Surairaku, Donki…yields over 32%!　6 selected stocks of “June’s divine benefits” to beat the high prices!

The savior of high prices!　June is a treasure trove of “divine special offers

While high prices are hitting households hard, the consumption tax cut is not making much headway. One smart way to protect yourself is to take advantage of shareholder special benefits.

McDonald’s Holdings Japan Corporation (2702), which offers free meal coupons, is one of the leading stocks offering special benefits in June. However, since the December 2012 vesting date, shareholders must hold the company’s shares for at least one year to receive the benefit, and the share price has remained at a high level, requiring an investment of approximately ¥800,000 to receive the benefit. While this is a “divine benefit” for existing shareholders, it has become inaccessible to those who are considering purchasing the company.

However, June is a “bonus month” for companies directly related to our daily lives, such as restaurant chains, retailers, and food manufacturers, where the vesting of stock options is concentrated. These include family restaurant meal coupons, discount coupons for purchasing food and daily necessities, and assorted products. In this issue, we will introduce six carefully selected stocks with special benefits for June that can extract maximum “value” with limited funds.

A full meal for the whole family!　Suikairaku Special Benefit

(3197) is the largest family restaurant chain in Japan, operating such restaurants asGusto,Bamiyan, and Shabuyo.

Shareholders who hold 100 or more shares of the company’s stock at the end of June or December are entitled to receive “shareholder special benefit coupons (electronic tickets)” that can be used in one-yen increments at Gusto, Bamiyan, and other participating restaurants, depending on the number of shares held. The balance of the coupons can be gifted or shared with family and friends, making them easy to use. The amount of the gift depends on the number of shares held, with an investment of 100 shares or approximately 300,000 yen worth 2,000 yen (4,000 yen per year), 300 shares or approximately 900,000 yen worth 5,000 yen (10,000 yen per year), and so on.

In October 2012, SUKAIRAKU HOLDINGS acquired the operating company of Kyushu’s famous udon chain “Shisan Udon. In April 2014, the company acquired the operator of the charcoal-grilled dried fish set meal chain Shinpachi Shokudo.

Although some consider the acquisition price relatively high, it is a strategic investment to overcome the challenges of a declining population and rising costs and to continue to grow. Whether this investment will prove to be a good or a bad one remains to be seen, but it is a stock with high growth potential.

Ultra high yield of 6%!　Pepper FS

Pepper Food Service (3053 ) is a company that operates steak specialty restaurants such as “Ikinari Steak !Steak” and other steak specialty restaurants.

Shareholders who hold 500 or more shares of the company’s stock as of the end of June or December are eligible to receive a 6% yield on their holdings of ikinari! Steak” and other restaurants, or the company’s own products (garlic rice and hamburgers).

For an investment of 500 shares, or approximately 90,000 yen, one can receive 3,000 yen worth of meal coupons or products (6,000 yen worth per year), resulting in a benefit yield of over 6%.

Pepper Food Service has been attracting a great deal of attention with “Ikinari Steak,” which was launched in 2001! Steak,” which was launched in 2001. Steak,” which launched in 2001. In just six years, the company rapidly expanded to 500 stores, and became a household name by expanding into New York City. The company’s stock price also soared. The stock price, which had been hovering around the 100-yen level in 2001, temporarily exceeded 8,000 yen in 2005.

However, the company’s rapid expansion of stores was a detriment to profitability, and it fell into the red in FY12/19. The COVID-19 crisis put the company on the brink of bankruptcy. The company managed to get out of this predicament by the skin of its teeth by selling the “Pepper Lunch” business and closing a large number of stores, and is still in the process of restructuring its operations. The company is still in the process of restructuring its operations. Although its stock price has been stagnant due to these circumstances, it has recently begun to show signs of a recovery. The company can be purchased for relatively small amounts, and this may not be a bad time to invest in the company.

Don’t miss out on savings when shopping at Don Quijote!　PPIH

Pan Pacific International Holdings (7532) (PPIH ) is a company that operates Don Quijote discount stores ,Apita supermarkets , and Piago supermarkets.

Shareholders who hold 100 or more shares of PPIH stock at the end of June or December are entitled to “majica points,” electronic money that can be used for purchases at Don Quijote, Apita, and other PPIH group stores, depending on the number of shares held.

The benefits have been expanded since the December 2013 vesting period, with the introduction of a new “hands-on shareholder benefit menu” that allows shareholders to directly experience PPIH’s brand value, products, and services. The new menu offers benefits such as a “digital stamp card” that allows customers to exchange stamps accumulated from purchases for PB “Passion Price” products, and lottery invitations to various events such as the popular “Donkos Festival” where large quantities of souvenirs are given away.

For the fiscal year ending June 30, 2014, the company expects sales of 2,435 billion yen and net income of 107 billion yen, up 18.2% from the previous year, both record highs. On an operating basis, the company expects to achieve its 37th consecutive year of sales and profit growth, including the pre-listing period, and continues to grow at a “do” level.

In April ’26, the company began developing “Robin Hood,” a new food-intensive business model that includes fresh produce and prepared foods. This business model is designed to generate profits from Donki’s high-margin food and non-food products, and return the profits to the prices of fresh products, thereby increasing the ability to attract customers. In addition to the development of new business models in Japan, the company is also seeing improvements in its overseas business, which has been a challenge, and further growth is expected.

Delicious salmon arrives!　Okamura Shokuhin Kogyo Co.

Okamura Shokuhin Kogyo (2938 ) is a company that farms salmon and processes, wholesales, and sells marine products.

Shareholders who hold 100 or more shares of the company’s stock as of the end of June will receive salmon farmed by the company and processed marine products in proportion to the number of shares held. In FY26, the benefits include “Aomori Salmon® Osashimi” (worth about 3,000 yen) for those holding 100 shares, and “Aomori Salmon® Osashimi/medium salt preparation for grilled fish” for those holding 300 shares, and “Ikizukuri Ikizukuri Overnight Marinated Suji Fish” (worth about 5,500 yen).

The company is able to ensure a stable supply of its main product, salmon, by integrating the entire process of salmon farming, processing, and marketing in-house. The company has multiple bases in Japan and overseas, and has built a distribution and sales network mainly in Southeast Asia to meet the diverse needs of its customers. The company’s performance has been strong, and for the fiscal year ending June 30, 2014, it plans net sales of 39.03 billion yen and net income of 2.57 billion yen, both of which are expected to be record highs. Both are expected to reach record highs. Furthermore, the company is moving forward with efforts to increase the volume of aquaculture both in Japan and overseas, and expects to increase profits in both the aquaculture and processing businesses.

Dividend increase for 11 consecutive years!　Joyful Honda

Joyful Honda (3191 ) is a company that operates “JOYFUL HONDA” and other large home improvement stores in the Kanto region.

As of June 20, shareholders holding 100 or more shares of the company’s stock will receive either gift certificates that can be used at the company’s group stores or catalog gifts of local specialties and other items from the area where the company’s headquarters or stores are located, depending on the number of shares held. Shareholders can also choose to make a donation to the Japanese Red Cross Society or other organizations.

Joyful Honda has been proactive in shareholder returns other than shareholder benefits, and has increased its dividend for 11 consecutive years since its listing in 2002. For the fiscal year ending June 30, 2014, the company plans to substantially increase its dividend by 20 yen from the previous fiscal year, and the annual dividend yield is expected to exceed 4%.

Yield of over 32%!　icetile, inc.

Istyle (3660 ) operates the cosmetics and beauty review site “@cosme. Utilizing its proprietary database that has accumulated a vast amount of product and user information related to beauty, the company also operates real stores “@cosme STORE” and an EC (online shopping site) “@cosme SHOPPING “.

Shareholders holding 100 or more shares of the company’s stock as of the end of June will receive 6,400 yen worth of discount coupons for “@cosme SHOPPING” (four 600 yen discount coupons and four 1,000 yen discount coupons) and three 10% discount coupons for “@cosme STORE”.

Although discount coupons cannot be used alone for purchases, the coupons can be obtained with an investment of less than 50,000 yen, and if all coupons are used up to the maximum limit, the coupon yield is an astonishing 32.98% (maximum benefit amount = [6,400 yen for @cosme SHOPPING] + [30,000 yen for @cosme STORE (limit for one time use) (33,000 yen including tax) (limit per use) 30,000 yen (33,000 yen including tax) x 10% x 3 tickets = 9,000 yen] = equivalent to 15,400 yen).

The main products sold at “@cosme SHOPPING” and “@cosme STORE” are cosmetics and beauty-related products for women, but there are also many products that can be used by both men and women, such as hair dryers, shampoos/conditioners, styling products, and detergents.

The company’s performance has been strong, and for the fiscal year ending June 30, 2014, it projects sales of 83 billion yen and net income of 3.8 billion yen. Both of these figures are expected to be record highs. The company’s profitability has improved as it has established itself as a beauty platform, and it is on track to achieve sales of 100 billion yen. Dividends will be resumed in FY6/25, and the share price is expected to rise over the medium to long term due to sustained growth.

Beware of the pitfalls of the vesting date!

In order to acquire shareholder special benefit rights, it is necessary to purchase shares by the final day of the vesting period and become a shareholder as of the record date. The record date for the stocks introduced in this report is June 20 for [Joyful Honda (3191)] only, and June 30 for the other five stocks. The last day of the 26-year period is “June 17 (Wed.)” for [Joyful Honda (3191)] and “June 26 (Fri.)” for the other five issues.

This article is for informational purposes only and is not intended as a solicitation or recommendation to buy or sell any particular stock. Final investment decisions should be made at your own discretion. The required investment amount, expected annual dividend yield, and benefit yield (annual benefit amount/required investment amount) in the article are calculated based on the stock price (closing price) and benefit package as of the time of writing (May 8, ’26). The information is subject to change due to fluctuations in the stock price and changes in the contents of the special benefit program. Please check the latest information when considering purchasing.