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Daiichi Kigenso Kagaku-Kogyo: Confirmation letter
Daiichi Kigenso Kagaku-Kogyo: Semi-annual Report - 69th Fiscal Year (2024/04/01-2025/03/31)
Three key points to focus on in the morning session ~ Attention is drawn to the reaction of Tohokuelec's earnings announcement ~
In the morning session on the 13th, attention should be paid to the following three points: - Focus on Tokyo Electron's earnings reaction - Tokyo Electron, upward revision on 25/3, operating profit 680 billion yen ← 627 billion yen - Focus on the following points in the morning: JFE Holdings, JFE Engineering, setting the target for the fiscal year ending March 2028 to a record high, with orders totaling 800 billion yen Attention is focused on Tokyo Electron's earnings reaction. The Japanese stock market on the 13th is expected to have a market development with a sense of resilience after starting with a sell-off. In the US market on the 12th, the Dow Jones Industrial Average was at 382 points.
JFEHD, Japan Catalyst, etc. [List of stock materials from the newspaper]
JFE Engineering, under JFE Holdings<5411>, sets its target for the fiscal year ending March 2028 at the highest level ever, with an order amount of 800 billion yen (Nikkan Kogyo front page) - Agrocane Sho<4955>: Idemitsu Kosan launches a TOB at 23 billion yen to expand its agrochemical business (Nikkan Kogyo page 3) - Toyo Engineering<6330> collaborates with a Thai company to promote decarbonization of plants (Nikkan Kogyo page 3) - Nippon Shokubai<4114> acquires a JSR subsidiary to strengthen waterproof materials, etc. (Nikkan Kogyo page 3) - Tohoku Electric Power<9506>: Higashidori Nuclear Power Plant No. 2
Toyo Elec, upward revision on 3/25, operating profit 680 billion yen←627 billion yen
Toshiba Electronics <8035> announced a revision to its financial estimates for the fiscal year ending March 2025. The operating profit was revised upward from 627 billion yen to 680 billion yen. In the electronics industry, various products incorporating AI are being introduced, leading to the emergence of new markets. In the semiconductor manufacturing equipment market, investment in memory and advanced packaging equipment for AI applications is significantly expanding, while investment in equipment for mature generations in China continues. Investment in cutting-edge generations for logic/faux
Daiichi Kigenso Kagaku Sees FY Net Y1.10B
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