Zojirushi Mahobin ＜7965＞: 1,511 yen (-48 yen)

A sharp decline. Financial results for the first half of the year were announced the day before, and operating profit was 4.37 billion yen, down 2.4% from the same period last year. The first quarter was flat, and the full-year forecast was 5.2 billion yen, an increase of 4.0% from the previous fiscal year. The increase in SG&A expenses and the effects of exchange seem to have had a negative impact. Furthermore, it was announced that a stock repurchase will be carried out with an upper limit of 2.5 million shares, which is 3.69% of the number of issued shares, due to off-site transactions, and the purchase of 2,098,600 shares is being carried out today.

Keeper Giken ＜6036＞: 3775 yen (-295 yen)

The sharp decline continued. Tokai Tokyo Securities downgraded investment decisions from “outperform” to “neutral,” and the target stock price was also lowered from 6500 yen to 4150 yen. It seems to reflect the risk of a slowdown in sales growth rates at existing Keeper Lab stores and a decline in domestic new car sales. Operating profit for the fiscal year ending 25/6 is likely to drop from the previous forecast of 7.56 billion yen to 6.93 billion yen, an increase of 13.4% from the previous fiscal year. In order for stock prices to rise again, it is necessary to restore growth potential at existing stores and make bullish announcements about product sales to new car dealers.

HORIBA ＜6856＞: 13,325 yen (+540 yen)

Massive backlash. At Jeffries Securities, investment decisions have been upgraded from “hold” to “buy,” and the target stock price has also been raised from 15,000 yen to 16,000 yen. After the medium- to long-term management plan was announced in February, adjustments were made due to a sense of exhaustion, but it was evaluated that the sense of affordability became strong again, such as a drop in PER levels. Due to the recovery in semiconductor market conditions and review of exchange assumptions, it seems that operating income for the fiscal year ending 24/12 has been raised from the previous forecast of 50.8 billion yen to 52.5 billion yen, an increase of 11.0% from the previous fiscal year.

Nextage ＜3186＞: 2289 yen (-125 yen)

A sharp decline. Financial results for the first half of the year were announced the day before, and operating profit was 7.8 billion yen, down 2.6% from the same period last year. Compared to the same 25.2% increase in the first quarter, there was a 10.5% decrease in the March-May fiscal year. The full-year forecast is 20 billion yen, an increase of 24.3% from the previous fiscal year, but it seems that there are concerns about delays in progress. Also, it seems that employee turnover with experience is increasing, and there seems to be a view that this effect has led to a deterioration in gross margin related to incidental earnings.

Star Mica Holdings ＜2975＞: 682 yen (+43 yen)

Significant continued growth. Financial results for the first half of the year were announced the day before, and operating profit was 2.87 billion yen, up 2.3% from the same period last year, reaching 2.52 billion yen above the previous forecast. It is also changing from the same 9.0% decline in the first quarter to an increase in profit. The increase in rental revenue and the number of units sold boosted gross profit of the renovated condominium business, and it seems that the investment business and advisory business are progressing smoothly. The full-year forecast is 5.03 billion yen, an increase of 3.8% from the previous fiscal year.

Linkers ＜5131＞: 222 yen (+3 yen)

The high price in the morning was erased, and it went well with each other. After the transaction ended on the 1st, it was announced that it was decided to introduce the business matching system “LFB (Linkers for BANK)” for financial institutions to the Fukui Bank. After the transaction ended on 6/26, it was announced that it was decided to introduce the business matching system “LFB (Linkers for Business)” for business companies to Japan Post, and since the stop was raised on the 27th, it seems that it is viewed as good news this time as well. Since service provision began, it has been introduced to 42 institutions, and its network is steadily expanding nationwide.

TASKI HD ＜166A＞: 626 yen (+13 yen)

backlash. ZISEDAI, a group company, has obtained patents related to TASUKI TECH TOUCH & PLAN, an AI service for generating construction plans, and has begun providing external services to real estate developers. TOUCH & PLAN can calculate volume check (volume ratio survey) operations in about 5 minutes per case, and the cost is 100,000 yen per account per month, and time and costs can be drastically reduced compared to volume check operations up until now, and it is said that uniformizing the skills of people in charge of purchasing and speeding up business studies can be realized.

Ribomic ＜4591＞: 118 yen (+25 yen)

The temporary stop is high. It was announced that patient inclusion was completed in an observational test of the first phase II clinical trial targeting pediatric patients (5 to 14 years old) using the achondroplasia treatment drug “umedaptanib pegol (anti-FGF2 aptamer),” and that administration of the first case of a high-dose subcutaneous administration test (cohort 2) to patients who have completed the observation test has begun, and it has been well received. It is said that there are no concerns about safety in the early phase II clinical trials and early phase II long-term administration tests currently being carried out.