Appier＜4180＞: 1448 yen (+144 yen)

Significant continuous growth. Financial results for the first half of the year were announced the day before, and high growth continued, with EBITDA of 1.81 billion yen, up 93.5% from the same period last year, and 1.07 billion yen for the April-6 fiscal year, up 95.5% from the same period. The performance of Northeast Asia, the United States, and EMEA is strong, and profitability has improved drastically, and it seems that plans have been exceeded. In addition, it was announced that a stock buyout will be implemented with an upper limit of 1 million shares and 1 billion yen, and the acquisition period is from 9/1 to 12/31. This is the first time the company has implemented shareholder returns.

Kadokawa ＜9468＞: 2853.5 yen (+299.5 yen)

Significant continuous growth. Financial results for the first quarter were announced the day before, and operating profit was 6.03 billion yen, up 84.5% from the same period last year, and market expectations were shaken by about 1 billion yen. Despite being negatively affected by cyber attacks, the main publishing and IP creation business expanded. The full-year forecast has been revised downward from the previous 16.5 billion yen to 15.6 billion yen, a 15.5% decrease from the previous fiscal year, but the range of revisions has also remained limited, and it seems that the sense of running out of bad materials is intensifying.

Asahi Intec ＜7747＞: 2288.5 yen (+142.5 yen)

Significant continued growth. Financial results for the fiscal year ending 24/6 were announced the day before. Operating profit was 22.1 billion yen, up 22.8% from the previous fiscal year. Until the third quarter, there was a 19.7% increase compared to the same period last year, and the profit rate expanded slightly. Also, the fiscal year ending 25/6 is expected to be 25.2 billion yen, an increase of 13.9% from the previous fiscal year. Overseas medical departments are expected to take the lead. Although the current fiscal year plan is at the same level as market consensus, the company's guidance is seen as conservative, and it seems that the evaluation is higher than expected as an initial plan.

iStyle ＜3660＞: 467 yen (+75 yen)

Significant continuous growth. Financial results for the fiscal year ended 24/6 were announced the day before, and operating profit was 1.94 billion yen, 2.4 times the previous fiscal year, and landed above 1.7 billion yen, which was revised upward at the time of the 3rd quarter financial results. Also, the fiscal year ending 25/6 is 2.4 billion yen, which is expected to increase 23.7% from the same period. It also seems that they are expecting an increase in profits from the marketing support business and an improvement in profits from the global business by focusing on BtoB services. As a medium-term business target, we aim for operating profit of 8 billion yen around fiscal 28-29.

Net Pro HD ＜7383＞: 237 yen car -

Stop buying at a high price. Financial results for the first quarter were announced the day before, and operating profit was 0.27 billion yen, turning into a surplus from a deficit of 0.35 billion yen in the same period last year. Incidentally, the forecast for the first half of the year was revised upward from the conventional deficit of 0.24 billion yen to a surplus of 0.32 billion yen, and from 0.52 billion yen to 1.08 billion yen for the full year, respectively. It is said that an improvement in the unpaid rate was realized earlier than expected due to the progress of credit improvement measures, and the reduction in the SG&A fee ratio was also carried out at an earlier timing than expected due to investment effects in strengthening the system.

JTOWER ＜4485＞: 1730 yen car -

Stop buying at a high price. After the transaction ended on the 14th, DB Pyramid Holdings, which is managed and operated by the American digital infrastructure investment company Digital Bridge Group, announced that it will implement TOB against the company. By acquiring all of the company's shares, the tender offer was decided to carry out the tender offer as part of a series of transactions to keep the company private. The TOB price is 3600 yen per common share, which is more than 2.3 times the closing price of 1430 yen on the 14th. The purchase period is from 8/15 to 10/10.

AI CROSS ＜4476＞: 1490 yen car -

Stop buying at a high price. Sales for the second quarter (interim period) of the fiscal year ending 2014/12 were 1.773 billion yen (up 7.3% from the same period last year), operating profit was 0.215 billion yen (up 42.8% from the same period last year), and ordinary profit was 0.211 billion yen (up 46.4% from the same period last year), and the market related to business communication platforms that develop the Group's services continued to grow and was strong. At the same time, the introduction of a shareholder benefit system was announced, and QUO cards worth 15,000 yen each year will be presented to shareholders holding 300 shares (3 units) or more as of the end of December and June.

AnyMind ＜5027＞: 1,216 yen (+85 yen)

Significant continuous increase, year-to-date high price update. An upward revision of the earnings forecast for the fiscal year ending 2014/12 was announced, and it has been well received. Final profit was revised upward from the previous forecast of 0.738 billion yen to 1.35 billion yen (82.9% increase). In the first half of the year, the performance of each business segment exceeded expectations and remained steady. In particular, growth support projects for creators in the partner growth area have achieved strong growth by strengthening the acquisition of new creators not only in Japan but globally. Furthermore, as a result of promoting efficient business expansion, profits at each stage are expected to exceed initial earnings forecasts.