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Kyudenko, Fujifilm, etc. (additional) Rating
Target Price Change Code Stock Name Securities Company Previous Change After----------------------------------------------<2503> Kirin HD JPM 2100 yen 2200 yen <4507> Shionogi JPM 2100 yen 2200 yen <4716> Japan Oracle Corp Morgan Stanley 11500 yen 12500 yen <6460> Sega Sammy HD Mizuho 3400 yen 3700 yen <7012> Kawasaki Heavy Industries City 8000 yen 10500 yen <9201> JAL
Stocks that moved and those that were traded in the front market.
*Yamachi Electric <6941> 2289 +182 announced a short-term, high-level Share Buyback. *Itoham Yonekyu <2296> 4215 +330 announced a commemorative Dividends for the fiscal year ending March 2026. *Asics <7936> 3397 +199 although Nike shares are down, there is an expectation for a shift in funds instead of impact. *Towa <6315> 1780 +93 continues to view the establishment of next-generation HBM4 Encapsulation technology as significant. *Netpro HD <7383> 501 +22 Grow.
Oracle Corp Japan --- A significant rebound, expected to return to double-digit operating profit growth in the period from December to February.
Significant rebound. The third-quarter financial results were announced at the end of last week. The operating profit for the period from December to February was 22.3 billion yen, a 15.1% increase compared to the same period last year, marking a transition from a slight decline in profits from September to November to double-digit profit growth. The strong sales trend of cloud play is the background for this. Cumulative operating profit growth rate for the third quarter stands at 11.3%, which is seen as exceeding the market consensus of over 8% for the full year. NTT Data's full-scale cloud implementation is expected to contribute to performance after the 26.5 fiscal year.
Oracle Corp in Japan rebounded sharply, reaching a new high since last year, positively reacting to the cumulative financial results for the third quarter.
Japan Oracle Corp <4716.T>, which engages in cloud play and license Resistance, has made a sharp rebound. It started with a buy indication and temporarily reached 16,060 yen, an increase of 1,835 yen from the previous day, surpassing the previous year's high of 15,925 yen reached on November 8. The announcement of the cumulative financial results for the third quarter of the fiscal year ending May 2025 (from June 2024 to February 2025) after the market close on the 21st was seen as a buying factor. The standalone performance for the cumulative third quarter showed revenue of 192.892 billion yen (a 9.1% increase compared to the same period last year), and the net profit was 44.8 billion.
Yamato HD, upward revision for 25/3 net profit to 36 billion yen from 18 billion yen.
Yamato HD <9064> announced a revision of its financial estimates for the fiscal year ending March 2025. Net income has been revised upwards from 18 billion yen to 36 billion yen. As part of strengthening balance sheet management, it has resolved to carry out the transfer and leasing (sale and leaseback) of fixed assets. In connection with the transfer of fixed assets, a gain on the sale of fixed assets of 24.2 billion yen is expected to be recorded as special income. 【Positive Evaluation】 <6838> Tamagawa HD Revision | <3321> Mitachi Revision <940>
Key points of interest for the PTS on the 21st = Nippon TV HD, Nissin OilliO, Yamato HD, ETC.
▽Nippon Television Holdings <9404.T> raised its consolidated operating profit Financial Estimates for the fiscal year ending March 2025 from 42 billion yen to 48 billion yen (a 15% increase compared to the previous period). ▽Nissin OilliO <2602.T> lowered its consolidated operating profit Financial Estimates for the fiscal year ending March 2025. A mid-term management plan is also being formulated. ▽Yamato Holdings <9064.T> recorded fixed asset disposal gains in connection with the transfer of fixed assets. The consolidated net profit Financial Estimates for the fiscal year ending March 2025 have been increased. ▽Takahiro Kofu <2676.T> announced a 1-for-2 Stock Split, with a record date of May 31.