個別銘柄戦略:ソースネクストや三菱紙などに注目

2024年11月14日 09:29:00
マネー
FISCO
コメント

昨日の米株式市場では、NYダウが小幅上昇した一方でナスダックは下落しました。今日の東京市場では、業績が好調なユーザーローカルやPHCHDなどが注目されています。特にユーザーローカルは自社株買いを発表しており、投資家の関心を集めそうです。また、第3四半期の累計営業利益が増加したビジョンや、業績と配当予想を上方修正したラクスも注目銘柄です。一方、ソースネクストや三菱紙などは業績が悪化しており、株価が軟調な展開となる可能性があります。特にソースネクストは大幅な赤字を発表しており、注意が必要です。

*09:29JST 個別銘柄戦略:ソースネクストや三菱紙などに注目昨日13日の米株式市場でNYダウは47.21ドル高の43,958.19、ナスダック総合指数は50.66pt安の19,230.77、シカゴ日経225先物は大阪日中比320円高の38,970円。為替は1ドル＝155.40-50円。今日の東京市場では、第1四半期営業利益が22.2％増で発行済株式数の1.11％
上限の自社株買いを発表したユーザーローカル<3984>、上期営業利益が前年同期比2.2倍となったPHCHD<6523>、同じく92.6％増となったサンマルクHD<3395>、上期事業利益が38.2％増で発行済株式数の1.39％上限の自社株買い・消却を発表したデクセリアルズ<4980>、第3四半期累計の営業利益が16.1％増で株主優待制度の一部変更を発表したビジョン<9416>、25年3月期業績と配当予想を上方修正したラクス<3923>、25年3月期利益と配当予想を上方修正したTOYO<5105>などが物色されそうだ。一方、上期営業損益が16.09億円の赤字となったソースネクスト<4344>、上期営業利益が53.2％減となった三菱紙<3864>、上期営業利益が11.1％減と第1四半期の3.4倍から減益に転じたチェンジHD<3962>、上期営業利益が15.1％減と第1四半期の4.4％増から減益に転じたロート薬<4527>、第2四半期3ヵ月間の営業損益が1.27億円の赤字となったPD<4587>、24年12月期業績予想を下方修正したスター精密<7718>、25年3月期業績予想を下方修正したUTグループ<2146>、25年3月期配当予想を下方修正した堀場製<6856>などは軟調な展開が想定される。
＜CS＞

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