May 7 [Today's Investment Strategy]

[FISCO Select Stocks] [Material Stock] Seiko Epson <6724> at 2,095 yen (May 1): The company is involved in inkjet printers, crystal devices, robots, and more. It has announced its financial results for the fiscal year ending March 2026. Operating profit was 49.5 billion yen (a 34.0% decrease from the previous term), below the original forecast of 67 billion yen due to the recording of goodwill impairment losses. For the fiscal year ending March 2027, operating profit is projected to increase by 73.5% year-over-year to 86 billion yen, as the company continues to capture steady demand despite risks such as rising crude oil prices and surging material costs.

Fisco JapanMay 6 20:00 ET

Epson and AREHD are attracting attention, while Tamron and Nikkato appear to be sluggish.

During the five-day holiday in Tokyo, the U.S. stock market saw the following performance: on the first day last week, the NY Dow fell by $152.87; on the fourth day, it dropped by $557.37; on the fifth day, it rose by $356.35; and yesterday, the sixth day, it surged by $612.34 to close at 49,910.59. Meanwhile, the NASDAQ Composite Index advanced by 222.14 points on the first day last week, declined by 46.64 points on the fourth day, climbed by 258.33 points on the fifth day, and jumped by 512.82 points yesterday, the sixth day, closing at 25,838.95. As for yesterday's Chicago Nikkei 225 futures, they opened at 62,110, up 2,690 yen from the Osaka midday level.

Fisco JapanMay 6 19:15 ET

Epson reported a 34.0% decrease in operating profit to 49.5 billion yen for the fiscal year ending March 26, and forecasts a 73.5% increase to 86.0 billion yen for the fiscal year ending March 27.

Epson <6724> announced its consolidated financial results for the fiscal year ending March 2026, reporting a 3.7% year-on-year increase in revenue to 1,413.251 billion yen and a 34% decrease in operating income to 49.558 billion yen. Revenue growth was driven by the Printing Solutions business segment and the Manufacturing & Wearable Devices business segment. Operating income was impacted by an impairment loss on goodwill associated with its subsidiary Fiery. For the fiscal year ending March 2027, consolidated revenue is projected to increase by 2% compared to the previous fiscal year.

Fisco JapanMay 6 16:43 ET

Ise Chemicals: First Quarter Earnings Briefing for the Fiscal Year Ending December 2026 (Japanese GAAP, Consolidated)

JPXMay 1 02:30 ET · Announcements

ISE Chemicals 1Q Net Y1.33B Vs Net Y1.36B

Dow JonesMay 1 02:30 ET

Itochu, Mitsui & Co., Sumitomo Corporation, and Mitsubishi Corporation (as of the 1st).

※The above calendar is tentative and subject to change based on companies' convenience. --------------------------------------- May 1 (Fri) <2148> ITM <2296> Itoham Yonekyu HD <2413> M3 <2480> Sysmex <2551> Marusan-Ai <2768> Sojitz <299A> Classi <3191> Joyful Honda

Fisco JapanApr 30 17:30 ET