大幅続伸。前日の取引時間中に第2四半期の決算を発表、その後はやや買い優勢となっていたが、本日も上値追いの動きになっている。7-9月期営業利益は1兆1558億円で前年同期比19.6％減となったが、一過性のマイナス要因を除けば、市場予想を10％程度上回る着地であったもよう。通期予想は4兆3000億円、前期比19.7％を据え置いているが、為替想定水準などは保守的。足もとで業績不透明感が強まっていた中、安心感が優勢となっている。Keio <9008>: 3915 yen (+559 yen).
Marked rebound. The company announced its first-half financial results the previous day, with operating profit reaching 31.7 billion yen, a 32.7% increase compared to the same period last year. The full-year forecast has been revised upwards from the previous 46 billion yen to 55 billion yen, a 25.5% increase compared to the previous year. The increase in the number of real estate sales and the rise in room prices in the hotel business are major factors contributing to the better-than-expected performance. The annual dividend has been raised from the previous plan of 70 yen to 100 yen. The company also announced a share buyback of up to 5.6 million shares, equivalent to 4.6% of the issued shares, and 15 billion yen.
Toyota Industries <7203>: 2802.5 yen (+118 yen).
Significant continued growth. The company released its second-quarter earnings during the previous trading session, and there was some buying preference afterwards, with today also showing an upward movement. Operating profit for the July-September period was 1.1558 trillion yen, a 19.6% decrease compared to the same period last year. However, except for transient negative factors, the landing exceeded market expectations by about 10%. The full-year forecast remains at 4.3 trillion yen, unchanged from the previous year, with a conservative assumption for exchange rates. Amid increased uncertainty about performance in the short term, a sense of reassurance prevails.
Coca BJH <2579>: 2266 yen (+323 yen).
Significant continued growth. The company's announcement of a large-scale share buyback was seen as a buying incentive. They plan to acquire a maximum of 20 million shares, equivalent to 11.0% of the issued shares, and 30 billion yen, with the acquisition period from November 11th to October 31st, 25 years. Anticipated support in the immediate supply and demand dynamics. In addition, the third-quarter results announced concurrently indicate a cumulative operating profit of 14.7 billion yen, 2.5 times higher than the same period last year. The full-year forecast has been raised from 10 billion yen to 11.5 billion yen, a 5.7-fold increase compared to the previous year. They have also announced an increase in dividends.
Meiko <6787>: 6600 yen Car -
Stop-high buy indication. The company announced its first-half financial results the previous day, with operating profit doubling to 9.29 billion yen compared to the same period last year. The full-year forecast has been revised upwards from the previous 16 billion yen to 19 billion yen, a 62.9% increase compared to the previous year. The significant expansion in the sale of high value-added build-up substrates is the main reason for the revenue exceeding expectations. The annual dividend has been raised from the previous plan of 72 yen to 80 yen, with an increase of 12 yen compared to the previous year.
Net One <7518>: ¥4305, price -
There is a buying preference for the stock hitting the upper limit. SCSK has announced the complete subsidiary of the company. The TOB price is set at 4,500 yen per share, representing a 24.8% premium over the previous day's closing price. The company has expressed its agreement with the TOB and is recommending shareholders to apply. It seems that there is a movement aiming to fully align with the TOB price. In addition, SCSK also marked a significant increase today, leading expectations for expanded business capacity through M&A activities.
BASE <4477>: ¥236 (-¥5)
Decline. In the third quarter of the fiscal year ending December 2024, revenue was ¥11.297 billion (an increase of 35.5% from the same period last year), and operating profit reached ¥0.814 billion (compared to an operating loss of ¥0.41 billion in the same period of the previous year), turning into a profit. The total circulation of the BASE business increased, with both the number of monthly stores and the monthly average GMV per shop increasing. In the online payment service "PAY.JP" business, both existing and new affiliated stores continue to increase. In the business funding service "YELLBANK," the number of shops using the service and the amount used have exceeded initial estimates due to the effects of functional improvements and other factors.
Amaoya <4258>: ¥3820 (+¥93)
Continued growth. The upward revision of the full-year earnings forecast for the fiscal year ending December 2024 has been announced, and it is considered positive news. Revenue is ¥4.74 billion (an increase of 5.3%), and operating profit has been upwardly revised to ¥0.468 billion (an increase of 17.3%), turning into a profit. The complete subscription of the company's log management product "ALog" starting in April has had a strong start, and there has been a smooth trend of orders in other services as well. The higher-than-expected operating profit margin, the occurrence of non-operating income from insurance surrender refund, and the lack of expected non-operating expenses are contributing factors.
AppBank <6177>: ¥96 (+¥3)
Continued growth. The company announced its participation as a media operation company in the joint promotion of the out-of-app payment business with GMO TECH after the close of trading on the 6th, which is seen as a positive development. Leveraging the traffic of the media "AppBank.net" operated by the company and the resources of GMO TECH's out-of-app payment service "GMO App Out-of-App Payment" and the GMO Internet Group, they aim to promote the out-of-app payment business and contribute to the revitalization and development of the app market, including games.
