Alpha Purchase - Continuous profit growth for 10 consecutive periods with a large corporate customer base, turning negative factors into positives.
For the fiscal year ending December 2024, the revenue from the MRO Business accounts for about 74%, while the rest is made up by the FM Business and QITABANKUAI. The breakdown of the MRO Business consists largely of manufacturing, Construction, and service/Retail Trade, with direct sales to large enterprises exceeding 80%. The remainder consists of resale for small and medium-sized businesses (revenue through Askul). The main group of customers comprises large companies listed on the Main Board, with the customer cancellation rate for direct sales to large enterprises being nearly 0%, making it a stock-type Business.
Four Seasons - Collaboration with PROUMED to start a microbiome testing service.
On the 24th, Four Seasons HD <3726> signed a primary agency contract with PROUMED (headquartered in Minato-ku, Tokyo) for the sale of the sleep beauty device pillow "DENBA Sleep". "DENBA Sleep" is a pillow designed to support quality sleep, focusing on sleep, which is said to be a key point for health improvement. It adopts the OGUCHI method, which combines traditional Eastern medicine and acupuncture, aiming to approach users highly interested in beauty and health.
Sanmaruku HD --- Results of the acquisition of treasury Stocks and changes in the major Shareholders.
Sanmarc Holdings <3395> announced on the 26th the results of its treasury stock acquisition, which was announced on the 25th. Through a ToSTNeT-3 off-exchange purchase on the Tokyo Stock Exchange, the company acquired 2,822,400 shares of its common stock at 2,303 yen per share. The total amount for the stock acquisition is 6,499,987,200 yen. The company also announced a change in Shareholder Holdings, including that of its principal shareholder, AAGS S2, L.P., whose number of voting rights is 47.
Eternal G --- Strengthening new store openings domestically and internationally centering on "Torikizoku", also advocating progressive Dividends.
Eternal Hospitality Group <3193> operates a yakitori restaurant "Torikizoku" with a uniform price for all items. It has a subsidiary, Daikichi System Inc., which operates the yakitori store "Yakitori Daikichi" expanding nationwide from Hokkaido to Okinawa.
7&iHD and others continue to rank, and it is reported that final adjustments are being made after the MBO implementation was abandoned.
7 & iHD <3382> has made the ranking (as of 10:32). There has been a significant drop. Reports indicate that final adjustments are being made to abandon the implementation of the MBO proposed by the founding family. It has been announced that Itochu, which was viewed as a strong candidate for investment, has decided not to participate, leading to uncertainty in securing funds. This seems to be the background behind the diminishing expectations for a restructuring premium associated with narrowing options. Volume change rate ranking [As of February 27, 10:32] (Average volume over the last 5 days)
February 27 [Today's Investment Strategy]
[FISCO Selected Stocks] 【Material Stocks】 Allied Telesis Holdings <6835> 259 yen (2/26) provides IT solutions. It announced a Share Buyback of 2 million shares, amounting to up to 0.5 billion yen, which corresponds to 1.86% of the issued shares. The acquisition period is from February 27 to May 31, 2025. This action is part of a flexible capital policy and shareholder returns in response to changes in the business environment. As of January 31, 2025, the shareholding of treasury shares is 2.01 million 5802.