Sanji Service Research Memo (2): Expand total maintenance services targeting all equipment.
■Company Overview of Stem Inc <6044> 1. Company Overview The company operates a total maintenance service covering all equipment such as air conditioning equipment, electricity, kitchen, and sanitary facilities, with a core call center operating 24 hours a day, 365 days a year, including design, construction, maintenance management, and repair. At the time of its establishment in 1977, it mainly operated maintenance business for large air conditioning equipment as a manufacturer-designated store of Sanyo Air Conditioning System Service Co., Ltd. (now Panasonic Appliance Systems Co., Ltd.).
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.
Life: Confirmation letter
Life: Half Year Report - Term 70 (2024/03/01-2025/02/28)
List of stocks with cleared clouds (Part 2) [Ichimoku Kinko Hyo: List of Stocks with Cleared Clouds]
○ List of breakout stocks under the cloud market Code Stock Name Closing Price Leading Span A Leading Span B Tokyo Stock roku inc <7259> Aisin 1585 1597.75 1604.5<7282> Toyota 2469 2507 2498<7384> Proclear HD 1773 1805 1790.5<7447>
Stocks that moved the day before part1 SellNet Advertisement, Image Information, Life Corporation, etc.
Stock Name <Code> Closing Price on the 8th ⇑ Compared to the previous day. Tohtenkou <8181> 905 +7925 upward revision of profit forecast for the fiscal year ending February 2025. B and P <7804> 1880 +8024 upward revision of dividend forecast for the fiscal year ending October 2024. Punch <6165> 442 +18 Misumi G <9962> ties up with capital business. Timco <7501> 764 -2524 downward revision of performance forecast for the fiscal year ending November 2024. Sell Net Advertising <9235> 1867 +151 conducts super shortwave broadcasts in Fukuoka
Life's Profit Rises Over 4% in Fiscal H1
Active and newly listed stocks during the morning session.
*Life Drink Company <2585> 1846 +128 Is there a sense of completion in selling after the ex-rights adjustment? *Nitto Boseki <3110> 6420 +260 Now considered as a part of the datacenter sector. *Sega Sammy HD <6460> 3119 +129 Are considering further purchases of gaming stocks by Saudi funds as a factor. *Kansai Electrical Utilities <9503> 2628.5 +100.5 Electrical utility stocks have been relatively firm due to factors such as the restart of the Onagawa Nuclear Power Plant. *Fujitsu <6
Hot stocks digest (morning session): Nextage, Shuppin, Life Corporation, etc.
Fujikura <5803>: 5140 yen (+153 yen) significant extension. Goldman Sachs Securities continues to recommend a 'buy' investment decision, raising the target stock price from 5100 yen to 7000 yen. It is said that optical connectors and optical fiber cables for datacenters and AI generation will be drivers of performance, and there is a possibility of revising upward performance estimates again after the second quarter. In addition, it is not necessary to make a huge investment in facilities, and the improvement of the equity ratio will continue.
Life Corp. sees a sharp decline, turning to a decrease in operating profit for the first half of the year.
Life Corporation <8194> fell sharply. The company announced its first-half financial results the previous day. Operating profit decreased by 1.4% year-on-year to 12.2 billion yen, a sharp turnaround from the 9.4% increase in the first quarter to a decline. The increase in raw material prices in the livestock industry affected the gross profit margin, and personnel expenses also increased due to treatment improvements and direct employment promotion. The full-year financial estimate is 24.7 billion yen, a 2.4% increase from the previous year, unchanged. In addition, the company announced the implementation of a voluntary tender offer to repurchase its own shares through off-auction trading, with an acquisition limit of 8.15% of the issued shares.
Volume change rate ranking (9 o'clock) - Create SDH, Yutori, etc. rank in.
In the volume change rate ranking, you can understand the interest of market participants such as trends in lacquer by comparing the average volume of the latest 5 days with the volume on the day of delivery. Top volume change rate [as of 9:32 on October 8] (Comparison of average volume of the latest 5 days) Code Name Volume 5-day average volume Volume change rate Stock price change rate <9235> Selling Beans 399,600 107,185.08 312.52% 0.144
October 8th [Today's Investment Strategy]
[Fisco Selected Stock] [Material Stock] Punch Industry <6165> 424 yen (10/7) Engaged in mold components, automation equipment components, custom machinery components, etc. It was announced that they will form a capital and business alliance with Misumi Group Headquarters <9962>. Misumi G will allocate 3 million shares (ownership voting rights ratio after allocation: 10.93%) through third-party allotment to Misumi G as the allottee. Misumi G will become the second largest shareholder of Punch. First, aiming to achieve early synergy through cooperation such as mutual supply of products. [Emerging Market Stock
Attention to Tohsei and Transact, while Nextage and Welcia HD are sluggish.
In the U.S. stock market on the 7th, the Dow Jones Industrial Average closed at 41,954.24, down 398.51 points, and the Nasdaq Composite Index closed at 17,923.90, down 213.95 points. In the Chicago Nikkei 225 futures market, the Osaka day-night comparison was down 455 yen at 38,915 yen. The exchange rate was 1 dollar = 148.10-20 yen. In today's Tokyo market, Create SD <3148> reported a 10.7% increase in first-quarter operating profit, TranZact <7818> raised its profit and dividend forecasts for the fiscal year ending August 24, and improved its performance for the fiscal year ending November 24.
List of converted stocks (Part 2) [List of converted stocks for Parabolic Signal]
Buy conversion stock list market Code Stock Name Closing Price SAR Tokyo Main Board <7979> Matsukaze 2306 2221<8007> Takashima 1276 1223<8016> Onward HD 544 516<8052> Tsubakimoto Koji 1829 1720<8133> Enex
Life Corp and others announced a share buyback on October 7th.
The stocks that announced the establishment of a share buyback program on October 7th (Monday) are as follows: <8194> Life Corp 4.03 million shares (8.2%) 12.9 billion yen 75.46 million shares 7100 yen (24/10/8-25/1/31) <4732> USS 10 million shares (2.1%) 10 billion yen (24/10/24-30-25/3/31) <4992> Hokkokuka 1 million shares (3.7%) 1 billion yen (24/10/8-25/10/7)
Life Corp, 2Q operating profit decreased by 1.4% to 122 billion yen, announced a tender offer for its own shares.
Life Corporation <8194> announced that its fiscal second quarter results for February 2025 showed an operating revenue increase of 5.4% year-on-year to 421.85 billion yen, while operating profit decreased by 1.4% to 12.32 billion yen. The company implemented strategies such as new store openings, expansion of online supermarket, strengthening of private label products like "BIO-RAL", and product initiatives focusing on freshness and taste, resulting in the increase of operating revenue. It also announced plans to conduct a tender offer for its own shares (stock repurchase).
Express News | Life Corp - to Launch Tender Offer for Its Own Shares at 3,219 Yen Apiece
Life: 2nd Quarter Financial Results and Reference Materials for the Fiscal Year Ending February 2025
Life: Summary of financial results for the 2nd quarter (interim period) of the fiscal year ending February 2025 [Japanese GAAP] (consolidated)
Welcia HD, Nextage, Ichibanya, Life Corp (7th)
※Please note that the above calendar is a schedule and is subject to change depending on the company's circumstances. ---------------------------------------October 7th (Mon) <3141>Welcia HD <3148>Create SD<3186>Nextage <3353>Medi-First Light G<4430>Tokai Soft <4992>Hokushokuka<7630>Ichiban-ya <7730>Many<819
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