Steady support from high US stocks and low long-term US interest rates.
[Emerging Markets Individual Stock Strategy] A strong development is expected in today's emerging markets. In the US stock market yesterday, July 31, the Dow Jones Industrial Average rose 99.46 points (+0.24%) to 40,842.79 yen, continuing its rebound. Purchasing support from good earnings of major high-tech companies supported stock prices. In addition, while the Federal Reserve Board (FRB) kept policy interest rates as expected at the Federal Open Market Committee (FOMC), Chairman Powell suggested the possibility of a rate cut in September, leading to market expectations.
Nifty Lifestyle: Financial Report Presentation Materials for the 1st Quarter of FY2025.
Nifty Lifestyle: Financial report for the first quarter of the fiscal year ending March 2025 [based on Japanese standards] (consolidated).
Nifty Life - Real estate tech is the pillar of the business.
Nifty Lifestyle <4262> operates a "Behavior Support Service Business" to support user behavior in the lifestyle area. The services comprising this business include Nifty Real Estate in the real estate tech field, Nifty Onsen in the wellness tech field, and DFO and SEO consulting in the cross tech field. The real estate tech domain accounts for 76% of revenue for the fiscal year ending in March 2024, cross tech accounts for 15%, and wellness tech accounts for 9%.
Nifty Life, Perseus, and others.
<4262> Nifty Life revises its financial estimates, this year's revenue outlook is 4.764 billion yen, increased from 3.946 billion yen. <4593> Extends basic agreement period with Helios Snowbell Pharma. <4882> Perseus PPMX-T003: Polycythemia vera (PV) Phase I trial has been completed. <4888> Stella Pharma will issue large amount of subscription rights (with price adjustment clause) from the 13th, with 541,000 shares. <7066> Piazz IT Works School Business (BOOT CAMP)
Takashimaya revises upwards on February 25, operating profit of 55 billion yen (previously 50 billion yen).
Takashimaya <8233> announced the revision of its financial estimates for the fiscal year ending February 2025. Operating revenue has been revised upward from 497 billion yen to 511.4 billion yen, and operating profit has been revised upward from 50 billion yen to 55 billion yen, reflecting the strong performance of inbound sales at domestic department stores. In addition, for the first quarter of the fiscal year ending February 2025, operating revenue was 120.125 billion yen, a year-on-year increase of 13.8%, and operating profit was 17.295 billion yen, an increase of 56.7% from the previous year. [Positive rating] Intellix <8940> revision.
Nifty Lifestyle: Announcement of revised financial estimates and disclosure of new items.
Nifty Lifestyle: Announcements of individual stocks related to the financial results of unlisted parent companies.
Nifty Lifestyle: Confirmation letter
Nifty Lifestyle: Securities Report - 7th period (April 1, 2023 - March 31, 2024)
NIFTY LIFESTYLE: Extraordinary Report
MonoAI, Hope, etc. [Emerging Markets Press Release]
<3727>APLIX earnings forecast revisions, current fiscal year business profit forecast 219 million yen ← 264 million yen <4262>acquisition of shares in Doors, which handles the operation of the Nifty Life exterior wall painting specialty site “Exterior Wall Painting Window,” and making it a subsidiary <4563>Anges 1st Unsecured Convertible Bonds Type Stock Acquisition Rights Corporate Bonds (with conversion price correction clauses) number of shares issued since the 13th, 736,614 shares <4579>LaQuoria Drug Discovery Exterior Wall Remodeling Support Agreement Businesses Consolidated subsidiary that handles it
Emerging Market Stock Digest: Decollete HD continues to decline drastically, and Nifty Life continues to increase drastically for 5 days
<2978> Tsukuruba is high since the beginning of 1057 + 3 years. It has been announced that they have strengthened collaboration with Sony Bank (Chiyoda-ku, Tokyo), which is under the umbrella of the Sony Group <6758>, on mortgage services utilizing the internet. Mortgage loan examinations, including extension and renovation fund borrowing, etc. are completed on the internet for customers considering property purchases or remodeling/refinancing using the second-hand renovated housing distribution platform “cowcamo” provided by Tsukuruba, etc.
Featured Stock Digest (front field): Insource, Charm Care, Ricoh, etc.
Yamada HD <9831>: A sharp drop of 432.6 yen (-17.5 yen). Financial results for the fiscal year ending 24/3 were announced the day before. Operating profit was 41.5 billion yen, down 5.8% from the previous fiscal year, but it was already revised downward on 4/15. Meanwhile, the fiscal year ending 25/3 is 48.2 billion yen, which is expected to increase 16.2% from the same period, and the consensus is slightly higher than 1 billion yen. It seems that they are mainly expecting a recovery in the housing and construction segment. While the company's guidance is on a relatively bullish trend, what is the fluctuation compared to consensus
Nifty Life --- Significant continuous increase for 5 days, operating profit forecast for the fiscal year ending 25/3 increased 2.6%, annual dividend forecast increased by 18 yen
Significant increase continued for 5 days. The operating profit forecast for the fiscal year ending 25/3 was announced at 958 million yen, up 2.6% from the previous fiscal year. In addition to expanding existing businesses centered on the real estate tech area, we will focus on new developments into surrounding areas. The annual dividend forecast is 18.00 yen, and dividends will be increased from the previous fiscal year (15.00 yen). Operating profit for the fiscal year ended March 24, which was announced at the same time, rose 63.4% to 933 million yen. In addition to the fact that the real estate tech sector etc. were strong, efforts to optimize the efficiency of attracting customers were successful
5/8 [Today's Investment Strategy]
[FISCO Specially Selected Brand] [Material Brand] E-Guardian <6050> 1375 yen (5/7) We carry out real-time posting monitoring work, online game customer support work, etc. A change in the dividend policy was announced, and it is said that dividends will be distributed using a consolidated dividend ratio of about 30% as a guide. Along with this, the year-end dividend (= annual dividend) for the fiscal year ending 24/9 will be 31 yen. The previous forecast was 27 yen, and the previous fiscal year was 26 yen. At the same time, it was announced that a new shareholder benefit system would be established. Also, they announced financial results for the first half
Steady, supported by observations of lower US interest rates
[Emerging Markets Individual Stock Strategy] Today's emerging markets are expected to develop steadily. In the US stock market yesterday 7th, the Dow Average continued to rise slightly for 5 days to 38,884.26 dollars, which was 31.99 dollars higher (+ 0.08%). While expectations for interest rate cuts continued, a decline in long-term interest rates and expectations for corporate settlement supported stock prices. Meanwhile, since President Kashkari of the Minneapolis Fed showed an attitude of not ruling out interest rate hikes, it stalled towards the end of the game. The Nasdaq Composite Index turned down. Buying is excellent in today's emerging markets
Nintendo's 24/3 operating profit increased 4.9% to 528.9 billion yen, 25/3 forecast decreased 24.4% to 400 billion yen
The financial results for the fiscal year ending 2024/3 announced by Nintendo <7974> were sales of 1.671,865 billion yen, up 4.4% from the previous fiscal year, and operating profit of 528.941 billion yen, up 4.9% from the same period. As for the financial results for the fiscal year ending 2025/3, we plan that sales will decrease 19.3% from the previous fiscal year to 1.35 trillion yen, and operating profit will decrease 24.4% to 400 billion yen. Sales related to the main engine “Nintendo Switch,” which has reached its 8th year of sale, will slow down. It falls below consensus (about 490 billion yen). [Positive Assessment] <61
Check out the disclosed information for [Tomorrow's Good and Bad Materials]! (Announced on 5/7)
[Good news] ---- ---- ■Maruha Nichiro [Tokyo Stock Exchange P] Current account profit increased by 3%, dividends for the first fiscal year increased by 15 yen, and dividends increased by 15 yen for the current fiscal year. ■Takamatsu Construction Group [Tokyo Stock Exchange P] revised its previous fiscal year accounts upward by 9%. ■Yamato [Tokyo Stock Exchange S]'s current financial results increased 42% and dividends increased by 8 yen. ■Interspace [Tokyo Stock Exchange S] revised its current account for the first half of the year 57%, and the full year also increased. ■Prima Ham
Pursue high-growth companies! Fiscal Year Ending 25/3 [Increase in Sales and Profit] List <Special Feature on Growth Stocks> 5/7 Edition
As financial results announcements for the fiscal year ending March 31, '24 are in full swing, market attention is focused on the earnings forecast for the fiscal year ending 25/3, which will be announced at the same time. Demand for semiconductors is expected to recover this fiscal year, and it seems that there are many views that the upward trend in profit will continue, as domestic demand-related expansion is also expected against the backdrop of the penetration of price increases and an increase in inbound consumption due to depreciation of the yen. There is also growing interest in movements to strengthen shareholder returns aimed at improving capital efficiency.
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