＜3559＞ Peaban 382 +17

Significantly higher. It has been announced that the dividend for the fiscal year ending 25/3, which had been undecided, will be 10 yen. Dividends will increase by 2 yen from 8 yen in the previous fiscal year. The company also seems to have a basic policy of stably and continuously distributing results commensurate with growth in business performance. Looking at the progress rate for the first half of the year, it seems that the movement to incorporate dividend increases has been limited until now. Although yield levels are limited, it seems to lead to a sense of security about current performance trends.

＜2929＞ Pharma F 915 -43

Growth was sluggish and fell sharply. Financial results for the first quarter were announced the day before, and operating profit was 0.88 billion yen, up 46.7% from the same period last year. Compared to the unchanged full-year forecast of 2 billion yen, a 60.9% decrease from the previous fiscal year, it can be accepted as steady progress. However, there is no change in the view that cost increases associated with investment expansion will be a factor suppressing earnings for the current fiscal year, and profit declined by more than 50% compared to the previous quarter in terms of actual values for the first quarter, and a sense of exhaustion prevails at higher timings.

＜9790＞ Fukui Competition 3225 +185

A sharp backlash. The Tokai Tokyo Intelligence Lab raised investment decisions from “neutral” to “outperform,” and the target stock price was also raised from 2430 yen to 3470 yen. In addition to revising earnings forecasts upward, it is also assumed that valuations will be rounded up due to a recovery in business performance. Operating income for the fiscal year ending 25/3 is expected to be 6.48 billion yen, which exceeds the company plan of 5.39 billion yen, and is expected to grow in the housing business, expand demand for three-dimensional compatible products in the surveying and civil engineering business, and earnings related to the House of Representatives election exit survey system.

＜8783＞ GFA 382 +80

Stop height. It has been announced that a co-creation partnership agreement will be concluded in order to promote data center projects using GPU clusters in Japan in cooperation with OWS, which is a digital solution provider company. It looks like it will lead to expectations for the future of the same business. Also, the subsidiary GFA Capital has announced that it has decided to start purchasing meme coins with the motif of “nyanmaru,” which is used as Maruhan's IP.

＜4071＞ plus alpha 1930 +72

Significant continued growth. Nojima announced that it has introduced the talent management system “Talent Palette.” The “Talent Palette” is a talent management system that performs everything from recruitment to development, placement, evaluation, and selection/activity, which are essential for human resource strategies, and realizes scientific personnel strategies utilizing human resources information. It was also announced on the 11th that cooperation between the same system and human resource management solutions provided by Toshiba Digital Solutions began.

＜5032＞ ANYCOLOR 2404 +75

Significant continued growth. Financial results for the first half of the year were announced the day before, and operating profit was 6.76 billion yen, up 4.3% from the same period last year, and although it fell short of the previous forecast of 7.1 billion yen, it completely turned into an increase in profit from 2.72 billion yen and a 32.8% decrease in the first quarter results. For the fiscal year ending August to October, there was a significant increase in profit, with a 65.8% increase from the same period. Against the backdrop of expansion in commerce and events, etc., operating income for the fiscal year ending November/January is also expected to be in the range of 3.45-3.75 billion yen, and an increase of 34.8-46.6% compared to the same period last year.

＜4880＞ Cell Source 1052 +30

Massive backlash. It has been announced that they have agreed with NTT DOCOMO on collaboration aimed at expanding awareness of regenerative medicine, etc. Information on treatments using regenerative medicine etc. will also be disseminated through the health management and promotion application “d healthcare” for smartphones provided by DOCOMO. It is a development where an expansion of customer approaches is expected. In addition, an agreement with Japan Post for a collaborative review of medical fitness aimed at extending healthy life expectancy has also been announced.

＜3903＞ gumi 447 +59

rapid expansion. Financial results for the first half of the year were announced the day before, and operating profit and loss were in surplus of 0.18 billion yen, improving profit and loss by 2.15 billion yen compared to the same period last year. Profit and loss improvements of 1.44 billion yen for the fiscal year ending August to October are also in the form of the same. It seems that profit margins are increasing due to the improvement effects of the profit structure implemented in the first quarter, and the earnings contribution of OSHI tokens, etc. Note that due to the recording of crypto asset valuation gains, ordinary profit and loss for the first half of the year was 0.99 billion yen, an improvement in profit and loss of 3.12 billion yen.

＜3963＞ Synchro Hood 382 -35

The sharp decline continued. A public offering of 2 million shares, stock sales of 6 million shares, and implementation of sales through overallotment with an upper limit of 1.2 million shares have been announced. The number of publicly offered shares is at the level of 7.4% of the number of issued shares. The estimated take-home amount from the public offering is approximately 0.75 billion yen, and it is planned to be used for working capital and research and development funds to expand new businesses. Meanwhile, the seller is Mr. Fujishiro, the president and representative director, and it seems that the purpose is to satisfy listing maintenance standards for total tradable stock market value.

＜2695＞ Kura Sushi 3255 -610

Plummeting. Financial results for the fiscal year ending 24/10 were announced the day before, and operating profit was 5.7 billion yen, 2.3 times the previous fiscal year, slightly higher than the previous forecast of 5.5 billion yen. The annual dividend was increased from the previous plan of 20 yen to 40 yen, including a commemorative dividend of 20 yen. Meanwhile, operating income for the fiscal year ending 25/10 is 5 billion yen and is expected to decrease 12.3% from the same period, and the annual dividend will be 20 yen with the commemorative dividend reduced. Furthermore, the abolition of the shareholder benefit system, which provided preferential discount vouchers, was also announced, which seems to have led to a negative impact.