<2337> Ichigo 453 +39
Significant increase. The first quarter results were announced the day before. Operating profit increased 72.6% year-on-year to ¥4.22 billion, well above the consensus of ¥3.3 billion. The full year plan remains at ¥16 billion, a 23.5% increase from the previous year, and progress is believed to be steady. In the strong real estate market, proceeds from real estate sales have led to a significant increase in profits. Although there was no announcement of a share buyback, it is believed that it will be implemented continuously in the future and is seen as a positive factor for the future.
<8905> Aeon Mall 2066.5 +189
Sharp rise. The first quarter results were announced the day before and operating profit was ¥15.5 billion, up 11.4% from the same period last year, and is believed to have landed well above the consensus of about ¥1.5 billion. Sales at both domestic and overseas malls have shown a recovery as expected, and due to cost-cutting efforts, profits are expected to exceed the company's plan. It is believed that the second quarter has also gotten off to a good start domestically, and there is a straight evaluation of the favorable earnings performance.
<1419> Tama Home 4460 +595
Sharp rise. The results for the fifth month of the 24-year period were announced the day before, and operating profit was ¥12.6 billion, a 5.1% decrease from the previous year, landing at the level of the downward revision announced on June 18. The annual dividend has been raised from the previous plan of ¥185 to ¥190. On the other hand, for the 25-year period ending in May, the company expects an 8.8% increase in operating profit to ¥13.7 billion. The annual dividend is also planned to be ¥195, 5 yen higher than the previous year, due to expectations of expanding their share of the housing business. There is a growing trend to review the increase in earnings and dividends.
<6532> Bay Current 4323 +700
Stop high. The first quarter results were announced the day before and operating profit was ¥9.46 billion, up 18.1% from the same period last year and well above the market consensus of about ¥8.8 billion. Despite losing the Pfizer project, the operating rate was secured beyond expectations. It seems that the unit price is also rising unexpectedly. On the other hand, today's lower-than-expected CPI has caused long-term U.S. interest rates to fall, supporting the flow of funds into small and medium-sized growth stocks in general.
<4443> Sansan 2130 +400
Proportional allotment of stop highs. The results for the fifth month of the 24-year period were announced the day before. After adjustment, operating profit was ¥1.71 billion, up 81.5% from the previous year, landing near the upper limit of the estimated range of ¥1.24-1.85 billion. On the other hand, the company anticipates a significant increase in operating profit in the 25-year period ending in May, with an expected range of ¥3.01-4.4 billion and an increase of 76.2-157.6% from the previous year. Thus far, the profit level has been suppressed by advance investments, but the focus on increased earnings has become clearer, including this guidance.
<3252> Chijyo 2310 -427
The top decline for the day. It was announced that 2.8653 million shares were issued by public offering, 0.7 million shares of treasury stock were disposed of, and sales were implemented of up to 0.5347 million shares for the over-allotment. The total issued number of shares, excluding treasury stock, is 16.55 million, but the total level is equivalent to 24.8%, which has led to a strong awareness of the dilution of share value. The proceeds will be used in its entirety to procure new development land.
<6323> Loctite 30400 -4100
Sharp drop. The first quarter results were announced the day before, and operating profit increased significantly by 85.4% year-on-year to ¥8.75 billion. Sales of semiconductor and FPD-related equipment businesses have greatly expanded. However, the unchanged first half plan is set at ¥17.3 billion, a 73.8% increase over the same period last year, and the surprise of a substantial increase in earnings is limited. Due to the fact that the U.S. SOX index fell over 3%, selling pressure on semiconductor-related stocks has been increasing today, causing a sense of exhaustion in the short term.
<9843> Nitori HD 17330 +750
Significant increase. In the previous day's NY foreign exchange market, the yen sharply appreciated against the dollar, reaching a high level of around 157 yen per dollar for the first time in three weeks. In addition, there were speculations about intervention by the Japanese government and the Bank of Japan, along with the lower-than-expected US CPI, which led to a rise of about 4 yen in a short period of time. As a result, this has become a buying opportunity for the company, which is regarded as a core stock benefitting from the appreciating yen. Against the backdrop of the previous yen depreciation, the stock prices have been trading in the low range at present.
<9983> First Retail 43010 -2190
Marked decline. The company announced its third-quarter financial results the previous day. The operating profit for the May to July period was 144.7 billion yen, a year-on-year increase of 31.2%, and the full-year forecast was revised upward from the previous 450 billion yen to 475 billion yen. The consensus was in line with the company's plan, and the results were better than expected. However, it seems that the stock price index has been dragged down significantly today due to its high correlation with the Nikkei Average. In addition, there were strong expectations related to the index weight adjustment at the end of the month, which led to the increase of stock prices at present.
<3382> Seven & i HD 1814 -126
Significant decline. The company announced its first-quarter financial results the previous day. The operating profit was 59.3 billion yen, a year-on-year decrease of 27.6% and lower than the market expectation by about 15 billion yen. The significant decrease in overseas convenience store business is believed to have led to the deviation from the market expectation. The standing full-year plan is 222 billion yen, a 7.9% decrease, and assuming the turnaround in profit growth for the June to August period. The possibility of lower-than-expected results is increasing.