＜9716＞ Nomura Crafts 800 -30

The sharp decline continued. Financial results for the first half of the year were announced the day before. Operating income was 1.44 billion yen, down 35.0% from the same period last year, reversing from 1.03 billion yen in the first quarter, 5.4 times the same period, to a drastic decrease in profit. Progress on large-scale projects was concentrated in the second half of the year, and it seems that it was a terminal period for sales. Labor costs and IT-related expenses have also increased. Meanwhile, the volume of orders received in the first half of the year increased 15.2%, rebounded from the same 4.4% decrease in the first quarter, and the balance of orders also increased drastically, with a 36.6% increase compared to the end of the same period last year.

＜6136＞ OSG 1782.5 -174

The sharp decline continued. Financial results for the 3rd quarter were announced the day before, and cumulative operating income was 14.5 billion yen, up 2.7% from the same period last year, and the full-year forecast was revised downward from the previous 23 billion yen to 19 billion yen. Although there is a positive effect of the depreciation of the yen, the recovery in demand is weaker than expected and production adjustments are continuing, and cost increases due to inflation are also a downside factor in earnings. The full year market consensus seems to have been around 22 billion yen, resulting in a downward revision above expectations.

＜3093＞ Trefax 1413 -227

Plummeting. Financial results for the first half of the year were announced the day before, and operating profit was 1.75 billion yen, up 20.5% from the same period last year, but the rate of increase slowed from 1.35 billion yen in the first quarter, an increase of 30.7%. It landed at a level revised upward in the first quarter, and a sense of immediate exhaustion took precedence. Profit declined slightly by 4.8% from the same period in the June-August fiscal year. Cost increases associated with center expansion and relocation aimed at securing inventory for new stores, base increases aimed at securing human resources, and increased advertising investment in the dress rental business have had an impact.

＜3697＞ SHIFT 15650 +1000

Massive backlash. Financial results for the fiscal year ended 24/8 were announced the day before, and operating profit was 10.5 billion yen, down 8.9% from the previous fiscal year, and it is also below the lower limit of the previous forecast range of 11.6-14.6 billion yen. The background is a decline in occupancy rates due to poor sales. However, since the financial results for the 3rd quarter were a negative surprise, the downturn in earnings seemed to be on the expected line, and a sense of impending exhaustion of bad materials took precedence. The fiscal year ending 25/8 is expected to be 13.5 billion yen, an increase of 28.1% from the previous fiscal year, and it is also a trend where people are aware of a return to a growth trajectory in the future.

＜3994＞ MONEY FORWARD 6240 +326

Massive backlash. Fee structure revisions for back office SaaS “Money Forward Cloud” were announced. Part of the fee structure will be revised in 25/2 and 6 in order to establish a development system that enables stable service provision and provide plans according to usage conditions and company size. In addition to establishing a new single-person corporate plan, the price of the small business plan and business plan will each be raised by 2000 yen per month. Expectations that this will lead to an effect of boosting earnings for the fiscal year ending 25/11 have taken the lead.

＜2337＞ strawberry 384 +22

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 property sales was a factor in the decline in profit, and it seems to be at the same level as market expectations. Real estate acquisitions are going well, and the full-year forecast of 16 billion yen 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 a move was made to evaluate it as larger than expected.

＜6432＞ Takeuchi Production 4705 +325

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. Sales were revised downward due to a slowdown in mini excavator sales, but the decline in marine freight rates and the depreciation of the yen boosted earnings. Financial results evaluations are mixed, but 2 million shares, which is 4.2% of the number of issued shares, were announced, and stock buybacks with an upper limit of 7 billion yen were announced, and it was the first large-scale stock purchase, and improvements in capital policy were evaluated.

＜2157＞ Koshidaka HD 1133 +150

Stop height. Financial results for the fiscal year ending 24/8 were announced the day before, and operating profit was 10.2 billion yen, up 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 looks like the profit growth 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.

＜3382＞ 7 & iHD 2292 -33

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. The main reason was the slump in the overseas convenience store business. The downturn in earnings itself is an expected line, but movements that negatively view the magnitude of the downward correction range have taken precedence.

＜9983＞ First Lite 54490 +3130

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, up 31.4% from the previous fiscal year, which greatly exceeded the previous plan of 475 billion yen. The profit of UNIQLO's domestic and international businesses increased drastically, and they were able to surpass their respective plans. The fiscal year ending 25/8 is expected to increase 5.8% to 530 billion yen, and a significant increase in profits in overseas businesses, including China, is expected 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.