ABC Mart ＜2670＞: 2,720 yen (-155 yen)
A sharp decline. Financial results for the first quarter were announced the day before, and operating profit was 18.4 billion yen, up 9.0% from the same period last year, and it seems that company plans have improved slightly. The market consensus also seems to have been around 17.7 billion yen. However, smooth financial results are thought to be an expected line based on current monthly trends, and there seem to be few surprises. The full-year forecast remains unchanged at 58.7 billion yen, an increase of 5.4% from the previous fiscal year. There are times when sales in Korea are slightly sluggish, and the sense that immediate materials are running out is dominant.
Sumitomo Mining ＜5713＞: 5,232 yen (+326 yen)
Significant continued growth. Non-ferrous metal prices were generally rising in overseas markets the day before, leading to buying materials for nonferrous metal stocks such as the company. Copper has risen 2.0%, nickel has risen 1.9%, and gold has also risen 1.5%. Above all, it seems that the rise in gold prices contributed to the rise in the company's stock, the decline in long-term US interest rates due to a decline in the ISM non-manufacturing business index, etc., and the rise in the euro and depreciation of the dollar have led to an increase in the gold exchange rate.
Kawasaki Shige＜7012＞: 6073 yen (-378 yen)
A sharp decline. It is reported that slush money was raised through fictitious transactions with business partner companies, and it was discovered that there was a suspicion that the Japan Maritime Self-Defense Force submarine crew members were responsible for purchasing goods and food and drink expenses. Fraudulent fundraising began 6 years ago at the latest, and it seems that there is a possibility that the amount of misappropriation will rise to 10 hundred million yen or more. While benefits are expected due to the expansion of defense budgets, it also seems that uncertainty about future transactions with the Ministry of Defense is intensifying.
Ain HD (9627): 5574 yen (-546 yen)
A sharp decline. It has been announced that the interior goods retail business “Franc Franc” will be acquired. The acquisition price is approximately 50 billion yen, and it seems that the stock transfer is scheduled for 8/20. The acquired company's operating profit for the most recent fiscal period is estimated to be around 2.6 billion yen. Through store cooperation between the two companies, they aim to present a wide range of product options and improve customer unit prices and number of purchase points. However, due to differences in business categories, there is also a strong sense of uncertainty about synergy effects, etc., and it seems that movements to be wary of increased burdens etc. are ahead.
World ＜3612＞: 2,235 yen (+209 yen)
Massive backlash. Financial results for the first quarter were announced the day before, and operating profit was 6.65 billion yen, up 16.0% from the same period last year, and the progress rate against the unchanged first half plan of 7.3 billion yen, a 25.0% increase from the same period. In addition to the strong trend in EC sales, it seems that the SG&A fee ratio is also improving due to progress in expense control. Also, even with monthly trends for June, which were announced at the same time, existing store sales increased 10.6% from the same month last year, a 2-digit increase for the first time in 7 months.
Tim's (4891): 267 yen (+30 yen)
Massive backlash. After the end of the transaction on the 3rd, it was announced that an exclusive worldwide implementation license agreement was concluded with Hokkaido University regarding intellectual property rights for spinal cord injury drug candidate substances owned by the same university, and it is viewed as good news. Due to the option agreement concluded with Hokkaido University in 22/7, it was decided to obtain an opportunity to develop a spinal cord injury treatment drug candidate as TMS-010. It is said that the expenditure amount for the current year (lump-sum payment and annual fee for the current year) under this agreement is included in the estimated amount of research and development expenses for the fiscal year ending 25/2 announced on 24/4/12.
Lena Science ＜4889＞: 373 yen (+29 yen)
Significant continued growth. After the end of the transaction on the 3rd, an upward revision of business results was announced, and it was well received. Business revenue for the fiscal year ending 25/3 was revised upward from 90 million yen to 105 million yen, and ordinary profit and loss were revised upward from a deficit of 275 million yen to a deficit of 257 million yen, and the deficit was expected to shrink. The reason for the revision is that US Eirion Therapeutics, Inc., which has concluded a license agreement granting exclusive license for skin disease treatment RS5441 (transdermal drug, oral drug), has begun phase I clinical trials (transdermal drugs), so it is planned to receive 100,000 US dollars as a milestone.
Ambi DX ＜3300＞: 1029 yen (+30 yen)
backlash. It was announced that PoC (proof of concept) between the real estate DX service “AMBITION Cloud” and the sales DX service “∞ AI Chat for Sales” utilizing AI generated by Dentsu Digital has started, and it is viewed as good news. Conversations of users searching for rooms via chat are summarized through interactive AI, and persona images are generated by integrating them with large-scale survey data that listens to consumer values etc. by Dentsu. Based on this, online AI creates medical records for each user and supports everything from introducing new properties to contracts.