April 21 [Today's Investment Strategy]
[Fisco Selected Stocks] 【Material Stocks】 Gendai Agency <2411> 393 yen (4/18) engages in planning and production of advertising and publicity. The financial results for the fiscal year ending March 2025 have been announced. Operating profit is 0.418 billion yen (an increase of 68.0% compared to the previous year). In the pachinko hall advertising sector, efforts are being made to recover from the sharp decline in Internet advertising. The operating profit for the fiscal year ending March 2026 is estimated to be 0.55 billion yen (an increase of 31.5% compared to the previous year). At the same time, a share buyback program has been announced with a limit of 1.3 million shares, which is equivalent to 10.57% of the issued stocks.
Pay attention to Interac and ADEKA.
Last weekend, on the 18th, the US Stocks market was closed. The exchange rate is 1 dollar = 142.00-10 yen. Today in the Tokyo market, Aizawa Securities <8708> announced a preliminary report for the fiscal year ending March 2025, showing a 62.7% increase in operating profit. Iwai Cosmo <8707> reported an 13.8% increase in operating profit in its preliminary fiscal report for the year ending March 2025, and revised upward its forecast for year-end Dividends. ENEOS <5020> announced a share buyback representing 10.8% of its issued Stocks, and reported having secured a large order for image sensor inspection-related products worth 0.124 billion yen.
Rating information (investment determination changes - part 2) = Roetze, Cosmos Pharmaceuticals, etc.
◎ Tachibana Securities (5 levels: Bullish > Slightly Bullish > Neutral > Slightly Bearish > Bearish) Rohto <6323.T> --- "Neutral" → "Slightly Bullish" Manny <7730.T> --- "Slightly Bullish" → "Neutral" ◎ Macquarie Capital Securities (3 levels: Outperform > Neutral > Underperform) Cosmos Pharma <3349.T> --- "Outperform" → "Neutral", 7,600 yen → 8,000 yen ◎ CLSA Securities (3 levels: HC Outperform > Outperform)
<Rating Change Observation> New rating: Hakuhodo DY / Bridgestone upgraded, Tokyu Fudosan HD downgraded, ETC.
◎ New/Restart Hakuhodo DY <2433.T> - Domestic medium-sized firm in the middle of three levels. ◎ Upgrade Bridgestone <5108.T> - Domestic large company at the top of three levels. Rohtec <6323.T> - Domestic mid-sized firm at the second place of five levels. ◎ Downgrade Tokyu Fudosan HD <3289.T> - Foreign-affiliated company in the middle of five levels. Cosmos Pharmaceutical <3349.T> - Foreign-affiliated company in the middle of three levels (Target Price raised). OSG <6136.T> - Domestic medium-sized firm in the middle of three levels. Furuno Electric <6814.T>
Manny, Nomura Securities has lowered the Target Price to 1,100 yen.
On the 14th, Nomura Securities maintained the investment rating of Manny <7730.T> as "neutral" (Hold). The Target Price was lowered from 1400 yen to 1100 yen, taking into account the voluntary dental recall in China. Provided by Wealth Advisor Co.
Manny, IDOM ETC (additional) Rating
Downgrade - Bearish Code Stock Name Securities Company Previous Change After -------------------------------------------------------- <3349> Cosmos Pharmaceutical Macquarie "Outperform" "Neutral" Target Price Change Code Stock Name Securities Company Previous Change After -------------------------------------------------------- <3141> Welcia.
Rating information (Target Price change - Part 1) = Many, IDOM, ETC
Nomura Securities (3-tiered system: Buy > Neutral > Reduce) Manie <7730.T> ―― "Neutral" → "Neutral", 1400 yen → 1100 yen Daiwa Securities (5-tiered system: 1 > 2 > 3 > 4 > 5) IDOM <7599.T> ―― "2" → "2", 1680 yen → 1660 yen Nihon Soku Building <9706.T> ―― "2" → "2", 7000 yen → 5000 yen Mizuho Securities (3-tiered system: Buy > Hold > Underperform) Askul <2678.T> ―― "Hold"
Mani: Confirmation letter
Mani: Semi-annual report - 66th period (2024/09/01 - 2025/08/31)
Spot information on individual stocks (2)
Inspec <6656.T> is showing a high buy alert. A large order for semiconductor package inspection equipment has been received. Progrit <9560.T> continues to decline. It announced its consolidated results for the first half of the fiscal year ending August, but material developments seem to have run their course. Manny <7730.T> is weak. The consolidated results for the first half of the fiscal year ending August showed only a slight decrease in operating profit. ☆ The above article contains unverified information. Provided by Wealth Advisor Inc.
The Nikkei average rose sharply by 2,894 yen, the second largest increase in history = 10th session.
On the 10th, the Nikkei average stock price saw a significant rebound, rising by 2,894 yen and closing at 34,609 yen, an increase from the previous day. The TOPIX (Tokyo Stock Price Index) also surged, gaining 190.07 points to reach 2,539.40 points. The increase in the Nikkei average is the second largest in history, following the rise on August 6 of last year, which was 3,217 yen. In the U.S. stock market on the 9th local time, President Trump announced a 90-day suspension of the additional tariffs on countries and regions other than China. In response, the NY Dow rose for the first time in five days.
Many and others continue to rank, the announcement of the voluntary recall of products sold in China is viewed negatively.
Manny <7730> has ranked in (as of 14:32). It has significantly declined. The previous day, the first half-year results were announced, with an operating profit of 4.17 billion yen, a decrease of 0.6% compared to the same period last year, landing almost on the planned line. The full-year Financial Estimates are 8.9 billion yen, which is an increase of 6.1% compared to the previous period, and it remains unchanged. Although there were no surprises in the financial results, the announcement of a voluntary recall of the 'Mani Dai Bar' sold in China seems to be viewed negatively. Volume change rate top [As of April 10, 14:32] (
Many continued to decline, with the second quarter results for the fiscal year ending August 2025 showing increased revenue but decreased profits, and a voluntary product recall being implemented in China.
Manny <7730.T> continues to decline, temporarily down 67 yen to 1,108.5 yen. After the close on the 9th, consolidated financial results for the second quarter cumulative of the fiscal year ending August 2025 (September 2024 - February 2025) were announced. Despite an increase in revenue, a decrease in profit led to a negative reaction. For the second quarter cumulative results, revenue was 14.81 billion yen (a 6.5% increase compared to the same period last year), and operating profit was 4.172 billion yen (a 0.6% decrease). Sales of surgical-related products such as ophthalmology knives were strong in Europe, China, and Asia, as well as North America.
The Nikkei average is about 2,660 yen higher, continuing to trade in the high range after the buying has subsided = 10 days before the opening.
On the 10th, at around 10:05 AM, the Nikkei average Stock price is trading approximately 2,660 yen higher than the previous day at around 34,370 yen. At 9:18 AM, it reached a high of 28,854.43 yen at 34,568.46 yen. On the 9th local time, in the U.S. stock market, President Trump announced a 90-day suspension of the additional tariffs on countries and regions other than China. In response to this, the NY Dow rose significantly for the first time in five days, and the Nasdaq Composite Index also rebounded sharply. Japanese stocks are also seeing Buy activity, influenced by the sudden surge in U.S. stocks.
April 10 [Today's Investment Strategy]
[Fisco Selected Stocks] 【Material Stocks】 Furuno Electric <6814> 1,992 yen (4/9) Engaged in fish finders and other Electronic Equipment for ships. Announced financial results for the fiscal year ending February 2025. Operating profit is 13.1 billion yen (2.0 times compared to the previous period). The previous Financial Estimates were raised from 11 billion yen to 12 billion yen on January 14 (an increase of 84.0% year-on-year), but it exceeded those expectations. Achieved record-high revenue and profit for the second consecutive year. The operating profit for the fiscal year ending February 2026 is estimated to be 11.5 billion yen (a decrease of 12.8% compared to the previous period). At the same time,
Mani Recalls Dental Burs in China Over Registration Issues
Focus on 7&iHD and Furuno Electricity, while Saizeriya and Manny may be sluggish.
In the US stock market on the 9th, the Dow Jones Industrial Average rose by 2,962.86 points to 40,608.45, the Nasdaq Composite Index increased by 1,857.06 points to 17,124.97, and the Chicago Nikkei 225 Futures were up by 3,030 yen compared to the Osaka daytime price at 34,860 yen. The exchange rate was 1 dollar = 147.70-80 yen. In today's Tokyo market, 7 & iHD <3382> announced a Share Buyback of up to 15.1% of outstanding shares with operating profit forecasted to decrease by 21.2% compared to the previous period and a 0.7% increase for the current period.
7 & i HD, operating profit for the quarter ending February 2025 decreased by 21.2% to 420.9 billion yen, Financial Estimates for February 2026 predict a 0.7% increase to 424 billion yen.
The earnings announced by Seven & I Holdings <3382> for the fiscal year ending February 2025 show an operating revenue of 11 trillion 972.7 billion 62 million yen, a 4.4% increase compared to the previous year, and an operating profit of 420.9 billion 91 million yen, a 21.2% decrease. The earnings forecast for the fiscal year ending February 2026 plans for an operating revenue of 10 trillion 761 billion yen, a 10.1% decrease from the previous year, and an operating profit of 424 billion yen, a 0.7% increase. Additionally, a Share Buyback will be conducted with a limit of 0.4 billion shares, which is 15.4% of the total number of outstanding Stocks (excluding treasury shares) amounting to 600 billion yen.
Key points of attention in PTS on the 9th = ABC Mart, Progrit, iCube ETC.
▽ ABC Mart <2670.T>, the consolidated results for the fiscal year ending February 2025 show fluctuations in the plan, while an increase in revenue and profit is expected for the fiscal year ending February 2026. ▽ Progrit <9560.T>, the individual results for the second quarter cumulative from September 2024 to February 2025 are showing double-digit increases in revenue and profit. ▽ Grand <9720.T>, the individual results for the first quarter from December 2024 to February 2025 show double-digit increases in revenue and profit. ▽ iCube <4495.T> has upwardly revised its consolidated performance forecast for the fiscal year ending June 2025. ▽ Trefac <3093>
Mani: Summary of financial results for the 2nd quarter (interim period) of the fiscal year ending 2025/8 [Japanese GAAP] (consolidated)