<6013> Takuma, 1667, +14
Buy first. At Nomura Securities, investment rating is newly set to "buy" and target stock price is set at 2,600 yen. It is expected that the acquisition of EPC projects for waste disposal facilities will be obtained from the newly arrived about 20-year demand, and accordingly, long-term highly profitable operation and maintenance contracts will expand cumulatively, leading to stable cash flow creation over the medium to long term. The stock price has dropped significantly due to negative performance guidance for this term, and it is judged that the undervaluation feeling is becoming stronger compared to the corporate value.
<6113> Amada, 1843.5, +66.5
Great continuation. At Daiwa Securities, the investment rating is newly set at "2" and the target stock price is set at 2,000 yen. The increase in fiber laser is expected to continue to be the best in this fiscal year and next fiscal year, and there are many points of attention such as expanding the customer base, expanding the after-business, and strengthening automation proposals. It shows a frame with a set value of 40 to 60 billion yen for 3 years from the fiscal year 24 to the fiscal year 26, and it is also pointed out that the repurchase of 20 billion yen is expected for this term and next term, following the previous term.
<9107> Kawasaki Shipbuilding, 2500, +160
Significant increase. It seems that the rise in container ship market condition is becoming a buying cue. The Shanghai-container freight rate index SCFI was 3714.32 at the end of last week, an increase of 6.9% compared to the previous week. The China Export Container Index, CCFI, also increased by 5.1% compared to the previous week to 1922.46. The upward pitch is accelerating for each, and expectations for earnings expansion of ONE, the equity method company, are increasing.
<3050> DCM, 1401, -59
Great fall. The first quarter results were announced last weekend, and operating profit increased by 10.9% year-on-year to 10.2 billion yen. However, it seems that there is a precedent that the assumed progress rate is lower than expected, with a set upper half-year plan of 21.2 billion yen, an increase of 19.0% compared to the same period of the previous year. It is also said to be a downward deviation of just over 10% from the company plan comparison. Although it has increased revenue and profit due to the consolidation effect of Keio, the number of customers in existing stores is stagnating due to price increases for daily necessities and increased awareness of life defense.
<9722> Fujita Kanko, 8980, -760
A sharp drop. After the intention to acquire shares by 3D investment was reported, the upper price chase continued in anticipation of reorganization premium expectations, and it rose sharply due to the report that the value of "Tsubakiyama" was about 50 billion yen only for land. However, the market capitalization at the end of last week was increased by over 44 billion yen compared to before the rapid surge, so the cautious attitude is also becoming stronger for further price increase.
<6264> MarumaE, 2030, -70
Stagnant and significantly decreased. The cumulative operating profit announced in the third quarter turned into a significant reduction in profit of 96.9% year-on-year to 0.2 billion yen. Although it turns into 10 million yen operating profit in May-July period, the degree of certainty of achieving the plan of 80 million yen for the year is high, but positive impact is considered to be insufficient as future business performance recovery of semiconductor related is fully reflected. The cumulative order received was steadily improved, with a year-on-year decrease of 11.2% and a smooth improvement trend from a 30.4% decrease in the first half of the year.
<2685> Adastria, 3215, -420
A sudden drop. The first quarter operating profit was 6.01 billion yen, a decrease of 4.2% year-on-year. The set forecast is 19 billion yen, an increase of 5.5% from the previous year, and the trend to view the profit decline settlement negatively is ahead. Although sales are steady, the gross profit margin has decreased due to the influence of the weak yen. In addition, Buzzwit, an EC-only company, expects to have a lower revenue and profit due to the struggle of its main brand.
<8233> Takashimaya, 3007, +299.5
Sharp rise. The operating profit for the first quarter was 17.3 billion yen, an increase of 56.7% year on year, and it was upwardly revised to 27.7 billion yen, an increase of 33.4% from the conventional estimate for the first half of the year, and 55 billion yen for the fiscal year, an increase of 19.7% from the previous year. It seems that the increase in inbound sales at domestic department stores led to an upward momentum. Following J. Front and the company's strong earnings, the strong movement of department store stocks is noticeable today.
<3086> J Front Retailing, 1924.5, +247
Sudden surge. The company released its first-quarter financial statements last weekend, with operating profit of 16.1 billion yen, an increase of 58.7% year-on-year and believed to have exceeded market estimates by around 4 billion yen. Reflecting the upward revision for the first quarter, the company has raised its annual financial estimates from the previous 37.5 billion yen to 41.5 billion yen, a 3.6% decrease from the previous year. Tax-free sales are reported to be performing better than expected. Some anticipate that the improved performance will lead to an expansion of shareholder returns.
<7715> Nagano Keiki 3450 +500
Limit up. Ichiyoshi Securities has assigned a new rating of "A" and a fair value of 5400 yen. It is expected and evaluated to have medium-term growth potential as a maker of manufacturing equipment parts, as well as a company that can benefit from semiconductor plant construction centered in Japan. The stock market's evaluation seems to still be insufficient. They anticipate that pressure sensors will contribute to medium-term revenue growth, citing the possibility of continued expansion in the semiconductor manufacturing equipment market as well as the development of new customers.