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キユーピー---反落、6-8月期コンセンサス上振れも目先のピークアウト感強まる

Kewpie---falls, although the consensus for the period from June to August exceeds expectations, there is a growing sense of peaking in the short term.

Fisco Japan ·  Oct 4 10:04

Kewpie <2809> fell. Financial results for the 3rd quarter were announced the day before, and cumulative operating income was 29.8 billion yen, 2.2 times the same period last year. The June-August fiscal year continued to have a high profit rate of 10.9 billion yen, an increase of 68%, and it is estimated that it exceeded market expectations by about 2 billion yen. However, the company has left the full-year forecast of 34 billion yen unchanged, an increase of 72.6% from the previous fiscal year. Operating profit for the fiscal year ending September-November is assumed to decrease 34%. It seems that they are also planning the effects of cost delays and strategic investments for the next fiscal year. I'm also aware of the sense that profit momentum has peaked out once.

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