個別銘柄戦略:能美防災や信越ポリマなどに注目

2024年10月25日 09:22:00
マネー
FISCO
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24日の米株式市場では、NYダウが下落し、ナスダックが上昇しました。為替は1ドル＝151.80-90円です。今日の東京市場では、上方修正したいよぎんHD、能美防災、信越ポリマが注目されます。信越ポリマは配当予想を上方修正し、自社株買いも発表しました。他にも、好調な業績予想や株主優待制度を変更した木徳神糧や自社株買いを発表したSE H&Iなどが買い物されそうです。一方で、業績予想を下方修正したキヤノンや利益予想を下方修正した富士通ゼは軟調な展開が予想されます。

*09:22JST 個別銘柄戦略:能美防災や信越ポリマなどに注目昨日24日の米株式市場でNYダウは140.59ドル安の42,374.36、ナスダック総合指数は138.83pt高の18,415.49、シカゴ日経225先物は大阪日中比70円安の38,090円。為替は1ドル＝151.80-90円。今日の東京市場では、25年3月期上期業績見込みを上方修正したいよぎんHD<5830>、25年3月期業績予想を上方修正した能美防災<6744>、25年3月期配当予想を上方修正し発行済株式数の0.61％上限の自社株買いも発表した信越ポリマ<7970>、東証スタンダードでは、営業利益が前期35.6％増・今期15.1％増予想のPLANT<7646>、25年3月期上期業績見込みを上方修正したセブン工<7896>、24年12月期利益と配当予想を上方修正し株主優待制度の変更も発表した木徳神糧<2700>、配当方針を変更し24年12月期配当予想を上方修正したシンシア<7782>、25年3月期業績と配当予想を上方修正したディーエムエス<9782>、発行済株式数の2.60％上限の自社株買いを発表したSE　H&I<9478>、宇宙通信モジュールなどを手掛けるワープスペース社と資本・業務提携で合意したと発表した湖北工業<6524>、既存資本提携先企業と電気化学的検出技術に関するライセンス契約を締結したと発表したタウンズ<197a>などが物色されそうだ。一方、24年12月期業績予想を下方修正したキヤノン<7751>、25年3月期売上高予想は上方修正だが利益予想を下方修正した富士通ゼ<6755>、東証グロースでは、25年3月期売上高予想は上方修正だが経常利益と純利益予想を下方修正したナガセ<9733>などは軟調な展開が想定される。
＜CS＞

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