個別銘柄戦略:ミガロHDやニッパツなどに注目

2024年12月24日 09:09:00
マネー
FISCO
コメント

この記事は、前日の米株式市場の動向を受けて、日本の個別銘柄に対する戦略について述べています。ニューヨークダウは上昇し、ナスダックも堅調に推移しています。それに伴い、東京市場で注目される銘柄として、株式買い戻しを発表したニッパツ、株式分割と株主優待拡充を発表したミガロHD、中期経営計画を発表したピーシーエー、売上が好調な西松屋チェ、業績見込みを上方修正したインテリックスなどが挙げられています。一方、象印マホービンやしまむら、薬王堂HD、大光など、一部の銘柄は業績予想や株主優待制度廃止が影響し、軟調な展開が予想されています。

*09:09JST 個別銘柄戦略:ミガロHDやニッパツなどに注目昨日23日の米株式市場でNYダウは66.69ドル高の42,906.95、ナスダック総合指数は192.29pt高の19,764.88、シカゴ日経225先物は大阪日中比115円高の39,305円。為替は1ドル＝157.10-20円。今日の東京市場では、発行済株式数の6.05％上限の自社株買いと2.21％上限の買付け委託を発表したニッパツ<5991>、1株を2株に分割すると発表しホールディングス1周年記念株主優待が実質拡充となるミガロHD<5535>、中期経営計画を発表し28年3月期営業利益40億円以上目標（24年3月期は23.09億円）としたピーシーエー<9629>、12月度の既存店売上高が9.3％増と11月度の0.5％増から伸び率が拡大した西松屋チェ<7545>、東証スタンダードでは、上期業績見込みを上方修正したインテリックス<8940>、ブロックチェーン技術を活用した国際決済サービスや総合宿泊サービスを展開する台湾OwlTing社に資本参加すると発表したUNIVA<3113>、「にゃんまる」をモチーフにしたミームコイン「NYANMARU Coin（$NYAN）」の追加購入とドバイで日系進出支援を行うMDSとドバイ進出・富裕層マーケティングの業務提携を開始すると発表したGFA<8783>などが物色されそうだ。一方、営業利益が前期19.1％増に対し今期3.4％減予想と発表した象印マホービン<7965>、第3四半期累計の営業利益が2.0％増と上期の4.1％増から増益率が縮小したしまむら<8227>、株主優待制度を廃止すると発表した薬王堂HD<7679>、東証スタンダードでは、上期営業利益が51.3％減となった大光<3160>などは軟調な展開が想定される。＜CS＞

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