From the perspective of dividend-oriented expectations, the market has recovered to the 38,000 yen level for the first time in a month.
The Nikkei average continued to climb. It closed at 38,027.29 yen, up 246.75 yen (estimated Volume of 1.7 billion 50 million shares), recovering over the 38,000 yen mark for the first time in about a month since February 27. Following the trend of tech stocks being bought in the US market on the 25th, Semiconductors and Electronic Components were purchased, leading to the recovery of the Nikkei average over the key 38,000 yen level at the start. After the buying frenzy, a sense of stagnation became stronger, and there was a moment in the middle of the morning session where it narrowed its gains to 37,873.28 yen, but tomorrow.
Aftermarket [Stocks that moved and stocks that were traded]
*Optoelectronics <6664> 246 -19 The operating profit and loss for the first quarter was a deficit of 0.097 billion yen. *Hokko Metal <5446> 1437 +8725 Performance and Dividends Financial Estimates for the March 2025 term have been revised upwards. *Chiel <3933> 718 +5825 Performance and Dividends Financial Estimates for the March 2025 term have been revised upwards. *Nippon Palette <4690> 1800 +216 A new management plan has been announced. *Toh Gas <9531> 4757 -10025 The Dividends Financial Estimates for the March 2025 term have been revised upwards. Upper limit of 9.0% of the total number of outstanding Stocks.
March 26 [Today's Investment Strategy]
[Fisco Selected Stocks]【Material Stocks】Hokko Metal<5446> 1,350 yen (March 25) Electric furnace manufacturer. The profit forecast for the fiscal year ending March 2025 has been revised upward. The operating profit is projected to be 0.65 billion yen (a 23.1% increase compared to the previous period). This is an increase of about 8% from the previous forecast. Although the revenue forecast has been revised downward, the profit forecast has been revised upward. The decline in the price of the main raw material, scrap iron, has been more favorable than initially expected, and efforts were made to maintain product prices. The year-end dividends will be set at 35 yen. The previous forecast was 2.
Pay attention to Japanese Agrochemicals and PS [Today's individual stock trends]
In the US stock market yesterday, on the 25th, the Dow Jones Industrial Average rose by 4.18 dollars to 42,587.50, the Nasdaq Composite Index increased by 83.27 points to 18,271.86, and the Chicago Nikkei 225 Futures were up by 240 yen compared to the Osaka daytime, reaching 37,820 yen. The exchange rate was 1 dollar = 149.80-90 yen. In today's Tokyo market, Goldwin <8111>, which revised its profit Financial Estimates for the fiscal year ending in March 2025 upwards, Nikko Agrochemicals <4997>, which changed its dividend policy and also revised its dividend Financial Estimates for the fiscal year ending in March 2025 upwards, and announced an increase in dividends for the fiscal year ending in March 2025.
Japan Oxygen HD, downward revision on 25/3, operating profit 163 billion yen ← 178 billion yen.
Japan Oxygen HD <4091> announced a revision to its financial estimates for the fiscal year ending March 2025. The operating profit has been revised downward from 178 billion yen to 163 billion yen. Although a gain from the sale of land and buildings is expected to be recorded, it is anticipated to fall below the previous estimate due to the impact of impairment losses and other factors. 【Positive Evaluation】 <8111> Goldwin Revision | <1418> Interlife Revision <3933> Chiel Revision | <5446> Hokuetsu Metal Revision 【Hold】 <6513> Origin Revision | <6>
CHieru: Notice regarding upward revisions to full-year earnings forecasts and revisions to dividend forecasts
Individual stock information.
AMG<5027.T> ACRo (Shinagawa, Tokyo) will comprehensively support the overseas expansion of the lifestyle cosmetics brand "THREE" from Japan to Indonesia with the BPaaS (Business Process as a Service) model's "Global EC Solution." The stock price shows a trend of losing value after an initial rise in the morning. Logos HD<205A.T>, a group company, is developing a model house in collaboration with different industries.
CHIeru 9-Mos Net Y167.00M Vs Net Y313.00M
CHIeru Sees FY Net Y400.00M
CHieru: Summary of Financial Results for the 3rd Quarter Ending March 31, 2025 [Japanese GAAP] (Consolidated)
Kirin HD, Matsukiyo Cocok, Dentsu Group, Rakuten Group (14th) (1379-5368)
The above Calendar is merely a schedule and is subject to change due to the company's circumstances.--------------------------------------- February 14 (Friday) <1379> Hokuto <1380> Akigawa Boku-en <1417> Mirait-Wan <142A> Jinjibu <1438> Gifu Landscaping <1443> Giken HD <1447> SAAF HD <145A> Elizbee<
Stocks News Premium = The wave of updates to "GIGA School" marks related stocks.
The need for updates to the school's 'GIGA School Concept' is becoming more apparent. Techno Horizon (T Horizon) <6629.T>, which handles electronic blackboards, has captured the demand, and its consolidated operating profit for the third quarter cumulative period (previous year from April to December) has significantly expanded. The government is advancing 'NEXT GIGA,' which aims to further enhance the educational IT environment, and attention is likely to shift back to related stocks. <The peak of updates is expected in fiscal years 2025-2026> Since 2020, the government has been providing one student per school.
CHieru: Interim financial results presentation materials for the fiscal year ending 2025/3
Mitsubishi Paper ETC [Attractive stocks seen from the change in Volume]
Stock closing prices compared to the previous day with Volume *<8138> Sankyo Kasei 455034548100 *<3933> Chiel 65079283600 *<2721> JHD 16117978900 *<6217> Tsudakoma 36025138800 *<3864> Mitsubishi Paper 540693773900 *<8940> Intellex 85038443300 *<5588> First A 1634142203600 *<7036> EM Net J 827862400 *<220
Shimamura, 3Q operating profit increased by 2.0% to 46.5 billion yen.
The third quarter performance announced by Shimamura <8227> for the fiscal year ending February 2025 showed a revenue of 497.8 billion 3 million yen, an increase of 3.8% compared to the same period last year, and an operating profit of 46.5 billion 59 million yen, an increase of 2.0%. The main Shimamura business expanded the assortment of its own brands and collaborative development brands with suppliers. For the fiscal year ending February 2025, the revenue is set to increase by 3.9% compared to the previous period, reaching 659.6 billion 22 million yen, and the operating profit is planned to increase by 1.9% to 56.3 billion 62 million yen.
CHieru: Notice regarding the acquisition of shares of OXJIM Co., Ltd. (making it a subsidiary) and revisions to full-year earnings forecasts
CHIeru Keeps FY Net View at Y400.00M
CHieru: Summary of financial results for the 2nd quarter (interim period) for the fiscal year ending March 31, 2025 [Japanese GAAP] (Consolidated)
CHieru: Half Year Report - Term 28 (2024/04/01 - 2025/03/31)
Asahi, Matsukiyo, Dentsu Group, Lancers (14th) (1379-4990)
※The above calendar is merely a schedule and may be subject to change due to the company's circumstances. --------------------------------------- November 14 (Thursday) <1379> Hokuto <1380> Akikawa Bokuen <142A> Jinjibu <1438> Gifu Landscape <1443> Giken HD <1446> Candiule <1447> SAAF HD <145A> El