<4275> Carlet 1084-136
Fell sharply. Last weekend, the first quarter financial results were announced, and operating profit decreased by 26.5% compared to the same period last year to 0.38 billion yen. The upper half of the plan is fixed at 1.6 billion yen, an increase of 15.6% from the same period last year, and the negative reaction to unexpectedly large losses is leading. The major segments have decreased overall, and the main chemical business has also experienced sluggish sales due to ongoing production adjustments in the automotive certification issue and semiconductor market. Profit margins also fell due to rising personnel costs and delayed sales price corrections.
<6254> Nomura Micro 2882-98
Fell significantly. Last weekend, the first quarter financial results were announced, and operating profit decreased by 78.2% compared to the same period last year to 0.36 billion yen. The progress rate against the unchanged full-year forecast of 12 billion yen is at the level of 3%. The full-year market consensus is also slightly above the corporate plan, and it is regarded as a more sluggish start than expected. Large-scale water treatment equipment projects around the world have led to significant declines. However, the order amount has increased by 15.3% and is two-digit.
<6525> KOKUSAI 3690+400
Rapid ascent. The MSCI stock reshuffle has been announced, and while six stocks have been excluded from the Global Standard Index in Japan, the company has been included as a new hire. Since it will be reflected in the index as of the closing price on August 30, the supply and demand impact due to index purchases is expected in the short term. Daiwa Securities estimates that there will be a purchase demand of more than 8.2 million shares, and the trading impact will be 2.33 days.
<6240> Yamashin Filter 483+80
Stopped high. Last weekend, the first quarter results were announced, and operating profit increased by 5.3 times compared to the same period last year to 0.6 billion yen. The full-year forecast is fixed at 1.41 billion yen, a 0.1% decrease from the previous year, and the unexpected significant profit increase is evaluated. The main construction machinery filter business has achieved a significant profit increase due to the steady progress of demand in the North American and Japanese markets and the increase in exchange demand in the European and Asian markets. It seems that price revision effects have also contributed. Expectations for upward revisions in full-year performance are rising.
<2767> Tsuburaya HD 1759+300
Stopped high. Last weekend, the first quarter results were announced, and operating profit increased by 24.4% compared to the same period last year to 2.52 billion yen. In the first quarter, Fields focuses on strengthening product development, and pachinko sales decreased significantly, resulting in a decrease in sales and an increase in profits. The progress rate against the full-year plan of 15.2 billion yen, which is a 28.5% increase over the previous year, is not high, but the situation is such that the increase in the profitability rate can be expected as Fields' product launching becomes active from the second quarter onwards.
<6273> SMC 65710+960
Significant rebound. The first quarter financial results were announced last weekend, and operating profit decreased by 6.7% compared to the same period last year to 52.4 billion yen. Although it has improved from 41 billion yen in the previous quarter, the progress rate against the full-year plan of 234 billion yen, which is a 19.3% increase over the previous year, is low, and there is a negative reaction to the financial results. However, as for orders, there has been a sequential increase for two quarters, mainly led by the electrical and semiconductor sectors. In addition to the announcement of a share buyback of up to 35 billion yen, there is also a general high, which leads to a reversal towards the end of the day.
<4634> Artien 3350+500
Allocated in proportion to the suspended circuit breaker. Last weekend, the first half of the fiscal year financial results were announced, and operating profit was 10.6 billion yen, an increase of 2.2 times compared to the same period last year. The full-year forecast has been revised upward from the previous 14.5 billion yen to 20 billion yen. Factors contributing to the rise in performance include sales expansion due to the effect of equipment expansion, progress in cost reduction and price revision, etc. The annual dividend has also been increased from 90 yen to 100 yen. In addition, the acquisition of its own shares, which account for 8.48% of the issued shares and up to 10 billion yen, has also been announced.
<5707> Toho Zinc 791+100
Proportional allocation of the trading halt. Last weekend, it announced its Q1 financial report, with an operating profit of 3.31 billion yen, a turnaround from a loss of 2.79 billion yen in the same period last year. The annual estimate has not been disclosed as a business revitalization plan is being developed, but it is making significant progress even compared to the highest level in recent times, the full-year results for the 2022 fiscal year of 9.35 billion yen, and a positive evaluation is leading the way. Contributing to the recovery of earnings are rising metal prices, the effect of a weak yen, and the improvement of profit and loss at Slap Mine and Abura Mine, among others.
<4112> Hodogaya Chemical 5100 +700
Proportional allocation of the trading halt. It announced its Q1 financial results last weekend and the operating profit has expanded rapidly to 2.84 billion yen, an 8.4-fold increase from the same period last year, and the progress rate towards the flat full-year estimate of 4.5 billion yen and a 13.9% increase over the previous year has reached 63.2%. OLED materials have resulted in significant revenue growth due to the increasing demand for smartphones and tablet devices, and are driving the rapid expansion of earnings. Against the backdrop of a high progress rate, it appears that there is a situation in which a significant upward revision of business performance is anticipated.
<3675> Cross-Market 566 +80
Proportional allocation of the trading halt. Last weekend, it announced its financial results for the FY24 June, with operating profit of 1.84 billion yen, a 5.5% decrease from the previous year, landing at the level of the previously estimated 1.9 billion yen. On the other hand, it expects a 62.7% increase to 3 billion yen in the FY25 June, which is considered to be better than expected due to the steady sales growth of digital marketing and data marketing. Additionally, it announced a share buyback of up to 0.4 billion yen for 0.7 million shares, which is equivalent to 3.6% of the issued shares.