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注目銘柄ダイジェスト(前場):JVCKW、東エレク、日ハムなど

Hot stocks digest (morning session): JVCKW, Toko Electric, Nippon Ham, etc.

Fisco Japan ·  Aug 2 10:54

Toshiba Electronic<8035>: 27,235 yen (-3,505 yen)

Significant decline. The decline of major semiconductor companies such as the company, KOKUSAI, and SCREEN is noticeable. In the United States, concerns about economic downturn have grown due to the unexpected deterioration of the ISM manufacturing business activity index, and the US stock market has seen a significant decline. In particular, the SOX index has collapsed by more than 7%. Intel, which announced a 15% workforce reduction and dividend suspension from the fourth quarter, experienced a drop of about 20% after hours. Domestic semiconductor-related companies are also falling along with the situation.

Nitto Boseki<3110>: 5,550 yen (-60 yen)

Continuous decline. The company announced the first quarter results the previous day, with operating profit increasing 4.4 times from the same period of the previous year to 3.91 billion yen, and the first half forecast revised upward from the conventional 5.8 billion yen to 7 billion yen, and the fiscal year from 12.5 billion yen to 15 billion yen, with an increase of 78.8% from the previous year. The outlook for the electronic material business has been revised upward. Demand for low-dielectric glass for data centers and memories, and T glass for semiconductor package substrates has been strong, and the company expects to achieve the highest sales level ever.

Konami G<9766>: 11,760 yen (+655 yen)

Sharp rebound. The company announced the first quarter results the previous day, with operating profit increasing 46.6% from the same period of the previous year to 25.1 billion yen, greatly exceeding the market expectation of 21 billion yen. It seems that the expansion of users of the item-billing type soccer game "eFootball" in Southeast Asia and South America, and the contribution of 25th anniversary related products have expanded sales of "Yu-Gi-Oh!" beyond expectations, leading to better than expected performance.

Nippon Ham<2282>: 5090 yen (+367 yen)

Sharp rebound. The company announced the first quarter results the previous day, with operating profit increasing 20.0% from the same period of the previous year to 14.6 billion yen. In addition to expanding overseas business mainly in Australia, the processing business also contributed to increased profits due to unit price factors and cost reduction effects. Although the full-year forecast is maintained due to the uncertainty of the latter half of the meat business, the rise of the yen is also seen as a plus, and the situation is conscious of better performance.

JVC Kenwood<6632>: 1,010 yen (+150 yen)

Limit up. The company announced the first quarter results the previous day, with operating profit increasing 20.2% from the same period of the previous year to 6.02 billion yen, showing a smooth progress against the unchanged full-year plan of 18.2 billion yen, which is 0.1% lower than the previous year. It seems that sales of business communication radios in the North American public safety market are doing well, and the company as a whole has exceeded its initial expectations. Good sales are expected for the second quarter and beyond. The sharp appreciation of the yen against the dollar is also expected to be a plus for performance.

ProgRit<9560>: 1,105 yen (+33 yen)

Bounce. After the end of trading on the first day, it has been announced that the enrollment price of the English coaching service "Proglet" will be revised, which is considered good news. The price revision date is September 1, and the enrollment price is for beginners in business English TOEIC L&R, which has been increased from 435,600 yen for 2 months to 457,600 yen. The fees for services other than English coaching will remain unchanged. The price revision is expected to further improve service quality, expand learning content, and strengthen operations.

Animal High Medical<6039>: 2,049 yen (-29 yen)

Significant decline. The company announced its performance for the first quarter of the fiscal year 25 days after the end of trading. Sales increased by 31.4% year-over-year to 1.25 billion yen, and operating profit increased by 296.0% year-over-year to 0.149 billion yen, but sellers are currently prevailing due to unfavorable market conditions. The number of cases increased significantly, thanks to the recruitment of veterinarians progressing smoothly at existing hospitals and the improvement of the ability to accept medical care. The number of inspections for the image diagnosis service, and the number of rentals and sales of health management equipment rental and sales services all increased compared to the same period of the previous year due to strengthened sales activities and continued measures to strengthen relationships.

Simbio Pharma<4582>: 255 yen (-15 yen)

It fell sharply. After the end of the first day's trading, they announced their financial estimates for the second quarter of the fiscal year 24, December, which caused selling. Operating loss was 1.719 billion yen (compared to an operating loss of 0.049 billion yen in the same period last year), and ordinary loss was 1.481 billion yen (compared to ordinary profit of 0.066 billion yen in the same period last year), and the deficit expanded. While the erosion of latecomer products is progressing little by little, there is a situation in which prescription was restrained due to concerns about the possibility of infection progression or aggravation after or during Bendamustine treatment, but the situation has been gradually alleviating, and it is proceeding as planned according to the revised financial estimates.

The translation is provided by third-party software.


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