Okano Baru <6492>.

Revised its financial estimates for the fiscal year ending November 2024. Revenue was revised upward from 7.243 billion yen to 7.506 billion yen, and operating profit was revised upward from 492 million yen to 880 million yen. This is due to the early construction work for the restart of Unit 2 at the Shimane nuclear power plant, as well as the favorable sales of replacement components for thermal and nuclear power plants. In addition, inspection work has increased at the Joetsu thermal power plant and the Nanao Ohta thermal power plant due to the Noto Peninsula earthquake, leading to higher-than-expected initial estimates.

Taiyo Yuden <6976>

Continuing the trend of rebound from the bottom of 3,117 yen on May 16, the rising pace has accelerated since the breakthrough of the 200-day moving average. On June 18, it suddenly rose to 4,254 yen, leaving a long upper shadow, which is a level where profit-taking is likely to occur, but it finally turned the long-term adjustment trend. In the short term, the return high of 4,447 yen in September last year is likely to be the focus of attention.