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Delica HD Research Memo (4): Although the sales reached a record high, an ordinary loss was recorded due to worsening procurement rates and increased expenses such as labor costs.
■The performance trends of Delica Foods Holdings <3392> 1. Overview of the consolidated results for the interim period ending March 2025. The consolidated results for the interim period ending March 2025 show revenue of 28,056 million yen, a 10.7% increase compared to the same period last year, an operating loss of 111 million yen (compared to a profit of 329 million yen in the same period last year), a recurring loss of 73 million yen (compared to a profit of 379 million yen last year), and an interim net loss attributable to the parent company's Shareholders of 66 million yen (compared to a profit of 320 million yen in the same period last year). In terms of the market environment, the movement of people, including inbound tourism, shows that
Noritz steel machine, Mitsui Sumitomo Tra, etc. (additional) Rating
Upgrade - Bullish Code Stock Name Securities Company Previous After Changes ------------------------------------------- <1861> Kumagai Gumi Nomura "Neutral" "Buy" <9008> Keio JPM "Neutral" "Overweight" target stock price change Code Stock Name Securities Company Previous After Changes -----------------------------------------------
Sato HD, Rohm, etc. [List of stock information from newspapers]
*Sato HD <6287> visualizes waste management and recycling, develops a history management system (Nikkan Kogyo front page) - ○ *Mitsui Chemicals <4183> expects a 90% increase in operating profit for the fiscal year ending March 2029, urgently reconstructing the petrochemical-related business (Nikkan Kogyo page 3) - ○ *Nissan Motor <7201> continues production cut at 2 US factories for inventory optimization, until March next year (Nikkan Kogyo page 3) - ○ *Daikin Industries <6367> establishes a joint venture with a US company, test-selling air conditioning components (Nikkan Kogyo page 3) - ○ *Shikoku Electric Power <9507> with Sumitomo Corporation, power generation collaboration in Qatar with two South Korean companies
List of converted stocks (Part 2) [List of converted stocks for Parabolic Signal]
○ List of stocks transitioning to sell mode Market Code Company Name Closing Price SAR Main Board <1662> Petroleum Resources 1097 1175 <1663> K&O Energy 28753160 <1721> Comsys HD 31263299 <1861> Kumagai Gumi 34203610 <1879> Shin-Nihon Construction 15071590 <187A> Samty HD 32953300 <1963> JGC HD 13221412 <197
Air Water's Fiscal H1 Profit Swells 16%
Air Water Inc. Reports Strong Mid-Year Financial Growth
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