＜4221＞ Okura Takumi 2849 +74
Massive backlash. Sales of 1,029,700 shares and implementation of sales due to overallotment with an upper limit of 154,400 shares were announced. Multiple financial institutions with major shareholders become sellers. The sale price will be decided between July 1st and 4th. Meanwhile, from the viewpoint of mitigating the impact on supply and demand, it was also announced that 1.2 million shares, which is 9.92% of the number of issued shares, and treasury stock acquisition with an upper limit of 2.5 billion yen. Others are wary of a memorized deterioration in supply and demand, but the increase in value per share is viewed positively.
＜9160＞ Novarese 321 +25
Massive backlash. Polaris No. 3 Investment Limited Partnership, the largest shareholder, and TIARA CG PRIVATE EQUITY FUND 2013, L.P., the second-largest shareholder, announced that they will transfer part of their shares to TKP in a relative transaction. Related to this, a capital and business alliance agreement was concluded between the company and TKP, and TKP became the largest shareholder holding 33.00%. Expectations for synergy effects are ahead, such as collaboration in property information and collaboration in building/space restoration projects.
＜3391 ＞ Tsuruha HD 9289 +249
Massive backlash. Financial results for the fiscal year ending 24/5 were announced last weekend, and operating profit was 49.2 billion yen, up 8.0% from the previous fiscal year, slightly higher than market expectations. Meanwhile, the fiscal year ending 25/5 is expected to be 53.5 billion yen, up 8.7% from the same period. It is at a level where consensus can be shaken by about 2 billion yen, and it seems that a positive response takes precedence. A steady trend in existing store sales and an increase in gross profit margin are assumed. Also, it seems that there was no additional information regarding the integration with Welcia.
＜7860＞ Avex 1256 +54
Massive backlash. An upward revision of earnings for the fiscal year ending 25/3 was announced last weekend. Operating income remained unchanged from the previous forecast of 2 billion yen, an increase of 58.1% from the previous fiscal year, but net profit was revised upward from 3.3 billion yen to 4.5 billion yen, 4.6 times the same level. Since THINKR, which is a subsidiary, carries out a third-party allotment of shares, it seems that 1.9 billion yen of equity fluctuation profits, etc. associated with the third-party allotment of shares will be recorded as special income. Since stock prices were in the low range, the development led to a review movement.
＜2317＞ Cystena 316 +18
Significant continuous growth. Monthly trends for May, which were announced last weekend, are used as purchasing materials. Single-month sales increased 11.4% from the same month last year, and operating profit increased 46.0% from the same month. The previous month was a 6.0% increase and a 33.5% increase, respectively. The next-generation mobility business saw a significant increase in sales and profit, and the solution design business also saw a significant increase in profit. Cumulative operating profit is seen as a trend that exceeds the range of a 40% increase from the same period last year and an increase of 12.5% to 8.1%, which is the company plan for the full year.
＜9468＞ Kadokawa 2747.5 -239.5
A sharp decline. It is a report for paid members by some media, and it seems that a message from a person claiming to be the culprit is posted regarding cyber attacks, including ransomware, against the company group. It seems that there was a demand for a ransom, etc., and it seems that it is once again viewed negatively. Furthermore, the company is strongly protesting against the media as reports that could promote future cyber attacks on society as a whole.
＜5698＞ ENVIPRO HD 483 -41
The sharp decline continued. A downward revision of earnings and dividend forecasts was announced last weekend. Net profit for the fiscal year ending 24/6 has been revised downward from the previous forecast of 1.21 billion yen to 300 million yen, assuming that an extraordinary loss of 857 million yen, such as underreported tax and overdue tax, is recorded for the subsidiary NEWSCON. Sales, ordinary income, etc. remain unchanged from previous forecasts. Due to the decline in net profit, the annual dividend was also revised downward from the previous plan of 14 yen to 3 yen, a decrease of 11 yen from the previous fiscal year.
＜9416＞ Vision 1218 +76
Significant continued growth. An upward revision of earnings forecasts was announced last weekend. Operating income for the first half of the year was raised from the previous forecast of 2.26 billion yen to 2.71 billion yen, and from 5.25 billion yen to 5.71 billion yen for the full year, respectively. It also appears that improvements in gross profit margins are progressing. However, due to delays in the recovery in overseas travel demand from Japanese people, the second half plan has remained virtually unchanged. It will be the first payment this fiscal year, and the annual dividend has also been raised from the previous plan of 25 yen to 27 yen.
＜3738＞ T-GAIA 2365 +400
Stops are highly proportional. Although no clear purchase materials have surfaced, it seems that heightened speculation about restructuring is in the background. Sumitomo Corporation, the company's largest shareholder, held a general shareholders' meeting last weekend, and the CFO also stated that they “have a strong sense of the problem” that stock prices are inferior compared to other trading companies. Also, although unconfirmed, it seems that there are observations in some overseas media that Sumitomo Corporation is in negotiations to sell its holdings.
＜4369＞ TRI-CHEMICAL 4420 +290
Massive backlash. At Morgan Stanley MUFG Securities, the investment decision was raised from “equal weight” to “overload,” and the target stock price was also raised from 4600 yen to 5700 yen. It is said that the accuracy of business expansion since the 2nd quarter of the fiscal year ending 25/1 has increased. Also, it was analyzed that attractiveness as an investment target increased due to the fall in stock prices after the first quarter settlement. Operating income for the fiscal year ending 25/1 was revised upward from 3.4 billion yen to 3.64 billion yen, and from 5.06 billion yen to 5.6 billion yen for the fiscal year ending 26/1, respectively.