6955 FDK
- 722
- -5-0.69%
FDK News
Search for rapidly rising stocks related to “parent-child listing cancellation” to stock price changes due to restructuring pressure ＜Stock Search Top Feature＞
Group restructuring movements, including the dissolution of parent-child listings by companies, are becoming active. This is because from the viewpoint of heightened awareness of governance and capital efficiency improvements, parent companies are now being asked whether to strengthen the system by making a listed group company a wholly owned subsidiary, or whether to sell shares and use the profit from the sale for shareholder returns or growth investments.
Toyota's 1 dollar = 145 yen, will the expected rate of export companies be good for Japanese stocks ＜Stock Search Top Feature＞
Toyota Motor Corporation [Tokyo Stock Exchange P] stock, which announced the main financial results on the 8th, fell 4% at one point. There was also an announcement of stock buybacks, and there were situations where it emerged in the positive zone after the first round of sales immediately after disclosure, but the buying did not continue and softened. The final profit for the fiscal year ending 25/3 is expected to decline by 2 digits and is at a level below market consensus.
3 points you should pay attention to in the front field ~ Individual response using financial results as a clue ~
I would like to pay attention to the following 3 points in the pre-market transaction on the 25th. ■ Individual response using financial results as clues ■ Panasonic, 24/3 downward revised operating profit 360 billion yen ← 400 billion yen ■ front-end notable materials: Shimadzu Corporation expands sales of “petrochemical analyzers” in the Middle East and Africa, expands UAE bases ■ The Japanese stock market on the 25th due to individual response using financial results as a clue, after starting ahead of sales, it seems that market price developments tend to intensify. In the US market on the 24th, the NY Dow was 42
4/25 [Today's Investment Strategy]
[FISCO Specially Selected Brand] [Material Brand] CyberAgent ＜4751＞ 1035 yen (4/24) will develop internet advertisements, smartphone games, internet TV station “Abema”, etc. First half financial results were announced. Operating profit was 27.3 billion yen (up 56.0% from the same period last year). The “Abema” related business was doing well, and operating losses in the media business shrunk from 99.56 billion yen in the same period last year to 890 million yen. The game business is also doing well, with hits of new titles and anniversary events for main titles being successful
FDK---Trends that are conscious of the 200-day line
Adjustments continued, peaking at 788 yen set on March 28, breaking the 25th line due to current adjustments, and lowered to the 75-day line level. However, while solidity on the 75-day line is seen, it broke through the 25th line due to a rebound the day before. In the immediate future, it seems that a trend that is conscious of the 200-day line, where the upper price was suppressed during the previous rebound phase, is expected.
Individual response using financial results as clues
[Stock Opening Comment] After the Japanese stock market on the 25th began ahead of sales, it is likely that the market will develop where it is easy for this feeling to intensify. In the US market on the 24th, the NY Dow depreciated by 42 dollars and the NASDAQ was 16 points higher. The financial results of Texas Instruments were well received, and buyback movements were seen in one corner of the semiconductor sector. After that, long-term interest rate increases based on the largest government bond bid ever carried out this week were feared. Chicago Nikkei 225 futures are 2 compared to Osaka
Pay attention to cyber and avionics, are FANUC and ENPLUS doing well
The NY Dow fell by 42.77 dollars to 38,460.92 in the US stock market yesterday on the 24th, the Nasdaq Composite Index was 16.11 points higher at 15,712.75, and the Chicago Nikkei 225 futures were 38185 yen lower than the Osaka Japan-China ratio. The exchange rate is 1 dollar = 155.20-30 yen. In today's Tokyo market, Nagoya Bank (8522) and Ogaki Bank (8361), which revised their earnings forecasts for the fiscal year ending March 31, '24 upward, and Canon (7751), which saw a 5.2% decrease in first-quarter operating profit, are 56
Panasonic revises 24/3 downward operating profit of 360 billion yen ← 400 billion yen
Panasonic (6752) announced revisions to its earnings forecast for the fiscal year ending 2024/3. Sales were revised upward from 8.4 trillion yen to 8.5 trillion yen due to the fact that the exchange rate of yen remained weaker than expected, etc. Meanwhile, operating income has been revised downward from 400 billion yen to 360 billion yen. There were provisions relating to handling defective manufacturing products in the past in Energy's automotive battery business, and goodwill impairment losses related to part of the automotive business as other profits and losses (approx.
Check out the disclosed information for [Tomorrow's Good and Bad Materials]! (Announced on 4/24)
[Good material] ---- ---- ■Fujiya [Tokyo Stock Exchange P] January-March (1Q) regular accounts landed with an 11% increase in profit. ■Cube System [Tokyo Stock Exchange P] dividend for the first fiscal year was increased by 5 yen and revised. In addition, a medium-term management plan was formulated. We aim for operating profit of 2.41 billion yen for the fiscal year ending 27/3 (1.62 billion yen for the fiscal year ending 24/3 plan). ■Transgenic [Tokyo Stock Exchange G] revised its previous fiscal year accounts upward to a complete surplus. ■Natori [Tokyo Stock Exchange P]
★ 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,
Mitsubishi Electric, HOYA, etc. [List of brand materials from newspapers]
*Mitsubishi Electric ＜6503＞Semiconductor laser mass production for AI servers, doubling response speed (Nikkan Kogyo 1 side) - ○*Rengo ＜3941＞ Bio VB subsidiary, strengthening research on decarbonization (Nikkan Kogyo 3 sides) - ○*Ricoh ＜7752＞ sells civil evidence data identification/provision business to a US company (Nikkan Kogyo page 3) - ○*HOYA ＜7741＞ suspension of lens orders due to system failure (Nikkan Kogyo 3 side) - ○*Mitsubishi Electric ＜6503＞ air conditioning network acquisition and sales Making the most of European business Strengthening (Nikkan Kogyo, page 4) -
Brands that moved the day before part 1 Nomura Micro Science, Iwatani Sangyo, Mental Health T, etc.
<コード>Stock name closing price on the 28th ⇒ compared to the previous day FDK ＜6955＞ 742 +3424 ordinary income forecast for the fiscal year ending March 31 was revised upward. Nikkaku Sangyo ＜4094＞ announced changes to its 1430 +77 shareholder return policy and upward revisions to dividend forecasts. OptElect's operating profit and loss for the first quarter of 335 -28 was in deficit of 73 million yen. Tosho ＜8920＞ 710-5524 operating income and net profit and loss forecasts for the fiscal year ending March 31, 24 were revised downward. Mental health T ＜9218＞ 951 +12124 1
Backstage [stocks that moved, stocks that were made]
*FDK＜6955＞ 742 +3424 ordinary income forecast revised upward. *Nikkaku Sangyo ＜4094＞ announced changes to the 1430 +77 shareholder return policy and upward revisions to dividend forecasts. *Opt Elect＜6664＞ 335-28 operating profit and loss for the first quarter was in deficit of 73 million yen. *Dongsho ＜8920＞ 710-5524 operating income and net profit and loss forecasts for the fiscal year ending March 31, 24 were revised downward. *Mental Health T ＜9218＞ 951 +12The sales forecast for the fiscal year ending 12/12 is 2.
Nomura Micro, Kiyuso Distribution, Aichi, etc.
Massive backlash. Tokai Tokyo Securities began coverage with an investment decision “outperform” and a target stock price of 7330 yen.
FDK --- Significant growth continues, and a sense of security prevails as full-year operating profit forecasts remain unchanged
The FDK ＜6955＞ continues to increase drastically. Earnings revisions for the fiscal year ending 24/3 were announced the day before. Sales are expected to decline due to a decrease in sales of nickel-metal hydride batteries and various modules in the electronics business, but operating profit is as expected by compensating for the effects of the decline in sales by reducing costs, reviewing sales prices, etc. Ordinary income has been revised upward from the previous forecast of 400 million yen to 600 million yen due to improvements in interest received, exchange gains, etc. Operating profit declined drastically until the 3rd quarter, so there was a sense of security that plans were left unchanged
3/28 [Today's Investment Strategy]
[FISCO Specially Selected Brand] [Material Brand] Chiyoda Integre ＜6915＞ 2714 yen (3/27) We handle OA equipment, automobile-related mechanical parts, and functional parts with a “soft press” that punches and processes soft materials. It was announced that a stock buyback will be carried out with 500,000 shares, which is 4.7% of the number of issued shares, with an upper limit of 1.6 billion yen in value. The acquisition period is from 24/3/28 to 11/30. The number of company shares held as of 24/2/29 is 970,6059 shares. [Emerging Market Stock] Me
Pay attention to Sourcenext and Kiyuso Distribution, are Kureha and Aichi doing well
On the US stock market yesterday 27th, the NY Dow rose 477.75 dollars to 39760.08, the Nasdaq Composite Index rose 83.83 points to 16399.52, and the Chicago Nikkei 225 futures were 40465 yen, 35 yen higher than the Osaka Japan-China ratio. The exchange rate is 1 dollar = 151.20-30 yen. In today's Tokyo market, Matsuya (8237), which revised its dividend forecast for the fiscal year ending 2012/2 upward, Light Engineering (1926), which announced the expansion of share acquisition quotas and acquisition periods and the cancellation of 7.2% of the number of issued shares, and Fujisoft
INPEX 23/12 operating profit down 25.9% to 1.114.1 billion yen, 24/12 forecast 9.4% decrease 1.10 trillion yen
As for the financial results for the fiscal year ending 2023/12 announced by INPEX ＜1605＞, sales revenue was 2,164.516 billion yen, down 6.5% from the previous fiscal year, and operating profit was 1.114.189 billion yen, down 25.9% from the same period. As for the financial results for the fiscal year ending 2024/12, we plan that sales revenue will decrease 10.8% from the previous fiscal year to 1.93 trillion yen, and operating profit will decrease 9.4% to 1.10 trillion yen. Operating profit falls below consensus (around 1.151 trillion yen). [Positive Evaluation] ＜9369＞Kiyuso Distribution Four Half |
Analysis
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