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April 21 [Today's Investment Strategy]
[Fisco Selected Stocks] 【Material Stocks】 Gendai Agency <2411> 393 yen (4/18) engages in planning and production of advertising and publicity. The financial results for the fiscal year ending March 2025 have been announced. Operating profit is 0.418 billion yen (an increase of 68.0% compared to the previous year). In the pachinko hall advertising sector, efforts are being made to recover from the sharp decline in Internet advertising. The operating profit for the fiscal year ending March 2026 is estimated to be 0.55 billion yen (an increase of 31.5% compared to the previous year). At the same time, a share buyback program has been announced with a limit of 1.3 million shares, which is equivalent to 10.57% of the issued stocks.
Pay attention to Interac and ADEKA.
Last weekend, on the 18th, the US Stocks market was closed. The exchange rate is 1 dollar = 142.00-10 yen. Today in the Tokyo market, Aizawa Securities <8708> announced a preliminary report for the fiscal year ending March 2025, showing a 62.7% increase in operating profit. Iwai Cosmo <8707> reported an 13.8% increase in operating profit in its preliminary fiscal report for the year ending March 2025, and revised upward its forecast for year-end Dividends. ENEOS <5020> announced a share buyback representing 10.8% of its issued Stocks, and reported having secured a large order for image sensor inspection-related products worth 0.124 billion yen.
Rating information (investment determination changes - part 2) = Roetze, Cosmos Pharmaceuticals, etc.
◎ Tachibana Securities (5 levels: Bullish > Slightly Bullish > Neutral > Slightly Bearish > Bearish) Rohto <6323.T> --- "Neutral" → "Slightly Bullish" Manny <7730.T> --- "Slightly Bullish" → "Neutral" ◎ Macquarie Capital Securities (3 levels: Outperform > Neutral > Underperform) Cosmos Pharma <3349.T> --- "Outperform" → "Neutral", 7,600 yen → 8,000 yen ◎ CLSA Securities (3 levels: HC Outperform > Outperform)
<Rating Change Observation> New rating: Hakuhodo DY / Bridgestone upgraded, Tokyu Fudosan HD downgraded, ETC.
◎ New/Restart Hakuhodo DY <2433.T> - Domestic medium-sized firm in the middle of three levels. ◎ Upgrade Bridgestone <5108.T> - Domestic large company at the top of three levels. Rohtec <6323.T> - Domestic mid-sized firm at the second place of five levels. ◎ Downgrade Tokyu Fudosan HD <3289.T> - Foreign-affiliated company in the middle of five levels. Cosmos Pharmaceutical <3349.T> - Foreign-affiliated company in the middle of three levels (Target Price raised). OSG <6136.T> - Domestic medium-sized firm in the middle of three levels. Furuno Electric <6814.T>
Manny, Nomura Securities has lowered the Target Price to 1,100 yen.
On the 14th, Nomura Securities maintained the investment rating of Manny <7730.T> as "neutral" (Hold). The Target Price was lowered from 1400 yen to 1100 yen, taking into account the voluntary dental recall in China. Provided by Wealth Advisor Co.
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.