Valuenex Japan: Confirmation
Valuenex Japan: Half Year Report - Term 19 (2024/08/01 - 2025/07/31)
The market is stable, supported by the rise of the Nasdaq, but the upward movement may be limited.
[Emerging Markets Individual Stock Global Strategy] Today's Emerging Markets are expected to perform steadily. In yesterday's US stock market on the 12th, the Dow Inc dropped by 82.55 points (-0.20%) to 41,350.93, marking three consecutive days of decline. The government's imposition of tariffs on Iron & Steel and Aluminum, along with the announcement of retaliatory tariff plans by European Index and Canada, has heightened concerns over worsening trade friction, weighing on stock prices. On the other hand, the Consumer Price Index (CPI) slowed down more than expected, and the anticipation of interest rate cuts supported the stock prices.
<Today's individual materials>Kakoki, Omori Kogyo, VALUEN, S Alice ETC (Announcement on the 12th)
▽ Chemical Company <6331.T>, partially sold investment securities and recorded an investment securities sale profit of 939 million yen as special profit in the consolidated financial results for the fiscal year ending March 2025. ▽ Daiei <1844.T>, the cumulative consolidated financial results for the second quarter of the fiscal year ending July 2025 (from August 2024 to January 2025) showed significant profit growth. ▽ VALUEN <4422.T>, the cumulative consolidated financial results for the second quarter of the fiscal year ending July 2025 (from August 2024 to January 2025) saw an expansion in its loss. ▽ S. Alice <2305.T>, the monthly revenue for February was 5.8% compared to the same month last year.
Ribomic and other ETC [stocks of interest viewed from volume change]
Stock closing price, compared to the previous day, Volume * <6029> Atora G 1230727700 * <9761> Tokai Lease 2175332258600 * <4422> VALUE NEX 6878847700 * <2673> Dream Finding Team 1001821700 * <4265> IGS 27924211500 * <4591> Ribomic 1181223479000 * <5578> AR Advanced 172511049100 * <7044> Piala 24712205100 * <2
Samco, 2Q operating profit decreased by 2.2% to 0.99 billion yen.
Samco <6387> announced that for the second quarter of the fiscal year ending July 2025, revenue was 4.1 billion 21 million yen, an increase of 0.4% compared to the same period last year, while operating profit was 0.9 billion 90 million yen, a decrease of 2.2%. In the field of compound Semiconductors, optical device applications related to Communications were strong, while large sales of high-frequency device applications that drove the previous mid-term could not be covered. In the field of Silicon Semiconductors, in addition to defect analysis applications for silicon wafers, silicon photonics applications (waveguide
Key points of interest for the 12th PTS = GENDA, Eni SpA, etc.
▽ Genda <9166.T> announced it will implement a 1-for-2 Stock Split at the end of March. Additionally, the shareholder benefits related to coupons will continue after the split, effectively expanding the benefits. In the Earnings Reports for the last month, a significant increase in profit is forecasted for this term. ▽ Casa <7196.T> announced its Earnings Reports for the January 2025 term. Due to changes in accounting estimates, last term's results exceeded estimates, and this term is expected to see a decrease in profit. The dividends for the previous term will be increased from 30 yen per share to 32 yen. ▽ Eni Color <5032.T>, 25
Valuenex Japan: Supplementary explanation of financial results for the 2nd quarter of the fiscal year ending July 2025
Valuenex Japan: Summary of financial results for the 2nd quarter (interim period) for the fiscal year ending July 2025 [Japanese GAAP] (consolidated)
VALUENEX Japan 1H Loss Y125.00M Vs Loss Y82.00M
Learning conditions, GigWorks, Mirai Al, Hagiwara Industry (10th).
※The above Calendar is only a tentative schedule and may change due to the company's circumstances. --------------------------------------- March 10 (Monday) <1436> Green Energy <2301> Gakujou <2375> Gig Works <2991> Land Net <3180> B Garage <4238> Mirai Ar <4441> Tobira Systems <7623> Sun Autos <7682>
Stocks that moved the previous day part 2: Metaplanet, Pluszero, eWeLL ETC.
Stock name <code> Closing price on the 12th ⇒ Change from the previous day Synchro Food <3963> 382 -35 Announced public offering and sale, leading to concerns about dilution and supply-demand in the short term. Pharma Foods <2929> 915 -43 Significant increase in profits in the first quarter, but the surprises are few. Tsuburaya Productions HD <2767> 1881 -32 High level of margin purchases is still noted during the decline. Fixstars <3687> 1850 -84 Related to quantum computers, saw a significant increase on the 11th.
Stocks that moved or were traded in the first half of the session.
*gumi <3903> 435 +478 - In the October period, the profit increase will further expand. *Ceres <3696> 3610 +325 - Buy related to Cryptos due to the rising price of Bitcoin. *ANYCOLOR <5032> 2478 +149 - Recovery in second-quarter earnings has led to a switch to an increase in operating profit for the first half of the year. *Symphonian Technology <6507> 6290 +370 - Iwai Cosmo Securities raised the Target Price the previous day. *Mitsui E&S <7003> 1627 +85 - Shipbuilding-related stocks.
Stocks that moved the previous day part 2 J Frontier, VALUENEX, Baycurrent ETC.
Stock Name <Code> Closing Price on the 11th ⇒ Change from the Previous Day Peptidream <4587> 2664.5 -145.0 No particular materials observed, influenced by supply and demand factors. Sumitomo Forestry <1911> 5710 -191 Cautious about the financial results of Toll Brothers Inc. LIFULL <2120> 193 -5 A sense of reaching the upper limits is spreading, with selloff prevailing. Rakus <3923> 1924 -74 Growth stocks are softening due to rising U.S. long-term interest rates. Sunwells <9229> 813 -34 Small and mid-cap growth stocks are weak.
Taimy, Kakianshonten, Visional, Raksul (12th)
※ The above Calendar is just a schedule and may be subject to change due to the company's circumstances.--------------------------------------- December 12 (Thu) <211A> Kados C <215A> Timey <2198> I.K.K. <219A> Heartseed <2294> Kakianshonten <3070> Jelly Beans <3361> Toel <3419> A
Weakness and declines in US stocks are weighing down [Emerging Markets Individual Stock Global Strategy].
[Emerging Markets Individual Stock Global Strategy] Today's emerging markets are expected to have a sluggish development. In the US stock market yesterday, October 10, the Dow Inc averaged a decrease of 154.10 dollars (-0.35%) at 44,247.83 dollars, marking a four-day decline. Amid a lack of material, the selling pressure due to caution over high prices pushed the market down throughout the day. The Nasdaq was temporarily boosted by the rise of Alphabet (GOOG), but selling pressure, spurred by the dislike of rising interest rates, along with declines in Oracle Corp and Semiconductors from NVIDIA, weighed on the market.
Tokyoken Corporation, upward revision on April 25; operating profit 19.2 billion yen, up from 14.1 billion yen.
Toko Korp <1766> announced a revision of the Financial Estimates for the fiscal year ending April 2025. Revenue was revised upward from 360.478 billion yen to 364.052 billion yen, and operating profit was revised upward from 14.17 billion yen to 19.239 billion yen. Increased revenue was achieved through strict progress management of construction projects, allowing for early commencement and shortened construction periods. In terms of profit, efforts to reduce costs in the construction business resulted in exceeding initial estimates. 【Positive Evaluation】 <2375> Gig Works
Valuenex Japan: Summary of Financial Results for the 1st Quarter Ending July 2025 [Japanese GAAP] (Consolidated)
Valuenex Japan: Supplementary explanation of financial results for the 1st quarter of the fiscal year ending July 2025
Kose RE, Hagiwara Kogyo, Subaru Koro, Sea IC (9th)
The above calendar is only a schedule and may change due to corporate circumstances.---------------------------------------December 9 (Monday) <2163> Altner <2301> Gakujo <2438> Asukanet <2991> Landnet <3071> Stream <3180> B Garage <3246> Kosei RE <4238> Mirai Ar <6387> Sa