Special ceramics, JR Kyushu, etc. (Added) Rating

Downgrade - Bearish code | Stock name | Securities company | Previous | After modification | ------|-----------|-------------|--------------|--------------|＜6432＞|Takeuchi Manufacturing | Morgan Stanley | 'Overweight' | 'Equal weight' | ＜7532＞|Pan Pacific HD | Macquarie | 'Underperform' | 'Neutral' | ＜9861＞|Yoshi

Fisco JapanJul 21 22:32 ET

Rating [security companies rating]

Rating downgrade - bearish code | Stock name | Securities company | Conventional | After change | ------ | ----------- | ------------ | -------------- | ----------------- | <6432> | Takeuchi Seisaku | Morgan Stanley | "Overweight" | "Equal-weight" | <9861> | Yoshinoya Holdings | Morgan Stanley | "Equal-weight" | "Underweight" |

Fisco JapanJul 21 20:23 ET

Investment strategy for July 16th [Today]

[FISCO featured stock] [Material Stock] Yoshimura Food Holdings <2884> ¥1,530 (7/12) Grouping food-related small and medium enterprises through M&A to grow the business. The results for the first quarter were announced. Operating profit was ¥1.197 billion (up 2.3 times from the same period last year). In addition to the organic growth of existing companies, revenue and profit increased due to the grouping of YS Foods and its subsidiaries. Operating profit for the fiscal year ending February 2025 was ¥2.744 billion (up 14.7% from the previous period).

Fisco JapanJul 15 20:02 ET

Pay attention to Yoshimura Food and Matsuya, while Interact and Daiwa are weak.

In the US stock market on the last day of the 3-day holiday in the Tokyo market on the 12th, NY Dow was up 247.15 dollars, and on the 15th yesterday it was up 210.82 dollars to 40,211.72 dollars. On the 12th, the Nasdaq composite index was up 115.04 points, and yesterday it was up 74.12 points to 18,472.57. The Chicago Nikkei 225 futures were down 80 yen from the Osaka day-to-day comparison to 41,090 yen. The exchange rate is 1 dollar = 158.00-10 yen. On today's Tokyo market, Telus Sky <3915> announced that its operating profit for the first quarter was 3 times higher than the same period last year.

Fisco JapanJul 15 19:15 ET

Lawson's pre-tax profit for the first quarter increased by 2.9%, reaching ¥24.7 billion.

Lawson <2651> announced its first quarter performance for the February 2025 period, with operating revenue of 279.441 billion yen, an increase of 5.8% compared to the same period last year, and a pre-tax profit of 24.742 billion yen, an increase of 2.9% year-on-year. In the domestic convenience store business, sales of counter fast food, rice, bakery and desserts increased due to various sales promotion measures and increases in foot traffic. As for overseas business, foot traffic increased due to the overall recovery of the consumption market and an increase in foreign tourists.

Fisco JapanJul 15 17:08 ET

Takeuchi Mfg: Quarterly report - Q1 of FY 63 (March 1, 2024 - May 31, 2024)

EDINETJul 12 02:29 ET · Announcements