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April 23rd [Today's Investment Strategy]
[Fisco Special Selected Stocks]【Material Stocks】Obic <4684> 4,904 yen (April 22) System Integrator. Announced the financial results for the fiscal year ending March 2025. The operating profit is 78.3 billion yen (up 10.5% year-on-year). The core integrated business Software "OBIC7 series" has seen a strong demand for system construction from major and medium-sized companies across various Industries such as manufacturing, distribution, services, and finance. The operating profit for the fiscal year ending March 2026 is expected to be 86.2 billion yen (up 10.0% year-on-year). Cloud.
Asahi Kasei, Sumitomo Rubbers ETC [List of stock materials from the newspaper]
*Asahi Kasei <3407> increases production of photosensitive insulating materials and introduces a new line aimed at cutting-edge Semiconductors (Nikkan Kogyo, page 1) - ○ *Sumitomo Rubber Industries <5110> to raise North American tire prices next month in response to Trump tariffs (Nikkan Kogyo, page 1) - ○ *Nomura HD <8604> acquires three investment firms in the US and Europe for 258.4 billion yen from an Australian company (Nikkan Kogyo, page 3) - ○ *Seibu Gas HD <9536> partners with JERA for LNG exchange and sales, utilizing the base in Kitakyushu (Nikkan Kogyo, page 3) - ○ *Tokuyama <4043> to acquire JSR's in-vitro diagnostic business for 820.
Tokuyama to Buy JSR's Diagnostics Unit for 82 Billion Yen
Pay attention to USS and Ovic; Bronco B and Arresti are weak.
In the U.S. stock market on the 22nd, the Dow Jones Industrial Average rose by 1,016.57 dollars to 39,186.98, the Nasdaq Composite Index increased by 429.52 points to 16,300.42, and the Chicago Nikkei 225 Futures were up by 565 yen compared to the daytime in Osaka, at 34,845 yen. The exchange rate is 1 dollar = 141.60-70 yen. In today's Tokyo market, operating profit is expected to increase by 10.5% compared to the previous period and 10.0% for the current period, as announced by Obic <4684>, and Quick <4318>, which revised its performance and dividend forecast upward for the fiscal year ending March 2025.
Today's individual materials include Tokyu Construction, Ishin, Bronco B, NEC Capital, etc. (announced on the 22nd).
▽ Tokyu Construction <1720.T> has revised its consolidated profit Financial Estimates for the fiscal year ending March 2025 upwards. ▽ Ishin <143A.T> has raised its consolidated performance Financial Estimates for the fiscal year ending March 2025. ▽ Bronco B <3091.T> has reported a significant decrease in consolidated profits for the first quarter (January-March) of the fiscal year ending December 2025. ▽ NEC Capital <8793.T> has lowered its consolidated performance Financial Estimates for the fiscal year ending March 2025. ▽ Lintec <7966.T> has announced a revision to its performance plan for the fiscal year ending March 2025, with consolidated operating profit adjusted from 24 billion yen to 24.5 billion yen (a 2.3 fold increase compared to the previous period).
Key points of attention for the PTS on the 22nd = USS, Makuake, Tokyu Construction ETC.
Lintec <7966.T> announced a revision of its performance plan for the fiscal year ending March 2025. The consolidated operating profit was slightly increased from 24 billion yen to 24.5 billion yen (2.3 times compared to the previous period), while the final profit was decreased from 17 billion yen to 14 billion yen (2.7 times compared to the same period) due to impairment processing in the paper business. USS <4732.T> announced an expansion of its shareholder benefit program. Macquarie <4479.T> announced an upward revision of its performance plan for the fiscal year ending September 2025. The standalone operating profit was adjusted from 120 million yen to 310 million yen.
