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RENOVA Sees Stable Growth in Renewable Energy Sales
Right-On, Warabe Nichiyo, Ion Delight, etc.
<7811> Nakamoto Pax 1687 +85 significant rebound. The company announced its first-half financial results the previous day, with operating profit reaching 1.56 billion yen, a 53.0% increase compared to the same period last year, significantly exceeding the previous financial estimates of 1 billion yen. As the first quarter was at a 6.9% increase level, the significant positive impact of the substantial upward revision took precedence. Increased orders in IT and industrial materials for smartphone purposes, as well as semiconductors, and strong sales of high-margin in-house products related to living materials also contributed to the favorable performance. The full-year forecast remains unchanged.
Hot stocks digest (morning session): Warabe Nichiyo, Ion Dilei, Appurikusu, etc.
AEON Financial Services <8570>: ¥1235 (-¥28) continues to decline. The company announced its first-half financial results the previous day, with an operating profit of 27.1 billion yen, up 33.8% from the same period last year. However, for the first quarter, it was 15.2 billion yen, up 65.9%, while for the June to August period, it was 11.9 billion yen, up 7.2%, indicating a slowdown in revenue. Excessive expectations for earnings growth seem to be somewhat receding. In the domestic business, the impact of rising interest rates has led to a decrease in gains from accounts receivable securitization, indicating a downward trend. It is also noted that there is an increase in revolving credit balances.
Nova Ltd. greatly declined, with domestic securities firms revising their performance estimates downward and lowering the target stock price.
Nova ltd <9519> has sharply declined. SMBC Nikko Securities continues its investment rating of "2" and has lowered the target stock price from 2850 yen to 1100 yen. The delay in the operation start of the biomass power plant, the impact of rising biomass fuel prices, and other factors have led to a downward revision of performance estimates. Additionally, considerations include dilution due to third-party allocation of shares to Tokyo Gas, as well as a reassessment of growth potential. The operating profit for the fiscal year ending March 2025 has been revised down from the previous estimate of 14.9 billion yen to 1.9 billion yen, approximately 5.5 billion yen consensus.
List of converted stocks (Part 2) [List of converted stocks for Parabolic Signal]
○ List of sell-convertible stocks Market Code Stock name Closing price S.A.R. on the Tokyo Stock Exchange main board <5406> Kobe Steel 1697 1778<5451> Yodogawa Steel 5500 5870<5480> Metallurgical Works 4505 4730<5563> Nitto Denko 307 318<5821> Hirakawa Hyute
Stocks that moved the previous day part1 include QPS Research Institute, Mitsukoshi Isetan, Laser Tech, etc.
Chiba Kogyo Bank <8337> 1039 +1025 announced an upward revision of its financial estimates for the first half of the fiscal year ending March 2025. Minato Holdings <6862> 715 +29 announced a share buyback of up to 2.0% of the issued shares. Yamau Holdings <5284> 1769 +4225 announced an upward revision of its financial estimates for the first half of the fiscal year ending March 2025. Hellos <2742> 4190 -165 saw a 14.0% increase in operating profit in the previous period, down from the 20.4% growth in the first quarter. Daiken <5900>
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