＜6125＞ Okamoto Koki 5150 +305
Significant continued growth. A capital and business alliance with Mitsui & Co., Ltd. has been announced. A third-party allotment of shares was implemented for Mitsui & Co., and Mitsui & Co., Ltd. became the largest shareholder holding 29.71%. In addition to semiconductor-related equipment and machine tool businesses, partnerships in human resource strategies and corporate functions will also be carried out. It is at a high level with a dilution rate of 42.09% due to capital increases, but beyond that, effects such as strengthening sales power associated with partnership effects are expected.
＜8771＞ E Guarantee 1376 +56
Massive backlash. An interview with the president was reported about the policy of raising operating profit to 10 billion yen, which is double the previous fiscal year's results, around the fiscal year ending 28/3. While inquiries for the main accounts receivable guarantee service are intensifying, it seems that there are plans to increase the number of customers by increasing sales personnel and strengthening cooperation with financial institutions. Also, while maintaining a dividend payout ratio of 50% or more, additional shareholder returns through share buybacks are also being considered. Recently, the stock price adjustment pitch has accelerated, making it a rebound material.
＜1514＞ Sumiseki HD 1549 -220
Plummeting. It became clear in an extraordinary report submitted the day before that Aso raised its ownership ratio to 50.01% and became the company's parent company. The company announced a capital and business alliance with Aso on 5/15, and Aso aimed to increase the voting rights holding ratio of 50.0% to 60.0% or less by acquiring the company's shares within the market. Expectations were also raised for short-term supply-demand boosting effects, etc., but with the completion of acquisitions of over 50.0%, people are aware of a strange decline in supply and demand in the future.
＜6223＞ Seibu Giken 1582 +63
Significant continued growth. Seibu Giken America, a consolidated subsidiary, announced that it has received an order for a large-scale project for a lithium-ion battery manufacturing plant for EVs. It seems that the delivery results of Gunmyeong Engineering Co., Ltd., which is a capital partner, in the US and the global delivery record of desiccant dehumidifiers manufactured by the same company were highly evaluated. The order was received for a dry room desiccant dehumidifier designed and constructed by Gunmyeong for the new US plant of a major Korean automobile and in-vehicle battery manufacturer. The order amount was approximately 2.9 billion yen.
＜2938＞ Okamura Foods Industry 3025 +278
rapid expansion. The introduction of a shareholder benefit system was announced the day before, which seems to have led to purchasing materials. Shareholders with 100 shares or more as of the end of June will be presented with food farmed or processed by the company, and it seems that it will generally be a product worth 5,000 yen. It is a development where people are aware of an increase in dividends and preferential yields. It is planned that the preferential treatment system will continue from next fiscal year onwards, but it seems that the details of preferential treatment and others will be examined again.
＜6489＞ Maezawa Takumi 1342 +120
Significant continued growth. An upward revision of earnings for the fiscal year ending 24/5 was announced the day before. Ordinary profit was raised from the previous forecast of 3.7 billion yen to 4.8 billion yen, an increase of 43.5% from the previous fiscal year. There were upward expectations from the situation up to the 3rd quarter, but the range of revisions seems to have been greater than expected. It seems that it will also be a high opportunity for the first time in 28 terms. In addition to profit margin improvements and cost reduction efforts, cost reductions in retirement benefit accounting etc. are factors in upward revisions.
＜3401＞ Teijin 1550 +145
rapid expansion. The materials of the Annual General Meeting of Shareholders have been disclosed today, and it has become clear that Oasis Japan Strategic Fund is the 7th largest shareholder with 2.49% in the situation of major shareholders. It is Oasis Management's Japanese stock investment fund known as a talkative shareholder, and it seems that pressure on stock price level correction measures, etc. which are currently well below PBR 1 times will increase.
＜4552＞ JCR Pharma 575 -11
The sharp decline continued. Nomura Securities downgraded investment decisions from “buy” to “neutral,” and the target stock price was also lowered from 1800 yen to 600 yen. It is clearly stated that overseas development of new drugs will shift to a system carried out in-house, and it seems that they have determined that the accuracy of deriving new drugs has decreased. Earnings forecasts have been revised downward by anticipating a decrease in contract fee income, etc. It seems that the number of catalysts affecting stock prices will decrease for some time to come.
＜7780＞ Menicon 1366 +77
Massive backlash. Ichiyoshi Securities continues to have a fair value of 2,100 yen, and the rating has been raised from “B” to “A”. The background is that valuation adjustments have progressed due to falling stock prices, and it is thought that the supply capacity situation, which had a sense of blockage, will gradually be resolved as new factories and equipment enhancements at home and abroad will progress in the future. Since the stock price had declined one step from the low price rivalry to the day before, it led to a form that led to cool buying material.
＜6146＞ Disco 62260 +4590
Significant continued growth. In the notable US NVIDIA financial results for the fiscal year ending February 4, sales were 3.6 times compared to the same period last year, and EPS was 5.6 times higher, respectively, significantly exceeding market expectations. Also, the sales plan for the May-July fiscal year is at a level that exceeds market expectations. Since NVIDIA announced good financial results that further exceeded the consensus, which had raised expectations, NVIDIA was drastically high by about 6% outside of hours. Domestic semiconductor-related products were also the first to be purchased, and in particular, attention to the company was raised as generative AI semiconductor-related.