Topic Stock Pickup[Evening Edition](2): JT, Nippon Steel, Mitsubishi UFJ |

■ Mitani Sekisan 5273> 4,215 yen+155 Yen (+3.8%) Today’s closing price
Mitani Sekisan 5273> rose sharply and rebounded for the first time in three days. After the close of trading on the 14th, the consolidated earnings forecast for the fiscal year ending March 2011 will increase sales from 81 billion yen to 84 billion yen (up 8.6% year-on-year) and operating income from 7.15 billion yen to 7.9 billion yen. Yen (up 3.9% year-on-year), net income was revised upward from 5.2 billion yen to 6.05 billion yen (up 13.7% year-on-year), turning from a forecast of a decline in earnings to an increase in operating income. rice field. Efforts to strengthen sales in the mainstay concrete pile division were successful, resulting in strong performance in the third quarter. This is the second upward revision to the company’s performance following the one in November last year. The financial results for the third quarter (April-December 2010) announced at the same time showed sales of 64,375 million yen (up 16.0% year-on-year) and operating income of 6,856 million yen (up 16.8% year-on-year). ), net profit was 5,269 million yen (up 20.9% year on year).

■ＪＴ<2914>2,786.5 yen+66.5 Yen (+2.4%) Today’s closing price
　ＪＴ<2914>rose four times in a row. After the close of trading on the 14th, the company disclosed its earnings forecast for the fiscal year ending December 2011 along with the announcement of consolidated financial results for the fiscal year ending December 2022. The final profit is expected to be 440 billion yen, a slight decrease from the previous term. On the other hand, the annual dividend is 188 yen, showing a plan to maintain the level of the previous term. Buying conscious of the high dividend yield is dominant. Sales revenue is projected to decrease by 1.1% from the previous term to 2.629 trillion yen. Negative exchange rate impact in tobacco business will reduce adjusted operating profit. On the other hand, improvements in financial income and other factors will support the final profit. Sales revenue for the term ended December 2010 increased by 14.3% year-on-year to 2,657,832 million yen, and net profit increased by 30.8% to 442,716 million yen.

■ Nippon Steel<5401>2,956 yen+66.5 Yen (+2.3%) Today’s closing price
Nippon Steel<5401>and Kobe Steel<5406>is a daily high price update. Nippon Steel rose for the fifth day in a row, and was temporarily bought to 2,964 yen, rising to the level for the first time in five years and one month since January 2018. Kobe Steel has also increased for five days in a row, reaching a new high since last year. Both companies continue to be bought on the back of good performance. Nippon Steel announced its financial results on the 9th, and the consolidated net profit for the fiscal year ending March 23 has remained unchanged at 670 billion yen, an increase of 5.1% from the previous fiscal year. The business profit has been revised upward from the November forecast, and it has been revealed that it will update the highest profit of 690 billion yen. At the same time, the year-end dividend will be 90 yen and the annual dividend will be 180 yen. Kobe Steel also revised up its earnings forecast for the current term in its earnings announcement on the same day. As for Nippon Steel, as a result of advancing structural reforms, analysts are highly appreciating the fact that it has been able to continuously generate business profits of more than 600 billion yen on an actual basis. The expected dividend yield for this term is 6% for Nippon Steel and 4% for Kobe Steel, and it seems that there is also buying of dividend rights.

■ Fixstars<3687>1,407 yen+23 Yen (+1.7%) Today’s closing price
Fixstars<3687>continues to grow. On the 14th, Iwai Cosmo Securities continued the investment judgment of the company’s stock “A” and the target price of 1600 yen. The company is a software development company that specializes in technology that speeds up large-scale data calculations. Consolidated operating income for the first quarter (October to December 2010) was favorable with an increase of slightly less than 70% compared to the same period of the previous year. The company expects profits to increase by 23.1% year-on-year to 2 billion yen in the term ending September 2023 due to increased earnings from software that speeds up calculation of large amounts of data such as autonomous driving. We are paying attention as a company that can be expected to grow in the medium term for the digital transformation (DX) society where the development of products and services that require high-speed processing of large amounts of data such as autonomous driving and artificial intelligence (AI) is increasing. there is

■ Kubota<6326>2,025.5 yen+22 Yen (+1.1%) Today’s closing price
Kubota<6326>rose eight times in a row. After the close of trading on the 14th, the company disclosed its earnings forecast for the fiscal year ending December 2011 along with the announcement of consolidated financial results for the fiscal year ending December 2022. Sales are expected to increase by 8.3% year-on-year to 2.9 trillion yen, and net profit is expected to increase by 19.1% to 186 billion yen. It seems that the buyers were attracted by the fact that they showed a plan to increase profits significantly. Agricultural machinery and construction machinery overseas are expected to remain firm. The effects of price increases in the water and environment sector will also contribute. Assumed exchange rates are 1 dollar = 125 yen and 1 euro = 135 yen. Sales for the term ending December 2010 increased by 21.9% from the previous term to 2.678772 trillion yen, and the final profit decreased by 10.6% to 156.182 billion yen.

■Yamaguchi FG<8418>916 yen+9 Yen (+1.0%) Today’s closing price
Yamaguchi Financial Group<8418>rose slightly for the seventh day in a row. On the 14th, Daiwa Securities raised its investment rating on the company’s stock from “3 (neutral)” to “2 (outperform).” The target stock price was revised from 800 yen to 1,000 yen. Consolidated profit and loss for the fiscal year ending March 2011 is expected to be in the black of 17 billion yen (deficit of 13.05 billion yen in the previous term), achieving the company’s plan. It is expected to recover from the deficit results due to the impact of the restructuring of the securities portfolio in the previous fiscal year and the implementation of additional and preventive allowances. In the same securities, the profit for the fiscal year ending March 24 is expected to be 24 billion yen, and the fiscal year ending March 25 is expected to be 31.5 billion yen. The annual dividend is expected to continue to increase significantly from a dividend payout ratio of about 40% to 31 yen for the fiscal year ending March 2011 (up 3 yen from the previous fiscal year), 42 yen for the fiscal year ending March 2012, and 56 yen for the fiscal year ending March 2013. are doing.

■ Mitsubishi UFJ<8306>981.1 yen+8.5 Yen (+0.9%) Today’s closing price
Major bank stocks become popular every day.Mitsubishi UFJ Financial Group<8306>has continued to rise for seven consecutive days, and the Sumitomo Mitsui Financial Group<8316>Tomizuho Financial Group<8411>has hit new highs since last year. As the proposal to appoint Kazuo Ueda as the new governor of the Bank of Japan has been presented to the Diet, speculation about revisions to the future monetary policy has emerged, and there is an influx of buying with an awareness of interest rate rises. In addition, the rate of increase in the US January consumer price index (CPI) announced on the 14th exceeded market expectations, so US long-term interest rates rose.JP Morgan in the New York marketand CitigroupAs the stock price rises, it seems that the stocks of major Japanese banks are also being reassessed.

■ Career Link<6070>2,480 yen+21 Yen (+0.9%) Today’s closing price
career link<6070>is high. After the close of trading on the 14th, the consolidated financial results for the third quarter of the fiscal year ending March 2011 (April to December 2010) were announced. Sales were 37,225 million yen, and the final profit was 3,818 million yen. Due to the change of the closing date from the end of February to March 31 in the fiscal year ending March 2010, there is no mention of the rate of increase or decrease compared to the same period of the previous year, but the progress rate of final profit against the full-year plan is about 87%. It seems that the buying that appreciated the favorable result gathered. In the clerical human resources service business, orders for BPO (business process outsourcing) contract projects, including those related to My Number, from local governments and businesses remained strong. In the manufacturing staffing services business, orders for the manufacturing and processing departments and the food processing departments also trended favorably.

■Ferrotech<6890>3,235 yen+25 Yen (+0.8%) Today’s closing price
Ferrotec Holdings<6890>is rebounding. After the close of trading on the 14th, the consolidated earnings forecast for the fiscal year ending March 2023 has been favorably revised from 24 billion yen to 25 billion yen (down 6.2% from the previous term). It is said that the reason for this is that a foreign exchange gain of about 1.8 billion yen was generated in the third quarter (October to December 2010) due to the depreciation of the yen. The sales forecast of 200 billion yen (up 49.5% year-on-year) and operating profit of 34 billion yen (up 50.4% year-on-year) remain unchanged. The financial results for the third quarter (April to December 2010) announced at the same time showed sales of 155,690 million yen (up 65.7% year-on-year) and operating income of 26,743 million yen (up 65.2% year-on-year). ), net profit was 23,737 million yen (up 10.7% year on year). In the semiconductor and other equipment-related business, sales of vacuum parts for manufacturing equipment and various material products (quartz products, ceramic products, silicon parts, etc.) used in the semiconductor manufacturing process continued to be strong. Thermoelectric modules for communication equipment and substrates for power semiconductors for electric vehicles (EVs) in China grew.

■ ExaWizards<4259>432 yen -100 Yen (-18.8%)stop cheapToday’s closing price
ExaWizards<4259>is stop cheap. After the close of trading on the 14th, the company announced a downward revision to its earnings forecast for the fiscal year ending March 2023. The final profit and loss was 120 million yen in the red, and it was disappointing that it was expected to turn into the red from the conventional profit forecast range (1 million to 50 million yen). Sales have also been lowered from the previous forecast range (6.5 billion to 7 billion yen) to 5.57 billion yen, up 15.8% from the previous term. Some of the existing client companies have changed their investment policies, and as a result, the project budgets for these client companies have been reduced. Although it is expected to record an extraordinary profit due to the business transfer, it is expected to be in the red due to the large impact of the decrease in sales. The financial results for the third quarter (April-December 2010) announced at the same time showed that sales increased by 21.9% year-on-year to 4,008 million yen, and the final profit and loss increased to 400 million yen, which increased the deficit from the same period last year. It was a deficit of 13 million yen.

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