MONOY MonotaRO (ADR)
- 10.760
- -0.762-6.61%
MonotaRO (ADR) News
MonotaRO: confirmation
MonotaRO: Quarterly Report - 25th Quarter 1 (2024/01/01 - 2024/03/31)
3 points you should pay attention to in the front field ~ Aiming for push while determining solidity after a round of buying ~
I would like to pay attention to the following 3 points in the 10-day advance transaction. ■ Promising stance while determining solidity after a round of buying ■ SoftBank, 24/3 operating profit down 17.4% 876 billion yen, 25/3 forecast 2.7% increase 900 billion yen ■ Front-end notable materials: Kanematsu creates emission rights in Vietnam, reduces methane in paddy fields ■ while determining solidity after a round of buying, the Japanese stock market is likely to have a dominant buying market. The US market on the 9th is NY
Kanematsu, Torishima Seisakusho, etc. [List of brand materials from newspapers]
*Kanematsu ＜8020＞ creates emission rights in Vietnam, methane reduction in rice paddies (Nikkan Kogyo side 1) - ○*Torishima Seisakusho ＜6363＞ new base in Egypt, pump maintenance for infrastructure (Nikkan Kogyo side 1) - ○*Brother Industries ＜6448＞ Roland DG acquisition was abandoned, and no purchase price increase (Nikkan Kogyo side 3) - ○*Mitsubishi ＜7211＞ US court, - Mitsubishi's own subsidiary, 157 billion yen (Nikkan Kogyo) due to traffic accidents *Daiwa House ＜1925＞ in-house entrepreneurship Boost, budget of 30 billion yen
JMDC, Shiono Yoshi, etc. (additional) Rating
Target Stock Price Change Code | Stock Name | Securities Company | Conventional | After Change |------|---------|--------|--------|＜2212＞|Yamazaki Pan | Mizuho | 3700 yen | 4150 yen |＜3064＞|Monotaro | City | 1500 yen | 1850 yen |＜4151 ＞|Kyowa Kiri
MRO-- 1Q saw a 2-digit increase in sales and profit, and both number of customers and sales expanded steadily
Monotaro ＜3064＞ announced consolidated financial results for the 1st quarter (24/1/3/3) of the fiscal year ending 2024/12 on the 25th. Sales increased 11.5% from the same period last year to 69.139 billion yen, operating profit increased 10.9% to 8.901 billion yen, ordinary profit increased 11.1% to 8.984 billion yen, and quarterly net profit attributable to parent company shareholders increased 10.0% to 6.256 billion yen. The company places internet advertisements on search engines and searches for its website
Stocks that moved the day before part 2 area link, MacBeep, Cybertrust, etc.
<コード>Stock name 26th closing price ⇒ compared to the previous day Mitsubishi Pencil ＜7976＞ 2362 -195 I'm disgusted with the 1st quarter operating profit decline settlement. Monotaro ＜3064＞ 1782.5 -150 1st quarter gross margin decline etc. are viewed negatively. Shin-Etsu Chemical Industry ＜4063＞ 5906 -402 actual values and 1st quarter guidance are lower than market expectations. Koito Seisakusho ＜7276＞ 2073.5 -140 There is a sharp decline in consensus on both the results for the first fiscal year and the outlook for the current fiscal year. Pacific Industries <72
Nippon Zeon, Fujitsu SE, KEYENCE, etc.
＜7276＞ Made in Koito 2073.5 -140 continued to drop drastically. Financial results for the fiscal year ended March 24 were announced the day before. Operating profit was 56 billion yen, up 19.5% from the previous fiscal year, but profit declined drastically in the January-March fiscal year, and market expectations also declined by about 9 billion yen. There was a transient cost of about 3 billion yen, but earnings deteriorated more than expected. Also, the fiscal year ending 25/3 is 58 billion yen, which is expected to increase 3.6% from the same period, but this also lowers the consensus by about 9 billion yen. There was an increase due to dividends for the previous fiscal year, and dividends are planned to increase this fiscal year as well, but earnings
Notable stock digest (front field): MRO, Keyence, Social Wire, etc.
Mimasu Semiconductor ＜8155＞: 3235 yen car - stop high buying sign. Shin-Etsu Chemical Co., Ltd., which is the largest shareholder, has announced that it will implement TOB and make it a wholly owned subsidiary. The company has expressed an opinion in favor of TOB. The TOB price is 3700 yen, which is a 35.4% premium compared to the previous day's closing price, and the movement aimed at completely falling behind the TOB price intensified. TOB is scheduled to begin around the end of July, but the necessary procedures and responses based on domestic and international competition laws are fixed
Nomura FuHD, MinebeaMitsumi, etc. (added) Rating
Downgrading-Bearish Code | Stock Name | Securities Company | Conventional | After Change |------|--------------|--------------|--------------|<2337＞|Ichigo |Morgan S | “Over W” | “Equal W” | Target Stock Price Change Code | Stock Name | Securities Company | Conventional | After Change |----
MRO --- sharp decline, decline in gross profit margin in the first quarter, etc. are viewed negatively
MRO (3064) fell drastically. Financial results for the first quarter were announced the day before, and operating profit was 8.9 billion yen, up 10.9% from the same period last year, which slightly exceeded market expectations. It seems that the effects of reducing SG&A expenses have progressed more than expected. Meanwhile, gross profit margin was 29.2%, down 0.8 points from the same period last year. The company's plans also seem to have declined. It seems that the main reason is that orders from large companies have increased and the weight of PB has declined. Stock prices are currently in the high price range, reducing the decline in gross margin ratio
MonotaRO's Q1 Attributable Net Income Jumps 10% on Higher Net Sales; Stock Falls 6%
MonotaRO (TYO:3064) posted a 10% jump in attributable net income for the first quarter after successfully obtaining over 200,000 new accounts. The e-commerce company's attributable net income rose to
Shin-Etsu, 24/3 operating profit down 29.8% to 701 billion yen
In the financial results for the fiscal year ending 2024/3 announced by Shin-Etsu Ka ＜4063＞, sales were 2,414.937 billion yen, down 14% from the previous fiscal year, and operating profit was 701,038 billion yen, down 29.8% from the same period. In the electronic materials business, the semiconductor market continued to adjust in the fall of the year before last, even in this period, but signs of bottoming out appeared. In the processing/trading/technical service business, demand for semiconductor wafer-related containers continued to be adjusted mainly for in-process use, but automotive input devices were recovering in response to a recovery in the automotive industry
MonotaRO Co Sees 1H Net Y11.92B
MonotaRO Co. Ltd. also released the following forecasts: GROUP 1st Half To Jun 2024 Revenue Y139.02 bln Operating Profit Y17.02 bln Pretax Profit
MonotaRO Completes Payment for Restricted Stock Compensation
Japanese e-commerce company MonotaRO (TYO:3064) has completed payment for the allocation of 59,152 treasury stocks as employee remuneration to five executive officers at a price of 1,792.5 yen each fo
Kewpie, Monotaro, etc. (added) Rating
Upgrade-Bullish Code | Stock Name | Securities Company | Conventional | After Change |------|------------|------------|------------|------------|<7599＞|IDOM | Yamato | “3” | “2” |＜7733＞|Olympus |GS | “Neutral” | “Buy” |＜7741＞|HOYA
Yunlou Stock List (Weekly Chart) [Ichimoku Equilibrium Chart/Cloud Stock List]
○Kumojo Stock List Market Code Stock Name Closing Price Advance Span A Advance Span B Tokyo Stock Exchange Prime ＜1417＞ Miraitone 1979 1901.25 1728.5 ＜1950＞ Nippon Densetsu 2163 2078.5 1891.5 ＜2288＞ Marudaishoku 1645 1631.5 1563.5 ＜2433＞ Hakuhodo DY 143
Jefferies Adjusts MonotaRO's Price Target to 1,750 Yen From 1,550 Yen, Keeps at Hold
06:07 AM EDT, 04/11/2024 (MT Newswires) -- Jefferies Adjusts MonotaRO's Price Target to 1,750 Yen From 1,550 Yen, Keeps at Hold
Yoshinoya HD, MRO, Trefax, etc.
The sharp decline continued. Financial results for the fiscal year ending 24/2 were announced the day before, and operating profit was 534.2 billion yen, up 5.5% from the previous fiscal year, surpassing the previous plan of 525 billion yen.
Front market [stocks that have moved, stocks that have been created]
*Arisawa Seisakusho ＜5208＞ 1444 +299 announced dividend policy changes from next fiscal year and dividend increases for the current fiscal year. *Treasure Factory ＜3093＞ I like the 1608+181 consecutive 2-digit profit increase forecast and the upward revision of mid-term target values. *MONOTARO ＜3064＞ Looking positively at monthly trends for 1974+1733. *Koshidaka HD ＜2157＞ 1017 +78 was revised upward due to an upward landing in the first half of the year. *Meidensha ＜6508＞ 3110 +213 Electric Power
Analysis
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