Disco ＜6146＞: 40,750 yen (-1190 yen)

A sharp decline. Starting with the company, the main semiconductor-related stocks have generally not even moved. In the US market, the SOX index fell 2.5%, and there is no movement, starting with NVIDIA, Intel, AMD, etc. Also, it seems that Samsung Electronics is also being wary of exchange rate fluctuation risks due to unease in the Korean political situation. It seems that the trend of depreciation of overseas related stocks is spreading to domestic semiconductor stocks as well.

Makino milling cutter ＜6135＞: 7310 yen (+140 yen)

Significant continued growth. SMBC Nikko Securities has upgraded investment decisions from “2” to “1,” and the target stock price has also been raised from 5400 yen to 9300 yen. While there is a large probability that most FA stocks will turn into a decline in operating profit this fiscal year, it seems that companies that have recorded strong performance are likely to be selected within the sector. There are plenty of backorders, mainly aircraft-related ones, and there is a strong sense of security about business results. Additionally, if the capital policy succeeds, the ROE for the fiscal year ending 27/3 will reach 8%, and it was determined that there is plenty of room for reevaluation.

Token Corporation ＜1766＞: 11570 yen (+570 yen)

Significant continued growth. An upward revision of earnings forecasts was announced the day before. Operating income for the first half of the year was revised upward from the previous forecast of 5.46 billion yen to 10.3 billion yen, an increase of 85.4% from the same period last year, and from 14.2 billion yen to 19.2 billion yen and a 47.6% increase from the previous fiscal year, respectively. An increase in order amounts, improvements in cancellation rates, and shortening construction periods due to thorough progress management are behind the rise. It seems that there were upward expectations from the financial results of a drastic increase in profit for the first quarter, and the magnitude of the correction range will lead to a buying impact.

Hagiwara Kogyo ＜7856＞: 1,551 yen (+124 yen)

Significant continued growth. Financial results for the fiscal year ended 24/10 were announced the day before, and operating profit was 2.1 billion yen, up 6.0% from the previous fiscal year, and the 2.2 billion yen forecast was slightly lower than the previous forecast. Meanwhile, the year-end dividend has been raised from the previous plan of 25 yen to 35 yen, and the annual dividend is 60 yen, an increase of 10 yen from the previous fiscal year. Also, operating income for the fiscal year ending 25/10 is 2.4 billion yen, which is expected to increase 14.4% and 2-digit profit, and annual dividends are planned to increase by 5 yen to 65 yen.

Neo Japan ＜3921＞: 1993 yen (+64 yen)

Massive backlash. Financial results for the 3rd quarter were announced the day before, and operating income was 1.38 billion yen, up 27.3% from the same period last year, and the full-year plan was revised upward from the previous forecast of 1.61 billion yen to 1.88 billion yen, an increase of 45.3% from the previous fiscal year. In addition to implementing price revisions for cloud services in September, the steady trend in product sales also seems to be the background of the upward trend. Also, the annual dividend has also been raised from the previous plan of 28 yen to 31 yen, an increase of 8 yen from the previous fiscal year.

Eltes ＜3967＞: 705 yen (+15 yen)

Significant backlash. In addition to service cooperation with Intercom (Chiyoda-ku, Tokyo), which provides information leakage countermeasures and the IT asset management/MDM tool “MaLion,” it has been announced that they will work on sales cooperation such as co-hosting seminars. Log information is linked from Malion, which can also collect Mac terminal logs, to the company's internal threat detection service “Internal Risk Intelligence.” Until now, the introduction of Internal Risk Intelligence to companies utilizing Mac terminals has not progressed due to lack of log information.

AviC＜9554＞: 1294 yen (+64 yen)

The price has been high since the beginning of the year. “Notice regarding the way of thinking and achievements in AI product development” is disclosed. Among these, with regard to the “Cre Tech Force” developed in-house, which enables planning and production of advertisements including video formats by utilizing AI, the future video advertisement market is expanding, and it is said that development of a function that incorporates image/video generation AI technology and can output rough plans of still images reflecting improvement proposals in image or video formats is underway.

Trial ＜141A＞: 2946 yen (+19 yen)

Significant rebound for the first time in 6 days. Existing store sales for November have been announced to increase 5.0% from the same month last year. Growth expanded from the previous month (0.8% increase). The number of customers increased by 3.5% (0.0% in the previous month), and the customer unit price increased by 1.5% (0.7% increase from the same period). Sales on an all-store basis increased 13.0% (8.8% increase from the same period). The increase in the number of customers visiting the store drove existing store sales. In particular, the strength of fresh food stood out, and product proposals that anticipated ready-to-eat needs were successful. It is said that the point up event held at the end of the month also contributed to growth.