＜9684＞ Squeni HD 5542 -678

Plummeting. Financial results for the 2nd quarter were announced last weekend, and operating income for the July-9 fiscal year was 10.3 billion yen, down 27.4% from the same period last year, and the market forecast was about 3 billion yen lower. In addition to sluggish growth in HD games due to struggles with “Seiken Densetsu: VISIONS of MANA,” etc., the reaction in royalty revenue the previous year was also a factor in the decline in profit. The full-year forecast remains unchanged at 40 billion yen, but the consensus forecast seems to be devaluing. Also, “Dragon Quest 3” is scheduled to be released on November 14th.

＜8848＞ Leopalace 21 513 -68

Plummeting. Financial results for the second quarter were announced last weekend. Operating profit was 7.1 billion yen, down 1.0% from the same period last year, slowing down from the same 35.0% increase in the first quarter, and market expectations are also about 0.5 billion yen lower. Net profit has declined drastically by over 80% due to deferred tax asset revocation, etc. It seems that there were expectations of an upturn in the full-year plan, etc., leading to a reaction ahead of expectations. The average occupancy rate seems to be slightly declining even though the rent unit price is on an upward trend.

＜6965＞ Hamamatsu Hotnik 1765 -259

Plummeting. Financial results for the fiscal year ended 24/9 were announced last weekend. Operating profit was 32.1 billion yen, down 43.3% from the previous fiscal year, and landed at the same level as the company plan. Meanwhile, the fiscal year ending 25/9 is 24.1 billion yen and is expected to decrease 25.0%, which is 10 billion yen or more below the market consensus of a 2-digit increase. Although a recovery in sales is expected for major industries, it seems that cost burdens will increase due to aggressive growth investments such as sales promotion expenses and research and development expenses.

＜8113＞ unicharm 4100 -616

Plummeting. Financial results for the 3rd quarter were announced last weekend, and core operating income for the July-9 fiscal year was 30.5 billion yen, down 10% from the same period last year, and market expectations are expected to be lowered by about 6 billion yen. Asian regions such as China, Thailand, and Indonesia seem to be declining more than expected due to deteriorating competitive environments. The full-year forecast for the fiscal year ending 24/12 is 144 billion yen, an increase of 12.5% from the previous fiscal year, and it seems that Asian shipments are expected to recover in the fourth quarter, but it seems that the sense of uncertainty cannot be erased.

＜4071＞ plus alpha 1733 -431

crash. Financial results for the fiscal year ending 24/9 were announced last weekend, and operating profit was 4.54 billion yen, up 22.4% from the previous fiscal year, slightly lower than the previous forecast of 4.8 billion yen. Also, for the fiscal year ending 25/9, 5.6 billion yen is expected to increase 23.3% from the same period. The annual dividend is planned to be 18 yen, an increase of 2 yen from the previous fiscal year. It also seems that they are expecting an increase in sales and profits of HR solutions. However, as an image of medium-term growth until now, operating income for the fiscal year ending 25/9 was expected to be 6.45 billion yen, so guidance is somewhat weak.

＜2875＞ Toyo Suisan 9647 +666

Massive backlash. Financial results for the 2nd quarter were announced last weekend, and operating income for the July-9 fiscal year was 17.9 billion yen, up 7.5% from the same period last year, exceeding market expectations of around 17 billion yen. The full-year forecast remained unchanged at 72 billion yen, but there was an appreciation correction based on exchange rate assumptions, and in effect, it is also in the form of an upward revision. It also seems to suggest the possibility of price increases in North America over the next fiscal year. Also, concrete measures for management policies that are conscious of stock prices are scheduled to be announced in March next year, and expectations seem to be ahead.

＜3393＞ Startia H 2220 +255

rapid expansion. Financial results for the first half of the year were announced last weekend, and operating profit was 1.32 billion yen, up 2.5% from the same period last year, exceeding the previous forecast of 1.2 billion yen. The first quarter had a sluggish start with a 2-digit decline in profit. Meanwhile, the full-year forecast was revised upward from the previous 2.5 billion yen to 2.62 billion yen. It also seems that sales of network-related devices and replacement of business phones have been going strong. The annual dividend was also raised to 102 yen from the previous plan of 97 yen. Stock buybacks were also carried out through off-site transactions.

＜9045＞ Keihan HD 3367 +414.5

rapid expansion. Financial results for the first half of the year were announced last weekend, and operating profit was 22.8 billion yen, up 32.5% from the same period last year, and the full-year forecast was revised upward from the previous 35.5 billion yen to 39.2 billion yen. In addition to the effect of increasing inbound traffic, condominium sales also seem to be steady. In addition, it was announced that 7.1 million shares, which is 6.62% of the number of issued shares, will be implemented with an upper limit of 20 billion yen, and acquisitions of which 3.3 million shares were carried out through today's off-site transaction. A 30% dividend payout target starting next fiscal year was also announced.

＜6383＞ Daifuku 3300 +349.5

rapid expansion. Financial results for the 2nd quarter were announced last weekend, and operating income for the July-9 fiscal year was 21.7 billion yen, 2.0 times the same period last year, exceeding market expectations of around 18 billion yen. Also, the full-year forecast was revised upward from the previous 56 billion yen to 64 billion yen (9 months of irregular settlement for the current fiscal year). It seems that price transfers and cost reductions will progress more than expected in all businesses. The annual dividend was also increased from the previous 40 yen to 47 yen. 5 million shares, which is 1.35% of the number of issued shares, and share buybacks with an upper limit of 10 billion yen were also announced.

＜6758＞ Sony G 2975 +169.5

Significant continued growth. Financial results for the 2nd quarter were announced last weekend, and operating profit for the July-9 fiscal year was 455.1 billion yen, up 73.0% from the same period last year, reaching 100 billion yen or more above market expectations. Strong performance in the game business is the main cause of drastic increases in profits and fluctuations in market expectations. The full-year forecast is 1 trillion311 billion yen, leaving an 8.4% increase from the previous fiscal year unchanged, but movements that positively view the drastic increase in actual values take precedence. While the game business has been raised, it seems that imaging etc. have been revised downward.