Toho <8142>: 3,475 yen (+ 345 yen).
Significant rebound. The first quarter financial results were announced the previous day, and operating profit increased by 32.0% year-on-year to 2.01 billion yen. Although the plan for the first half and the full year is both for a decline in operating profit, it seems to be a suitable situation where it has been perceived as superior to expected. The sales to the restaurant industry are steady due to an increase in inbound demand, and it seems that the expansion of existing customers' shares and new development have been successful. Cost control effects also contribute to profit growth. There is a strong expectation of significant business performance improvement.
Tansei-sha <9743>: 943 yen (+ 79 yen).
Significant increase. The first quarter financial results were announced the previous day, and operating profit increased significantly by 87.2% year-on-year to 1.5 billion yen. The progress rate for the full year plan of 4 billion yen is at a high level of 37% compared to a 3.0% increase from the previous year. Demand is recovering due to corporate promotional investment, etc., and profitability seems to be increasing due to order-taking activities focusing on profitability. The order backlog is also significantly expanding, and there is a situation where the expectation of an upward revision of the full-year performance is increasing.
Wscoope <6619>: 571 yen (+ 80 yen).
Limit up. The first quarter financial results were announced the previous day, and ordinary income decreased by 54.4% to 940 million yen, but the situation exceeded the full-year plan of 800 million yen, a decrease of 82.6% from the previous year. Operating profit was on track as expected, but off-balance-sheet income has grown beyond expectations by recording an exchange gain of about 460 million yen. Regarding ordinary income and net income, there is a situation where significant upward revision can be expected, and there is a dominant movement to reevaluate from the low price range.
Leed <6982>: 693 yen K-
Indications of limit-up buying. It was announced the previous day that it will receive an order for the production of multiple exterior parts for the Toyota Land Cruiser "250" and start mass production. It seems to be the first large order other than SUBARU cars. There is an expectation that it will lead to medium-term business expansion. In addition, it is expected that there will be a positive impact on the deployment of anneal-less technology in the future.
FANCL <4921>: 2,284.5 yen K-
Indications of limit-up buying. It has been reported that Kirin Holdings, which currently owns 33%, will conduct a TOB with the aim of becoming a fully-owned subsidiary by the end of the year. It is expected that a premium of 30% will be added to the previous day's closing price of 1,884.5 yen. The company has also announced that "consideration is a fact". There is a dominant movement to incorporate the TOB premium. Kirin HD is currently experiencing some selling pressure.
MacbeeP <7095>: 2,846 yen (-684 yen).
Updating this year's low, temporarily limited down. Sales for the year ending April 24 were 39.405 billion yen (an increase of 101.2% from the previous year), operating profit was 3.67 billion yen (an increase of 69.7%) and net profit was ¥2.282 billion (an increase of 45.7%). However, regarding the outlook for the year ending April 25, although a significant increase in sales and profits is expected due to the expansion of the LTV marketing market, it seems that sales except for sales, such as the company's plan to invest up to 500 million yen in PR-related investments, were disclosed in a range format, and the year-end dividend for the previous period was not paid, leading to disappointment selling.
Sharp decline. Financial results for the third quarter of the 24th year ending July were announced after trading on the 13th. Cumulative sales for the quarter decreased by 5.6% year-on-year to 5.808 billion yen and operating profit fell by 49.4% to 230 million yen. In addition, it became apparent that the productivity of new hires after deployment in the field is sluggish, and as a result, the expected number of projects to be created during this period will decrease, leading to a downward revision of the full-year operating profit from the previous forecast of 630 million yen to 205 million yen (compared to the previous year's 569 million yen), resulting in a 64.0% decline in profits.
Large-lot buying indications of limit-up. Please order at "TOYOTA Land Cruiser 250" for multiple exterior parts and start mass production, it was announced yesterday. It seems that it is the first large-lot order other than the SUBARU car. There is an expectation that it will lead to medium-term business expansion. In addition, it is expected that there will be a positive impact on the deployment of anneal-less technology in the future.
Suma Reji <4431>: 2,166 yen (+ 66 yen).
Continuing its rise, revenue for the fiscal year ending April 2024 increased 41.8% year-over-year to JPY 8.385 billion, with operating profit up 94.1% to JPY 1.735 billion and net profit up 36.7% to JPY 1.212 billion. For the fiscal year ending April 2025, the basic strategy is to expand the number of customers and customer unit prices, focusing on new customer acquisition for the cloud-based POS service "Smart Regi", and sales are expected to increase 27.5% year-over-year to JPY 10.688 billion, with operating profit up 17.2% to JPY 2.033 billion and net profit up 16.6% to JPY 1.414 billion. These estimates are driving positive sentiment and buying interest.