Yutori surged significantly and rebounded for the first time in four days, as spring products performed well and the monthly revenue for March expanded rapidly.
YUTORI <5892.T> rebounded significantly after four days. At one point, it reached 2,039 yen, an increase of 307 yen compared to the previous day. After the market closed on the 7th, the monthly KPI (Key Performance Indicator) for March was announced and showed strong performance. The monthly revenue for March was 2.2 times higher than the same month last year, marking a rapid expansion. Although the shipping days for e-commerce were limited due to inventory being conducted across the group, sales of spring items showed a favorable trend. By item, the "Zip Hoodie" and "Sweater" adorned with the 90 logo from the "9090" brand were popular.
Express News | AI startup Yutori has raised $15 million in seed funding.
March 10th [Today's Investment Strategy]
[Fisco Selected Stocks]【Material Stocks】First Juken <8917> 1035 yen (3/7) Single-family homes are the mainstay. The first-quarter financial results have been announced. Operating profit is 0.41 billion yen (up 41.5% year-on-year). With the addition of KHC, which sells high-value-added custom-built residences, to the group in October 2024, revenue increased by 20.1% compared to the same period last year, expanding the size of the group and improving profit margins. The operating profit for the fiscal year ending July 2025 is projected to be 2.85 billion yen (up 55.9% from the previous period).
BOJ Seeks More Rate Hikes but Not in Rush, Deputy Governor Says -- 2nd Update
Softness and the decline of the US Nasdaq weigh on the market, but the lower levels may remain stable.
[Emerging Markets Individual Stocks Global Strategy] Today, a sluggish trend is expected in the Emerging Markets. Yesterday, October 25th, in the US Stock Market, the Dow Inc rose by 159.95 points (+0.37%) to 43,621.16. Concerns about a recession have emerged as Treasury Secretary Yellen stated, "The private sector is entering a recession." Additionally, reports that the Trump administration is considering strengthening export regulations on Artificial Intelligence (AI) have put pressure on high-tech stocks. On the other hand, there are expectations for a ceasefire in Ukraine.
Today's individual materials: Astroscale, JPHD, Qusim, Vital KS, etc. (Announced on the 25th)
▽ Astroscale <186A.T> has received notification regarding the completion of the final milestone for the commercial debris removal demonstration phase 1 (contract amount: 1.94 billion yen) being promoted in collaboration with JAXA (Japan Aerospace Exploration Agency). ▽ JPHD <2749.T> has introduced a preferential treatment system for shareholders who have maintained their shareholding for more than six months on the reference date, and for those whose holdings of more than five units (500 shares) have been recorded in the shareholder registry with the same shareholder number for two consecutive times.
Stem Inc Cell Research Institute, Lear, ETC.
361 Sports Japan, which is engaged in the export and import of jellybeans sporting goods, has signed a dealership contract in Japan. <4584> From the 21st, 1.5 million shares will be delivered as a result of the large exercise of the 24th subscription rights of Kids Bio (with exercise price adjustment clause). <5254> Areent has acquired additional shares of PlantStream, which develops and sells software for the plant engineering industry, and has made it a wholly-owned subsidiary. <5532> Li
Key points of interest for the PTS on the 25th = Vital KS, Smile HD, Akita Silver, ETC.
▽ Vital KS <3151.T>, upward revision of consolidated Financial Estimates and Dividends for the fiscal year ending March 2025. ▽ Smile HD <7084.T>, revision of Dividends forecast for the fiscal year ending March 2025, planning to implement the initial dividend at the end of the term. ▽ Akita Silver <8343.T>, upward revision of Dividends forecast for the fiscal year ending March 2025. ▽ Iwabuchi <5983.T>, upward revision of Dividends forecast for the fiscal year ending March 2025. ▽ Uosuigyo <7596.T>, upward revision of consolidated net profit forecast for the fiscal year ending March 2025. ▽ Nippon Palette <4690.T>, announcement of acquisition and retirement of treasury stock. ▽ Te
Firm, supported by high US stocks and low long-term US interest rates.
[Emerging Markets Individual Stock Global Strategy] Today's emerging markets are expected to show a steady performance. In the US stock market yesterday, on the 13th, the Dow Inc rose by 342.87 points (+0.77%) to reach 44,711.43 points. The long-term interest rates fell due to the judgment of stable results from the January Producer Price Index (PPI) Core Index, which supported stock prices. Additionally, there was a sense of relief that the activation of the reciprocal tariff measures signed by President Trump might occur after April, accelerating the buying back. Today's emerging markets are expected to see buying.
Key points of interest for the PTS on the 13th = Sony Group Corp, Alphapoly, INFORI, Takasago International, ETC.
▽Sony Group Corp <6758.T> announced that the consolidated operating profit for the third quarter cumulative of the fiscal year ending March 2025 (April to December 2024) is 1 trillion 203.5 billion yen, an increase of 23% compared to the same period last year. The full-year performance Financial Estimates have been raised, and a share buyback program has been established. ▽ Alphapoli <9467.T> has raised its consolidated operating profit Financial Estimates for the fiscal year ending March 2025 from 2.51 billion yen to 3.09 billion yen, a 36% increase compared to the previous period. Sales of e-books are strong. The annual Dividends forecast has been increased from 11 yen to 14 yen. ▽ INFORI <9338.T>, for the fiscal year ending January 2025.
Yutori: Presentation of financial results for the 3rd quarter of the fiscal year ending March 31, 2025
Yutori: Summary of financial results for the 3rd quarter (interim period) for the fiscal year ending March 31, 2025 [Japanese GAAP] (Consolidated)
Yutori: Summary of financial results presentation materials for the 3rd quarter of the fiscal year ending March 31, 2025 for smartphones
Yutori: Notice regarding revisions to earnings forecasts
Individual stock information.
Mobile Systems <4370.T> hits its upper limit. The Q1 financial results for the period ending in August were announced today (last year's September to November), showing a consolidated EBITDA (operating profit + software amortization + depreciation + stock-based compensation) of 14 million yen in profit (compared to a loss of 37 million yen in the same period last year), marking a return to profitability. The gross profit margin has significantly improved due to an increase in the proportion of SaaS (Software as a Service) in revenue and a decrease in software amortization burden. Team Spirit <4397.T>
Emerging Markets Stock Digest: Team Spirit soars, Agriculture Comprehensive Research Institute significantly rebounds.
Team Spirit <4397> jumped 28 points to 384. After the market close on the 10th, the performance for the first quarter of the fiscal year ending August 2025 will be announced, which is viewed positively. Revenue was 1.147 billion yen, an increase of 10.0% compared to the same period last year. The breakdown of revenue includes license revenue of 0.957 billion yen (up 12.1% from the previous year) and Professional Services revenue of 0.189 billion yen (up 0.7% from the previous year). Operating profit is expected to improve due to measures for normalizing hiring and increasing referral recruitment efficiency, along with cost management.
As soon as the news of Japan easing tourist visas for people from China was released, local retail travel stocks surged immediately.
① The Japanese Foreign Minister, Toshimitsu Motegi, announced the relaxation of visa requirements for Chinese tourists to Japan, expected to be implemented in spring 2025. ② After the announcement, retail and tourism-related stocks in Japan rose, with J. Front Retailing Co. soaring by 8.38%, while Isetan Mitsukoshi Holdings and Takashimaya increased by 6.98% and 3.69%, respectively.
China and Japan will introduce policies to facilitate tourism, and Japanese retail and tourism stocks have responded with an increase.
Retail and tourism-related stocks in Japan rose after the Chinese government and the Japanese government agreed to introduce more facilitation measures to promote mutual visits of tourists between the two countries.
Dream Arts, along with Classicom and others.
Below is the downward revision of VIS, with this period's operating profit and loss forecast at -0.214 billion yen, down from -0.144 billion yen. The approximately 0.268 billion yen gain from the sale of Nisso's subsidiary stocks is expected to be recorded as extraordinary profit. A revision of the performance forecast for Astroscale shows this period's project revenue forecast at 12 billion yen, down from 18 billion yen. A public tender offer by Shannon Innovation for Stock 3970 will be made at a price of 650 yen per share, and the listing is expected to be maintained after the public tender offer, with the remaining 25th new share rights.
Yutori: Extraordinary Report