Kobe Bussan's stock continues to fall, with a decline in operating profit for June on a standalone basis.
Continued decline. The company released its June monthly report on a standalone basis yesterday. Operating profit decreased by 6.4% year-on-year to 2.53 billion yen, and monthly operating profit decline was the first time in 16 months. This is due to sluggish growth in existing store shipments and a deterioration in gross profit margin. Existing store shipment results increased by 3.1% year-on-year, but the growth rate was the lowest since the 24th fiscal year of October. Gross profit margin was 9.8%, and it deteriorated from the same month and the previous month of the previous year. It is believed to be due to the depreciation of the yen and the rise in raw material prices.
Mitsui Kinzoku, TDK, etc. (added) Rating
Downgrade - Bearish Code| Company Name | Securities Company | Previous | Current | ------|-----------|----------|---------|---------| <5938> | LIXIL | GS | "Buy" | "Hold" | <6674> | GS Yuasa | City | "1" | "2" | Target stock price change code| Company Name | Securities Company | Previous | Current | ------|
July 23rd [Today's Investment Strategy]
[FISCO Selected Stocks] [Material Brands] JM Holdings <3539> 2752 yen (7/22) operates food supermarkets such as 'Japan Meat Fresh Store' and 'Niku no Hanamasa'. It is based in the Kanto region. It has upwardly revised its financial estimates for the fiscal year ending July 2024. The operating profit is expected to be 9 billion yen (an increase of 24.2% from the previous year). This is about a 16% increase from the previous estimate. Same-store sales are steadily increasing. In the fourth quarter, there will be unexpected new store openings and store renovations, resulting in temporary costs.
Meiko, Furuno Electricity, etc. (Part 2)
<6787> Meiko Co., Ltd. Mizuho Bank shares holding ratio: 8.08% → 9.13%. Reporting obligation occurs on 15 July 2024. <6814> Furuno Electric Co., Ltd. Mizuho Bank shares holding ratio: 6.23% → 7.26%. Reporting obligation occurs on 15 July 2024. <6817> Sumida Corporation Mitsubishi UFJ Trust and Banking Corporation shares holding ratio: 6.39% → 4.96%.
Ayro Inc group, Pool Corp, etc. (Part 1)
<1820> Nishimatsu Construction Co., Ltd., Mizuho Bank, Ltd. shareholding ratio 6.23% → 8.43% obligation to report on July 15, 2024 <2181> Persol Holdings Co., Ltd., T. Rowe Price Japan Co., Ltd. Shareholding ratio 8.51% → 8.97% Obligation to report on July 12, 2024 <2229> Calbee, Inc., T. Rowe Price Associates, Inc.
Focus on Mail Shipping and Insouce [Today's individual stock trends]
On the American stock market on the 22nd, the Dow Jones Industrial Average rose by 127.91 points to 40,415.44, the Nasdaq Composite Index rose by 280.63 points to 18,007.57, and the Chicago Nikkei 225 futures rose by 470 yen to 39,950 yen compared to the Osaka-Nichi-Nichi High Low Average. The exchange rate was 1 dollar = 156.90-157.00 yen. In today's Tokyo market, Insouce <6200>, which upwardly revised its JMHD <3539> performance forecast for the year ending July 24 and upwardly revised its profit and dividend forecast even though its sales forecast for the year ending September 24 was downwardly revised,
List of Conversion Stocks (Part 4) [List of Parabolic Signal Conversion Stocks]
List of sell conversion stocks Market Code Name Closing SAR Tokyo Prime <6962> Daishinku 756 807 <6976> Taiyo Yuden 4802 5164 <6981> Murata 3581 3816 <6997> Nippon Chemi-Con 1553 1726 <7013> IHI
List of cloud breakout stocks (Part 3) [Ichimoku Kinko Hyo and Cloud Breakout stocks]
List of stocks that have fallen below the cloud: Market Code Stock Name Closing Price Leading Span A Leading Span B Tokyo Prime <7637> Shira Dō 2614 2831 2700 <7679> Yakuōdō HD 2726 2781.25 2734.5 <7990> Globe Life 2068 2136.5 2075 <8020> Kanematsu
List of stocks with cleared clouds (Part 2) [Ichimoku Kinko Hyo: List of Stocks with Cleared Clouds]
List of stocks that break under the clouds. Market Code Company Name Closing Price Leading Span A Leading Span B Tokyo Stock Exchange Prime <1605> INPEX 2372 2389 2442.5 <1663> K&O Energy 3415 3800 3541.5 <1945> Tokyo Enesis 1290 1356.75 1333 <1963> JGC
Nidec Corporation sponsored ADR, KOA, Mitsubishi Motors, and Komori Corporation (23rd).
※The above calendar is tentative and subject to change depending on the company's circumstances. --------------------------------------- July 23 (Tue) <4722> Future, <6594> Nidec Corporation Sponsored ADR, <6999> KOA, <7211> Mitsubishi Motors, <8218> Comelco, <9691> Ryomo Systems ------------------------------
The boom of rechargeable batteries in the US is accelerating the inflow of funds for investors.
[Rechargeable Battery] Rechargeable batteries play a role in improving the stability of old power grids and supplementing unstable power sources such as wind and solar energy. It has been reported that Kimber, the CEO of the US Intersect Power, which is involved in the competition to profit in this field, is also joining the competition. It is said that the same field is growing rapidly due to the expansion of the solar energy market and an inflow of billions of dollars in funds from the US government and Wall Street.
Lear, GTS, and other emerging markets ratings list.
"Ichiyoshi" <9270> Valueness A stationary buy "Mizuho" <4579> Laquaoria buy stationary <4584> GTS buy stationary *The above ratings of each company are as of 07/22 according to our confirmation.
Stocks that hit the daily limit up or down in the morning session.
Stop high: B-R 31 Ice Cream, Metaplanet, SIG Group, Daiwa Heavy Industries, Wash House, Ageha; Stop low: Liberta*. (Includes temporary stop high/low (indication value))
Ice cream, among others, continues to rank high, with expected sales growth due to the scorching heat. The strong earnings of Baskin-Robbins also provide a boost.
At 10:32 am, Iceco (7698) ranked high with a significant increase, updating its year-to-date high. The company is engaged in wholesale business of ice cream and frozen food, and buying is expected due to the expansion of sales by the scorching heat. In addition, it seems that the announcement by Thirty One Ice Cream (2268) last week that its first-half operating profit increased by 89.0% has also become a stock price stimulus. Top volume change rate [as of July 22, 10:32 am] (average of the last 5 days)
DMG Mori Seiki, Nabtesco, etc. (part 2)
<6141> DMG Mori Seiki Co., Ltd., Sumitomo Mitsui Trust Bank, Shareholding Ratio: 7.69% → 7.45%, Reporting Obligation Start Date: 07/15/2024 <6184> Kamakura Shinsho Co., Ltd., Baillie Gifford & Co., Shareholding Ratio: 9.00% → 7.96%, Reporting Obligation Start Date: 07/15/2024 <6268> Nabtesco Corporation, Sumitomo Mitsui Trust Asset Bank
List of stock information from newspapers, such as Iwaya Industries and Obayashi Corporation.
*Iwatani Sangyo <8088> subsidiary and equipment inspection reports are incorrect (Nikkan Kogyo side 3) - ○*Obayashi Corporation <1802> development base in Singapore, promotion of construction robotics (Nikkan Kogyo 4 sides) - ○*Yokohama Rubber <5101> tire design AI support, efficiency improvement of characteristics (Nikkan Kogyo 13 sides) - ○*Kawasaki Motors, first public run of a “hydrogen bike”, with the same feeling of heartbeat (Nikkan Kogyo 13 sides) -○*Toyota 3 > Chairman Akio Toyoda “Demonstration Start a city” (Nikkan Kogyo
List of stocks with cloud breakout (weekly) [Ichimoku Kinko Hyo, List of stocks with cloud breakouts]
List of stocks that broke through the clouds Market Code, Stock Name, Closing Price, Leading Span A, Leading Span B Tokyo Stock Exchange Prime Board <3087> Dotol Niless, 2288, 2199, 2112.5 <3402> Toray Industries Inc., 793, 761, 774 <3475> Goodcom A, 868, 840.75, 863 <3486> Global Lin
List of Cloud Breakout Stocks [Ichimoku Balance Table, List of Cloud Breakout Stocks]
List of breakout stocks in the market Code Company Name Closing Price Leading Span A Leading Span B Tokyo Stock Exchange Prime 2060 Feed One 970 935.5 969 2307 Cross Cat 1441 1323 1401 2791 Daikokuten 8910 8270 8840 3276 JPMC
Insauce (22nd) [earnings schedule]
*The above calendar is subject to change depending on the circumstances of the company. --------------------------------------- July 22 (Mon) <6200> Insource --------------------------------------- July 23 (Tue) <4722> Future <6594> Nidec Corporation Sponsored ADR <6999> KOA <7211> Mitsubishi Motors
Biden announces withdrawal, moving from almost Trump to confirmed Trump.
[Defense] President Biden declared that he would "withdraw" from the presidential election in November and supported Vice President Kamala Harris as his successor. On the 20th, Akira Amari, Secretary-General of the Liberal Democratic Party, stated that "although we cannot say for sure yet, the current atmosphere in the United States is moving closer from "almost Trump" to "certainly Trump." <7011> Mitsubishi Heavy Industries, Ltd. <7012> Kawasaki Heavy Industries <6503> Mitsubishi Electric Corp. <7270> Subaru <7224> Shinmeiwa