Kura Sushi USA Price Target Announced at $72.00/Share by TD Securities
We Think Kura Sushi USA (NASDAQ:KRUS) Can Afford To Drive Business Growth
Kura Sushi USA Raised to Buy From Hold by Lake Street
Today's flows: 02/21 DeNA saw an inflow of JPY¥ 4.67 billion, Mitsubishi Heavy Industries saw an outflow of JPY¥ 8.61 billion
On February 21st, the TSE Main Market saw an inflow of JPY¥ 764.15 billion and an outflow of JPY¥ 781.63 billion.$DeNA(2432.JP)$, $Tokyo Electron(8035.JP)$ and $Disco(6146.JP)$ were net buyers of JPY¥
The Nikkei average fell sharply by 486 points and continued to decline, but the drop narrowed as excessive selling pressure came to an end in the afternoon session of the 20th.
On the 20th, the Nikkei average stock price fell significantly, closing at 38,678.04 yen, down 486 yen and 57 sen from the previous day. The TOPIX (Tokyo Stock Price Index) also continued to drop, down 32.65 points to 2,734.60 points. The Nikkei average started trading with selling pressure from the morning. Additionally, the automotive tariff policy from U.S. President Trump weighed heavily, leading to poor performance in related stocks, and the decline in U.S. stock index Futures during extended hours trading added to the burden. Following a meeting between Prime Minister Shigeru Ishiba and Bank of Japan Governor Kazuo Ueda at noon, talks about interest rate hikes began.
February 20 [Today's investment strategy]
[FISCO Selected Stocks]【Material Stocks】Kura Sushi <2695> 2,590 yen (2/19) operates conveyor belt sushi "Kura Sushi" primarily in roadside locations. It has announced the reintroduction of its shareholder incentive program. The shareholder incentive program was set to be abolished after the reference date at the end of April 2025, but due to requests and opinions from many shareholders about the reinstatement of the program, it will be reintroduced. Previously, discount coupons were provided, but they will be changed to meal vouchers for easier use.【Emerging Markets Stock】ALiNK Internet <7
Kurazushi, with the reintroduction of the Shareholder preferential treatment system, is showing a limit-up indication.
The major revolving sushi chain Kura Sushi <2695.T> is seeing a buying frenzy at a limit-up price of 3,090 yen (up 500 yen from the previous day). After the market closed on the 19th, it announced the reinstatement of its shareholder gift program, which drew significant buying interest. The company will present meal vouchers to shareholders holding more than 100 shares listed on the shareholder registry as of the end of April each year, based on the number of shares held. Although the gift program was set for abolition after the cutoff date in April 2025, discussions on returning benefits to shareholders concluded with the decision to reinstate the shareholder gift program.
Focus on Kura Sushi and Nippon Professional Baseball, while Sanwells and FIG seem to be sluggish.
In the US stock market on the 19th, the Dow Jones Industrial Average rose by 71.25 dollars to 44,627.59, the Nasdaq Composite Index increased by 14.99 points to 20,056.25, and the Chicago Nikkei 225 Futures dropped by 185 yen compared to Osaka daytime at 38,985 yen. The exchange rate was 1 dollar = 151.40-50 yen. In today's Tokyo market, Kurazushi <2695> announced the reintroduction of the shareholder preferential system, UMC Electronics <6615> announced that it has established a mass production system with seven lines for products related to the electric vehicle industry, and the Tokyo Stock Exchange is...
<Today's Individual Materials> Midac HD, Garden, Kurazushi, FIG, etc. (Announced on the 19th)
▽ Midac HD <6564.T> has received a permit for changes to the industrial waste disposal facility regarding the increase in landfill capacity for stable final disposal sites in Hamamatsu City, Shizuoka Prefecture. ▽ Garden <274A.T> has introduced a shareholder benefit program that gives shareholders holding one unit (100 shares) or more a free voucher for a bowl of family-style ramen or oil soba usable at all Ichiryuu stores. ▽ Kurazushi <2695.T> has reintroduced its shareholder benefit program. ▽ FIG <4392.T> expects consolidated operating profit for the fiscal year ending December 2025 to be between 800 million and 1.1 billion.
Key points of attention for the PTS on the 19th = Kurazushi, FIG, Welldy, ALiNK, ETC.
▽ Kura Sushi <2695.T> reintroduces the Shareholder benefit program. ▽ FIG <4392.T> forecasts consolidated operating profit for the fiscal year ending December 2025 to be between 800 million and 1.1 billion yen (2.2 to 3.0 times year-on-year). ▽ Welldy <2901.T> enters into a strategic partnership agreement with Karada Note <4014.T>. ▽ ALiNK <7077.T> introduces a preferential system for long-term Shareholding. Shareholders with more than 100 shares and a continuous holding period of over one year will receive Quo cards according to the number of Shares held. ▽ Genda
Oriental Shiraishi, Nissui, etc. (additional) Rating
Upgraded - Bullish Code Stock Name Securities Company Previous After ----------------------------------------------------- <3291> Iida GHD Daiwa "3" "2" <4189> KH Neochem Daiwa "3" "2" <6504> Fuji Electric SMBC Nikko "2" "1" Downgraded - Bearish Code Stock Name Securities Company Previous After --------------------------------------------
F&LC hits a new high, favorably reflecting significant profit increase from October to December.
Food & Life Companies (F&LC) <3563.T>, which operates the rotating sushi restaurant "Sushiro" nationwide, has surged and updated its highest price since last year. At one point, it reached 4,199 yen, an increase of 681 yen from the previous day. The consolidated financial results for the first quarter of the fiscal year ending September 2025 (October-December 2024) announced this morning on the 7th were considered a significant factor. The operating profit for the first quarter was 9.579 billion yen, which is a 56.4% increase compared to the same period last year, exceeding the consensus by about 2.5 billion yen.
ESCAPE TO ISLAND VIBES WITH KURA SUSHI'S PARADISE POKE
Hulic, MonotaRO, etc. (additional) Rating
Target Price Change Code Stock Name Brokerage Firm Previous After-------------------------------------------------<3003> Hulic Daiwa 1800 yen 1850 yen <3064> MonotaRO GS 1700 yen 1900 yen <3279> API Morgan S 378000 yen 380000 yen <4343> Aeon Fan Morgan S 6000 yen 6100 yen <4507> Shionogi GS 2900 yen 2950 yen <451
Rating information (Target Price change - Part 1) = SMS, Hulic, ETC.
◎Nomura Securities (three-tiered: Buy > Neutral > Reduce) SMS<2175.T>-- "Buy" → "Buy", 4,900 yen → 3,500 yen Konami G<9766.T>-- "Buy" → "Buy", 15,700 yen → 17,600 yen Gold Clay<8871.T>-- "Buy" → "Buy", 3,410 yen → 3,415 yen Kurazushi<2695.T>-- "Neutral" → "Neutral", 4,400 yen → 3,100 yen TOTO<5332.T>-- "Ni
Kura Sushi: Interim report.
Kura Sushi: Confirmation
Kura Sushi: Securities Report - 29th Term (2023/11/01 - 2024/10/31)
Kura Sushi Highlights Growth Amid Challenges in Earnings Call
List of Conversion Stocks (Part 1) [List of Parabolic Signal Conversion Stocks]
○ List of stocks for Buy reversal in the market Code Name Closing Price SAR Main Board <1429> Japan Aqua 757 715 <1882> Toa Road 129 61240 <1888> Wakachiku Construction 358 03400 <1929> Nippon Tokken 100 7976 <1950> Nippon Densetsu 193 01859 <2124> JACR 681 670 <2175> SMS 162 31504 <2198> AIKIK 77