July 2nd [Today's Investment Strategy]
[FISCO Selected Stocks] [Material Industry] DaiSeki <9793> 3650 yen (7/1) engages in industrial waste disposal and recycling. The first quarter financial results for the 25-year February period have been announced. Operating profit decreased by 0.7% compared to the same period last year to 3.906 billion yen. Although DaiSeki's share increase was successful, the consolidated operating profit slightly decreased due to the end of large-scale soil treatment projects that DaiSeki Environmental Solutions received orders for in the previous year. However, financial estimates expect a 5.5% decrease to 14 billion yen compared to the previous year.
Pay attention to DaiSeki and Star Mica Holdings, while Nexstage and Zojirushi Mahobin are weak.
In the US stock market on the 1st, the Dow Jones Industrial Average rose 50.66 dollars to 39,169.52, while the Nasdaq Composite Index rose 146.70 points to 17,879.30, and the Chicago Nikkei 225 futures fell 140 yen to 39,530 yen compared to the Osaka day. The exchange rate is 1 dollar = 161.40-50 yen. In today's Tokyo market, Daiseki <9793> decreased by 0.7% in the first quarter operating profit, but the progress rate for full-year estimates was 27.9%, and the first-half operating profit increased by 2.3% and rebounded from the 9.0% decrease in the first quarter.
Dispose of treasury stock as stock compensation with transfer restrictions for ODK.
On the 26th, ODK Solutions <3839> announced that it will dispose of its own shares as restricted stock compensation. The company introduced a restricted stock compensation system with transfer restrictions for directors in 2018. Under this system, compensation paid for the granting of restricted stock with transfer restrictions is in the form of monetary claims, with an annual amount of up to 80 million yen, and the transfer restriction period for the restricted stock is determined by the board of directors for a period between 3 and 12 years from the date of allocation. Director
ODK Solutions: Extraordinary Report
ODK Solutions: Confirmation letter
ODK Solutions: Securities Report - 61st Fiscal Year (April 1, 2023 - March 31, 2024)
Hokuriku Electric Power Company, Japan Electric Construction Industry, etc. (Part 1).
<1384> Hokuriku-Yo Company, Mizuho Securities Co., Ltd. Shareholding Ratio -% → 5.15% Reporting Obligation Date 06/14/2024 <1950> Nihon Densetsu Kogyo Co., Ltd., Mizuho Bank, Ltd. Shareholding Ratio -% → 5.80% Reporting Obligation Date 06/14/2024 <2055> Hiwasashi Industry Co., Ltd., Mizuho Securities Co., Ltd. Shareholding Ratio -% → 6.81% Reporting Obligation Date 06/14/2024 <25
Hikari Tsushin holds 5.4% of shares in ODK Solutions(3839.JP)
On Jun 21, Hikari Tsushin submitted the Large Shareholding Report to Ministry of Finance to disclose its 5.4% ownership of the shares in $ODK Solutions(3839.JP)$. Source: Edinet AnnouncementWhat is th
Mitsui Sumitomo DS Asset Management decrases its stake in ODK Solutions(3839.JP) to 4.66%
On Jun 21, Mitsui Sumitomo DS Asset Management and related parties submitted the Change Report to Ministry of Finance. The report shows that Mitsui Sumitomo DS Asset Management and related parties dec
ODK Research Memo (8): Maintaining a stable dividend of 10 yen per year and implementing a shareholder benefits program.
ODK Solutions Co., Ltd. <3839> is implementing dividends as a shareholder return strategy, and aims to maintain a stable annual dividend of 10 yen as one of the specific numerical targets of its medium-term management plan. Based on this policy, dividends for the fiscal year ending in March 2024 were set at the same amount as in the fiscal year ending in March 2023, at 10 yen (5 yen at the end of the second quarter and 5 yen at the end of the fiscal year). The dividend payout ratio was 30.3%. The dividend estimate for the fiscal year ending in March 2025 is also expected to be 10 yen, the same as for the fiscal year ending in March 2024 (5 yen at the end of the second quarter and 5 yen at the end of the fiscal year).
ODK Research Memo (7): Promoting the realization of new business portfolios and group synergies based on the medium-term management plan.
■ Growth global strategy of ODK Solutions:1. Medium-term management plan (fiscal year ending March 2025 to fiscal year ending March 2027) The medium-term management plan (rolling revision every fiscal year to appropriately respond to changes in the business environment) formulated in April 2024 targets a final year-end consolidated revenue of 85 billion yen, an operating profit of 900 million yen, and a ROIC of 7.0% in the fiscal year ending March 2027.Base policy is to continue the growth strategy for the three-year period.
ODK Research Memo (5): All business areas achieved revenue growth and increased profits significantly, with a smooth trend for the March 2024 period.
Performance Trend 1. Summary of Fiscal Year 2024 Consolidated Performance Consolidated Revenue for ODK Solutions <3839> Fiscal Year ending March 2024 was JPY 586.7 million, an increase of 5.7% compared to the fiscal year ending March 2023, operating profit increased by 36.1% to JPY 57.2 million, ordinary profit increased by 34.4% to JPY 60.4 million, and net income attributable to parent company shareholders increased by 12.8% to JPY 26.6 million. All businesses have increased revenue and progressed smoothly, resulting in a significant increase in overall profit. In terms of costs, next-generation service to society.
ODK Research Memo (4): Mainland education business and securities/hedge business are the mainstay (2)
■Overview of ODK Solutions <3839> 4. General Business (Medical-related Services, Human Resources Development Support Services) General business is expanding medical-related services and human resources development support services as new services that utilize the data processing know-how that we have cultivated so far. Medical-related services are clinical examination-related systems of Falcon Biosystems Co., Ltd. (a business company of Falcon Holdings that entered into a business and capital alliance in August 2016).
ODK Research Memo (3): Mainland education and securities/hoofri business are the core businesses (1).
Business Overview: 1. Service Overview ODK Solutions <3839> is a single-segment information processing outsourcing service, with sales by business segment categorized as system operation, system development and maintenance, and machinery sales. The revenue composition ratio for the March 2024 period is 94.4% for system operation, 4.6% for system development and maintenance, and 1.0% for machinery sales, which is characterized by a long-term and stable business model that is mainly based on system operation. Business (Sa
ODK is an independent IT company with strengths in handling confidential and large-scale data processing.
ODK Solutions <3839> is an independent IT company with expertise in processing large volumes of highly confidential data. It focuses on providing mainland education-related services, such as supporting university entrance exams through its core operation, the UCARO(R) portal site, and provides financial-related services, such as securities and back office operations for securities firms. It also provides medical services, customer support-related services, and human resource development support-related services for general business purposes.
ODK SOLUTIONS: Company Overview for the Fiscal Year Ending March 2024
ODK SOLUTIONS: Financial results presentation materials for the fiscal year ending March 2024
ODK---Announces Mid-Term Management Plan for the Fiscal Year Ending 2025/3 to the Fiscal Year Ending 2027/3
ODK Solutions <3839> announced on the 30th that it has decided on a medium-term management plan incorporating management targets and numerical targets for the fiscal year ending 2025/3 to 2027/3. The sales plan for the fiscal year ending 25/3 is 6.7 billion yen, and ordinary profit is 500 million yen. The target sales for the fiscal year ending 27/3 will be 8.5 billion yen, ordinary profit will be 900 million yen, profit margin will increase 2.4%, ROIC will be 7.0%, and dividends will be 10 yen per year. (Both are consolidated) As a policy, even if the growth path continues, it reflects the lack of sales in the previous fiscal year. Also, earnings
ODK--- Increased sales and 2-digit profit for the fiscal year ended March 24, and system operation/system development and maintenance contributed to business results
ODK Solutions <3839> announced consolidated financial results for the fiscal year ending 2024/3 on the 30th. Net sales increased 5.4% from the previous fiscal year to 5.867 billion yen, operating profit increased 36.1% to 572 million yen, ordinary profit increased 34.4% to 604 million yen, and net income attributable to parent company shareholders increased 12.8% to 266 million yen. The company group has set “ODK Group Expansion” as a basic group policy in the medium-term management plan (fiscal year ending 2024/3 to fiscal year ending 2026/3), and “new business plan
ODK Solutions FY Net Y266.00M Vs Net Y236.00M
ODK Solutions Co. Ltd. (3839.TO) Japan Year Ended March 31 GROUP 2024 2023 Revenue Y5.87 bln Y5.57 bln Operating Profit Y572.00 mln Y420.0
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