KOA ＜6999 ＞: 1102 yen (-31 yen)

The sharp decline continued. A downward revision of the earnings forecast for the fiscal year ending 25/3 was announced the day before. Operating profit was lowered from the previous forecast of 3.9 billion yen to 1.6 billion yen, down 51.7% from the previous fiscal year. Automobile sales volume is sluggish, actual demand continues to be sluggish in the industrial equipment and consumer equipment markets due to economic stagnation in Asia, and customer inventory adjustments continue more than expected, so the recovery in demand for resistors is expected to slip into the next fiscal year or later. The downward trend from the first quarter results is also an expected line, and the magnitude of the correction range is viewed negatively.

Adastria ＜2685＞: 3550 yen (+215 yen)

Massive backlash. Financial results for the first half of the year were announced the day before, and operating profit was 9.92 billion yen, down 3.8% from the same period last year, but the reaction of the temporary boost effect in the same period last year was also a factor, and it seems that the company plan has fluctuated around 0.5 billion yen. The consensus level is also expected to rise. Even though some consolidated subsidiaries are struggling, it seems that standalone performance is stronger than expected. Also, the September monthly schedule is scheduled to be announced tomorrow, and it seems that expectations are ahead of the situation of companies that closed on the 20th.

ROHM ＜6963＞: 1,696 yen (+90 yen)

Massive backlash. It has been agreed and announced that they will begin considering a partnership with Denso in the semiconductor field. As the importance of semiconductors increases due to the electrification of automobiles and the sophistication of autonomous driving, it seems that partnerships in fields such as procurement and joint development are also anticipated. With the start of partnership studies, it is also a policy for Denso to acquire a portion of the company's shares. Expectations are ahead that there is a high possibility that it will lead to business expansion in the semiconductor business.

Shimamura ＜8227＞: 8167 yen (+343 yen)

Massive backlash. Financial results for the first half of the year were announced the day before. Operating profit was 31.4 billion yen, up 4.1% from the same period last year, and compared to the same 0.3% increase in the first quarter, 16.8 billion yen for the fiscal year ending June/8, up 7.6%, and the profit rate expanded. The market consensus also seems to have fluctuated by about 0.5 billion yen. It seems that it is a cause of fluctuations in comparison to market expectations, such as slipping in SG&A expenses, etc., but gross profit margin etc. are steadily improving, and profitability improvements due to a break in yen depreciation are expected in the future, so expectations for the future are growing.

Tea Gaia Inc ＜3738＞: 2925 yen -

A selling trend. It has been announced that US Bain Capital will start TOB with the aim of going private. The TOB price is 2670 yen, which is about 27% below the previous day's closing price. The lower limit of the number planned to be purchased is 7.07 million6300 shares, and it seems that the major shareholders Sumitomo Corporation and Optical Communications are planning to apply for the company's own stock TOB to be implemented after TOB is established. The company's stock price has skyrocketed since late June due to heightened restructuring observations, resulting in an unusual discount TOB.

Inbound PF ＜5587＞: 705 yen (+6 yen)

Continued growth. It was announced that a restaurant reservation platform for foreign visitors to Japan has been opened. The company, which has service development know-how for foreigners and a large number of foreign visitors to Japan, cooperates with companies and restaurants that have already developed customer attraction/reservation services for restaurants, and supports inbound customer attraction and reservation management operations to restaurants by implementing approaches aimed at foreign visitors to Japan through the company's web media and various services. At the same time, it was announced that they have started providing a rental car reservation service “Car Rental Japan” for foreign visitors to Japan.

Kids Bio ＜4584＞: 122 yen (0 yen)

fight. S-Quarre, a subsidiary, announced that it has signed a joint research agreement with Dokkyo Medical University and Hoya Technosurgical regarding the development of new treatments for ischemic bone disease. In this agreement, it is said that SHED (SQ-SHED) using Escatl's own manufacturing method and bone filler technology owned by HOTS will be combined, formulation studies assuming clinical trials and transplantation method studies assuming clinical trials will be carried out, and it is said that it aims to improve the quality of life of patients suffering from ischemic bone disease for which treatment has not yet been established in the world.

F-Brain ＜3927＞: 699 yen (+12 yen)

fight. It has been announced that 2 companies have simultaneously made ARPEGGIO and ICR subsidiaries. By making ARPEGGIO, which has recruitment and educational capabilities, and ICR, which has automation/labor-saving know-how in business operations and the ability to acquire projects through its own networks, become subsidiaries, 4 IT human resources business companies with unique strengths in each phase of “recruitment,” “education,” “sales,” and “operation.” By sharing their respective strengths with each other, it is said that the accelerated growth of each company and further development of the group as a whole can be realized.