AI Mecatec ＜6227＞: 2201 yen car -

Stop buying at a high price. It has been announced that they have received large orders for wafer handling systems from major overseas semiconductor-related manufacturers. This system appears to be responsible for one of the important processes for thinning and laminating wafers in semiconductor manufacturing. The order amount is approximately 12 billion yen, and it seems that sales will be recorded from the fiscal year ending 25/6 to the fiscal year ending 26/6. Looking at consolidated sales results of 15.4 billion yen for the fiscal year ended 24/6, there seems to be a strong view that the impact will be significant.

Paul HD (3657): 420 yen (+8 yen)

Significant continued growth. Financial results for the first half of the year were announced the day before, and operating profit was 0.36 billion yen, down 36.2% from the same period last year, which greatly exceeded the previously forecast deficit of 0.12 billion yen. The background is the restoration of the overseas industry environment and the setback of temporary costs associated with business consolidation. Meanwhile, the full-year forecast was revised downward from the conventional 2.21 billion yen to 1.8 billion yen, and there seems to be a movement to end some large EC projects and cancel or postpone development of new titles by some game makers. However, concerns that the full-year plan was not achieved were originally reflected.

gumi ＜3903＞: 318 yen (+15 yen)

Massive backlash. Financial results for the first quarter were announced the day before, and operating profit and loss were 0.07 billion yen, turning into surplus from a deficit of 0.64 billion yen compared to the same period last year. On a quarterly basis, there is an operating surplus for the first time in 6 quarters. It looks like profit margins will improve as cost optimization has progressed. In the mobile online game business, profits from existing titles increased, and the deficit of “Astarta” was drastically reduced due to reduced operating costs. Even in blockchain and other businesses, development costs for other titles declined even though “Funkill Alternative” declined.

Mitsui & Co. ＜8031＞: 2,870 yen (+44 yen)

Massive backlash. Regarding the treasury stock repurchase currently being implemented, an increase in the acquisition quota and extension of the period have been announced, and the development is viewed positively. The implementation of a share buyback of the company with an upper limit of 40 million shares and 200 billion yen was announced on 5/1, and the acquisition period was from 5/2 to 9/20. Today, it was announced that the upper limit of the acquisition price will be 400 billion yen, and that the acquisition period will be extended until 25/2/28. It is said that all shares of treasury stock to be newly purchased will also be cancelled.

Mitsui Hi-Tech ＜6966＞: 783.8 yen (-149.9 yen)

Stop cheap. Financial results for the first half of the year were announced the day before, and operating income was 7.85 billion yen, down 6.9% from the same period last year, and the full-year forecast was revised downward from the previous 21 billion yen to 13 billion yen, down 28.3% from the previous fiscal year. The performance of the electronic components business deteriorated drastically from expectations that anticipated market recovery, and even in the electrical parts business, it seems to fall below expectations due to production adjustments by major customers and a decrease in sales volume by Japanese automobile companies in the Chinese market. A negative surprise preceded the downward correction which was more significant than expected.

Edge Technology ＜4268＞: 839 yen (+102 yen)

Significant increase continued for 5 days. The Tokyo Stock Exchange has expanded the upper limit of the price limit to 600 yen. The lower limit is 150 yen as usual, and the standard price is 737 yen. The high stop is 1337 yen, and the low stop is 587 yen. The Chiba Bank (8331) announced on the 6th that it will carry out a public tender offer (TOB) for 841 yen per share, and the movement towards TOB prices continues. Edge Technology has expressed an opinion in favor, and the company's stock is scheduled to be delisted.

Kudan ＜4425＞: 1495 yen (-10 yen)

decline. It has been announced that a “self-positioning starter kit NaviStart” for industrial DX will be jointly developed using SLAM (self-position estimation/environmental map creation) technology and local 5G together with HPC Systems ＜6597＞, and sales will begin on 10/1. Target customers are companies considering industrial introduction of remote piloting/autonomous driving solutions using self-positioning in addition to tracking management, productivity improvement/safety enhancement solutions for manufacturing, logistics, construction, agriculture, etc.

Dream Arts ＜4811＞: 3015 yen (+170 yen)

Significant increase continued for 5 days. It has been announced that collaboration with Fujisoft ＜9749＞ will begin. Achievements related to Dream Arts' main product “SmartDB” were evaluated, and certified as an official partner as a sales partner and cloud integration partner. Also, it is said that “SmartDB Certified Specialist (SCS)” has been certified by Fujisoft as a “self-enlightenment encouragement qualification” that promotes employee ability development as a qualification that contributes to the development of DX human resources.