6728 ULVAC
- 11000.0
- +185.0+1.71%
ULVAC News
Cultural Shutter, Design One Japan, etc. (Part 2)
＜5930＞Bunka Shutter Co., Ltd. Nippon Active Value Fund (NIPPON ACTIVE VALUE FUND PLC) Stock Ownership Ratio 7.13% → 8.21% Reporting Obligation Date 2024/05/15 ＜6025＞Japan PC Service Co., Ltd. Japan Best Rescue System Co., Ltd. Stock Ownership Ratio 22.08% → 0.00% Reporting Obligation Date 2024/03/29＜6025＞
NVIDIA has strong demand for semiconductors for generative AI in the February-April fiscal year
[Semiconductors] In the financial results for the fiscal year ending 2024/2/4 announced by NVIDIA after the end of trading on the 22nd, demand for semiconductors for generative AI was strong, and both sales and final profit reached record quarterly highs. It was bought in overtime trading, and it seems that it will be a support material for semiconductor stocks. ＜8035＞Tokyo Electron ＜6857＞Advantest＜7735＞SCREEN Holdings ＜7729＞Tokyo Seimitsu ＜7731＞Nikon ＜6383＞
Rating [securities companies' ratings]
Upgrade-Bullish Code | Stock Name | Securities Company | Conventional | After Change |------|-----------|------------|------------|＜4113＞|Taoka Chemical |Ichiyoshi | “B” | “A” |＜5406＞|Kobe Steel | Iwai Cosmo | “A” | “A” |＜6457＞|Glory | Iwai Cosmo | “B
The Japanese EV and US hybrid boom is a source of funding
[EV charger] While the largest market for both Japan's Toyota Motor Corporation and Honda, which have an advantage in hybrid vehicles, is the United States, it is reported that most of the expenses are generated in Japan, so they will greatly benefit from the depreciation of their own currency. Also, in the US, the number of hybrid car sales increased 62% in February compared to the same month last year, but the number of EVs sold declined. Only plug-in hybrid vehicles (PHVs) with a much smaller market size surpassed in terms of growth rate. This trend is similar in Europe. Technology is comparable
Brands that moved the day before part 1: Yoji, Irom G, Yamaichi Denki, etc.
<コード>Stock name closing price on the 15th ⇒ Toda Ken ＜1860＞ 1112 +85.5 operating profit is expected to increase 26.7% for the previous fiscal year and 67.5% increase for the current fiscal year. A share buyback was also announced. Konaka ＜7494＞ The dividend for the 332-62 year period was revised from 20 yen to no dividend. Yoji ＜6330＞ 1034 +15024 operating profit for the fiscal year ending 3/24 increased 40.9% to 6.712 billion yen. It exceeds previous expectations by 34%. i-plug＜4177＞ 1435+17525/3 operating profit forecast for the fiscal year ending the previous fiscal year
Front market [stocks that have moved, stocks that have been created]
*Irom G ＜2372＞ 2773 Ka-MBO implementation announcement continues to push back to the TOB price of 2800 yen. *Yamaichi Denki ＜6941＞ 3270 cars - Evaluating plans for a significant increase in profit and a significant increase in dividends for the current fiscal year. *Keiwa ＜4251＞ 1411 +238 The high performance change rate in the first quarter had an impact. *Atrae ＜6194＞ 533 +80 The significant increase in profit in the first half and the implementation of dividends for the current fiscal year are viewed positively. *Miura Kogyo ＜6005＞ 3054 +401.5 This fiscal year is better than consensus
ALSOK, JT, etc. (additional) Rating
Target Stock Price Change Code | Stock Name | Securities Company | Conventional | After Change |------|---------|---------|---------|<2331＞|ALSOK | Nomura | 890 yen | 965 yen |＜2914＞|JT | Yamato | 3700 yen | 4100 yen |＜3099＞|Mitsukoshi i
5/15 [Today's Investment Strategy]
[FISCO Specially Selected Brand] [Material Brand] Lux＜3923＞ 1806.5 yen (5/14) IT services such as “Ruraku Settlement” are provided in the cloud. It is also involved in IT human resources business. Financial results for the fiscal year ending March 31, '24 have been announced. Operating profit was 5,559 billion yen (3.3 times the previous fiscal year). The previous forecast was 5.39 billion yen. Operating profit for the fiscal year ending 25/3 is expected to be 900 billion yen (up 61.9% from the previous fiscal year). Seize strong IT investment and digitalization needs, and continue to actively invest while increasing profit margins
Pay attention to the Pacific Semet and Lux, are Konica Minolta and Casio meters soft
On the US stock market yesterday 14th, the NY Dow rose 126.60 dollars to 39,558.11, the Nasdaq Composite Index rose 122.94 points to 16,511.18, and the Chicago Nikkei 225 futures were 38590 yen, 280 yen higher than Osaka's Japan-China ratio. The exchange rate is 1 dollar = 156.40-50 yen. In today's Tokyo market, Taiheiyo Semet (5233) announced a medium-term management plan with operating profit expected to increase 12.6 times the previous fiscal year and 48.8% increase for the current fiscal year, and Lac announced that operating profit is 3.3 times the previous fiscal year and 61.9% increase forecast for the current fiscal year
Sony G, 24/3 operating profit down 7.2% to 1,208.8 billion yen, 25/3 forecast 5.5% increase to 1.275 trillion yen
The financial results for the fiscal year ending 2024/3 announced by Sony G ＜6758＞ were sales revenue of 13.20.768 billion yen, up 18.6% from the previous fiscal year, and operating profit of 1,208.8 billion yen, down 7.2% from the same period. As for the financial results for the fiscal year ending 2025/3, we plan that sales revenue will decrease 5.5% from the previous fiscal year to 12.31 trillion yen, and operating profit will increase 5.5% to 1.275 billion yen. It was announced that 1 share will be split into 5 shares using 9/30 as the reference date. Also, it is 2.46% of the number of issued shares (excluding treasury stock)
ULVAC: Letter of Confirmation
ULVAC: Quarterly Report - Third Quarter of the 120th Term (2024/01/01 - 2024/03/31)
Express News | Ulvac Inc 9-Mth Group Net Profit 13.29 Bln Yen (+13.1 %), 2023/24 Forecast Profit 16.00 Bln Yen (+12.9 %)
Express News | Ulvac Inc 9-Mth Group Operating Profit 20.41 Bln Yen (+60.1 %), 2023/24 Forecast Profit 23.00 Bln Yen (+15.3 %)
ULVAC: Consolidated Financial Results for the 3rd Quarter of the Fiscal Year Ending 2024/6 [Japanese GAAP] (Consolidated)
Idemitsu Kosan, ENEOS HD, Sony G, Nitori HD (14 days) (5019-9987)
*The above calendar is just a schedule and is subject to change due to company circumstances. ---------------------------------------5/14 (Tue) ＜5019＞Idemitsu Kosan ＜5020＞EneoshD＜5027＞AnyMindG ＜5028＞Second Site ＜5029＞Circlace ＜5033＞Nulavo ＜5035＞HOUSEI ＜50
Intel negotiates partnership with Apollo over construction of factory in Ireland
[Semiconductors] It is reported that US Intel is conducting discussions in the direction of receiving funds exceeding approximately 1.71 trillion yen in Japanese yen from the investment company Apollo Global Management over construction plans for a huge semiconductor factory in Ireland. According to officials, the two companies are proceeding with exclusive negotiations, and it is reported that if plans are not stalled, there is a possibility that negotiations will be settled within a few weeks. ＜8035＞Tokyo Electron ＜6857＞Advantest＜7735＞
France's emerging AI's valuation is 3 times that of six months ago
[Semiconductors] It is reported that the French AI startup Mistral AI is expected to close a funding agreement with a corporate valuation of 6 billion dollars (about 930 billion yen). The valuation has jumped nearly 3 times what it was six months ago, and it is reported that they are likely to be able to save money to challenge major Silicon Valley players such as the US Open AI in the AI development competition. ＜8035＞Tokyo Electron ＜6857＞Advantest＜7735＞SCREEN Holdings ＜77
Convertible Stock List (Part 2) [Parabolic Signal Convertible Stock List]
○List of trading stocks market code stock name closing price SAR Tokyo Stock Exchange Prime ＜6146＞ Disco 50610 44720 ＜6191＞ Airtri 1446 1402 ＜6254＞ Nomura Micro 5340 4590 ＜6269＞ Mitsui Marine 3230 3000 ＜6298＞ YAC
Shin-Etsu Chemical, Kyoei Steel, etc. (additional) Rating
Upgraded - Bullish Code | Stock Name | Securities Company | Conventional | After Change |------|-------------|--------------|--------------|＜7649＞| Sugi HD | JP Morgan | “Neutral” | “Over W” |＜8604＞| Nomura HD | Yamato | “3” | “2” | Downgraded - Bearish
Analysis
Price Target
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