No Data
Information on individual stocks.
WACUL <4173.T> (Supervised) is at a stop-high buying interest. TBS HD <9401.T> is conducting a TOB (Tender Offer) at 502 yen per share. The planned number is approximately 7.79 million shares, with a lower limit of 5.18 million shares. The period is until May 29, and after the TOB is completed, the company's stocks are expected to be (Delisted). The company expresses a Hold opinion regarding participation in the TOB. NPC <6255.T> dropped sharply, updating its year-to-date low. The earnings forecast for the current August period has been revised downward, with consolidated operating profit previously at 20.
NPC: Financial results briefing materials for the 2nd quarter of the fiscal year ending 2025/8
NPC has plummeted to a year-to-date low, with the Financial Estimates for the period ending August 2025 being revised downward.
NPC <6255.T> plummeted, briefly hitting a low of 587 yen, down 144 yen, falling below the year's lowest price of 599 yen on the 7th. After the market closed on the 10th, a downward revision of the consolidated financial estimates for the period ending August 2025 was announced, causing concern. In the estimates for the period ending August 2025, revenue was revised down from 10.925 billion yen to 9.294 billion yen (a decrease of 13.9% compared to the previous period), and operating profit was lowered from 2.069 billion yen to 1.904 billion yen (a decrease of 21.8% compared to the previous period). Revenue is affected by uncertainties surrounding the policies of the new USA administration for customers.
Soft market, with U.S. stocks down, leading to risk aversion.
[Emerging Markets Individual Stock Strategy] Today's Emerging Markets are expected to experience a soft trend. In the U.S. stock market yesterday, on the 10th, the Dow Inc dropped significantly by $1,014.79 (-2.50%) to $39,593.66. Although most mutual tariffs were temporarily suspended, uncertainty surrounding the tariff policies of the Trump administration persisted, and concerns about a recession also remained strong, weighing on stock prices. Toward the end of the trading session, when President Trump mentioned that he desires Trade with China, the market narrowed its decline and closed.
Fast Retailing, on August 25, upwardly revised operating profit to 545 billion yen from 530 billion yen.
Fast Retailing <9983> announced a revision of its financial forecasts for the fiscal year ending August 2025. The operating profit was revised upward from 530 billion yen to 545 billion yen. In the second quarter, the overseas Uniqlo business reported sales revenues of 1 trillion 14.1 billion yen, a 14.7% increase compared to the same period last year, and operating profit of 168.5 billion yen, an increase of 11.7%, marking a significant increase in both revenue and profit. Support for Uniqlo's core commodities is rising globally, allowing continued expansion of performance. In China, both revenue and profits have decreased. [Positive assessment] <3662> Ateam HD revision|
Key points of interest for PTS on the 10th = Fast Retailing, Haseko, Timee, ETC.
▽ Fast Retailing <9983.T> has revised its consolidated operating profit forecast for the fiscal year ending August 2025 from 530 billion yen to 545 billion yen (an 8.8% increase from the previous year). Additionally, the annual Dividends forecast has been raised from 450 yen to 480 yen (the previous year was 400 yen). ▽ Haseko <1808.T> has started a public tender offer for Wood F <8886.T>. ▽ Timee <215A.T> has formed a business partnership with a subsidiary of Watami <7522.T>. ▽ Part-Time Job T <2341.T> has announced its financial results for the fiscal year ending February 2025.