Spot information on individual stocks (1)
Sanwa <3441.T> continues to rise. For the first half of the July term, the consolidated operating profit was 560 million yen (a 62% increase compared to the same period last year), which exceeded the full year Financial Estimates of 250 million yen (a 7% increase from the previous term). Ohara <5218.T> is stable. The Financial Estimates for the first half of the October term have been raised. Ferrotech <6890.T> rebounded. It has been revealed in the substantial shareholding report submitted on the 14th that City Index Eleven and others hold 5.32% of the company's Stocks. Ifuji Industry <2924.T> saw a substantial increase. For the March term, the
Stocks that moved and those that were traded in the front market.
*Tenma <7958> 3115 - MBO implemented, with the TOB price adjusted to 3580 yen. *Mitsubishi Heavy Industries <7011> 2837 +281, European defense-related stocks rising, domestic related stocks also increasing. *Daiichi Hokuetsu FG <7327> 3245 +240, reports of management integration with Gunma Bank have surfaced. *Kioxia HD <285A> 3180 +220, recent IPO stock updating its high, with strong supply and demand appeal. *JACCS <8584> 4100 +260, Mitsubishi UFJ Bank.
Ifuji Industries is surging and reaching a record high since its listing, driven by an upward revision of the Financial Estimates for the fiscal year ending March 2025 and an increase in the year-end Dividends, creating STAR interest in buying.
Ifuji Industry <2924.T> surged. It temporarily hit 2,044 yen, up 292 yen, significantly exceeding the listing high of 1,930 yen on September 4, 2023. After the close on the previous weekend, on the 14th, it announced an upward revision of the consolidated performance forecasts for the fiscal year ending March 2025 and an increase in the year-end Dividends forecast, attracting STAR interest. In the performance forecast for the fiscal year ending March 2025, it revised revenue from 24.651 billion yen to 25.313 billion yen (up 3.3% compared to the previous period) and operating profit from 2.568 billion yen to 3.067 billion yen (up 73.7%).
March 17th [Today's Investment Strategy]
[Fisco Selected Stocks] 【Material Stocks】 Tsuchiya Holdings <1840> 234 yen (3/14) Custom-built Residences are the main business. Based in Hokkaido. It was announced that a capital and business alliance will be formed with Sekisui House <1928>. Tsuchiya HD will allocate 3.02% of its outstanding shares to Sekisui House through the disposal of treasury stock. Sekisui House will also acquire shares from existing Shareholders of Tsuchiya HD, becoming the fourth largest Shareholder with a 6.15% stake. Tsuchiya HD also announced its first-quarter financial results. The operating profit and loss is 5.8.
Focus on MSOL and Kobe Bussan, while Yaman and Axiz may be sluggish.
Last weekend on the 7th, the Dow Jones Industrial Average in the US stock market rose by $674.62 to 41,488.19, the Nasdaq Composite Index increased by 451.08 points to 17,754.09, and the Chicago Nikkei 225 Futures rose by 500 yen compared to Osaka's daytime, reaching 37,360 yen. The exchange rate is 1 dollar = 148.70-80 yen. In today's Tokyo market, Kobe Bussan Co., Ltd. <3038> reported a 91.7% increase in net profit for the first quarter, and ZOZO <3092> announced that it would split its shares into three for each share, and announced the resumption of its shareholder benefits program.
Kurazushi, 1Q operating profit decreased by 24.1%, 1.326 billion yen.
Kura Sushi (2695) announced that for the first quarter of the fiscal year ending October 2025, revenue was 58.5 billion 56 million yen, a 4.4% increase compared to the same period last year, while operating profit decreased by 24.1% to 1.3 billion 26 million yen. In Japan, strong performance was seen with high-quality products centered around "tuna" and "crab" through promotional fairs, and the implementation of collaboration projects with popular content such as the hit anime "Blue Lock" contributed to favorable revenue trends. In North America, the USA subsidiary...
Ifuji Sangyo Raises FY Dividend Plan to Y66.00
Japan's Food Inflation Is Becoming Harder for BOJ to Overlook
Idemitsu Kosan and others announced a Share Buyback on February 12.
The stocks for which a share buyback announcement was made on February 12 (Wednesday) are as follows: <5019> Idemitsu Kosan 80 million shares (6.1%) 70 billion yen (from March 17, 2025 to March 16, 2026) <5988> Pioneering 8.81 million shares (23.8%) 22 billion yen 0.31 million 7900 yen (from February 13, 2025 to April 30, 2025) <5741> UACJ 3 million shares (6.2%) 16.5 billion yen (February 13, 2025) <7272> Ya
Ifuji Sangyo: Summary of Financial Results for the 3rd Quarter Ending March 31, 2025 [Japanese GAAP] (Consolidated)
Ifuji Sangyo 9-Mos Net Y1.65B Vs Net Y1.47B
Stock News Premium = Bird flu, at the worst infection pace in history.
The infection of highly pathogenic Bird Flu spreading among livestock is rapidly expanding within the country. Since the beginning of the year, reports have been coming in at a pace that exceeds the record number during the 2022 season, raising concerns. In the stock market, not only the countermeasure stocks are on the radar but also the rise in chicken egg prices is being noted. <Chicken egg prices skyrocketing> According to the Ministry of Agriculture, Forestry and Fisheries, there have been 39 confirmed cases of Bird Flu infection in 14 prefectures this season (as of January 19). Already, a total of 6.93 million birds have been culled.
<Today's materials and key stocks> Avian influenza outbreaks occur one after another in Chiba and Aichi, check related measures.
In Chiba Prefecture and Aichi Prefecture, outbreaks of Bird Flu have been successively confirmed. In Chiba, last week, highly pathogenic suspected H5 Bird Flu virus was detected at a total of seven poultry farms in Choshi City and Asahi City. In Aichi, on the 19th, it was announced that positive cases of suspected infected chickens and quails were confirmed at four poultry farms and farms in Tokoname City and other areas. Companies related to Bird Flu countermeasures include protective clothing manufacturer Azeas <3161.T>, Koken <7963.T>, and Shigematsu <7980>.
Ifuji Industry: The operating profit for the second quarter of the third term in 2025 is the highest for the first half, and the full-year Financial Estimates have also been revised upward.
Ifuji Industries Co., Ltd. <2924>, a manufacturer specializing in liquid eggs, focuses on the production and sales of liquid eggs and frozen eggs used as ingredients in various processed foods such as sweets, bread, mayonnaise, and frozen foods, as well as the manufacturing and sales of powdered Condiments and granular Condiments used in products like instant noodles. The business segments include liquid egg operations, Condiment operations, and organic e-commerce operations, where in addition to selling liquid eggs and frozen eggs, egg white protein is also sold.
Global food prices have rebounded for the first time in three years, potentially increasing the burden on consumers.
The rebound in Global food prices may raise Consumer grocery spending costs this year.
Japan Aims To Reduce Food Loss At Businesses by 60%
Ifuji Sangyo: Half Year Report - 53rd Term (2024/04/01 - 2025/03/31)
Stocks that moved the previous day part 1 Sanrio, FCC, Organo, etc.
Stock Name <Code> 5-day closing price ⇒ day-to-day comparison Sankei <2937> 1935 -82 Operating profit forecast for the fiscal year ending March 2025 revised downward. Mimaki <6638> 1392 +80 Operating results and dividend expectations for the fiscal year ending March 2025 revised upward. Aiphone <6718> 2853 -65 Operating profit in the previous term decreased by 29.9%. Ifuji Sangyo <2924> 1521 +92 Operating results and dividend expectations for the fiscal year ending March 2025 revised upward. Yamashin F <6240> 500 +40 Operating results and dividend expectations for the fiscal year ending March 2025 revised upward.
Active and newly established stocks in the afternoon session.
*Sankei <2937> revised downward the financial estimates for the fiscal year ending March 1935 -8225. *Mimaki <6638> revised upward the financial results and dividends forecast for the fiscal year ending March 1392 +8025. *Aiphone <6718> saw a 29.9% decrease in operating profit in the previous period. *Iffuji Sangyo <2924> revised upward the financial results and dividends forecast for the fiscal year ending March 1521 +9225. *Yamashin F <6240> revised upward the financial results and dividends forecast for the fiscal year ending March 500 +4025. *Mugen E <329>
Ifuji Sangyo: Notice regarding revisions to full-year earnings forecasts and revisions to year-end dividend forecasts