Komeda Holdings <3543>: ¥2803 (+¥86)

Marked rise. The company's pre-tax profit for the first half of the year was ¥4.46 billion, up 3.1% from the same period last year. From ¥2.11 billion in the first quarter, a 6.4% decrease, the company turned to double-digit profit growth in the June-August period with ¥2.35 billion, a 13.5% increase. Existing store sales to FC-affiliated stores have been solid, and the increase in sales due to the effects of new store openings is also believed to have contributed. The full-year forecast of ¥9.35 billion, an increase of 7.3% from the previous year, remains unchanged.

Lion <4912>: ¥1708 (+¥117)

Significant rise. Japan Activation Capital, which operates investment funds specialized in large companies listed on the stock market, announced that it has run an investment in the company. It appears to have invested hundreds of billions of yen and acquired just under 5% of the issued shares. The fund was launched in April and this is its first investment project. It aims to secure short-term profits and seems to have a policy of holding about 5-10% of the shares of the invested company after discussions with the current management, distinguishing itself from activists.

Yoshinoya Holdings <9861>: ¥3184 (+¥113)

Sharp rise. The company announced its first-half results the day before, with operating profit at ¥3.71 billion, a 6.9% decrease from the same period last year, exceeding the previous forecast of ¥3.5 billion. While the profit in the first quarter decreased by 38.6%, the June-August period saw an 11.0% increase, turning into profit. The full-year forecast remains at ¥7 billion, with room for an upward revision from the 12.2% decrease in the previous year. The June-August period saw continued profit growth of "Hanamaru" and improved earnings of "Yoshinoya."

Rissho Mainland Education <4714>: ¥274 (+¥14)

Strong rebound. The company announced its first-half results the previous day, with operating profit at ¥1.46 billion, a 39.9% increase from the same period last year. The June-August period also saw an increase to ¥1.65 billion, up 17.2%, indicating a continued expansion trend. The full-year forecast is maintained at ¥2.67 billion, with expectations for an upward revision from a 1.6% increase in the previous year. The number of students and course takers at the post-secondary individual coaching school "TOMAS" and the in-school individual coaching "School TOMAS" have been steadily increasing, and cost reductions through efficient use of expenses have also progressed.

Sanko Synthetic <7888>: 614 yen (+38 yen)

Marked rebound. The operating profit for the first quarter was announced the day before, reaching 102 billion yen, which is 2.7 times higher than the same period last year. The full-year plan remains at 480 billion yen, a 16.2% increase from the previous year, and is seen as a significant upward trend considering seasonality. The improvement in profitability in the European and North American segments is leading to a substantial increase in profit. It seems that there is a strong positive impact from a higher-than-expected performance change rate.

Studio Atao <3550>: 215 yen (+25 yen)

Sharp increase. The performance for the second quarter of the fiscal year ending February 2025 is considered positive news, leading to a sharp increase. The revenue reached 160.3 billion yen (a 10.5% increase from the same period last year), with an improvement in the sales promotion expense ratio due to the increased revenue from store sales, internet sales, and continued investment in sales promotion related to ATAOLAND +. This resulted in an operating profit of 8.5 billion yen (an increase of 72.7% from the previous year), ordinary profit of 8.6 billion yen (an increase of 80.5% from the previous year), and an interim net profit of 4.3 billion yen (an increase of 66.7% from the previous year). It was also announced that in early November 2024, "Atao Yahoo! Store" will be opened.

Applics <3727>: 180 yen (-9 yen)

Buying preceeding, slide back without growth. Following the announcement of the joint development of the local government road patrol DX solution, this led to the stop-rise on the 9th in response to the implementation of dividends for this term and setting the dividend payout ratio at 30%. However, despite the buying leading the way, it fell into the negative zone without significant growth. To support the DX of road patrol identified as a challenge by local governments, Egrid, which is in the process of developing a road patrol DX solution using AI image analysis, announced a collaboration. The joint development started with the utilization of the corporate communication-enabled AI dashcam "AORINO Biz" provided by the company group.

Shikugaku <7049>: 605 yen (+4 yen)

The stock rebounded. After the close of trading on the 9th, it was announced that the number of companies introducing Sigidex Management Consulting Services has exceeded 4,500, which is considered a positive factor. The company declares its corporate philosophy of maximizing the potential of individuals by spreading Sigidex, and aims to contribute to improving the productivity of companies and people working there regardless of organizational size, industry, or job type. In order to further enhance customer satisfaction, the company continues to provide its unique management consulting services centered around operating organizations with 'Sigidex.'.