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Clay Miao Research Memo (3): Product development focused on key categories.
■ Business Overview 3. Commodity ETF Strategy: Sekiseido <7819> aims to be the "No. 1 manufacturer in the niche areas of beauty and health," and as part of its Commodity ETF strategy, focuses on enhancing the brand value of "Sekiseido" and setting priority categories for product development and strengthening product capabilities as a basis for promoting the development and expansion of its in-house planned products (including OEM). The facial cleansing brush "Rich Whip" series, launched in 2015, has surpassed cumulative sales of 1 million units by 2019 in the facial cleansing brush market.
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.
Mitsubishi Paper ETC [Attractive stocks seen from the change in Volume]
Stock closing prices compared to the previous day with Volume *<8138> Sankyo Kasei 455034548100 *<3933> Chiel 65079283600 *<2721> JHD 16117978900 *<6217> Tsudakoma 36025138800 *<3864> Mitsubishi Paper 540693773900 *<8940> Intellex 85038443300 *<5588> First A 1634142203600 *<7036> EM Net J 827862400 *<220
Stocks that moved the previous day part1 TrueData, Market Overview Enterprise, Honda Motor Co., Ltd. ETC.
Stock Name <Code> Closing Price on the 24th ⇒ Change from the previous day Nishimatsuya Chain <7545> 2369 +112 December same-store sales increased by 9.3%, expanding from a 0.5% increase in November. Interlix <8940> 850 +38 Upper revision of performance forecast for the first half. PSS <7707> 230 +13 Considering the establishment of a joint venture with a Chinese company engaged in biotechnology reagents and medical equipment technical consulting ETC. Tsudakoma <6217> 360 +25 Revised net profit forecast for the fiscal year ending November 2024 upwards, revenue.
Juroshin SBI Net Bank, Mitsubishi Paper, Honda, ETC.
＜7163＞ Sumishin SBI Net Bank 3880 +80 significantly continues its rise. Jefferies Securities has started coverage on two online banks, rating this bank as "buy" with a Target Price set at 4700 yen. Online banks can reduce branch costs, so they are expected to maintain an edge over traditional banks. Additionally, as a frontrunner in BaaS, the potential for significantly expanding this service is valued higher than Rakuten Bank.
Shimamura and others continue to rank, with operating profit declining in the third quarter, but the strong monthly performance in December is being evaluated.
Shimamura <8227> is ranked (as of 14:32). It has significantly continued to rise. The day before, it announced its third-quarter results, with an operating profit of 15.2 billion yen for the September-November period, a 2.1% decrease compared to the same period last year. On the other hand, the monthly trends announced at the same time show that same-store sales increased by 14.9% compared to the same month last year, marking double-digit growth for the first time in 16 months. Sales of winter items have been favorable due to lower temperatures, which seems to lead to expectations for the fourth-quarter performance. Volume change rate ranking [December 24, 14:32.
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