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Recruit Holdings has revised its 2025/3 operating profit upward to 488 billion yen from 442.7 billion yen.
Recruit Holdings <6098> announced a revision of its financial estimates for the fiscal year ending in March 2025. Revenue has been revised upward from 3 trillion 468.7 billion yen to 3 trillion 560 billion yen, and operating profit has been revised upward from 442.7 billion yen to 488 billion yen. The HR Technology business, centered around the US job search site "Indeed," is performing well, contributing to increased revenue per paid job advertisement. Matching & solutions such as the real estate site "SUUMO" and the beauty reservation site "Hot Pepper View Inc" are also contributing.
Happinet Sees FY Net Y6.60B
Happinet: Notice regarding revisions to earnings forecasts and revisions to dividend forecasts
Happinet: Supplementary material for the 3rd quarter financial results summary for the fiscal year ending March 31, 2025
Happinet: Summary of Financial Results for the 3rd Quarter Ending March 31, 2025 [Japanese GAAP] (Consolidated)
The focus stock at 10 o'clock = Capsule toys have significant growth potential overseas - Happinet.
I want to target the toy distributor Happinet <7552.T>. The company's capsule toy business is promising. According to industry groups, the market size of capsule toys (based on manufacturing shipments) expanded sharply to approximately 115 billion yen in fiscal 2023, which is 1.6 times the previous year. The company's domestic Share is high at about 60%, positioning it to benefit the most from Market growth. In October, it also expanded into the USA in collaboration with Bandai. It has completely established the know-how for operating and attracting customers to capsule toy specialty stores.