＜4716＞ Japan Oracle 14650 +85

Switch back and forth. Financial results for the 2nd quarter were announced last weekend, and operating income for the September-November fiscal year was 19.7 billion yen, down 0.7% from the same period last year, and the rate of increase slowed significantly from the same period last year, up 20.2% from the same period in the first quarter. However, since there was a rush demand ahead of the September price revisions in the first quarter, it seems that the reaction intensified in the September-November fiscal year due to software license sales. The first half of the year showed a 9.4% increase, and the trend seems to be on par with consensus due to the expansion of cloud services.

＜9603＞ H.I.S. 1514 -36

The sharp decline continued. Financial results announcements for the fiscal year ending 24/10 have been postponed due to doubts about fraudulent receipt of employment adjustment subsidies in the subsidiary No. 1 Travel Shibuya, etc., but since there are many undetermined factors in the calculation of deferred tax assets, etc., the net profit forecast has been undecided from the conventional 7 billion yen. Additionally, the year-end dividend, which was previously set at 10 yen, has been revised to be undistributed. It also seems that the fall out of power is being viewed as a new negative material.

＜4516＞ Nissin Pharmaceutical 3849 -334

A sharp decline. The trial verdict results of the US lawsuit with Sarepta were announced, and they were viewed negatively. In the trial held in the Delaware District Court, the patent obtained by Sarepta from the University of Western Australia was valid, and it seems that a jury verdict was handed down that Sarepta's damage amount was 115.2 million dollars based on the company's Viltepso sales act for Duchenne muscular dystrophy treatment drugs, and the company's patent was invalid. The company is also considering appeals in the future.

＜9517＞ Erex 586 +24

Massive backlash. Announced a capital and business alliance with JR East. A third-party allotment of shares will be implemented, and the company will acquire 3.64 million6500 shares, which is 4.90% of the number of issued shares. The policy is to promote mutual corporate value improvement by combining the Group's demand for electricity for renewable energy power plants and railway businesses with the renewable energy business management know-how, etc. owned by the Group. An increase in contracts related to the company's “renewable energy power generation business” was expected.

＜8783＞ GFA 780 +100

Stop height. It was announced that M-1, a quasi-drug developer and sales company that provides the medicated hair growth lotion “M-1 Series,” will become a wholly owned subsidiary. Since the “M-1 Series” brand was launched in 2007/11, it seems that the cumulative number of units shipped until 24/10 is 1.92 million units. In addition to being able to consider future market expansion into China, it is also possible to introduce prizes for online crane games operated by subsidiaries, and movements expecting a positive impact on consolidated financial results are dominant.

＜3544＞ SATUDORA HOLDINGS 839 +53

Significant continued growth. Financial results for the first half of the year were announced last weekend, and operating profit was 0.88 billion yen, up 28.7% from the same period last year, and the rate of increase has greatly expanded since the same 1.4% increase in the first quarter. The situation is progressing well against the unchanged full-year forecast of 1.4 billion yen, an increase of 1.1% from the previous fiscal year. In addition to the recovery in inbound and cosmetics demand, the effect of an increase in customer unit prices has also contributed. A round of evaluation losses for hygiene products, etc. recorded in the previous fiscal year, and improvements in the profit base due to application promotion are also factors that improve profits.

＜7897＞ Hokushin 112 +13

rapid expansion. It has been announced that a basic agreement has been signed with Work Studio and Moririn regarding the manufacture of a mass-produced fiber recycling board “PANECO Board M,” which uses waste clothing fibers as raw materials. The roles and cooperation systems of each company have been confirmed, and full-scale work is underway for social implementation, such as the start of equipment orders for mass production, which have been examined. Full-scale operation of the equipment is scheduled for 2027, and it seems that two types are planned: 100% waste clothing products and 51% waste clothing fiber boards.

＜8944＞ Run Business 221 +12

Significant continued growth. An upward revision of earnings for the fiscal year ending 25/9 was announced last weekend. Operating profit and loss have completely reversed from the previously forecast deficit of 0.75 billion yen, to a surplus of 0.62 billion yen, and net profit and loss, which was expected to lose 1.32 billion yen, have been raised to balance of payments, respectively. The decision to sell real estate for sale in Chuo-ku, Tokyo also seems to be an upward factor in earnings. The sale amount is at least an amount equivalent to 10% of sales for the fiscal year ended 24/9, and it seems that the property is scheduled to be handed over in 25/3.

＜4107＞ Iseka 29700 +3490

rapid expansion. Upward revisions to earnings and dividend forecasts were announced last weekend. Operating income for the fiscal year ended 24/12 was raised to 7.7 billion yen, up 45.4% from the previous forecast of 6.8 billion yen, and in addition to the fact that international market conditions for iodine remained at a level that exceeded expectations, the depreciation of the yen in exchange rates also seems to have led to an increase in performance. Meanwhile, the annual dividend will also be raised from the previous plan of 320 yen to 360 yen, and the dividend will increase by 90 yen compared to the previous fiscal year.

＜8894＞ REVOLUE 490 -100

Stop-low proportional allocation. Financial results for the fiscal year ending 24/10, which had been delayed last weekend, were announced, and although ordinary profit was 0.33 billion yen and turned into a surplus from a deficit of 0.41 billion yen in the previous fiscal year, the figure 0.43 billion yen revised upward on the 16th of this month declined. Also, the fiscal year ending 25/10 is expected to fall into the red again, with a deficit of 0.79 billion yen. Although sales increased drastically due to WeCapital's consolidated contribution, it seems that the impact of amortization costs of goodwill generated at the time of consolidation will also be a burden. Non-operating income, such as interest payments, is also expected to deteriorate.