Ryohin Keikaku ＜7453＞: 2931.5 yen (+146.5 yen)

Significant continued growth. It seems that a management policy briefing session was held by the next president last weekend. It seems to have led to an increase in evaluations. According to the 3-year rolling plan up to the 27/8 fiscal year, operating income is targeted at 79 billion yen compared to 55 billion yen planned for the fiscal year ending 25/8, and operating income for the fiscal year ending 27/8 is targeted, and it seems that they will aim for an average annual growth rate of 10% or more. The plan is to accelerate the opening of stores in Southeast Asia while maintaining the pace of domestic store openings.

Joyful Honda ＜3191＞: 1,761 yen (-222 yen)

The sharp decline continued. Sales of 7.51 million3300 shares and implementation of sales due to overallotment of 1.12 million6900 shares have been announced. It seems that major shareholders such as Arclans and Joyo Bank will be the main sellers. Movements to be wary of an imminent deterioration in supply and demand also seem to be ahead. Furthermore, from the viewpoint of mitigating the impact on stock supply and demand, it was also announced that 2.1 million shares, which is 3.37% of the number of issued shares, will be implemented with an upper limit of 5 billion yen, and the acquisition period is from the business day following the delivery date to 25/5/31.

Aozora ＜8304＞: 2539.5 yen (-180 yen)

A sharp decline. Financial results for the 2nd quarter were announced last weekend, and net profit for the fiscal year ending 7/9 was 4.3 billion yen, down 17.6% from the same period last year, turning from an 11.8% increase in the first quarter to a decline in profit. Declines in mutual fund cancellation gains, domestic REITs, overseas stock sales gains, etc. are the background for the first half of the year profit reduction settlement. The progress rate for the first half of the year against the deferred full-year plan of 18 billion yen has reached 66%, but the full-year plan remains unchanged. There are no changes in shareholder returns, etc., and it seems that financial results with few surprises have led to cutout sales pressure.

Apple ＜2788＞: 488 yen car -

Stop buying at a high price. Upward revisions to earnings and dividend forecasts were announced last weekend. Operating income for the fiscal year ending 2014/12 was raised to 1.51 billion yen, up 37.7% from the previous forecast of 1.21 billion yen. The overseas used car export business has been doing well, and the effects of yen depreciation in exchange rates are in the background. The annual dividend forecast has also been raised from the previous plan of 10 yen to 15 yen. The 3rd quarter financial results were announced on the 8th

However, it seems that the surprise only intensifies with the timing right after that.

Milbon ＜4919＞: 3405 yen (+400 yen)

Significant continued growth. Financial results for the 3rd quarter were announced last weekend, and cumulative operating income was 4.85 billion yen, up 42.1% from the same period last year, and the profit rate of increase has greatly expanded since the same 2.8% increase in the first half of the year. Although the full-year forecast of 6.6 billion yen, a 19.5% increase from the previous fiscal year, remains unchanged, it seems that upward expectations are increasing. Domestically, “Aujoua” and “Eljuda” remained steady, and overseas, they maintained a high growth rate due to increased activity in the hair care/perm market in Korea. The full impact of inventory valuation losses also contributed.

Medical N ＜3645＞: 330 yen (+1 yen)

Continued growth. After the transaction ended on the 15th, a business alliance was formed with ZAICO, and it was announced that “ZAICO for Dental” will begin to be provided to dental clinics, and it has been well received. ZAICO's cloud inventory management system is provided as “ZAICO for Dental,” which is specialized for the dental industry, while utilizing the Medical Net Group's dental health care worker network. Additionally, in cooperation with dental dealers, we will proceed with improvements to services that not only limit inventory management work at dental clinics, but also convert ordering operations into DX and achieve even greater efficiency.

Kudan ＜4425＞: 1473 yen (+3 yen)

backlash. The recording of non-operating income was announced after the transaction ended on the 15th, and it is viewed as good news. The company carries out technology research and development in England, carries out management work in Japan, and has a global system where business development and technology provision are carried out to companies around the world, and has now received research and development grants from the British government. As a result, it is said that 238,907 GBP (47 million yen at the exchange rate of 1 GBP = 198.61 yen as of 24/11/15) was recorded as non-operating income as subsidy income for research and development activities.

Data sec ＜3905＞: 1010 yen (+54 yen)

backlash. It was announced that a basic agreement for a business alliance was concluded with Taiwan Inventec after the transaction ended on the 15th, and it is viewed as good news. Inventec is one of Taiwan's leading companies providing electronics manufacturing services (EMS). The purpose of this business alliance is to utilize the technology, products, resources, and networks of both companies, to secure servers equipped with cutting-edge NVIDIA GPUs in the AI server field, where demand is expected to expand in the future, and to collaborate in setting up AI data centers, etc.