神戸物産---急伸で上場来高値、コロナ感染拡大のなか特需に限らない成長性に期待

2021年07月20日 14:41:00
マネー
FISCO
コメント

神戸物産<3038>は急伸で上場来高値を更新。新型コロナウイルスのデルタ変異株の感染拡大が国内外で広がり、株式市場では世界的にリスクオフムードが徐々に強まってきている。こうした中、改めて巣ごもり需要などが意識されているが、とりわけ、特需という一過性要因によらず中長期的な成長が見込める同社への注目度が高まっているもよう。6月24日に発表した5月の単体月次動向では単体営業利益が前年同月比6.3％
増だった。既存店出荷高は同5.8％減だったが、前年のハードルが高かった影響があり、2019年比では16.7％増の水準と実質的には好調だった。今後は前年ハードルが低下することで増益率は高まっていくとの見方も株価の押し上げ要因として働いているようだ。＜YN＞

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