Topic Stock Pickup[Evening Edition](2): Can Do, INPEX, Softbank G |

2023-07-12 06:18:02

Can Do From “Stock Search” multi-function chart Can Do 2698> 2,583 yen +69 yen (+2.7%) Today’s closing price
Can Do 2698> rebounded. Consolidated financial results for the first quarter (March to May) announced after the close of trading on the 11th showed sales of 19.93 billion yen, operating profit of 254 million yen, and final profit of 51 million yen. Although a simple comparison cannot be made due to the irregular financial results, the fact that the operating profit exceeded the full-year plan was well received. Existing store sales increased by 4.7% year-on-year, thanks to the growing awareness of protecting one’s lifestyles as inflation progressed, and the increase in the number of customers with hobby products that met customer needs. For the full-year earnings forecast for the fiscal year ending February 2012, the previous forecast of net sales of 78.7 billion yen, operating income of 27 million yen, and net loss of 703 million yen remains unchanged.

■INPEX<1605>1,668 yen +42 yen (+2.6%) Today’s closing price
INPEE<1605>rose for three days in a row, reaching a year-to-date high. In the US crude oil futures market on the 11th, the August contract of WTI (West Texas Intermediate) rose by 1.84 dollars from the previous day to 74.83 dollars per barrel. It has risen to the level for the first time in two and a half months since early May. The buy was prompted by reports that a senior OPEC official had said global energy demand would rise by 23% by 2045. Oil-producing countries Saudi Arabia and Russia have also pushed up supply cuts. Furthermore, the fact that the dollar index is declining also makes the crude oil futures, which are often traded in dollars, feel undervalued.

■ SoftBank Group<9984>6,895 yen +144 yen (+2.1%) Today’s closing price
Softbank Group<9984>It became a development that was forced in the second half.NVIDIA over plans for initial public offering (IPO) of British semiconductor design firm Armwas reportedly in talks to become an “anchor investor.” SoftBank Group said it plans to list Arm in the U.S. as early as September. It seems that short-term funds have flowed in from Nvidia’s investment report, which has attracted a lot of interest from investors due to the benefits of generative AI.

■ Mitsubishi UFJ<8306>1,069.5 yen +17.5 yen (+1.7%) Today’s closing price
Mitsubishi UFJ Financial Group<8306>Bank stocks are moving steadily, such as the reversal trend in the As upward pressure on domestic wages has increased, there is growing speculation that the Bank of Japan will revise its Yield Curve Control (YCC) policy, and bank stocks are favored in the hope of improving profit margins. It has spread.Sumitomo Mitsui Financial Group<8316>Yarisona Holdings<8308>also increased.Shizuoka Financial Group<5831>and Yamaguchi Financial Group<8418>Such as regional bank stocks. According to the monthly labor statistics for May released by the Ministry of Health, Labor and Welfare on May 7, the total cash earnings per person, which is equivalent to nominal wages, has increased markedly, and YCC revision expectations have spread. In the US market on the 11th, long-term interest rates fell below 4% (long-term bond prices rose), but in the yen bond market, rather than buying bonds due to external factors, selling was more cautious of a rise in domestic interest rates due to the YCC revision. have dominated, putting downward pressure on bond futures.

■ Kawasaki Kisen<9107>3,820 yen +51 yen (+1.4%) Today’s closing price
Kawasaki Steamship<9107>rebounded for the first time in three days, and Nippon Yusen<9101>Shipping stocks are demonstrating their strength amid an overall bearish sentiment, such as the prevailing buying trend. Recently, dollar selling and yen buying are progressing rapidly, and the yen is swinging below the 140 yen level to the dollar, creating strong headwinds for high-tech growth stocks. In the shipping sector, the yen’s appreciation works as a negative factor as fares are settled in dollars, but the low PBR and high dividend yield as a value stock has been evaluated, and it is currently preferred as a place to escape from growth stocks. there is While the worsening of the containership market is being factored into stock prices, the Baltic Shipping Index, which shows overall price movements in the bulk carrier market that carries iron ore, coal, grain, etc., bottomed out last weekend and recovered to the 1,000 mark. bottom. Even if Kawasaki Motors and others reduce their annual dividends for this fiscal year, the expected market value dividend yield exceeds the 5% level, inducing purchases aimed at income gains.

■ Monogatari Corporation<3097>3,330 yen +30 yen (+0.9%) Today’s closing price
Monogatari Corporation<3097>rebounded for the first time in six days. According to the monthly sales (preliminary figure) for June announced after the close of trading on the 11th, same-store sales increased by 11.5% compared to the same month of the previous year, surpassing the previous year’s results for 19 consecutive months. . This was driven by an 11.6% year-on-year increase in the mainstay yakiniku (grilled meat) section. In addition, the ramen, okonomiyaki, yuzuan, and specialty store divisions all recorded higher sales.

■ Lhotse<6323>10,350 yen -1,300 yen (-11.2%) Today’s closing price TSE Prime Top drop rate
Lhotse<6323>fell sharply. Consolidated financial results for the first quarter (March to May) announced after the close of trading on the 11th showed sales of 16,693 million yen (down 23.0% year-on-year) and operating income of 4,718 million yen (6.0% year-on-year). 2% decrease) and the fact that sales and profits decreased. Sales of semiconductor-related equipment decreased due to the reactionary decline in demand for semiconductors, which surged after the COVID-19 pandemic, as semiconductor manufacturers entered a temporary inventory adjustment phase. The full-year earnings forecast for the fiscal year ending February 2012 remains unchanged, with sales of 88,026 million yen (down 6.9% year-on-year) and operating income of 21,619 million yen (down 18.2% year-on-year). there is

■Honeys HD<2792>1,609 yen -178 yen (-10.0%) Today’s closing price TSE Prime No. 2 drop rate
Honeys Holdings<2792>fell sharply. The consolidated earnings forecast for the fiscal year ending May 2012, announced after the close of trading on the 11th, is sales of 57 billion yen (up 3.8% year-on-year), operating income of 7.3 billion yen (down 4.8% year-on-year), and net income of 4.8 billion yen. 100 million yen (down 10.1% year-on-year). Including pent-up demand due to the corona crisis, we expect an increase in opportunities to go out, such as holding various events, traveling, and outing demand during the outing season. However, it expects a deterioration in the gross profit margin due to the impact of the depreciation of the yen in purchasing, and the increase in personnel expenses and store expenses will put pressure on profits. The annual dividend is expected to be 55 yen, an increase of 5 yen from the previous term. The settlement of accounts for the term ending May 2011 is sales of 54,888 million yen (up 15.1% year-on-year), operating profit of 7,670 million yen (up 53.6% year-on-year), and net profit of 5,336 million yen. 10,000 yen (up 64.0% year-on-year).

■ Aeon FS<8570>1,200.5 yen -71.5 yen (-5.6%) Today’s closing price
Aeon Financial Service<8570>is cheap. After the close of trading on the 11th, the financial results for the period from March to May (first quarter) will be announced. The operating income fell 39.9% from the same period last year to 9,191 million yen, which resulted in a sharp drop in profit, and the company was disgusted and sold. Sales (operating revenue) increased by 9.0% to 116.6 billion yen. Service provision and sales promotion measures responding to customer consumption trends and financial needs were successful. On the other hand, profits declined due to an increase in the provision of allowance for doubtful accounts due to the accumulation of trade receivables and an increase in spending due to stronger sales promotions. The full-year forecast for increased sales and operating income remains unchanged.

■ Nikkei Lever<1570>19,235 yen -365 yen (-1.9%) Today’s closing price
NEXT FUNDS Nikkei Stock Average Leveraged Index ETF<1570>has fallen for seven days in a row, and has been sold to 19,060 yen, a temporary drop of 540 yen. This ETF is designed to track the Nikkei Stock Average, and its basic price volatility is set at twice that of the Nikkei Stock Average. When the overall market becomes volatile, there is a tendency for short-term trades, centered on individual investors, to become more active, just like buying and selling futures. Although the Nikkei Stock Average closed on the previous day with a slight rebound, the Nikkei Lever closed slightly in negative territory. With the option SQ calculation on the 14th this weekend, the Nikkei Stock Average has been forced into unstable price movements led by futures, and it seems that individual investors are highly interested in the movement of the Nikkei Lever.

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