BK7099 Foods
- 1426.705
- +0.938+0.07%
5/17 [Today's Investment Strategy]
[FISCO Specially Selected Brand] [Material Brand] Hirata Kiko ＜6258＞ 7150 yen (5/16) We handle production systems, industrial robots, logistics-related equipment, etc. for automobiles and semiconductor manufacturing. It was announced that it has received an order for battery charging/discharging-related equipment projects for electric vehicles (EVs). The order amount was approximately 2.5 billion yen. Customer names were not disclosed. The cumulative order amount for battery charging/discharging equipment for EVs that the company has received orders since fiscal year 22 is over 9 billion yen (7 lines in total), including projects ordered this time
Pay attention to House Food G and Hirata Kiko
On the US stock market yesterday 16th, the NY Dow depreciated by 38.62 dollars to 39,869.38, the Nasdaq Composite Index fell 44.07 points to 16,698.32, and the Chicago Nikkei 225 futures were 38,560 yen lower than the Osaka Japan-China ratio. The exchange rate is 1 dollar = 155.30-40 yen. In today's Tokyo market, House Food G ＜2810＞, which announced a share TOB with an upper limit of 2.45% of the number of issued shares and a cancellation schedule, and MUP ＜3661, which announced a share buyback with an upper limit of 0.3% of the number of issued shares
Sumiseki HD, etc. [Myomi brands seen from changes in turnover]
Stock closing price turnover compared to the previous day*＜6085＞Akitects SJ 602 100 127300*＜9919＞Kansai Food M 1945 109 208600*＜4222＞Kodamaka 279 10 197000*＜6331＞Ryoko Kako Kiki 4180 535 550700*＜1514＞Sumiseki HD 1554 300 9150100*＜2970
Company stock buybacks announced on 5/16, such as House Food G
The stocks that announced their share acquisition quota settings on 5/16 (Thursday) are as follows ＜2810＞ House Food G 2477,600 shares (2.5%) 6.632,400 yen (24/5/17-24/7/31) ＜6743＞Daidoshin 1.79 million shares (10.1%) 1,245 million yen (24/5/17-24/9/30) ＜4923＞Kota 518,400 shares (1.8%) 661,96800 yen (24/5/17-24/7/31)
Check out the disclosed information for [Tomorrow's Good and Bad Materials]! (Announced on 5/16)
[Good Material] ――――――――――■Mitsui Matsushima Holdings [Tokyo Stock Exchange P] City Index Eleven submitted a change report on the 16th. The shareholding ratio of Mitsui Matsushima HD, a co-owner of City Index Eleven, increased from 11.22% to 14.56%. ■Dawn [Tokyo Stock Exchange S] The Fukuoka City Waterworks Bureau conducted a demonstration test of “remote work support for maintenance and management of equipment using smart glasses, etc.,” video call system
Profit Growth [Blue Ceiling] Stock List [Part 3] 26 Companies Selected ＜Special Feature on Growth Stocks＞
In this special issue, as the 3rd installment in the series following the [1st] (5/3 distribution) and [5/12 distribution] (5/12 distribution) of the “profit growth “blue ceiling” stock list, the spotlight was on stocks that updated record highs for the fiscal year ended 24-1-3 in the most recent 3 months from the financial results announced during the period from 5/10 to 13, and that anticipate the highest profit for the full year, so called profit growth is in a “blue ceiling” situation.
Reflect high US stocks and be bought mainly by semiconductor-related stocks
The Nikkei Average continued to rise drastically for 3 days. The transaction closed at 38920.26 yen (estimated turnover of 2.21 billion shares), which rose 534.53 yen. In the US market the day before, they were bought mainly by growth stocks against the backdrop of long-term interest rate declines, and in response to a trend where major stock price indices rose, the Tokyo market also started buying ahead of time. Valuable stocks such as semiconductors were bought mainly, and the Nikkei Average rose to 38897.53 yen immediately after the start of trading. However, the depreciation of the yen has come to a standstill due to speculation that the Japan-US interest rate difference will shrink due to the decline in US interest rates
Sumitomo Forestry updates high prices [new high/new low updated stocks]
New high price update stocks of Tokyo Stock Exchange Prime are Sumitomo Forestry ＜1911＞, 47 stocks of Chubu Feed ＜2053＞ The new low price update stocks of Tokyo Stock Exchange Prime are Tokyu Construction ＜1720＞, Yamaura ＜1780＞, 142 stocks “Tokyo Stock Exchange Prime,” “Tokyo Stock Exchange Standard,” and “Tokyo Stock Exchange Growth” new high price new low 05/16 47 142 36 164 6 7405/15 97 91
Front market for high stop and low stop stocks
■Stop High＜1514＞Sumiseki Holdings＜1673＞WisdomTree Gin Exchange Traded Investment Trust ＜1730＞Aso Fromcleat ＜2813＞Kazuhiro Foods ＜6085＞Architects Studio Japan■Stop Yasu＜2708＞Kuze ＜2928＞RIZAP Group ＜4492＞Genetech ＜4598＞Delta-Fly PHARMA ＜6227＞AI Mecatec ＜7069＞Cyber Buzz ＜7687＞Miku Reed ＜9327＞e
Maxell, Kanpo Life Insurance, etc.
*Maxell ＜6810＞ expands the insulation business, and a subsidiary enters the EV market (Nikkan Kogyo side 1) - ○*Kanpo Life Insurance ＜7181 ＞ 20% investment in Daiwa Asset, strengthening asset management capabilities (Nikkan Kogyo 3 sides) - ○*Honda ＜7267＞ applying for 1,700 people wishing to retire in China and investing in electrification strategies (Nikkan Kogyo 3 sides) - ○* Nissin Flour G ＜2002 ＞ Tsurumi wheat silo expansion, 10 billion yen investment (Nikkan Kogyo 3 side) -○*f G-TECH ＜6406＞ 5-year annual total, operating profit 3 times, 440 billion for the fiscal year ending 29/3
Kuramoto, etc. [Myomi brands seen from changes in turnover]
Stock closing price trading volume compared to the previous day*＜5380＞Shinto 1670 100 52100*＜1730＞Aso Foam 609 2 118000*＜4379＞Photosynth 390 11 437100*＜6658＞Shirai Electronics 604 68 1417000*＜5589＞Auto Server 2021 61 1278
Japan Post and others announced share buybacks on 5/15
The stocks that announced share acquisition quota settings on 5/15 (Wednesday) are as follows ＜6178＞Japan Post 320 million shares (10.0%) 350 billion yen (24/5/16-25/3/31) ＜8306＞Mitsubishi UFJ 80 million shares (0.7%) 100 billion yen (24/5/16-24/6/30) ＜8316＞Sumitomo Mitsui 15 million shares (1.1%) 100 billion yen (24/5/16-24/7/7)
Recruit HD, 24/3 operating profit increased 16.9% to 402.5 billion yen
As for the financial results for the fiscal year ending 2024/3 announced by Recruit HD ＜6098＞, sales revenue was 3,416.492 billion yen, down 0.4% from the previous fiscal year, and operating profit was 402.56 billion yen, up 16.9% from the same period. Sales increased in the HR technology business, matching & solution business, and temporary staffing business. Net profit for the fiscal year ending 25/3 is expected to be 315 billion to 400 billion yen. [Positive Evaluation] ＜6098＞Recruit HD Full Year | ＜6376＞Nichi-Kiso
Pursue high-growth companies! Fiscal Year Ending 25/3 [Increase in Sales and Profit] List ＜Special Feature on Growth Stocks＞ 5/15 Edition
Today is the last day of the intensive period for financial results announcements for the fiscal year ending March 31, '24. In this special issue, we have listed stocks that are expected to increase sales and profit for the fiscal year ending 25/3 from the financial results announced today.
Kibun Foods --- Sales and significant increase in profit for the fiscal year ended March 24, and profits in the domestic food business remained strong
Kibun Foods ＜2933＞ announced consolidated financial results for the fiscal year ending 2024/3 on the 14th. Net sales increased 0.9% from the previous fiscal year to 106.684 billion yen, operating profit increased 129.5% to 4.641 billion yen, ordinary profit increased 150.1% to 4.404 billion yen, and net income attributable to parent company shareholders increased 540.9% to 2,836 billion yen. Sales in the domestic food business increased 0.9% from the same period last year to 76.077 billion yen, and segment profit increased 2,796 billion yen to 2,836 billion yen. Sale
Front market [stocks that have moved, stocks that have been created]
*Irom G ＜2372＞ 2773 Ka-MBO implementation announcement continues to push back to the TOB price of 2800 yen. *Yamaichi Denki ＜6941＞ 3270 cars - Evaluating plans for a significant increase in profit and a significant increase in dividends for the current fiscal year. *Keiwa ＜4251＞ 1411 +238 The high performance change rate in the first quarter had an impact. *Atrae ＜6194＞ 533 +80 The significant increase in profit in the first half and the implementation of dividends for the current fiscal year are viewed positively. *Miura Kogyo ＜6005＞ 3054 +401.5 This fiscal year is better than consensus
STI Food HD-- 1Q showed a 2-digit increase in sales and profit, and both sales and profit and loss were strong
STI Food Holdings ＜2932＞ announced consolidated financial results for the 1st quarter (January to March 24) of the fiscal year ending 2024/12 on the 14th. Sales increased 11.8% from the same period last year to 8,037 billion yen, operating profit increased 52.8% to 731 million yen, ordinary profit increased 44.6% to 714 million yen, and quarterly net profit attributable to parent company shareholders increased 49.1% to 489 million yen. The Group's “Initiatives for Sustainable Raw Materials and Manufacturing” and “Efforts to Reduce Food Loss”
Kazusho Kamaboko --- 3Q sales increase, significant increase in profit, fishery products and side dish business showed strong sales
Kazusho Kamaboko ＜2904＞ announced consolidated financial results for the 3rd quarter (23/7/24 to 3/24) of the fiscal year ending 2024/6 on the 14th. Sales were 27.332 billion yen, up 6.2% from the same period last year, operating income was 1,470 billion yen (profit of 0.89 billion yen in the same period last year), ordinary profit was 1,461 billion yen (profit of 125 million yen), and quarterly net profit attributable to parent company shareholders increased 517.1% to 1,078 billion yen. Sales in the fishery products and prepared food business increased 7.8% from the same period last year to 23.962 billion yen
ALSOK, JT, etc. (additional) Rating
Target Stock Price Change Code | Stock Name | Securities Company | Conventional | After Change |------|---------|---------|---------|<2331＞|ALSOK | Nomura | 890 yen | 965 yen |＜2914＞|JT | Yamato | 3700 yen | 4100 yen |＜3099＞|Mitsukoshi i
Showa San---Termination of treasury stock acquisition and cancellation of treasury stock due to an off-site share purchase transaction (ToSTNet-3)
Showa Sangyo ＜2004＞ announced on the 14th that it has made a purchase regarding the share repurchase announced on 2024/5/13. The acquisition method was the closing price (including the final special price) of 3,435 yen on the 13th, and the purchase was outsourced during the Tokyo Stock Exchange off-site share purchase (ToSTNet-3) at 8:45 a.m. on 2024/5/14. The total number of shares that can be acquired is 1,000,000 shares (upper limit) (2.99% ratio to total number of issued shares), and shares purchased