大幅続落。前日に上半期の決算を発表している。営業利益は20億円で前年同期比2.2倍と大幅増益になっている。ただ、第1四半期実績の12億円、同2.4倍から大きなサプライズは乏しく、通期予想の27.4億円、前期比14.7％増も据え置いているため、出尽くし感が先行する形のようだ。大幅増益に関しては、ワイエスフーズグループの取り込み効果に加えて、利益率の高いホタテ事業の比率も高まっているもよう。WNI Weather <4825>: 6010 yen (-690 yen)
Significant decline. It has been announced that 0.94 million shares will be offered for sale. The sellers are Chiba Bank, Mitsubishi UFJ Bank, Sumitomo Mitsui Bank, and Mitsubishi UFJ Trust Bank. The offering price will be determined between October 21st and 24th. Concerns about short-term supply-demand deterioration arise due to many days with daily volume of less than 0.1 million shares. The recent increase in stock price due to solid earnings and substantial dividend increases is also contributing to increased selling pressure.
Yoshimura Food <2884>: 1481 yen (-133 yen)
Significant continued decline. The company announced its first-half results the previous day. Operating profit has doubled from the same period last year to 2 billion yen. However, the lack of a significant surprise from the first quarter's 1.2 billion yen (2.4 times increase) and maintaining the full-year forecast at 2.74 billion yen (14.7% increase over the previous year) is leading to a sense of market saturation. The significant profit increase is attributed to the acquisition effect of Wise Foods Group and the increasing proportion of the high-profit scallop business.
Dip <2379>: 2663 yen (-302 yen)
Significant decline. The company announced its first-half results the previous day, with operating profit increasing by 20.6% from the same period last year to 7.52 billion yen. However, the lack of a significant surprise compared to the 20.4% increase in the first quarter, and maintaining the full-year forecast at 13.4 billion yen (5.0% increase over the previous year), is leading to a sense of short-term saturation. In terms of consensus comparison, operating profit is expected to slightly exceed expectations due to lower personnel costs, but revenue seems to be lower than expected. Additionally, the annual dividend has been increased from the previous plan of 88 yen to 95 yen.
Money Forward <3994>: 5672 yen (-611 yen)
Significantly declined. The company announced its third-quarter financial results the previous day, with an operating loss of 1.01 billion yen for the June-August period, widening the loss from 0.84 billion yen in the March-May period. The market consensus is also expected to be significantly lower at around 0.2 billion yen. Revenue did not meet the market expectation of over 10 billion yen, and it is believed that the Business and X domains did not meet the expected values. Despite the stock price being on an upward trend recently, there is a sense of slight disappointment in the performance improvement.
Laser Tech <6920>: ¥22,130 (-¥3,460)
Significant decline. Leading semiconductor manufacturing equipment company ASML from the Netherlands announced its third quarter earnings the previous day, with order volume significantly below market financial estimates and the 25-year performance guidance being revised down. The revenue that was previously expected to be 30-40 billion euros has been reduced to 30-35 billion euros, and the gross profit margin is also adjusted from the previous estimate of about 54-56% to 51-53%. The stock price has dropped significantly by 16%, leading to a wave of associative selling affecting the company which has a strength in supplying ASML.
Daiwa Cycle <5888>: ¥2,807 (+¥78)
Marked recovery after 8 days. It was announced that same-store sales revenue in September increased by 18.0% compared to the same month last year. The growth rate expanded from the previous month (7.3% increase). The number of customers increased by 10.8%, while the average spending per customer increased by 6.5%. Total revenue on a store-wide basis increased by 26.7%. In addition to having one more holiday, there was a rebound from the impact of Typhoon No. 10, which landed in the last week of August, as well as strong sales promotions. By category, electric assist autos and sports cars & repairs performed well.
TWOST <7352>: ¥833 (+¥39)
Marked increase. The operating profit forecast for August 2025 is announced to be 0.62 billion yen, an increase of 30.6% compared to the previous period. Aimed at achieving a record high profit landing, targeting significant growth by accelerating the growth of existing businesses and adding leapfrog growth through M&A. At the same time, the operating profit for August 2024, which was announced, landed at 0.474 billion yen, an increase of 48.6%. It is reported that both revenue and gross profit have reached the highest values since the founding, achieving 11 consecutive years of revenue growth.
Asterisk <6522>: ¥467 (+¥24)
Marked a significant rebound after 4 days. The operating profit/loss forecast for the fiscal year ending August 2025 is expected to be a profit of 22.3 billion yen. The company has announced plans to turn a profit by promoting sales activities focusing on the wholesale/retail industry, manufacturing industry, and logistics industry. The operating profit/loss for the fiscal year ending August 2024 landed at a loss of 22.4 billion yen (compared to a loss of 19.2 billion yen in the previous year). By reducing bonus payments and R&D-related expenses, the company managed to shrink sales and administrative expenses, resulting in a decrease in losses compared to the company plan (a loss of 38.9 billion yen).
