Earnings Call Summary | ASTELLAS PHARMA(ALPMF.US) Q4 2023 Earnings Conference
The following is a summary of the Astellas Pharma Inc. (ALPMF) Q4 2023 Earnings Call Transcript:Financial Performance:Astellas reported a year-on-year revenue of JPY1,603.7 billion, marking an increas
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.
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 |----
4/26 [Today's Investment Strategy]
[FISCO Specially Selected Brand] [Material Brand] Yuatec <1934> 1,321 yen (4/25) Tohoku Electric Power Company. Financial results for the fiscal year ending March 31, '24 have been announced. Operating profit was 10.5 billion yen (up 10.3% from the previous fiscal year). The previous forecast was raised from 9.200 billion yen to 9.60 billion yen on January 30, and it further exceeded that. Operating profit for the fiscal year ending 25/3 is expected to be 12.2 billion yen (up 15.9% from the previous fiscal year). 4 priority businesses (other than Tohoku/Niigata, overseas business, renewable energy-related construction, renewal work
Pay attention to Disco and Astellas drugs, are Shin-Etsu and EXEDY doing well
On the US stock market yesterday 25th, the NY Dow depreciated by 375.12 dollars to 38,085.80, the Nasdaq Composite Index fell 100.99 points to 15,611.76, and the Chicago Nikkei 225 futures were 37665 yen, 55 yen higher than the Osaka Japan-China ratio. The exchange rate is 1 dollar = 155.50-60 yen. In today's Tokyo market, DISCO <6146>, which announced a 59.7% increase forecast for operating income for the 1st quarter, and Astellas Pharma <4503>, which announced an 88.1% increase forecast for operating income for the fiscal year ending 25/3, and the fiscal year ending 25/3
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>
Astellas Pharma Annual Net Plunges, But Revenue Climbs; Expects 2024 Result To Improve
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.
Astellas made an upward move at the end of the previous fiscal year; profit increased 76% and dividends increased by 4 yen this fiscal year
Astellas Pharma [Tokyo Stock Exchange P] announced financial results (International Accounting Standards = IFRS) after closing on 4/25 (15:00). Consolidated final profit for the fiscal year ended March 24 fell 82.7% from the previous fiscal year to 17 billion yen, but it surpassed the previous forecast of 3 billion yen and landed. The fiscal year ending 25/3 is expected to recover to 30 billion yen, an increase of 76.0% from the previous fiscal year. Sales will increase for 4 consecutive terms. At the same time, the policy was to increase the annual dividend for the current fiscal year to 74 yen, an increase of 4 yen from the previous fiscal year.
Astellas Pharma FY Oper Pft Y25.52B Vs Pft Y133.03B
Astellas Pharma FY Oper Pft Y25.52B Vs Pft Y133.03B
Astellas Pharma Sees FY Net Y30.00B
Astellas Pharma Sees FY Net Y30.00B
The Nikkei Average depreciates by 855 yen, and there is interest in corporate financial results and US economic indicators
The Nikkei Average depreciated by 855 yen (as of 14:40). In terms of the Nikkei average contribution, First Rate <9983>, East Elec <8035>, Shin-Etsu <4063>, etc. are top negative contributors, while Eisai <4523>, Daikin <6367>, Daiichi Sankyo <4568>, etc. are top positive contributors. All industries have dropped in price in the sector. The electric/gas industry, mining industry, real estate industry, electrical equipment, and transportation equipment are at the top of the price drop rate. The Nikkei Average has declined widely
The Nikkei Average was drastically high and continued to rise for 3 days, leading by semiconductor stocks leading the way and closing high prices
The US stock market continued to rise on the 23rd. The Dow average was 263.71 dollars higher (+ 0.69%) and closed at 38503.69 dollars, the NASDAQ was 245.33 points higher (+ 1.59%) at 15696.64, and the S&P 500 was 59.95 points higher (+ 1.20%). Since the April PMI preliminary figures deteriorated unexpectedly, expectations for interest rate cuts were rekindled, and they were bought in line with long-term interest rate declines, and then rose after being close. The NASDAQ is also superior to purchases expecting interest rate forecasts and financial results from major high-tech companies
★ 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,
The risk appetite mood strengthens by projecting high US stocks
The Nikkei Average continued to rise drastically. The transaction was closed by recovering to the 38,000 yen level for the first time in 4 business days since the 18th on a closing price basis of 38460.08 yen (estimated turnover of 1.74 billion shares), which rose 907.92 yen. Prices rose mainly on high-tech related stocks in response to a trend where growth stocks, which are considered sensitive to interest rate trends, were bought against the backdrop of a pause in long-term interest rate increases in the US market the day before. If the Nikkei Average recovered to 38,000 yen soon after getting close, it continued to move in the high price range even after that, and today's high
The Nikkei Average rose by 811 yen, and there is interest in the financial results of major domestic and foreign companies
The Nikkei Average is 811 yen higher (as of 14:40). In terms of the Nikkei average contribution, East Elec <8035>, Fast Rite <9983>, Advantest <6857>, etc. are top positive contributors, while KDDI <9433>, Astellas Pharma <4503>, Nidec <6594>, etc. rank high for negative contributions. In the sector, precision equipment, electrical equipment, transportation equipment, wholesale trade, machinery have the highest price increase rate, pulp/paper, electric/gas, land transportation, and real estate
The Nikkei Average rose by 856 yen, a factor supporting stock prices in the Tokyo market due to strong overseas stocks
The Nikkei Average is 856 yen higher (as of 13:50). In terms of the Nikkei average contribution, East Elec <8035>, Fast Rite <9983>, Advantest <6857>, etc. are top positive contributors, while KDDI <9433>, Astellas Pharma <4503>, Nidec <6594>, etc. rank high for negative contributions. In the sector, precision equipment, electrical equipment, transportation equipment, wholesale trade, machinery have the highest price increase rate, electric/gas industry, pulp/paper industry, land transportation industry, real estate industry
Nikkei average contribution ranking (advance closing) ~ The Nikkei Average continued to rise drastically for 3 days, and TOEREC boosted by about 204 yen per brand
The number of gains and falls of the Nikkei Average constituent stocks as of closing 24 days ago was 166 stocks with price increases, 58 stocks with price drops, and 1 stock unchanged. The Nikkei Average was significantly higher and continued to rise for 3 days. The front-end transaction was closed at 38329.39 yen (estimated turnover of 880 million shares), 777.23 yen higher (+2.07%) compared to the previous day. The US stock market continues to grow. The Dow average rose 263.71 dollars (+ 0.69%) to 38503.69 dollars, and the NASDAQ rose 245.33 points (+ 1.59%) to 15696
3 points to pay attention to in the aftermarket ~ semiconductor stocks took the lead and rose to the 38300 yen level
I would like to pay attention to the following 3 points in the after-sale transaction on the 24th. ・The Nikkei Average was drastically high and continued to rise for 3 days, led by semiconductor stocks, and rose to the 38300 yen level · The dollar and yen were solid, with high US interest rates · Tokyo Electron <8035>, the top contributor to price increases, the same 2nd place was Fast Lite <9983>■The Nikkei Average was drastically high and continued to rise for 3 days, semiconductor stocks led the way and rose to the 38300 yen level. 38329.39 yen (out) of 777.23 yen (+2.07%) higher than the previous day
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