6806 Hirose Electric
- 18040.0
- -165.0-0.91%
Hirose Electric News
Konika Minolta, Graphico, etc. (Part 2).
<4902> Konica Minolta, Inc. Sumitomo Mitsui DS Asset Management Co., Ltd. shareholding ratio decreased from 7.94% to 6.11% as of May 31, 2024. <4930> Graphico Co., Ltd. Mizuho Securities Co., Ltd. shareholding ratio decreased from 5.57% to 0.57% as of May 31, 2024. <4971> Meck Co., Ltd. Capital Research and Management Company (Capital)
USS, Kitako Chemical Industry, etc. (Part 2) chemicals
<4732> USS Blackrock Japan Co., Ltd. shareholding decreased from 6.37% to 3.87% as of May 31, 2024; <4732> USS Mitsui Sumitomo Trust Bank, Limited shareholding decreased from 5.00% to 4.42% as of May 31, 2024; <4819> Digital Garage, Inc. Hayashi Ikku shareholding increased from 16.62% to 17.04%.
Three points to watch in the morning session: targeting dips from expectations of a US interest rate cut by year-end.
In the morning trade of the 7th, the following three points should be noted: ■Buy on dip from expected interest rate cut in the USA.■Ein HD, 24/4 operating profit increase by 27.7% to 20.4 billion yen, 25/4 expected to decrease by 12.9% to 17.8 billion yen.■Focus of morning session: Amada, Indian components for plate processing machines, procurement cost reduced by 40%.■Buy on dip from expected interest rate cut in the USA. On the 7th, the Japanese stock market is expected to be in a deadlock. In the US market on the 6th, the Dow Jones Industrial Average rose by 78 dollars and NASDAQ
List of stock information from newspapers such as Amada and Tomita.
*Amada <6113>: Indian-made components for sheet metal processing machines, procurement costs reduced by 40% (Nikkan Kogyo front page) - ○*Tomita <8147>: First M&A, entering into maintenance of machine tools (Nikkan Kogyo front page) - ○*Panasonic HD <6752>: Panasonic Energy increases production of on-board batteries in the US, expanding supply to Japan (Nikkan Kogyo page 3) - ○*KDDI <9433>: JCOM's new medium-term plan, sales revenue of over 1 trillion yen in FY27, FTTH penetration rate of 50% (Nikkan Kogyo page 3) - ○*Suzuki <7269>: Inspection by the Ministry of Land, Infrastructure, Transport and Tourism,
Three points to focus on in the morning session: High-tech stocks are leading the Nikkei average.
In the morning trading session six days ago, the following three points should be noted: ■ High-tech stocks led the Nikkei Stock Average. ■ Satodra HD, upward revision of operating profit from 1.0 billion yen to 1.35 billion yen. ■ Points of attention in the morning: Yamaha, Ministry of Land, Infrastructure, Transport and Tourism, and 5 companies will determine punishment judgment and inspection within this month. ■ High-tech stocks led the Nikkei Stock Average. On the Japanese stock market on the sixth day, a market development dominated by buying is expected. On the US market on the fifth day, the Dow Jones Industrial Average rose 96 points and the Nasdaq rose 330 points. According to the ADP employment statistics.
Yamaha Motor, Alps Alpine, etc.
*Yamaha Corporation (7272): Ministry of Land, Infrastructure, Transport and Tourism will determine the penalties for five companies within the month and carry out on-site inspections. (Nikkan Kogyo page 3) - ○ * Alps Alpine Co., Ltd. (6770): Strategic investment of 100 billion yen in four years, focusing on sensing technology. (Nikkan Kogyo page 3) - ○ * Aisin Seiki Co., Ltd. (7259): Advics, a subsidiary of the group, will establish a joint venture with India's Bharat Forge to produce control brakes. (Nikkan Kogyo page 3) - ○ * Blue Innovation Group Co., Ltd. (5597): Signs agreement with Japan UAS Industrial Development Association to establish a new system to evaluate drone piloting skills by aircraft type. (Nikkan Kogyo page 4) - ○ * Sojitz Corporation (2768): SIJ
Hirose Electric to Cancel Over 500,000 Treasury Shares
Hirose Electric (TYO:6806) will cancel 556,469 shares representing 1.54% of its total issued shares on June 6, according to a Thursday filing with the Tokyo Stock Exchange. The manufacturer of electro
Check out the disclosed information for [Tomorrow's Good and Bad Materials]! (Announced on 5/30)
[Good Material] ――――――――――■Sanyo Homes [Tokyo Stock Exchange S] formulated a medium-term management plan. We aim for operating profit of 2.4 billion yen for the fiscal year ending 27/3 (results for the fiscal year ending 24/3 are 950 million yen). ■Petroleum Resources Development [TSE P] Participated in the “Freeport LNG Project” in Texas, USA. ■Kudo Construction [TSE S] will additionally acquire shares of Nikken Kikaku, which is an affiliated company applying the equity method, and make it a consolidated subsidiary. ■TOENEC
Convertible Stock List (Part 3) [Parabolic Signal Convertible Stock List]
○ List of sales conversion stocks market code stock name closing price SAR Tokyo Stock Exchange Prime ＜5991＞ Nippatsu 1596 1670 ＜6055＞ J Material 2231 2404 ＜6089＞ Will Group 987 1082 ＜6095＞ Medopia 636 712 ＜6101＞ Tsugami 1449 1457
Yunlou Stock List (Weekly Chart) [Ichimoku Equilibrium Chart/Cloud Stock List]
○Kumojo Owaru Stock List Market Code Stock Name Closing Price Advance Span A Advance Span B Tokyo Stock Exchange Prime ＜2201＞ Morinaga Confectionery 2642 2615.25 2337 ＜2281＞ Prima Ham 2390 2357.75 2293 ＜2440＞ Gurunavi 337 307.5 336.5 ＜2475＞ W
Stocks that moved the day before part 1 e-Guardian, Insource, Charm Care, etc.
<コード>Stock name 8-day closing price ⇒ compared to the previous day Yusen ＜9101＞ 4480 +175 stock repurchase announcement with an upper limit of 7.6% of the number of issued shares. AGC＜5201＞ 5244-592 1st quarter operating profit decreased by 29.5%. Toyota ＜7203＞ 3579 - operating profit for the fiscal year ending 2025/3 is expected to decrease 19.7%. Stock buybacks and cancellations were also announced. Stock prices don't have a sense of direction. LINTEC ＜7966＞ 3450 +26025 operating profit for the fiscal year ending March 31 is expected to increase 69.4%. Shinnichi Kagaku <239
Insource, Charm Care, Yokogawa Electric, etc.
＜9107＞ Kawasaki Ships 2194.5 +29.5 continued significant increase. Financial results for the fiscal year ending 2014/3 were announced the day before, and ordinary profit was 135.8 billion yen, down 80.3% from the previous fiscal year, landing on the conventional company plan line. The fiscal year ending 25/3 is 135 billion yen, which is expected to decrease 0.6% from the same period, and the annual dividend will be 85 yen compared to the 83.33 yen previously anticipated. The implementation of a stock buyback with an upper limit of 100 billion yen due to off-site transactions was also announced. Note, the mid-term ordinary income target value was revised upward, and during the period
Hirose Den---Evaluating plans to increase dividends due to drastic growth and dividend policy changes/individual stock analysis comments
Hirose Den＜6806＞ continues to increase drastically. Financial results for the fiscal year ending 2014/3 were announced the day before, and operating profit was 34 billion yen, down 27.2% from the previous fiscal year, landing slightly above the previous plan of 33 billion yen. The fiscal year ending 25/3 is 36 billion yen and is expected to increase 5.8% from the same period, which is almost at the market consensus level. There are no surprises in the financial results, but the dividend policy has been changed, and the medium-term target is DOE 5% from the dividend payout ratio of 50% up until now. Along with this, the fiscal year ending 25/3 is a year of 50 yen increase in dividends compared to the previous fiscal year
JMDC, Shiono Yoshi, etc. (additional) Rating
Target Stock Price Change Code | Stock Name | Securities Company | Conventional | After Change |------|---------|--------|--------|＜2212＞|Yamazaki Pan | Mizuho | 3700 yen | 4150 yen |＜3064＞|Monotaro | City | 1500 yen | 1850 yen |＜4151 ＞|Kyowa Kiri
Hirose Electric: 2024 Medium- to Long-Term Growth Strategy
Hirose Electric: Financial results briefing materials for the fiscal year ending 2024/3
3 points to pay attention to in the front field ~ Pay attention to Toyota's financial results ~
I would like to pay attention to the following 3 points in the 8-day advance transaction. ■ Pay attention to Toyota's financial results ■ Nintendo, 24/3 operating profit 4.9% increase 528.9 billion yen, 25/3 forecast decrease of 24.4% 400 billion yen ■ Front-end notable materials: Toyo Kanetsu, Taisei Corporation, and supply transport robots, raw materials, and workpieces to factory ceiling spaces ■ Focus on Toyota's financial results The Japanese stock market on the 8th is likely to have such a strong sense of market development. In the US market on the 7th, the NY Dow rose by 31 dollars and the NASDAQ depreciated by 16 points
Pay attention to Toyota's financial results [stock opening comments/strong and weak materials/support resistance]
[Stock Opening Comment] The Japanese stock market on the 8th is likely to have such a strong sense of market development. In the US market on the 7th, the NY Dow was 31 dollars higher and the NASDAQ was 16 points lower. Purchases from expectations of interest rate cuts in the latter half of the year by the US Federal Reserve (Fed) continued, and remained steady due to a decline in long-term US interest rates and expectations for corporate settlement. However, President Kashkari of the Minneapolis Federal Reserve mentioned the possibility that policy interest rates are not sufficiently suppressing the economy in controlling inflation, and interest rate hikes were also ruled out
Nintendo's 24/3 operating profit increased 4.9% to 528.9 billion yen, 25/3 forecast decreased 24.4% to 400 billion yen
The financial results for the fiscal year ending 2024/3 announced by Nintendo ＜7974＞ were sales of 1.671,865 billion yen, up 4.4% from the previous fiscal year, and operating profit of 528.941 billion yen, up 4.9% from the same period. As for the financial results for the fiscal year ending 2025/3, we plan that sales will decrease 19.3% from the previous fiscal year to 1.35 trillion yen, and operating profit will decrease 24.4% to 400 billion yen. Sales related to the main engine “Nintendo Switch,” which has reached its 8th year of sale, will slow down. It falls below consensus (about 490 billion yen). [Positive Assessment] <61
Check out the disclosed information for [Tomorrow's Good and Bad Materials]! (Announced on 5/7)
[Good news] ---- ---- ■Maruha Nichiro [Tokyo Stock Exchange P] Current account profit increased by 3%, dividends for the first fiscal year increased by 15 yen, and dividends increased by 15 yen for the current fiscal year. ■Takamatsu Construction Group [Tokyo Stock Exchange P] revised its previous fiscal year accounts upward by 9%. ■Yamato [Tokyo Stock Exchange S]'s current financial results increased 42% and dividends increased by 8 yen. ■Interspace [Tokyo Stock Exchange S] revised its current account for the first half of the year 57%, and the full year also increased. ■Prima Ham
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