SMC <6273>: 64,410 yen (- 340 yen)

Continuing to fall. The Q1 financial results were announced last weekend, with operating profit decreasing by 6.7% year-on-year to 52.4 billion yen. Although it has improved from the previous Q4 of 41 billion yen, the progress rate towards the full-year plan of 234 billion yen, a 19.3% increase from the previous year, is low, and there has been a negative response to the accounting figures. It seems that sales in Japan and the USA are struggling. Regarding orders, there has been an increase for two consecutive quarters, led by electrical equipment and semiconductors. A share buyback, with a limit of 35 billion yen, has also been announced.

artien <4634>: 3,350 yen (カ -)

Stop high buy orders. Q1 financial results were announced last weekend, with operating profit doubling year-on-year to 10.6 billion yen, and the full-year forecast has been revised upward from the previous 14.5 billion yen to 20 billion yen, a 49.6% increase from the previous year. Sales expansion due to facility expansion, progress in cost reduction and sales price changes are likely to be factors contributing to the better-than-expected performance. The annual dividend has also been raised from 90 yen to 100 yen. In addition, the purchase of 4.5 million shares, equivalent to 8.48% of the issued shares, up to 10 billion yen of its own shares has also been announced.

Toho Zinc <5707>: 791 yen (カ -)

Stop high buy orders. Q1 financial results were announced last weekend, with an operating profit of 3.31 billion yen, a turn to profit from a loss of 2.79 billion yen in the same period last year. With a business rehabilitation plan being devised, the full-year forecast has not been disclosed, but progress is also high compared to the achievement of the previous year-end (9.35 billion yen in the 3 months until March 2022), and there is positive evaluation of the movement to advance. It seems that the recovery in earnings is due to the effects of rising metal prices, a weaker yen, and improved earnings from the Slap and Abra mines.

Hodogaya Chemical Co, Ltd. <4112>: 5100 yen (カ -)

Stop high buy orders. Q1 financial results were announced last weekend, with operating profit expanding rapidly to 2.84 billion yen, up 8.4 times from the same period last year, and the progress rate towards the full-year forecast, which remains unchanged at 4.5 billion yen, a 13.9% increase from the previous year, has reached the level of 63.2%. OLED materials have resulted in a large increase in revenue due to growing demand for smartphones and tablet terminals, serving as a driver of significant revenue expansion. Against the backdrop of a high progress rate, the situation appears to be one in which significant upward performance is expected.

Cross Marketing Group Inc. <3675>: 566 yen (カ -)

Stop high buy orders. The results for the fiscal year ended June 24 were announced last weekend. Operating profit was 1.84 billion yen, down 5.5% from the previous year, and landed at the same level as the previous forecast of 1.9 billion yen. On the other hand, the forecast for the fiscal year ending June 25 is 3 billion yen, a 62.7% increase, and it is expected to achieve steady sales growth in digital marketing and data marketing. Additionally, a buyback of up to 0.7 million shares, equivalent to 3.6% of issued shares, and up to 0.4 billion yen in shares has also been announced.

Ibis <9343>: 3445 yen (+502 yen)

Stop trading high. The upward revision of the full-year earnings forecast and the revision of the year-end dividend forecast (increase in the dividend) have been well received. Sales are up 11.5% to 4.794 billion yen, and operating profit is up 22.2% to 1.164 billion yen. The performance of subscription (app billing) in the mobile segment is well above initial expectations, and the anticipated benefits of the weaker-than-expected exchange rate for overseas sales are among the reasons. The year-end dividend forecast for this period has also been revised upward to 40 yen per share (a 10 yen increase from the previous forecast).

Blue Innovation Co, Ltd. <5597>: 854 yen (-28 yen)

Marked decline. After the close of the 9th trading day, downward revisions to the results for the second quarter of the fiscal year ended December 2024 and the full-year forecast were announced, and sales triggered by this announcement have occurred. For the Q2 of FY December 2024 (interim period), sales were 472 million yen, with operating loss of 262 million yen, ordinary loss of 260 million yen, and interim net loss of 262 million yen. The forecast for the full year of FY December 2024, which was announced in conjunction with this, has been revised downward from the previous forecast of a loss of 0.052 billion yen to a loss of 0.26 billion yen to 0.36 billion yen (the loss in the previous year was 0.299 billion yen), and the expected loss has widened.

IPS Co, Ltd. <4390>: 1991 yen (+230 yen)

Significantly rising. After the close of trading on the 9th, it was well received by raising its financial estimates for the second quarter (cumulative) of the fiscal year ending March 2025. In addition to recording exchange gains as non-operating income, the international communications business is doing well due to the expansion of PDSCN-related services, and progress in line with plans can be expected in the domestic communications business and medical and healthcare business, and it is said that the financial estimates announced on May 10th, 2024 will be revised upward. However, the full-year forecast is currently unchanged.