March 10th [Today's Investment Strategy]
[Fisco Selected Stocks]【Material Stocks】First Juken <8917> 1035 yen (3/7) Single-family homes are the mainstay. The first-quarter financial results have been announced. Operating profit is 0.41 billion yen (up 41.5% year-on-year). With the addition of KHC, which sells high-value-added custom-built residences, to the group in October 2024, revenue increased by 20.1% compared to the same period last year, expanding the size of the group and improving profit margins. The operating profit for the fiscal year ending July 2025 is projected to be 2.85 billion yen (up 55.9% from the previous period).
Pay attention to Nichiju and Netsuren, while Eternal G and others are showing weak trends.
In the US stock market last weekend on the 7th, the Dow Jones Industrial Average rose by $222.64 to 42,801.72, the Nasdaq Composite Index increased by 126.96 points to 18,196.22, and the Chicago Nikkei 225 Futures rose by 500 yen compared to the Osaka day session, reaching 37,270 yen. The exchange rate was 1 dollar = 147.80-90 yen. In today's Tokyo market, Dai Nichiju announced an upward revision of its Financial Estimates and Dividends for the fiscal year ending in July 2025 and began preparations for a subsidiary listing. Netsuren announced a share buyback of 7.12% of its outstanding shares.
Public Offering and Sale List [Public Offering and Sale List]
Company Name Code Number of Public Offering Stocks Number of Sold Stocks Ratio of Total Stocks Announcement Date Decision Date Application Period Delivery Date Price Tsumura <4540> 2,781,100 3.6% 02/2003/03~03/05 03/04~03/05 03/10 4,170※ The number of sold stocks includes 362,700 shares offered through OA. Pia <4337>
Learning conditions, GigWorks, Mirai Al, Hagiwara Industry (10th).
※The above Calendar is merely a schedule and may be changed due to the company's circumstances.--------------------------------------- March 10 (Mon) <1436> Green Energy <2301> Gakujion <2375> Gig Works <2991> Land Net <3180> B Garage <4238> Mirai Ar <4441> Tobira Systems <7623> Sun Autus <7682>
Japan's GDP growth revised upward to 25/7, with an operating profit of 7.2 billion yen, up from 7 billion yen.
Nippon Parking <2353> announced a revision of its financial estimates for the fiscal year ending July 2025. Revenue has been revised upwards from 36.4 billion yen to 36.65 billion yen, and operating profit from 7 billion yen to 7.2 billion yen. The main reason for this was that the number of visitors during the winter season at the facilities operated by its subsidiary, Japan Ski Resort Development <6040>, turned out to be better than initially expected. 【Positive Evaluation】 <1848> Fuji P.S. Revision | <6040> Ski Resort Development Mid-Term <3816> Daiwa Comp.
MISUMI G Headquarters, TOPY Industries, etc.
Misumi G Headquarters <9962> is expanding variant and variable production, with a growth investment of 20 billion yen planned for the next fiscal year.