Asia Investment Research Memo (3): For the fiscal year ending March 2025, a profit turnaround is expected through the sale of stocks and projects.
3. Conclusion of a Strategic Business Partnership (2) Growth Partners is an investment company engaged in investment and hands-on support services, dealing not only with venture investments but also with investments in publicly listed companies and buyout projects. In the formation of the fund that the company is planning, it aims to combine its operational skills with Growth Partners' expertise in selecting investment targets and providing hands-on support to investee companies to pursue the fund's performance.
Stocks with attractive characteristics seen from volume changes, such as GameWith, etc.
Stock closing prices volume comparison * <2721> JHD 178,271,397,100 * <4308> J Stream 36,629,970,400 * <6552> GameWith 24,550,692,050 * <8166> Takakyu 13,342,800,800 * <4777> Gala 24,850,372,400 * <7919> Nozaki printing 1,526,202,400 * <9307> Sugimura Warehouse 6,184,272,800 * <5820> Mitsuboshi 9,427,449,900 * <1964> Chugairo 29
Driven by the weak yen, the consumer spending of tourists visiting Japan in the first 9 months has reached a new high.
①Driven by the weakness of the Japanese yen, Japan's tourism industry is extremely hot in 2024; ②Data shows that as of September, international tourists spent 5.86 trillion yen in Japan (equivalent to 39.27 billion US dollars); ③This exceeded the consumption record of 5.3 trillion yen set for the full year of 2023.
Stocks that moved the previous day part1 include Nishikawa Rubbers, Progrit, Ion, etc.
Company Name <Code> 10-day closing price ⇒ Previous day comparison Nishikawa Rubber <5161> 1913 +145 The first quarter operating profit is 2.4 times higher than the same period last year. Echo TD <7427> 952 +65 Although the operating profit for the first half decreased by 18.9%, the dividend estimate for the period ending in February 2025 was revised upward. Tempnanya S <9846> 999 +16 Although the operating profit for the first half increased by 24.9%, it led to buying in advance but formed a long shadow candlestick. ABC Mart <2670> 3094 +325 The performance forecast for the fiscal year ending February was revised upward, leading to a rise at the opening but the buying did not continue.
Active and newly established stocks in the afternoon session.
*Nishikawa Rubber <5161> 1913 +145 The operating profit for the first quarter was 2.4 times higher than the same period last year. *Echo TD <7427> 952 +65 The first half operating profit decreased by 18.9%, but the dividend forecast for the fiscal year ending February 25 is raised. *Temma-ya S <9846> 999 +16 The first half operating profit increased by 24.9%, leading to buying in advance but with long shadow candlesticks. *ABC Mart <2670> 3094 +325 The earnings forecast for the fiscal year ending February is raised, starting with an uptrend but not continuing to buy. *TakaQ <8166>
October 10th [Today's Investment Strategy]
[FISCO Selected Stocks] [Material Stocks] Nishikawa Rubber Industry <5161> 1,768 yen (10/9) Engaged in automotive seal materials, residences, civil engineering, cosmetics related products, etc. The first quarter financial results were announced. Operating profit was 21.13 billion yen (2.4 times higher than the same period last year). Profit increased due to the increase in automobile production in North America and the effect of the weak yen. The operating profit for the fiscal year ending March 2025 is expected to be 5.5 billion yen (16.1% decrease from the previous period). Although a decrease in full-year profit is expected, the progress rate for the first quarter is 38.
Takakyu---Awareness of the year-to-date high level on July 12th is being considered.
Continuing a gradual rebound, the market temporarily recovered to levels not seen since mid-July the day before. In the Ichimoku Cloud, it has exceeded the upper limit and the lagging span continues to show upward cigna corp. It seems that the cloud upper limit, fluctuating around 148 yen, will function as resistance, raising awareness of breaking the year-to-date high of 201 yen on July 12th.
Pay attention to Mitsui Chemicals and Rissho mainland education, are Aeon and Ion Fan weak?
In the U.S. stock market on the 9th yesterday, the Dow Jones Industrial Average rose by 431.63 points to 42,512.00, the Nasdaq Composite Index rose by 108.70 points to 18,291.62, and the Chicago Nikkei 225 futures rose by 375 yen to 39,665 yen compared to the previous day in Osaka. The exchange rate is 1 dollar = 149.30-40 yen. In today's Tokyo market, Three Five Chemical <7888> achieved a 2.6-fold year-on-year increase in operating profit for the first quarter, Mainland Education <4714> saw a 39.9% increase in operating profit for the first half, and a 6.9% decrease in operating profit for the first half of
Aeon, 2Q operating profit decreased by 16.2% to 98.6 billion yen
Aeon <8267> announced its financial results for the second quarter of the fiscal year ending in February 2025, with operating revenue increasing by 6.1% year-on-year to 4 trillion 999.4 billion 35 million yen, and operating profit decreasing by 16.2% to 98.6 billion yen. Regarding operating profit, the comprehensive financial business saw improved capital profitability due to an increase in high-yield operating debt balances, the developer business experienced an increase in rental income due to expansion and renewal effects, and the service/specialty store business, where all listed subsidiaries saw improved profitability.
Taka-Q: Confirmatory letter.
Taka-Q: Half-Year Report - Term 76 (2024/03/01-2025/02/28)
Taka-Q: Notice regarding revisions to full-year earnings forecasts
Taka-Q: Supplementary financial information for the 2nd quarter (interim period) of the fiscal year ending February 2025
Taka-Q: Presentation of financial results for the 2nd quarter of the fiscal year ending February 2025
Taka-Q: Summary of financial results for the 2nd quarter (interim period) of the fiscal year ending February 2025 [Japanese GAAP] (unconsolidated)
Welcia HD, Nextage, Ichibanya, Life Corp (7th)
※Please note that the above calendar is a schedule and is subject to change depending on the company's circumstances. ---------------------------------------October 7th (Mon) <3141>Welcia HD <3148>Create SD<3186>Nextage <3353>Medi-First Light G<4430>Tokai Soft <4992>Hokushokuka<7630>Ichiban-ya <7730>Many<819
Taka-Q: Interim report
Volume change rate ranking (9 o'clock) - Arent, Takashima and others are ranked.
In the volume change rate ranking, you can understand the interest of market participants in the trend of the selection and other factors by comparing the average volume of the past five days with the volume on the day of delivery. In the top volume change rate [as of 9:33 am, August 9th] (compared with the average volume of the past five days), stock code stock name volume average volume of the past 5 days volume change rate stock price change rate <6855> electronic materials 857700 107,185.08 149.61 % -0.015.
Volume change rate ranking (10 o'clock) ~ Personnel Group, Kyudenkou and others ranked in.
*In the volume change rate ranking, by comparing the average volume of the last 5 days and the volume on the delivery day, we can understand the participants' interests in market trends and other factors. *Top volume change rate [as of 10:33 on July 30] (comparison of average volume for the last 5 days) Code / Company Name / Volume / 5-day Average Volume / Volume Change Rate / Stock Price Change Rate <2168> Pasona G 901700 392054.66 178.36% 0.13
Volume change rate ranking (9:00 am) ~ Kintetsu Hyaku, Nakamuraya, etc. ranked in.
In the volume change rate ranking, comparing the volume of the past five days with the volume on the day of delivery allows us to understand the market participants' interests, such as the trend of seeking. ■ Volume change rate top [as of July 12, 9:32] (comparison of average volume over the past five days) Stock code Stock name Volume 5-day average volume Volume change rate Stock price change rate <4102> Maruo Calcium 100 107185.08 400% 0% <3138> Fuji