個別銘柄戦略:エクセディや日電子などに注目

2024年10月30日 09:09:00
マネー
FISCO

29日の米株式市場では、NYダウが154.52ドル下落し、ナスダック総合指数は145.56ポイント上昇しました。シカゴ日経225先物は大阪日中比200円高で推移しています。為替は1ドル＝153.30-40円です。東京市場では、上期の営業利益が大幅に増加したエクセディや日電子を中心に注目が集まっています。エクセディは自社株買いを発表し、日電子は業績見込みを上方修正しています。また、タカラトミーや中部電力など、今期業績予想を上方修正した企業にも関心が集まっています。一方、業績が減少傾向にあるM&A総研や小糸製作所、カプコンなどは株価が低迷する可能性があります。

*09:09JST 個別銘柄戦略:エクセディや日電子などに注目昨日29日の米株式市場でNYダウは154.52ドル安の42,233.05、ナスダック総合指数は145.56pt高の18,712.75、シカゴ日経225先物は大阪日中比200円高の39170円。為替は1ドル＝153.30-40円。今日の東京市場では、上期営業利益が76.3％増で発行済株式数の28.71％上限の自社株買いも発表したエクセディ<7278>、上期営業利益が前年同期比3.4倍となった北陸電工<1930>、上期業績見込みを上方修正した日電子<6951>、大気社<1979>、25年3月期業績と配当予想を上方修正したタカラトミー<7867>、25年3月期利益予想を上方修正した中部電力<9502>、亀田菓<2220>、25年3月期売上高予想は下方修正だが利益予想を上方修正した四国電力<9507>、東証スタンダードでは、上期営業利益が前年同期比3.4倍となった南海辰村建設<1850>、第3四半期累計の営業利益は59.5％増となった伊勢化<4107>、上期業績見込みを上方修正したイチカワ<3513>、25年3月期業績と配当予想を上方修正したムサシ<7521>、25年3月期利益と配当予想を上方修正した田岡化学工業<4113>などが物色されそうだ。一方、24年9月期営業利益が84.08億円と第3四半期の70.19億円から伸び悩んだM&A総研<9552>、上期営業利益が44.4％減となった小糸製<7276>、同じく38.7％減となったカプコン<9697>、同じく24.0％減となったSMS<2175>、同じく17.9％減となったカナデン<8081>などは軟調な展開が想定される。
＜CS＞

アクセスランキング

Tips

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