Japan Electric Technology --- Reviewing the medium-term management plan (financial goals) and the long-term management guidelines (performance targets).
Japan Electric Technology <1723> announced on the 26th that it would revise its medium-term management plan (Financial Estimates) and long-term management policy (performance targets) to be disclosed on November 5, 2024. The background for the revision is that the operating profit for the fiscal year 2024 (ending March 2025) is estimated to be 9 billion yen. This figure is in line with the initially announced target of an operating profit of 8 billion yen for the fiscal year 2027 (ending March 2028) and an operating profit of 9 billion yen for the fiscal year 2030 (ending March 2031).
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.
Japan Electric Technology --- Revised upward on March 25, operating profit is 9 billion yen, up from 7.5 billion yen, achieving the mid-term plan ahead of schedule.
The revision of the financial estimates for the fiscal year ending March 2025 has been announced. Revenue has been upwardly revised from 42.5 billion yen to 43.5 billion yen, and operating profit from 7.5 billion yen to 9 billion yen. Regarding profits, it is expected to exceed the previous estimates due to efforts to improve profit margins. Additionally, the forecast for the year-end Dividends has been increased from 74 yen to 77 yen. Furthermore, the operating profit target of 8 billion yen for the fiscal year 2027 (ending March 2028) and the operating profit target of 9 billion yen for the fiscal year 2030 (ending March 2031) announced on November 5, 2024, remains unchanged.
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.
Asahi Organic Chemicals has revised its operating profit downwards on March 25, from 12 billion yen to 10.5 billion yen.
Asahi Organic Chemicals announced a revision of its Financial Estimates for the fiscal year ending March 2025. Revenue has been revised down from 87 billion yen to 84 billion yen and operating profit from 12 billion yen to 10.5 billion yen. This is due to the postponement and review of semiconductor-related projects in the pipe system business, as well as a decrease in sales volume of base material products in the resin business, which indicates that the estimates will likely fall short of the previous announcement. 【Positive Evaluation】<1723> Nippon Dengi Revision | 【Negative Evaluation】<9885> Sharure Revision | <
Ribwork --- 2Q increased revenue and operating profit, with steady sales in the cost reduction and real estate sales sectors leading to expanded gross profit.
Lib Work <1431> announced its consolidated financial results for the second quarter of the fiscal year ending June 2025 (July to December 2024) on the 12th. Revenue increased by 2.4% year-on-year to 8.07 billion yen, operating profit rose by 4.7% to 0.378 billion yen, ordinary profit grew by 0.6% to 0.385 billion yen, and net profit attributable to shareholders of the parent company decreased by 8.2% to 0.224 billion yen. The company opened a model house in a shopping mall as a new initiative. This is the fourth store to open in total, which highlights the company's strengths.