Ohsho Food ＜9936＞: 8780 yen (+480 yen)
Massive backlash. It was announced that a 1:3 stock split will be implemented with 9/30 as the reference date, and since the stock price level per unit is high, it seems likely that expectations of improved liquidity due to the implementation of the split will increase. Also, shareholder benefits for shareholders at the end of March and the end of September will be substantially expanded by continuing to present preferential vouchers worth 2000 yen to shareholders of 100 shares or more even after the split.
Fuji Electric ＜6504＞: 8925 yen (-999 yen)
A sharp decline. The mid-term plan for fiscal year 26 was announced the day before. An operating profit target of 140 billion yen etc. for the final year has been set, but the view that the growth rate remains slightly limited from results of 106.1 billion yen etc. for the fiscal year ending 24/3 seems to prevail. As a financial capital strategy, 90% of the estimated cash flow of 560 billion yen is allocated to growth investments. Shareholder returns are 83 billion yen, and it seems that the dividend payout ratio is 30% as a guide.
Shiseido ＜4911＞: 5042 yen (+227 yen)
Significant continued growth. Mizuho Securities has upgraded investment decisions from “neutral” to “buy,” and the target stock price has also been raised from 4200 yen to 6000 yen. Recovery in regions such as Japan, China, and TR has been seen, and it is evaluated that global cost structure reform effects etc. have progressed more than expected, and that a reversal in performance has finally come into view. Operating profit for the fiscal year ending 12/24 is expected to be 62.8 billion yen, which exceeds the company plan of 55 billion yen, an increase of 57.8% from the previous fiscal year.
DIC: 3333 yen (+162 yen)
Significant continued growth. Nomura Securities has upgraded investment decisions from “neutral” to “buy,” and the target stock price has also been raised from 3000 yen to 3700 yen. There is a possibility that competitors' supply capacity, sales power, etc. in the ink market have declined due to personnel cuts, and market share is continuously expanding in Europe, where market share is high, and it seems that it is determined that future profit growth is possible even for ink alone. The medium-term earnings forecast has been revised upward, and operating profit for the fiscal year ending 26/12 has been raised from the previous forecast of 33.4 billion yen to 40.6 billion yen.
Goodcom A ＜3475＞: 676 yen (-115 yen)
It continued to drop drastically for 4 days. A downward revision of the first half earnings forecast was announced the day before. Operating profit was lowered to 870 million yen from the previous forecast of 1.26 billion yen, down 32.2% from the same period last year. The selection of sales destinations and the conclusion of sales contracts are progressing as expected, but it seems that they have decided not to limit sales to the 2nd quarter in order to focus on sales under more favorable conditions. Since the sales recording period is the main reason, the full-year forecast has been left unchanged, but the sense of uncertainty about the rapid recovery forecast seems to intensify slightly.
Anges ＜4563＞: 49 yen (+3 yen)
Significantly higher. It has been announced that the release date of the progeria remedy “Zokinvi” (rare disease drug) has been decided on the 27th. It was included in drug price standards on 4/17. Zokinvi is a treatment for Hutchinson Gilford progeria syndrome (HGPS) and progeroid laminopathy (PL) with poor processing in progeria. It was sold with approval in the US in 20/11, and has also been approved in Europe and the UK. Anges has acquired exclusive sales rights in Japan.
AI ＜4388＞: 861 yen (+150 yen)
Stop height. It has been announced that a speech synthesis solution “input streaming speech synthesis API,” which enables speech to be started at high speed in cooperation with generative AI, has been newly developed and adopted in Miibo (Shibuya-ku, Tokyo)'s conversational AI construction platform. The solution supports streaming output (a format in which generated sentences are sequentially answered for each token) of generated AI, and text tokens can be sequentially inputted to the speech synthesis API. Sales are scheduled to begin in the first half of '24.
Caster ＜9331＞: 1,520 yen (+300 yen)
The stop is high. It has been announced that a basic agreement will be concluded with Oltz (Minato-ku, Tokyo), which researches and develops personal artificial intelligence, etc. in a joint venture with product development and service operation utilizing generative AI as the main content. The investment ratio is 100% for casters, and the date of establishment is scheduled for 9/1. By combining knowledge related to product development that assumes full remote work for casters with AI element technology possessed by Ortz, we will develop businesses that respond to labor shortages, etc.