■Analysts have shown a bullish outlook, and it is attracting attention as a stock where upward revisions to company plans are also expected

While the Nikkei Average continues to fight around 39,000 yen, it is expected that developments where it is difficult to get a sense of direction will continue for a while due to material difficulties, and the Tokai Tokyo Intelligence Lab is once again focusing on stock selection focusing on corporate performance. Regarding the corporate plan for the fiscal year ending 25/3, net income is expected to be sluggish, with a decrease in profit (targeting TOPIX1000) compared to the previous year, but considering that there is a trend of issuing conservative plans every year at the beginning of the fiscal year, it is assumed that upward revisions will also increase in the future due to interim financial results, etc. Therefore, at the same securities, screening was carried out under conditions focusing on (1) 25/3 net income plan (company plan) compared to the previous year, (2) 25/3 QUICK consensus (QC) forecast (as of 6/19) surpassed the company plan, and stocks that were greatly revised (correction rate of 10% or more) from the QC forecast as of 3/31 (correction rate of 10% or more). Analysts have shown a bullish outlook, and they are paying attention to it as a stock where upward revisions to company plans are also expected.

■Stocks whose QC forecast for the fiscal year ending 25/3 has been increased and revised (Tokai Tokyo Intelligence Lab)

＜8242＞ H2O Retail

＜8725＞ MS&AD

＜1860＞ Toda-ken

＜9301＞ Mitsubishi Kura

＜8766＞ Tokio Marine

＜3002＞ Gunze

＜6875＞ MegaChips

＜9107＞ Kawasaki Ships

＜4540＞ Tsumura

＜1801＞ Taiseiken

＜9101＞ Yusen

＜6787＞ Meiko

＜4208＞ UB

＜6140＞ Asahi Diamond

＜4547＞ Kissei Yakuhin

＜1969＞ Takasago fever

＜6951＞ Nippon Electronics

＜9010＞ Fujikyu

＜7167＞ Mebuki FG

＜2875＞ Toyo Suisan

*Source: Quoted from the Securities Report