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Sakai Shige Research Memo (5): The numerical targets in the important global strategy are for the fiscal year ending March 2026, with revenue of 30 billion yen and operating profit of 3.1 billion yen.
■Mid-term Growth Strategy Taiyo Heavy Industries Co., Ltd. <6358> announced its "Mid-term Management Policy" for the period from June 2021 to March 2026 as the final year. The ultimate goal is to "enhance corporate value and shareholder value," and to achieve this, they are promoting "business growth strategy" and "efficient capital strategy." Quantitative targets include achieving revenue of 30 billion yen, operating profit of 3.1 billion yen, and ROE of 8.0% for the fiscal year ending in March 2026, aiming to maintain a stable dividend payout ratio of 50%. Revenue
Sakai Shigeru Research Memo (2): The top manufacturer of road rollers in Japan with a domestic market share exceeding 70%.
■Company Overview Sakai Heavy Industries <6358> is a specialized manufacturer of road construction machinery, including road rollers for pavement, and is a top manufacturer with over 70% market share in Japan. In 1970, a joint venture was established in Indonesia, and the company has been expanding overseas from an early stage. As of the end of March 2024, there are 4 domestic subsidiaries and 4 overseas subsidiaries (2 in the usa, china, and indonesia). Regarding stocks, the company was listed on the second section of the Tokyo Stock Exchange (hereinafter referred to as the exchange) in 1964.
Sakai Heavy Research Memo (1): In the second quarter of the fiscal year ending March 2025, there will be a 37.4% decrease in operating profit compared to the same period last year, and the financial estimates for the full year have also been revised downw
■Summary Sakai Heavy Industries <6358> is a specialized manufacturer of road construction machinery, including road rollers for road paving. The domestic market share exceeds 70%, and in recent years, there has been a focus on developing overseas markets, particularly in North America and Southeast asia. 1. Overview of the results for the second quarter of the fiscal year ending March 2025. The consolidated results for the second quarter of the fiscal year ending March 2025 showed revenue of 14,385 million yen (a decrease of 14.3% compared to the same period last year), an operating profit of 1,231 million yen (down 37.4%), and ordinary profit of 1,178 million.
Three points to watch in the first half of the session – assessing the impact of nvidia's decline despite the positive sentiment from rising U.S. stocks.
In the morning session on the 26th, it is worth noting the following three points: - Pay attention to the impact of the rise in US stocks and the decline of Nvidia - Ricoh, upward revision on 25/3 from 52 billion yen to 61 billion yen - Points of interest in the morning session: Shimadzu Corporation, efficiency improvement in aircraft equipment production, aiming for a 20% cost reduction by the 2030 fiscal year - Pay attention to the impact of the rise in US stocks and the decline of Nvidia On the 26th, the Japanese stock market is likely to see a market development where the standoff intensifies after starting with buying momentum. On the 25th, the US market saw the Dow Jones Industrial Average rise by 440 points.
Shimadzu Corporation, Tsurumi Manufacturing Plant, etc.
Shimadzu Corporation <7701>: Efficiency improvement in aircraft components production, aiming for a 20% cost reduction by the end of 2030 (Nikkan Kogyo Front Page) - Tsurumi Corporation <6351>: Strengthening Tottori plant to double cast components, expanding in-house production for pumps (Nikkan Kogyo Front Page) - Dai-ichi Life Holdings <8750>: Dai-ichi Life Insurance revises the assumed exchange rate to reflect yen depreciation, following suit among major life insurers (Nikkan Kogyo Front Page) - Murata Manufacturing Co. <6981>: New mid-term plan announced, aiming for a revenue of over 2 trillion yen in the fiscal year 2027 (Nikkan Kogyo Page 3) - Japan Fine Ceramics Co. <5334>: Toshiba
Japan Machinery Orders Decline 2.9% in September