Online stores and others continue to rank in, upward revision of financial estimates for the fiscal year ending December 2024.
NetHouse <4258> ranked in (as of 10:32 AM). Marked rise. After the previous trading day ended, it has upwardly revised its financial estimates for the fiscal year ending December 2024. The operating profit is expected to be 0.459 billion yen (an increase of 26.4% compared to the previous period). This is an increase of about 9% from the previous estimate. The full subscription of the log management product 'ALog,' which started in April, had a strong start, and other services also showed a steady trend in orders. In addition, the upward revision was due to the operating margin exceeding expectations, among other reasons. Volume changes.
Net One---Stop high buying momentum, aligning with SCSK's TOB price of 4500 yen.
There is a buying preference for the stock hitting the upper limit. SCSK has announced the complete subsidiary of the company. The TOB price is set at 4,500 yen per share, representing a 24.8% premium over the previous day's closing price. The company has expressed its agreement with the TOB and is recommending shareholders to apply. It seems that there is a movement aiming to fully align with the TOB price. In addition, SCSK also marked a significant increase today, leading expectations for expanded business capacity through M&A activities.
BASE ranks in, turning into a black figure of 0.799 billion yen in operating profit for the third quarter cumulative.
BASE <4477> ranked in (as of 9:32 a.m.). It soared temporarily. After the end of the previous trading day, it announced the financial results for the third quarter of the fiscal year ending December 2024. The cumulative revenue is 11.297 billion yen (an increase of 35.5% compared to the same period last year), and the operating profit has turned into a profit of 0.799 billion yen (compared to a 0.42 billion yen loss in the same period last year). The total distribution value of the BASE business has increased monthly sales outlets as well as the monthly average GMV per shop. Buying dominated earlier today, but profit-taking selling prevailed after the start of trading.
November 7th [Today's Investment Strategy]
[Selected Stocks by FISCO] [Material Stocks] Maiko <6787> 5600 yen (11/6) is engaged in printed circuit boards. The financial estimates for the fiscal year ending in March 25 have been revised upwards. Operating profit is expected to be 19 billion yen (an increase of 62.9% compared to the previous year). It has been raised by about 18% from the previous estimate. The sales of high value-added build-up boards have expanded significantly, in addition to productivity improvements, cost reductions, and the impact of exchange rates, leading to an upward revision. The year-end dividend is set at 40 yen. The previous estimate was 36 yen, the year-end dividend for the previous period.
Science Arts [5% Rule for Emerging Markets]
<4412> Science Arts Co., Ltd., a Rakuten Group company, Shareholding Ratio: -% → 10.00%. Reporting obligation start date: 2024/10/31.
Determine the sustainability of Trump trade while taking risk preferences into account.
[Stock Opening Comment] On the 7th, the Japanese stock market started with a buying trend, and it seems to be a battle at 0.04 million yen. On the 6th, the US market saw the dow jones industrial average rise by 1508 points and the nasdaq rise by 544 points. The uncertainty was dispelled by the presidential election passing. Expectations for the pro-business policies of the second Trump administration, such as deregulation leading to increased corporate earnings, accelerated buying, leading to a strong trend throughout the day. The Chicago Nikkei 225 futures settlement price was 40,035 yen, 335 yen higher than Osaka. The exchange rate is 154 yen to 1 dollar.