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
Nissan revised its operating profit downwards to 150 billion yen from 500 billion yen on March 25th.
Nissan <7201> announced a revision to its 2025 fiscal year financial estimates. The operating profit was revised downward from 500 billion yen to 150 billion yen. The assumed exchange rate was revised to 1 dollar = 149 yen (previously 1 dollar = 155 yen), and 1 euro = 164 yen (previously 1 euro = 167 yen). The global passengers carried is set at 3.4 million units, down from the previous estimate of 3.65 million units. It was also announced that they will sell some of the shareholding in Mitsubishi Motors <7211>. [Positive Assessment] <5801> Furukawa Electric midterm | <674
Air Water: Confirmation letter
Air Water: Half Year Report - 25th Term (2024/04/01 - 2025/03/31)
Air Water: Summary of financial results for the 2nd quarter (interim period) for the fiscal year ending March 31, 2025 [IFRS] (consolidated)
Kirin Holdings, shiseido company,limited sponsored adr, Tokyo Metro, NTT (7 days)
※The above calendar is only a schedule and may be subject to change due to company's convenience. ---------------------------------------November 7th (Thu) <1375> Yukiguni Maitake <1382> Hobe <1439> Yasue Construction <147A> Soracom <1515> Nittetsu-ko <1719> Ando Hazama <1720> Tokyu Construction <1738> NITTOH <1788
Companies like Air Water and Kawasaki Heavy Industries.
*Air Water <4088> new building in Hokkaido Ishikari, 50% increase in LNG trucking production (Nikkan Kogyo on page 1) - ○ *Fujifilm <4901> Utilization of DX information infrastructure, optimal inventory of 300 camera companies (Nikkan Kogyo on page 3) - ○ *KDDI Corporation <9433> 30 gigabytes usage for 3,278 yen per month, new plan to compete with Docomo (Nikkan Kogyo on page 3) - ○ *Kawasaki Heavy Industries <7012> successful hydrogen combustion in the operation test of aircraft engines (Nikkan Kogyo on page 4) - ○ *Subaru Corp unsponsored adr <7270> Next-generation hybrid
Air Water To Go Ex-Dividend On September 27th, 2024 With 32 JPY Dividend Per Share
September 26th (Japan Standard Time) - $Air Water(4088.JP)$ is trading ex-dividend on September 27th, 2024.Shareholders of record on September 30th, 2024 will receive 32 JPY dividend per share. The
Asahi, JVCKW, etc. (additional) Rating
Upgrade - Bullish Code | Stock Name | Securities Company | Original | After Change ------|-----------------|-------------|--------------|------------ <3110>|Nippon Spinning | Mizuho | "Hold" | "Buy" <3349>|Cosmos Pharmaceuticals | JPM | "Underweight" | "
List of conversion stocks [List of conversion stocks for parabolic signals]
Buy conversion stock list market code stock name closing price SAR Tokyo Prime <1860> Toda Ken 1015 894 <2002> Nisshin Flour G 1902 1685 <2229> Calbee 3297 2880 <2659> Sankyo 5010 4615 <2874> Yokorei 1014 905 <3000> Wanhe Technology A 305 256 <3001> Tianma Microelectronics 351 302 <3002> Boe Technology 86 73 <3003> Dachuan Technology 195 166 <3004> Ningbo Huaxiang 204 174 <3005> Beibei Group 196 167 <3006> Yinhua Technology 68 58
Air Water - aiming for a rebound conscious of the 52-week line.
Showing a gradual rebound from the bottom of 1737.5 yen on August 5th. In the weekly Ichimoku cloud, the trend that uses the lower limit of the cloud as resistance and goes upward is likely to be noticed as support lines. First, it seems to be aimed at a rebound targeting around the 52-week line, assuming that the window is filled. It has finally surpassed -2σ from the -3σ break of the weekly Bollinger Band and is still being oversold.
List of cloud-clearing stocks (weekly) (part 2)
List of stock names that have fallen below the cloud: Market Code Company Name Closing Price Leading Span A Leading Span B Tokyo Stock Exchange Prime <1301> Gyokuyo 3675 3787.5 3745 <1885> Toa Construction 902 1012.5 916.5 <1899> Fukuda Corporation 4995 5303.75 5115 <1945> Higashi
Recruit Holdings' operating profit in the first quarter increased by 5.1% to 127.8 billion yen.
Recruit HD <6098> announced its Q1 2025 financial results for March, with sales revenue up 6% YoY to ¥901.558 billion and operating profit up 5.1% YoY to ¥127.818 billion, exceeding the consensus (approximately ¥118.2 billion). The main HR technology and staffing businesses, such as Indeed, grew, as did financial revenue. [Positive evaluation] <8604> Nomura | <6524> Hubei Industrial Medium <4452>
Air Water Inc. Showcases Strong Q1 Financial Growth
Air Water Inc Sees 1H Net Y21.00B