Paul HD <3657>: 486 yen (+26 yen).
Significant increase. The first quarter financial results were announced last weekend, with an operating loss of 120 million yen, a deterioration of 420 million yen from the same period last year. However, the loss has been reduced from the previous quarter's 270 million yen. The company's initial plan expected an expansion of losses compared to the previous quarter. The situation is expected to bottom out and the first half to exceed expectations. This is leading to a revision of the stock price, which has been in a low range.
Sun Electronics <6736>: 4290 yen (+600 yen). Significant increase. Today's notice revealed that U.S. investment company TrueWind Capital will conduct a tender offer. The tender offer price is 4400 yen, with a premium of about 19% compared to last weekend's closing price. The planned purchase number is 4,239,500 shares, with a lower limit of 3,793,400 shares, and the ownership ratio after the tender offer is expected to be 19%. The tender offer period is from June 10 to December 31. It seems that the purpose is to support the improvement of long-term corporate value and stock price through dialogue with management and to obtain capital gains and dividends.
Vestella <1433>: 1010 yen (+71 yen). Significant increase. The first quarter financial results were released last weekend. Operating profit was 20 million yen, an improvement of 50 million yen from the same period last year, and the full-year plan was revised upward from the previous 420 million yen to 500 million yen, twice the previous period. The order situation is at record highs, and the upward trend in scrap trading is also contributing to profit growth. In addition, changing the shareholder return policy to introduce a progressive dividend is also positive.
CIC <9692>: 2070 yen (+279 yen). Significant increase. The company announced the implementation of a share buyback of up to 20 million shares, which is 5.95% of the issued shares, and up to 3 billion yen. The purchase period is from June 10 to December 31. The plan is to cancel all shares acquired. The purpose of acquiring shares is to improve capital efficiency and expand returns to shareholders. Expectations for current supply and demand are leading to a high level of self-share repurchase. In addition, the first quarter financial results released at the same time showed an operating profit of 1.92 billion yen, up 4.2% from the same period last year, and a good start to the increase in profits.
Kanamoto <9678>: 2939 yen (+374 yen). Significant rebound. The first half results were announced last weekend, with operating profit of 6.19 billion yen, up 16.2% from the same period last year, exceeding the previous estimate of 5.9 billion yen. The first quarter was a decline with an operating profit of 2.99 billion yen, down 3.6% from the same period last year, so the positive view that the profit improvement for April to June exceeded expectations is dominant. The full-year plan is the same at 14.1 billion yen, but there is a possibility of an upward revision of 17.9% compared to the previous year, as well as a recovery in rental demand for construction machinery.
Trace OP <6696>: 623 yen (-63 yen).
Kuradashi <5884>: 310 yen (no change). There is a high possibility of a limit-up buying trend. The company announced the introduction of a shareholder benefit program after the close on the 7th. The purpose is to deepen understanding of the business that contributes to society, such as food loss and shopping, through shopping at Kuradashi, a social good market service provided by the company, and to become fans of the company. Shareholders who own 100 shares (1 unit) at the end of June each year are eligible to receive Kuradashi Gift, a gift card available at Kuradashi (with a value of 2,000 to 4,000 yen depending on the number of shares held).
gumi <3903>: 336 yen (-10 yen). Significant decline. The final loss for the fiscal year ending in 2024 was 5.934 billion yen. The company suffered a significant operating loss due to the poor performance of "AsterTactics" in the mobile online game business, as well as a one-time charge for expenses already incurred and to be billed to partner companies due to the decision to discontinue development of the original titles under development. In addition, the interim lump-sum dividend, which had been undecided, was withheld, and the annual dividend for this fiscal year is also undecided. The performance outlook for the fiscal year ending in 2025 was not disclosed.
The stock rebounded significantly. Last weekend, the company announced its first-half results, with operating profit increasing by 16.2% YoY to 6.19 billion yen, exceeding the previous estimate of 5.9 billion yen. Since the first quarter had a decline of 3.6% YoY with a profit of 2.99 billion yen, there is a strong positive sentiment for the improvement of profits in the April-June quarter. The full-year plan remains unchanged at 14.1 billion yen, with potential for an upward revision of 17.9% YoY. The rental demand for construction machinery is said to be recovering firmly.
Trace OP <6696>: 623 yen (-63 yen).
Significant decline. For the first quarter of the January 25th term, the ordinary loss is 8 million yen, and the deficit has narrowed (the same period last year was a deficit of 20 million yen). In the TRaaS business, we are actively promoting business with strategic sales partners, mainly focusing on SaaS monthly subscription-based businesses targeting retail stores, and the order-type product business is steadily progressing with STB projects. It was said that the order of system development projects is steadily progressing in technical service businesses, but disappointment sales due to the time required for business model transformation are leading.
Kuradashi <5884>: 310 yen, buy signal for limit up price.
The stock is showing a limit up buy signal after the company announced its shareholder benefits program after market close on the 7th. The aim is to deepen understanding of social contribution through food loss issues and business that contribute to society by getting more people to become fans of the company via shopping on their social good market "Kuradashi". The company will give Kuradashi Gift (worth 2000-4000 yen depending on the number of shares held) that can be used on Kuradashi every year to shareholders who hold 100 shares (1 unit) at the end of June.
Gumi <3903>: 336 yen (-10 yen), significant decline. The final profit and loss for the fiscal year ending April 2024 deteriorated to a deficit of 5.934 billion yen. Revenue losses from the mobile online game business, particularly from Aster Tatari Kusu, were bigger than anticipated, leading to significant operating losses, as well as one-time expenses due to the decision to cancel development of an original title in production. Already incurred expenses are expected to be borne by partners. In addition, the dividend payment for the end of the previous fiscal year, which had not been previously determined, was cancelled and the annual dividend for the current fiscal year is also undetermined. The FY 2025 earnings forecast was not disclosed.
The stock plummeted. The final profit and loss for the fiscal year ending April 24th, 2022 deteriorated to a deficit of 5.934 billion yen. Revenue losses from the mobile online game business, particularly from Aster Tatari Kusu, were bigger than anticipated, leading to significant operating losses, as well as one-time expenses due to the decision to cancel development of an original title in production. Already incurred expenses are expected to be borne by partners. In addition, the dividend payment for the end of the previous fiscal year, which had not been previously determined, was cancelled and the annual dividend for the current fiscal year is also undetermined. The FY 2025 earnings forecast was not disclosed.