Cosmos Pharmaceutical ＜3349＞: 7729 yen (+409 yen)

Massive backlash. Financial results for the first quarter were announced last weekend, and operating profit was 11.6 billion yen, up 28.8% from the same period last year, surpassing market consensus by about 2 billion yen. The gross profit margin for general food products seems to have improved significantly. The unchanged full-year plan is 31.6 billion yen, an increase of 0.3% from the previous fiscal year, and there is also a situation where there is awareness of a significant increase. Furthermore, existing store sales in September, which were announced at the same time, fell 4.2% from the same month last year, and are negative for the first time in 2 months.

Samty HD ＜187A＞: 3290 yen (+210 yen)

Significant continuous growth. “Hill House,” a Singaporean investment fund, has announced that it will implement TOB with the aim of making it a wholly owned subsidiary. The TOB price is 3300 yen, and the TOB period is from 10/15 to 11/26. The movement towards the same TOB price has become dominant. The premium against the closing price last weekend was 7.1%, but last weekend, some takeover reports were reported, and it was a development where it skyrocketed from the 2800 yen level.

Kosaido HD ＜7868＞: 575 yen (+80 yen)

The stop is high. Financial results for the first quarter were announced last weekend, and operating profit was 2.02 billion yen, 2.7 times the same period last year. In addition to continuing the effects of ceremony hall expansion in the funeral revenue segment, large-scale project projects seem to have contributed in the asset consulting segment. Compared to the full-year forecast of 8 billion yen, which is a 50.3% increase from the previous fiscal year, sales for the first quarter of every year are viewed as good progress due to the fact that they are at a relatively low level, and it seems that upward expectations are rising.

Bic Camera ＜3048＞: 1,721 yen (+191 yen)

Massive backlash. Financial results for the fiscal year ended 24/8 were announced last weekend, and operating profit was 24.4 billion yen, an increase of 71.6% from the previous fiscal year, which surpassed market expectations by just over 1 billion yen. It also seems that Kojima, TD Mobile, etc. have surpassed expectations. The fiscal year ending 25/8 is 26.5 billion yen, which is expected to increase 8.7% from the same period. The market consensus seems to have been around 25 billion yen. It seems that they are expecting an increase in duty-free sales etc. for Bic Camera. In addition to financial results that are higher than expected, expectations are ahead for the new mid-term plan scheduled to be announced on the 18th.

JINSHD ＜3046＞: 6160 yen (+1000 yen)

Stop height. Financial results for the fiscal year ended 24/8 were announced last weekend, and operating profit was 7.84 billion yen, up 61.7% from the previous fiscal year, which greatly exceeded the previous plan of 6.3 billion yen. In the domestic eyewear business, demand for seasonal products such as optional lenses such as visible light dimming lenses and sunglasses increased over the summer. The annual dividend was also drastically increased from the previous plan of 45 yen to 61 yen. Operating income for the fiscal year ending 25/8 is also planned to increase 8.5 billion yen, up 8.5% from the previous fiscal year, and the annual dividend is planned to increase 6 yen from the previous fiscal year to 67 yen.

D&M Company ＜189A＞: 850 yen (-35 yen)

Decline. Results for the 1st quarter of the fiscal year ending 25/5 were announced after the transaction ended on the 11th. Net sales remained steady at 0.441 billion yen (up 44.1% from the same period last year) and ordinary profit of 0.086 billion yen (up 18.1% from the same period). The number of F&I service debt purchasing companies steadily increased, and sales of large medical related devices for C&Br services contributed. Also, for HR&OS services, preparations are underway to expand the provision of outsourcing services, and it is said that sales are expected to increase from the 2nd quarter onwards. However, the positive impact on stock prices has been limited.

Fun Pep (4881): 133 yen (+3 yen) 134 +4

backlash. It was announced that joint research on novel adjuvants for antibody-inducing peptides has begun with Shionogi Pharmaceutical. The purpose of this joint research is to search for novel adjuvants of antibody-induced peptides with excellent efficacy, safety, and convenience by utilizing Shionogi Pharmaceutical's vaccine development and adjuvant technology know-how, and mainly Shionogi Pharmaceutical will examine formulations of new adjuvants, and the company plans to conduct drug efficacy evaluations and safety evaluations in animal tests. Expenses related to the work in charge of the joint research will be borne, but it is said that there is no change in the research and development cost forecast value for the fiscal year ending 24/12.

Wanteli＜3991＞: 1,170 yen (+35 yen)

skyrocketing. Consolidated financial results for the fiscal year ended 24/8 were announced and viewed as good news. Operating revenue was 4.722 billion yen (down 0.5% from the previous fiscal year), but operating profit was 1.594 billion yen (up 0.3% from the same period), and ordinary profit was 1.579 billion yen (up 1.0% from the same period). In addition to continuing development and improvement of “Wantedly Visit,” which is the main product, we are proceeding with the provision of an “Engagement Suite,” and as of the end of 24/8, the number of registered enterprise users was 0.042 million companies and the number of registered individual users was 4.09 million, and sales are expected to increase by about 5% in the 25/8 fiscal year.