Casio Computer Co., Ltd. <6952>

Announced the revision of the financial estimates for the fiscal year ending March 2025. Revenue was revised down from 275 billion yen to 262 billion yen, and operating profit was revised down from 16 billion yen to 14 billion yen. On October 5, the company experienced unauthorized access due to ransomware (a ransom-demanding virus), resulting in the disconnection of servers from the internal network, etc. The impact of the loss of sales opportunities due to the unauthorized access is estimated to decrease revenue by approximately 13 billion yen and operating profit by approximately 4 billion yen in the October to December quarter of 2024. The stock price is approaching the year-to-date low reached in August, and a breakout movement is expected as it is aware of a double bottom.

Rigaku Corporation <268A>

After peaking at 1,265 yen on October 31, a period of correction continues, but a rebound is now being observed. Moreover, even during the adjustment since November began, it has generally been fluctuating within the range set at the time of listing, suggesting that the deterioration of supply and demand conditions is likely limited. With the rebound from the bottom zone, a renewed momentum in movement is expected to come into focus. Furthermore, it has been observed that U.S.-based securities have begun coverage with a bullish outlook, which is likely to be considered significant.