Terrace Sky <3915>: 2196 yen (+163 yen).
Greatly continued to rise. The first quarter earnings report was announced last weekend, and operating profits have increased 3.1 times compared to the same period last year, reaching 0.3 billion yen. The annual forecast, which is maintained, is 0.91 billion yen, and the progress is good even compared to the previous year with an increase of 73.3%. The main solution business is expanding significantly due to the tailwind of the DX market expansion and steadily winning large-scale projects, as well as contributing to increased revenue for subsidiary groups, and is taking sufficient responsibility for pre-investment burdens such as manpower costs and hiring / education.
Matsuya <8237>: 1277 yen (+93 yen).
Greatly continued to rise. The first quarter earnings report was announced last weekend, and operating profits have increased 2.9 times compared to the same period last year, reaching 1.14 billion yen. Subsequently, the annual forecast was greatly upward revised from 2.5 billion yen to 5 billion yen, a 68.1% increase from the previous year. It is considered that there were high expectations for the increase, like other department stores. However, the magnitude of the revision had an impact. It seems that duty-free sales have expanded beyond expectations due to the increase in inbound tourists, and department store sales have also exceeded plans.
Lacto Japan <3139>: 3120 yen (+318 yen).
Greatly continued to rise. The earnings report for the latter half of the previous year was announced last weekend, and recurring profit increased 68.1% compared to the same period last year, reaching 2.26 billion yen, and it was a great landing that greatly exceeded the previous forecast of 1.8 billion yen. Therefore, the annual forecast was greatly upward revised from 3.4 billion yen to 4.1 billion yen, an increase of 44.0% from the previous year. It seems that the profit margin of the raw material and cheese division has been improved in both domestic and overseas businesses. In addition, the annual dividend has been raised from the previous plan of 62 yen to 76 yen, an increase of 28 yen from the previous year.
DD Group <3073>: 1328 yen (+143 yen).
Greatly rebounded. Last weekend, along with the earnings report, the company announced changes to its shareholder benefits program, which seem to be a buying factor. The implementation of shareholder benefits has changed twice a year, and shareholders owning 200 or more shares will effectively be further expanded. In addition, additional benefits will be provided to shareholders who have held shares for more than one year. Shareholders owning 200 or more shares have been expanded from 6,000 yen worth of benefits per year to 9,000 yen (10,000 yen for shareholders who have held shares for more than one year). Shareholders owning 400 shares or more have increased from 6,000 yen to 15,000 yen (16,000 yen).
Yoshimura Food <2884>: 1777 yen (+247 yen).
Greatly rebounded. The first quarter earnings report was announced last weekend, and operating profits have increased 2.4 times compared to the same period last year, reaching 1.2 billion yen. However, the annual forecast, which is maintained, is 2.74 billion yen, and the progress is extremely high compared to the previous year with an increase of 14.7%. It is expected that sales and profits will reach record highs for the first quarter. In addition to the organic growth of existing companies, significant revenue and profit increases were achieved as a result of incorporating the profits and losses of the newly consolidated Wys Food Group. It seems that there is a situation where the performance is significantly higher than expected.
PayCloud <4015>: 586 yen (+73 yen).
Surging. The financial results were announced after the close of trading on the 12th. The cumulative revenue for the third quarter of the fiscal year ending in August 2024 increased by 45.0% compared to the same period last year, with operating profit expanding by the same 265.8% to 0.343 billion yen, which has been well received. On March 1, 2024, the company will transition to a pure holding company structure, and each business company is actively approaching the common customer base to pursue customer acquisition, confirming that sales and profits are steadily growing.
Logos HD <205A>: 2535 yen Ka -
The stock buying trend has reached its limit. The company announced that its revenue for the fiscal year of May 2024 increased by 13.2% compared to the previous year, reaching 31.714 billion yen, while the ordinary profit and loss rose to a profit of 1.358 billion yen (compared to the previous year's loss of 0.139 billion yen), which was well received. In addition, by establishing new stores in Saitama and strengthening its sales force, the company aims to increase the number of sales buildings through pricing adjustments that accommodate the fluctuation of wood and material prices due to the weaker yen, and by strengthening its business support. It forecasts that its profit for the fiscal year of May 2025 will expand to 2.06 billion yen, an increase of 51.7% compared to the previous year. At the same time, it plans to set an annual dividend for this fiscal year at 137 yen, the first time since its listing in June 2024.
GreenB <3913>: 723 yen (+100 yen).
After the end of trading on the 12th, it announced the resolution regarding the capital business alliance with West Holdings and the disposal of its own shares to the West Group. It is considered to be good news. While it had already formed a business partnership in the business for solar power plants developed by the West Group in September 2018, the relationship can be further strengthened to contribute to the business infrastructure construction of the GX Services business and develop it into a sustainable growth business. Therefore, the company decided to conduct a third-party allocation for the West Group.