Kumagai Construction, Loctite, etc. (additional) Rating

Upgrade - bullish code | Stock name | Securities company | Before Change | After Change | ------ | ------------- | ---------- | -------------- | -------------- | <3289> | Tokyu Fudosan HD | Daiwa | "3" | "1" | <7181> | Kanpo | JPM | "Underweight" | "Neutral" | <8795>

Fisco Japan10:44

Kasumigaseki Capital - significant rebound, news of investment in expansion of refrigerated warehouses spread.

There is a significant rebound. It has been reported that there is a shortage of supply and demand for refrigerated and cold storage warehouses, and there is a series of large-scale investments.

Fisco Japan10:00

Park24 ranks in, and the net profit for the cumulative third quarter decreases by 4.2%.

Park24 <4666> has ranked in at 9:32 AM. It is falling. After the end of the previous trading day, it announced its third quarter financial results. Net profit decreased by 4.2% compared to the same period last year, amounting to 14.655 billion yen. It has turned into a decrease in profits from a 12.9% increase in the first half of the year, and seems to be a seller's market. In the same period last year, the corporate tax adjustment amount for Times Mobility, which operates the mobility business, was significantly reduced due to the reaction of part of the deferred tax asset at the end of the fiscal year ending in October 2022.

Fisco Japan08:42

Rating [security companies rating]

Upgrade - bullish code | Stock name | Securities company | Previous | After change | ------|---------|-------------|-----------------|-----------------|＜8795＞|T&D HD |JP Morgan |"Neutral" |"Over W" |＜7181＞|Kampo |JP Morgan |"Under W" |"Neutral"

Fisco Japan08:22

September 18th [Today's Investment Strategy]

[Fisco Selected Stocks] [Material Stocks] Hiroden-sha <1948> 1259 yen (9/17) Electric construction company. Affiliated with Mitsubishi Electric <6503>. The performance forecast for the fiscal year ending March 25 has been revised upward. The operating profit is expected to be 1.74 billion yen (an increase of 50.5% from the previous year). This is a 45% increase from the previous forecast. The continued high level of investment in private enterprises and construction investments is providing a tailwind. At the same time, it announced an interim dividend of 33 yen and a year-end dividend of 33 yen, making the annual dividend 66 yen.

Fisco Japan07:58

Nishimatsu Construction, Sumitomo Mitsui Construction, etc.

<1820> Nishimatsu Construction Co., Ltd. Itochu Corporation Shareholding Ratio 13.53% -> 14.55% Date of Obligation to Report: 2024/09/09 <1821> Mitsui Sumitomo Construction Co., Ltd. Minami Aoyama Real Estate Co., Ltd. Shareholding Ratio 13.80% -> 14.89% Date of Obligation to Report: 2024/09/09 <2134> Kitahama Capital Partners Co., Ltd. SUN ORGANIC FARM Co., Ltd. Shareholding Ratio 71.41%

Fisco Japan07:35