Mitsubishi UFJ ＜8306＞: 1505 yen (-85.5 yen)
Continued decline. Financial results for the fiscal year ended March 24 were announced the day before, and net profit was 1,490.8 billion yen, up 33.5% from the previous fiscal year, up 33.5% from the previous fiscal year, surpassing the company plan by 1.3 trillion yen. The fiscal year ending 25/3 is expected to be 1.5 trillion yen, an increase of 0.6% from the previous fiscal year, which is almost at the expected market level. The annual dividend is planned to be 50 yen, an increase of 9 yen from the previous fiscal year. However, 80 million shares, which is 0.68% of the number of issued shares, and treasury stock acquisitions with an upper limit of 100 billion yen have been announced, but compared to the previous fiscal year results, it is at a low level, and it seems that it has led to sales materials.
Recruit HD ＜6098＞: 7532 yen (+466 yen)
Significant continued growth. Financial results for the fiscal year ending 24/3 were announced the day before, and operating profit was 402.5 billion yen, up 16.9% from the previous fiscal year, and a range of 3900-500 billion yen is planned for the fiscal year ending 25/3. The median range was 445 billion yen, up 10.6% from the previous fiscal year, slightly above the consensus level. As a capital policy, a policy to reduce net cash from 1.135.4 billion yen at the end of the fiscal year ending March 24 to 600 billion yen in the fiscal year ending 26/3 has been indicated, and expectations for aggressive shareholder return measures in the future are also ahead.
Orchestra ＜6533＞: 1149 yen car -
Stop buying at a high price. Financial results for the first quarter were announced the day before, and operating profit was 430 million yen, up 49.5% from the same period last year, and the progress rate against the unchanged full-year forecast of 1 billion yen and a 30.6% increase from the previous fiscal year is 43%. Profitability in the DX business improved drastically after structural reforms, and the DM business also bottomed out due to increased orders from existing and new customers, as well as an increase in advertising budgets for large customers. There seems to be a situation where expectations for a V-shaped recovery in earnings are rising even higher.
Resonac (4004): 3660 yen (-17 yen)
A fight. Financial results for the first quarter were announced the day before, and operating profit was 8.94 billion yen, turning into a surplus from a deficit of 9.21 billion yen in the same period last year. The first half of the year plan was revised upward to 14 billion yen on 4/16, but the progress rate is around 64%, and it seems that evaluations are increasing as a profit improvement above expectations. The recovery in sales volume etc. of semiconductor materials, which is the main force, seems to be driving the recovery in business performance. It is now a form where people are aware of things such as a slight increase in full-year forecasts.
Nomura Micro ＜6254＞: 5440 yen (-10 yen)
A fight. Financial results for the fiscal year ending 24/3 were announced the day before, and operating profit was 10.6 billion yen, up 62.6% from the previous fiscal year, and landed at the upward revised level announced on 4/23. Meanwhile, the fiscal year ending 25/3 is expected to be 12 billion yen, up 12.7% from the same period, and the annual dividend is planned to be 70 yen, an increase of 7.5 yen from the previous fiscal year after considering the stock split. Guidance for the current fiscal year seems to be close to market expectations, but while expectations for recovery in the semiconductor market are high, there is also a sense of exhaustion in response to the forecast that the profit rate of increase will slow.
Kudan ＜4425＞: 2138 yen (+214 yen)
Significant backlash. It has been announced that they have cooperated with the demonstration and development of platform-type autonomous mobility with major Japanese automobile manufacturers. The performance and implementation capabilities of Kudan's artificial perception technology attracted attention, and it is said that it was equipped with functions for map creation and self-position estimation and used for demonstration and development. The operating profit and loss forecast for the fiscal year ending 25/3 is in deficit of 430 million yen. The deficit is expected to shrink as customer commercialization and solutions progress. Operating profit and loss for the fiscal year ended 2014/3 landed at a deficit of 527 million yen (deficit of 598 million yen in previous fiscal year results).
GNI ＜2160＞: 2364 yen (-58 yen)
Significant backlash. Operating profit for the first quarter (January to March 24) of the fiscal year ending 24/12 was announced to be 2,283 billion yen, up 474.4% from the same period last year. In the pharmaceutical business, the fibrosis treatment drug Aisurui remained steady in the Chinese market. The full-year forecast remained unchanged at 16.286 billion yen, up 24.2% from the previous fiscal year. Also, in addition to preparing to apply for a market classification change to the Tokyo Stock Exchange Prime Market, it has been clarified that they have formed a business alliance with Governance Partners (Minato-ku, Tokyo) for investment fund recruitment/management.
Headwater ＜4011＞: 13300 yen (+940 yen)
A significant increase of 3 days. Operating profit for the first quarter (January to March 24) of the fiscal year ending 24/12 was announced to be 132 million yen, up 115.9% from the same period last year. AI integration services grew due to the growth of generative AI projects and the expansion of sales of edge AI projects. Product services were also able to stably acquire inquiries and referral projects from new customers, which contributed to a doubling of profits. The full-year forecast remained unchanged at 226 million yen, up 138.3% from the previous fiscal year. The progress rate has reached 58.4%.