December 20 [Today's Investment Strategy]
[Fisco Selected Stocks] 【Material Stocks】 Cybozu <4776> 2144 yen (12/19) engages in the development, sales, and operation of groupware such as 'kintone'. The year-end Dividends forecast for the fiscal year ending December 2024 has been revised to 'undecided'. The previous estimate was 15 yen, and the one before that was 14 yen. It is being considered for an increase, and it is scheduled to be announced immediately after it is confirmed. Additionally, the performance forecast for the fiscal year ending December 2025 was announced. The operating profit is estimated to be 8.437 billion yen.
Softness and the high levels of long-term U.S. interest rates are weighing on the market.
[Emerging Markets Individual Stock Strategy] Today's Emerging Markets are expected to experience a soft market. In the US stock market yesterday, the Dow Inc rose slightly by 15.37 dollars (+0.04%) to 42,342.24 dollars, marking a rebound after 11 days. The sharp decline from the previous day was seen as excessive, prompting buyback activities. On the other hand, the GDP for the July to September period was revised upward, and the number of new Insurance applicants also decreased, indicating an expansion in economic activity which led to an increase in long-term interest rates, creating pressure on the market, while the Nasdaq was
Attention is being paid to Cybozu and Nihon Litec, while Kadokawa and others are showing weakness.
In the U.S. stock market yesterday, on the 19th, the Dow Jones Industrial Average rose by $15.37 to 42,342.24, the Nasdaq Composite Index fell by 19.93 points to 19,372.77, and the Chicago Nikkei 225 Futures decreased by 60 yen compared to the Osaka daytime price, settling at 39,020 yen. The exchange rate was 1 dollar = 157.30-40 yen. Today in the Tokyo market, Cybozu <4776> announced that it is considering an increase in the year-end Dividends for the fiscal year ending in December 2024, and the operating profit for the fiscal year ending in December 2025 is projected to be 8.437 billion yen, which is expected to be double compared to the current fiscal year forecast.
BS, JDSP and others [Emerging Markets Press Release]
<155A>Information strategy shareholder benefits have changed the benefits items. <3623>BS upward revision, this fiscal year's operating profit forecast is 0.616 billion yen, revised from 0.489 billion yen with increased dividends; this fiscal year's year-end dividend per share is 21.50 yen, revised from 12.00 yen. <3195>Genepa has started a new business (Unique Stores Platform business). <3674>Oukfan has completed the acquisition of its own shares. <3777>Environment-friendly ACSL has entered into a business alliance. <4054>Japan Information C System is involved in Software Development.
BillingSys, upward revision on 24/12 operating profit 0.616 billion yen ← 0.489 billion yen.
Billing Systems Co., Ltd. (3623) announced a revision to its financial estimates for the fiscal year ending December 2024. Revenue has been revised upward from 3.955 billion yen to 4.21 billion yen, and operating profit has been adjusted from 0.489 billion yen to 0.616 billion yen. Due to the continued depreciation of the yen and the persistent rising trend of the Nikkei average stock price, there has been significant volatility in stock prices and exchange rates, leading to a steady increase in the number of transactions for the Quick Deposit service throughout the year. The smartphone multi-payment services "Wechat Pay" and "Alipay+" are impacted by the depreciation of the yen, etc.
TBS HD, NTV HD, etc. (additional) Rating
Upgraded - Bullish Code Stock Name Securities Company Previous Change After ------------------------------------------------------------ <4676> Fuji HD Nomura "Neutral" "Buy" Downgraded - Bearish Code Stock Name Securities Company Previous Change After ------------------------------------------------------------ <4293> Septeni