7780 Menicon
- 1291.0
- +3.0+0.23%
Menicon News
Totekkou, Todaken, etc. (additional) Rating
Upgrade-Bullish Code | Stock Name | Securities Company | Conventional | After Change |------|--------------|------------|------------|------------|＜6586＞|Makita |JPM | “Under W” | “Neutral” |＜8601＞|Daiwa Securities G | City | “3” | “2” | Downgraded - Bearish Code
Menicon Reintroduces Employee Stock Ownership Plan
Menicon (TYO:7780) is reintroducing the Employee Stock Ownership Plan (Stock Benefit Trust) for the Employee Shareholder Association to enhance employee benefits and incentivize corporate value growth
Brands that moved the day before part 1 Birdman, Eyes, Lasertech, etc.
<コード>Stock name closing price on the 23rd ⇒ compared to the previous day Sony G ＜6758＞ 12885 +7524 management policy briefing session was held. Stock price reactions have been limited. Seibu Giken ＜6223＞ received an order of approximately 2.9 billion yen for a large-scale project for a lithium-ion battery manufacturing plant for 1582 +63 EVs. Birdman ＜7063＞ 1275 +109 product sales system ADOLOGI became an affiliate company applying the equity method. Carrier ＜6198＞ 378 +18 JR West Carrier is a human resources matching project
Sumiseki HD, Teijin, Okamura Foods, etc.
＜6125＞ Okamoto Koki 5150 +305 continues to increase drastically. A capital and business alliance with Mitsui & Co., Ltd. has been announced. A third-party allotment of shares was implemented for Mitsui & Co., and Mitsui & Co., Ltd. became the largest shareholder holding 29.71%. In addition to semiconductor-related equipment and machine tool businesses, partnerships in human resource strategies and corporate functions will also be carried out. It is at a high level with a dilution rate of 42.09% due to capital increases, but beyond that, effects such as strengthening sales power associated with partnership effects are expected. ＜8771＞
Notable stock digest (front field): Maezawa Industries, Teijin, Eyes, etc.
Maezawa Industries ＜6489＞: 1,348 yen (+126 yen) continued to increase drastically. An upward revision of earnings for the fiscal year ending 24/5 was announced the day before. Ordinary profit was raised from the previous forecast of 3.7 billion yen to 4.8 billion yen, an increase of 43.5% from the previous fiscal year. There were upward expectations from the situation up to the 3rd quarter, but the range of revisions seems to have been greater than expected. It also seems that it will be the highest profit update for the first time in 28 fiscal years. In addition to profit margin improvements and cost reduction efforts, cost reductions in retirement benefit accounting etc. are factors in upward revisions. Teijin ＜3401＞: 1
Menicon --- drastic rebound, domestic securities raise their valuation if valuation adjustments have progressed
Menicon [7780] had a sharp backlash. Ichiyoshi Securities continues to have a fair value of 2,100 yen, and the rating has been raised from “B” to “A”. The background is that valuation adjustments have progressed due to falling stock prices, and it is thought that the supply capacity situation, which had a sense of blockage, will gradually be resolved as new factories and equipment enhancements at home and abroad will progress in the future. Since the stock price was one step lower from the low price rivalry to the day before, it led to a cool buying opportunity
Rating [securities companies' ratings]
Upgrade-Bullish Code | Stock Name | Securities Company | Conventional | After Change |------|-------------|-------------|-------------|＜7780＞|Menicon | Ichiyoshi | “B” | “A” |＜7342＞|Wealth Navi | SBI | “Neutral” | “Buy”
Brands that moved the day before part 2 Liberta, Kyogoku Transport, YE Digital, etc.
<コード>Stock name 22nd closing price ⇒ compared to the previous day Asahi Intec ＜7747＞ 2159.5 -77.5 reimbursement price revisions for specific insurance medical materials are also on alert. Menicon ＜7780＞ 1289-75 low price rivalry went down and sold by hand. After the e-guarantee ＜8771＞ 1320-45 consensus downside guidance, sales dominance developed. With the Unitika ＜3103＞ 245-12 high price update, there is also a sense of accomplishment. Chugai Pharmaceutical＜4519＞ 4846-1
Front market [stocks that have moved, stocks that have been created]
*Continue to view TOB implementation reports by C&F LogiHD ＜9099＞ 5590 +700SGHD as materials. *XEBIO HD ＜8281＞ 1052 +102 implementation of a high level stock buyback had an impact on the purchase. *Sharp ＜6753＞ 935.3 +66.5 No particular material was observed, and it is a movement involving short covers, etc. *Nidec ＜6594＞ 7660 +368 Daiwa Securities raised its target stock price. *M up ＜3661＞ 1272 +61 from
Menicon: [Correction] Partial Corrections to “Financial Results Explanatory Materials for the Fiscal Year Ending March 31, 2024”
Convertible Stock List (Part 3) [Parabolic Signal Convertible Stock List]
○ List of sales conversion stocks market code stock name closing price SAR Tokyo Stock Exchange Prime ＜5991＞ Nippatsu 1596 1670 ＜6055＞ J Material 2231 2404 ＜6089＞ Will Group 987 1082 ＜6095＞ Medopia 636 712 ＜6101＞ Tsugami 1449 1457
Express News | Menicon 2023/24 Group Net Profit 4.54 Bln Yen (-38.5 %), 2024/25 Forecast Profit 7.00 Bln Yen (+54.2 %)
Express News | Menicon 2023/24 Group Operating Profit 8.95 Bln Yen (-25.8 %), 2024/25 Forecast Profit 10.00 Bln Yen (+11.7 %)
Menicon: Notice regarding changes in dividend policy and dividends from surplus
Menicon: Financial results presentation materials for the fiscal year ending 2024/3
Menicon: Summary of Financial Results for the Fiscal Year Ending March 31, 2024 [Japanese GAAP] (Consolidated)
Menicon FY Net Y4.54B Vs Net Y7.38B
Menicon Co. Ltd. (7780.TO) Japan Year Ended March 31 GROUP 2024 2023 Revenue Y116.19 bln Y110.19 bln Operating Profit Y8.95 bln Y12.0
3 points to pay attention to in the aftermath - rising interest rates affected and the increase narrowed
I would like to pay attention to the following 3 points in late-day trading on the 14th. ・The Nikkei Average rebounded slightly, and the rise and fall due to rising interest rates · The dollar and yen maintained an upward trend, surfaced in the middle of 156 yen, the top contributor to price increases was Advantest ＜6857＞, the same 2nd place was SoftBank Group ＜9984＞■The Nikkei Average rebounded slightly, and rising interest rates affected the Nikkei Average rebounded slightly. Prior to 38199.10 yen (estimated turnover of 990 million shares), 19.64 yen higher (+ 0.05%) than the previous day
The Nikkei Average rebounded slightly, and the increase was reduced due to the impact of rising interest rates
The Nikkei Average rebounded slightly. The front-end transaction was closed at 38199.10 yen (estimated turnover of 990 million shares), which was 19.64 yen higher (+0.05%) compared to the previous day. The US stock market on the 13th was mixed. The Dow average closed at 39431.51 dollars (-0.21%), the Nasdaq was 47.37 points higher (+ 0.29%) at 16388.24, and the S&P 500 closed at 5221.42, which was 1.26 points lower (-0.02%). Close to deep-seated expectations of interest rate cuts
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
Analysis
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