BK7000 Consumer Packaged Goods
- 1067.681
- +21.003+2.01%
Pursue high-growth companies! Fiscal Year Ending 25/3 [Increase in Sales and Profit] List ＜Special Feature on Growth Stocks＞ 5/10 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. Increase for the fiscal year ending 25/3 from the financial results announced today in this special issue
The Nikkei Average rebounded, and after a round of buying, there was a fight at the 38200 yen level, the lower limit of the cloud
The US stock market rose on the 9th. The Dow average closed at 39387.76 dollars, which was 331.37 dollars higher (+0.85%), the NASDAQ was 43.51 points higher (+0.27%) at 16346.27, and the S&P 500 closed at 5214.08, which was 26.41 points higher (+0.51%). Expectations for interest rate cuts were rekindled due to an increase in the number of weekly unemployment insurance claims, and after being close, they rose. In addition to continuing purchases in response to expectations of a soft landing, high-tech also remained steady due to a decline in long-term interest rates
Maruha Nichiro updates high prices [new high/new low updated stocks]
New high price update stocks of Tokyo Stock Exchange Prime are Maruha Nichiro ＜1333＞, 151 stocks of Mirite One ＜1417＞ The new low of the Tokyo Stock Exchange Prime is digital holdings＜2389＞, Link and Motivation ＜2170＞, 43 stocks “Tokyo Stock Exchange Prime,” “Tokyo Stock Exchange Standard,” and “Tokyo Stock Exchange Growth” new high new low price new low price new low 05/10 151 43 48 38 6 280
Front market [stocks that have moved, stocks that have been created]
*Infocom ＜4348＞ 3485 - It is reported that multiple factions are considering an acquisition. *Alps Logistics ＜9055＞ 5050 Ka - I'm close to the TOB price of Logistics. *Nissin ＜9066＞ 3795 - Due to announcements of drastic dividend increases and implementation of high-level stock buybacks. *Ceres ＜3696＞ 2191 +400 evaluates the high performance change rate for the first quarter. *Tsumura ＜4540＞ 4392 +700 will evaluate the forecast for a significant increase in profit for the current fiscal year. *Jigen ＜3679＞ 652
Satori Electric, Ohashi Technica, etc. (Part 3)
＜7420＞Satori Electric Co., Ltd. SMBC Nikko Securities Co., Ltd. Stock Ownership Ratio -% → 6.23% Reporting Obligation Date 2024/04/30 ＜7522＞Watami Co., Ltd. Watami Co., Ltd. Watabe Masaya Stock Holding Ratio 26.88% → 26.88% Reporting Obligation Date 2024/05/01 ＜7575＞Nippon Lifeline Co., Ltd. Suzuki Keisuke Stock Holding Ratio 13.08% → 14.77% Reporting Obligation Date 2024/05/02＜
Fudo Tetra, strawberries, etc. (part 1)
＜1813＞Fudo Tetra Fissimo Capital Management Pt. (EFFISSIMO CAPITAL MANAGEMENT PT. Ltd.) Stock Ownership Ratio 19.13% → 20.19% Reporting Obligation Date 2024/04/30 ＜2121＞MIXI Co., Ltd. Bailey Gifford & Co., Ltd. (Baillie Gifford & Co.) Stock Ownership Ratio
5/10 [Today's Investment Strategy]
[FISCO Specially Selected Brand] [Material Brand] Nittobo ＜3110＞ 5720 yen (5/9) We develop businesses such as glass fiber, in vitro diagnostic pharmaceuticals, fibers, beverages, etc. Financial results for the fiscal year ended March 24 were announced. Operating profit was 8.387 billion yen (up 71.9% from the previous fiscal year). The previous forecast was 7.50 billion yen. Operating profit for the fiscal year ending 25/3 is expected to be 12.50 billion yen (up 49.0% from the previous fiscal year). Special for electronic materials for data center and network equipment applications and semiconductor package substrates
An impetuous stance while determining solidity after a round of buying
[Stock Opening Comment] The Japanese stock market on the 10th is likely to have a buy-dominant market. In the US market on the 9th, the NY Dow rose by 331 dollars and the NASDAQ was 43 points higher. Expectations for interest rate cuts by the US Federal Reserve (Fed) strengthened in response to an increase that exceeded expectations in the number of weekly unemployment insurance claims. High-tech also remained steady due to a decline in long-term US interest rates. Chicago Nikkei 225 futures are 38435 yen, which is 395 yen higher than Osaka. The exchange rate of yen fluctuates in the range of 155 yen to 40 yen per dollar
Pay attention to Tsumura and Nittobo, are Nippon Steel and Polarol HD soft
On the US stock market yesterday 9th, the NY Dow rose 331.37 dollars to 39,387.76, the Nasdaq Composite Index rose 43.51 points to 16,346.27, and the Chicago Nikkei 225 futures were 38435 yen, 395 yen higher than the Osaka Japan-China ratio. The exchange rate is 1 dollar = 155.30-40 yen. In today's Tokyo market, operating profit for the fiscal year ending 2014/3 increased 23.2%, surpassed the 15.8% increase previously forecast, and announced a medium-term management plan, and operating income increased 71.9% for the previous fiscal year and 49.0 for the current fiscal year
Rating [securities companies' ratings]
Upgraded - Bullish Code | Stock Name | Securities Company | Conventional | After Change |------|-----------|---------|-----------------|＜8830＞|Sumitomo Real Estate |CLSA | “Weight Raise” | “Buy” |＜4452＞|Kao |CLSA | “Weight Reduction” | “Weight Increase” | “Weight Increase” | “Weight Increase” | Downgrade
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 ＜1663＞ K&O Energy 3295 3515 ＜1870＞ Yahagi Ken 1501 1570 ＜1930＞ Hokuriku Denko 1146 1201 ＜1968＞ Taiheiden 4295 4480 ＜2579＞ Coca BJH
Convertible Stock List (Part 1) [Parabolic Signal Convertible Stock List]
○Purchase conversion stock list market code stock name closing price SAR Tokyo Stock Exchange Prime ＜1726＞ Br. HD 364 355 ＜1949＞ Sumitomo Densetsu 3825 3315 ＜2121＞ MIXI 2431 2381 ＜2146＞ UT Group 3345 3225 ＜2389＞ Digital HD 1091 1057 ＜2670＞ ABC
List of Unrivaled Stocks (Part 2) [Ichimoku Equilibrium Chart/Kumoku Stock List]
○List of Unbroken Stocks Market Code Stock Name Closing Price Advance Span A Advance Span B Tokyo Stock Exchange Prime ＜2229＞ Calbee 3147 3386 3202 ＜2301＞ Academic Information 1790 1795 1795.5 ＜2445＞ Takamiya 539 572 540.5 ＜3393＞
List of Unrivaled Stocks (Part 1) [Ichimoku Equilibrium Chart/Kumoku Stock List]
○Cloud Top Stock List Market Code Stock Name Closing Price Advance Span A Advance Span B Tokyo Stock Exchange Prime ＜1720＞ Tokyu Construction 843 842 825 ＜1835＞ Totekko 3080 3035 3058 ＜1893＞ Goyoken 794 781.25 784 ＜1979＞ Large
Round 1, etc. [strange brands seen from changes in turnover]
Stock closing price turnover compared to the previous day*＜3577＞Tokai Senko 847 33 101800*＜4404＞Miyoshi Oil & Fat 1412 157 333500*＜1949＞Sumitomo Densetsu 3825 510 348700*＜9067＞Maruyun 284 200400*＜2674＞Hard Off 1849 148 228300*＜9068＞Maruzen
Ajinomoto and others announced stock buybacks on 5/9
The stocks that announced their share acquisition quota settings on 5/9 (Thursday) are as follows ＜2802＞Ajinomoto 12.5 million shares (2.4%) 50 billion yen (24/5/10-24/8/30) ＜4536＞Santenyaku 21.11 million shares (5.8%) 38 billion yen (24/5/10-24/11/6) ＜5021＞Cosmoene HD 3.5 million shares (4.0%) 23 billion yen (24/5/10-25/3/31) ＜8282＞ke
Daiwa House, Meiji HD, Shiseido, Sumitomo Electric (10th) (1301-5998)
*The above calendar is just a schedule and is subject to change due to company circumstances. ---------------------------------------5/10 (Fri) ＜1301＞Kyokuyo ＜1379＞Hokuto ＜1414＞Show Bond ＜1420＞Sanyo H＜1429＞Japan Aqua ＜1431＞Ribwork＜1435＞Robot Home ＜1438＞Gifu Landscaping＜1
Kubota, Hoshizaki, Tokyo Electron, NTT (10 days) (6027-9990)
*The above calendar is just a schedule and is subject to change due to company circumstances. ---------------------------------------5/10 (Fri) ＜6027＞LawyerCom ＜6036＞Keeper Giken ＜6046＞Linkbal ＜6059＞Uchiyama HD＜6063＞EAJ ＜6071＞IBJ＜6103＞Okuma ＜6134＞FUJI
SoftBank's 24/3 operating profit down 17.4% to 876 billion yen, 25/3 forecast 2.7% increase to 900 billion yen
The financial results for the fiscal year ending 2024/3 announced by SoftBank ＜9434＞ were sales of 6.84 billion yen, up 2.9% from the previous fiscal year, and operating profit of 876 billion 68 billion yen, down 17.4% from the same period. As for the financial results for the fiscal year ending 2025/3, we plan that sales will increase 1.9% from the previous fiscal year to 6.2 trillion yen, and operating profit will increase 2.7% to 900 billion yen. Consumer businesses, etc., including the main mobile, are expected to grow. Sales of terminals will increase, and profit will increase as sales fees decrease.
Check out the disclosed information for [Tomorrow's Good and Bad Materials]! (Announced on 5/9)
[Good material] ---- ---- ■Ajinomoto [Tokyo Stock Exchange P] increased 9% at the end of this fiscal year, the highest profit for the first time in 2 periods, and a 6 yen increase in dividends. In addition, stock buybacks will be carried out up to 12.5 million shares (50 billion yen in value), which is 2.44% of the number of issued shares (excluding company shares). The purchase period is from 5/10 to 8/30. ■Nitto Boseki [Tokyo Stock Exchange P] Current fiscal year accounts increased 23%, the highest profit for the first time in 18 fiscal years, and dividends for the first fiscal year increased by 10 yen. ■Sanyo Trading