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Active Stocks (Morning Session, the 31st): Zojirushi, YAMAZEN, SENSHUKAI

Tue Mar 31, 2026 11:33 am JST Catalyst

Zojirushi Corporation <7965> surged with a gap-up opening. The company announced its consolidated financial results for the first quarter of the fiscal year ending November 2026 (November 21, 2025 to February 20, 2026) after the close of trading on the 30th. Sales increased 4.7% year-on-year to \30.384 billion, operating profit rose 28.3% to \4.333 billion, and net profit grew 20.5% to \2.76 billion. The significant profit growth and the operating profit progress rate of approximately 66% against the full-year guidance attracted revision-driven buying. Strong domestic sales and price pass-through measures in response to rising import costs due to the weaker yen also contributed to boosting profitability.

YAMAZEN CORPORATION <8051> remained firm, resisting the broader risk-off sentiment. The machinery trading company has a strong track record in handling machine tools and logistics equipment. Its capital goods segment, which accounts for over 60% of sales, performed well and contributed to pushing up earnings. The company has been diligent in its management efficiency initiatives, showing notable improvement in profit margins. Against this backdrop, the company announced a revision to its earnings forecast for the fiscal year ending March 2026 after the close of trading on the 30th. Operating profit was raised from the previous forecast of \10 billion to \11.5 billion (up 21% year-on-year), attracting buying on the positive news. With attractive valuations including low PER and PBR, and a dividend yield of around 3.7%, buying interest focused on valuation upside potential remains strong.

SENSHUKAI CO.,LTD. <8165> rebounded sharply. After the close of trading on the 30th, the company announced a revision to its consolidated earnings forecast for the fiscal year ending December 2026. Net profit forecast was raised from the previous estimate of \100 million to \1.35 billion (down 65.7% year-on-year), attracting buying interest. As part of structural reforms in its mail-order business, the company will sell the land and building of its closed Chiba call center, recording a gain on sale of fixed assets of \1.25 billion. The property transfer is scheduled for April 17.

*This information may include unconfirmed details. Stock trading should be conducted at your own risk and judgment.

Source: MINKABU PRESS

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