Disco ＜6146＞: 37,980 yen (+2,400 yen)

backlash. Financial results for the 2nd quarter were announced the day before. Operating profit for the fiscal year ending 7/9 was 42.6 billion yen, up 51.6% from the same period last year, and it has landed above the level estimated from the individual sales bulletin announced on 10/4. The improvement in gross profit margin has been greater than expected, and it seems to have led to stock price evaluation materials. Meanwhile, the forecast for the 10-12 fiscal year is 29.2 billion yen, which is about 15 billion yen lower than the market forecast, but it is viewed as conservative as before.

Meiko ＜6787＞: 6160 yen (+380 yen)

Massive backlash. At Morgan Stanley MUFG Securities, the investment decision was newly “overweighted,” and the target stock price was set at 7600 yen. It seems that they have determined that the two changes in the printed circuit board market, de-Chineseization of the supply chain and growing demand for in-vehicle build-up boards, will be a tailwind. It seems that it is expected that results of implementing active investments to expand production capacity will be shown based on a clear eye that captures market trends.

Nihon Kohden ＜6849＞: 2283 yen (+203.5 yen)

Massive backlash. Revisions to earnings forecasts were announced the day before. While operating income for the first half of the year was revised upward from the previous forecast of 3 billion yen to 5 billion yen, down 33.3% from the same period last year, net profit was revised downward from 1.5 billion yen to 0.5 billion yen. Since AED sales were strong in the PAD market, it seems that domestic sales have exceeded expectations. Meanwhile, when exchange losses are recorded, ordinary income or less is in the form of a downward revision. Since there was an operating deficit in the first quarter, movements that positively viewed the rapid recovery of the main business base took precedence.

Sansan ＜4443＞: 2387 yen (+212 yen)

Significant continued growth. Nomura Securities has upgraded investment decisions from “neutral” to “buy,” and the target stock price has also been raised from 2,500 yen to 2700 yen. Stock prices softened in response to weak operating profit and loss in the first quarter, but fundamentals shown by adjusted operating income etc. remained strong, and it seems that earnings forecasts were revised upward mainly due to improvements in gross profit margins. An operating surplus is expected from the 2nd quarter onwards, and it seems that stock prices are expected to enter a phase incorporating medium- to long-term growth potential.

Kasumigaseki Capital ＜3498＞: 14320 yen (-1,780 yen)

The sharp decline continued. The issuance of Euro yen CB maturing 2029 has been announced. The total amount of corporate bonds was determined to be 22 billion yen, and the conversion value was determined to be 17710 yen, and the increase rate at the previous day's closing price was 10.00%. The allotment date for stock acquisition rights is 11/5, and the exercise period is from 11/19 to 29/10/22. The potential dilution rate due to the current financing is 12.63%, which seems to be leading to sales materials. Furthermore, it seems that the funds raised will mainly be development land acquisition funds, development funds, and property acquisition funds.

Body notebook ＜4014＞: 524 yen (+3 yen)

backlash. The medium-term management plan - matters relating to business plans and growth potential - was announced after the transaction ended on the 17th, and it was well received. We aim for an operating profit margin of 30% (same as 4.6%) with sales of 5 billion yen or more for the fiscal year ending 28/7 (2.19 billion yen) and operating profit of 1.5 billion yen or more (same 0.1 billion yen). In addition, management goals include reviewing strategies based on effects such as cancellation of M&A, etc., moving the plan back by 1 year for structural reforms, and meeting Tokyo Stock Exchange Prime market listing standards to expand corporate value.

Nifty Life ＜4262＞: 867 yen (+10 yen)

backlash. It was announced that the data feed optimization service “DFO” has begun cooperation with the new internet shopping service “d point market” provided by NTT DOCOMO, and it is viewed as good news. With the start of cooperation, it became easy to create and post product data feeds for the “d point market”, and it became possible to operate smoothly. Also, by using the company's “DFO,” internal adjustments, system development, etc. relating to in-house data feed creation and operation are unnecessary, and it is said that reduction in man-hours and costs, shortening the period until introduction, etc. can be realized.

DWTI＜4576＞: 73 yen (+2 yen)

skyrocketing. It was announced that a joint research agreement will be concluded with the University of Tokyo for the purpose of research and development of new therapeutic agents related to glaucoma surgery. The first treatment for glaucoma is administration of eye drops, and laser treatment and glaucoma surgery are performed when the effects of eye drops are insufficient or depending on progress, but not only can glaucoma surgery cause serious complications after surgery, but sufficient effects are not expected. The company, Specially Appointed Professor Miyajima Atsushi of the Institute for Quantitative Biosciences, the University of Tokyo, and Professor Aihara Hajime of Ophthalmology at the University Graduate School of Medicine will conduct joint research aimed at developing revolutionary new eye drops related to glaucoma surgery.