AEON reported a 33.6% year-on-year increase in first-quarter operating profit, reaching JPY 75.2 billion.
AEON <8267> reported consolidated results for the first quarter of fiscal year ending February 2027, with operating revenue rising 14.6% year-over-year to JPY 2,941.981 billion and operating profit increasing 33.6% year-over-year to JPY 75.203 billion, exceeding the consensus estimate of approximately JPY 71.5 billion. Continued store digital transformation initiatives—including expanded use of self-checkout systems, electronic shelf labels, and AI tools—have driven productivity improvements, resulting in existing-store labor hours at 96.7% for the supermarket segment and 99.4% for the discount store segment.
Reyuu Japan: Notice Regarding the Revision of the Full-Year Earnings Forecast for the Fiscal Year Ending October 2026
July 3 [Today's Investment Strategy]
[Fisco Top Pick] [Stock with Positive Catalyst] Osaka Organic Chemical Industry Co., Ltd. <4187> closed at ¥5,880 (July 2). The company is engaged in a wide range of products, including fine chemicals, electronic materials, and functional chemicals. It has revised upward its earnings forecast for the fiscal year ending November 2026, now expecting operating profit of ¥7.50 billion (up 21.2% from the previous fiscal year), an increase of approximately 17% from its prior forecast. Semiconductor materials and high-purity specialty solvents have been performing strongly. The company plans a year-end dividend of ¥43 per share, up from its previous forecast of ¥40 and unchanged from the prior year's year-end dividend of ¥40. This brings the full-year dividend to ¥86 per share, compared to the previous forecast of...
Focus on OSG and Daiyuki Kasei [Today's Individual Stock Movements]
On the U.S. stock market yesterday, April 2, the NY Dow rose 594.83 points to 52,900.07, while the Nasdaq Composite Index declined 207.36 points to 25,832.67. The Chicago Nikkei 225 futures settled at ¥68,325, down ¥535 from the daytime session in Osaka. In the foreign exchange market, the dollar traded at ¥161.00–10. In today’s Tokyo market, OSG Corp. <6136>, which revised upward its earnings forecast for the first half of the fiscal year, and Daiyuki Chemical Industries Co., Ltd. <4187>, which raised its earnings and dividend outlook for the fiscal year ending November 2026, are in focus, along with the submarine cable landing project in Wakayama Prefecture.
Stocks hitting upper or lower price limits in the afternoon session.
■Limit Up: <242A> Reply Authority <265A> Hmcomm <3260> Espoar <330A> TalentX <3436> SUMCO <4424> Amazia <589A> NICE <5942> Nihon Filtercon <5967> TONE <6522> Asterisk <6590> Shibaura Mechatronics <7041> CRG Holdings <9256> Succeed <9425> ReYuu Japan ■Limit Down: <6620> Miyakoshi Holdings
Reyuu Japan: Corrected Interim Report – Fiscal Year 39 (November 1, 2025 – October 31, 2026)
Mitsui High-Tech has revised upward its operating profit forecast for the first half of fiscal year 2027 to 14.5 billion yen from 11.0 billion yen.
Mitsui High-Tec <6966> announced a revision to its earnings forecast for the fiscal year ending January 2027, raising its operating profit guidance from ¥11.0 billion to ¥14.5 billion. Sales have progressed favorably, supported by robust demand. Favorable factors driving higher revenues are expected to outweigh adverse impacts such as rising material costs stemming from the deteriorating situation in the Middle East, resulting in operating profit, ordinary profit, and net income attributable to owners of parent all exceeding the previously announced forecasts. [Positive assessment] <9237> Emimen
Reyuu Japan: Semiannual Report – Fiscal Year 39 (November 1, 2025 – October 31, 2026)
Reyuu Japan: Interim Report
Reyuu Japan: Financial Results Presentation for the Second Quarter of Fiscal Year 2026 (Ending October)
Reyuu Japan: Interim Financial Results for the Second Quarter (Interim Period) of the Fiscal Year Ending October 2026 [Japanese GAAP] (Non-Consolidated)
Bestella, Green Ena, Oomori Kogyo, Morozoff (9th)
※The above calendar is tentative and subject to change at the company's discretion. --------------------------------------- June 9 (Tue) <1433> Bestella <1436> Green Ene <1844> Oimori Kogyo <2217> Morozoff <2438> Askanet <2983> R-Planner <3180> B Garage <6336> Ishii Hyoki<
Student status, Stream, Kose RE, Miraiaru (8th)
※The above calendar is tentative only and is subject to change at the company's discretion. --------------------------------------- June 8 (Mon) <2301> Gakujo <3071> Stream <3246> Kosei RE <4238> Miraiar <4287> Justpla <7856> Hagiwara Kogyo --------------------------------
WinTest—Establishment of AI Data Partners by a consortium of six companies, including five listed firms.
The company announced the establishment of 'AI Data Partners,' a joint venture formed through a joint investment agreement among abc <8783>, ReYuu Japan <9425>, Image One <2667>, FD, and Birdman <7063>, to lead the development and operation of AI-specialized high-performance data centers in Japan. The venture integrates the six partners’ complementary strengths in fundraising, land acquisition, power supply, AI solutions, maintenance and operations, and branding.
AirClo, Quoltech, and others
<3070> Jelly Beans acquired fixed assets (the exclusive operating rights in Japan for the Metaverse Online Platform). <4259> ExaWizards established a joint venture with MS&AD Insurance Group Holdings, which undertakes AI development and other services. <5131> Linkers revised its guidance downward, now forecasting an operating loss of ¥683 million for the current fiscal year (previously ¥368 million). <7063> Birdmanabc <8783>, ReYuu Japan <9425>, Image One
Birdman --- Stock rebounds after announcing additional participation in the AI-focused high-performance data center development project.
A decline was seen. The company announced its additional participation in the AI-focused high-performance data center development project. The initiative will transition to a six-company framework comprising abc, ReYuu Japan, ImageOne, WinTest, FD, and the company itself. A jointly funded joint venture named "AI Data Partners (provisional name)" is slated for establishment by May 2026. With the company's participation, which boasts an outstanding track record in branding, marketing, and creative fields, the project will expand beyond infrastructure construction and operation, referred to as the "hardware aspect."
Express News | ReYuu Japan terminates its $100 million financing framework agreement with Universal Digital.
Reyuu Japan: Confirmation Letter
Reyuu Japan: Corrected Securities Report – Fiscal Year 38 (November 1, 2024 – October 31, 2025)
MS&AD Insurance Group revised its operating profit forecast upward to 1.12 trillion yen from 834 billion yen for the fiscal year ending March 26.
MS&AD Insurance Group Holdings, Inc. <8725> announced a revision to its earnings forecast for the fiscal year ending March 2026, upwardly revising its operating income from 834 billion yen to 1.12 trillion yen. The improvement in performance was primarily driven by lower-than-expected insurance payouts due to natural disasters both domestically and internationally, along with disciplined underwriting practices and expanded underwriting scale in overseas operations. Additionally, gains from the sale of policy-related equity holdings exceeded expectations, leading to revisions in the projected figures for operating income and net income attributable to parent company shareholders.