Afternoon session [Active stocks and traded stocks]
*Research Pharmaceuticals <4521> 4579 +147 Share Buyback with a limit of 4.52% of issued Stocks. A cancellation of Shares will also be implemented. *Yonkyo <9955> 2219 +118 The frequency of the Shareholder benefit program will be changed from once a year to twice a year. *Amekaze Taiyo <5616> 1083 +150 A partial amendment of the Articles of Incorporation to expand and diversify business areas. *Nichireki G <5011> 2270 +92 Announcement of a Share Buyback with a limit of 3.40% of issued Stocks. *Adish <7093>
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.
Forval --- The subsidiary Sanchi has obtained the "ESG Mark Certification Bronze," the first in Yamaguchi Prefecture.
On the 26th, Forval <8275> announced that its subsidiary, Miki, obtained the "ESG Mark Certification Bronze," which is the first in Yamaguchi Prefecture under the "ESG Mark Certification System" provided by the Small and Medium Enterprises Personal Information Security Promotion Association (SP2), on January 31. Yamaguchi Prefecture is characterized by a high ratio of manufacturing industries and a low ratio of service industries. Under the "Yamaguchi Industrial Innovation Strategy," the prefecture focuses on nine key industries, including basic materials, Trucking Machinery, and Environmental and Energy-related industries.
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.
MAZDA MOTOR CRP, Sumitomo Corporation, etc. [List of stock information from the newspaper]
*MAZDA MOTOR CRP <7261> ends two auto models in Europe, reviewing structure to comply with stricter regulations (Nikkan Kogyo, front page) - ○ *Mitsui Fudosan <8801> provides comprehensive support for food business, establishing a new base in the city center (Nikkan Kogyo, page 3) - ○ *Sumitomo Corporation <8053> investigates feasibility with a US startup for low-carbon Cement manufacturing (Nikkan Kogyo, page 4) - ○ *ENEOS <5020> considers partial suspension of ethylene production at Kawasaki Refinery due to low operations affecting profitability (Nikkan Kogyo, page 4) - ○ *Aichi Steel <5482> aims for revenue of 400 billion yen in fiscal year 30, raising targets.
Pay attention to research drugs and Gunma Silver, while Tochigi Silver and others may be soft.
In the US stock market on the 26th, the Dow Jones Industrial Average fell by 188.04 points to 43,433.12, the Nasdaq Composite Index rose by 48.87 points to 19,075.26, and the Chicago Nikkei 225 Futures decreased by 165 yen compared to Osaka during the day to 38,055 yen. The exchange rate was 1 dollar = 149.10-20 yen. In today's Tokyo market, Gunma Bank (8334) announced a change in its shareholder return policy, an upward revision of its Dividends forecast, and a 2.40% share buyback of issued Stocks.