<7624> NaITO fell sharply by 9 points.

It fell sharply. The company reported its Q1 earnings the previous day, with an operating loss of 10 million yen, deteriorating by 130 million yen YoY. The full-year plan is unchanged at 900 million yen, an expected significant increase of 78.1% YoY. It seems to be perceived as an unexpected sluggish start. The sales of main products such as cutting tools, industrial machinery, and machine tools worth 10-30 billion yen have declined, and sales of measurement products have also declined.

<6535> i-Mobile fell sharply by 11 points.

It fell sharply. The Ministry of Internal Affairs and Communications announced on the previous day that from October, it will prohibit local governments from soliciting donations through sites that give users points for the Furusato Tax system. While brokerage sites were competing for traffic with points, the expenses paid by local governments to brokerage sites were swelling. The company's "Furunabi coin" allows customers to earn and use points for this system, which is now a concern for future performance. Conversely, Change HD's policy is not to offer point programs, and its stock price rose.

<9278> Bookoff GHD fell sharply by 163 points.

It fell sharply. It announced the establishment of a special investigation committee and the postponement of its earnings announcement for the May 24th fiscal year, which was scheduled for July 16th. It seems that there is a possibility of fictitious purchases by employees at multiple stores operated by the company, inappropriate recording of inventory, and fraudulent acquisition of cash as a result. Due to the impact of a temporary inventory in all domestic and overseas stores, some stores are expected to temporarily close. The situation is becoming more opaque for the time being, including the decline in reliability.

<4716> Japan Oracle fell sharply by 525 points.

It fell sharply. The company announced its earnings for the May 24th fiscal year the previous day. Operating profit increased by 7.3% YoY to 79.8 billion yen. Net sales increased by 7.8%, and EPS of 434.16 yen exceeded the previous estimate of 2.0-6.0% YoY increase and 406-418 yen. The annual dividend is 674 yen, including a special dividend of 500 yen. In the May 25th fiscal year, sales are expected to increase by 5.0-9.0%, and EPS is expected to be in the range of 445-460 yen. The EPS estimate is expected to be below the market consensus level of 470 yen due to increased costs for data centers, etc.

<6857> Advantest continued to rise significantly by 408 points.

It continued to rise significantly. It held a medium- to long-term management policy explanation meeting the previous day. In the medium-term management plan, the company aims for an average annual sales of 5600-7000 billion yen, a gross profit margin on sales of 53%, and an operating profit margin on sales of 22-28% for the period from FY 24 to FY 26. The central target level for sales targets is considered to be in line with market expectations, but the upper limit of 7000 billion yen is higher than expected, and the upside potential of performance is also being considered.

<7649> Sugi HD fell sharply by 184 points.

It fell sharply. The company announced its Q1 earnings the previous day. Operating profit increased by 10.6% YoY to 8.6 billion yen, but the market consensus seems to be just over 500 million yen lower. With the monthly trend of strong growth at the foot, there is a negative view that the revenue growth is below expectations. The company is strengthening the recruitment of medical office staff and reducing the workload of pharmacists by focusing on dispensing, but it seems that there are delays in responding and labor costs are exceeding the planned level due to increased recruitment and overtime pay.

<4506> Sumitomo Pharma continued to rise significantly by 25 points.

It continued to rise significantly. The company's new president's interview was reported and seems to have been considered a material. It was reported that the company is considering implementing personnel reductions in Japan within this fiscal year. It seems that there is a perception that further measures, including early retirement recruitment, are necessary for the recovery of performance. In the U.S., the company reduced its workforce from 2,200 to 1,200 for one year until March 24, and it is estimated that it will be several hundred people in Japan with about 3,000 employees in scale.

<4887> Sawai Group HD continued to rise significantly by 499 points.

Marked increase. The company has announced the implementation of a share buyback program with a maximum of 6.9 million shares, equivalent to 15.8% of the issued shares, and up to 33 billion yen. The acquisition period is from July 1 to March 31, 2025, and the acquired treasury stocks will be cancelled on April 30, 2025, in accordance with the cash flow allocation concept in the mid-term plan, as part of efforts to improve capital efficiency and shareholder returns. The high level of share buybacks is expected to support demand and supply in the short term.

<9722> Tateha Kan shares are up 300 yen at 9360 yen.

Significant increase. After media reports on M&A news, the stock price continued to rise. On the 17th, there were reports that DOWAHD might sell its shares in the company, with possible buyers such as 3D Investment. Furthermore, some reports today suggested that the potential gain from Tsubakiyama could be the target, which could provide further upward momentum. According to the land price publication price announced by the Ministry of Land, Infrastructure, Transport and Tourism, Tsubakiyama's land alone is worth about 50 billion yen.

<4784> GMO-AP shares are up 80 yen at 427 yen.

Trading limit up. The company has announced that it will succeed GMO Internet Group's internet infrastructure business (domain business, cloud hosting business, access business) and internet advertising and media business through an absorption-type split. Sales of the business to be succeeded in the 2023 fiscal year are expected to be at the level of 61.5 billion yen. As it is judged that there is substantial continuity in the business to be succeeded, the company is expected to be changed to the first section of the Tokyo Stock Exchange.