9831 Yamada Holdings
- 432.0
- -1.0-0.23%
Yamada Holdings News
Yamada Holdings: Interim Report
Yamada Holdings: Securities Report - 47th Period (April 01, 2023 - March 31, 2024)
Yamada Holdings: Confirmation Letter
Sekisui House, Rakuten Group, etc. (additional) Rating
Upgrade to bullish code | Stock name | Securities company | Previously | After change | ------ | --------------- | ---------- | ------------- | --------- | <4578> | Otsuka HD | GS | "Hold" | "Buy" | Downgrade to bearish code | Stock name | Securities company | Previously | After change | ------ | ---------------
Up-to-date Electronics Research Memo (3): a home appliance store with a strong emphasis on locally based services in Osaka.
Company Overview 2. Business content, market trends, and competitive comparisons Shin-denki <8173> has become a single business of retail trade in consumer electronics and related services. In this report, we would like to discuss sales channels, revenue by product category and prefecture, and store opening strategy, as well as the differences with other major electronics retailers. (1) Sales channels (Response to the consumer electronics e-commerce market) When looking at the revenue by sales channel for the company's fiscal year ending March 2024, in-store sales accounted for 82.1%, and internet sales accounted for 16.
ALSOK, JT, etc. (additional) Rating
Target Stock Price Change Code | Stock Name | Securities Company | Conventional | After Change |------|---------|---------|---------|<2331＞|ALSOK | Nomura | 890 yen | 965 yen |＜2914＞|JT | Yamato | 3700 yen | 4100 yen |＜3099＞|Mitsukoshi i
26 Companies with Increased Sales and Profits and Low PER that Can Be Purchased for 100,000 Yen or Less [Prime] ＜Special Feature on Undervalued Stocks＞
There is a high level of interest among individual investors in stocks that can be invested with a small amount of capital. Two major internet securities companies, SBI Securities and Rakuten Securities, have launched free trading fees for stocks, so investors can buy and sell without worrying about fees. Stocks with a low minimum investment amount (stock price x trading unit) have advantages such as being able to purchase a larger number of shares compared to stocks with high stock prices even with the same budget, and the timing of purchases and sales can be distributed.
Insource, Charm Care, Yokogawa Electric, etc.
＜9107＞ Kawasaki Ships 2194.5 +29.5 continued significant increase. Financial results for the fiscal year ending 2014/3 were announced the day before, and ordinary profit was 135.8 billion yen, down 80.3% from the previous fiscal year, landing on the conventional company plan line. The fiscal year ending 25/3 is 135 billion yen, which is expected to decrease 0.6% from the same period, and the annual dividend will be 85 yen compared to the 83.33 yen previously anticipated. The implementation of a stock buyback with an upper limit of 100 billion yen due to off-site transactions was also announced. Note, the mid-term ordinary income target value was revised upward, and during the period
Volume change rate ranking (13:00) ~ Yamazaki, Lintec, etc. rank
* In the volume change rate ranking, it is possible to know the interest of market participants, such as shopping trends, by comparing the average turnover for the last 5 days with the turnover on the day of distribution. ■Top volume change rate [as of 5/8 13:32] (last 5 day average volume comparison) code ⇒ stock ⇒ turnover ⇒ 5 day average volume ⇒ volume change ratio ⇒ stock price change rate ＜7256＞ Kasai Takumi 6288200 59690.22 352.78% 0.1004% ＜6062＞ cha
Featured Stock Digest (front field): Insource, Charm Care, Ricoh, etc.
Yamada HD ＜9831＞: A sharp drop of 432.6 yen (-17.5 yen). Financial results for the fiscal year ending 24/3 were announced the day before. Operating profit was 41.5 billion yen, down 5.8% from the previous fiscal year, but it was already revised downward on 4/15. Meanwhile, the fiscal year ending 25/3 is 48.2 billion yen, which is expected to increase 16.2% from the same period, and the consensus is slightly higher than 1 billion yen. It seems that they are mainly expecting a recovery in the housing and construction segment. While the company's guidance is on a relatively bullish trend, what is the fluctuation compared to consensus
Yamada HD --- drastic decline, this fiscal year's guidance is improving, but there is little positive response
Yamada HD (9831) fell drastically. Financial results for the fiscal year ending 24/3 were announced the day before. Operating profit was 41.5 billion yen, down 5.8% from the previous fiscal year, but it was already revised downward on 4/15. Meanwhile, the fiscal year ending 25/3 is 48.2 billion yen, which is expected to increase 16.2% from the same period, and the consensus is slightly higher than 1 billion yen. It seems that they are mainly expecting a recovery in the housing and construction segment. While the company's guidance is on a relatively bullish trend, the consensus ratio fluctuation is limited, and there is a positive response
Nintendo's 24/3 operating profit increased 4.9% to 528.9 billion yen, 25/3 forecast decreased 24.4% to 400 billion yen
The financial results for the fiscal year ending 2024/3 announced by Nintendo ＜7974＞ were sales of 1.671,865 billion yen, up 4.4% from the previous fiscal year, and operating profit of 528.941 billion yen, up 4.9% from the same period. As for the financial results for the fiscal year ending 2025/3, we plan that sales will decrease 19.3% from the previous fiscal year to 1.35 trillion yen, and operating profit will decrease 24.4% to 400 billion yen. Sales related to the main engine “Nintendo Switch,” which has reached its 8th year of sale, will slow down. It falls below consensus (about 490 billion yen). [Positive Assessment] <61
Check out the disclosed information for [Tomorrow's Good and Bad Materials]! (Announced on 5/7)
[Good news] ---- ---- ■Maruha Nichiro [Tokyo Stock Exchange P] Current account profit increased by 3%, dividends for the first fiscal year increased by 15 yen, and dividends increased by 15 yen for the current fiscal year. ■Takamatsu Construction Group [Tokyo Stock Exchange P] revised its previous fiscal year accounts upward by 9%. ■Yamato [Tokyo Stock Exchange S]'s current financial results increased 42% and dividends increased by 8 yen. ■Interspace [Tokyo Stock Exchange S] revised its current account for the first half of the year 57%, and the full year also increased. ■Prima Ham
Pursue high-growth companies! Fiscal Year Ending 25/3 [Increase in Sales and Profit] List ＜Special Feature on Growth Stocks＞ 5/7 Edition
As financial results announcements for the fiscal year ending March 31, '24 are in full swing, market attention is focused on the earnings forecast for the fiscal year ending 25/3, which will be announced at the same time. Demand for semiconductors is expected to recover this fiscal year, and it seems that there are many views that the upward trend in profit will continue, as domestic demand-related expansion is also expected against the backdrop of the penetration of price increases and an increase in inbound consumption due to depreciation of the yen. There is also growing interest in movements to strengthen shareholder returns aimed at improving capital efficiency.
Yamada Holdings: Summary of Financial Results for the Fiscal Year Ending March 31, 2024 [Japanese GAAP] (Consolidated)
Yamada Holdings Sees FY Net Y28.20B
JFEHD, Yokogawa Electric, Nintendo, Kawasaki Ships (7 days)
*The above calendar is just a schedule and is subject to change due to company circumstances. ---------------------------------------5/7 (Tue) ＜130A＞VIS ＜1333＞Maruha Nichiro ＜1723＞NEC ＜2003＞Nitto Fuji ＜2009＞Torigoe Powder ＜2053＞Chubukai ＜2281＞Prima Ham ＜2344＞Heian Rei ＜290
No plans (6 days) [Earnings Schedule]
*The above calendar is just a schedule and is subject to change due to company circumstances. ---------------------------------------5/6 (Mon) ---------------------------------------5/7 (Tue) ＜130A＞VIS ＜1333＞Maruha Nichiro ＜1723＞NEC ＜2003＞Nitto Fuji ＜2009＞Torigoe powder
Convertible Stock List (Part 3) [Parabolic Signal Convertible Stock List]
○ List of sales conversion stocks market code stock name closing price SAR Tokyo Stock Exchange Prime ＜6674＞ GS Yuasa 3006 3196 ＜6701＞ NEC 11015 11675 ＜6703＞ OKI 1109 1193 ＜6740＞ JDI 20 24 ＜6750＞ Elecom
Front market [stocks that have moved, stocks that have been created]
*TERRASKY ＜3915＞ 1980 +310 continues to be positive about the forecast for a significant increase in profit and the capital alliance with NTT DATA. *Diamond HD ＜6699＞ 811 +71 ultra-high energy ignition system was developed and announced. *Yoshimura Foods ＜2884＞ 1341 +109 Earnings for the first fiscal year were significantly higher than previously planned. *Toho ＜9602＞ 5315 +344 saw a significant upturn in the previous fiscal year results as good news. *Nidec ＜6594＞ 6743 +392 water cooling module production
Analysis
Price Target
No Data
