<7163> Sumishin SBI Net Bank 3880 +80
Significant continued rise. Jefferies Securities has initiated coverage on two online banks, rating this bank as "Buy" with a Target Price set at 4,700 yen. The online bank is expected to maintain an advantage over traditional banks due to reduced store costs. Furthermore, being a frontrunner in BaaS, it has the potential for considerable service expansion, thus being rated higher than Rakuten Bank. It is also estimated that a 0.25% increase in interest rates would benefit this bank's operating profit by 34%.
<8940> Interix 850 +38
Significant continued rise. The day before, it announced an upward revision of the half-year earnings forecast. The operating profit was raised from the previous estimate of 1.29 billion yen to 1.74 billion yen. Sales of Renovex condominiums have been strong, along with supplemental revenue from renovation interior projects, while the solution business area has seen expected earnings from the sale of revenue-generating properties and hotel operations surpass projections. There were expectations of an upward revision from the first quarter results, but movements to enhance evaluations have become dominant.
<7545> Nishimatsuya Chain 2369 +112
Significant continued rise. The day before, it released December monthly trends. Same-store sales increased by 9.3% year-on-year, marking two consecutive months of positive growth and the highest growth rate since entering the fiscal year ending February 2025. The number of customers also rose by 4.2%, while spending per customer increased by 4.8%. Sales of winter clothing have been exceptionally strong due to falling temperatures, and sales of childcare and clothing goods also seem to be performing well. Expectations for improved performance in the fourth quarter are increasing.
<9602> Toho 6217 -410
Significant decline. The day before, it announced the "TOHO LINE-UP 2025". The content was generally as expected and lacked surprises. The stock price has been trending high, and since November, the pace of increase had strengthened, leading to a sense of fulfillment. Major focus works include "Mobile Suit Gundam GQuuuuuuX -Beginning-", "Detective Conan: The Phantom of the Single Eye", "Endless Scarlet", "Demon Slayer: Mugen Train Arc", and "5 Centimeters per Second".
<7965> Zojirushi Mahobin 1739 -74
Significant decline continued. The day before, it announced its financial results for the fiscal year ending in November 2024, with an operating profit of 5.96 billion yen, a 19.1% increase compared to the previous year, but an upward revision was already announced on the 16th of this month. The annual Dividends were raised from the previous plan of 34 yen to 40 yen. On the other hand, for the fiscal year ending in November 2025, an operating profit of 5.75 billion yen is expected, a decrease of 3.4%. It appears that a slowdown in domestic cooking appliance growth and an increase in selling, general and administrative expenses are also anticipated. With the stock price at a high level, negative sentiment about the outlook for decreased profits this term is dominant.
<3333> Asahi 1516 -104
Significant drop. The day before, it announced its third quarter financial results, with an operating profit of 5.58 billion yen, a 13.4% increase year-on-year, and for the period of September to November, an operating profit of 0.82 billion yen, a 16.5% increase. The full-year plan of 5.5 billion yen was also exceeded. Strong sales due to an increase in customer unit price was the background of the good performance. However, even though seasonality is strong, the earnings level for the September to November period itself did not surprise compared to the first half performance, causing a strong backlash from the anticipation for the financial results.
<5535> Migaro HD 2189 +191
Significant rise continued. It announced that it would enhance shareholder benefits to commemorate the first anniversary of the holding company. Previously, it had planned to present a 1000 yen Quo Card to shareholders holding at least 100 shares as of the end of March 2025, but this has been changed to a 5000 yen Quo Card. By conducting a 1:2 Stock Splits based on the end of February, the target will be shareholders with a Shareholding of 200 shares or more, effectively increasing the benefit value fivefold. The commemorative benefit is only for this time, and future shareholder return measures will be considered comprehensively.
<3864> Mitsubishi Paper 540 +69
Surge. It announced the outline of its mid-term plan through the fiscal year ending in March 2028 the day before. Details are expected to be announced in May 2025. For the fiscal year ending in March 2028, numerical targets are set as follows: revenue of 250 billion yen (forecast for the fiscal year ending in March 2025 is 197 billion yen), operating profit of 20 billion yen (the same for 8 billion yen), etc. It seems to anticipate an expansion of sales in the functional product business. Furthermore, as a mid-to-long-term aspiration, it aims to double the sales in the functional product business to achieve 300 billion yen in revenue and 30 billion yen in operating profit.
<8227> Shimamura 8945 +324
Significant continuation. The third quarter financial results were announced the previous day, with the operating profit for the September to November period at 15.2 billion yen, a decrease of 2.1% compared to the same period last year, falling short of market expectations by about 1 billion yen. The sluggish sales growth due to the lingering heat, and the impact of the delay in selling and administrative expenses contributed negatively. On the other hand, the monthly trends announced simultaneously showed that same-store sales increased by 14.9% year-on-year in December, marking double-digit growth for the first time in 16 months. The good performance of winter clothing sales due to lower temperatures contributed to expectations for the fourth quarter performance.
<7267> Honda 1432.5 +156
Soared sharply. The announcement of the acquisition of treasury stock amounting to 1.1 billion shares, which represents 23.7% of the total issued shares, with an upper limit of 1 trillion 100 billion yen, has led to a positive surprise due to the scale. The acquisition period is from January 6, 2025, to December 23. A basic agreement regarding the consideration of a management integration through the establishment of a joint holding company with Nissan was also announced. The goal seems to be an Equity Transfer in August 2026, and there is increasing speculation that the company will hold an advantageous position in terms of the transfer ratio.
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