Yamaichi Denki ＜6941＞: 3270 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 2.93 billion yen, down 67.9% from the previous fiscal year, and it has landed on the conventional planning line. Meanwhile, profit for the fiscal year ending 25/3 is 7.5 billion yen, which is expected to increase drastically 2.6 times the same period. A rapid recovery that is more than expected will lead to a positive impact. A rapid recovery in earnings from the TS business is expected. The annual dividend is also 74 yen, an increase of 43 yen from the previous fiscal year, and the dividend is planned to increase drastically. The implementation of a share buyback of 500,000 shares, which is 2.44% of the number of issued shares, with an upper limit of 1 billion yen was also announced.
Mitsui Marine ＜6269＞: 2,830 yen (-490 yen)
The sharp decline continued. Stock sales of 21.908,400 shares and implementation of sales due to overallotment with an upper limit of 3.286,200 shares have been announced. The seller is Mitsui E&S, the largest shareholder holding 40.53%, and the shareholder ranking after sale is 3rd with a holding ratio of 8.47%. The sales price determination period is from the 22nd to the 28th. The impact on supply and demand due to large-scale sales implementation is being feared. Furthermore, the first quarter financial results, which were announced the day before, progressed well due to a drastic increase in profit.
Nitori HD ＜9843＞: 17910 yen (-3485 yen)
A sharp decline. Financial results for the fiscal year ended March 24 were announced the day before, and operating profit was 127.7 billion yen, falling below the market consensus of about 136 billion yen. Records of continuous profit increases etc. have also come to a standstill. The fiscal year ending 25/3 is expected to be 129.6 billion yen, an increase of 1.5% from the previous fiscal year, which is about 20 billion yen below the consensus. Cost increases such as setting up distribution centers also seem to resonate. The decline in premiums, which are companies that have continuously increased profits over a long period of time, is also in a form where negative feelings are intensified.
Isetan Mitsukoshi ＜3099＞: 2671 yen (+334.5 yen)
Significant continued growth. Financial results for the fiscal year ended March 24 were announced the day before, and operating profit was 54.4 billion yen, up 83.6% from the previous fiscal year, which greatly exceeded market expectations of about 51 billion yen. The fiscal year ending 25/3 is expected to be 64 billion yen, up 17.7% from the same period. This is also far above the consensus of about 57 billion yen. It also seems that effects such as structural reforms and CRM enhancements are expected to become apparent. In addition, it was announced that 8.5 million shares, which is 2.3% of the number of issued shares, will be implemented with an upper limit of 15 billion yen.
Sony G ＜6758＞: 13050 yen (+1085 yen)
Significant continued growth. Financial results for the fiscal year ended March 24 were announced the day before, and operating profit was 1,208.8 billion yen, almost at the level expected by the market. The fiscal year ending 25/3 is 1.275 billion yen, which is slightly below the forecast and consensus of a 5.5% increase from the previous fiscal year, but I&SS's drastic profit increase plan etc. are viewed positively. Also, it seems that 30 million shares, which is 2.46% of the number of issued shares, announcements of company stock buybacks with an upper limit of 250 billion yen, and medium-term plan numerical targets with an average annual growth rate of 10% or more excluding the financial sector are also viewed as buying materials.
Finatext＜4419＞: 1002 yen (+87 yen)
The price has been high since the beginning of the year. The operating profit and loss forecast for the fiscal year ending 25/3 has been announced as a surplus of 686 million yen, up 234.8% from the previous fiscal year. We anticipate the acquisition of new partners and expansion of services with existing partners in the financial infrastructure business, and an increase in the number of contracts for “Alterna Data” alternative data for institutional investors in the big data analysis business. Operating profit and loss for the fiscal year ended 2014/3 landed at a surplus of 204 million yen (deficit of 328 million yen in previous fiscal year results). Profit and loss of the financial infrastructure business improved, etc., and it turned into a surplus.
Stem Cell Research Institute (7096): 1,874 yen (+43 yen)
Significant backlash. It was announced that 25.00 yen (no dividend for the same period last year) will be implemented as a dividend commemorating the 25th anniversary of establishment at the end of the 2nd quarter of the fiscal year ending 25/3. This is the first dividend since establishment. There is no year-end dividend forecast, and it will be 25.00 yen per year. The operating profit forecast for the fiscal year ending 25/3 is 600 million yen, up 45.0% from the previous fiscal year. We will promote both digital and real marketing in the cell bank business, which is our main business. Operating profit for the fiscal year ended March 24 rose 39.1% to 413 million yen, making it a record high.
Flare ＜7062＞: 1117 yen (+150 yen)
A stop high has been added, and the year-to-date high has been updated. A medium-term management plan with an operating profit target of 2,001 billion yen for the fiscal year ending 27/3 has been announced. The operating profit forecast for the fiscal year ending 25/3 was 200 million yen, up 81.2% from the previous fiscal year. We anticipate a drastic increase in profit due to operational efficiency improvements in the massage direct management business and the establishment of bases for the institutional nursing service business. Operating profit for the fiscal year ended March 24 rose 647.5% to reach 110 million yen. The effects of the novel coronavirus infection have decreased, and the massage direct management business has remained steady.