Daiun (9363): 464 yen (+63 yen).
Significantly rising. It has announced the implementation of the acquisition of treasury stock up to 3 billion yen for 1.2 million shares, equivalent to 21.69% of issued shares. The acquisition period is from July 1 to June 30, 25 years, aiming to implement flexible capital policies based on shareholder returns and improved capital efficiency in response to management environment. There have been many days when daily volume is less than 10,000 shares, and expectations for the impact on supply and demand are leading. As a result of the implementation of the share buyback, the shareholder value per share will also significantly increase.
Kurogane Kosakusho (7997): 1,228 yen (+79 yen).
Significantly rising. It has announced a upward revision of the first half performance forecast the day before. Operating profit has been increased from the previous forecast of 0.2 billion yen to 1.17 billion yen, and the same period last year was in the red with a loss of 0.02 billion yen. It is expected to exceed the annual plan of 0.9 billion yen. Due to the increase in new inquiries and the number of orders in the Tokyo metropolitan area, orders for custom-made products such as logistics facilities have expanded. The progress of price transfer in new order cases is behind the upward trend. The lightness of the company's unique stock price movement is also a factor that attracts interest.
Atlaea (6194): 816 yen (+52 yen).
Significantly rising. It has announced a dividend increase for the September 24 fiscal year from the previous forecast of 15 yen to 20 yen, and the positive reaction is dominant. On May 14, it announced the implementation of a year-end dividend of 15 yen per share, which led to a subsequent increase in stock prices. This time, taking into account the management performance, financial status, and dividend yield for this term under the basic dividend policy, the purpose of raising is to further enhance shareholder returns.
Heiwado (8276): 2423 yen (+84 yen).
Significant increase continues. The company announced its Q1 financial results the previous day, with operating profit increasing by 9.2% YoY to JPY 2.83 billion. The full-year plan remains unchanged at JPY 13.7 billion, with growth of 3.3% YoY, indicating a smooth progression. In addition, the company also announced a share buyback of up to JPY 6 billion for 2 million shares, equivalent to 3.9% of issued shares. The acquisition period is from August 21 to August 20 in 25 years. This situation is expected to provide support on the supply and demand front.
YE Digital (2354): 785 yen (+55 yen).
Significantly rising. It announced its first quarter financial results the day before, with operating profit of 330 million yen, a significant increase of 82.4% year-on-year. The plan for the first half is 600 million yen, a 16.2% decrease from the same period last year, and it is considered a better-than-expected business performance. Despite increased investment in business capital, such as human resources and site integration, sales have achieved double-digit growth due to strong DX demand, and the effect of increased revenue seems to have contributed significantly.
Kuradashi (5884): 333 yen (+15 yen).
Cross Edge has announced the acquisition of all shares of Dr. Tsrukanme Kitchen, a restricted diet frozen home delivery lunch service, and the complete subsidiary of the company, which is being viewed favorably. Under the demands of an aging population, a declining birthrate, and an increase in women's social advancement, food delivery services are becoming increasingly important. In particular, the frozen home delivery lunch market is a high-growth market, as a solution to the needs for healthy food and labor-saving cooking. Thus, the company has determined that entering into this market would be effective in achieving sustainable growth and improving corporate value in the future.
F Force G (7068): 714 yen (+45 yen).
The year began with a high value update. In May 2024, the revenue was 4.229 billion yen, a YoY increase of 6.6%, and the operating profit was 1.166 billion yen, an increase of 14.3% YoY. Profit expansion was achieved due to the growth of PS business and saas business. For the performance forecast of the fiscal year ending May 2025, the revenue is expected to reach 4.58 billion yen, a YoY increase of 8.3%, and the operating profit is expected to reach 1.781 billion yen, a YoY increase of 52.7%, showing a favorable outlook for continuous record profit. In addition, they have announced the share buyback by trading their own shares in the ToSTNeT-3 market and the cancellation of all acquired shares on July 31.
Caster (9331): 1,227 yen (-111 yen).
A sharp decline. After the end of the trading on the 27th, a downward revision of individual performance was announced. The revenue for the August 2024 period was revised downward from the previous estimate of 4.75 billion yen to 4.45-4.55 billion yen, and the operating profit was revised downward to a deficit of 150-230 million yen from 110 million yen, leading to selling pressure. Regarding revenue, it is said that the number of new customers did not increase as expected due to efforts to reduce advertising expenses, etc. It should be noted that consolidation accounting will begin from the August 2024 financial statements due to the subsidiaryization of Grams, but the consolidated performance forecast also expects a deficit in operating profit, etc.