In this special feature, we will present a summary of the “Profit Growth ‘Blue Ceiling’ Stock List” distributed during the period from late January to mid-February, reorganized for the entire period.
Following on from the 1st edition (introduced on March 12th) and the 2nd edition (introduced on March 16th), this time, there are 22 stocks with a market capitalization of 25 billion yen or more and less than 60 billion yen from the 12th. has listed the stocks with so-called “sky ceilings” in profits, which posted the highest ever quarterly profit in the October-December 2019 quarter and are expected to record high profits in the current season as well.
In the table below, we have highlighted stocks that posted record levels of ordinary profit in the October-December 2010 quarter, regardless of the month of the financial year. In addition, the company has selected 34 companies that forecast record profits for this season (full year plan), and listed them in descending order of the percentage of profit that exceeds the record ever for the October-December quarter.
JALCO Holdings was the top performer. [東証Ｓ]. Ordinary income for the October-December period (third quarter) of 2010 increased to 1.49 billion yen, surpassing the record level of the same period last year by 4.2 times. In addition to growth in our core real estate leasing business due to increased rent associated with the acquisition of new real estate and the generation of proceeds from the sale of owned real estate, M&A consulting that has exceeded 1 billion yen has been complete. since mid-2021. Recording a fee was also a significant boost to earnings.
Second ranked electronics trading company Marubun [東証Ｐ]In the October-December quarter (third quarter), average income reached a record high for the first time in 23 quarters. Sales of semiconductors and electronic components for consumer and industrial equipment increased significantly, and sales of medical equipment and laser equipment also performed well. Posting a foreign exchange gain of 2.51 billion yen was also a big boost to profits. Due to the strong business performance, the company has revised its normal income forecast for the fiscal year ending March 31, 2011 up from the previous forecast of 5 billion yen to 7 billion yen, and 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 peak 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 to companies and government agencies. [東証Ｐ]go in In the October-December period (third quarter), orders for My Number-related projects and large-scale random projects from local governments and large BPO businesses were strong in the administrative personnel service business. In addition to improving the profitability of BPO contract projects, increased cost reductions such as registrar recruitment costs and outsourcing costs also contributed, resulting in record profits for the third consecutive quarter. Based on the recent strong performance, on the 15th, the full year performance and dividend forecast for the financial year ending March 23 have been revised up significantly.
Grimes in fourth place on the list [東証Ｐ]In the October-December quarter (third quarter) 2019, sales of solar energy production systems for commercial use expanded against a background of rising electricity costs, and sales of storage batteries, which are in high demand due to interest in renewable energy, also expanded. increase. In addition, the fact that the retail electricity business, which had been in the red every quarter, turned profitable due to the effect of risk hedging measures against rising electricity procurement prices has also led to an expansion of profits. Average income for the April-December period was 2.88 billion yen, which is already more than the full-year plan of 2.72 billion yen, and the performance seems certain to outperform.
In 5th place is Nippon Hospice Holdings, which operates hospice houses for patients with terminal cancer and incurable diseases. [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 operating phase. In addition, the existing facilities maintained high occupancy rates, and sales and ordinary income reached record levels. Profits for the next quarter ending December 2011 are expected to increase 47.1% year-on-year to 1.15 billion yen, marking a record high for the third consecutive quarter. 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 [東証Ｐ]In the October-December quarter (third quarter), the profit of the energy business expanded greatly due to the rising coal prices, and in fact, it achieved the highest profit on record for the fifth quarter in a row. 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 financial year ending March 31, 2023. The dividend yield on annual basis in the high 8% range.
In the list of elections, companies that have improved their performance due to the relaxation of restrictions on movement due to the corona disaster stand out at the top. AB Hotel mainly operates business hotels in Aichi Prefecture. [東証Ｓ]in 8th, major travel agency KNT-CT Holdings [東証Ｓ]in 10th, Chikara no Gen Holdings, which is developing the ramen shop “Ippudo” [東証Ｐ]13th place, Yamae Group Holdings, a major food wholesaler in Kyushu [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 were higher than the same month in the previous year due to the easing of restrictions on movement, the effect of price increases, and the resumption of call-ins, and the foreign business. continued to recover significantly, and posted record 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 Oct-Dec all-time high Current forecast All-time high PER
ＪＡＬCO 317 1497 359 89.3 2240 1183 12.1
Marubun 106 5242 2546 9.4 7000 6397 8.1
Carrier L 83.8 2902 1579 183 7850 2772 5.4
Grimes 63.4 1670 1022 8.3 2722 2514 29.5
Hospice Japan 50.5 319 212 47.1 1150 782 35.8
Mitsui Matsushima HD 49.0 13366 8973 307 35000 8595 2.2
Komehyo HD 47.6 2269 1537 33.6 5040 3772 8.3
AB Hotels 46.5 996 680 93.1 2700 1398 18.5
HR value 42.5 439 308 5.8 1388 1312 47.3
ＫＮＴＣＴ 29.7 6517 5026 27.5 8500 6668 5.7
Computer system 27.2 1478 1162 9.1 3912 3587 10.2
Ｆ＆Ｍ 23.4 1002 812 19.3 2691 2256 16.5
HD power source 21.6 680 559 69.0 1830 1083 33.7
Yamae GHD 19.4 4579 3835 39.3 11000 7894 5.8
ＦＦＪ 18.4 1038 877 0.2 2950 2943 17.7
C&D Holon 18.3 2641 2233 11.0 6222 5604 9.1
SOFT CLIE 13.9 1430 1255 2.5 4265 4161 18.4
ＣＴＳ 13.8 873 767 10.5 2800 2535 16.3
User location 12.9 351 311 15.7 1178 1018 38.1
Gold 12.5 712 633 1.4 2386 2352 21.3 *
Step 12.4 1420 1263 4.6 3900 3728 11.4
Asum 12.2 276 246 42.2 1240 872 40.3
Central since 12.1 2445 2181 6.2 7400 6966 10.4
Iwaki Pump 7.0 1239 1158 34.5 4025 2992 6.4
ＭＤＶ 6.3 591 556 2.9 1800 1750 28.1
JFE System 5.4 1813 1720 8.1 6100 5644 10.1
Soft TDC 4.4 1151 1102 16.8 3600 3082 13.9
Avant G 4.4 1178 1128 3.7 3100 2988 26.3
Hirakawa Hute 4.4 935 896 7.6 2900 2695 8.8
AlphaP 2.8 740 720 9.0 2400 2201 18.4
High speed 1.9 1453 1426 2.6 4000 3898 13.8
GL 1.2 1622 1603 29.3 6460 4998 6.8
Sho Sato 0.5 1899 1889 0.6 6300 6263 5.1
Ai Sangong 0.5 4063 4044 23.7 14000 11322 6.2
* Excludes companies listed after January 2022 and companies that have not disclosed their forecasts for the current financial year. In theory, it is the highest ever quarterly profit based on business performance since the April-June quarter of 2003, when quarterly financial results began to be revealed in earnest.
* The profit is the highest ever within the same accounting standards. “*” indicates stocks that adopt international accounting standards.
⇒⇒ Win up to 100,000 yen! A “Large Individual Investor Survey” is underway
⇒⇒ “Stock Search” is currently conducting “Individual Major Investor Survey-2023”.
⇒⇒Individual investors research what kind of investment style they have right now, what kind of stocks they pay attention to, and what they are aiming for in the future.
⇒⇒ From those who answered the questionnaire, we will give a “QUO card” for 100,000 yen to 1 person, 70,000 yen to 1 person, and 10,000 yen to 33 people through a lottery.
⇒⇒The survey is due to be completed by 6:00pm on April 2nd, but depending on the number of responses, it may end earlier than expected. Please reply as soon as possible.
⇒⇒Click here to answer the questionnaire.
stock search news
