個別銘柄戦略:アドバンテストやLIXILなどに注目

2024年10月31日 09:06:00
マネー
FISCO
コメント

米株式市場での下落を背景に、東京市場では業績が改善したLIXILやアドバンテストが注目される。LIXILは上期営業利益が49.0％増加し、アドバンテストは25年3月期の業績予想を上方修正し、自社株買いも発表したため、買いの対象として注目されている。一方で、ストライクや東電力HDなど、業績が予想を下回った企業や減益を記録した企業は、軟調な取引が想定される。また、業績予想を下方修正した京セラやアルプスアル、営業利益が微増となる見通しのサイバーも、市場での反応に注意が必要である。このように、企業ごとの業績発表や会社の施策が投資家の注目を集めており、市場の動向を左右しそうだ。

*09:06JST 個別銘柄戦略:アドバンテストやLIXILなどに注目昨日30日の米株式市場でNYダウは91.51ドル安の42,141.54、ナスダック総合指数は104.82pt安の18,607.93、シカゴ日経225先物は大阪日中比195円安の39,295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49.0％増となったLIXIL<5938>、24年12月期業績予想を上方修正したカゴメ<2811>、25年3月期業績予想を上方修正し発行済株式数の1.2％上限の自社株買いも発表したアドバンテスト<6857>、25年3月期業績予想を上方修正したアステラス薬<4503>などが物色されそうだ。一方、24年9月期営業利益が30.2％
増だが従来予想の35.3％増を下回ったストライク<6196>、上期営業利益が43.9％減となった東電力HD<9501>、同じく39.1％減となった関西電力<9503>、同じく16.1％減となったエムスリー<2413>、上期営業利益が24.4％増だが第1四半期の前年同期比51.4％増から増益率が縮小した日立<6501>、上期調整後営業利益が33.3％増だが第1四半期の前年同期比2.1倍から増益率が縮小した九電工<1959>、発行済株式数の2.98％上限の自社株買いを発表したが上期営業損益が7.39億円の赤字となったJCRファーマ<4552>、通期予想の営業利益に対する上期の進捗率が36.9％にとどまったシンプレクスHD<4373>、25年3月期業績予想を下方修正した京セラ<6971>、25年3月期売上高と経常利益予想を下方修正したアルプスアル<6770>、営業利益が前期70.4％増だが今期0.4％増予想と発表したサイバー<4751>などは軟調な展開が想定される。
＜CS＞

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