Hino Motors <7205>: 449.4 yen (+ 47.3 yen)
Significant rebound. The company announced its first-quarter results on the previous day, with operating profit reaching 6.38 billion yen, 5.6 times higher than the same period last year. The progress rate for the full-year forecast of 20 billion yen, which remained unchanged, is 32%, and the positive impact is leading the way. The main reason for the significant increase in profits is the increase in sales of large domestic trucks and the positive effect of the weaker yen. There are also reports that the company is withdrawing from engine production in China, which is also seen as a step forward in structural reform.
Chugai Pharmaceutical <4519>: 6277 yen (+ 251 yen)
Rose significantly. The second-quarter earnings report was released the previous day, with operating profit up 40.6% year-on-year to ¥158.3 billion, expanding the earnings growth rate from a 1.6% increase in the first quarter. It is also believed to have significantly exceeded market expectations of around 30%. The overseas sales of Hemlibra are growing significantly, and the export of Actemra has also been more successful than expected. The half-year operating profit was ¥258.2 billion, and it is in a situation where earnings are expected to exceed expectations for the full year plan of ¥460 billion.
Nomura Research Institute <4307>: 4655 yen (+ 392 yen)
Rose significantly. The first-quarter earnings report was released the previous day, with operating profit up 20.8% year-on-year to ¥32.6 billion, exceeding the expected increase in profits from the full-year plan of ¥132 billion held steady from the previous year at an increase of 9.6%. The financial IT solutions for banking, insurance, and securities were strong, and the security-related IT infrastructure services were also strong. However, it seems that one-time profit reporting also pushed profits higher.
Fujitsu <6702>: 2691.5 yen (+ 256 yen)
Significant rebound. The company announced its first-quarter results the day before, with operating profit turning black from a deficit of 1.9 billion yen in the same period last year to a profit of 21.4 billion yen. It exceeded the consensus by nearly 10 billion yen and also exceeded the company's plan. The order backlog for service solutions continues to remain at high levels, and the progress rate of operating profit in the department is at a high level compared to previous levels. The movement reflects a stable positive performance evaluation and an increase in performance expectations.
Canon Inc-spons adr <7751>: 4692 yen (+ 359 yen)
Significant rebound. The company announced its second-quarter results on the previous day, with operating profit for the April-June period reaching 118.4 billion yen, an increase of 28.3% compared to the same period last year, and is expected to exceed market expectations by nearly 20 billion yen. As a result, the full-year forecast was raised from the previous 435 billion yen to 465 billion yen, an increase of 23.9% compared to the previous year, and the consensus was lower than the previous company plan. Although the change in exchange rate assumptions was a positive factor, the upward revision was offset by the inclusion of structural reform costs, and the expansion of earnings in the future is also expected due to the inclusion of the same costs from the next fiscal year onwards.
Sanbio <4592>: 1041 yen -
There is a buying atmosphere of limit-up. After the close of trading on the 25th, it was announced that a new patent related to the cell therapy of chronic cerebral infarction using the main development product "SB623" has been granted in the United States, which is considered to be good news. As part of maximizing corporate value, the company is striving to build and maintain a patent portfolio, but with this patent acquisition, the period of application patent for the treatment of chronic cerebral infarction with"SB623" in the largest market, the United States, has been significantly extended.
Kinjiro <4013>: 414 yen (+ 24 yen)
Rapid rise. After the end of trading on the 25th, the upward revision of the performance forecast for the second quarter of the 24 fiscal year ending December has been announced and well received. Revenue was revised from the previous estimate of 2.029 billion yen to 2.068 billion yen (an increase of 1.9%), and operating profit was revised from 0.188 billion yen to 0.281 billion yen (an increase of 49.6%). In the on-premises business, inquiries exceeding expectations continued, software product sales greatly exceeded the plan, and in the cloud business, cloud license sales exceeded the plan. However, the full-year performance forecast remains unchanged from the previous estimate.
ispace <9348>: 621 yen (+ 31 yen)
Surging. After the end of trading on the 25th, ispace EUROPE S.A., a European subsidiary, announced that it had completed the assembly of the flight model of the micro-rover (a small lunar rover) designed and manufactured independently for the first time in Luxembourg, where its base is located, which is viewed as good news. The micro-rover will be transported from Luxembourg to Japan, and will be loaded onto the “HAKUTO-R” mission 2 RESILIECE lander (lunar lander) for launch in the winter of 2024.