Renesas <6723>: 2491 yen (-500 yen).
Hit the lower limit. Today, the first half of the earnings were announced. Operating profit was 147.6 billion yen, a year-on-year decrease of 33.1%, and the April-June period was 69.7 billion yen, a decrease of 28.3% from the same period last year. Even compared to the previous quarter, the gross profit margin has decreased by 0.1% and profits have decreased. The operating profit on a non-GAAP basis for the July-September period is set at the median of sales revenue, 95.7 billion yen, which is lower than the actual 110.6 billion yen for the April-June period. The impact of the overall stock price drop on semiconductors is also expected to be a factor today.
ORBICK <4684>: 21675 yen (+ 595 yen).
Rebound. The operating profit for the first quarter announced the previous day was 18.6 billion yen, an increase of 7.0% compared to the same period last year, and the progress rate is slightly lower than the comparison with the full-year forecast of 78 billion yen and 10.0% compared to the previous period, but the company is within its expected range. Although the sales of SI are sluggish, system support continues to grow strongly. There is limited surprise, but there is a sense of catching up with the stock price since the previous quarter's earnings announcement, and the focus is on defense in the context of the overall stock price drop, so the positive reaction is dominant.
Disco <6146>: 45480 yen (-3320 yen).
Significant continued decline. Due to the significant decline in the US stock market and the appreciation of the yen in the foreign exchange market, the Tokyo market is showing a full-scale decline today. In particular, main semiconductor stocks such as the company, Renesas, and Advantest are showing their faces in the top ranks of decline rates. In the United States, Tesla has fallen 12% and Alphabet 5% due to the dislike of earnings, and sales have spread mainly to high-tech stocks, so Nvidia has also fallen 6.8% in semiconductors, and the SOX index has dropped significantly by 5.4%.
Kobayashi Pharmaceutical <4967>: 5953 yen (+ 303 yen).
Markedly continued rise. According to a large amount of reports submitted the previous day, it has been revealed that Oasis Management has become a major shareholder with a 5.20% shareholding. Its purpose of holding is to engage in portfolio investment and important proposal acts. This also seems to be a development that invites speculative buying, as it comes at the timing when the founder retired from the top management due to health damage issues regarding supplements containing 'red yeast rice' components.
Dai-Ei-Kagaku <9336>: 2722 yen (+ 112 yen).
Significant rebound. SBI Securities has started new coverage with an investment rating of "buy" and a target stock price of 4100 yen. Based on a strong business model with final disposal sites, new business expansion under the plastic new law, and the potential to become an important infrastructure company through public-private partnerships, the firm believes that earnings will continue to be the highest ever. Same-sex companies have built trust by conducting transactions with 467 municipalities, and seem to be the best partner for municipalities where waste treatment facilities are becoming difficult to build and operate.
EcoNavitas <5585>: 2225 yen (+ 400 yen).
Stop trading. After the close of trading on the 24th, it was announced that it had signed a business partnership agreement with Eisai to create an ecosystem for cognitive area and had started collaborating, which is considered to be a positive material. Promoting a demonstration experiment that encourages awareness of changes in cognitive function in elderly facility residents using Eisai's digital check tool "nouKNOW", EcoNavitas's sleep and lifestyle data, "life rhythm navi", and "cognitive prediction model", which the company has developed and owns.
SeaUC <9158>: 1899 yen (+ 393 yen).
The stock has risen sharply and temporarily reached its daily limit. The company's financial results for the 1st quarter of FY2025 were announced and well received. Revenue was 10.597 billion yen, up 38.3% from the same period last year, and net profit was 966 million yen, up 100.5% from last year. In the medical institution segment, domestic revenue increased due to an increase in supported medical institutions and M&A support fees, in addition to an increase in overseas revenue due to the acquisition of a US foot care business in January 24. In the hospice segment, the occupancy rate of facilities with more than 50 occupancy increased, and in the home visit nursing segment, the number of users and care time per user increased.
Modalis <4883>: 103 yen (+ 1 yen).
A significant increase. The company disclosed that it will announce the muscle-specific modified AAV vector manufacturing and development data of MDL-101 at the 16th BioProcess Summit held in Boston, USA on the 24th, which is considered good news. Although the modified capsid has made remarkable progress in many groups, manufacturing towards practical use is still in the developmental stage. At this conference, the company will present information on the manufacturing method and results of MDL-101, which adopts a muscle-specific modified AAV vector and is currently under development for clinical use.