<6315> TOWA 6170 -850

It fell sharply. The first quarter financial results were announced the day before. Operating income was 2.21 billion yen, 2.4 times higher than the same period last year, but slightly below the market expectation of about 2.6 billion yen. The order amount is almost in line with the company's guidance level. As there were few positive surprises, it seems that there is a sense of selling exhaustion today. Sales of HBM products for the first quarter have become stagnant and are not considered significant.

<7731> nikon corp spons 1510.5 -83.5

It fell significantly. The first quarter financial results were announced the day before. Operating profit was 3 billion yen, a 10.3% decrease compared to the same period last year, and the first-half forecast was revised downward from the previous 11 billion yen to 7 billion yen. Reflecting sales deferral to the latter half of the year in the semiconductor exposure system, component and health care businesses. Although the foreign exchange effects of the imaging business were taken into account for the full year forecast of 35 billion yen, which remains a 12.0% decrease from the previous year, there appears to be some uncertainty.

<1963> Chiyoda Corporation 1206.5 +77

It rose significantly. The first quarter financial results was announced the day before. Operating profit was 8.1 billion yen, a 19.3% decrease compared to the same period last year, and the order amount increased by a factor of 3.8 due to the acquisition of a large low-carbon LNG plant in the UAE. Both are considered to be progressing generally as expected. In the first quarter, there were no new transient factors, and it doesn't seem like there is any concern for additional costs regarding ongoing American and Middle Eastern projects, so it seems that there is a sense of buying reassurance in the market.

<6269> Mitsui O.S.K. Lines 2798 +500

It hit the daily limit high. The first-half financial results were announced the day before, and the operating profit was $108.71 million, 3.8 times higher than the same period last year. The full-year forecast has been revised upward from the previous $0.2 billion to $0.29 billion, a 50.3% increase from the previous year. The construction of FPSOs is progressing well, and there is a situation where progress is expected to be higher than previously expected, and the operating rate of FPSOs in operation is also improving overall. The annual dividend has also been raised from the previous plan of 40 yen to 60 yen.

<6383> Dai Dvfuku Ltd 2576 +209

It rose significantly. The financial results for the first quarter were announced the day before, and the operating profit was 16.4 billion yen, a 99.6% increase compared to the same period last year, and the full-year forecast has been revised upward from 52 billion yen to 56 billion yen. This year's financial statement is a non-standard settlement of nine months due to a change in accounting period. The sales of both domestic and overseas businesses are steadily increasing based on abundant orders, and highly profitable projects are also progressing ahead of schedule. The order amount for the first quarter also increased significantly compared to the same period last year. The annual dividend has also been raised from 37 yen to 40 yen.

<5989> H-One Co Ltd 926 +150

It hit the daily limit high in proportion. The first quarter financial results were announced the day before, and operating revenue was 4.21 billion yen, a black turnaround from a loss of 0.26 billion yen in the same period last year. The progress rate for the planned annual sales of 11 billion yen remained unchanged at 38%, which has had a positive impact. The sales of the North American segment expanded, and the adjustment of sales prices and the effects of the weakening yen also contributed to the increase in revenue. Reduction of manufacturing costs such as labor costs, reduced depreciation burdens, and other factors also contributed to the increase in revenue.

<4971> Meccco Ltd 3690 +495

It hit the daily limit high in proportion. The first-half financial results were announced the day before, and the operating profit was 2.36 billion yen, 2.8 times higher than the same period last year, greatly exceeding the previous forecast of 1.8 billion yen. As a result, the full-year forecast was revised upward from 3.65 billion yen to 4.9 billion yen, a significant increase of 96.6% from the previous year. Behind the good performance is the effect of the weakening yen, as well as the recovery of the electronics-related sector. There was also increased demand for pharmaceuticals leading to improved production efficiency.

<5803> Fujikura Ltd 3038 +500

Proportional distribution of stop price increase. The first quarter earnings were released the previous day, with operating profit of 24.5 billion yen, up 94.5% from the same period last year. The first half forecast was revised upward from the previous 30 billion yen to 49 billion yen, and the full-year forecast was revised upward from 70 billion yen to 89 billion yen. The full-year market consensus was around 74 billion yen. Multi-core optical connectors and optical wiring materials for DC were the leading factors for the significant increase in the information and communications industry. The annual dividend was also raised from the previous plan of 55 yen to 65 yen.

<8035> Tohoku Electric 25810 +180

Rebound. The first quarter earnings were released the previous day, with operating profit of 165.7 billion yen, double that of the same period last year. The full-year forecast was revised upward from the previous 582 billion yen to 627 billion yen, up 37.4% from the previous period. The first quarter exceeded the consensus by nearly 40 billion yen, and the upward revision value is also about 20 billion yen higher than the level. The view on WFE for this fiscal year has also been revised upward.

<4704> Trend 7742 +1000

Proportional distribution of stop price increase. It has been reported that the company is exploring business divestment, attracting interest from potential buyers such as private equity funds, and is said to be working with advisors. It seems that the attractiveness of the company has increased due to the decline in stock price and the progress of the weaker yen. It is also expected that the second quarter earnings released the previous day will land almost on the market expectation line with revenue and profit growth.