5471 Daido Steel
- 1405.5
- -21.5-1.51%
Daido Steel News
Ayro Inc group, Pool Corp, etc. (Part 1)
<1820> Nishimatsu Construction Co., Ltd., Mizuho Bank, Ltd. shareholding ratio 6.23% → 8.43% obligation to report on July 15, 2024 <2181> Persol Holdings Co., Ltd., T. Rowe Price Japan Co., Ltd. Shareholding ratio 8.51% → 8.97% Obligation to report on July 12, 2024 <2229> Calbee, Inc., T. Rowe Price Associates, Inc.
Daido Steel Enhances Investor Engagement Globally
Three points to watch in the morning session ~ Strong market development led by high-tech ~
In the morning of the 11th trading day, we want to focus on the following three points: Strong market development led by high-tech, 182.0% increase in Saizeriya's Q3 operating profit to 10 billion yen, and focus on materials in the morning: Saifuse, 3D cell freezing without injury, Iwatani Industrial Co., Ltd. and new technologies for regenerative medicine Strong market development led by high-tech On the Japanese stock market on the 11th, a strong market development led by high-tech is expected while being cautious about overheating. On the US market on the 10th, the NY Dow was up 429 dollars and the Nasdaq was up 218.
List of brand materials from newspapers such as Cipher and Baiyang House.
*Cyfuse <4892> - New technology that freezes cells without causing damage, in collaboration with Iwatani Industrial, for use in regenerative medicine (Nikkan Kogyo 3rd page) - ○ *KDDI <9433> - Entering the rechargeable battery market in the second half of next fiscal year with large-scale facilities in Tochigi in collaboration with TEPCO (Nikkan Kogyo 3rd page) - ○ *Panasonic HD <6752> - Expanding building facility management and security with EW Networks to increase revenue to 1.2 times in FY27 (Nikkan Kogyo 3rd page) - ○ *Japan Animal Referral Medical Center <6039> - Collaborating with Aioi Nissay Dowa Insurance and Navitime to develop a dog walking app (Nikkan Kogyo
Xiaogongmen Capital, Metallurgical Workers, Precision Discharge, etc.
<6963> ROHM increased significantly by 81.5 points. Today, major electronic component stocks are generally showing strong movements, and the same effect is also strengthening in the company. In addition, at SMBC Nikko Securities, although the target stock price has been lowered from 3875 yen to 2600 yen, the investment rating is still "1". On the valuation side, it is said to be at a low level both in comparison to the past and in comparison to competitors, and with the increase in SiC, the performance is expected to recover from the bottom in March 2025.
Hot stocks digest (morning session): Kasumigaseki Capital, Yakin Kogyo, IIJ etc.
Datong Special Steel <5471>: fell to 1471.5 yen (-25 yen). Daiwa Securities downgraded its investment rating from "2" to "3" and lowered its target stock price from 1800 yen to 1600 yen. The improvement in profit levels due to the shift to high value-added varieties is reflected in the stock price, and it is expected that efforts to improve capital efficiency, including expanding shareholder returns, will be strengthened in addition to performance trends, including expanding sales of stainless steel for semiconductor equipment and recovering sales of special steel. The new Middle Schedule is the expansion of investment.
Datong Special Steel fell and domestic securities downgraded it, stating that capital efficiency improvement measures will be necessary in the future.
Datong Special Steel <5471> fell. Daiwa Securities downgraded its investment rating from "2" to "3", and also lowered its target stock price from 1800 yen to 1600 yen. The improvement in profit levels due to the shift to high value-added varieties has been reflected in the stock price, and in the future, attention is said to be focused on the business performance trend, including the expansion of sales of stainless steel for semiconductor equipment and the recovery of sales volume of special steel, as well as efforts to improve capital efficiency through expansion of shareholder returns. The new mid-term plan is said to focus on expanding investment while improving capital efficiency.
NOEVIR Holdings, Mitsubishi MA, etc. (added) Rating.
Upgrade - Bullish code | Stock Name | Securities Company | Formerly | After change | ------ | --------------- | -------- | ------- | -------- | <5480> | Metallurgical | Daiwa | "3" | "2" | Downgrade - Bearish code | Stock Name | Securities Company | Formerly | After change | ------ | --------------- | -------- | ----
Three Points to Watch in the Morning Session: Micro's decline may have an impact, but there is strong buying interest on the dips.
In the morning of the 27th trading, the following three points deserve attention: ■ The push to buy dips is still strong despite the impact of Micron's decline. ■ Da Tong Special Steel's operating profit in the March 24/3 quarter decreased by 15.5% to 42.2 billion yen, and financial estimates for the March 25/3 quarter increased by 13.6% to 48 billion yen. ■ Attention materials in the morning: SCREENHD developed two-dimensional optical phase modulation equipment for the 26th year, and it will be applied to satellite communications "terabyte". The Japanese stock market on the 27th is expected to have a dominant market trend of profit-taking that cools down the overheated market.
Datong Special Steel's operating profit in March 2024 decreased by 15.5% to 42.2 billion yen, and is expected to increase by 13.6% to 48 billion yen in March 2025.
The performance for the fiscal year ending in March 2024 announced by Datong Special Steel <5471>, the sales revenue decreased 0.1% compared to the previous year, totaling JPY 578.564 billion, and operating profit decreased 15.5% to JPY 42.25 billion. The sales revenue and operating profit for the fiscal year ending in March 2025 are planned to increase by 3.7% to JPY 600 billion and 13.6% to JPY 48 billion, respectively, exceeding the consensus (about JPY 47 billion). [Positive] <4187> Daiyuu Organic | Revised | <8095> Astena HD | Revised <5471>
Daido Steel's Attributable Falls Over 15% in Fiscal Year 2024
Daido Steel: Fiscal year ending March 2024 - Short Message on Consolidated Financial Results [IFRS]
Daido Steel Sees FY Net Y33.00B
Daido Steel: Extraordinary Report
Daido Steel: Confirmation letter
Daido Steel: Securities Report - 100th period (April 1, 2023 - March 31, 2024)
Three points to watch in the morning session: targeting dips from expectations of a US interest rate cut by year-end.
In the morning trade of the 7th, the following three points should be noted: ■Buy on dip from expected interest rate cut in the USA.■Ein HD, 24/4 operating profit increase by 27.7% to 20.4 billion yen, 25/4 expected to decrease by 12.9% to 17.8 billion yen.■Focus of morning session: Amada, Indian components for plate processing machines, procurement cost reduced by 40%.■Buy on dip from expected interest rate cut in the USA. On the 7th, the Japanese stock market is expected to be in a deadlock. In the US market on the 6th, the Dow Jones Industrial Average rose by 78 dollars and NASDAQ
List of stock information from newspapers such as Amada and Tomita.
*Amada <6113>: Indian-made components for sheet metal processing machines, procurement costs reduced by 40% (Nikkan Kogyo front page) - ○*Tomita <8147>: First M&A, entering into maintenance of machine tools (Nikkan Kogyo front page) - ○*Panasonic HD <6752>: Panasonic Energy increases production of on-board batteries in the US, expanding supply to Japan (Nikkan Kogyo page 3) - ○*KDDI <9433>: JCOM's new medium-term plan, sales revenue of over 1 trillion yen in FY27, FTTH penetration rate of 50% (Nikkan Kogyo page 3) - ○*Suzuki <7269>: Inspection by the Ministry of Land, Infrastructure, Transport and Tourism,
Towards tomorrow's stock exchange rate = how to read growth stock depreciation before US NVIDIA financial results
The Nikkei Stock Average continued to fall to 38,617 yen 10 yen, which is 329 yen 83 yen cheaper than the previous business day in the Tokyo stock market on the 22nd. As the mood spread ahead of the financial results announcement of NVIDIA ＜NVDA＞ in the early morning of the 23rd Japan time, semiconductor-related stocks such as Tokyo Electron, Advantest, and Lasertech became depreciated across the board, and sales for the purpose of inflation adjustment became dominant for main stocks in general.
Resonac, Kakaku.com, etc. (added) Rating
Downgrading-Bearish Code | Stock Name | Securities Company | Conventional | After Change |------|-----------------|----------|--------|--------|＜4041＞|Nisso | Daiwa | “2” | “3” |Target Stock Price Change Code | Stock Name | Securities Company | Traditional | After Change |------|-----------------|--------
Analysis
Price Target
No Data
