個別銘柄戦略:あいHDや野村マイクロなどに注目

2024年11月15日 09:23:00
マネー
FISCO
コメント

今日の東京株式市場では、業績改善や配当方針の変更が発表された企業に注目が集まりそうです。特に、オイシックスは上期営業利益が60.9％増と好調で、注目されています。また、ギフティは第3四半期の営業利益が9.7％増で、配当方針の変更と初の配当実施を発表しました。三菱UFJやかんぽ生命保険も自社株買いを発表し、業績および配当予想を上方修正しました。一方で、あいHDや野村マイクロは業績の減少が報告され、株価の軟調な展開が予想されます。全体として、利益増や配当方針の改善を発表した銘柄が積極的に取引される一方で、減益傾向の銘柄は厳しい展開が見込まれます。

*09:23JST 個別銘柄戦略:あいHDや野村マイクロなどに注目昨日14日の米株式市場でNYダウは207.33ドル安の.43,750.86、ナスダック総合指数は123.07pt安の19,107.65、シカゴ日経225先物は大阪日中比390円高の38,970円。為替は1ドル＝156.30-40円。今日の東京市場では、上期営業利益が60.9％増と上期の13.4％増から増益率が拡大したオイシックス<3182>、上期営業利益が前年同期比2.1倍となったTREHD<9247>、第3四半期営業利益が9.7％増で配当方針の変更と初配実施を発表したギフティ<4449>、25年3月期業績予想を上方修正したネットプロHD<7383>、25年3月期業績と配当予想を上方修正したゆうちょ銀行<7182>、25年3月期業績目標と配当予想を上方修正し発行済株式数の2.34.96％上限の自社株買い・2.18％の自社株消却も発表した三菱UFJ<8306>、25年3月期業績予想を上方修正し発行済株式数の7.8％上限の自社株買いも発表したかんぽ生命保険<7181>、25年3月期業績と配当予想を上方修正し発行済株式数の3.3％上限の自社株買いも発表したコンコルディア<7186>などが物色されそうだ。一方、第1四半期営業利益が24.4％減となったあいHD<3076>、上期営業利益が72.9％減となった野村マイクロ<6254>、同じく15.0％減となったアマダ<6113>、上期営業利益が24.2％減と第1四半期の24.4％増から減益に転じた円谷フィHD<2767>、24年12月期収益と売上総利益予想は上方修正だが調整後営業利益と純利益予想を下方修正した電通グループ<4324>などは軟調な展開が想定される。＜CS＞

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