June 11 – [Today's Investment Strategy]
[Fisco Top Picks] 【Stocks in the News】Tempo Holdings Co., Ltd. <2751> – Closing price: ¥3,610 (June 10). The company operates in used commercial kitchen equipment sales, restaurant support services, and restaurant management. It announced results for the fiscal year ending April 2026, reporting operating profit of ¥28.9 billion, an 8.3% increase from the prior year, below its previous forecast of ¥34.4 billion, due to weak performance in its restaurant support business. For the fiscal year ending April 2027, the company forecasts operating profit of ¥41.8 billion, a 44.6% increase from the previous year, aiming to leverage the business foundation built thus far to reach 'the next scale.'
Tempus Holdings and How Television are drawing attention, while ANYCOLOR and Jiban Net Holdings appear weak.
On the U.S. stock market yesterday, the 10th, the NY Dow declined 953.33 points to close at 49,918.78, the Nasdaq Composite Index fell 509.32 points to 25,169.50, and the Chicago Nikkei 225 futures settled at ¥63,340, down ¥1,000 from the Osaka daytime session. The dollar traded at ¥160.40–50. In today’s Tokyo market, Alpine Co., Ltd. <3028>, which revised upward its dividend forecast for the June 2026 fiscal period, and MegaChips Corporation <6875>, which announced a share repurchase program and a tender offer up to 3.4% of its outstanding shares, are in focus.
Aeria and others announced share buybacks on June 10.
On Wednesday, June 10, the following companies announced new share repurchase programs: <6875> Megachips – 500,000 shares (3.4%) for JPY 5.305 billion (June 11, 2026 – June 11, 2026); <7678> Asakuma – 67,000 shares (1.3%) for JPY 5 billion (June 11, 2026 – June 11, 2026); <9644> Tanabe CG – 200,000 shares (0.6%) for JPY 1 billion (June 15, 2026 – July 31, 2026); <3758> Aeria – 800,000 shares (3.9%) for JPY 2 billion (June 18, 2026 – March 31, 2027).
List of Converted Securities (Part 2) [List of Parabolic Signal Converted Securities]
○ List of Buy-Signal Stocks Market Code Stock Name Closing Price SAR Tokyo Prime <7974> Nintendo 7524 6931 <8125> Wakita 1657 1609 <8203> Mr. Max 711 700 <8336> Musashino Bank 243 12271 <8366> Shiga Bank 2092 1882 <8381> San-in Ginko 2094 1960 <8541> Ehime Bank 1992 1850 <8584> Jack
Tokio Marine reported an ordinary profit of JPY 1.3486 trillion for the fiscal year ending March 2026, down 7.6%.
Tokio Marine Holdings <8766> reported consolidated results for the fiscal year ending March 2026, with ordinary revenue rising 5.1% year-on-year to ¥8,872.3 billion and ordinary profit declining 7.6% year-on-year to ¥1,348.6 billion. The company forecasts consolidated net profit for the fiscal year ending March 2027 to increase by 56% year-on-year to ¥830.0 billion. Concurrently, it announced a share repurchase program of up to ¥200.0 billion (6.9% of outstanding shares), capped at 130 million shares. [Positive Rating] <4720> Jōnan Shinken Full-Year
MegaChips: Amended Temporary Report
Express News | Megachips -Keeps 2026/27 Group Recurring Forecast Unchanged at 2.00 Bln Yen
Express News | [Test] Megachips Corp 6875.t-Keeps 2026/27 Group Operating Forecast Unchanged at 2.50 Bln Yen
MegaChips: Notice Regarding the Results of the Sale of Investment Securities and Amendments to Earnings Forecasts
MegaChips Raises FY Net View to Y33.00B
Rakuten Group achieved a reversal to operating profit of 30.3 billion yen in the first quarter.
Rakuten Group <4755> announced its consolidated financial results for the first quarter of the fiscal year ending December 2026, reporting a 14.4% year-on-year increase in revenue to 643.583 billion yen, with operating profit turning positive at 30.394 billion yen (compared to an operating loss of 15.444 billion yen in the same period last year). Amid efforts to drive revenue growth and cost reductions through the use of AI, the company is focusing on acquiring new customers and cultivating loyal users in its internet services segment to further grow gross merchandise value and revenue, alongside mobile-related initiatives.
MegaChips: Interim Report
MegaChips Sees FY Net Y27.00B
MegaChips FY Net Y9.28B Vs Net Y5.37B
Express News | [Test] Megachips Corp 6875.t 2026 Parent Recurring Loss 419 Mln Yen Vs Profit 2.51 Bln Yen,
Express News | [Test] Megachips Corp 6875.t 2026 Group Recurring Profit 1 Mln Yen (-99.9%) Vs Profit 2.61 Bln Yen, 2026/27 Forecast Profit 2.00 Bln Yen
Express News | [Test] Megachips Corp 6875.t 2026 Parent Net Profit 9.08 Bln Yen (+50.0%) Vs Profit 6.05 Bln Yen,
Express News | [Test] Megachips Corp 6875.t 2026 Group Operating Loss 174 Mln Yen Vs Profit 2.19 Bln Yen, 2026/27 Forecast Profit 2.50 Bln Yen
Express News | [Test] Megachips Corp 6875.t 2026 Parent Operating Loss 189 Mln Yen Vs Profit 2.18 Bln Yen,
MegaChips: Notice Regarding Dividends on Retained Earnings