ストップ高。前日に第1四半期決算を発表、営業利益は16.9億円で前年同期比4.8倍と急拡大、据え置きの通期計画29億円に対する進捗率は58.2％にまで達した。利益は上振れての推移ともされており、大幅な収益上振れが意識される格好に。前年度低調だった液晶・半導体向け、通信向けや一般工業向けなどが緩やかに回復。価格改定効果や一部の棚卸資産の評価損減少なども利益上乗せ要因となったようだ。NISSHA <7915> 1920 +400.
The stock hit the daily upper limit. The company released its first-half financial result the previous day, and its operating profit significantly exceeded the previous plan at 4.41 billion yen compared to the previous plan of 3.1 billion yen. The full-year forecast has been raised from the previous 6.4 billion yen to 8.1 billion yen. The net loss for the previous fiscal year was 3.82 billion yen. The devices business, including tablets and business terminals, and medical technology business, including medical equipment CDMO, saw higher-than-expected sales. Additionally, the company also announced a share repurchase of up to 1 billion yen, equivalent to 0.6 million shares or 1.24% of the issued stock.
Nippon Kayaku <4092> 2581 +500.
The stock hit the daily upper limit. The company released its first-quarter financial results the previous day, with operating profit of 1.69 billion yen, a 4.8-fold increase from the same period last year. The progress rate toward the full-year plan of 2.9 billion yen remained at 58.2%, unchanged from the previous plan. The business for LCDs, semiconductors, communications, and general industry, which was sluggish in the previous year, improved slightly. Among the factors that contributed to this growth were the effects of price adjustments and profit increases from certain inventory assets. There appears to be a conscious approach to significant income increases.
Mitsubishi Heavy Industries <7011> 1730 +156.5.
The stock is rising significantly. The company announced its earnings during trading hours the previous day and has continued to be positive about earnings today. Operating profit was 83.5 billion yen, up 60.7% from the same period last year and about 10 billion yen higher than the internal plan. The order volume also increased smoothly, with a 15% increase, mainly due to gas turbines for power generation. It seems that orders for defense equipment will exceed the full-year target of 1 trillion yen.
Nichirei <2871> 3970 +281.
The stock is rising significantly. The company released its first-quarter financial results the previous day, with operating profit of 9.5 billion yen, up 20.4% from the same period last year. The full-year forecast has been revised upwards from the previous 39 billion yen to 40.5 billion yen, a 9.7% increase from the previous year. The upward revision is about 1 billion yen higher than the consensus. The expansion of sales and profits for processed food, improved productivity of the Thai subsidiary, and robust demand for domestic frozen foods contributed to the profit growth. There is a straightforward evaluation of better-than-expected performance.
Tatsumi <6266> 2827 +270.
The stock is rising sharply. The company announced an upward revision of its earnings forecast for the first half of the fiscal year the previous day. Operating profit was revised upward from the previous forecast of 2.11 billion yen to 2.84 billion yen. The company has been pursuing business mainly in advanced semiconductor manufacturing equipment for advanced packaging, which is growing at a steady pace even among the semiconductor industry. Delays in research and development were also factors in higher profits. The trend of expanding earnings has been confirmed for the April-June period, following the first quarter.
Yamaha <7272> 1186.5 -21.5.
The stock is falling sharply. The company released its second-quarter financial results the previous day, with operating profit for the April-June quarter of 76.4 billion yen, a 16.4% increase from the same period last year. However, the market consensus forecast was about 6 billion yen lower than expected. While the two-wheeler business performed well and the weaker yen had a positive impact, sales of businesses other than two-wheelers were sluggish. The full-year plan of 260 billion yen remains unchanged, and the consensus is at a higher level than the company's plan. However, the yen's contribution to the company's earnings is expected to decline, resulting in a decrease in earnings to that level.
Mitsui Chemicals <4183> 3341 -286.
The stock is falling sharply. The company announced its first-quarter financial results during trading hours the previous day. Although it initially became a buyers' market, it later slowed down, and sellers have been more active today. Operating profit was 27.2 billion yen, up 95.9% from the same period last year, and was expected to exceed market expectations. On the other hand, operating profit remained unchanged for the first half, despite revising the exchange rate forecast to a weaker yen. The company anticipated a decline in the quantities for agrochemical, solar cell, and semiconductor materials products. Additionally, the impact of the ethylene plant trouble was not taken into account this time.
NTT Data <9613> 1960 -237.5.
Sudden drop. The first-quarter financial results were announced the day before, with operating profit increasing by 0.6% year-on-year, reaching 58.6 billion yen, landing well below market expectations by over 10%. Although it is said to be in line with the company's plan, it seems to be delayed compared to market expectations due to slower-than-expected effects of operational improvements resulting from the start of large projects. However, the order amount is steadily increasing, with a 46.7% increase and a 18.9% increase in the base excluding the DC business.
<7752> Ricoh 1193 -71
Significantly fell. The first quarter financial results were announced the previous day, and operating profit decreased by 37.7% compared to the same period last year to ¥6.3 billion, greatly lower than the market expectation of ¥12 billion. This is due to factors such as the recording of project costs and the timing difference in recording some sales. The full-year plan, which aims for ¥70 billion, is consistent with the previous year, but there is a risk of downside.
<6367> Dai Dai Kin Kogyo 17200 -1900
Significantly fell. The first quarter financial results were announced the previous day, and operating profit decreased by 2.1% compared to the same period last year to ¥115.4 billion. While the impact of the weak yen contributed to exceeding the internal plan, it is considered that the market consensus fell by about ¥9 billion. The demand environment for air conditioning in Europe and the United States is said to be tougher than expected. The full-year plan, which aims for ¥425 billion, is consistent with the previous year's standards but the consensus level that exceeds the company's plan is expected to be lowered due to the expected reduction of the weak yen contribution.
