＜5189＞ Cherry blossom rubber: 2720 yen car -
Stop buying at a high price. Operating income for the fiscal year ending 2014/3, which announced drastic upward revisions to earnings and dividend forecasts the day before, was raised from the previous forecast of 660 million yen to 1.13 billion yen, 2.7 times the previous fiscal year. The background is that orders related to government offices increased rapidly in the fourth quarter in the fire and disaster prevention business. It is in the form of a drastic upward correction following January. The annual dividend has also been drastically raised again, and it is a 90 yen distribution including a commemorative dividend of 30 yen from the previous plan of 50 yen.
Renesas ＜6723＞: 2581 yen (+59.5 yen)
Significant continued growth. Today, we are announcing financial results for the first quarter of the fiscal year ending 24/12. Non-GAAP sales revenue was 351.8 billion yen, down 2.2% from the same period last year, but it was above the central value of the previous plan of 345 billion yen. Operating profit was also 113.5 billion yen, down 9.1% from the same period, but it surged by about 10 billion yen from forecasts based on conventional sales plan center values. The operating profit margin is 2.3 points higher than previously anticipated. Profit is expected to decrease compared to the previous quarter for the April-6 fiscal year, but there are also recent drastic stock price adjustments, leading the way in evaluating actual price increases.
Metawater (9551): 2008 yen (-278 yen)
A sharp decline. Financial results for the fiscal year ending 24/3 were announced the day before. Operating profit was 9.9 billion yen, up 14.0% from the previous fiscal year, but the fiscal year ending 25/3 was 9 billion yen and profit is expected to decline 9.1%, and negative reactions prevail. Cost increases such as human investment and DX investment seem to resonate. The medium-term plan for the fiscal year ending 28/3 has also been announced, with orders of 200 billion yen or more, operating income of 13 billion yen, etc., but the positive impact seems limited.
FANUC (6954): 4497 yen (-116 yen)
A sharp decline. Financial results for the fiscal year ending 24/3 were announced the day before, and operating profit was 141.9 billion yen, down 25.8% from the previous fiscal year, and 121 billion yen is planned to decrease 14.7% from the same period for the fiscal year ending 25/3. The market consensus for the fiscal year ending 25/3 is at a level of around 160 billion yen, and although exchange assumptions etc. are conservative, it looks like it will decline significantly. It seems that earnings are expected to be sluggish due to poor recovery in demand and deterioration in operations, etc. Furthermore, it was announced that 12.5 million shares, which is 1.32% of the number of issued shares, will be implemented with an upper limit of 50 billion yen.
Canon [7751]: 4125 yen (-315 yen)
A sharp decline. Financial results for the first quarter were announced the day before, and operating profit was 80.1 billion yen, down 5.2% from the same period last year, and market expectations were lowered by about 10 billion yen. The imaging business has fallen more than expected. The full-year forecast is 435 billion yen, a 15.9% increase from the previous fiscal year, and it is at a level that exceeds consensus, but rather, there is also a view that the severity of fundamentals is more severe than expected in response to unchanged performance under circumstances where the depreciation of the yen is currently progressing.
Linkers ＜5131＞: 257 yen (+37 yen)
The price has been high since the beginning of the year. The fact that it was announced on the 23rd that it would partner with OnDock ＜7360＞ in the M&A business continues to be viewed as buying material. In addition to collaborating in the M&A advisory business, platform development cooperation and Linkers' SaaS type business matching system will be introduced to OnDc. There were also situations where ONDEC stocks were pushed by temporary profit-making sales, but after that, buying dominance became dominant again, and year-to-date highs were updated every day.
CUC＜9158＞: 1,846 yen (-331 yen)
Low price since listing. The operating profit forecast for the fiscal year ending 25/3 has been announced to be 4.0 billion yen, up 7.0% from the previous fiscal year. An increase in 50-bed facilities with relatively high profit margins in the hospice segment is expected to contribute. Meanwhile, since the impact of exchange gains that occurred in the previous fiscal year has declined, the net profit forecast is 2.200 billion yen, down 15.2%. Operating profit for the fiscal year ended March 24 rose 1.5% to reach 3.737 billion yen. The medical institution segment and hospice segment grew, and an increase in profit was secured.
Trans G ＜2342＞: 260 yen (+35 yen)
Significantly higher. The operating profit and loss forecast for the fiscal year ending 24/3 has been revised upward from the previous deficit of 50 million yen to a surplus of 90 million yen (deficit of 0.25 million yen in previous fiscal year results). The performance of the drug discovery support business was improved by thoroughly reinforcing ready-to-work personnel and managing delivery dates. Also, in addition to the fact that price revisions based on the continuation of the depreciation trend of yen and the rise in product procurement costs have progressed in the investment/consulting business, it is expected that improvements have been seen in consumer purchasing motivation even at subsidiaries that operate e-commerce, contributing to the surplus transition.