Soft, with strong underlying pressure from long-term interest rates at home and abroad.
[Emerging markets individual stock strategy] Today, a sluggish trend is expected in the emerging markets. In the U.S. stock market on the 22nd, the dow inc fell slightly by $6.71 (-0.02%) to $42,924.89, following a small decline. Expectations of aggressive interest rate cuts receded and rising interest rates weighed on stock prices. On the other hand, positive economic indicators and an upward revision of domestic economic growth outlook by the International Monetary Fund (IMF) supported stock prices, with expectations of a soft landing. The nasdaq remained firm on expectations for high technology.
GRCS Shrinks Loss in Fiscal Q1-Q3
Toho, upward revision on 2/25, operating profit of 620 billion yen←55 billion.
Toho <9602> announced a revision of the financial estimates for the fiscal year ending February 2025. Operating revenue has been revised upward from 280 billion yen to 297 billion yen, and operating profit from 55 billion yen to 62 billion yen. In the main movie business, hits such as "Strange Family," "Detective Conan: The Five-Star Stories with a Million Dollar Tag," "Kingdom: The Return of the General," and "The Last Mile" have contributed, along with the unexpected success of the sequel from the previous consolidated fiscal year, "Haikyu!! Movie: The Battle of the Trash Dump," exceeding box office revenue expectations at over 11.5 billion yen. Additionally,
GRCS: Presentation of financial results for the 3rd quarter of the fiscal year ending 2024/11
GRCS: Summary of Financial Results for the 3rd Quarter of the Fiscal Year Ending 2024/11 [Japanese GAAP] (Consolidated)
TKP, Hio Den, Takashimaya, Toho (15th)
※The above calendar is subject to change due to company's convenience. ---------------------------------------October 15th (Tuesday) <135A> VRAIN <1401> mbs <1407> West HD <1418> Interlife <1430> 1st Corp <1434> JESCOHD <1887> Japan Land Development <198A>
Taimi, Yapri, etc. [emerging markets 5% rule]
<215A> Leos Capital Works Co., Ltd. Shareholding Ratio -% -> 5.02% Reporting Obligation Date 2024/08/30 <2586> Futtafuttaebo Fund (Evo Fund) Shareholding Ratio 35.71% -> 34.51% Reporting Obligation Date 2024/08/30 <4168> Yapuri Asset Management One Co., Ltd. Shareholding Ratio 5.42% ->
Insider decrases its stake in GRCS(9250.JP) to 35.08%
On Sep 6, 佐々木 慈和 and related parties submitted the Change Report to Ministry of Finance. The report shows that 佐々木 慈和 and related parties decreased their holdings in $GRCS(9250.JP)$, with their
GRCS Inc. Reports Increased Half-Year Sales and Profits
Will the trend of catching up with the revision be driven by a robust US stock market?
[Emerging Markets Stock Individual Strategy] A steady development is expected for today's emerging markets. On the US stock market on the last day of June 12, before the 3-day holiday of the Tokyo market, the Dow Jones Average was up 247.15 dollars (+0.62%). Although the June Producer Price Index (PPI) exceeded expectations, unexpected decreases in the University of Michigan consumer confidence index and expected inflation rates have strengthened expectations for a significant interest rate cut, pushing up stock prices. The Dow Jones Average on June 15th was up 210.82 dollars (+0.53%), reaching 40211.72 dollars for the fourth consecutive day.
Lawson's pre-tax profit for the first quarter increased by 2.9%, reaching ¥24.7 billion.
Lawson <2651> announced its first quarter performance for the February 2025 period, with operating revenue of 279.441 billion yen, an increase of 5.8% compared to the same period last year, and a pre-tax profit of 24.742 billion yen, an increase of 2.9% year-on-year. In the domestic convenience store business, sales of counter fast food, rice, bakery and desserts increased due to various sales promotion measures and increases in foot traffic. As for overseas business, foot traffic increased due to the overall recovery of the consumption market and an increase in foreign tourists.
GRCS: Confirmatory letter.
GRCS: Quarterly Report - 20th Quarter 2 (2024/03/01 - 2024/05/31)
GRCS: 2nd quarter financial results presentation material for November 2024.
GRCS: Financial results for the second quarter of fiscal year ending November 2024 [Japan standard] (consolidated)
Lawson, Bic Camera, QPS Research Institute, and Ryohin Keikaku (12th).
*The above calendar is subject to change based on the company's convenience. ---------------------------------------July 12 (Fri) <1377> Sakata no Tane <138A> Hikari Food Service <1401> mbs <1407> West HD <1418> Interlife <1430> 1st Corpo <1434> JESCO HD <156
7&iHD, Hisamitsu Pharmaceutical, Kintetsu Department Store, and First Retail (on the 11th).
※The above calendar is only a plan and may be subject to change due to company reasons. ---------------------------------------Thursday, July 11<1419>Tamahome <2303>Dōn<2305>Studio Alice <2337>Ichigo<2341>Albaito Thai <2698>Cando<2791>Daikokuten <3030>Car rims<3065>Life Who
Komeda, Maruzen, Shikaku, Yoshinoya HD (10 days)
※The above calendar is subject to change due to company scheduling. --------------------------------------- July 10th (Wednesday) <1376> Kaneko Seeds <2157> Koshidaka HD <2338> QuantumS <2653> Aeon Kyushu <2686> Geefoot <2687> CVS Bay <2735> Watts <2747> Kitao Lucky
Dip, Keishin, Nakakita Seisakusho, TAKARA & COMPANY (9th)
※The above calendar is just a plan and may be subject to change due to corporate reasons.---------------------------------------July 9th (Tue) <2379> Dip <2668> Tabio <2792> Honeys HD <2882> Eat and <2918> Warabe Nichiyoh <3222> USMH <3454> F Brothers <4173> WACUL <4735>
KG Information, Welcia HD, WNI weather, UNEXT (8th)
※The above calendar is only a plan and may be subject to changes due to the company's convenience. --------------------------------------- July 8th (Monday) <2408> KG Information <3141> Welcia HD <3148> Create SD <3236> Propast <3280> Estrasti <3353> Medi-ikko G <4825> WNI Weather <7811> Nakamoto Pack
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