3231 Nomura Real Estate Holdings
- 4178.0
- -62.0-1.46%
Nomura Real Estate Holdings News
Convertible Stock List (Part 2) [Parabolic Signal Convertible Stock List]
○List of sales conversion stocks market code stock name closing price SAR Tokyo Stock Exchange Prime ＜1377＞ Sakata seed 3600 3700 ＜1414＞ show bond 6065 6234 ＜1417＞ Miraitone 1849 2008 ＜1726＞ Br. HD 355 367 ＜1821＞ Misumi Construction
Maxell, Kanpo Life Insurance, etc.
*Maxell ＜6810＞ expands the insulation business, and a subsidiary enters the EV market (Nikkan Kogyo side 1) - ○*Kanpo Life Insurance ＜7181 ＞ 20% investment in Daiwa Asset, strengthening asset management capabilities (Nikkan Kogyo 3 sides) - ○*Honda ＜7267＞ applying for 1,700 people wishing to retire in China and investing in electrification strategies (Nikkan Kogyo 3 sides) - ○* Nissin Flour G ＜2002 ＞ Tsurumi wheat silo expansion, 10 billion yen investment (Nikkan Kogyo 3 side) -○*f G-TECH ＜6406＞ 5-year annual total, operating profit 3 times, 440 billion for the fiscal year ending 29/3
TIS, Round One, etc. (additional) Rating
Upgrade-Bullish Code | Stock Name | Securities Company | Conventional | After Change |------|-----------------|-----------|------------|＜9974＞|Berg | Tokai Tokyo | “Neutral” | “Out P” |Target Stock Price Change Code | Stock Name | Securities Company | Conventional | After the Change |-----
Nomura Real Estate Holdings: (Correction) Partial Corrections to “Financial Results Summary for the Fiscal Year Ending March 31, 2024 [Japanese GAAP] (Consolidated)”
Shin-Etsu Chemical, Kyoei Steel, etc. (additional) Rating
Upgraded - Bullish Code | Stock Name | Securities Company | Conventional | After Change |------|-------------|--------------|--------------|＜7649＞| Sugi HD | JP Morgan | “Neutral” | “Over W” |＜8604＞| Nomura HD | Yamato | “3” | “2” | Downgraded - Bearish
Convertible Stock List (Part 1) [Parabolic Signal Convertible Stock List]
○List of trading stocks market code stock name closing price SAR Tokyo Stock Exchange Prime ＜1377＞ Sakata seed 3605 3505 ＜1379＞ Hokuto 1829 1783 ＜1773＞ YTL 97 77 ＜1814＞ Daisue Ken 1552 1500 ＜1820＞ Nishimatsuken 4543 42 42
Brands that moved the day before part 1 Triple Eyes, SB Technology, Mimasu Semiconductor Industries, etc.
<コード>Stock name 26th closing price ⇒ compared to the previous day Mitsui Fuji ＜8801＞ 1569.5 +55 Bank of Japan maintains the current state of monetary policy and heads towards real estate stocks. The yen depreciated in response to the results of the Toyota ＜7203＞ 3510+13 bank monetary policy meeting, which underpins the stock price of export stocks. Zenrin ＜9474＞ 860 +5125/3 operating profit is expected to increase 81.7%. Kandenko ＜1942＞ operating profit for the fiscal year ending 1772-8425 is expected to decrease 9.6%. Social Wire＜3929＞ 2
Nippon Zeon, Fujitsu SE, KEYENCE, etc.
＜7276＞ Made in Koito 2073.5 -140 continued to drop drastically. Financial results for the fiscal year ended March 24 were announced the day before. Operating profit was 56 billion yen, up 19.5% from the previous fiscal year, but profit declined drastically in the January-March fiscal year, and market expectations also declined by about 9 billion yen. There was a transient cost of about 3 billion yen, but earnings deteriorated more than expected. Also, the fiscal year ending 25/3 is 58 billion yen, which is expected to increase 3.6% from the same period, but this also lowers the consensus by about 9 billion yen. There was an increase due to dividends for the previous fiscal year, and dividends are planned to increase this fiscal year as well, but earnings
The Nikkei Average rebounded and temporarily recovered to the 38,000 yen level due to no surprise at the Bank of Japan meeting
The US stock market declined on the 25th. The Dow average closed at 375.12 dollars (-0.98%) of 38085.80 dollars, the NASDAQ depreciated 100.99 points (-0.64%) at 15611.76, and the S&P 500 closed at 5048.42, which was 23.21 points lower (-0.46%). It fell after falling close to sales that were concerned about a slowdown in growth due to a slowdown in gross domestic product (GDP) growth for the January-March fiscal year. At the same time, growth in the price index for the same quarter accelerated more than expected, so long-term gold
Nomura FHD --- Significant backlash, evaluation of strong financial results and shareholder return stance
There was a big backlash against Nomura FHD ＜3231＞. Financial results for the fiscal year ending 24/3 were announced the day before, and operating profit was 112.1 billion yen, up 12.6% from the previous fiscal year, slightly exceeding the previous forecast of 109 billion yen. The plan for the fiscal year ending 25/3 is 114 billion yen, an increase of 1.7% from the same period, and it is almost at the consensus level.
Front market [stocks that have moved, stocks that have been created]
*SB Technology ＜4726＞ 2546 cars - SoftBank becomes a wholly owned subsidiary TOB. *Mimasu Semiconductor Industries ＜8155＞ 3235 Ka - Shin-Etsu Chemical to implement TOB with the aim of becoming a wholly owned subsidiary. *Japan Zeon ＜4205＞ 1603 +188.5 In addition to the positive financial results, the strengthening of shareholder return attitudes is also viewed as material. *Yuatech ＜1934＞ 1476 +1552 digit profit growth forecasts and dividend policy changes are viewed as buying materials. *Meisei Kogyo ＜1976＞ 1310 +117 early term Kamigata Osamu
Nikkei average contribution ranking (advance closing) ~ The Nikkei Average rebounded, and TOEREC boosted by about 61 yen with 1 brand
The number of gains and falls of the Nikkei Average constituent stocks as of closing 26 days ago was 121 stocks with a price increase and 101 stocks with a price drop of 3 stocks unchanged. The Nikkei Average rebounded. The front-end transaction was closed at 37780.35 yen (estimated volume of 740 million shares), which was 151.87 yen higher (+0.40%) compared to the previous day. The US stock market declined on the 25th. The Dow average depreciated by 375.12 dollars (-0.98%) at 38085.80 dollars, and the NASDAQ depreciated 100.99 points (-0.64%) at 15611.
The Nikkei Average rebounded, and there was a strong wait-and-see attitude ahead of announcing the results of the Bank of Japan meeting
The Nikkei Average rebounded. The front-end transaction was closed at 37780.35 yen (estimated volume of 740 million shares), which was 151.87 yen higher (+0.40%) compared to the previous day. The US stock market declined on the 25th. The Dow average closed at 375.12 dollars (-0.98%) of 38085.80 dollars, the NASDAQ depreciated 100.99 points (-0.64%) at 15611.76, and the S&P 500 closed at 5048.42, which was 23.21 points lower (-0.46%). Gross domestic product for the fiscal year ending January to March
Nomura FuHD, MinebeaMitsumi, etc. (added) Rating
Downgrading-Bearish Code | Stock Name | Securities Company | Conventional | After Change |------|--------------|--------------|--------------|<2337＞|Ichigo |Morgan S | “Over W” | “Equal W” | Target Stock Price Change Code | Stock Name | Securities Company | Conventional | After Change |----
Nomura Real Estate Raises Final Dividend as FY2023 Attributable Profit Climbs 6%; Shares Surge 7%
Nomura Real Estate Holdings (TYO:3231) lifted its final dividend after posting a 5.6% jump in attributable profit for fiscal year 2023, reflecting sales growth across all its business segments, except
Shin-Etsu, 24/3 operating profit down 29.8% to 701 billion yen
In the financial results for the fiscal year ending 2024/3 announced by Shin-Etsu Ka ＜4063＞, sales were 2,414.937 billion yen, down 14% from the previous fiscal year, and operating profit was 701,038 billion yen, down 29.8% from the same period. In the electronic materials business, the semiconductor market continued to adjust in the fall of the year before last, even in this period, but signs of bottoming out appeared. In the processing/trading/technical service business, demand for semiconductor wafer-related containers continued to be adjusted mainly for in-process use, but automotive input devices were recovering in response to a recovery in the automotive industry
Check out the disclosed information for [Tomorrow's Good and Bad Materials]! (Announced on 4/25)
<1770>[Good Material] ――――――――――■Fujita Engineering [TSE S] reversed the previous fiscal year's account upward to a 23% increase in profit · highest profit for the first time in 6 fiscal years, and dividends also increased by 20 yen. ■Yurtech <1934>[Tokyo Stock Exchange P] Current fiscal year profit increased 8%, previous fiscal year dividend increased by 12 yen, current fiscal year dividend increased by 4 yen. ■Meisei Kogyo <1976>[Tokyo Stock Exchange P] reversing the previous fiscal year's earnings upward to 17% increase · highest profit for the first time in 5 fiscal years, and dividends also increased by 19 yen. ■MONOTARO <3064>
Pursue high-growth companies! Fiscal Year Ending 25/3 [Increase in Sales and Profit] List ＜Special Feature on Growth Stocks＞ 4/25 Edition
As financial results announcements for the fiscal year ending March 31, '24 are in full swing, market attention is focused on the earnings forecast for the fiscal year ending 25/3, which will be announced at the same time. Demand for semiconductors is expected to recover this fiscal year, and it seems that there are many views that the upward trend in profit will continue, as domestic demand-related expansion is also expected against the backdrop of the penetration of price increases and an increase in inbound consumption due to depreciation of the yen. There is also growing interest in movements to strengthen shareholder returns aimed at improving capital efficiency.
★ Today's [Surprise Settlement] Bulletin (04/24)
[Notice] Financial results announcements for the fiscal year ending March 31, '24 will begin in earnest today. *During the intensive period for financial results announcements (4/24 to 5/15), 3 “Earnings Reports” will be distributed every day. 1. ★ Today's [Surprise Settlement] bulletin distributed at ＜16:00 ＞ 2. ★ Today's [Surprise Settlement] follow-up report distributed at ＜18:00 ＞ 3. ★ Today's [Recommended Settlement] will be distributed at ＜20:00 ＞ ―――――――――――――――――――――――――――――― For [Stock Search Premium] members,
Berg, Exeo G, etc. (added) Rating
Upgrade-Bullish Code | Stock Name | Securities Company | Conventional | After Change |------|-------------|--------------|------------|------------|------------|<4506＞| Sumitomo Pharma | Mizuho | “Under P” | “Neutral” |＜9007＞| Odakyu | Mizuho | “Under P” | “Neutral” | “Neutral” | Downgraded - Bearish Code | Stock Name
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