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Kuraudia Holdings: Confirmation Letter
Kuraudia Holdings: Semiannual Report - 50th Fiscal Period (September 1, 2025 – August 31, 2026)
Investment Strategy for April 1
[FISCO Select Stocks] [Stock with Notable Developments] YE DIGITAL <2354> 767 yen (as of 3/31): Engages in supporting the IoT transformation of social infrastructure and assisting companies with system implementation and migration. Part of the Yaskawa Electric <6506> group. The company announced its financial results for the fiscal year ending February 2026, reporting an operating profit of 1.628 billion yen (a 15.6% increase year-on-year), surpassing the previous forecast of 1.600 billion yen. For the fiscal year ending February 2027, the operating profit is projected to reach 2.200 billion yen (a 35.1% increase year-on-year), driven by further acceleration in logistics DX and growing demand for IoT solutions.
Focus is on Recruit HD and YE Digital, while J Power and KDDI may remain sluggish.
In yesterday's U.S. stock market on March 31, the NY Dow rose by 1,125.37 dollars to close at 46,341.51 dollars, the Nasdaq Composite Index increased by 795.99 points to 21,590.63 points, and the CME Nikkei 225 futures were up 1,875 yen from Osaka’s daytime close at 53,075 yen. The exchange rate was 1 dollar = 158.60-70 yen. In today's Tokyo market, Star Micronics Co., Ltd. <2975> reported a 51.5% increase in first-quarter operating profit, and upwardly revised its earnings and dividend forecast for the fiscal year ending March 2026, announcing changes to its shareholder return policy.
KDDI revises its operating profit forecast downward to 1.09 trillion yen from 1.178 trillion yen for the fiscal year ending March 26.
KDDI <9433> has announced a revision to its earnings forecast for the fiscal year ending March 2026, downwardly revising operating income from 1.178 trillion yen to 1.09 trillion yen. Improper transactions, including fictitious recording of sales and cost of goods sold, were identified in the advertising agency business of its consolidated subsidiary Biglobe and Biglobe’s subsidiary G-Plan. The company plans to cancel the sales and cost of goods sold related to these inappropriate transactions and record as a loss the amount that was externally disbursed as agency fees.
Kuraudia Holdings: Interim Financial Results Brief for the Second Quarter (Interim Period) of the Fiscal Year Ending August 2026 [Japanese GAAP] (Consolidated)