Renesas ＜6723＞: 2,491 yen (-500 yen)

Stop cheap. Today, we are announcing financial results for the first half of the year. Operating profit was 147.6 billion yen, down 33.1% from the same period last year, and the April-6 fiscal year was 69.7 billion yen, down 28.3% from the same period. Even compared to the previous quarter, the gross profit margin decreased by 0.1%, resulting in a decrease in profit. Operating income on a NON-GAAP basis for the July-9 fiscal year was 95.7 billion yen as the median sales revenue, which is lower than the actual situation of 110.6 billion yen for the April-6 fiscal year. It seems that the effects of overall stock depreciation, mainly semiconductor-related ones, are also reverberating today.

Orbic ＜4684＞: 2,1675 yen (+595 yen)

backlash. The first quarter financial results were announced the day before, and operating income was 18.6 billion yen, up 7.0% from the same period last year, and the progress rate is slightly low compared to the full-year forecast of 78 billion yen and 10.0% compared to the previous fiscal year, but the company is within the expected range. Although SI growth has been sluggish, system support continues to grow at a high rate. Surprises seem limited, but since there is a sense of delay in stock prices after the announcement of financial results for the first fiscal year, and interest in defensive nature amid overall stock depreciation, positive reactions prevail.

Disco ＜6146＞: 45,480 yen (-3,320 yen)

The sharp decline continued. Due to the drastic decline in the US stock market and the appreciation of the yen in the exchange market, today's Tokyo market is completely depreciating. Above all, major semiconductor-related stocks such as the company, Renesas, and Advantest are at the top of the decline rate. Financial results were disgusting, Tesla fell 12%, alphabet depreciated 5%, etc., and sales were spreading mainly in the United States, and NVIDIA fell 6.8% even in semiconductor-related matters, and the SOX index fell sharply by 5.4%.

Kobayashi Pharmaceutical ＜4967＞: 5953 yen (+303 yen)

Significant continued growth. According to the mass report submitted the day before, it became clear that Oasis Management is a major shareholder holding 5.20%. The purpose of holding is to invest in portfolios and make important proposals. It is also the timing right after the founder left the top management due to health hazard issues surrounding supplements containing “red malt” ingredients, and it seems that it is also a development that invites speculative purchases.

Daiei Environmental ＜9336＞: 2,722 yen (+112 yen)

Massive backlash. SBI Securities has begun new coverage with an investment decision “buy” and a target stock price of 4100 yen. Against the backdrop of a strong business model with final disposal sites, new business expansion due to the new plastics law, and the possibility of becoming an important infrastructure enterprise through civic partnerships, etc., it is thought that business performance will continue to hit record highs. The company has built relationships of trust, such as having transactions with 467 local governments, and it seems that it sees it as the best partner for local governments that have made it difficult to maintain and operate waste treatment facilities.

Econavista ＜5585＞: 2,225 yen (+400 yen)

The stop is high. After the transaction ended on the 24th, a business alliance agreement aimed at building an ecosystem in the dementia area was concluded with Eisai, and it was announced that collaboration had begun, and it was viewed as good news. Using Eisai's digital brain health check tool “Now Know,” “Life Rhythm Navi,” which visualizes changes in health status from Econavista sleep and lifestyle data, and a “dementia prediction model” developed and patented by the company, etc., we will promote demonstration experiments to encourage residents of elderly facilities to be aware of changes in cognitive function.

CUC＜9158＞: 1,899 yen (+393 yen)

A sharp rise, a temporary stop high. The results for the 1st quarter of the fiscal year ending 25/3 were announced and well received. Sales were 10.5 billion97 million yen, up 38.3% from the same period last year, and net profit was 0.9 billion66 million yen, up 100.5% from the same period. In the medical institution segment, in addition to an increase in domestic sales revenue due to an increase in supported medical institutions and an increase in M&A support rewards, etc., overseas sales revenue increased due to the acquisition of the US Podiatric Business in January 24. Also, in the hospice segment, the occupancy rate of facilities with a capacity of 50 people or more increased, and in the home home-visit nursing segment, the number of users and care hours per user increased.

Modalis (4883): 103 yen (+1 yen)

Significant continued growth. On the 24th, it was disclosed that muscle-specific modified AAV vector manufacturing and development data for MDL-101 will be presented at the 16th Bioprocess Summit to be held in Boston, USA, and it is viewed as a good material. Research on modified capsids has progressed in many groups and remarkable results have been achieved, but on the other hand, manufacturing for practical use is still under development. At this conference, the company will present details including manufacturing methods, results, etc. of MDL-101, which is being developed for clinical use and employs muscle-specific modified AAV vectors.