As soon as the news of Japan easing tourist visas for people from China was released, local retail travel stocks surged immediately.
① The Japanese Foreign Minister, Toshimitsu Motegi, announced the relaxation of visa requirements for Chinese tourists to Japan, expected to be implemented in spring 2025. ② After the announcement, retail and tourism-related stocks in Japan rose, with J. Front Retailing Co. soaring by 8.38%, while Isetan Mitsukoshi Holdings and Takashimaya increased by 6.98% and 3.69%, respectively.
China and Japan will introduce policies to facilitate tourism, and Japanese retail and tourism stocks have responded with an increase.
Retail and tourism-related stocks in Japan rose after the Chinese government and the Japanese government agreed to introduce more facilitation measures to promote mutual visits of tourists between the two countries.
Senshukai: Extraordinary Report
Recruit HD, 2Q operating profit increased by 13.4% to 269.7 billion yen
Recruit HD <6098> announced that the second quarter performance for the quarter ending March 2025 showed sales revenue increased by 5.4% year-on-year to 1.7987 trillion yen, and operating profit increased by 13.4% to 269.8 billion yen. All HR technology business, matching & solution business, and temporary staffing business reported revenue growth. It exceeded the consensus of around 255 billion yen. Operating profit for the fiscal year ending March 2025 was revised upwards from 390 billion yen to 442.7 billion yen. Consensus.
Senshukai: Notice of revisions to full-year earnings forecasts
Senshukai: Summary of financial results for the 3rd quarter of the fiscal year ending 2024/12 [Japanese GAAP] (consolidated)
Senshukai Co 9-Mos Loss Y2.81B Vs Loss Y4.66B
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.
SMBC Nikko Securities decrases its stake in Senshukai(8165.JP) to 3.8%
On Oct 7, SMBC Nikko Securities and related parties submitted the Change Report to Ministry of Finance. The report shows that SMBC Nikko Securities and related parties decreased their holdings in $
Rework Research Memo (3): Providing high-quality single-family residences to the first time homebuyers as the target materials.
■ Overview of Lib Work <1431> Business 1. Business Overview The company primarily targets the first-time home buyers and provides high-quality detached residences (order-made and speculative homes). As of the end of June 2024, the company operates in Kyushu area, including Kumamoto, Saga, Fukuoka, Oita, and in the Tokyo metropolitan area, Chiba, and Kanagawa prefectures (including its subsidiary, Takueihome). It has 25 permanent model homes, with 3 locations (Kasuya-gun, Fukuoka prefecture, Oita city, Oita prefecture, Mihama-ku, Chiba city) being large-scale showrooms.
Senshukai: Semi-annual report - 80th period (2024/01/01 - 2024/12/31)
Senshukai: Shinshu Kasei Co., Ltd. (Fiscal Year 2024 Second Quarter Financial Results Briefing Materials)
Senshukai: 2024 December Q2 (Interim) Financial Results (Japan Standard) (Consolidated)
Ribworks - Sale started on the mail order channel 'Veru Inc Days House (Belle Maison Days House)'
Lib Work <1431> announced on the 30th that it will open a "BELLE MAISON DAYS house" jointly developed with Senken Shimbun <8165> in Chiba City and start operating on August 3, 2024. During the development process of this residence commodity, fan meetings and user surveys were conducted with core fans of Bell Maison, and user insights were extracted from the information obtained, which were used for product development. In the future, Bell Maison's
Buy demand next week for Maesawa Chemical Industry and others.
[Buy demand for next week (table)] Code; Stock; Stock price impact; Buy demand; Credit multiplier; Closing price; Previous day comparison <9046>: Kobe Electric Railway; 390%; 35,900; 0.06; 2772; -3 <2796>: Farmalize; 345%; 7,600; 7.09; 635; -2 <3198>: SFP; 315%; 77,900; 0.15; 2163; -5 <8118>: King; 254%; 6,100; 62.03; 755; 0 <9428>: Crops; 20
Senshukai: Quarterly Report - 1st quarter of the 80th term (2024/01/01 to 2024/03/31)
King Jim, etc. [Next week's purchase demand]
[Next Week's Purchase Demand (table)] Code; Stock Price Impact; Buy Demand; Credit Ratio; Closing Price; Price Ratio; Previous Day Ratio <2196>; ESCRI; 410%; 110400; 3.57; 291; -1 <4896>; K Pharma; 333%; 6000; 11.86; 640; -8 <7962>; King Jim; 161%; 21900; 0.06; 890; 0 <7816>; Snow Peak; 132%; 29500; 1.80; 1246; 2 < 2 < 3547>; Kushikatsuda
Senshukai: Summary of financial results for the 1st quarter of the fiscal year ending 2024/12 [Japanese GAAP] (consolidated)
Kubota, Hoshizaki, Tokyo Electron, NTT (10 days) (6027-9990)
*The above calendar is just a schedule and is subject to change due to company circumstances. ---------------------------------------5/10 (Fri) <6027>LawyerCom <6036>Keeper Giken <6046>Linkbal <6059>Uchiyama HD<6063>EAJ <6071>IBJ<6103>Okuma <6134>FUJI
Senshukai: Confirmation letter