1. NH Investment & Securities IR: What’s it about?
NH Investment & Securities is holding an IR on July 31, 2025, to explain its current management status and answer questions. Amidst growing market concerns following the weak Q1 results, this IR presents a crucial opportunity to check the Q2 performance and future business strategies.
2. Q1 Earnings Slump: Why?
Despite growth in the IB sector, NH Investment & Securities’ Q1 2025 earnings declined overall due to a slump in the Sales & Trading division. Conservative operations due to increased market volatility and concerns over a global economic slowdown are considered the main factors.
3. Key IR Points and Future Stock Outlook
The key points to watch in this IR are Q2 earnings, future earnings outlook, strategies to address the global economic slowdown, and shareholder return policies.
- Positive Scenario: Announcements like improved Q2 earnings, a positive future outlook, and strengthened shareholder return policies could act as a momentum for stock price increase.
- Negative Scenario: Continued sluggish performance and deepening concerns about the global economic slowdown could negatively impact stock prices.
4. Investor Action Plan
Increased stock volatility is expected following the IR. Investors should thoroughly analyze the IR content and make prudent investment decisions. It is especially important to develop an investment strategy based on competitor analysis, market expectation analysis, etc.