＜5713＞ Sumitomo Mining 3801 -387

The sharp decline continued. Financial results for the first half of the year were announced the day before, and profit before income tax was 73 billion yen, a significant increase of 35.7% from the same period last year, but the full-year forecast was revised downward from the conventional 111 billion yen to 96 billion yen, a 0.2% increase from the previous fiscal year, leading to a negative reaction. Actual profit after deducting transient profit and loss remains unchanged in the forecast range of 110-120 billion yen, but it seems that transient negative factors, such as deterioration in inventory evaluations, will increase in the second half. The annual dividend of 99 yen remains unchanged.

＜3769＞ GMOPG 7557 -1075

Plummeting. Financial results for the fiscal year ending 24/9 were announced the day before. Operating profit was 25.2 billion yen, up 24.0% from the previous fiscal year, and the company's plans were slightly upward. Meanwhile, the fiscal year ending 25/9 is 30.2 billion yen, which is expected to increase 20.0% from the same period, but the consensus of around 32 billion yen is declining. Net profit is expected to decline due to falling profits from sales outside of business, etc. It seems that exit risks etc. of large member stores are factored in, but movements concerned about a slowdown in growth rates have taken precedence.

＜3659＞ Nexon 2123.5 -449

Plummeting. Financial results for the 3rd quarter were announced the day before, and operating income for the July-9 fiscal year was 51.5 billion yen, up 11.3% from the same period last year, but market expectations of around 60 billion yen declined. Also, the full-year forecast range is 124.6-133.1 billion yen, which falls short of the market forecast, which was around 160 billion yen. Sales of “Dungeon & Fighter Mobile” stalled earlier than expected by the market. A stock buyback with an upper limit of 10 million shares and 20 billion yen was announced, but the supporting effect was limited.

＜5805＞ SWCC 7420 +520

Significant continued growth. The day before, there was a rapid increase after financial results were announced at 3:00, but the movement to pursue higher prices continues today. Operating income for the first half of the year was 10.4 billion yen, 2.3 times the same period last year, and the full-year forecast was revised upward from the previous 13.5 billion yen to 20.5 billion yen, an increase of 59.9% from the previous fiscal year. The consensus was around 17.5 billion yen. Strong demand for power infrastructure seems to have been prolonged longer than expected. Also, the annual dividend was raised from the previous plan of 110 yen to 120 yen.

＜6465＞ Hoshizaki 5568 +451

Significant continued growth. Financial results for the 3rd quarter were announced the day before, and operating income for the July-9 fiscal year was 15.5 billion yen, up 23.4% from the same period last year, slightly above market expectations by just under 2 billion yen. The full-year forecast was revised upward from the previous 44 billion yen to 48.5 billion yen, but it seems that it was also viewed as extremely conservative. In addition, it was announced that 2.5 million shares, which is 1.7% of the number of issued shares, will be implemented with an upper limit of 10 billion yen. The previous share buyback was just completed in July, leading to a surprise.

＜4186＞ East Ohka 3780 +219

Massive backlash. Financial results for the 3rd quarter were announced the day before, and operating income for the July-9 fiscal year ended was 9.8 billion yen, 2.2 times the same period last year, exceeding market expectations of around 8 billion yen. Increased shipments of high-purity chemicals were the main reasons for the strong performance. The full-year forecast remained unchanged at 29.3 billion yen, but the consensus seems to be rounding up. In addition, it was announced that 2.5 million shares, which is 2.05% of the number of issued shares, will be implemented with an upper limit of 7 billion yen, and the acquisition period is from 11/13 to 25/1/31.

＜6753＞ sharp 1011 +122.6

rapid expansion. Financial results for the 2nd quarter were announced the day before, and operating profit was 6.29 billion yen, 5.3 times the same period last year. The market forecast seems to have fluctuated by around 3 billion yen. Smart offices are going well, and it looks like the reduction in device deficits has contributed. Net profit increased to 23 billion yen in terms of gains from sales of investment securities. The full-year operating profit forecast continues at 10 billion yen and net profit of 5 billion yen, respectively. It also seems that structural reform costs are also expected to be recorded. There is little negative impact, making it a safe place to buy.

＜8219＞ Aoyama Sho 1634 +300

Stops are highly proportional. A change in the dividend policy was announced, and conventionally, the lower dividend was 60 yen, and the dividend payout ratio was 40%, but from now on, whichever has a dividend payout ratio of 70% or DOE 3%, whichever is higher, will be adopted. Along with this, the annual dividend for the fiscal year ending 25/3 was increased from the previous 61 yen to 127 yen. Also, it was announced that 1.5 million shares, which is 2.98% of the number of issued shares, will be implemented with an upper limit of 3 billion yen. Furthermore, financial results for the first half of the year were also announced at the same time, and although actual values were lower than the previous forecast, the full-year forecast was revised upward.

＜6481＞ THK 3080 +500

Stops are highly proportional. It was announced that 20 million shares, which is 16.31% of the number of issued shares, and treasury stock up to 40 billion yen will be acquired, and the acquisition period is from today until 11/12 next year. In line with the decision on the basic policy “early implementation of ROE of 10% or more,” regarding the review of management targets, the purpose is to improve capital efficiency and enhance shareholder returns. It is a move that is expected to support supply and demand for the time being. Furthermore, financial results for the 3rd quarter were also announced, but full-year operating income was revised downward from 27 billion yen to 17 billion yen.

＜8035＞ East Elec 22805 +200

backlash. Financial results for the 2nd quarter were announced the day before, and operating income for the July-9 fiscal year was 148.2 billion yen, up 54.1% from the same period last year, and the full-year forecast was raised from the previous 627 billion yen to 680 billion yen, an increase of 49.0% from the previous fiscal year. The full year consensus seems to have been around 635 billion yen. The implementation of a stock buyback with an upper limit of 3.5 million shares and 70 billion yen was also announced. Also, while anticipating a decline in China, the fact that the WFE outlook for next year has not been changed also leads to a sense of security.