Shimamura: Change Is Effective Feb. 21
Shimamura: Senior Executive Officer Iichiro Takahashi to Become President
Shimamura: Extraordinary Report
In January, Shimamura's same-store sales increased by 4.6% compared to the same month last year, surpassing the previous year for three consecutive months.
After the market close on the 23rd, Shimamura <8227.T> announced its monthly sales report for January (December 21 to January 20). Same-store sales increased by 4.6% compared to the same month last year, surpassing the previous year's figures for the third consecutive month. The number of customers increased by 2.1%, and the average spending per customer rose by 2.7%. According to the company, sales for the month were strong, particularly for winter clothing. Notably, their key product line, the PB "CLOSSHI" FIBER HEAT series, performed well, with strong sales in outerwear including T-shirts and pants, and practical items such as undergarments and shoes.
Rating information (Target Price change) = Yusen, Gift HD, ETC
◎Nomura Securities (3 levels: Buy > Neutral > Reduce) Yusen <9101.T> - "Buy" → "Buy", 7,300 yen → 6,500 yen Mitsui O.S.K. Lines <9104.T> - "Buy" → "Buy", 7,300 yen → 6,900 yen Kawasaki Kisen <9107.T> - "Neutral" → "Neutral", 2,350 yen → 2,200 yen ◎Daiwa Securities (5 levels: 1 > 2 > 3 > 4 > 5) Gift HD <9279.T> - "2" → "2", 3,500 yen → 3,700 yen ◎Mizuho Securities
Stock News Premium = Clothing stores continue to perform well with winter items due to low temperatures - Nishimatsuya, a leading Indicator, has seen three consecutive months of increased revenue.
Leveraging the cold snap this winter, specialty clothing stores are increasing their sales. Nishimatsuya Options Chain <7545.T> announced on the 21st that its same-store sales for January (ending on the 20th) exceeded the previous year's figures for three consecutive months. Monthly results from other companies in the same industry, such as Shimamura <8227.T>, are also expected to be favorable. <Shimamura also ended on the 20th> Nishimatsuya's same-store sales for January increased by 3.0% compared to the same month last year, maintaining a month-on-month increase in revenue since November of the previous year, surpassing last year's high hurdle. Winter clothing...
Accommodation F, Sawai GHD, etc. (additional) Rating.
Upgraded - Bullish Code Stock Name Securities Company Previous Change After ----------------------------------------------------------- <4062> Ibiden Morgan Stanley "Underweight" "Equal Weight" Downgraded - Bearish Code Stock Name Securities Company Previous Change After ----------------------------------------------------------- <5711> Mitsubishi Mamoru
Shimamura AI model "Runa" has been appointed as the "Cybersecurity Public Relations Ambassador" for the Saitama Prefectural Police!
From January 22 (Wednesday), Shimamura will hold a "Fashion Goods Fair!"
Rating information (Target Price change - Part 2) = Nextage, MegaChip, ETC.
◎ Morgan Stanley MUFG Securities (three-tier: Overweight > Equal Weight > Underweight) Nexstage <3186.T> -- "Overweight" → "Overweight", 2200 yen → 2300 yen. Sony Group Corp <6758.T> -- "Overweight" → "Overweight", 3400 yen → 4000 yen. SOMPO HD <8630.T> -- "Overweight" → "Overweight", 4640 yen → 5130 yen. Dai-ichi Life Holdings.
About the Shimamura Group "First Sale" event.
Clay Miao Research Memo (3): Product development focused on key categories.
■ Business Overview 3. Commodity ETF Strategy: Sekiseido <7819> aims to be the "No. 1 manufacturer in the niche areas of beauty and health," and as part of its Commodity ETF strategy, focuses on enhancing the brand value of "Sekiseido" and setting priority categories for product development and strengthening product capabilities as a basis for promoting the development and expansion of its in-house planned products (including OEM). The facial cleansing brush "Rich Whip" series, launched in 2015, has surpassed cumulative sales of 1 million units by 2019 in the facial cleansing brush market.
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.
Mitsubishi Paper ETC [Attractive stocks seen from the change in Volume]
Stock closing prices compared to the previous day with Volume *<8138> Sankyo Kasei 455034548100 *<3933> Chiel 65079283600 *<2721> JHD 16117978900 *<6217> Tsudakoma 36025138800 *<3864> Mitsubishi Paper 540693773900 *<8940> Intellex 85038443300 *<5588> First A 1634142203600 *<7036> EM Net J 827862400 *<220
Stocks that moved the previous day part1 TrueData, Market Overview Enterprise, Honda Motor Co., Ltd. ETC.
Stock Name <Code> Closing Price on the 24th ⇒ Change from the previous day Nishimatsuya Chain <7545> 2369 +112 December same-store sales increased by 9.3%, expanding from a 0.5% increase in November. Interlix <8940> 850 +38 Upper revision of performance forecast for the first half. PSS <7707> 230 +13 Considering the establishment of a joint venture with a Chinese company engaged in biotechnology reagents and medical equipment technical consulting ETC. Tsudakoma <6217> 360 +25 Revised net profit forecast for the fiscal year ending November 2024 upwards, revenue.
Juroshin SBI Net Bank, Mitsubishi Paper, Honda, ETC.
<7163> Sumishin SBI Net Bank 3880 +80 significantly continues its rise. Jefferies Securities has started coverage on two online banks, rating this bank as "buy" with a Target Price set at 4700 yen. Online banks can reduce branch costs, so they are expected to maintain an edge over traditional banks. Additionally, as a frontrunner in BaaS, the potential for significantly expanding this service is valued higher than Rakuten Bank.
The Nikkei average started lower by 118 yen in the afternoon session, with Furukawa Electric and Rakuten among those that declined.
[Nikkei Stock Average・TOPIX (Table)] Nikkei Average; 39042.59; -118.75 TOPIX; 2725.89; -0.85 [Afternoon Market Overview] The afternoon Nikkei Average started at 39042.59 yen, down 118.75 yen from the previous day, slightly widening the decline from the previous closing (39055.35 yen). During lunchtime, the Nikkei 225 Futures fluctuated in a range of 39000 yen - 39090 yen. The dollar-yen exchange rate was 1 dollar = 157.00-10 yen from around 9 AM.
Hot Stocks Digest (Morning Session): Mitsubishi Paper, Honda, Axel M, ETC.
Significant drop. The third quarter financial results were announced the previous day, with an operating profit of 5.58 billion yen, a 13.4% increase from the same period last year, and for the period from September to November, it was 0.82 billion yen, an increase of 16.5%.
Shimura - Significant continuous increase, despite the third quarter financial results falling short, the positive monthly performance in December is being evaluated.
Shimamura <8227> sees a significant consecutive rise. The company announced its third-quarter financial results the previous day, with the operating profit for the September to November period at 15.2 billion yen, a 2.1% decrease compared to the same period last year, which is believed to be about 1 billion yen below market expectations. The sluggish sales growth due to the lingering summer heat and the impact of timing discrepancies in selling and administrative expenses have contributed negatively. On the other hand, the monthly trends announced at the same time indicate that same-store sales in December increased by 14.9% compared to the same month last year, marking double-digit growth for the first time in 16 months. The drop in temperatures has led to strong sales of winter apparel.