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Investing.comCodex · 实盘不做把握 5/10
北京时间·🕒 发布 15:40:46时区推断·⟳ 抓取 15:41:46·⚡ 决策 07-30 22:01:05 +6h19m·89.2 天前

Konami一季度利润同比增长64.2%但维持全年预测

Konami(9766.JP)截至2026年6月30日一季度收入1295亿日元、同比增长33.6%,归母利润326亿日元、同比增长64.2%。

📄 原文Investing.com↗ 原文
Konami reports 64% jump in first-quarter profit
U.S. strikes dozens of targets in Iran after intercepting missile attacks TOKYO - Konami Group Corporation (TSE:9766) r…
不做 Konami Group(9766.JP)
一季度高增长但全年指引未上修,且股价已提前大涨后转跌;缺少明确超预期增量,不做。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)

研究档案

🔎 新鲜度:最早出现 2026-07-30 · 扩散 medium · price-in 风险 high ↗

消息传播链

  1. 2026-07-30财经媒体扩散Investing.com非一手原文 ↗
    报道称Konami一季度收入1295亿日元、归母利润326亿日元,全年预测维持。
    市场反应:Konami(9766.JP)7月30日收跌3.81%,此前5日涨19.70%。

关键理由

  • Konami(9766.JP)截至2026年6月30日一季度收入1295亿日元、同比增长33.6%,归母利润326亿日元、同比增长64.2%。
  • 公司维持截至2027年3月全年收入5050亿日元、归母利润1010亿日元预测,仅分别同比增长2.3%和1.0%,没有同步上修全年指引。
  • 股价近20日已涨24.98%,7月29日单日涨12.74%后7月30日跌3.81%,财报后追多容易落入已预期或见光回落。

主要风险

  • 原文标题与正文不一致,且未核到明确一致预期超预期幅度;AI生成新闻源需要更高一手确认。

反向证据

  • 做多前查反向 · 来源 kb_search · 影响 none
    内部库未命中明确卖方一致预期超预期证据。
    检索:Konami 9766 2027 Q1 results forecast maintained consensus profit July 2026
  • 做多前查反向 · 来源 stock_quote · 日期 2026-07-30 · 影响 weakens
    股价近20日涨24.98%、7月29日涨12.74%,7月30日财报后跌3.81%,追多edge不足。
    检索:9766.JP stock_quote full
工具调用 · 历史记录,结果未知(3 种)
  • stock_quote · 结果未知
  • search_processed_events · 结果未知
  • kb_search · 结果未知

原文全文

展开原文 · 1,759 字
U.S. strikes dozens of targets in Iran after intercepting missile attacks
TOKYO - Konami Group Corporation (TSE:9766) reported a 64.2% increase in profit attributable to owners for the three months ended June 30, 2026, reaching ¥32.6 billion compared to ¥19.8 billion in the same period last year, according to a press release statement issued today.
Revenue for the first quarter rose 33.6% to ¥129.5 billion from ¥97.0 billion in the prior-year period. Business profit, calculated by deducting cost of revenue and selling, general and administrative expenses from revenue, increased 61.7% to ¥44.7 billion.
Operating profit climbed 63.3% to ¥45.3 billion, while profit before income taxes advanced 66.6% to ¥46.5 billion. Basic earnings per share reached ¥240.30, up from ¥146.32 in the first quarter of the previous fiscal year.
The company’s total assets stood at ¥751.8 billion as of June 30, 2026, compared to ¥748.8 billion at March 31, 2026. Total equity increased to ¥579.8 billion from ¥564.6 billion during the same period. The ratio of equity attributable to owners of the parent rose to 77.1% from 75.4%.
Konami maintained its full-year forecast for the fiscal year ending March 31, 2027, projecting revenue of ¥505.0 billion and profit attributable to owners of the parent of ¥101.0 billion, representing increases of 2.3% and 1.0% respectively from the previous year.
The company also confirmed its dividend forecast, expecting to pay ¥112.00 per share at the second quarter end and ¥112.00 at year end, for a total annual dividend of ¥224.00 per share.
Konami shares are listed on the Tokyo Stock Exchange and London Stock Exchange.
This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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