Mk Seiko: Half-Year Report - 69th Term (2024/03/21-2025/03/20)
Mk Seiko: Notice regarding differences between consolidated earnings forecasts and actual values for the second quarter (interim period) of the fiscal year ending March 31, 2025 and revisions to full-year earnings forecasts
Mk Seiko: Summary of financial results for the 2nd quarter (interim period) for the fiscal year ending March 31, 2025 [Japanese GAAP] (consolidated)
Nomura Holdings, Shin-Etsu Chemical, Chugai Pharmaceutical, Hitachi Construction (25th)
※Please note that the above calendar is a schedule and subject to change depending on the company's circumstances.---------------------------------------October 25th (Gold) <2481> Town News <2664> Kawachi Pharmaceuticals <2790> Nafco <2804> Bulldog <3231> Nomura HD <3912> Mobafac <4063> Shinetsu Chemical Industry <4519> Chugai Pharmaceutical
No schedule (21st) [Financial schedule]
※The above calendar is just a schedule and may be subject to change depending on the company's circumstances.---------------------------------------October 21st (Mon)---------------------------------------October 22nd (Tue) <8218> Komeri <9278> Book Off GHD <9691> Ryomo System---------------------
Three key points to focus on in the morning session ~ Market development focused on rebound despite the deadlock ~
In the morning session trading on the 30th, I want to focus on the following three points: ■ Market development with a conscious rebound despite a stalemate ■ Tosho, 25/3 upward revision: operating profit of 5 billion yen ← 4.7 billion yen ■ Focus material in the morning: Nippon Steel, arbitration result of US Steel acquisition next month, Vice Chairman's outlook ■ Market development with a conscious rebound despite a stalemate The Japanese stock market on the 30th is likely to see a market development with a conscious rebound despite a stalemate. In the US market on the 29th, the Dow Jones Industrial Average rose 243 points, and the Nasdaq
Japan Steel, Sojitz, etc. [List of stock materials from newspapers]
*Okaya Steel Machinery <7485> expands deeply in Asia, establishes new company in Vietnam and increases staff in India (Nikkan Kogyo front page) - *Nippon Steel <5401> vice chairman expects arbitration result on US Steel acquisition next month (Nikkan Kogyo front page) - *NTT <9432> and Chunghwa Telecom open IOWN between Japan and Taiwan, the first international communication (Nikkan Kogyo page 3) - *TDK <6762> collaborates with Tokyo Medical and Dental University to measure heart activity non-contactly using magnetic sensors (Nikkan Kogyo page 3) - *Sojitz <2768> invests in DX emerging agriculture, grain harvest prediction
Mk Seiko: Quarterly Report - 69th Quarter 1 (2024/03/21-2024/06/20)
Enish and other stocks with attractive potential seen from volume changes.
Stock Closing Price Change Volume*<2991>LandNet 1424 +76 154800*<7162>Astromax 272 +35 3224400*<4657>Environmental Management 555 +25 439900*<5906>MK Seiko 435 +35 248700*<3241>Will 485 +12 111600*<3912>
Investment strategy for today, July 29th.
[Fisco selected stock] [Material stock] MK Seiko <5906> 400 yen (7/26) handles repair equipment for cars such as gate-type car wash machines and transportation information boards. It has revised its financial estimates for the first half of 25 years ending March. Operating profit is expected to be 1.1 billion yen (an increase of 12.1% compared to the same period last year). The previous estimate was doubled. Due to the strong investment interest in improving non-oil revenue and the demand for labor-saving maintenance operations, the SS business is doing well. The full-year estimate has not been revised. Operating profit for the year ending March 25 is 10.0.
Pay attention to Nippon Electric and Tohoku Steel, while Hitachi Construction Machinery and SMS are weak.
In the US stock market last weekend, the Dow Jones Industrial Average rose 654.27 points to 40,589.34, and the Nasdaq Composite Index rose 176.16 points to 17,357.88. The Chicago Nikkei 225 futures rose 545 yen to 38,235 yen compared to the Osaka day-ask price for the day. The exchange rate is 1 dollar = 153.70-80 yen. In today's Tokyo market, high-purity <4973> reported a 2.7-fold increase in operating profit for the first quarter from the same period last year, while Misumi G <9962> saw a 31.4% increase and Keyence saw a 10.9% increase in the same period.
Shin-Etsu Chemical's 1Q operating profit increased by 0.1% to 191 billion yen.
For the first quarter of the fiscal year ending in March 2025, Shin-Etsu Chemical Co., Ltd. <4063> announced that its revenue decreased by 0.2% to 597.93 billion yen compared to the same period last year, and its operating profit increased by 0.1% to 191.023 billion yen. Both operating profit and ordinary profit were almost the same as the same period last year. Automotive input devices performed well against the backdrop of the automobile industry's recovery, and silicone rollers for office equipment also saw an increase in sales due to an expansion in orders for new products. The FY March 2025 performance saw a 3.5% increase in revenue compared to the previous year.
Mk Seiko: Announcement of revised financial estimates.
Mk Seiko: March 2025 quarter 1 financial results announcement [Japan standard] (consolidated)
MK Seiko 1Q Net Y515.00M Vs Net Y160.00M
MK Seiko Sees 1H Net Y700.00M
M3, Shin-Etsu Chemical, Keyence, and Misumi Group (on the 26th).
※The calendar above is only a tentative plan and may be subject to change due to company circumstances.---------------------------------------July 26th (Fri) <1964>Chugai Ro <1972>Mikako Metals <2175>SMS <2413>MSL <2491>V Com-merce <2664>Kawachi Yakuhin <2737>Tohmen Develo <2804>Bulldog <3301>JFE Engineer
Nomura Holdings, Chugai Pharmaceutical, Nissan Motor, Canon Inc.-spons adr (25th).
※The above calendar is only tentative and subject to change due to company circumstances.---------------------------------------July 25th (Thu) <1723> Nippon Electric Co. <3199> Watanabe Textile HD <3231> Nomura FHD <3969> Eight Red <4107> Isehara <4307> NRI <4373> Simplex HD <4462> Ishihara Chemical <
Orbic, Ono Keiki, PLANT, Canon Electronic (24th).
※The above calendar is only a schedule and may be subject to change due to company circumstances. --------------------------------------- July 24th (Wednesday) <1775> FFE&C <4684> ORBIS <4733> OBC <6807> Aviation electronics <6858> Ono gauge <7646> PLANT <7739> Canon electronics <7931> Future labor
Nidec Corporation sponsored ADR, KOA, Mitsubishi Motors, and Komori Corporation (23rd).
※The above calendar is tentative and subject to change depending on the company's circumstances. --------------------------------------- July 23 (Tue) <4722> Future, <6594> Nidec Corporation Sponsored ADR, <6999> KOA, <7211> Mitsubishi Motors, <8218> Comelco, <9691> Ryomo Systems ------------------------------