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Yamada Denki Research Memo (4): A consumer electronics retailer with a strength in service expansion based on the Osaka region's strong ties to the local community (3)
■Company overview of Joshin Denki <8173> (2) Sales revenue by product category. Looking at the sales revenue ratios by product category for the second quarter of the fiscal year ending March 2025, audio-visual equipment such as televisions and audio systems accounts for 9.2%, home appliances mainly consisting of white goods like air conditioners and refrigerators constitutes 43.3%, information communication equipment, including computers and their peripherals, as well as smart phones, makes up 22.5%, and others represent 25.1%. It should be noted that the largest composition within others consists of gaming, models, toys, and music.
Nojima: Interim report
Nojima: Confirmation letter
Nojima: Semi-Annual Report - Term 63 (2024/04/01 - 2025/03/31)
Three points to focus on in the morning session ~ After the buying spree, the market development remains in a stalemate ~
In the morning trading on the 12th, the following 3 points should be noted.
Tokai Rika, Iriso Denko, etc.
Tokai Rika <6995>: Expansion of DX for mold, cost reduction through design automation (Nikkan Kogyo front page) - ○ Futokoro <6474>: Introducing vacuum degreasing equipment, reducing power consumption by half with high-efficiency heat pump (Nikkan Kogyo front page) - ○ Chinese Electrical Utilities <9504>: Shimane Unit 2 to restart operation for the first time in 13 years on the 7th of next month (Nikkan Kogyo page 3) - ○ Nojima <7419>: Acquiring VAIO subsidiary, expanding B-to-B business (Nikkan Kogyo page 3) - ○ Tohoku Electrical Utilities <9506>: Unit 2 of Onagawa Nuclear Power Plant to start commercial operation by the end of the year, thorough implementation of measures to prevent recurrence
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