＜3349＞ Cosmos Chemical 11655 -1160
The low price was updated due to a sharp decline. Financial results for the fiscal year ending 24/5 were announced last weekend, and operating profit was 31.5 billion yen, up 4.6% from the previous fiscal year, slightly lower than market expectations of around 32 billion yen. The fiscal year ending 25/5 is expected to increase 0.3% at 31.6 billion yen, and the market consensus of just over 34 billion yen has not been reached. Normal guidance tends to be flat, and there are no surprises, but movements that view the downturn in the previous fiscal year's earnings in a negative way take precedence. Also, the announcement that the shareholder benefit system will be abolished has been received negatively.
＜7599＞ IDOM 1229 -225
Plummeting. Financial results for the first quarter were announced last weekend, and operating profit was 4.4 billion yen, a significant increase of 60.5% from the same period last year. However, it remains at the same level as market consensus, which anticipates a downturn in full-year company plans. On the company side, progress against the full-year forecast is as expected, but the progress rate is at the 22% level, and it seems that the accuracy of achieving the plan has not increased. There is also a history where stock prices rose drastically in response to guidance for the current fiscal year, and it can be perceived as a sense of exhaustion in the short term.
＜7725＞ Interarc 1364 -260
Plummeting. Financial results for the fiscal year ending 24/5 were announced last weekend, and operating profit was 1.58 billion yen, up 8.9% from the previous fiscal year, exceeding the previous forecast of 1.47 billion yen. Meanwhile, for the fiscal year ending 25/5, profit is expected to drop drastically by 46.5% at 0.84 billion yen, leading to sales materials. Product sales are expected to be sluggish in the IoT-related business and the environmental energy business, and it seems that research and development expenses related to new businesses will be incurred in the Industry 4.0 promotion business.
＜3048＞ Bic Camera 1634 +56
Significant continuous growth and high price updates. Financial results for the 3rd quarter were announced last weekend, and operating income for the fiscal year ending March-5 was 9.4 billion yen, 2.7 times the same period last year, and the full-year forecast was revised upward from the previous 19.5 billion yen to 22.5 billion yen, an increase of 58.3% from the previous fiscal year. The market consensus for the full year seems to have been at a level slightly lower than the company plan, and it can be said that strong sales of duty-free sales were currently being factored in, and it is viewed as an upward revision above expectations. The annual dividend was also raised from the previous plan of 21 yen to 24 yen.
＜7453＞ Ryohin Keikaku 2731.5 +91.5
Massive backlash. Financial results for the 3rd quarter were announced last weekend. Operating profit for the fiscal year ending March to May was 18.4 billion yen, up 47.0% from the same period last year, and market consensus seems to have shaken by about 4 billion yen. The full-year forecast has been revised upward from the previous 48 billion yen to 53 billion yen, an increase of 59.9% from the previous fiscal year. The market consensus for the full year is estimated to have been around 49 billion yen. It seems that gross profit margin has improved, as discounts have also been suppressed due to strong sales.
＜3915＞ TERRACE SKY 2195 +162
Significant continued growth. Financial results for the first quarter were announced last weekend, and operating profit was 0.3 billion yen, which is 3.1 times higher than the same period last year. The situation is progressing well even when compared to the unchanged full-year forecast of 0.91 billion yen, an increase of 73.3% from the previous fiscal year. Orders for large-scale projects have been steadily acquired amid the expansion of the DX market as a tailwind, and the main solution business has expanded drastically by contributing to an increase in sales in the subsidiary group, and it has sufficiently absorbed upfront investment burdens such as increased labor costs and recruitment/education.
＜8237＞ Matsuya 1260 +76
Significant continued growth. Financial results for the first quarter were announced last weekend, and operating profit was 1.14 billion yen, a significant increase of 2.9 times compared to the same period last year. As a result, the full-year forecast was drastically revised upward from the previous 2.5 billion yen to 5 billion yen, an increase of 68.1% from the previous fiscal year. Like other department stores, it seems that expectations for an upturn were high, but the size of the correction range led to an impact. Duty-free sales expanded more than expected due to an increase in foreign visitors to Japan, and sales in the department store business also seem to have exceeded plans.
＜3139＞ Lacto JPN 3075 +273
Significant continued growth. Financial results for the end of the first half of the year were announced last weekend, and ordinary profit was 2.26 billion yen, up 68.1% from the same period last year, and it has reached a point where it greatly exceeds the 1.8 billion yen forecast previously. Incidentally, the full-year forecast was revised upward from the previous 3.4 billion yen to 4.1 billion yen, an increase of 44.0% from the previous fiscal year. It seems that profit margins in the dairy ingredients and cheese division are improving in both domestic and international businesses. Also, the annual dividend has also been raised from the previous plan of 62 yen to 76 yen, an increase of 28 yen compared to the previous fiscal year.
＜3073＞ DD Group 1328 +143
rapid expansion. Last weekend, changes to the shareholder benefit system were announced at the same time as financial results were announced, and it was used as a purchase material. In addition to changing the implementation of preferential treatment to 2 times a year, actual preferential treatment will be expanded for shareholders holding 200 shares or more. Furthermore, additional benefits will be given to shareholders who have held for 1 year or more. Shareholders holding 200 shares or more have had preferential vouchers worth 6,000 yen per year until now, but they will be expanded to 9,000 yen (10,000 yen for a holding period of 1 year or more). Shareholders holding 400 shares went from 6,000 yen worth to 15,000 yen (same 16,000 yen worth).
＜2884＞ YOSHIMURA FOOD 1705 +175
rapid expansion. Financial results for the first quarter were announced last weekend, and operating profit was 1.2 billion yen, 2.4 times the same period last year, making extremely high progress against the unchanged full-year forecast of 2.74 billion yen, an increase of 14.7% from the previous fiscal year. Both sales and profits hit record highs for the first quarter. In addition to the organic growth of existing companies, there was a significant increase in sales and profit by incorporating the profit and loss of the newly consolidated YS Foods Group. There seems to be a situation where people are aware of a drastic increase in business performance.