Japan KFC ＜9873＞: 6400 yen car -
Stop buying at a high price. The US investment fund Carlyle Group has announced that it will acquire the company. The acquisition amount is about 130 billion yen, and in addition to TOB, it seems that the plan is to buy shares from major shareholders such as Mitsubishi Corporation and make it a wholly owned subsidiary around September. The TOB price is 6,500 yen per share, and the premium over the previous day's closing price is about 20%. The TOB period is from 5/21 to 7/9. The company supports TOB, and it is a development aimed at moving towards TOB prices.
Millers HD (8897): 498 yen (-86 yen)
A sharp decline. It has announced the implementation of sales through a public offering of 16 million shares, treasury stock disposal of 6 million shares, and overallotment with an upper limit of 3.3 million shares. The number of shares combined from the public offering, treasury stock disposal, and sales is 25.3 million shares, which is at the level of about 23% of the number of issued shares excluding treasury stock. There seems to be a situation where dilution of stock values is feared. Furthermore, it seems that the funds raised will be used as investment and loan funds for consolidated subsidiaries, and the acquisition and development of solar power generation facilities are planned.
Sompo (8630): 2990 yen (-142 yen)
The sharp decline continued. Financial results for the fiscal year ending 24/3 were announced the day before, and net profit was 416.1 billion yen, up from the previous plan of 324 billion yen, while profit for the fiscal year ending 25/3 is 230 billion yen, which is expected to decrease 44.7%. Assume an increase in insurance claims and expenses, an increase in natural disaster reserves, and a decrease in transient profits. The annual dividend is planned to be 112 yen, an increase of 12 yen from the previous fiscal year after taking stock splits into account. We announced the implementation of treasury stock acquisitions of 40 million shares, which is 4.04% of the number of issued shares, with an upper limit of 77 billion yen. The relative weakness of guidance can be viewed negatively.
Tokio Marine ＜8766＞: 5196 yen (+229 yen)
Significant continued growth. Financial results for the fiscal year ending 2014/3 were announced the day before, and net profit was 695.8 billion yen, up 85.7% from the previous fiscal year, up 670 billion yen from the previous plan. The fiscal year ending 25/3 is expected to be 870 billion yen, an increase of 25.0% from the same period. The annual dividend is planned to be 159 yen, an increase of 36 yen from the previous fiscal year. In addition, it was announced that it will acquire 60 million shares, which is 3.0% of the number of issued shares, and treasury stock up to 100 billion yen. Policy stock sales policies that reduce policy holdings to zero by the end of fiscal year 2029 are also viewed positively.
MS&AD ＜8725＞: 3191 yen (+423.5 yen)
Massive backlash. Financial results for the fiscal year ending 24/3 were announced the day before, and net profit was 369.3 billion yen, an increase of 75.0% from the previous fiscal year, which surpassed the previous plan of 350 billion yen. For the fiscal year ending 25/3, we are planning a significant increase of 65.2% from the same period at 610 billion yen, and it is also at a level that exceeds consensus. An annual dividend of 145 yen is planned, and dividends will be increased by 55 yen compared to the previous fiscal year after considering the stock split. Furthermore, 130 million shares, which is 8.2% of the number of issued shares, and share buybacks with an upper limit of 190 billion yen were announced, and there was also a surprise at the size of the acquisition level.
QPS Research Institute ＜5595＞: 3360 yen (+185 yen)
Continued significant growth. It has been announced that it has received a new order from the Ministry of Defense for the launch of a satellite for advance demonstration of common key technology necessary for the utilization of the space domain. The order amount is 1,565 billion yen (excluding tax), and the delivery date is in the fiscal year ending 28/5. It is a “satellite prototype for advance demonstration of common key technology necessary for the utilization of the outer space domain” announced on March 1, and a new order was received to carry out the launch of the technology demonstration satellite and associated support. Specific details are not disclosed due to the need to protect trade secrets against order recipients.
Ecomot ＜3987＞: 454 yen (-2 yen)
After high in the morning, turn off the value. It has been announced that cooperation between the civil engineering construction management system “EX-TREND Musashi” provided by Fukui Computer (Sakai City, Fukui Prefecture), which is under the umbrella of Fukui Computer Holdings ＜9790＞, and the in-house group's reinforcement inspection AR system “BAIAS” will begin on the 22nd. Measured values of rebars obtained by BAIAS can be imported into EX-TREND Musashi's finished shape management program and outputted as a finished form management chart that can be electronically delivered to the Ministry of Land, Infrastructure, Transport and Tourism, etc.
Cybersecurity ＜4493＞: 2,482 yen (+27 yen)
First rebound in 5 days. It has been announced that it has begun providing a cloud-based WAAP (Web Application and API Protection) service, which is the first domestic security manufacturer. WAAP is a security service that is regarded as the next generation version of a cloud-based WAF (web application firewall), and it is said that it combines the three elements of API protection, bot management, and DDoS countermeasures with conventional WAF functions.