Investor Presentation: 中小型株／非製造業：中長期での成長観点に加えて、短期的なカタリストのある銘柄に注目

研报英文原文证据摘录

Investor Presentation: 中小型株／非製造業：中長期での成長観点に加えて、短期的なカタリストのある銘柄に注目

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カバレッジ業績一覧(Industrials)

JPY mn Sales OP EPS (JPY)

MS YoY Con. MS YoY Con. MS YoY Con.

2124 JAC Recruitment F12/26 2Qe 12,561 9.7% 13,310 3,111 10.0% - - - -

F12/27 e 62,300 17.1% 61,361 16,800 20.9% 15,876 76.4 21.0% 70.8

2146 UT Group F3/27 1Qe 42,400 1.5% 42,000 2,500 1.5% 2,521 - - -

F3/28 e 173,700 2.0% 176,146 11,100 3.7% 10,789 13.2 7.3% 12.4

215A Timee F4/27 1Qe 10,500 25.5% 13,192 2,000 9.2% 2,936 - - -

F4/28e 57,400 - 57,947 12,100 - 12,285 86.5 - 82.7

2175 SMS F3/27 1Qe 20,300 8.7% 20,463 4,200 16.2% 3,747 - - -

F3/28 e 77,400 8.4% 77,599 8,100 15.7% 7,917 94.6 14.7% 89.5

2181 Persol Holdings F3/27 1Qe 402,900 7.8% 405,482 16,500 7.1% 16,165 - - -

F3/28 e 1,739,900 4.6% 1,737,801 79,200 9.2% 79,680 22.2 9.6% 22.1

2331 ALSOK F3/27 1Qe 145,200 2.9% 148,671 11,700 12.1% 11,873 - - -

F3/28 e 650,100 3.1% 672,057 63,100 11.7% 61,890 86.9 11.9% 84.0

2379 Dip F2/27 1Qe 14,800 -6.3% 15,450 1,800 -46.7% 2,586 - - -

F2/28 e 57,900 3.2% 55,529 8,300 0.0% 7,870 108.9 0.0% 84.0

4194 Visional F7/26 4Qe 26,243 23.1% 26,396 3,888 -1.9% 4,634 - - -

F7/27 e 118,100 18.8% 118,120 28,200 20.0% 28,875 490.7 16.1% 498.1

4732 USS F3/27 1Qe 29,500 7.7% 29,750 16,000 8.8% 15,550 - - -

F3/28 e 129,000 5.0% 124,329 66,200 3.9% 63,997 101.0 6.6% 98.2

4849 en F3/27 1Qe 13,200 -11.9% 12,565 1,100 -17.2% 671 - - -

F3/28 e 57,300 6.1% 53,063 4,800 14.3% 3,220 83.8 -44.1% 59.8

6200 Insource F9/26 3Qe 4,060 12.2% 4,003 1,550 14.9% 1,562 - - -

F9/27 e 18,200 13.8% 17,865 7,500 15.4% 7,313 61.9 15.6% 59.9

9735 Secom F3/27 1Qe 297,000 3.1% 298,721 33,000 2.4% 35,067 - - -

F3/28 e 1,354,000 3.6% 1,369,232 185,000 8.2% 182,547 344.6 13.6% 319.5

9744 MEITEC Group Holdings F3/27 1Qe 34,900 2.4% 35,610 5,100 4.5% 5,114 - - -