＜7427＞ Echo TD 1142 -90
The sharp decline continued. The first quarter financial results were announced the day before. Operating profit was 0.32 billion yen, down 29.5% from the same period last year, and progress remains slightly sluggish compared to the unchanged first half plan of 0.87 billion yen, a 16.7% decrease, a full-year forecast of 1.75 billion yen, and a 2.0% increase from the previous fiscal year. In addition to sluggish sales growth in the harsh environment of the pet industry, it seems that the increase in expenses associated with investment in various equipment and head office relocation, and a decline in sales unit prices for pet food, pet supplies, etc. are reverberating.
＜8473＞ SBI 4083 -104
A sharp decline. The issuance of Euro-yen CBs due in 2031 has been announced. The face value of corporate bonds was determined to be 100 billion yen, and the conversion value was determined to be 4898 yen, and the increase rate compared to the previous day's closing price is 16.98%. The ratio of potential shares due to current financing is 6.76%, and it seems that movements that view it as negative are dominant. It seems that the plan is to allocate approximately 50 billion yen as investment funds to strengthen the financial services business, and about 50 billion yen as repayment funds for corporate bonds and loans.
＜6183＞ Versis 24 1491 -59
The sharp decline continued. Financial results for the first quarter were announced the day before, and operating profit was 2.6 billion yen, down 37.2% from the same period last year. The unchanged full-year forecast is 12.5 billion yen, and profit is expected to increase 8.9% from the previous fiscal year, and it is taken as an unexpected sluggish start. Basic operations have increased, but sales contraction due to a decline in national policy-related operations such as COVID-19 is a factor. Also, a round of profit differences due to phased acquisitions involving Vietnamese subsidiaries also contributed negatively.
＜9552＞ M&A Research Institute 3705 -60
The sharp decline continued. It seems that an online article titled “The Truth About M&A Brokerage That Handles Even Acquisitions Similar to Fraud” in some media was viewed as sales material from the day before. It seems that it has been taken up as an enterprise that solicits M&A against companies that have repeated M&A similar to 40 cases of fraud in the past 2 years. It also seems to be leading to the view that concerns about corporate ethics are growing.
＜8166＞ Takakyu 158 +50
The stop is high. Financial results for the first quarter were announced the day before, and operating profit was 0.2 billion yen, up 44.3% from the same period last year, greatly exceeding the full-year plan of 0.05 billion yen. Also, along with the recording of debt relief gains, net profit was recorded at 1.71 billion yen. Measures such as product portfolio optimization, sales channel reform, and cost reduction seem to be working. At the end of the first quarter, excess debt was also resolved.
＜7581＞ Saizeriya 5620 -130
A sharp decline. Financial results for the 3rd quarter were announced the day before, and cumulative operating income was 10.1 billion yen, 2.8 times the same period last year, and good financial results can be said to be an expected line, and it seems that the figure was higher than expected. The annual dividend was also increased from the previous plan of 18 yen to 25 yen. Meanwhile, it was announced that the shareholder benefit program will be abolished from the end of August this year. It seems to have led to sales materials. The viewpoint of fair return of profits to shareholders was taken into consideration. Until now, “meal tickets” worth 2000 yen have been presented to shareholders who have held 100 shares or more for 1 year or more.
＜9861＞ Yoshinoya HD 2854 -270
A sharp decline. Financial results for the first quarter were announced the day before, and operating income was 0.88 billion yen, down 38.6% from the same period last year, and there seems to be a view that the decline in profit is larger than expected compared to the 3.5 billion yen plan for the first half of the year, and a 12.2% decrease from the same period. Sales at Yoshinoya's existing stores seem to be slightly sluggish compared to plans, and overseas, mainly in China, are also sluggish. Increased costs such as labor costs, consumables costs, and M&A costs are also reverberating.
＜3697＞ SHIFT 11255 -4000
Plummeting. Financial results for the 3rd quarter were announced the day before, and cumulative operating income was 7.06 billion yen, down 14.2% from the same period last year, and the profit reduction rate further expanded from the same 7.8% decrease in the first half of the year results. The unchanged full-year forecast is a 0.3-26.2% increase in profit, and concerns about the downturn have intensified. In addition to slow recruitment, project acquisition was delayed and the occupancy rate declined, and it seems that there were also transient costs such as advisory expenses due to aggressive promotion of M&A.
＜3093＞ Trefax 2109 +291
skyrocketing. The first quarter financial results were announced the day before, and operating profit was 1.35 billion yen, up 30.7% from the same period last year, and the first half year plan was revised upward from the previous 1.53 billion yen to 1.79 billion yen, and from 3.71 billion yen to 4.04 billion yen for the full year, respectively. Progress exceeded plans in the first quarter, and existing store sales have been exceeding plans even in the second quarter. The annual dividend was also raised from the previous plan of 32 yen to 34 yen, an increase of 6 yen from the previous fiscal year.
＜3064＞ MRO 2092.5 +248.5
rapid expansion. Monthly trends for June were announced the day before. Sales increased 5.6% from the same month last year, and the growth rate declined from the same 2-digit increase in April and May. However, the number of business days is 2 days less than the previous year, and sales per business day have increased 16.2%, and compared to the same 9.8% increase in April and the same 11.9% increase in May, it looks like sales are actually growing. The sales plan for the first half of the year also seems to have almost reached the planned line.