175A Will Smart
- 1317
- -29-2.15%
Will Smart News
Will Smart: Financial results presentation materials for the fiscal year ending 2024/3
Emerging market outlook: Pay attention to financial results announcements from leading companies, will momentum for growth market reviews increase soon
■Emerging markets rebounded from last week to this week (4/30 to 5/10), which will break 100 billion yen for 12 consecutive business days. The gain/fall rate against the 4/26 closing price was almost similar to the Nikkei Average of +0.78%, while the Growth Market Index was +0.80% and the Growth Market 250 Index was +0.87%. In addition to exchange rate fluctuations due to movements seen as yen buying/dollar sales intervention by the Japanese government, financial results announcements for Prime stocks took precedence, etc., the growth market
Stocks that moved the day before part 2 data section, Kyudenko, Socionext, etc.
<コード>Stock name 30-day closing price ⇒ compared to the previous day, Nitto Denko ＜6988＞ 13070 -1185 consensus is downward in both the results for the first fiscal year and outlook for the current fiscal year. Oriental Land ＜4661＞ 4362 -292 earnings forecasts for the current fiscal year showed a sharp decline in consensus. TechnoPro HD ＜6028＞ The financial results for the fiscal year ending 2700.0 -153.51-3 declined in consensus. Kyudenko ＜1959＞ 6552 -506 earnings forecast for the current fiscal year is lower than the mid-term plan. Advantest<68
Emerging Market Stock Digest: SBI Leasing fell drastically, and Cloud W rebounded drastically for the first time in 3 days
＜9467＞ AlphaPolice 1924 +45 rebelled drastically for the first time in 3 days. It has been announced that the 2nd PV of the TV animation for the fantasy novel “Isekai Yuriri Travelogue ~ I Will Be an Adventurer While Raising Children ~” with a total of 1.1 million copies in the series has been released. The broadcast is scheduled to begin in July. Also, it was decided that a collaboration project with the popular anime “Jajin-chan Drop Kick” will be held. The first pre-broadcast episode of “Isekai Yuriri Travelogue” will be screened ahead of time at the same anime festival to be held in June
Front market [stocks that have moved, stocks that have been created]
*Tamron ＜7740＞ 7360 cars - A sharp increase in profit in the first quarter came as a surprise. *PeptiDream ＜4587＞ 2022 +400 Expand partnership with Novartis in peptide drug discovery. *Mitsubishi Electric ＜6503＞ 2772.5 +379.5 Earnings guidance for the current fiscal year greatly exceeded market expectations. *SB Technology ＜4726＞ 2943 +397 continues to fall behind the TOB price implemented by SoftBank. *Mimasu Semiconductor Industry＜8155＞ 3680 +4
Notable stock digest (front): Mitsubishi Electric, Hitachi, Komatsu, etc.
Mitsubishi Electric ＜6503＞: 2772.5 yen (+379.5 yen) sharp rebound. Financial results for the fiscal year ending 2014/3 were announced last weekend, and operating profit was 328.5 billion yen, up 25.2% from the previous fiscal year, and landed at a level similar to market expectations. The fiscal year ending 25/3 is 400 billion yen, which is expected to increase 21.8% from the same period, which greatly exceeds the consensus of about 350 billion yen. It seems that they are expecting a drastic expansion of the FA system, where it has been confirmed that orders have bottomed out. Also because there is a strong tendency to show relatively conservative guidance. Strong
WillsMart --- continued significant increase, operating profit forecast 3.3 times forecast for the fiscal year ending 25/3, profit and loss for the first fiscal year turned into a surplus
Continued significant growth. The operating profit and loss forecast for the fiscal year ending 25/3 has been announced as a surplus of 120 million yen, up 233.2% from the previous fiscal year. Businesses in the mobility segment, such as transportation and logistics, are expected to expand. Meanwhile, the import segment finally withdraws from projects currently under negotiation. Operating profit and loss for the fiscal year ending 24/3, which were announced at the same time, landed at a surplus of 0.36 million yen (deficit of 179 million yen in previous fiscal year results). Comprehensive information distribution services provided as DX support in the mobility segment increased, leading to a surplus
4/30 [Today's Investment Strategy]
[FISCO Specially Selected Brand] [Material Brand] Tamron ＜7740＞ 6360 yen (4/26) We handle lenses for photography, surveillance cameras, automotive, etc. The earnings forecast for the first half was revised upward. Operating profit is expected to be 8.40 billion yen (up 29.7% from the previous fiscal year). That's up about 35% from the previous forecast. In addition to the fact that sales for the first quarter exceeded plans, there were also effects of depreciation of yen and cost reduction promotion effects, etc., and it was revised upward. The full-year forecast has not been revised. Operating profit for the fiscal year ended 12/24 was 14.3 billion yen
Support for steady growth in long-term US interest rates
[Emerging Markets Individual Stock Strategy] Today's emerging markets are expected to develop steadily. The Dow average rose by 153.86 dollars (+ 0.40%) in the US stock market on the 26th of the previous weekend during the Tokyo market's three-day holiday. The market was supported by purchases that favored the financial results of major high-tech companies, and purchases that favored long-term interest rate declines without results to the extent that the March Core PCE Price Index was alarmed. The Dow average for yesterday 29th continued to rise to 38,386.09 dollars, up 146.43 dollars (+ 0.38%). It's scheduled for this week
Ewell, AB & Company, etc.
＜175A＞Wild Smart Co., Ltd. Ishii Yasuhiro Stock Ownership Ratio -% → 6.66% Reporting Obligation Date 2024/04/16 ＜175A＞Will Smart Co., Ltd. Zenrin Stock Ownership Ratio -% → 44.67% Reporting Obligation Occurrence Date 2024/04/16 ＜4563＞Angers Co., Ltd. Canter Fitzgerald Europe (Cantor Fitzgerald Europe) Stock Certificates
Hatena, Minkabu the Infonoid, etc.
＜175A＞Will SMART Co., Ltd. Zenrin Co., Ltd. Stock Ownership Ratio -% → 44.67% Reporting Obligation Date 2024/04/16 ＜2586＞Frutta Fruta Evo Fund Co., Ltd. Stock Ownership Ratio 40.49% → 40.02% Reporting Obligation Occurrence Date 2024/04/12 ＜3930＞Hatena Co., Ltd. SBI Securities Stock Ownership Ratio 5.09% → 1.80% Report
Will Smart---initial price is 1,580 yen (public price 1656 yen)
The initial price of Will Smart ＜175A＞ was 1580 yen, 4.6% below the public price. The trading volume at the time of initial price formation was 147,800 shares.
Will Smart---sales momentum, new listing on the Tokyo Stock Exchange growth market today
Today, Will Smart (175A) was listed on the Tokyo Stock Exchange Growth Market. Currently, at the public price of 1,656 yen, the purchase price is about 80,000 shares, the sale is about 140,000 shares, and about 60,000 shares after deduction.
Will Smart---initial price prediction consensus
Today, Will Smart (175A), which plans and proposes solutions using DX technology to solve business issues centered on the mobility industry, and provides contract software development and operation support, will be listed on the Tokyo Stock Exchange Growth Market. It has been observed that the market consensus for the initial price prediction is around 2900 yen compared to the public price of 1656 yen.
The tough situation of waiting for an opportunity continues
■Growth Market 250 Index Moves in the Year-To-Date Low Range This week's emerging markets are likely to continue undeveloped. Since circular searching by industry continues within the prime market, investment funds will flow into the growth market first. The Growth Market 250 Index almost rebounded from the year-to-date low of 681.52 in trading hours set on the 5th, but it left a dark line over the weekend and has been moving in the year-to-date low range. It is estimated that there are not many investors working on the Growth Market 250 Index
Maybe the trend is that expectations for a drop in US interest rates continue to weigh heavily
Is this week's outlook 4/15 to 4/19 Tokyo Stock Exchange Growth Index pattern, or is it a pattern where expectations for lower US interest rates continue to weigh heavily? The trend last week was in the year-to-date low range, and it is difficult for investors' sentiment to rise. There are times when financial results announcements for major stocks are concentrated in mid-May, so it can be said that there is no opportunity to review them. Also, it seems that declining expectations for early interest rate cuts in the US and heightened geopolitical risks will continue to be material for refraining from buying. Also, 4/16 is Will Smar
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