DyDo and others announced --- monthly trends.
DyDo <2590> and others announced "announcement on December 27" company name ⇒ stock code: July ⇒ August ⇒ September ⇒ October ⇒ November ⇒ December Kyoritsu Maintenance <9616>: 13 ⇒ 6 ⇒ 19 ⇒ 14 ⇒ 12 ⇒ -DyDo <2590>: -8.7 ⇒ 0.5 ⇒ -6.8 ⇒ -12.9 ⇒ 2.8 ⇒ -4.9 Askul <2678> (entire company): -0.4 ⇒ 6.4 ⇒ 0.1 ⇒ -7.3 ⇒ 7.1 ⇒ 1.3 Genky Drug Stores <9267>:
ASKUL: Confirmation
ASKUL: Semi-Annual Report - Term 62 (2024/05/21-2025/05/20)
As soon as the news of Japan easing tourist visas for people from China was released, local retail travel stocks surged immediately.
① The Japanese Foreign Minister, Toshimitsu Motegi, announced the relaxation of visa requirements for Chinese tourists to Japan, expected to be implemented in spring 2025. ② After the announcement, retail and tourism-related stocks in Japan rose, with J. Front Retailing Co. soaring by 8.38%, while Isetan Mitsukoshi Holdings and Takashimaya increased by 6.98% and 3.69%, respectively.
China and Japan will introduce policies to facilitate tourism, and Japanese retail and tourism stocks have responded with an increase.
Retail and tourism-related stocks in Japan rose after the Chinese government and the Japanese government agreed to introduce more facilitation measures to promote mutual visits of tourists between the two countries.
Market Overview Enterprises are reaching new highs.
The stocks that reached new high prices on the Tokyo Stock Exchange Main Board are Meisai Industry <1976> and Market Enterprise <3135> for a total of 19 stocks. The stocks that reached new low prices on the Tokyo Stock Exchange Main Board are Meiji Holdings <2269> and Askul <2678> for a total of 19 stocks. "Tokyo Stock Exchange Main Board" "Tokyo Stock Exchange Standard" "Tokyo Stock Exchange Growth" New high prices New low prices New high prices New low prices New high prices New low prices 12/24 191926748 12/23 334231671 12/20 442523463.
Sekisui House, Rakusuru, etc. (additional) Rating
Upgraded - Bullish Code Stock Name Securities Company Previous Change After ------------------------------------------------- <2678> Askul City "3" "2" Downgraded - Bearish Code Stock Name Securities Company Previous Change After ------------------------------------------------- <2678> Askul Mizuho "Buy" "Hold" Target Price Change Code Stock Name Securities Company Previous Change
Rating [Securities company ratings]
Upgrade - Bullish Code Stock Name Brokerage Firm Previous Change After----------------------------------------------<2678> Askul Citi "Sell" "Hold" Downgrade - Bearish Code Stock Name Brokerage Firm Previous Change After----------------------------------------------<2678> Askul Mizuho "Buy" "Hold" <6920> Laser Tech Mito "B+" "B"
ASKUL Completes Treasury Stock Buyback
Stocks that moved the previous day part 1: Torigoe Flour Milling, Tanseisha, Socionext, etc.
Stock Name <Code> Closing Price on the 16th ⇒ Change from the Previous Day Torigoe Seifun <2009> 853 +150 Positive reaction to the change in shareholder return policy and the expansion of the shareholder incentive program. Japan M&A <9236> 942 -190 For the fiscal year ending in October 2024, operating income is expected to turn from a profit of 0.017 billion yen to a loss of 0.014 billion yen. Karada Note <4014> 492 -100 The operating loss widened in the first quarter. Alphax Food System <3814> 324 0 Attendance record management system is.
Hamee, River Electech, Link Yu G, etc.
<3441> Sannou 787 +87 surged. The company announced its first-quarter financial results last weekend. The operating profit is 0.34 billion yen, an increase of 44.1% compared to the same period last year, significantly exceeding the unchanged full-year plan of 0.25 billion yen, which is a 7.3% increase compared to the previous period. The ongoing impact of Stunk in China has led to prolonged inventory adjustments, particularly in the industrial equipment sector, but there is a trend of some demand recovering, supported by stable movements in the Automobiles market and a bottoming out in the Communications market. There has been significant upside in performance.
MIXI has updated its high price [New high and new low stocks updated].
The stocks that reached new highs on the Tokyo Main Board include Shimizu Construction <1803> and Wakachiku Construction <1888> with a total of 34 stocks. The stocks that reached new lows on the Tokyo Main Board include Tama Home <1419> and Askul <2678> with a total of 47 stocks. "Tokyo Main Board" "Tokyo Standard" "Tokyo Growth" New Highs New Lows New Highs New Lows New Highs New Lows 12/1634473047123612/1341412245142312/1277132834102112/113923202.
Ascle is experiencing a significant drop, with the decline in profit rate further intensifying during the September to November period.
Asukuri <2678> saw a significant drop. Last weekend, it announced its half-year results, with operating profit at 6.03 billion yen, a 16.8% decrease compared to the same period last year, and for the period from September to November, it reported 3.45 billion yen, a 21.8% decrease, indicating an expanded decline in profits. Concerns about downward revisions to the unchanged full-year plan of 18 billion yen, which is a 6.2% increase from the previous term, seem to be strengthening. Due to intermittent price increases and revisions to delivery rates, the number of customers is decreasing, and the gross profit margin appears to be declining due to the impact of exchange rates. From the second half onward, there are expectations for recovery in exchange positions and goods.
Stocks that moved or were traded in the first half of the session.
*Dainkyo Co., Ltd. <9743> 930 +99 announced an upward revision of performance and Dividends estimates.* Japan Micro Devices <6871> 4155 +365 U.S. SOX Index has risen by over 3%. *Socionext <6526> 2842 +236 aims to fill the gap in November amidst rising Semiconductors stocks. *Mitsui High-tec <6966> 899 +67 excessive caution subsides after the third quarter Earnings Reports. *Macbee Planet <7095> 2971 +171 last week saw favorable Earnings Reports after.
Snow Brand Meg, Kobe Bussan ETC (additional) Rating
Changes in Target Price Code Stock Name Brokerage Firm Previous After ----------------------------------------------- <2270> Snow Brand Milk Mizuho 3250 yen 3300 yen <2282> Japan Ham Morgan Stanley 5300 yen 5400 yen <3038> Kobe Bussan Nomura 3800 yen 4000 yen <3402> TORAY INDS INC Morgan Stanley 980 yen 1210 yen <4681> Resort Trust Morgan Stanley 3450 yen 3700 yen <4681> Resort Trust
Three points to pay attention to in the latter half of the session - Buy leads but with a heavy upward movement.
In the afternoon trading on the 16th, I would like to focus on the following three points: • The Nikkei Average rebounds, with buying leading but a heavy upward trend. • The USD/JPY is slightly firm, with USD buying and JPY selling. • The top contributor to the increase is Advantest <6857>, and the second is Chugai Pharmaceutical <4519>. ■ The Nikkei Average rebounds, with buying leading but a heavy upward trend. The Nikkei Average has rebounded, ending the morning trading at 39,533.55 yen, up 63.11 yen (Volume estimated at 0.8 billion, 12.46 million shares). Last weekend, the Dow Inc in the US market was up 86.06.
The Nikkei average rebounded, with buying prevailing but a heavy upper range.
The Nikkei average has rebounded, closing the morning session at 39,533.55 yen, up 63.11 yen, with an estimated Volume of 0.8 billion or 12.46 million shares. Last weekend, the Dow Inc dipped 86.06 dollars to close at 43,828.06 dollars, while the Nasdaq finished up 23.88 points at 19,926.72 points. Major companies' earnings reports were well-received. However, the Dow faced selling pressure from speculation over a slowdown in the Federal Reserve's rate cut pace and profit-taking, leading to a decline and a weak trend throughout the day.
December 16th [Today's Investment Strategy]
[Fisco Selected Stocks] 【Material Stocks】 Tanseisha Co., Ltd. <9743> 831 yen (12/13) engages in display planning and design for commercial facilities and cultural institutions. The earnings forecast for the fiscal year ending January 2025 has been upgraded. Operating profit is expected to be 5 billion yen (up 28.8% year-on-year). This is a 25% increase from the previous forecast. With a favorable market environment, demand is strong, primarily in the commercial QITABANKUAI business and Options Chain business, with expectations exceeding the previous forecast. The year-end dividend is set at 25 yen, compared to the previous forecast of 15 yen, and the previous fiscal year.
Three key points to pay attention to in the first half: The SQ value is likely to be viewed as a Resistance.
In the trading session prior, I would like to focus on the following three points. ■SQ values are likely to be recognized as Resistance. ■Askul, operating profit for Q2 decreased by 16.8% to 6.028 billion yen. ■Focus materials for the morning session: Omron introduces AI for tariff compliance, reducing working hours by half. ■SQ values are likely to be recognized as Resistance. The Japanese stock market on the 16th is likely to become more stagnant while waiting for financial events, although market resilience is expected to be a focus. On the 13th, in the USA market, the Dow Jones Industrial Average dropped by 86 dollars, and the Nasdaq is.
Focus on Danqing Company and Kobe Bussan, while Askul and Ya-man may be underperforming.
Last weekend, on the 13th, in the US stock market, the Dow Jones Industrial Average was down by $86.06 at 43,828.06, the Nasdaq Composite Index was up by 23.88 points at 19,926.72, and the Chicago Nikkei 225 Futures was up by 100 yen compared to the Osaka daytime at 39,570 yen. The exchange rate was 1 dollar = 163.60-70 yen. In today's Tokyo market, Kobe Bussan <3038>, which revised upward its medium-term management plan targets with operating profit estimates of 11.8% increase from the previous period and 9.8% increase for the current period, has also revised upwards its performance and dividends forecast for the January 2025 term.