<4921> Fancl 2774.5 + 490.

Rapidly rising. News of the TOB by Kirin HD led to a stop high buyout sentiment last weekend. Last weekend, Kirin HD announced the implementation of a tender offer scheme aimed at the complete acquisition of the company, and the company has expressed its agreement. The TOB price is 2690 yen, which represents a premium of 17.8% over the last weekend closing price and 42.7% over the 13th closing price. The period of the tender offer is from June 17th to July 29th. It is currently being bought up to a level that exceeds the TOB price.

<4666> Park 24 1498 -154.

Fell sharply. Last weekend, the first half financial results were announced, with operating profit of 16.7 billion yen, up 10.3% from the same period last year, exceeding the previous plan of 15.5 billion yen and also exceeding market expectations by about 500 million yen. Domestic parking lots and mobility are showing better-than-expected trends. The full-year plan of 35 billion yen, up 9.4% from the previous year, was left untouched. Although it is positive, it did not come as a surprise, and the movement is perceived as having reached its limit in the context of a deterioration in sentiment. It seems that the slump in overseas business, such as in Australia, is also being viewed negatively.

<6966> Mitsui Hi-tech 6278 -533.

Fell sharply to a new low for the year. Last weekend, the first quarter financial results were announced, with operating profit of 3.97 billion yen, up 3.9% from the same period last year, but the progress rate for the full-year plan of 21 billion yen, up 15.9% from the previous year, remained at 18.9%, and negative movements seem to be dominant. Although the electric and electronic parts business has increased sales due to an increase in orders for existing products and the start of production of new products, it has also decreased profits due to an increase in depreciation costs due to prior investments.

<9603> H.I.S. 1685 -126.

Fell sharply. The first-half financial results were announced last weekend, with operating profit of 5.76 billion yen, a turnaround from a loss of 9.12 billion yen in the same period last year and significantly exceeding the previous plan of 3.3 billion yen. Market consensus is also believed to have exceeded by around 1.5 billion yen. However, the full-year forecast has been revised upward from 10 billion yen to 11 billion yen, but in reality, it has taken the form of a downward revision in the second half. This is likely due to the delay in the recovery of overseas summer travel, and negative movements seem to be strong.

<9279> GiftHD 2626 -350.

Fell sharply. The first-half financial results were announced last weekend, with operating profit of 1.55 billion yen, an increase of 51.3% from the same period last year, and the full-year forecast was revised upward from the previous 2.7 billion yen to 3 billion yen. It seems that the average monthly sales of directly-operated stores in the country have reached an all-time high due to the positive effects of aggressive store openings and continuous efforts to improve store QSCA. However, as the performance exceeded expectations even from the good progress in the first quarter, the margin of increase in profit was relatively small, leading to a feeling of saturation.

<3843> FB 1187 -172.

Fell sharply. The financial results for the fiscal year ending in April 2024 were announced last weekend, with operating profit of 5.89 billion yen, up 46.9% from the previous year, and on a base that excludes the impact of the changes in the accounting period of subsidiary companies, the profit was 5.49 billion yen, up 37.0% from the same period last year. It landed at almost the same level as the upwardly revised value in April. On the other hand, the forecast for the fiscal year ending in April 2025 is 5.7 billion yen, down 3.2% from the previous year, and on a base that excludes the impact of changes in the accounting period, it is expected to increase 3.8% over the previous year. Although the plan is to implement proactive investments, negative movements seem to be prevailing due to concerns about the slowing growth of profits.

<7033> MSOL 1405 -400. A proportionate distribution of the stop limit.

The first-half financial results were announced last weekend, with operating income of 850 million yen, up 5.5% from the same period last year, and the full-year forecast was revised downward from the previous 3.5 billion yen to 2.7 billion yen. It was a negative surprise to see the slowdown in earnings in the second quarter, and the downward revision for the whole year. They plan to adjust recruitment plans, utilization rates, and partner ratios from the second half onwards, taking into account the impact on personnel management due to the intensifying competition for talent and the rapid expansion of the organization. The annual dividend was increased from 18 yen to 30 yen.

<7238> Akebono Brake 156 +30.

Sharp rise. Refinancing funds have been borrowed and supporting debt has been fully repaid as well as the end of the business recovery plan period, which was announced last weekend. We have signed a loan agreement for 32 billion yen in refinancing funds arranged by Deutsche Bank Tokyo Branch and are scheduled to repay the existing borrowing balance by June 30 using these funds. By repaying the borrowing amount in a lump sum, it was determined that there were no events or situations that raised significant doubts about the premise of the continuing operation, and the risk notation was also resolved.

<7034> Proledo 721 +100

Reached the limit up. The operating profit improved from a loss of 370 million yen in the same period last year to a profit of 270 million yen in the first half of the previous day's announcement. The profit has also improved by 220 million yen to 270 million yen in the second quarter of April to June. Consultancy fees based on results are progressing as planned, and fixed-fee consulting is showing more progress than planned. While revenue is biased toward the first half of the year due to the timing of recruitment costs, the full-year forecast remains unchanged, but there is a growing view that the expected loss of 920 million yen could be exceeded.

<5950> Powerfast 171 +50

Stop high proportional allocation. For the June mid-term end dividend, which was not previously scheduled to receive any dividend, it has been announced that a dividend of 20 yen will be paid, as part of a shareholder return policy to celebrate the 60th anniversary of its founding on April 21. It seems that there is a trend of increased movement for dividend rights. The annual dividend is now 22.5 yen, an increase of 20 yen from the previous year, and the dividend yield based on last weekend's closing price is as high as 18.6%.