Sawai Group HD ＜4887＞: 6480 yen (+835 yen)
High temporary stop. Financial results for the fiscal year ending 24/3 were announced the day before, and operating profit was 18.6 billion yen, up 16.0% from the previous fiscal year, and landed in line with the revised values on 5/10. Meanwhile, the fiscal year ending 25/3 is 26 billion yen, and sales growth of 2 digits is expected, and sales growth of 2 digits is expected, which is expected to greatly exceed market expectations. Also, it was announced that a 1:3 stock split will be implemented at the end of September, and considering the split, the annual dividend for the fiscal year ending 25/3 will be 53 yen, an increase of less than 10 yen compared to the previous fiscal year.
Union Tool ＜6278＞: 5030 yen (+455 yen)
Stop buying at a high price. Financial results for the first quarter were announced the day before. Operating income was 1.42 billion yen, up 49.2% from the same period last year, and the first half year plan was revised upward from the previous forecast of 1.7 billion yen to 2.6 billion yen, an increase of 26.9% from the previous forecast, and from 3.7 billion yen to 5.5 billion yen and a 45.6% increase from the previous fiscal year, respectively. Demand for package boards and high multilayer boards for data center servers is expanding, and it seems that demand for high value-added tools is rapidly increasing.
Sakai Chemical ＜4078＞: 2520 yen car -
Stop buying at a high price. Financial results for the fiscal year ending 2014/3 were announced the day before, and operating profit was 2.94 billion yen, down 33.2% from the previous fiscal year, which greatly exceeded the previous forecast of 1.9 billion yen. The reason was that shipments of products with high profit rates overlapped. Profit is expected to increase drastically, with an 83.5% increase of 5.4 billion yen for the fiscal year ending 25/3. Furthermore, a new medium-term plan has been announced, and operating profit for the fiscal year ending 27/3 is targeted at 9 billion yen. Also, the shareholder return policy was changed to use DOE 3% as a guide, and the dividend for the fiscal year ending 25/3 is planned to be 125 yen, an increase of 55 yen from the previous fiscal year.
Obayashi Group ＜1802＞: 1908 yen (+231.5 yen)
Massive backlash. Financial results for the fiscal year ending 24/3 were announced the day before, and operating profit was 79.4 billion yen, down 15.4% from the previous fiscal year, exceeding the previous forecast of 74 billion yen. The fiscal year ending 25/3 is 93 billion yen, which is expected to increase 17.2% from the same period, which deviates from the market consensus by about 5 billion yen. It seems that they are expecting an increase in domestic construction orders and an improvement in gross profit margins. Since the standard annual dividend is DOE 5%, the annual dividend for the first fiscal year is planned to be 75 yen, an increase of 33 yen from the previous fiscal year, and 80 yen, an increase of 5 yen for the current fiscal year.
Irom G ＜2372＞: 2273 yen car -
Buying spirit. The implementation of MBO has been announced. The Blackstone company BXJ1 HD planned to make it a wholly owned subsidiary and implemented TOB, and the TOB price is 2800 yen, which is a premium of 49.5% compared to the previous day's closing price. Movements aimed at completely falling back on TOB prices are dominant. Since it is expected that it will take as little as 4 weeks to obtain necessary permits and approvals based on competition laws in Australia, it seems that they are aiming to start TOB around mid-June.
Adventure ＜6030＞: 3990 yen (+700 yen)
The stop is high. It has been announced that a stock buyback will be carried out with an upper limit of 800,000 shares (2.50 billion yen). The ratio to the total number of issued shares (excluding company shares) is 10.63%. The acquisition period is from 14th to 8/30. Also, the operating profit forecast for the fiscal year ending 24/6, which had been undecided until now, has been disclosed as 1.50 billion to 200 billion yen (previous fiscal year results of 2.90 billion yen). Earnings are forecast to increase sales from 22.0 billion to 23.00 billion yen (same 20.27 billion yen), but profit is expected to decline due to temporary costs due to M&A and establishment of overseas subsidiaries, etc.
Amiya ＜4258＞: 2310 yen car -
Stop buying at a high price. Operating profit for the first quarter (January to March 24) of the fiscal year ending 24/12 has been announced as 226 million yen. According to explanatory materials, up 38.5% from the same period last year. The entire industry established security guidelines in the wake of security incidents at automobile-related companies, and as a result, data security products from online stores were adopted as recommended products, and orders increased. The full-year forecast remained unchanged at 419 million yen, up 15.4% from the previous fiscal year. The progress rate has reached 53.9 percent.
Cover ＜5253＞: 2080 yen (+365 yen)
Continued significant growth. It has been announced that preparations are being made to apply for a market classification change to the Tokyo Stock Exchange Prime Market. The goal is to achieve medium- to long-term growth and an increase in corporate value. Also, it was announced that the operating profit forecast for the fiscal year ending 25/3 is 7.300 billion yen, up 31.8% from the previous fiscal year. Business performance is expected to expand due to the establishment of the VTuber business and IP business, and the expansion of the creator economic zone. Operating profit for the fiscal year ended March 24 rose 62.0% to reach 5,536 billion yen. The merchandising field and the live event field were doing well.