BOJ Seeks More Rate Hikes but Not in Rush, Deputy Governor Says -- 2nd Update
<Today's individual materials> Takachiyo, JTEC, IMAGIC, Marumae ETC (announced on the 4th)
▽ Takachiho <8225.T>, entered into a business partnership agreement with Asia Investment <8518.T> ▽ JTEC <3446.T>, received large orders for ultra-high precision X-ray mirrors "OsakaMirror" totaling about 300 million yen from the hard X-ray free electron laser facility in Shanghai, China ▽ IMAGIC <6879.T>, revised downward the consolidated net profit Financial Estimates for the fiscal year ending March 2025 ▽ Marumae <6264.T>, revised upward the standalone performance Financial Estimates for the cumulative second quarter of the fiscal year ending August 2025 (September 2024 - February 2025) ▽ Uchida Yo <80>
Top Culture: Financial Report - 40th Term (2023/11/01 - 2024/10/31)
Top Culture: Confirmation
Top Culture: Extraordinary Report
As soon as the news of Japan easing tourist visas for people from China was released, local retail travel stocks surged immediately.
① The Japanese Foreign Minister, Toshimitsu Motegi, announced the relaxation of visa requirements for Chinese tourists to Japan, expected to be implemented in spring 2025. ② After the announcement, retail and tourism-related stocks in Japan rose, with J. Front Retailing Co. soaring by 8.38%, while Isetan Mitsukoshi Holdings and Takashimaya increased by 6.98% and 3.69%, respectively.
Earth Chemical ETC [buy demand for next week]
[Expected Buy Demand for Next Week (Table)] Code; Stock Name; Stock Price Impact; Buy Demand; Credit Ratio; Closing Price; Daily Change <7925>; Pawasa Chemical; 387%; 98,400; 0.04; 1,741; 1 <9046>; Kobe Electric Railway; 181%; 36,600; 0.21; 2,263; -21 <2404>; Iron Man; 148%; 6,500; 1.44; 419; 0 <4985>; Earth Pharmaceutical; 132%; 64,000; 0.25; 5,570; 0 <8275>; Forval; 121
3D matrix ETC [stocks with appeal seen from Volume changes]
Closing prices of the stocks and their changes in Volume *<7640>* Top Culture 146114121400 *<9556>* INTLOOP 6200790505600 *<6599>* Eblen 225526241900 *<3841>* GDat 1425135126600 *<1430>* 1st Corp 83433143900 *<7777>* 3D Matrix 11975646500 *<7379>* Circu 6522253700 *<4446>* Link-U G50240
Stocks that moved the previous day part2: Timee, Heartseed, N.C.N, ETC.
Stock Name <Code> Closing Price on the 13th ⇒ Change from the previous day Kurazushi <2695> 3140 -115 Continuing to view negatively the abolition of the shareholder benefit system, IHI <7013> 8278 -452 Cautious views regarding defense tax increase have been conveyed. Omron <6645> 4892 -292 There seems to be a sense of completion regarding expectations for China’s policy moves. Kawasaki Heavy Industries <7012> 6410 -214 Major defense-related stocks are generally under selling pressure. Mitsubishi Heavy Industries <7011> 2291.5 -98.5 Core defense-related.
Rakusuru, Kamakura Shinsho, Oji HD, etc.
Seibu HD (9024) rose significantly by 89 to 3199. A basic agreement was signed regarding the liquidity of Tokyo Garden TELUS Kioicho, along with revisions to financial estimates and dividends, and the announcement of a share buyback. The operating profit estimate for the fiscal year ending March 2025 has been raised from the previous estimate of 45 billion yen to 289 billion yen, and the annual dividend has also been increased from the previously planned 30 yen to 40 yen. Additionally, a share buyback of 28 million shares, accounting for 8.66% of the issued shares, with a maximum limit of 70 billion yen was announced. The direction is considered priced in, focusing on shareholder returns.
Stocks that moved or were traded in the first half of the session.
*Raksul <4384> 1310 +204 Significant profit increase in the first quarter and the implementation of a Share Buyback are viewed positively. *Oji Holdings <3861> 614.2 +56.1 The announcement of a large-scale Share Buyback is well received. *Bandai Namco Holdings <7832> 3551 +209 'ELDEN RING NIGHTREIGN' will be released worldwide simultaneously in 2025. *Anycolor <5032> 2546 +142 Positive outlook continues for the first half financial results. *Mitsui High-tec <696
Top Culture --- significant continued rise, outlook for operational profit turnaround this term seen as a positive buying factor.
Top Culture <7640> has significantly continued to rise. The company announced its financial results for the fiscal year ending in October 2024 the previous day. Operating profit and loss showed a deficit of 0.5 billion yen, improving by 0.3 billion yen compared to the previous period, but it was lower than the plan of a 0.4 billion yen deficit. The previously undecided Dividends have also fallen to zero. On the other hand, the operating profit and loss for the fiscal year ending in October 2025 is expected to recover to a profit of 0.13 billion yen, which seems to be a positive buying factor. It seems to anticipate improved profitability due to numerous event hold and strengthened cooperation with group subsidiaries.
December 13 [Today's investment strategy]
[FISCO Selected Stock]【Material Stock】Raksul <4384> 1106 yen (12/12) operates a printing and advertising sharing platform called "Raksul." The first quarter financial results have been announced. The operating profit is 0.972 billion yen (up 79.7% year-on-year). The operating profit for the fiscal year ending July 2025 is estimated to be between 3.2 billion and 3.7 billion yen (up 26.8% to 46.6% compared to the previous term). Additionally, a Share Buyback will be implemented, with a maximum of 0.7 million shares corresponding to 1.20% of the outstanding Stock, amounting to 0.7 billion yen.
Pay attention to Rakusuru and Seibu HD, while Cell Source and Seer Inc may be weak.
In the US stock market on the 12th, the Dow Jones Industrial Average fell by 234.44 points to 43,914.12, the Nasdaq Composite Index decreased by 132.05 points to 19,902.84, and the Chicago Nikkei 225 Futures dropped 145 yen compared to the Osaka daytime to 39,665 yen. The exchange rate is 1 dollar = 152.60-70 yen. In today's Tokyo market, Raksul <4384> announced a Share Buyback with a limit of 1.20% of outstanding shares due to an operating profit increase of 79.7% in the first quarter and the sale of "Tokyo Garden TELUS Kioicho" and performance forecasts.
Seibu Holdings revised upwards on March 25, operating profit of 289 billion yen from 45 billion yen.
Seibu Holdings <9024> announced a revision of its business forecast for the fiscal year ending March 2025. Revenue is adjusted upwards from 494 billion yen to 898 billion yen, and operating profit from 45 billion yen to 289 billion yen. With the liquidity of the Tokyo Garden Terrace Kioicho, the outlook significantly exceeds the previously announced figures. 【Positive Evaluation】 <7640> Top Culture full-year | <3458> Seer Inc half-year <9024> Seibu Holdings revision | <5134> POPER full-year <5218> Ohara full-year | <7673> Dai Co.
Top Culture: Notice regarding dividends from surplus (year-end dividend, no common stock dividend)
Top Culture: Supplementary financial results for the fiscal year ending 2024/10
Top Culture: Summary of financial results for the fiscal year ending 2024/10
Top Culture Co FY Loss Y717.00M Vs Loss Y1.38B
Top Culture Co Sees FY Loss Y140.00M