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メディアL、鎌倉新書、WSCOPEなど

Broadcasting L, Kamakura Shobo, WSCOPE, etc.

Fisco Japan ·  Jun 14 03:12

<3038> Kobe Bussan 3400 -99

A sharp decline. Financial results for the 2nd quarter were announced the day before, and operating income for the fiscal year ending February-April was 9.2 billion yen, up 17.9% from the same period last year, and it seems that it has exceeded market expectations by nearly 1 billion yen, but it seems that it has not led to surprises in terms of monthly trends. The PB composition ratio etc. are slightly sluggish, but it seems that the effects of the depreciation of the yen have been covered by price increases, etc. The full-year plan is 31 billion yen, and upward expectations are rising even higher, but market expectations are also at a level of around 35 billion yen.

<4194> VISIONAL 6910 -1020

Plummeting. Financial results for the 3rd quarter were announced the day before. Cumulative operating income was 15.3 billion yen, up 53.2% from the same period last year, and the full-year forecast was revised upward from the previous 16 billion yen to 17.2 billion yen, an increase of 30.0% from the previous fiscal year. Earnings seem to be rising due to the effects of efficient advertising activities, changes in investment plans, cost management, etc. The upward revised value is above consensus, but it seems that sales levels etc. for the 3rd quarter of the BizReach business are viewed as negative.

<4921> FANCL 2284.5 +400

Stops are highly proportional. It is reported that Kirin HD, which currently has a 33% investment, will implement TOB with the aim of becoming a wholly owned subsidiary by the end of the year. It seems that a 30% premium will be added to the previous day's closing price of 1884.5 yen. The company also announced comments stating that “what we are considering is true.” The movement to incorporate TOB premiums has become dominant. Note that Kirin HD is being sold slightly ahead of schedule today.

<9743> Tanseisha 956 +92

rapid expansion. Financial results for the first quarter were announced the day before, and operating profit was 1.5 billion yen, a significant increase of 87.2% compared to the same period last year. The progress rate is at a high level of 37% compared to the unchanged full-year plan of 4 billion yen, an increase of 3.0% from the previous fiscal year. Demand has recovered due to a pick-up in corporate sales promotion investments, etc., and it seems that profitability is also increasing due to order acceptance activities with an emphasis on profitability. The balance of orders received has also expanded drastically, and expectations for an increase in full-year results seem to be growing.

<8142> Toho 3600 +470

skyrocketing. Financial results for the first quarter were announced the day before, and operating profit was 2.01 billion yen, up 32.0% from the same period last year. While operating profit is declining in both the first half and full-year plans, it looks like it can be seen as a rise above expectations. Sales to the food service industry have remained steady due to an increase in inbound demand, etc., and it seems that market share expansion and new development of existing customers have been successful. Expense control effects also contributed to the increase in profit. Expectations for significant performance gains have prevailed.

<6619> WSCOPE 571 +80

The stop is high. Financial results for the first quarter were announced the day before, and although ordinary profit was 940 million yen, down 54.4% from the same period, it exceeds the full-year plan of 800 million yen, an 82.6% decrease from the previous fiscal year. Operating income was on the expected line, but since exchange margin of approximately 460 million yen was recorded, non-operating income increased more than expected. As for ordinary income and net profit, it is in a situation where a significant increase can be expected, and the movement to review from the low price range is dominant.

<6184> Kamakura Shinsho 458 -98

A temporary stop is cheap. Financial results for the first quarter were announced the day before, and operating profit was 140 million yen, up 4.9% from the same period last year. The full-year plan is 1.1 billion yen, an increase of 34.8% from the previous fiscal year, and it seems that the start was sluggish than expected. In addition to sluggish growth in the asset management business and nursing care business, which are positioned as growth businesses, it seems that upfront investment burdens, such as increased depreciation and amortization costs associated with the introduction of the new system, have also become heavy.

<3031> Raccoon HD 606 -29

Growth was sluggish and fell sharply. Financial results for the fiscal year ending 24/4 were announced the day before, and operating income was 570 million yen, down 52.5% from the same period last year, slightly above 550 million yen, which is the level revised downward at the time of the 3rd quarter financial results. Meanwhile, the fiscal year ending 25/4 is expected to rapidly expand 2.2 times the same amount to 1.25 billion yen. The annual dividend is 20 yen, an increase of 6 yen from the previous fiscal year. Upfront investment burdens such as advertising costs are expected to decrease, but according to the conventional mid-term target value, operating income for the fiscal year ending 25/4 is 2.31 billion yen, and surprises for a drastic increase in profit are limited.

<6659> Media L 223 +50

The stop is high. For the first time in the world, it was announced that a demonstration test of STL transmission using IP/PTP was successful on a microwave practical line, and it is a development that is viewed as a purchasing material. It seems that demand is expected to expand in the future, as it will lead to progress in IP-based broadcasting systems. This demonstration test was carried out in collaboration with our partner Oscilloquartz, and it seems that practicality has been confirmed.

<6982> lead 693 +100

Stop proportional allocation. Production orders for multiple exterior parts for the Toyota Land Cruiser “250” have been received, and it was announced the day before that mass production would begin. It seems that this is the first time that large orders other than SUBARU cars have been received. Expectations are ahead that it will also lead to medium term business expansion. Also, in the future, it seems that a positive impact is expected on the development of anneal-less technology.

The translation is provided by third-party software.


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