如何看待日央行高管近期“放鹰”?高盛:下次加息可能仍要等到明年1月
GNI [新兴市场评级列表]
“三菱日联证券”<2160>GNI 买入新规*上述各公司的评级为09/13时点我公司确认的内容。
9月13日[今日的投资策略]
[Fisco selected stock] [Material stock] JM Holdings <3539> 3539 yen (9/12) operates food supermarkets such as "Japan Meat Fresh Market" and "Niku no Hanamasa". It is based in the Kanto region. The financial results for the fiscal year ending in July of the 24th year have been announced. Operating profit is 9.149 billion yen (an increase of 26.3% from the previous year). The estimated operating profit for the fiscal year ending in July of the 25th year is 9.9 billion yen (an increase of 8.2% from the previous year). At the same time, it has announced that it will implement a stock buyback of up to 1.4 million shares, which is 5.25% of the total issued shares.
Liberaware、CommerceOne Holdings等
<218A>Liberaware Bonds投资集团股份公司股票持有比例 11.22% → 8.71% 报告义务发生日 2024/08/23<3623>Billing System股份公司Old Peak Group Limited(Old Peak Group Ltd.).股票持有比例 5.29% → 7.04% 报告义务发生日 2024/09/10<4259>
关注鎌倉新书和JMHD,电芯源和Visional可能疲软。
昨天,在美国股市中,道琼斯指数上涨了235.06美元,达到了41,096.77点;纳斯达克指数上涨了174.15点,达到了17,569.68点;芝加哥日经225期货(12月到期)上涨了110日元,达到了36,740日元。汇率为1美元=141.80-90日元。今天在东京市场上,JMHD<3539>宣布预计营业利润增长26.3%和8.2%,并宣布了回购自己公司股票和委托购买的上限为现有股本的5.25%。
东建公司,第一季度营业利润增长72.5%,达到51.68亿日元。
东建建筑在2025年4月份第一季度业绩公告中表示,营业收入为890.12亿元,同比增长8.3%,营业利润为51.68亿元,同比增长72.5%。在房产租赁业务方面,随着管理物件数量的增加,通过租赁代管系统(集体租取制度)增加了租金收入和管理费收入等,营业收入增加了,与去年同期相比。在建设业务方面,受到上一财年接受订单增加的影响