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Dely rebounds, favoring the outlook for continuous profit growth.
dely<299A.T>, which operates the recipe video service 'Kurashiru,' has rebounded. At its peak, it reached 1,406 yen, up 128 yen from the previous day. After the market closed, it announced the financial results for the fiscal year ending March 2025 and the performance forecasts for the fiscal year ending March 2026. The standalone Non-GAAP (adjusted) operating profit for the fiscal year ending March 2025 is expected to be 2.817 billion yen (up 12.9% compared to the previous fiscal year), exceeding the plan of 2.681 billion yen. Additionally, the number of users expanded in the fourth quarter (January-March).
Dely and others continue to rank, with an operating profit expected to increase by 13% for the previous period and by 26% for the current period.
Dely <299A> ranked in (as of 10:32). It saw a significant increase. After the previous day's trade closed, it announced its financial results for the fiscal year ending March 2025. The operating profit was 2.662 billion yen (up 13.8% year-on-year). The previous financial estimate was 2.526 billion yen (up 7.9% year-on-year). The deepening of trades with retail companies and food and beverage manufacturers allowed for revenue growth in the purchasing business. The operating profit for the fiscal year ending March 2026 is estimated at 3.374 billion yen (up 26.7% year-on-year). Volume change rate ranking [May 2 1
Expectations are rising for progress in Japan-U.S. negotiations.
[Stock Opening Comment] On the 2nd, the Japanese stock market is likely to experience stronger consolidation after an initial buying wave, but a sense of stability is expected. On the 1st, the US market saw the Dow Jones Industrial Average rise by 83 points and the Nasdaq increase by 264 points. Buying was bolstered by favorable earnings reports from major tech companies such as Microsoft and Meta Platforms Inc. The possibility of trade negotiations with China and a resource agreement with Ukraine led to buybacks. Chicago Nikkei 225 Futures are up 295 yen compared to Osaka.
The market is solid and supported by high U.S. stocks, but the upper levels may be under heavy pressure.
[Emerging Markets Individual Stock Global Strategy] Today's Emerging Markets are expected to show a strong performance. In yesterday's U.S. stock market, the Dow Inc average rose by $83.60 (+0.21%) to $40,752.96, marking the eighth consecutive increase. Buying was led by favorable earnings reports from major tech companies like Microsoft and Meta Platforms Inc. Expectations regarding potential trade negotiations with China and buybacks following the conclusion of resource agreements with Ukraine also dominated sentiment. The market remained strong throughout the day. Today's Emerging Markets are
Yamato HD, 25/3 operating profit decreased by 64.5% to 14.2 billion yen, 26/3 Financial Estimates increasing by 181.6% to 40 billion yen.
Yamato HD <9064> announced its performance for the fiscal year ending March 2025, with operating revenue increasing by 0.2% year-on-year to 1 trillion 762.6 billion 96 million yen, and operating profit decreasing by 64.5% to 14.2 billion 6 million yen. Although income from mailing services decreased, revenue from parcel delivery services increased and the corporate business expanded, including M&A implementations. For the fiscal year ending March 2026, operating revenue is planned to increase by 6.7% year-on-year to 1 trillion 880 billion yen, while operating profit is expected to increase by 181.6% to 40 billion yen. 【Positive evaluation】<3
Key points of the day's PTS = dely, Yamato HD, MRO, ETC.
▽ Delay <299A.T>, the previous period showed discrepancies in the plan, and the standalone performance forecast for the fiscal year ending March 2026 expects significant revenue and profit increase. ▽ Yamato HD <9064.T>, despite a significant decrease in operating profit in the consolidated results for the fiscal year ending March 2025, there are discrepancies in the plan, and operating profit increase is expected for the fiscal year ending March 2026. ▽ MRO <3064.T>, the consolidated results for the first quarter (January-March) of the fiscal year ending December 2025 show double-digit revenue and profit increase. ▽ Tohoku Chemicals <7446.T>, the cumulative consolidated results for the second quarter of the fiscal year ending September 2025 (October 2024 - March 2025) show double-digit profit increase with discrepancies in the plan.
