個別銘柄戦略: コクヨや大同特鋼などに注目

2024年11月28日 09:08:00
マネー
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本日の東京市場で注目される銘柄には、大同特鋼やコクヨが挙げられます。大同特鋼は、発行済株式数の3.50％上限の自社株買いを発表し、株価に好影響が予想されます。一方、コクヨは中期経営計画に基づき総額350億円の自己株式取得を計画し、自社株消却も発表。その他、損益予想を赤字に下方修正したギグワークスや、債務超過が解消される見込みのANAPも注目されています。これに対し、岡部は24年12月期純損益予想を28億円の黒字から10億円の赤字に下方修正し、市場での反応が懸念されています。さらに、ヒューリックは大規模な株式売出しを予定しており、株価の下振れが懸念材料として挙げられています。

*09:08JST 個別銘柄戦略: コクヨや大同特鋼などに注目昨日27日の米株式市場でNYダウは138.25ドル安の44,722.06、ナスダック総合指数は115.10pt安の19,060.48、シカゴ日経225先物は大阪日中比290円安の37,810円。為替は1ドル＝151.10-20円。今日の東京市場では、発行済株式数の3.50％上限の自社株買いと買付け委託を発表した大同特鋼<5471>、25-27年度の中期経営計画期間累計で総額350億円の自己株式取得を行う計画としたほか発行済株式数の4.8％の自社株消却も発表したコクヨ<7984>、ヒューリックが実施する株式売出しに参加し同社株1237万5000株を売却すると発表した東建物<8804>、東証スタンダードでは、 24年10月期売上高見込みは上方修正だが損益見込みを黒字から赤字に下方修正したギグワークス<2375>、債務超過を解消する見込みとなったと発表したANAP<3189>、株主優待制度を導入すると発表したアーバネット<3242>、EV用リチウムイオン電池工場向け約8.2億円の案件を受注したと発表した西部技研<6223>、海部郡衛生処理事務組合次期ごみ処理施設建設事業で38.3億円の仮契約を締結したと発表した虹技<5603>などが物色されそうだ。一方、24年12月期純損益予想を28億円の黒字から10億円の赤字に下方修正した岡部<5959>、8537万4600株の株式売出しと1280万6100株上限のオーバーアロットメントによる売出しを発表したヒューリック<3003>などは軟調な展開が想定される。
＜CS＞

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