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April 23rd [Today's Investment Strategy]
[Fisco Special Selected Stocks]【Material Stocks】Obic <4684> 4,904 yen (April 22) System Integrator. Announced the financial results for the fiscal year ending March 2025. The operating profit is 78.3 billion yen (up 10.5% year-on-year). The core integrated business Software "OBIC7 series" has seen a strong demand for system construction from major and medium-sized companies across various Industries such as manufacturing, distribution, services, and finance. The operating profit for the fiscal year ending March 2026 is expected to be 86.2 billion yen (up 10.0% year-on-year). Cloud.
Steady performance, improvement in investor sentiment due to rising U.S. stocks.
[Emerging Markets Individual Stock Strategy] Today's emerging markets are expected to show a steady performance. In the U.S. stock market on the 22nd, the Dow Inc. rose significantly by 1,016.57 dollars (+2.66%) to 39,186.98 dollars, marking a notable rebound after five days. The market was buoyed by a rebound from the previous day's sharp decline, leading to a recovery in government bond prices and a spread of reassurance. Furthermore, reports indicated that Treasury Secretary Yellen expressed optimism for a future agreement in U.S.-China trade and statements from government officials suggested that discussions with various countries are progressing smoothly.
Pay attention to USS and Ovic; Bronco B and Arresti are weak.
In the U.S. stock market on the 22nd, the Dow Jones Industrial Average rose by 1,016.57 dollars to 39,186.98, the Nasdaq Composite Index increased by 429.52 points to 16,300.42, and the Chicago Nikkei 225 Futures were up by 565 yen compared to the daytime in Osaka, at 34,845 yen. The exchange rate is 1 dollar = 141.60-70 yen. In today's Tokyo market, operating profit is expected to increase by 10.5% compared to the previous period and 10.0% for the current period, as announced by Obic <4684>, and Quick <4318>, which revised its performance and dividend forecast upward for the fiscal year ending March 2025.
Today's individual materials include Tokyu Construction, Ishin, Bronco B, NEC Capital, etc. (announced on the 22nd).
▽ Tokyu Construction <1720.T> has revised its consolidated profit Financial Estimates for the fiscal year ending March 2025 upwards. ▽ Ishin <143A.T> has raised its consolidated performance Financial Estimates for the fiscal year ending March 2025. ▽ Bronco B <3091.T> has reported a significant decrease in consolidated profits for the first quarter (January-March) of the fiscal year ending December 2025. ▽ NEC Capital <8793.T> has lowered its consolidated performance Financial Estimates for the fiscal year ending March 2025. ▽ Lintec <7966.T> has announced a revision to its performance plan for the fiscal year ending March 2025, with consolidated operating profit adjusted from 24 billion yen to 24.5 billion yen (a 2.3 fold increase compared to the previous period).
Obic, operating profit for 25/3 increased by 10.5% to 78.3 billion yen, Financial Estimates for 26/3 increased by 10.0% to 86.2 billion yen.
The financial results for the fiscal year ending March 2025 announced by Obic <4684> show that revenue increased by 8.6% compared to the previous period, reaching 121.24 billion yen, and operating profit increased by 10.5% to 78.378 billion yen. In the system support business, the cloud solutions, along with Software and Hardware "operation support and maintenance services, etc." performed well. In the system integration business, the integrated business software "OBIC7 series" is targeted towards large and medium-sized enterprises.
Btm: Revised Extraordinary Report
