Hotlink Research Memo (5): Sales in each business hit record highs, and operating profit also increased significantly compared to plans (1)
■Performance Trends 1. Earnings Overview for the Fiscal Year Ending 2023/12 Hotlink <3680>'s consolidated financial results for the fiscal year ended 2023/12 were sales of 4,739 million yen (down 40.1% from the previous fiscal year), operating income of 220 million yen (down 89.6% from the same period), profit before income taxes was 287 million yen (down 84.7% from the same period), and net income attributable to owners of the parent company was 226 million yen (down 87.5% from the same period). Since the cross-bound business was sold in the 2022/12 fiscal year, “SNS marketing” will begin in the 2023/12 fiscal year
Unicharm Earmarks 400 Million Yen of Treasury Shares for Restricted Stock Compensation
Unicharm (TYO:8113) will allocate over 400 million yen worth of treasury shares as restricted stock compensation to some directors, executive officers, and employees, a Tokyo bourse filing on Wednesda
The Nikkei Average fell drastically, and overall weakening due to falling dividends and a heightened sense of caution against intervention
The US market rebounded on the 27th. The Dow average closed at 39760.08 dollars, which was 477.75 dollars higher (+1.22%), the NASDAQ was 16399.52, 83.83 points higher (+0.51%), and the S&P 500 closed at 5248.49, which was 44.91 points higher (+0.86%). I bought it because it was affordable, and then it went up after getting close to it. The recovery of some high-tech stocks, such as the mobile device Apple and the electric car Tesla, and purchases in response to expectations of interest rate cuts and soft landing expectations declined
Kibun Foods Research Memo (13): Presents an assortment of the company's products as a shareholder benefit
■Shareholder Return Policy 2. Shareholder benefit system Kibun Foods <2933> has a shareholder benefit system, and the company's products are presented to shareholders described or recorded in the shareholder register as of 9/30 according to the number of shares held. Shareholders holding 300 shares (3 units) or more of the company's shares and less than 1,000 shares (10 units) will be shipped from mid-November to late November, and shareholders holding 1,000 shares (10 units) or more of the company's product bundles (equivalent to approximately 5,500 yen).
Kibun Foods Research Memo (12): The idea is to gradually raise the dividend payout ratio with a target of around 20% for the time being
■Shareholder Return Policy 1. Dividend Policy Kibun Foods <2933> considers return of profits to shareholders as one of the important management issues, and while securing internal reserves necessary for future business development and strengthening financial position, it is said that stable dividends will continue to be implemented by comprehensively considering business results and future prospects. As for internal reserves, from a medium- to long-term perspective, we allocate mainly efficiency promotion and expansion of existing businesses and investment in new businesses, and work to stabilize corporate competitiveness and management base over the long term, and companies
Kibun Foods Research Memo (4): Developing domestic food business, overseas food business, and food-related business
The Kibun Foods <2933> Group consists of the company, 14 consolidated subsidiaries (7 domestic companies, 7 overseas companies), 1 unconsolidated subsidiary (1 domestic company), and 3 equity law applicable related companies (1 domestic company, 2 overseas companies), and its main business is the manufacture and sale of fishery paste products, side dishes, and fishery delicacies, and the purchase and sale of food.