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Japan M&A Center Holdings, SANKO MARKETING FOODS, etc.
<2127> Nippon M&A Center Holdings, Bailey Gifford & Co shares held ratio increased from 10.28% to 11.28% on June 13, 2024. <2411> Gendai Agency Co., Ltd., Masataka Yamamoto's shareholding ratio increased from 38.44% to 40.78% on June 14, 2024. <2762> SAN Co., Ltd.
Stocks that moved the previous day part 1: Sellable online advertisements, Fujita Kanko, landowners, etc.
Stock name <code> 18 day closing price ⇒ Trace OP <6696> 685 +71 announced that temporary measures for margin trading restrictions have been lifted. Announced the start of comprehensive partnership with FIG <4392> 340 +10pluszero <5132>. Sellable net advertising <9235> 2315 +212 announced the implementation of shareholder benefits for its first anniversary of listing. Recovery <9214> 1493 +78 announced a share buyback limit of 4.95% of the issued shares. PSOL <4450> 3100 +
Mimaki Research Memo (12): Implementing a stable and continuous achievement allocation that matches the growth of performance.
Mimaki Engineering Co., Ltd. <6638> positions the return of profits to shareholders as an important management policy, and its basic policy is to distribute profits that match the growth of performance steadily and continuously. Therefore, for the 2024 fiscal year, the annual dividend per share was increased by 7.5 yen to 25.0 yen (10.0 yen at the end of the second quarter and 15.0 yen at the end of the year). The dividend per share for the fiscal year ending March 2025 is 30.0 yen (15.0 yen at the end of the second quarter and 15.0 yen at the end of the year).
Mimaki Research Memo (11): Working on improving ROE and ROIC to enhance p/e ratio.
2. Medium to long term growth strategy. Mimaki Engineering Co., Ltd. <6638> has been evaluated as follows: 1) PBR fluctuates at around 1x and is unstable, while PER is low compared to the market. 2) Insufficient growth investment and shareholder returns are considered to lead to poor capital efficiency. 3) Improvement of ROE and PER is important for improving PBR. 4) To improve ROE, it is necessary to increase current profit margin and optimize financial leverage. 5) ROIC is low compared to capital costs.
Mimaki Research Memo (10): The fiscal year ending March 2025 will be a year of evolution towards the next generation of Mimaki.
Global strategy 1. Mimaki Engineering <6638> formulated its mid- to long-term growth strategy "Mimaki V10" in December 2020, amidst the stagnant performance caused by the COVID-19 pandemic. The basic statement was to lead the digitalization of industrial printing with its unique integrated system of upstream, printing/cutting/coating, and downstream processes, and product solutions that provide on-demand digital print services, while utilizing the individuality and capabilities of its employees to the fullest.
Mimaki Research Memo (8): Good performance in the TA market by market, with Japan and Asia performing well by region.
In terms of market segmentation, revenue for the SG market increased by 4.0% from the previous year to 29,581 million yen. Although sales of the core products, such as the UCJV330 series UV ink models and flagship models, increased, sales of existing models decreased in Europe and North America, where sales expanded in the first half of the year due to backlog resolution.
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