Strawberries ＜2337＞: 386 yen (+24 yen)

Massive backlash. Financial results for the 2nd quarter were announced the day before, and operating income decreased by 2.6 billion yen and 13.3% from the same period last year to 4.2 billion yen in the first quarter, down 13.3% from the same period last year, but the timing of sales of the property was a factor in the decline in profit, and it seems that it was at the same level as market expectations. Real estate acquisitions are going well, and the full-year forecast of 16 billion yen, an increase of 23.5% from the previous fiscal year, remains unchanged. Meanwhile, 17 million shares, which is 3.88% of the number of issued shares, were announced, and share buybacks with an upper limit of 6 billion yen were announced, and the scale and evaluation movements are higher than expected.

Takeuchi Productions ＜6432＞: 4830 yen (+450 yen)

Significant continued growth. Financial results for the first half of the year were announced the day before, and operating profit was 24.9 billion yen, up 46.5% from the same period last year, and the full-year forecast was revised upward from the previous 38.5 billion yen to 44.5 billion yen, up 26.1% from the previous fiscal year. Sales were revised downward due to a slowdown in mini excavator sales, but it seems that the decline in marine freight rates and the depreciation of the yen will boost earnings. Financial results evaluations are mixed, but 2 million shares, which is 4.2% of the number of issued shares, and share buybacks with an upper limit of 7 billion yen were announced, and it was the first large-scale stock purchase, and it was a movement to evaluate improvements in capital policy.

Koshidaka HD ＜2157＞: 1,133 yen (+150 yen)

Stop height. Financial results for the fiscal year ended 24/8 were announced the day before, and operating profit was 10.2 billion yen, an increase of 32.6% from the previous fiscal year, which greatly exceeded the previous forecast of 9.28 billion yen. There was an 18.3% increase from the same period last year until the 3rd quarter, but it also looks like the profit rate will increase further in the June-August fiscal year. The fiscal year ending 25/8 is expected to be 11.6 billion yen, up 13.9% from the previous fiscal year. In addition to anticipating a steady trend in existing stores centered on the number of customers, it seems that new store effects will also contribute. The annual dividend is also planned to be 24 yen, an increase of 6 yen from the previous fiscal year.

7 & iHD ＜3382＞: 2,215 yen (-110 yen)

The sharp decline continued. Financial results for the first half of the year were announced the day before, and operating profit was 187 billion yen, down 22.4% from the same period last year, falling below the previous forecast of 222 billion yen. The consensus is also declining, but according to previous observation reports, it was reported that it had fallen below 200 billion yen. Meanwhile, the full-year forecast was revised downward from the previous 545 billion yen to 403 billion yen, down 24.6% from the previous fiscal year. The slump in the overseas convenience store business seems to be the main factor. The downturn in earnings itself is an expected line, but the magnitude of the downward correction range is viewed negatively ahead.

Fast Rite ＜9983＞: 5,3310 yen (+1950 yen)

Significant continued growth. Financial results for the fiscal year ended 24/8 were announced the day before, and operating profit was 500.9 billion yen, an increase of 31.4% from the previous fiscal year, which greatly exceeds the previous plan of 475 billion yen. Profits from UNIQLO's domestic and international businesses have increased drastically, and they are now able to advance their respective plans. The fiscal year ending 25/8 is expected to increase 5.8% to 530 billion yen, and it seems that overseas businesses, including China, are expecting a significant increase in profit on a local currency basis. The increase in the previous fiscal year also seems to have surpassed market consensus by just over 10 billion yen.

AeroEdge ＜7409＞: 2273 yen car -

Stop buying at a high price. After the transaction ended on the 10th, they announced the conclusion of long-term contracts for parts supply with major global aircraft-related manufacturers, and it has been well received. This agreement is a long-term contract for the company to manufacture and sell commercial aircraft-related parts to major overseas global aircraft-related manufacturers. Based on the agreement, the company plans to supply a fixed ratio of contract parts necessary for the production of related aircraft parts over the contract period. Furthermore, it is said that it aims to expand its business portfolio by realizing mass production of aircraft-related parts other than LEAP engines.

Piers ＜7066＞: 818 yen (+52 yen)

A sharp backlash. It was announced that a stock buyback would be carried out after the transaction ended on the 10th, and there was a sudden backlash using this as a clue. The upper limit of shares that can be acquired is 0.25 million shares (2.6% of the total number of issued shares excluding treasury stock), or 0.2 billion yen. The acquisition period is from 10/15 to 25/4/14. In addition to dividends, the company is considering treasury stock acquisition as an option, and it is said that it will comprehensively consider current stock market prices and financial conditions, etc., and implement a flexible capital policy according to the business environment.

Helios ＜4593＞: 212 yen (+7 yen)

A sharp backlash. Milestone achievements and demand forecasts based on a joint research agreement aimed at utilizing culture supernatants with AND Medical Group were announced, and they are viewed as good materials. The first milestone was achieved in response to the progress of research in a joint research agreement with AND Medical aiming to utilize technology related to the production of regenerative medicine products owned by the company and cultured supernatants produced during the production process, and following a one-time payment of 60 million yen at the time the contract was concluded, 60 million yen was received as compensation for this milestone, and payment is scheduled for the 4th quarter of the fiscal year ending 24/12.