Yoshimura Food and others continue to rank high, and the significant increase in profits in the first quarter is highly praised.

Yoshimura Food <2884> ranks (at 14:32). It has surged significantly. Last weekend, it announced the first quarter financial results. Operating profit was 1.2 billion yen, 2.4 times higher than the same period last year, and it has made extremely high progress compared to the maintained full-year financial estimates of 2.74 billion yen, a 14.7% increase from the previous year. Both revenue and profit are expected to reach record highs for the first quarter. This is due to the organic growth of existing companies, as well as the contribution of incorporating the profit and loss of the newly consolidated WYSE Foods Group.

Fisco Japan01:35 ET

Investment strategy for July 16th [Today]

[FISCO featured stock] [Material Stock] Yoshimura Food Holdings <2884> ¥1,530 (7/12) Grouping food-related small and medium enterprises through M&A to grow the business. The results for the first quarter were announced. Operating profit was ¥1.197 billion (up 2.3 times from the same period last year). In addition to the organic growth of existing companies, revenue and profit increased due to the grouping of YS Foods and its subsidiaries. Operating profit for the fiscal year ending February 2025 was ¥2.744 billion (up 14.7% from the previous period).

Fisco Japan20:02 ET

SANKO MARKETING FOODS, KLab, etc.

<1803> Shimizu Construction Corporation social welfare corporation Shimizu Fund shareholding ratio -% → 5.20%, reporting obligation occurrence date July 10, 2024. <2762> SANKO MARKETING FOODS Co., Ltd. Evo Fund (Evo Fund) shareholding ratio 16.25% → 15.97%, reporting obligation occurrence date July 5, 2024. <2810> House Foods Group Inc. House Koso Co., Ltd. shareholding ratio 1%

Fisco Japan19:56 ET

Will the trend of catching up with the revision be driven by a robust US stock market?

[Emerging Markets Stock Individual Strategy] A steady development is expected for today's emerging markets. On the US stock market on the last day of June 12, before the 3-day holiday of the Tokyo market, the Dow Jones Average was up 247.15 dollars (+0.62%). Although the June Producer Price Index (PPI) exceeded expectations, unexpected decreases in the University of Michigan consumer confidence index and expected inflation rates have strengthened expectations for a significant interest rate cut, pushing up stock prices. The Dow Jones Average on June 15th was up 210.82 dollars (+0.53%), reaching 40211.72 dollars for the fourth consecutive day.

Fisco Japan19:20 ET

Pay attention to Yoshimura Food and Matsuya, while Interact and Daiwa are weak.

In the US stock market on the last day of the 3-day holiday in the Tokyo market on the 12th, NY Dow was up 247.15 dollars, and on the 15th yesterday it was up 210.82 dollars to 40,211.72 dollars. On the 12th, the Nasdaq composite index was up 115.04 points, and yesterday it was up 74.12 points to 18,472.57. The Chicago Nikkei 225 futures were down 80 yen from the Osaka day-to-day comparison to 41,090 yen. The exchange rate is 1 dollar = 158.00-10 yen. On today's Tokyo market, Telus Sky <3915> announced that its operating profit for the first quarter was 3 times higher than the same period last year.

Fisco Japan19:15 ET

List of stocks with cloud breakout (weekly) [Ichimoku Kinko Hyo, List of stocks with cloud breakouts]

List of stocks breaking through the clouds Market Code Stock name Closing price Forward Span A Forward Span BTSE Prime <1938> Nichireitec 1265 1257 1171.5 <2181> Persol HD 259 242.25 252.5 <2201> Morinaga Confectionery 2651 2595 2348.5 <2220> Kameda Seika

Fisco Japan19:02 ET