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Expectations of acquisitions are driving the rise of low-priced stocks.
In the Tokyo Stock Market, acquisition expectations are one of the driving forces behind the selection of individual stocks. Even in cases that are not parent-child listings, there are instances where tender offers (Buyouts) occur with objectives such as enhancing competitiveness and complementing business areas, and high premiums are also observed. There are circumstances questioning the significance of listing for companies with low Market Cap and low PBR (Price to Book Ratio), leading to active speculation among investors. <Awareness of Market Cap criteria and low PBR> The largest condominium construction company, Haseko Corporation <1808.
Mitsubishi HC Capital, Mitsubishi Corporation, ETC.
*Mitsubishi HC Capital <8593> is converting all domestic locations to renewable energy and utilizing non-fossil certificates (NIKKAN KOGYO, Page 1) -○ *Panasonic HD <6752> has started a 100% renewable energy demonstration at its German office (NIKKAN KOGYO, Page 3) -○ *Kansai Paint <4613> is relocating its Tokyo office to Yokohama, compressing fixed assets to invest in growth through sales profit (NIKKAN KOGYO, Page 4) -○ *Mitsubishi Electric Corp. Unsponsored ADR <6503> is accelerating the creation of new businesses, aiming for growth through collaboration with emerging companies and internal recruitment of ideas (NIKKAN KOGYO, Page 4) -○ *Mitsubishi Corporation <80
March 28 [Today's Investment Strategy]
[Fisco Selected Stocks] [Materials Stock] Migaro Holdings <5535> 2555 yen (3/27) is engaged in the development of investment condominiums, etc. It has been announced that the company will split one share into two shares with May 31, 2025, as the record date. The company aims to improve liquidity and increase Volume by expanding its investor base, having already split one share into two on February 28, 2025, but the stock price has risen since the last split decision, thus the policy of expanding the investor base.
Focus on Migaro HD and Seibu Gas HD, while Honey's HD and JCR Pharma may be weak.
In the U.S. stock market on the 27th, the Dow Jones Industrial Average closed down 155.09 dollars at 42,299.70, the Nasdaq Composite Index fell by 94.98 points to 17,804.04, and the Chicago Nikkei 225 Futures were down 15 yen from the Osaka day close at 37,395 yen. The exchange rate was 1 dollar = 151.00-10 yen. In today's Tokyo market, West Japan Gas HD <9536>, which revised its financial estimates for the fiscal year ending March 2025 upwards, and Hankyu has changed its shareholder return policy, setting the annual dividend estimate for the fiscal year ending March 2026 at 100 yen (60 yen planned for the fiscal year ending March 2025).
<Today's individual materials> Cookpad, Veru Inc, Material, JCR Pharma, etc. (Announced on 27th)
▽ Cookpad <2193.T> has set a limit of 20 million shares (24.2% of the total issued shares excluding treasury stock) and a 2 billion yen treasury stock purchase framework, planning to retire 18 million shares along with all shares acquired. ▽ Vertex <5290.T> has acquired shares of IHI <7013.T>'s subsidiary IHI Building Materials and has made it a subsidiary. ▽ Metarial <6182.T> has revised its consolidated performance Financial Estimates for the fiscal year ending February 2025 downward. ▽ JCR Pharma <4552.T> has lowered its consolidated performance Financial Estimates for the fiscal year ending March 2025.
Nishi Gas HD, upward revision on March 25, operating profit 9 billion yen, up from 7.5 billion yen.
Seibu Gas HD <9536> announced an upward revision of the performance forecast for the fiscal year ending March 2025. The operating profit has been revised upward from 7.5 billion yen to 9 billion yen. However, the revenue is expected to slightly decrease due to the anticipated gas sales volume falling below expectations. On the profit side, the cost of sales in the Electrical Utilities QITABANKUAI Energy business is expected to fall below initial expectations, leading to a forecast that exceeds the previous estimate. 【Positive Evaluation】 <6937> Furukawa Battery Revision | <8975> Ichigo Off Revision <9536> Seibu Gas HD
