Seibu Holdings etc. continue to rank in, upwardly revise financial estimates for the fiscal year ending March 2025.

Seibu Holdings has entered the ranking (as of 1:32 PM). It is sharply rising. After the end of the previous trading day, it revised upwards the financial estimates for the fiscal year ending March 2025, becoming a buying incentive. Operating profit is expected to be 45 billion yen (5.7% decrease from the previous year). It has been raised by about 12% from the previous estimate. The real estate business, hotel and leisure business, and urban transportation and along-the-line business all exceed the previous forecast. In addition, due to the additional acquisition of shares in NW Co., announced by a subsidiary on August 2nd, there will be special profits (negative goodwill gains and differences related to step acquisitions).

Fisco Japan00:34 ET

Seibu HD, NSD, etc. (additional) Rating

Downgrade - bearish code | Stock name | Securities company | Previous | After change | ------ | ------------- | ------------- | -------- | -------- | <3282> | Conforia | Daiwa | '2' | '3' | Target stock price change code | Stock name | Securities company | Previous | After change | ------ | ------------- | ------------- |

Fisco Japan23:15 ET

October 2nd [Today's Investment Strategy]

[Fisco Selected Stock] [Material Stock] Seibu Holdings <9024> 3106 yen (10/2) operates in the fields of railroads, hotels, leisure, real estate, construction, etc. The financial estimates for the fiscal year ending March 25, 2025, have been revised upward. Operating profit is expected to be 45 billion yen (a decrease of 5.7% compared to the previous year). This is raised by about 12% from the previous estimate. The real estate business, hotel and leisure business, and urban transportation and railway business all exceed the previous estimates. Furthermore, due to the additional acquisition of NW shares by a subsidiary announced on August 2nd.

Fisco Japan21:05 ET

Keep an eye on Kasumigaseki Capital and Seibu Holdings, while Kanematsu and others are tepid.

In the U.S. stock market on the 2nd, the Dow Jones Industrial Average rose by 39.55 points to 42,196.52, the Nasdaq composite index rose by 14.77 points to 17,925.13, and the Chicago Nikkei 225 futures in Osaka were 915 yen higher at 38,665 yen compared to the daytime session. The exchange rate is 1 dollar = 146.30-40 yen. In today's Tokyo market, Kasumigaseki Capital 3498 announced a mid-term management plan with expected operating profit growth of 92.2% in the previous period and 93.3% in the current period, while Seibu HD 9024 raised its earnings forecast for the fiscal year ending March 2025.

Fisco Japan19:15 ET

Nikkon Gold HD, Morinaga Confectionery, etc. (additional) Rating

Upgrade - Bullish Code | Stock Name | Securities Company | Previous | After Change | ------ | -------------- | ------------ | -------------- | -------------- | <9069> | Senko GHD | Mizuho | "Hold" | "Buy" | Downgrade - Bearish Code | Stock Name | Securities Company | Previous | After Change

Fisco JapanOct 1 23:27 ET

October 1st [Today's investment strategy]

[Fisco Selected Stocks] [Material Stocks] Nexera Pharma <4565> 1226 yen (10/1) Drug discovery venture. Former Sosei Group. Its subsidiary Nexera Pharma Japan has announced the signing of a partnership agreement with Shionogi <4507> regarding the distribution and sales of the insomnia treatment drug "Cubick Tablets" in Japan, and resolved its sales efforts with Mochida Pharmaceutical <4534>. Shionogi will independently conduct distribution and sales activities in Japan. [Emerging Markets]

Fisco JapanOct 1 19:37 ET