＜7974＞ Nintendo 8100 +444

Massive backlash. Financial results for the 2nd quarter were announced the day before, and operating income for the July-9 fiscal year was 67 billion yen, down 29.1% from the same period last year, but it seems that market expectations have exceeded 5 billion yen. Meanwhile, the full-year forecast was revised downward from the conventional 400 billion yen to 360 billion yen, but the downside itself was an expected line, and it seems that it also led to a sense that bad materials were running out in the near future. In addition to the decline in sales of hardware and software, the decline in revenue related to blockbuster movies had an impact on profit declines.

＜9983＞ Fast Lite 50350 +1250

Continued slight growth. It has been a relatively heavy movement in the upward price amid overall stock appreciation. Monthly trends for October were announced the day before. Existing store sales fell 7.5% from the same month last year, turning negative for the first time in 7 months. The number of customers decreased by 6.9%, and the customer unit price also fell by 0.7%. As the temperature remained high, it seems that sales of winter goods were struggling. There are also clothing specialty stores that have continued to be strong, such as United Arrows, and there seems to be a strong movement to take it negatively.

＜6908＞ IRISO ELECTRONICS 2923 +146

Significant continued growth. Financial results for the 2nd quarter were announced the day before, and operating income for the July-9 fiscal year was 1.93 billion yen, down 17.8% from the same period last year, exceeding market expectations by about 0.8 billion yen. Meanwhile, the full-year forecast was revised downward from the previous 7 billion yen to 4.3 billion yen, but the downside seems to be an expected line. Also, it was announced that 2 million shares, which is 8.9% of the number of issued shares, will be implemented with an upper limit of 6 billion yen. The previous stock buyback just ended in September, and the impact seems to be strong.

＜7180＞ Kyushu FG 782.1 +74.6

rapid expansion. An upward revision of earnings for the fiscal year ending 25/3 was announced the day before. Net profit was raised from the previous forecast of 25.5 billion yen to 28.5 billion yen, up 8.0% from the previous fiscal year. While loan interest, etc. and stock sales gains exceed expectations, expenses, credit expenses, etc. are expected to fall short of expectations. Since there was a 23.7% decrease in the first quarter compared to the same period last year, the positive response intensified. Also, the annual dividend has been raised from the previous plan of 18 yen to 20 yen.

＜6200＞ insource 1044 +78

Significant continued growth. Financial results for the fiscal year ended 24/9 were announced the day before, and operating profit was 4.94 billion yen, up 25.3% from the previous fiscal year, which exceeded the previous forecast of 4.85 billion yen. Also, for the fiscal year ending 25/9, profit is expected to increase by 2 digits continuously at 5.52 billion yen, up 11.8% from the same period. The annual dividend is also planned to be 23.5 yen, an increase of 3.5 yen from the previous fiscal year. It seems that sales growth of 2 digits is expected for each major business. Furthermore, a medium-term plan for the fiscal year ending 27/9 has been announced, and operating profit is aimed at 7.8 billion yen.

＜7972＞ ITOKI 1574 +114

Significant continued growth. Financial results for the 3rd quarter were announced the day before, and cumulative operating income was 7.81 billion yen, up 8.7% from the same period last year, turning from a 2.0 decrease in the first half results to an increase in profit. The full-year forecast is 10 billion yen, leaving a 17.3% increase from the previous fiscal year unchanged. In addition to strong sales in the workplace business, a decrease in logistics costs also seems to have boosted earnings. As for cumulative results for the 3rd quarter, both sales and operating profit seem to have hit record highs.

＜4902＞ Konica Minolta 666.3 -2.4

Falling back. Financial results for the 2nd quarter were announced the day before, and operating profit and loss for the July-9 fiscal year were in deficit of 0.3 billion yen, and the deficit continued in the first quarter. The surplus of about 1.5 billion yen fell short of market expectations against the backdrop of an increase in structural reform costs. The full-year forecast was revised downward from the previous surplus of 13 billion yen to a deficit of 14 billion yen. It seems that additional structural reform costs and impairment risks were factored in. Also, a share transfer of a US genetic testing company was announced. Progress in structural reforms is positive, but uncertainty about future growth potential etc. is intensifying.

＜3632＞ Glee 427 -38

A sharp decline. Financial results for the first quarter were announced the day before, and operating profit and loss were in deficit of 0.13 billion yen, which deteriorated drastically from the surplus of 1.42 billion yen in the previous quarter. The full-year forecast has not been disclosed, but according to consensus, a surplus of around 6 billion yen is expected, and it is taken as an unexpected sluggish start. In addition to sluggish earnings from existing titles, there was no contribution from new titles, and profit and loss from investment businesses has also deteriorated due to evaluation losses, etc.

＜6962＞ Large Vacuum 562 -52

A sharp decline. Financial results for the first half of the year were announced the day before, and operating profit was 0.92 billion yen, up 1.6% from the same period last year, and progressed steadily against the unchanged full-year plan of 1.5 billion yen, a 29.8% decrease from the previous fiscal year. However, the level declined from 0.58 billion yen in the first quarter, a 12.8% increase from the same period last year, and the positive impact seems limited. Also, due to the recording of exchange losses, ordinary profit and loss completely turned from a surplus of 1 billion yen in the first quarter to a deficit of 0.08 billion yen in the first half of the year.

＜4385＞ Mercari 1824 -347.5

Plummeting. Financial results for the first quarter were announced the day before, and core operating income was 4.1 billion yen, down 13.1% from the same period last year, and seems to have fallen close to 1 billion yen below market expectations. On the company side, progress is generally progressing as expected under a plan that focuses on the second half. The full year plan is 22-25 billion yen. Meanwhile, it seems that the GMV growth rate of Marketplace and US is below expectations. In the former, the rate of increase in sales slows down every quarter, and in the latter, the rate of decline expands.