Manny, IDOM ETC (additional) Rating
Downgrade - Bearish Code Stock Name Securities Company Previous Change After -------------------------------------------------------- <3349> Cosmos Pharmaceutical Macquarie "Outperform" "Neutral" Target Price Change Code Stock Name Securities Company Previous Change After -------------------------------------------------------- <3141> Welcia.
Sansan ranks in, with the adjusted operating profit for the cumulative third quarter being 2.3 times compared to the same period last year.
Sansan <4443> is ranked in (as of 9:32). There was a significant surge at one point. After the market closed last weekend, the third quarter financial results were announced. The cumulative adjusted operating profit is 2.634 billion yen (2.3 times compared to the same period last year). It has increased profits from 0.828 billion yen in the first half (a 58.4% increase). With a solid order situation as a backdrop, efforts were made to strengthen the sales structure of "Sansan" and "Bill One." For the fiscal year ending in May 2025, the operating profit is expected to be between 3.012 billion and -4.404 billion yen (a 76.2% increase compared to the previous term).
April 14 [Today's Investment Strategy]
[Fisco Selected Stock] [Material Stock] Chiyoda <8185> 1038 yen (4/11) operates shoe retailers such as 'Shoes Plaza', 'Tokyo Shoe Distribution Center', and 'Chiyoda Shoes'. The financial results for the period ending February 2025 have been announced. The operating profit is 2.193 billion yen (2.0 times compared to the previous period). The previous Financial Estimates were 1.876 billion yen. The operating profit for the period ending February 2026 is expected to be 3.6 billion yen (an increase of 64.1% compared to the previous period). A review of the business portfolio was prompted by the transfer of the apparel business in the third quarter of the period ending February 2025.
Pay attention to Sansan and Chiyoda, while TSIHD and Easyj HD are sluggish.
Last weekend on the 11th, in the US Stocks market, the Dow Jones Industrial Average rose by 619.05 dollars to 40,212.71, the Nasdaq Composite Index increased by 337.15 points to 16,724.46, and Chicago Nikkei 225 Futures were up by 130 yen compared to Osaka's day session at 33,650 yen. The exchange rate was 1 dollar = 1343.80-90 yen. In today's Tokyo market, Wakita <8125>, with an operating profit for the fiscal period ending February 2025, exceeded the previous Financial Estimates of a 4.7% increase, recording a 15.3% increase, while Ouyuki <41> reported its first-quarter operating profit being 2.3 times that of the same period last year.
Aeon, for the period ending February 25, operating profit decreased by 5.2% to 237.7 billion yen, with Financial Estimates for February 26 predicting an increase of 13.6% to 270 billion yen.
The performance results for the fiscal year ending February 2025, announced by Aeon <8267>, showed that operating revenue increased by 6.1% compared to the previous period, reaching 10 trillion 134.8 billion 77 million yen, while operating profit decreased by 5.2% to 237.7 billion 47 million yen. In response to the trend of yen depreciation and the growing inbound consumption, efforts were made to capture demand primarily around tourist spots and malls near airports, resulting in duty-free sales expanding to about twice the previous year's figures. For the fiscal year ending February 2026, operating revenue is expected to increase by 3.6% compared to the previous period, reaching 10 trillion 500 billion yen, while operating profit is expected to be the same.
Key points of attention for the 11th PTS = Ryohin Keikaku, Roze, Takeuchi Seisaku, Aeon Mall, ETC.
▽ Ryohin Keikaku <7453.T> has raised its consolidated operating profit Financial Estimates for the fiscal year ending August 2025 from 64 billion yen to 67 billion yen (a 19% increase from the previous year). ▽ Rohto <6323.T> has a consolidated operating profit Financial Estimates for the fiscal year ending February 2026 of 30.3 billion yen (a 5% decrease from the previous year). A share buyback arrangement has also been established. ▽ Takeuchi Manufacturing <6432.T> has a consolidated operating profit Financial Estimates for the fiscal year ending February 2026 of 42 billion yen (a 13% increase from the previous year). A medium-term plan has also been formulated. ▽ AEON Mall <8905.T>, AEON <8267.T> will carry out a simple share exchange.
Sansan 9-Mos Net Y1.70B Vs Net Y494.00M
Sansan: Presentation of financial results for the 3rd quarter of the fiscal year ending May 2025
Sansan: Summary of Financial Results for the 3rd Quarter of the Fiscal Year Ending May 2025 [Japanese GAAP] (Consolidated)
List of conversion stocks (part 3) [Parabolic Cigna Corp conversion stocks list]
○ List of stocks for Buy conversion market Code Stock Name Closing Price SAR Tokyo Main Board <3608> TSI HD 1107 970 <3635> Koei Tecmo 22801927 <3659> Nexon 21591827 <3660> iStyle 437366 <3661> M-up 18251500 <3663> Celliss 1222999 <3673> Broadrleaf 671521 <367
Bic Camera, Sansan, Ryohin Keikaku, Bunkaido HD (11th).
The above Calendar is merely a schedule and may be subject to change depending on the company's circumstances.--------------------------------------- April 11 (Friday) <137A> Cocolive <189A> D&M Company <190A> Chordia <2153> Easy J HD <2186> Soball <244A> Growth Expert <2459> Aun
Sansan---Continuing to rise, expecting continued high earnings growth, and a U.S. securities firm recommends Buy.
Continuing the rise. Jefferies Securities has newly set the investment rating to "Buy" and the Target Price to 2400 yen. Growth has been achieved through the use of business cards, which have become essential items in Japan, for data and customer acquisition, but in the future, it seems that the contract management side of the Bill-One business will benefit from the utilization of nearly perfect scanning technology. The Financial Estimates for the operating profit for the period ending May 2025 are projected to be 2.31 billion yen, while for the period ending May 2026 it is 6.72 billion yen, and for the period ending May 2027 it is 12.5 billion yen, indicating a continued high profit growth.
Rating information (change in investment determination - part 2) = MSOL, Pan Pacific ETC
◎Okasan Securities (3 levels: Bullish > Hold > Bearish) MSOL<7033.T> -- "Hold" → "Bullish", 1980 yen → 1980 yen ◎SBI Securities (3 levels: Buy > Hold > Sell) Pan Pacific I<7532.T> -- New "Buy", 5000 yen ◎UBS Securities (3 levels: Buy > Neutral > Sell) Trite<9164.T> -- "Buy" → "Neutral", 600 yen → 380 yen ◎CLSA Securities (3 levels: HC outperform > outperform > Hold
<Rating Change Observation> Upgrade of New / SHIFT / Resonaq and downgrade of Tlite, ETC.
◎New and resumed SHIFT <3697.T> --- American firms rated Sansan <4443.T> at the highest level in three tiers --- American firms rated Rakusul <4384.T> in the middle of three tiers ◎ Upgraded Nomura Real Estate Holdings <3231.T> --- Foreign firms rated Resonac <4004.T> at the second level in five tiers --- Domestic major firms rated MSOL <7033.T> at the highest level in three tiers --- Domestic major firms rated Conforia <3282.T> at the highest level in three tiers --- JPL
San-Ai, Next Stage, WNI Weather, Yakukodo HD (7th)
※The above Calendar is subject to change due to the company's circumstances.---------------------------------------April 7 (Monday) <2659> San-A <2734> Sara <2789> Karura <3148> Create SD <3186> Nextage <4825> WNI Weather <7679> Yakuodo HD <8923> Tosei<
Furusato Maruka HD---Awarded at the 'Sansan Innovation Award 2025.'
Fullsato Maruka Holdings <7128> announced on the 18th that it received the "Bill One Innovator" award at the "Sansan Innovation Award 2025" organized by Sansan <4443>. The company has implemented the invoice management service "Bill One" for four purposes: compliance with laws, promotion of telework, paperless initiatives, and preparation for the introduction of shared services, promoting the efficiency and standardization of accounting operations.
List of convertible stocks (Part 1) [List of Parabolic Signal convertible stocks]
○ List of Buy Conversion Stocks Market Code Stock Name Closing Price SAR Main Board <1333> Maruha Nichiro 3266 3033 <1375> Snow Country Maitake 11801138 <1801> Taisei Corporation 69986364 <1802> Obayashi Corporation 20561907 <1803> Shimizu Corporation 14001294 <1861> Kumagai Gumi 41453795 <1925> Daiwa House 50404892 <1928> Sekisui.
TOKAIHD, Sansan, ETC (additional) Rating
Rating Upgrade - Bullish Code Stock Name Brokerage Firm Previous Changed After-------------------------------------------------------------<2395> Shin Nihon Kagaku Nomura "Hold" "Buy" <3487> CRE Logistics Mizuho "Hold" "Buy" <6460> Sega Sammy HDS MBK Nikko "2" "1" <7240> NOK Morgan S "Equal Weight" "Overweight" <7832> Bandai Namco HDS MBK Day.
Rating Information (Target Price Change - Part 1) = Sumitomo, Dentsu Group, ETC
◎Nomura Securities (three-tier: Buy > neutral > Reduce) Sumitomo <4203.T> - "Buy" → "Buy", 4,700 yen → 4,600 yen Raksul <4384.T> - "Buy" → "Buy", 1,700 yen → 1,600 yen Sansan <4443.T> - "Buy" → "Buy", 2,700 yen → 2,800 yen M Forward <3994.T> - "neutral" → "neutral", 5,000 yen → 4,600 yen Casio <6952.T> - "New
List of cloud-breaking stocks [Ichimoku Kinko Hyo - List of cloud-breaking stocks]
○ List of stocks that have broken through the clouds in the market Code Stock Name Close Price Leading Span A Leading Span B Tokyo Main Board <1417> Mirait One 2245 2243.75 2229 <2170> LINK & M 575558.55 69 <2918> Warabe Nissho 2097 2087.5 2072.5 <3673> Broadridge 675653635 <4220> Riken Technos 1055 1025.25 1052 <4521>