Sakura ＜3778＞: 3015 yen (-400 yen)

A sharp decline. Financial results for the first quarter were announced the day before, and operating income was 0.23 billion yen, a significant increase of 2.2 times compared to the same period last year, but the plan for the first half of the year is 0.8 billion yen, 3.2 times the same level, and there seems to be a view that progress is slightly slow. Investment in human resources etc. is the main reason for the increase in costs. Net profit for the first quarter also declined drastically due to the recording of stock issuance expenses associated with the issuance of new shares, a round of certified sales gains, etc.

Koito ＜7276＞: 2117.5 yen (-116 yen)

A sharp decline. Financial results for the first quarter were announced the day before, and operating profit was 9 billion yen, down 38.6% from the same period last year, and seems to have fallen close to 2 billion yen below market expectations. The full-year forecast has been revised downward from the previous 58 billion yen to 49 billion yen, a 12.5% decrease from the previous fiscal year, to a complete decline in profit forecast. Although exchange rate assumptions have been revised in the direction of depreciation of the yen, it seems that assumptions about world production etc. have been revised downward. Also, it has been announced that US Septon will become a subsidiary, but it is also alarming that it is likely to lead to short-term profit deterioration factors.

Fujitsu Ze (6755): 1,870 yen (-265.5 yen)

A sharp decline. The first quarter financial results were announced the day before, and operating income turned into a surplus of 0.72 billion yen, but the progress rate against the full-year plan of 12 billion yen, 2.1 times the previous fiscal year remained at a low level, and it seems that the situation can be perceived negatively. Although sales of air conditioners remained steady, mainly in the US and Asia, the recording of a decrease in inventory valuation etc. were factors that pushed down the decline. Sales in local currency, such as Europe and the Middle East, are slightly sluggish, and the full-year earnings consensus seems to be devaluing.

Komatsu ＜6301＞: 4,261 yen (-262 yen)

The sharp decline continued. The first quarter financial results were announced the day before, and operating profit was 157 billion yen, up 6.8% from the same period last year, and it seems that it has almost landed on the expected market line. It seems to have risen by about 15 billion yen compared to the company plan. Sales of general construction machinery and mining fell short of expectations, but it seems that the depreciation of the yen was a boosting factor. The full year plan of 557 billion yen, and the 8.3% decrease from the previous fiscal year remains unchanged, reflecting current sluggish sales growth, and it seems that significant upward expectations etc. will retreat slightly.

FANUC (6954): 4,401 yen (+139 yen)

Significant continued growth. The first quarter financial results were announced the day before, and operating income was 33 billion yen, up 1.1% from the same period last year, and the full-year forecast was revised upward from the previous 121 billion yen to 143 billion yen, an increase of 0.8% from the previous fiscal year. In addition to the effects of the depreciation of the yen, sales of FA and robots also seem to be progressing more smoothly than expected. The upward correction value has not yet reached consensus, but a further upward trend is expected in the future. Furthermore, the volume of orders received in the first quarter also exceeded market expectations, with a 12.3% increase from the same period last year.

Cell Seed ＜7776＞: 486 yen (-29 yen)

After the decline and the end of trading on the 29th, the Tokyo Stock Exchange announced that it would lift temporary measures for margin transactions where the contract deposit rate relating to new sales and purchases through margin transactions is 50% or more (of which 20% or more in cash) will be lifted from the 30-day trading portion. Also, Japan Securities Finance also announced that it will lift the additional security deposit collection measure that sets the loan guarantee ratio to 30% from the 30-day trading portion, but sales have become dominant due to the reaction of adding a high stop for 2 consecutive business days.

SBI Leasing ＜5834＞: 3250 yen (+350 yen)

Massive backlash. Financial results for the first quarter of the fiscal year ending March 31, '25 were announced, and profits remained steady, with operating income of 1.223 billion yen (up 13.8% from the same period last year) and ordinary income of 1.207 billion yen (up 14.7% from the same period), which is well received. Sales of JOLCO products have been strong in response to strong investor demand in addition to accumulating sufficient inventory in the previous fiscal year and working to improve and strengthen the sales system. Since there is no sales record for JOL products due to delays in equipment delivery, sales are significantly lower than the same period last year, but there was no change in sales plans for the full year.

JGroup ＜3063＞: 706 yen (+8 yen)

Continued growth, year-to-date high price update. An upward revision of the full-year earnings forecast for the fiscal year ending 25/2 was announced, and it is viewed as good news. Sales were revised from the previous forecast of 10.55 billion yen to 10.6 billion yen (0.5% increase), and ordinary profit was revised from 0.315 billion yen to 0.41 billion yen (30.2% increase). From when earnings forecasts were announced last time, profitability was further improved due to the effects of working on renewal of existing stores, productivity improvements, cost control, etc. carried out in the previous fiscal year. Also, special profit due to eviction of sales store properties is scheduled to be recorded in the 2nd quarter of the fiscal year ending 25/2.