Following developments in the US market, leading individual Japanese stocks are expected to show increased activity. A succession of stocks, including ツルハHD and ABCマート, have been reported to have revised their earnings forecasts upward.
Against the backdrop of yesterday’s US stock market factors, today’s Tokyo market is expected to show a mixed performance, with both softness and firmness. After the opening gap, attention may focus on stocks such as ツルハホールディングス and ABCマート that have announced improved results or upward revisions to their forecasts.
Specifically, ツルハHD raised its first-half operating profit to a level representing a substantial year-on-year increase, while ABCマート revised its earnings forecast for the fiscal year ending February 2027 upward, and アルバイトタイ also announced an upward revision to its net income forecast. ペプチドリーム announced that it had received a milestone fee, while there was also a report that 大塚HD had completed a phased submission related to a biologics application in the United States.
Elsewhere, サイプレスHD presented an increased forecast for operating profit in the fiscal year ending August 2027, and テイツー’s September sales turned to growth, while わらべ日洋, 天満屋ス and ミナトHD are expected to trade weakly. Overall, stocks with upward and downward revisions are expected to continue to coexist.