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Oracle Corp Japan: Confirmation
Oracle Corp Japan: Half-year report - 40th period (2024/06/01 - 2025/05/31)
Rating information (investment determination changes - part 2) = Mizuho, Zensho Holdings, ETC
◎Tokai Tokyo Securities (three-tier system: outperform > neutral > underperform) Mizuho <8411.T> -- New "outperform", 4225 yen Ajinomoto <2802.T> -- "neutral" → "outperform", 5770 yen → 7790 yen Harmonic <6324.T> -- "neutral" → "outperform", 4360 yen → 4450 yen Natori <2922.T> -- "outperform" → "neutral", 2550 yen → 22.
GFA, Ise Chemical, Hokushin, etc.
A rebound after a turnaround. The second quarter financial results were announced last weekend, with an operating profit of 19.7 billion yen for the September to November period, a decrease of 0.7% compared to the same period last year, significantly slowing down from the 20.2% increase in the first quarter.
Oracle Corp Japan --- Bouncing back with a response, the profit growth rate for the September to November period slows down due to a reaction to last-minute demand.
A rebound has occurred. The second quarter financial results were announced last weekend, showing that the operating profit for the September to November period is 19.7 billion yen, a 0.7% decrease compared to the same period last year, significantly slowing down from the 20.2% increase in the first quarter. However, the first quarter experienced a rush of demand ahead of the price revision in September, so for the September to November period, it seems that the reaction has intensified due to software license sales. In the first half of the year, there was a 9.4% increase, which is in line with the consensus due to the expansion of cloud play.
Three key points to watch in the first half of the session - movements aimed at short-term price fluctuations in Australian Small/Mid Cap stocks.
In today's morning Trade, I would like to focus on the following three points. ■ Short-term price range targeting movements in Australian Small/Mid Cap stocks ■ Japan Oracle Corp, 2Q operating profit increased by 9.4% to 41.9 billion yen ■ Notable materials from the morning: Sumitomo Heavy, strategic investment of 10 billion yen in Niihama, new building with design consolidation for transport systems ■ Short-term price range targeting movements in Australian Small/Mid Cap stocks. On the 23rd, the Japanese stock market is likely to start slightly with Buy ahead, but it seems that the market will develop with a strong sense of stagnation. In the US market on the 20th, the Dow Jones Industrial Average was at 4.