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Information on individual stocks.
Laicon <9168.T> will form a capital and business partnership with SHIFT <3697.T>. SHIFT plans to acquire 33.0% of the company's stocks (based on voting rights ownership) for 7.618715 billion yen, and will become an equity-method affiliate. This will enable the company to expand the range of projects it can acquire by collaborating with SHIFT in strategic consulting projects. The stock price is fluctuating. McDonald's <2702.T> announced its monthly revenue for March (preliminary), with same-store sales showing a year-on-year increase of 5.
April 7 [Today's Investment Strategy]
[FISCO Selected Stocks]【Material Stocks】Marumae <6264> 1150 yen (4/4) Engages in key Components for Semiconductor and FPD manufacturing equipment. Announced first-half financial results. Operating profit is 0.952 billion yen. Turned from a loss of 0.078 billion yen in the same period last year to a profit. The previous Financial Estimates were 0.94 billion yen. As a trend to eliminate excess inventory from customers has begun, orders for consumables have rapidly recovered from September 2024, and orders from new customers are also progressing smoothly. Operating profit for the fiscal year ending August 2025 is expected to be 1.6 billion yen.
Aeon, downward revision on February 25, operating profit 237 billion yen ← 270 billion yen.
Aeon Co., Ltd. (8267) announced a revision of its performance estimates for the fiscal year ending in February 2025. Operating revenue is expected to rise from 10 trillion yen to 10 trillion 134 billion yen, setting a new record; however, operating profit has been revised downward from 270 billion yen to 237 billion yen. Due to rising prices and changes in consumer behavior caused by climate change, the improvement of gross profit margin in the retail business did not proceed as expected, resulting in a decrease in profit. [Positive evaluation] 6279 Zui Kō Holdings full-year | 5900 Daiken full-year | 6093 Escrow AJ full-year | 3353 Medicare.
Key points of interest for the PTS on the 4th = Adastria, Marumae, Yaskawa Electric, Disco ETC.
▽ Adastria <2685.T>, the consolidated operating profit Financial Estimates for the fiscal year ending February 2026 is expected to be 19 billion yen (an increase of 23% compared to the previous term). The shareholder benefit program is being expanded. A medium-term management plan has also been formulated. ▽ Marumae <6264.T>, for the first half of the fiscal year ending August 2025, the standalone operating profit is 950 million yen (compared to a loss of 80 million yen during the same period last year). In Semiconductors, orders for consumables have recovered, and orders from new customers are also going well. The FPD (Flat Panel Display) sector is also performing well. ▽ Yaskawa Electric <6506.T>, the consolidated operating profit for the fiscal year ending February 2026.
eXmotion: Supplementary explanation of financial results for the 1st quarter of the fiscal year ending 2025/11
eXmotion: Summary of financial results for the 1st quarter of the fiscal year ending 2025/11 [Japanese GAAP] (consolidated)