Against the backdrop of developments in the U.S. market, attention is expected to focus on GMO-GS, 新都HD and others, led by Koei Tecmo, which raised its first-half earnings outlook for the fiscal year ending March 2027. In the Tokyo market, stock picking in related names is expected to intensify following these upward revisions, according to reports.
Amid developments in the U.S. market yesterday, Japanese companies successively announced revisions to their earnings outlooks. In particular, Koei Tecmo Holdings revised upward its first-half earnings outlook for the fiscal year ending March 2027, providing support for expectations of an earnings recovery. GMO-GS, a GMO Group company, raised its net profit and dividend forecasts for the fiscal year ending December 2026, drawing investors’ attention. These announcements are expected to affect trading in the Tokyo market.
At the same time, 南陽, a stock listed on the TSE Standard Market, revised upward its first-half earnings outlook for the fiscal year ending March 2027, while ブランジスタ maintained a conservative sales outlook despite its upward revision. シライ電子 revised upward its earnings and dividend forecasts for the fiscal year ending March 2027, and 新都HD announced plans to introduce a shareholder benefit program. Developments at these companies are expected to be short-term focal points for market participants.
ODK also announced plans to make ミガロ, which sells development tools and undertakes contract development of business applications, a second-tier subsidiary. レンティア, which was selected for the Ministry of the Environment and Ministry of Land, Infrastructure, Transport and Tourism’s joint Sustainable Warehouse Model Promotion Project, and 湖北工業, which announced that it would transfer its listing from the TSE Standard Market to the Prime Market on 26 October, are also being cited as factors in stock selection.
Meanwhile, 東邦HD announced an information leak caused by unauthorized access at a subsidiary, while マーケットE announced a decline in reuse sales. With generally negative factors also apparent, share-price movements are expected to diverge among individual stocks.