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Yamada Denki Research Memo (4): A consumer electronics retailer with a strength in service expansion based on the Osaka region's strong ties to the local community (3)
■Company overview of Joshin Electrics <8173> (2) Revenue by product category Looking at the revenue share by product category for the company's second quarter of the fiscal year ending March 2025, video and audio equipment such as televisions and audio systems account for 9.2%, home appliances centered around white goods such as air conditioners and refrigerators account for 43.3%, information communication equipment such as computers and their peripherals, and smart phones account for 22.5%, while qitabankuai accounts for 25.1%. Notably, gaming, models, toys, and musical instruments constitute the largest share within qitabankuai.
Nojima: Interim report
Nojima: Confirmation letter
Nojima: Semi-Annual Report - Term 63 (2024/04/01 - 2025/03/31)
Three points to focus on in the morning session ~ After the buying spree, the market development remains in a stalemate ~
In the morning trading on the 12th, the following 3 points should be noted.
Tokai Rika, Iriso Denko, etc.
Tokai Rika <6995> expands DX of molds, reduces costs with automated design (Nikkan Kogyo front page) - Futaba Corp <6474> introduces vacuum degreasing cleaning equipment, reduces power consumption by half with high-efficiency heat pump (Nikkan Kogyo front page) - China Electrical Utilities <9504> Shimane Unit 2 to restart operation on 7th next month after 13 years (Nikkan Kogyo page 3) - Nojima <7419> to acquire VAIO subsidiary, expand BtoB business (Nikkan Kogyo page 3) - Tohoku Electric Power <9506> Onagawa Unit 2 to start commercial operation by end of year, thorough measures for preventing recurrence