In this special feature, we will deliver a summary of the “Profit Growth ‘Blue Ceiling’ Stock List” distributed during the period from late January to mid-February, which was reorganized for the entire period.
Following on from the 1st edition (delivered on March 12th) and the 2nd edition (delivered on March 16th), this time, 22 stocks with a market capitalization of 25 billion yen or more and less than 60 billion yen as of the 12th. We have listed the stocks with so-called “sky ceilings” in profits, which set record quarterly profits in the October-December quarter of 2019 and are expected to record high profits in the current term as well.
In the table below, we have picked up stocks that posted record highs in ordinary profit in the October-December quarter of 2010, regardless of the month of the fiscal year. In addition, the company has selected 34 companies that are forecasting record-high profits for this term (full-year plan), and listed them in descending order of the percentage of profits exceeding record-high profits for the October-December quarter.
JALCO Holdings was the top performer. <6625> [東証Ｓ]. Ordinary income for the October-December period (third quarter) of 2010 surged to 1.49 billion yen, surpassing the record high of the same period last year by 4.2 times. In addition to growth in our mainstay real estate leasing business due to an increase in rent associated with the acquisition of new real estate properties and the generation of gains from the sale of owned real estate, M&A consulting that has exceeded 1 billion yen has been completed since the middle of 2021. Recording a fee also boosted earnings significantly.
Second place electronics trading company Marubun <7537> [東証Ｐ]In the October-December quarter (third quarter), ordinary income reached a record high for the first time in 23 quarters. Sales of semiconductors and electronic components for consumer equipment and industrial equipment increased significantly, and sales of medical equipment and laser equipment also performed well. The posting of a foreign exchange gain of 2.51 billion yen also greatly boosted profits. Due to the strong business performance, the company has revised its ordinary income forecast for the fiscal year ending March 31, 2011 upward from the previous forecast of 5 billion yen to 7 billion yen, and has indicated that it will renew the highest income for the first time in 22 years. In addition, the revision of the dividend plan has been well received, and the stock price reached a high of 1,572 yen on the 9th for the first time in about 15 years and 10 months.
In 3rd place is Career Link, which provides temporary staffing and outsourcing services for companies and government agencies. <6070> [東証Ｐ]entered. In the October-December period (third quarter), orders for My Number-related projects and large-scale spot projects from local governments and major BPO businesses were strong in the administrative personnel service business. In addition to improving the profitability of BPO contract projects, progress in cost reductions such as registrant recruiting costs and outsourcing costs also contributed, resulting in record-high profits for the third consecutive quarter. Based on the recent strong performance, on the 15th, the full-year performance and dividend forecast for the fiscal year ending March 23 have been revised upward significantly.
Grimes in fourth place on the list <3150> [東証Ｐ]In the October-December quarter (third quarter) of 2019, sales of solar power generation systems for commercial use expanded against the backdrop of soaring electricity costs, and sales of storage batteries, which are in high demand due to interest in renewable energy, also increased. In addition, the fact that the retail electricity business, which had been in the red on a quarterly basis, turned profitable due to the effect of risk hedging measures against rising electricity procurement prices also led to profit expansion. Ordinary income for the April-December period was 2.88 billion yen, already exceeding the full-year plan of 2.72 billion yen, and it seems certain that the performance will outperform.
Coming in at 5th place is Nippon Hospice Holdings, which operates hospice housing for patients with terminal cancer and intractable diseases. <7061> [東証Ｇ]. In the October-December quarter (4th quarter), there were several facilities that stopped accepting new residents due to the spread of the new coronavirus, but facilities that were in the process of being launched in the previous quarter were in a stable operation period. In addition to this, existing facilities maintained high occupancy rates, and both sales and ordinary income reached record highs. The profit for the next term ending December 2011 is expected to increase by 47.1% year-on-year to 1.15 billion yen, marking a record high for the third consecutive term. In response to the favorable financial results, the stock price rose to a high of 3,555 yen since listing on February 20.
Sixth place Mitsui Matsushima Holdings <1518> [東証Ｐ]In the October-December quarter (third quarter), the profit of the energy business expanded greatly due to the soaring coal prices, and in fact, it achieved a record high profit for the fifth consecutive quarter. At the same time, for the third time this term, the company has made upward revisions to its full-year earnings and dividend forecast for the fiscal year ending March 31, 2023. The dividend yield on an annual basis is in the high 8% range.
In the list of elections, companies that have improved their performance with the tailwind of the relaxation of restrictions on movement due to the corona disaster stand out at the top.AB Hotel operates business hotels mainly in Aichi Prefecture. <6565> [東証Ｓ]is 8th, major travel agency KNT-CT Holdings <9726> [東証Ｓ]is 10th, Chikara no Gen Holdings, which develops the ramen shop “Ippudo” <3561> [東証Ｐ]ranked 13th, Yamae Group Holdings, a major food wholesaler in Kyushu <7130> [東証Ｐ]finished in 14th place respectively.
In particular, Chikara no Gen HD has been highly evaluated by the market, and its stock price has risen to the highest level since June 2018 after the announcement of its financial results. In the October-December quarter (third quarter), domestic same-store sales exceeded the same month of the previous year due to the easing of restrictions on movement, the effect of price increases, and the resumption of inbound demand, and the overseas business continued to recover significantly. and posted record-high profits for two consecutive quarters. With the increasing number of foreign tourists visiting Japan, further expansion of the domestic business is expected in the future.
┌── Quarterly Ordinary Income ─┐ ┌── Full Year Ordinary Income ──┐ Forecast
Code Stock name Upside rate October-December record high Upside rate Current forecast Highest ever PER
<6625> ＪＡＬCO 317 1497 359 89.3 2240 1183 12.1
<7537> Marubun 106 5242 2546 9.4 7000 6397 8.1
<6070> Carrier L 83.8 2902 1579 183 7850 2772 5.4
<3150> Grimes 63.4 1670 1022 8.3 2722 2514 29.5
<7061> Hospice Japan 50.5 319 212 47.1 1150 782 35.8
<1518> Mitsui Matsushima HD 49.0 13366 8973 307 35000 8595 2.2
<2780> Komehyo HD 47.6 2269 1537 33.6 5040 3772 8.3
<6565> AB Hotels 46.5 996 680 93.1 2700 1398 18.5
<6078> Value HR 42.5 439 308 5.8 1388 1312 47.3
<9726> ＫＮＴＣＴ 29.7 6517 5026 27.5 8500 6668 5.7
<4072> Computer system 27.2 1478 1162 9.1 3912 3587 10.2
<4771> Ｆ＆Ｍ 23.4 1002 812 19.3 2691 2256 16.5
<3561> Power source HD 21.6 680 559 69.0 1830 1083 33.7
<7130> Yamae GHD 19.4 4579 3835 39.3 11000 7894 5.8
<7092> ＦＦＪ 18.4 1038 877 0.2 2950 2943 17.7
<7745> A&D Holon 18.3 2641 2233 11.0 6222 5604 9.1
<3371> SOFT CLIE 13.9 1430 1255 2.5 4265 4161 18.4
<4345> ＣＴＳ 13.8 873 767 10.5 2800 2535 16.3
<3984> User locale 12.9 351 311 15.7 1178 1018 38.1
<3983> Oro 12.5 712 633 1.4 2386 2352 21.3 *
<9795> Step 12.4 1420 1263 4.6 3900 3728 11.4
<3496> Azoom 12.2 276 246 42.2 1240 872 40.3
<8117> Central since 12.1 2445 2181 6.2 7400 6966 10.4
<6237> Iwaki Pump 7.0 1239 1158 34.5 4025 2992 6.4
<3902> ＭＤＶ 6.3 591 556 2.9 1800 1750 28.1
<4832> JFE System 5.4 1813 1720 8.1 6100 5644 10.1
<4687> TDC Soft 4.4 1151 1102 16.8 3600 3082 13.9
<3836> Avant G 4.4 1178 1128 3.7 3100 2988 26.3
<5821> Hirakawa Hute 4.4 935 896 7.6 2900 2695 8.8
<9467> Alpha P 2.8 740 720 9.0 2400 2201 18.4
<7504> High speed 1.9 1453 1426 2.6 4000 3898 13.8
<7705> GL 1.2 1622 1603 29.3 6460 4998 6.8
<8065> Sho Sato 0.5 1899 1889 0.6 6300 6263 5.1
<7283> Ai San Gong 0.5 4063 4044 23.7 14000 11322 6.2
* Excludes companies listed after January 2022 and companies that have not disclosed their outlook for the current fiscal year. In principle, the record high quarterly profit is based on business performance since the April-June quarter of 2003, when disclosure of quarterly financial results began in earnest.
* Record-high profits are within the same accounting standards. “*” indicates stocks that adopt international accounting standards.
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