Kanamoto <9678>: 3,150 yen (+145 yen)

Significant continuation of gains. Announced earnings reports for the fiscal year ending October 2024 at the end of last week, with operating profit at 14.6 billion yen, an increase of 21.8% year-on-year, slightly exceeding the previous financial estimates of 14.1 billion yen. Due to the implementation of the 60th anniversary commemorative dividends, the annual dividend has been raised from 75 yen to 80 yen. For the fiscal year ending October 2025, operating profit is projected at 15.1 billion yen, an increase of 3.6%.

Marui Steel Pipe <5463>: 3,479 yen (+221 yen)

Significant continuous rise. The company has announced a share buyback of 5.5 million shares, representing 6.76% of the total issued shares, with a limit of 20 billion yen. The acquisition period is from December 9 to June 20, 2025. The purpose of the acquisition is to improve capital efficiency and enable agile capital policy execution. Part of the buyback is expected to be carried out through off-exchange trades, but there is anticipation of demand and supply impacts from the high level of share buybacks. There seems to be a surprise in the implementation of the share buyback at this timing.

Nippon Parking <2353>: 210 yen (-15 yen)

Significantly continues to decline. Announced first quarter earnings reports at the end of last week, with operating profit at 1.96 billion yen, representing a 16.4% increase compared to the previous year. In addition to steady performance in the parking business, the theme park business has seen significant improvement. Although the surprises were limited, the unchanged first half plan of 3.7 billion yen, which represents a 12.9% increase, appears to be on track. However, after the earnings reports in September, the stock price rose, and expectations for this year's performance expansion seem to have been factored in, leading to a prevailing feeling of having peaked.

Eternal G <3193>: 3,000 yen (-190 yen)

Significantly continues to decline. Announced first quarter earnings reports at the end of last week, with operating profit at 0.73 billion yen, a decrease of 2.9% year-on-year. The plan for the first half is 1.82 billion yen, with an increase of 9.4%, while the full-year target is 4 billion yen, a 23.2% increase compared to the previous year, leading to a perception of a sluggish start. Monthly revenue continues to show steady progress; however, it seems to be trending below plan. Although same-store sales in the previous period increased by 21.6%, the growth rate has remained in single digits for the past three months.

Ain HD <9627>: 4,667 yen (+353 yen)

Significant decline. Last weekend, the earnings reports for the first half were announced, with operating profit at 5.87 billion yen, down 32.9% year-on-year, landing below the previous financial estimates of 6.77 billion yen. During the first quarter earnings report, the estimate was slightly revised upward from 6.64 billion yen to 6.77 billion yen, thus the downward earnings report has a negative impact. The gross profit margin for the pharmacy business is declining compared to the plan. Although the full year estimate of 19.4 billion yen, a decrease of 5.2% from the previous period, which was revised upward during the first quarter earnings report, remains unchanged, the situation raises awareness of a downward revision.

Rena Science <4889>: 304 yen (+13 yen)

Temporarily significant increase. After the trading ended last week, the performance forecast for the fiscal year ending March 2025 has been revised. Net profit is now forecasted to be a profit of 0.046 billion yen, changing from the previous estimate of a loss of 0.091 billion yen. The previous period had a loss of 0.258 billion yen. This change is due to the special profit recognized from the debt waiver resulting from the end of AMED's medical research and development innovation base creation project (CiCLE) in November 2024, coupled with the debt reduction (release of bank deposits as collateral). However, operating loss has been slightly revised downward from the previous estimate of a loss of 0.257 billion yen to a loss of 0.267 billion yen, leading to heavy upward pressure on the stock price.

Yutori <5892>: 2,195 yen (+156 yen)

Significant continuous rise. After the close of trading last weekend, the monthly revenue was announced. Revenue for November was 2.30 times higher compared to the same month last year. The growth rate expanded further from 2.16 times in October, recording the highest monthly revenue in history for the group, following October. In addition to the continued operation of autumn and winter commodities due to the drop in temperature, the sales of winter outerwear accelerated. Among the items, the "9090" 90 Logo Rich Puffer Jacket performed well.

Trase OP <6696>: 416 yen (+59 yen)

Rapid rise. The third quarter earnings were announced after the trading ended last weekend. The accumulated operating profit is 0.007 billion yen (compared to a loss of 0.075 billion yen in the same period last year). It turned from a loss of 0.018 billion yen in the first half to a profit. The operating profit for the fiscal year ending January 2025 is 0.004 billion yen. On October 29, the forecast was revised upwards from a loss of 0.011 billion yen, exceeding that level at the third quarter stage. The order-based Product business is experiencing steady orders for servers, etc., and the orders for system development projects seem to be robust as well.