Kura sushi ＜2695＞: 3480 yen (-145 yen)
Continued decline. Financial results for the 3rd quarter were announced the day before, and cumulative operating income was 6.36 billion yen, an improvement of 6.74 billion yen compared to the same period last year, greatly exceeding the full-year forecast of 5.5 billion yen. However, the May-July fiscal year was 0.72 billion yen, down 10.4% from the same period, and profit growth slowed. The consensus level also appears to have declined slightly. It seems that the pace of increase in sales in the US is slowing down as business confidence deteriorates. Furthermore, it seems that the upward trend in full-year results itself has already been factored in.
Tokiwa Koh＜9675＞: 1663 yen (+123 yen)
Significant continuous growth. Fortress Investment's Ontario, which is a US investment fund, has announced that it will implement TOB with the aim of making it a wholly owned subsidiary. The company expresses opinions in support and says that applications are recommended. The TOB price is 1650 yen, and although observation reports were reported the day before and it ended at a high stop, it is a premium of about 30% from the level before the rapid increase. Note, today they are being bought to a level slightly above TOB prices.
B-Garage ＜3180＞: 1605 yen (+158 yen)
Massive backlash. Financial results for the first quarter were announced the day before, and although operating profit was 0.32 billion yen, down 18.0% from the same period last year, a temporary increase in sales and administration costs such as exhibition costs and third DC related expenses was a factor, and negative reactions remained limited. Meanwhile, movements that look positively at 0.16 million shares, which is 1.26% of the number of issued shares, announcements of company stock buybacks with an upper limit of 0.2 billion yen, and announcements of the start of ID cooperation with Recruit's “Air Business Tools” are dominant.
Altner ＜2163＞: 1,882 yen (+130 yen)
Massive backlash. Financial results for the first half of the year were announced the day before, and operating profit was 0.96 billion yen, up 8.9% from the same period last year, and it looks like it will turn from a 0.6% decrease in the first quarter to an increase in profit. The full-year forecast of 1.7 billion yen, an 11.4% increase from the previous fiscal year, remained unchanged. In addition to the increase in the number of engineers, the operating rate also remained at a high level, and it also seems that the unit price for engineers is above the same period last year. Due to the effect of increasing sales, it seems that advance investments such as costs related to expansion of training facilities and recruitment-related investment costs have been covered.
Daiichi Sankyo ＜4568＞: 5280 yen (-494 yen)
A sharp decline. New data on datopotamab deluxtecan in phase 3 clinical trials targeting secondary/tertiary treatment for non-small cell lung cancer has been presented at the World Lung Cancer Society. The results seem to be mixed, but the partner AstraZeneca declined when the data was announced, and it looks like sales are ahead of the company. The median overall survival, which is one of the main evaluation items, showed an improvement trend for the docetaxel administration group, but it seems that no statistically significant improvement was observed.
Timey ＜215A＞: 1978 yen (-21 yen)
fight. After the transaction ended on the 9th, it was announced that the cumulative number of workers registered for the Skimabite service “Timey” from the start of service in '18 until now has exceeded 9 million people, and it is viewed as good news. The number of workers increased by about 3.9 times in 2 years and 9 months from 2.28 million at the end of '21. A record of 7 million people was recorded in February '24. Since then, it has increased by 2 million people in about six months, and has now surpassed 9 million people. Also, the spot work industry as a whole has expanded, and the number of registered members was approximately 25 million as of 9/1 (according to the Spot Work Association survey).
Lovable Market (9254): 1,584 yen (-23 yen)
backlash. After the transaction ended on the 9th, it was announced that a company providing services in the tourism industry introduced the Google business profile management tool “Jisou Map,” equipped with a generative AI function provided by the subsidiary Jisou, and it is viewed as good news. The company is developing hotels and amusement facilities domestically, and will utilize the “Jisou Map” provided by the company to raise awareness and attract customers for resort hotels newly opened in July.
Broad Enter＜4415＞: 777 yen (+42 yen)
Significant continued growth. A business alliance agreement was concluded with Mitsubishi Estate, and it was announced that package sales of “BRO-ROOM” and “HOMETACT” have begun, and it is viewed as a good source of information. Centering on “BRO-ROOM,” which is a value-added service for existing rental properties provided by the company, and the comprehensive smart home service “HOMETACT” developed by Mitsubishi Estate, they plan further business expansion with each other, and proceed with their sales activities in mutual cooperation. Through this partnership, we will multiply and complement each other's customer base, leading to a wide range of solution proposals.