＜5406＞ Kobe Steel 1982.5 +139.5

Massive backlash. Financial results for the fiscal year ending 24/3 were announced the day before, and ordinary profit was 160.9 billion yen, up 50.6% from the previous fiscal year, reaching 150 billion yen above the company plan. The fiscal year ending 25/3 is 150 billion yen, which is expected to decrease 6.8% from the same period, and a drastic decline in profit in the electric power business is expected. Meanwhile, net profit is expected to increase by 9.5% due to tax effect accounting, and annual dividends are planned to continue at 90 yen along with this. Comparatively, it seems that there were many directions where dividend cuts were factored in, leading to a positive response.

＜5401＞ Nippon Steel 3310 -100

A sharp decline. Financial results for the fiscal year ending 2014/3 were announced the day before, and business profit was 869.7 billion yen, down 5.1% from the previous fiscal year, and up 800 billion yen from the previous plan. Meanwhile, the fiscal year ending 25/3 is 650 billion yen and is expected to decrease 25.3% from the same period, which is an unexpected drastic decline in profit. In addition to deteriorating spreads, it seems that labor costs and amortization costs are expected to increase. Furthermore, while net profit is expected to decrease drastically by 45.4% due to structural reform costs, etc., the plan is to maintain annual dividends of 160 yen.

＜8830＞ Sumitomo no 5502 +113

Significant continued growth. Financial results for the fiscal year ending 2014/3 were announced the day before, and operating profit was 254.7 billion yen, up 5.6% from the previous fiscal year, and it landed on the expected market line. The fiscal year ending 25/3 is 267 billion yen, which is expected to increase 4.8% from the same period, and the consensus is a downward level of about 10 billion yen. Meanwhile, the pace of annual dividend increase will be raised from 7 yen per year to 10 yen per year, and “doubling within 7 years, 100 yen distribution per year” will be realized 2 years ahead of schedule. Additionally, it is said that the target of setting a policy shareholding ratio of 10% or less will also be brought forward by 3 years.

＜3436＞ SUMCO 2591 +200

Massive backlash. Financial results for the first quarter were announced the day before. Operating profit was 8.7 billion yen, down 66.5% from the same period last year, but market forecasts of around 7 billion yen are improving. The April-6 fiscal year is forecast to be 9 billion yen, which is almost at the level of market consensus. Sales are planned to increase 6% from the previous quarter due to demand bottoming out for 300 millimeter wafers, but it seems that the growth rate of profit compared to the previous quarter is limited due to an increase in labor costs and electricity costs. Movements that positively perceive demand bottom-outs have taken the lead.

＜7012＞ Kawasaki Shigeru 5821 +214

Significant continued growth. Financial results for the fiscal year ending 24/3 were announced during trading hours the day before, and continued to grow today, which responded with a buying advantage immediately thereafter. Business profit was 46.2 billion yen, down 43.9% from the previous fiscal year, but the fiscal year ending 25/3 is 130 billion yen, which is forecast 2.8 times the same. Despite assuming an exchange rate of 140 yen, it surpassed market consensus by nearly 20 billion yen. It seems that profit plans etc. for the power sports and engine business greatly exceed market expectations.

＜7735＞ screen HD 15445 -2155

Plummeting. Financial results for the fiscal year ended March 24 were announced the day before, and operating profit was 94.2 billion yen, up 23.2% from the previous fiscal year, and market expectations were off by about 2 billion yen. The fiscal year ending 25/3 is expected to be 100 billion yen, up 6.2% from the same period, and the consensus level has declined slightly. There were no major surprises in the financial results. Also, a new mid-term plan up to fiscal year 26 has been announced, and this also seems to have led to a short-term sense of exhaustion, as is almost as expected in advance, such as numerical targets and shareholder return policies.

＜6367＞ Daikin Industries 24685 +1860

Significant continuous growth. Financial results for the fiscal year ending 24/3 were announced the day before, and operating profit was 392.1 billion yen, up 4.0% from the previous fiscal year, and although the previous forecast of 400 billion yen was slightly downward, market expectations rose and landed. Also, the fiscal year ending 25/3 is expected to increase 8.4% from the same period to 425 billion yen. It is above the market consensus level of 420 billion yen out of an exchange rate assumption of 138 yen. It seems that sales are expected to expand in Europe in particular due to an increase in market share due to the operation of new factories, etc.

＜4348＞ Infocom 3485 +504

Stops are highly proportional. It is reported that it became known that multiple factions, such as the Sony Group, are considering the acquisition of the company. It is estimated that there is a possibility that the total acquisition amount will be up to 200 billion yen. The total market value based on the previous day's closing price is approximately 170 billion yen, and it seems that expectations for acquisition premiums take precedence. Teijin, which holds about 55%, seems to be aiming to sell all of its shares, but it seems that funds and the like assume that all shares will be acquired.

＜9066＞ Nissin 3795 +700

Stops are highly proportional. The day before, revisions to the numerical targets of the medium-term plan were announced at the same time as the financial results for the fiscal year ending 2014/3. As a dividend index, in addition to using DOE of 2% or more so far as 4% or more as a guide, share acquisitions have ranged from acquisitions of around 10 billion yen by '26 to acquisitions of around 14 billion yen in fiscal year 24. Along with this, the annual dividend for the fiscal year ending 25/3 is planned to be 200 yen, an increase of 90 yen from the previous fiscal year. A stock buyback of 4.5 million shares was carried out, which is 23.61% of the number of issued shares due to off-site transactions.

＜9055＞ Alpine stuff 5050 +700

Stops are highly proportional. It has been announced that Logistics of the former Hitachi Logistics will implement TOB at 5774 yen per share. The company announced support for TOB, and it is expected that it will be kept private in the future. The TOB price is at a level where it is 33% above the previous day's closing price, and it is a movement aimed at falling behind. Logistics TOB observation reports were reported during trading hours on the 8th, and stock prices had risen significantly over the previous day.