9064 Yamato Holdings
- 1802.0
- +73.5+4.25%
Yamato Holdings News
Brands that moved the day before part 1 Toenec, Speee, Kansai Paint, etc.
<コード>Stock name 31st closing price ⇒ compared to the previous day*TOENEC ＜1946＞ 5880 +7501 shares split into 5 shares. *Mipox ＜5381＞ 515 +23IH powder coating system was selected as an “energy saving investment promotion/demand structure transformation support project cost subsidy”. *Charm Care ＜6062＞ 1546 +97 fixed asset sales gain of approximately 1,100 billion yen is expected to be recorded as special profit for the fourth quarter of the fiscal year ending 2014/6. *GNI ＜2160＞ 2203 +86 therapeutic agent “F351
The Nikkei Average rebounded for the first time in 4 days, and reached an overall high position where over 90% rose
The US stock market continued to decline on the 30th. The Dow average closed at 38111.48 dollars (-0.86%), the NASDAQ depreciated 183.50 points (-1.08%) at 16737.08, and the S&P 500 fell 31.47 points (-0.60%) at 5235.48. Sales, which were disgusted by Salesforce's weak financial results, became heavy, and then fell after being close. In response to the opinion of former governor Dudley of the NY Federal Reserve Bank, sales that were wary of additional interest rate hikes continued to strengthen in part
Nikkei Average Contribution Ranking (advance closing) ~ The Nikkei Average rebounded slightly for the first time in 4 days, and Fast Rite boosted by about 41 yen per brand
The number of gains and falls of the Nikkei Average constituent stocks at the time of closing 31 days ago was 2 stocks unchanged: 177 stocks with price increases and 46 stocks with price drops. The Nikkei Average rebounded for the first time in 4 business days. The front-end transaction was closed at 38119.96 yen (estimated volume of 750 million shares), which was 65.83 yen higher (+0.17%) compared to the previous day. The US stock market continued to decline on the 30th. The Dow average depreciated by $330.06 (-0.86%) at $38111.48, and the Nasdaq depreciated 183.50 points (-1.08%) by 1
3 points you should pay attention to in the aftermath - interest rate rises and semiconductor stock depreciation weighs on the index
I would like to pay attention to the following 3 points in the late-day transaction on the 31st. ・The Nikkei Average rebounded for the first time in 4 business days, and the depreciation of semiconductor stocks weighed on the index · The dollar and yen were reluctant to fall due to high Asian stocks · Fast Lite ＜9983＞, and Advantest ＜6857＞■The Nikkei Average rebounded for the first time in 4 business days, and even when interest rates rose once, the depreciation of semiconductor stocks weighed on the index. 38119.96 yen (+0.17%), which is 65.83 yen higher than the previous day (+ 0.17%)
The Nikkei Average rebounded for the first time in 4 business days, and the decline in semiconductor stocks weighed on the index even after interest rates rose
The Nikkei Average rebounded for the first time in 4 business days. The front-end transaction was closed at 38119.96 yen (estimated volume of 750 million shares), which was 65.83 yen higher (+0.17%) compared to the previous day. The US stock market continued to decline on the 30th. The Dow average closed at 38111.48 dollars, which depreciated 330.06 dollars (-0.86%), the NASDAQ fell 183.50 points (-1.08%) at 16737.08, and the S&P 500 closed at 5235.48, which was 31.47 points lower (-0.60%). sales
Nikkei Average Contribution Ranking (big draw) ~ The Nikkei Average continues to decline, and Fast Rite and Daikin are pushed down by about 63 yen with 2 brands
The number of gains and falls of the Nikkei Average constituent stocks at the time of the big closing on the 29th was 40 stocks with price increases, 182 stocks with price drops, and 3 stocks unchanged. The US stock market on the 28th was mixed. The Dow average closed at 38852.86 dollars with a depreciation of 216.73 dollars (-0.55%), the Nasdaq closed at 17019.88 with a 99.09 point increase (+ 0.59%), and the S&P 500 at 5306.04 with a 1.32 point increase (+ 0.02%). The hawkish faction of senior US Federal Reserve (Fed) officials
INPEX, petroleum resources, etc. (additional) Rating
Upgrade-Bullish Code | Stock Name | Securities Company | Conventional | After Change |------|--------------|--------------|--------------|<4911＞|Shiseido | Yamato | “4” | “3” |＜6525＞|KOKUSAI | Nomura | “Neutral”
Rating [securities companies' ratings]
Upgrade-Bullish Code | Stock Name | Securities Company | Conventional | After Change |------|------------|------------|------------|------------|------------|------------|------------|＜6845＞|Asbil |SMBC Nikko | “2” | “1” |＜4186＞|Ohkako | Iwai Cosmo | “B”
Nichibatalyst, Recruit HD, etc. (added) Rating
Upgrade-Bullish Code | Stock Name | Securities Company | Conventional | After Change |------|--------------|--------------|--------------|<7550＞|Zensho HD | Morgan S | “Equal W” | “Over W” | “Over W” | Downgrade-Bearish Code | Stock Name | Securities Company | Conventional | After the Change |----
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
Sharp, Sysmex, etc. (additional) Rating
Upgraded - Bullish Code | Stock Name | Securities Company | Conventional | After Change |------|----------|--------|--------|<9613＞|NTT DATA | City | “2” | “1” | Downgraded - Bearish Code | Stock Name | Securities Company | Conventional | After Change |------|------------
3 points to pay attention to in the front market ~ From wait-and-see and buybacks to solid price movements in high-tech ~
I would like to pay attention to the following 3 points in the pre-market transaction on the 22nd. ■ From wait-and-see buybacks to solid price movements ■ No financial results announcements ■ Notable materials from the front floor: Horiba Seisakusho expands car-related bases in England and introduces the latest equipment for crash tests ■ High-tech is likely to continue with a strong sense of stalemate in the Japanese stock market on the 22nd from wait-and-see buybacks to solid price movements. In the US market on the 21st, the NY Dow rose 66 dollars and the NASDAQ was 37 points higher. US Federal Reserve (Fed)
Horiba Seisakusho, ShinMaywa Industries, etc.
*Horiba Seisakusho ＜6856＞ expands car-related base in English and introduces the latest equipment for crash tests (Nikkan Kogyo side 1) - ○*ShinMaywa Kogyo ＜7224＞ garbage truck operation support, recip and system development (Nikkan Kogyo side 1) - ○*Panasonic HD ＜6752＞ domestic production of in-vehicle batteries 2.5 times over 30 years, promoting labor saving (Nikkan Kogyo page 3) - ○*Yamato HD ＜9064＞ supports joint transportation and delivery (Nikkan Kogyo 3 sides)) -○*Aichi Steel <5482 ＞Lee for power cards
Yamato's Fiscal 2024 Attributable Profit Drops 18% on Weak International Shipping Demand
Yamato Holdings (TYO:9064) posted an 18% decline in attributable profit for fiscal 2024 due to lower parcel volume and demand for international transportation. The logistics shipping services provider
Convertible Stock List (Part 2) [Parabolic Signal Convertible Stock List]
○ List of sales conversion stocks market code stock name closing price SAR Tokyo Stock Exchange Prime ＜1663＞ K&O Energy 3295 3515 ＜1870＞ Yahagi Ken 1501 1570 ＜1930＞ Hokuriku Denko 1146 1201 ＜1968＞ Taiheiden 4295 4480 ＜2579＞ Coca BJH
Brands that moved the day before part 1 Kawasaki Shigeru, GMOTECH, KOSÉ, etc.
<コード>Stock name closing price on the 9th ⇒ Kawasaki Shigeru ＜7012＞ 5607 +70024 business profit decreased by 43.9% compared to the previous day, but it exceeds previous expectations. The forecast for the fiscal year ending 25/3 is 2.8 times that of the previous fiscal year. Miyoshi Oil & Fat ＜4404＞ 1412+157 1st quarter operating profit was 1,233 billion yen. There was a shift from a deficit of 123 million yen in the same period last year to a surplus. Daicel ＜4202＞ announced changes to its 1558.5 +90 shareholder return policy and cancellation of company shares. Data HR ＜3628＞ 630 -10
Renova, Kose, Nagase products, etc.
＜7203＞ Toyota continued to drop drastically at 3528 -51. Financial results for the fiscal year ending 24/3 were announced during trading hours the day before, and the implementation of a stock buyback with an upper limit of 1 trillion yen was well received and there was also a movement to temporarily switch back. Today, once again, financial results are being viewed as sales material. Operating profit for the fiscal year ending 25/3 is 4.3 trillion yen, which is expected to decrease 19.7% from the previous fiscal year, which is about 1 trillion yen below market consensus. Investment in human capital and growth areas
The Nikkei Average continues to decline slightly, interest is concentrated on financial stocks, and the index lacks a sense of direction
The US stock market on the 8th was mixed. The Dow average closed at 39056.39 dollars (+ 0.44%), the Nasdaq was 29.80 points lower (-0.18%) at 16302.76, and the S&P 500 was 0.03 points lower (-0.00%) at 5187.67. Interest rate cuts were sold to postpone observation, and then fell after being close to each other. The Dow turned upward, supported by purchases in the financial sector from the push, and purchases expecting a good economy. Kashkari Minneapolis Union
Yamato HD --- continues to decline drastically, and consensus on guidance for this fiscal year has declined significantly
Yamato HD ＜9064＞ continues to decline drastically. Financial results for the fiscal year ending 24/3 were announced the day before, and operating profit was 40.1 billion yen, down 33.3% from the previous fiscal year, and it landed on the planned line. Meanwhile, the fiscal year ending 25/3 is 50 billion yen, which is expected to increase 24.8% from the same period, but the market consensus is below about 15 billion yen. Losses of 5 billion yen are expected in the first half of the year, and a rapid recovery is expected in the second half of the year. I am now in a situation where people are aware that the severe situation will continue. The volume of courier services handled is expected to increase this fiscal year
Front market [stocks that have moved, stocks that have been created]
*KOSE ＜4922＞ 9868 +1500 The first quarter progressed well due to an increase in consensus. *USS＜4732＞ 1359 +180.5 We evaluate financial results and shareholder return positions compared to expectations. *Nagase Sangyo ＜8012＞ announced dividend increases and share buybacks due to changes in the 3110 +410 shareholder return policy. *iMobile ＜6535＞ 448 +54 to increase dividends by raising the dividend payout ratio. *Alps Logistics ＜9055＞ 4320 +505 Logistics
Analysis
Price Target
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