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Asukuru and other [buying demand for next week].
[Buy Demand for Next Week (Table)] Code; Stock; Stock Price Impact; Buy Demand; Credit Ratio; Closing Price; Day-to-Day Change ＜9885＞;Shalre;665%;77800;5.56;361;-4 ＜3035＞;KTG;620%;3100;18.69;554;1 ＜5240＞;MonoAI;453%;60200;5.64;413;-3 ＜3091＞;BroncoB;401%;77700;0.15;3690;20 ＜7925＞;Maesawa Chemicals;30
SFP Research Memo (4): Towards the establishment of new revenue drivers through steady achievements such as expanding into local urban areas and fostering focused formats.
■SFP Holdings <3198> main business achievements 1. In the first half of the 2025 fiscal year, there were achievements in new store openings and business format conversions. Specifically, four new stores (including 2 franchise stores) were opened and one store underwent a business format conversion. It is noteworthy that the expansion into underserved areas for the first time, such as Kanazawa City (Ishikawa Prefecture) focusing on outlying cities, and the opening of new stores (2 stores) under the popular tavern business format ("Gono-Gono") as the "second pillar". Specifically, the "Isomaru Suisan" Kanazawa store has 20...
SFP Research Memo (2): Expanding popular brands such as Isomaru Suisan and Toriryo Shoten. Also focusing on expanding into regional cities.
■Company Overview 1. Business Description SFP Holdings <3198> operates popular formats such as "Isomaru Suisan" (seafood izakaya) and "Toriryo Shoten" (specialized in chicken dishes) with 24-hour operation in front of stations and downtown areas (storefront). In addition, the company is focusing on developing a second pillar of profitable mass tavern formats with low investment. Since 2020, the industry as a whole has been affected by the COVID-19 pandemic, but the company has been working on strengthening its earnings structure and adapting to environmental changes, resulting in steady performance.
SFP Research Memo (1): Operating profit decreased despite increased revenue in the first half of the fiscal year ending February 2025. Expecting increased revenue and profit for the full year.
■ Summary 1. Company Overview: SFP Holdings <3198> operates popular businesses such as "Isomaru Suisan" (seafood izakaya) and "Toriyoshi Shoten" (specialty chicken restaurant) in front of stations and bustling areas (street shops) with 24-hour operations. By establishing a unique revenue model that maximizes customer traffic due to prime locations, it has achieved high profitability and growth. Since the fiscal year ending February 2021, performance has been significantly impacted by the spread of the novel coronavirus infection (hereinafter referred to as the COVID-19 pandemic).
Driven by the weak yen, the consumer spending of tourists visiting Japan in the first 9 months has reached a new high.
①Driven by the weakness of the Japanese yen, Japan's tourism industry is extremely hot in 2024; ②Data shows that as of September, international tourists spent 5.86 trillion yen in Japan (equivalent to 39.27 billion US dollars); ③This exceeded the consumption record of 5.3 trillion yen set for the full year of 2023.
Rating [security companies rating]
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