With U.S. equities remaining firm, stock selection is expected to intensify in the Japanese market following the release of first-quarter results. Attention is expected to focus on ネクソン, アイスタイル and other stocks.
In yesterday’s U.S. equity market, the Dow rose $69.72 from the previous day to 53,839.99, while the Nasdaq Composite gained 214.54 points to 26,803.03, both remaining firm. In foreign exchange, the dollar continued to strengthen against the yen, trading at ¥159.40-50 per dollar. Against this backdrop, earnings announcements and upward revisions from major companies were reported in the Tokyo market today.
In first-quarter results, カネカ reported an 83.1% increase in operating profit, while ライフドリンクC posted a 28.7% increase. メドレー announced its first interim dividend, while アイスタイル announced a share buyback indicating a maximum of 7.5% of outstanding shares. ネクソン raised its dividend forecast for the fiscal year ending December 2026, ケイアイスター raised its earnings and dividend forecasts for the fiscal year ending March 2027, and 古河機金 raised its earnings forecast for the fiscal year ending March 2027. These stocks were expected to be relatively easy to buy.
Meanwhile, Dガレージ reported a pretax loss for the first quarter, and ワイエイシイ also posted a loss. チェンジHD indicated that operating profit is expected to decline from the previous fiscal year, while PKSHA said that profit growth is expected to slow in the first half. Among stocks listed on the TSE Standard market, アールエスシー is expected to post a substantial decline in first-quarter operating profit, while エンビプロHD issued an upward revision, although uncertainty remains over its profit outlook for the current fiscal year. The stock market is also expected to face periods of weakness.