<6436> Amano 3728 -363
Significantly declining. The first-quarter earnings report was released the previous day, with operating profit up 13.6% year-on-year to 3.23 billion yen. Although the progress rate against the annual plan of ¥21 billion remaining unchanged was only 38%, the seasonal nature is high, and the progress rate is increasing year-on-year. However, in the midst of high expectations for the introduction of new banknotes, the stock price has reached high levels, and there is a prevailing trend of exhaustion. In addition, the operating profit margin has also worsened compared to the same period last year.
<4373> Simplex HD 2220 -385
Fell sharply. The first-quarter earnings report was released the previous day, with operating profit falling 4.8% year-on-year to ¥1.63 billion, and the progress rate against the semiannual plan of ¥4.73 billion, an increase of 18.1%, seems to be sluggish. The early digestion of research and development expenses was one of the reasons, and the company seems to be seeing progress within the expected range. Factors such as an increase in recruitment fees due to strengthening mid-career recruitment and the posting of temporary costs associated with the opening of a new office have also pushed profits down.
<7201> Nissan 466.2 -18.8
Greatly declining. The first-quarter earnings report was released the previous day, with operating profit remaining at 1 billion yen, significantly lower than the market consensus of around 150 billion yen. The full-year plan has been revised downward from the previous estimate of ¥600 billion to ¥500 billion, turning into a double-digit decline. It is considered that the decline is in line with expectations, but the extent of the downward revision is higher than expected. The premise for the exchange rate has been revised to the plus side, but North America is struggling, and the increasing incentives due to inventory adjustments are having an impact.
<6504> Fujitsu 8121 +248
Significant rebound. The earnings report for the first quarter was released the day before. Operating profit increased by 17.7% compared to the same period last year to 17.3 billion yen, exceeding market expectations by just over 1 billion yen. It is expected that the special demand for gate adjustments due to the issuance of new banknotes will be the driving force. Despite concerns about the impact of the slump in the power semiconductor market, there has been a trend to evaluate the earnings higher than expected. The full-year forecast has been revised upward only for net profit from 76.5 billion yen to 80.5 billion yen, after accounting for gains on sales of investment securities.
<7970> Shin-Etsu Polymer 1653 +206
Rose sharply. The first-quarter earnings report was released the previous day, with operating profit up 5.7% year-on-year to ¥3.22 billion. Shipments of automotive products are strong, and the electronic device business is taking the lead. In addition, the full-year forecast that had been undecided was announced, with operating profit of ¥12.8 billion, up 15.8% from the previous year. It is viewed as a purchase material. The annual dividend is planned to be raised by 2 yen from the previous year to 48 yen.
<7205> Hino 453.4 +51.3
Rose sharply. The first-quarter earnings report was released the previous day, with operating profit reaching ¥6.38 billion, a level 5.6 times higher than the same period last year. The progress rate against the full-year plan of ¥20 billion remaining unchanged was just 32%, and positive impacts are leading to progress. The main reason for the significant increase in profits is the increase in sales of large domestic trucks and the effect of a weak yen. However, it is also rumored that the company will withdraw from engine production in China, which could lead to progress in structural reforms.
<4519> Chugai Pharmaceutical 6264 +238
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.
<4307> NRI 4661 +398
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.
<6702> Fujitsu 2700 +264.5
Rapid rise. The company reported its Q1 results the day before, with an operating profit of JPY 21.4 billion, a turnaround from the JPY 1.9 billion loss in the same period last year. It is said to have exceeded the consensus by nearly JPY 10 billion and exceeded the internal plan. The order backlog for the service solution continues to be at a high level, and the progress rate of operating profit for the department is at a high level compared to before. It reflects a stable and favorable performance evaluation and a trend that reflects the expectation of an increase in performance.
<7751> Canon 4622 +289
Significant rebound. The company reported its Q2 results the day before, with an operating profit of JPY 118.4 billion for the period from April to June, an increase of 28.3% compared to the same period last year, exceeding market expectations by nearly JPY 20 billion. As a result, the full-year forecast was revised upward from the previous JPY 435 billion to JPY 465 billion, and the consensus was below the previous company plan. The change in exchange rate assumptions was a positive factor for the upward revision, but it was offset by restructuring costs, and an increase in earnings after next fiscal year is also assumed due to the recording of the same costs.