levels of investment in facilities and construction, including from private companies, are providing a tailwind. At the same time, the company announced that it will pay an interim dividend of 33 yen and a year-end dividend of 33 yen. The annual dividend will be 66 yen.
Pay attention to Tokyo-based and Fusou Chemicals.
In the US stock market on the 17th, the Dow Jones Industrial Average closed at 41,606.18, down 15.90 dollars, while the Nasdaq Composite Index rose 35.93 points to 17,628.06. In the Chicago Nikkei 225 futures market, the Osaka day session was 400 yen higher at 36,410 yen compared to the Osaka day. The exchange rate is 1 dollar = 142.30-40 yen. In the Tokyo market today, Tokyo-base (3415) announced a 65.5% increase in operating profit for the first half, Fusosha Chemical (4368) announced a change in dividend policy and a forecast for increased dividends for the fiscal year ending in March 2025, up to 1.42% of the issued shares.
Investment strategy for August 13th [today].
[FISCO Selected Stocks] [Material Stocks] Yamashin Filter <6240> 403 yen (8/9) with hydraulic circuit filters and transmission filters for construction machinery as its main products. The company announced its Q1 results. Operating profit was 0.599 billion yen (5.3 times the previous year). In addition to the increase in sales due to an increase in replacement demand for supplies, the implementation of price revisions also contributed to the increase in profits. Operating profit for FY25 March is expected to be 1.41 billion yen (0.1% decrease from the previous year). The progress rate for Q1 compared to the full-year forecast is 42.
Pay attention to Yamashin F and Artience, while Nomura Micro and UT Group are weak.
In the US stock market on the weekend of the 9th during Tokyo's 3-day holiday, the NY Dow was up 51.05 dollars, and on the 12th it fell 140.53 dollars to 39,357.01 dollars. The Nasdaq Composite Index was up 85.28 points on the 9th and 35.31 points on yesterday, closing at 16,780.61. Yesterday's Chicago Nikkei 225 futures were 495 yen higher than Osaka's day session at 35,545 yen. The exchange rate was 1 dollar = 147.20-30 yen. In today's Tokyo market, Cosmo Energy Holdings, with first-quarter operating profit 6.3 times higher than the same period last year, will be of interest. <5
Japan Post's operating profit in the first quarter increased by 22.2% to 211.4 billion yen.
Japan Post Holdings Co., Ltd. (6178) announced its first quarter results for the fiscal year ending March 2025. Operating revenue decreased by 3.9% YoY to 2.735888 trillion yen, while operating profit increased by 22.2% YoY to 211.449 billion yen. The increase in investment income at Yucho Bank (7182), a subsidiary, and the improvement in capital gains and losses at Japan Post Insurance Co., Ltd. (7181) were contributing factors. Operating revenue for the fiscal year ending March 2025 is expected to decrease by 5.9% YoY to 11.280 trillion yen, while operating profit is expected to increase by 13.7% YoY to 760 billion yen.
No Data
No Data