Mitsui Fuji ＜8801＞: 1681.5 yen (+128 yen)
Massive backlash. It seems that the evaluation of the new management plan announced the day before is ahead. As numerical targets for the fiscal year ending 27/3, we have set an average annual EPS growth rate of 8% or more, ROE of 8.5% or more, business profit of 440 billion yen or more, net profit of 270 billion yen or more, etc. The profit level seems to be slightly above market expectations. Furthermore, the total return ratio target has been raised from the current 45% to 50% or more, the dividend payout ratio has been raised from the conventional 30% to about 35%, and progressive dividends have also been committed.
Fast Lite ＜9983＞: 42,500 yen (-1600 yen)
The sharp decline continued. Financial results for the 2nd quarter were announced the day before, and operating income for the fiscal year ended 12-2 was 110.4 billion yen, up 7.0% from the same period last year, the profit rate of increase slowed from the same 25.3% increase in the first quarter, and market expectations of about 118 billion yen were also slightly lower. The slump in sales in China is also conspicuous. The full-year forecast for the fiscal year ending 24/8 left operating income at a level slightly below market consensus of 450 billion yen, up 18.1% from the previous fiscal year, even though sales declined slightly. There was also a significant rise in stock prices after the first quarter settlement, so negative reactions prevailed.
Shinkosho ＜8141＞: 939 yen (-195 yen)
The sharp decline continued. It has been announced that the dealer agreement concluded with Renesas Elec, which is the main business partner, will be terminated. It has received an offer from Renesas, and it seems that it will end on 24/9/30. It is said that details such as commercial flow transfers are being discussed, but since sales of Renesas products for the fiscal year ended 23/3 were 94.7 billion yen, accounting for 52.9% of consolidated sales, it seems that concerns leading to a drastic reduction in business volume are taking precedence.
Plantains ＜9765＞: 1,148 yen (+120 yen)
Significant continued growth. Financial results for the 3rd quarter were announced the day before, and operating profit was 1.05 billion yen, up 20.1% from the same period last year, and there is a steady trend against the unchanged full-year forecast of 1.8 billion yen, an increase of 5.0% from the previous fiscal year. In addition, annual dividends have been raised from the previous plan of 34 yen to 37 yen, an increase of 13 yen from the previous fiscal year, and the implementation of 200,000 shares, which is 1.25% of the number of issued shares, and the implementation of company stock repurchases with an upper limit of 150 million yen has also been announced, and the strengthening of shareholder return measures has also been used as evaluation material.
Lhotse ＜6323＞: 26830 yen (+5,000 yen)
The stop is high. Financial results for the fiscal year ending 24/2 were announced the day before, and operating profit was 24.1 billion yen, down 8.6% from the previous fiscal year, and has landed above the previous forecast of 21.6 billion yen. Also, with 31.6 billion yen for the fiscal year ending 25/2, an increase of 31.0% from the same period, the guidance is at a level that exceeds market expectations. At the same time, the 1:10 stock split was announced, and there seems to be a high expectation that it will lead to an improvement in liquidity due to a drastic reduction in the minimum trading unit price. The annual dividend for the fiscal year ending 25/2 is planned to be increased from 13.5 yen to 16 yen after the stock split.
WACUL ＜4173＞: 516 yen (+14 yen)
Significant backlash. The operating profit forecast for the fiscal year ending 25/2 has been announced as 200 million yen, up 1.6% from the previous fiscal year. We aim for positive EBITDA growth while promoting business development based on the three pillars of consulting, execution and implementation, and human resources. Operating profit for the fiscal year ended 24/2, which was announced at the same time, rose 7.3% to 197 million yen. The expansion of project-type sales and continued growth in the human resource matching business contributed, and sales for the fourth quarter reached a record high, exceeding the company plan (191 million yen).
Creamer (4017): 391 yen (+71 yen)
Significant backlash. The operating profit and loss forecast for the fiscal year ending 25/2 has been announced as a surplus of 121 million yen, up 192.9% from the previous fiscal year. We will work on strengthening the customer base for the growth of marketplace services, optimizing costs, improving profit margins by improving productivity, and investing in growth in new services. Operating profit and loss for the fiscal year ended 24/2, which were announced at the same time, turned into a surplus of 41 million yen (deficit of 385 million yen in the previous fiscal year). Since costs were reduced more than expected, it exceeded the company plan (surplus of 0.01 billion yen).
DMP ＜3652＞: 3270 yen (-70 yen)
After high in the morning, it fell negative. The operating profit forecast for the fiscal year ending 24/3 has been revised upward from the previous 240 million yen to 330 million yen (previous fiscal year results 0.27 million yen). This is because stable mass production shipments of the image processing semiconductor “RS1” for the amusement market are expected to boost profits. Furthermore, it is said that the recording of license revenue and professional service revenue in the safety field, product sales and professional service revenue in the robotics field will also contribute to the increase in profit.