4887 Sawai Group Holdings
- 5687.0
- -260.0-4.37%
Sawai Group Holdings News
Stocks that moved the previous day, part 1: BlueInnove, KAKKO, MIGARO HD, etc.
Stock name <Code> 7-day closing price ⇒ previous day's comparison cell system <3663> 851 +41 upward revised financial estimates for the intermediate period. Toyota <7203> 3219 -54 Mitsubishi UFJ <8306> and Sumitomo Mitsui <8316> are considering selling their shareholdings in Bloomberg's two megabanks. Bloom <5597> 1040 +150 drone's takeoff and landing equipment control system goes on sale in earnest, according to Nikkei. Techmato <3762> 1947 +95 Ritsumeikan-affiliated five schools are School.Community
Active and newly listed stocks during the morning session.
*Migalo HD<5535> 4405 +555 continues to view the introduction of "FreeiD" as material. *Money Forward<3994> 5195 +336 continues to recommend buying at Merrill Lynch Japan Securities. *Ain HD<9627> 5982 +363 Even though a reduction in profit guidance for this quarter has been announced, the sense of superiority remains. *Laser Tech<6920> 36690 +2170 Publicly disclosing the order status of the ATCIS series and other concerns have been dispelled. *Trichemical Research Institute<43>
Hot stocks digest (morning session): Migaro HD, Shionogi & Co., Ltd., Ain HD, etc.
Laser Tech <6920>: 36,690 yen (+2,170 yen) rebounded significantly. Due to negative reports from Scorpion Capital, the future was uncertain, and it had been falling hard for several days until the day before. The company had released a clear denial comment on the same report on the 5th, but the day before, sales and order status for the ATCIS series were also disclosed. Both showed that they were significantly exceeding the previous year's performance at the third quarter, and the report's points were
Sawai Group HD - significant decline due to slow growth, with a limited surprise in the midterm, leading to a sense of exhaustion.
Sawai Group HD <4887> is struggling and experiencing a significant decline. The company unveiled its mid-term management plan for FY2027 the day before. Its main targets include operating profit of 31 billion yen (compared to 18.6 billion yen in FY2024), a GE market share of 20.5% (compared to 17.1%), 19 billion GE tablets sold (compared to 15.7 billion), and an ROE of 10% or higher (compared to 6.6%). There doesn't seem to be any significant surprise compared to the market's perspective. Furthermore, considering its long-term vision, the company is revising its plan with withdrawal from the US market in mind.
Investment strategy for today, June 7th.
[FISCO Selected Stock] [Materials Industry] Round One <4680> is a multi-facility complex offering bowling, karaoke, gaming, and more. It announced that same-store sales in the USA increased by 9.7% in May. The effect of the price increase from May 1st also turned the decrease (5.7%) in April into an increase. Same-store sales in Japan decreased by 1.0% in May. Considering that Japan had one less Saturday, Sunday, and national holiday compared to the previous year, it is estimated that it actually increased by approximately 1%.
Keep an eye on Round One and TPR.
On June 6th, in the US stock market, the Dow Jones Industrial Average was up 78.84 points to 38,886.17, the Nasdaq Composite Index was down 14.78 points to 17,173.12, and the Chicago Nikkei 225 futures in Osaka-Nichiyo were down 125 yen compared to the previous day's close at 38,635 yen. The exchange rate was 1 US dollar = 155.50-60 yen. In today's Tokyo market, operating profit is expected to decrease by 12.9% for the 2025 April period, but Ein HD <9627> reported a 27.7% increase for the 2024 April period, surpassing the previous estimate of 15.3% increase. May's same-store sales in the US increased by 9.7%
Check the disclosed information for tomorrow's positive and negative factors! (Announced on June 6th).
[Good materials] --- Kanemifoods, Tokyo Stock Exchange. Sales revenue for the whole company in May increased by 6.9% compared to the same month last year. --- Japan McDonald's Holdings, Tokyo Stock Exchange. Same-store sales in May increased by 4.9% compared to the same month last year, continuing the trend of revenue growth. --- Watts, Tokyo Stock Exchange. Same-store sales in May increased by 4.8% compared to the same month last year, continuing the trend of revenue growth. --- Alfresa Holdings, Japan food provide wholesales animal medicine.
Companies such as Taihei Electric, Snow Brand Megmilk (Part 1)
<1518>Mitsui Matsushima Holdings Co., Ltd., Nomura Securities Co., Ltd. shareholding ratio 5.20% → 6.41%, disclosure obligation emergence date May 31, 2024 <1803>Shimizu Corporation, Nomura Securities Co., Ltd. shareholding ratio - → 5.07%, disclosure obligation emergence date May 31, 2024 <1968>TAIHEI Electrical Wire & Cable Co., Ltd., Nomura Securities Co., Ltd. shareholding ratio 8.46% → 7.31%, disclosure obligation emergence date May 31, 2024.
List of stocks with cleared clouds (Part 2) [Ichimoku Kinko Hyo: List of Stocks with Cleared Clouds]
List of stocks that fall below the clouds: Market Code Name Price Leading Span A Leading Span B TOPIX Prime <1815> Tekken 2545 2789.25 2563.5 <1951> ExcioG 1589 1654.75 1593.5 <2602> Nisshin Oillio 4895 5087.5 5060 <2676> Koken Chemical
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 ＜1332＞ Nissui 893 980 ＜2153＞ eJay HD 1810 1896 ＜2168＞ Pasona 2165 2324 ＜2685＞ Adastria 3560 3700 ＜2734＞ Sala 812 826
Sojitz, Kakaku.com, etc. (additional) Rating
Upgrade-Bullish Code | Stock Name | Securities Company | Conventional | After Change |------|------------|------------|------------|＜6845＞|Azbil |SMBC Nikko | “2” | “1” |＜9506＞|Tohoku Electric Power | Mizuho | “Neutral” | “Buy” | Downgrade-Bearish Code |
List of Yunlou stocks [Ichimoku equilibrium table/ Yunlou stock list]
○Cloud Top Stock List Market Code Stock Name Closing Price Advance Span A Advance Span B Tokyo Stock Exchange Prime ＜1871＞ PS Mitsubishi 1027 1020.5 1014.5 ＜1926＞ Light Engineering 2016 2015 1964 ＜2109＞ DM Mitsui Sugar 3245 3119.25 3210.5 ＜2117 ＞ Wellness
Spee, Tsumura, etc. (part 2)
＜4499＞Speee Rakuten Securities Co., Ltd. Stock Ownership Ratio -% → 5.08% Reporting Obligation Date 2024/05/15 ＜4540＞Zumline Vesco Asset Management Co., Ltd. Stock Ownership Ratio 7.81% → 5.66% Reporting Obligation Date 2024/05/15 ＜4548＞Biochemical Industry Co., Ltd. Invesco Asset Management Co., Ltd. Stock Ownership Ratio 9.55% → 7.55
Ando and Mama, Fudo Tetra, etc.
＜1433＞Vestera Co., Ltd. Yoshino Heiki Stock Ownership Ratio 14.92% → 14.47% Reporting Obligation Date 2024/04/26 ＜1518＞Mitsui Matsushima Holdings Co., Ltd. Nomura Securities Co., Ltd. Stock Ownership Ratio 5.40% → 5.20% Reporting Obligation Date 2024/05/15 ＜1719＞Ando Ma Co., Ltd. Jupiter Asset Management Limited (Jupiter Asset Management Limited)
ALSOK, JT, etc. (additional) Rating
Target Stock Price Change Code | Stock Name | Securities Company | Conventional | After Change |------|---------|---------|---------|<2331＞|ALSOK | Nomura | 890 yen | 965 yen |＜2914＞|JT | Yamato | 3700 yen | 4100 yen |＜3099＞|Mitsukoshi i
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 ＜1332＞ Nissui 920 873 ＜1605＞ INPEX 2390 2306 ＜1662＞ petroleum resources 6760 6530 ＜1802＞ Obayashi Gumi 1901 1668 ＜1870＞ Yahagi Ken
List of Unrivaled Stocks (Part 1) [Ichimoku Equilibrium Chart/Kumoku Stock List]
○Kumojo Stock List Market Code Stock Name Closing Price Advance Span A Advance Span B Tokyo Stock Exchange Prime ＜1802＞ Obayashi Gumi 1901 1772 1638.5 ＜2181＞ PERSOL HD 234 213 223 ＜2269＞ Meiji HD 3497 3381.25 3471.5 ＜2281＞
ENEOS, etc. [strange brands seen from changes in turnover]
Stock closing price turnover compared to the previous day*＜6347＞Placor 239 25 916900*＜6195＞Hope 194 7 678700*＜9340＞Asointer 906 150 164700*＜4094＞Nikkaku 1409 1 74000*＜3920＞IBC 462 51
Brands that moved the day before part 1 covers, net stores, adventures, etc.
<コード>Stock name closing price on the 14th ⇒ Kuraray ＜3405＞ 1865 +141.5 1st quarter operating profit increased 35.0% compared to the previous day. A stock buyback with an upper limit of 4.48% of the number of issued shares was also announced. Mirai Works ＜6563＞ 807 +66 operating profit for the first half of the year increased 94.7%. Carbide ＜4064＞ 1824 +116 operating profit decreased 32.7% in the previous fiscal year, but it was announced that it is forecast 2.4 times for the current fiscal year. Cover ＜5253＞ 1995 +280 preparing to apply for a change of classification to Tokyo Stock Exchange Prime. Amiya <4
Furukawa Electric, KI Star, Squeni HD, etc.
＜4186＞ Eastern Oka plummeted 3931 -503. Financial results for the first quarter were announced the day before, and operating profit was 5.8 billion yen, up 7.4% from the same period last year, but consensus of about 6.5 billion yen declined. An increase in research and development expenses, etc. seems to be the background of the decline compared to expectations. The full-year forecast remains unchanged at 26.8 billion yen, up 18.0% from the previous fiscal year. There are probably few downside concerns due to the high progress rate against the first half plan, but market expectations are at the level of about 30 billion yen, and consensus is slightly devalued
Analysis
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