<8136> Sanrio 3903 +194

Significant rebound. At SBI Securities, the investment rating remains 'buy', with the target stock price raised from 3980 yen to 4740 yen. Revenue is expanding, particularly in inbound, China, and North America. It is considered unlikely that the second quarter will see a decrease in revenue compared to the first quarter, based on past experience, and the company's plan after the upward revision remains conservative. It appears that the operating profit for the fiscal year ending March 2025 is expected to increase by 49.0% to 40.2 billion yen, compared to the company's plan of 37.1 billion yen.

<4676> Fuji HD 1745 +61

Significant rise. At Tokai Tokyo Securities, the investment rating has been changed from 'neutral' to 'outperform', and the target stock price has been raised from 1890 yen to 2300 yen. This is due to signs of recovery in the broadcast advertising market, as well as the strong performance of distribution-related businesses such as TVer and FOD. It also seems to take into account the expected increase in revenue from urban development and tourism business. The operating profit for the fiscal year ending March 2025 is expected to exceed the company's plan of 35.3 billion yen, reaching 37.3 billion yen, an increase of 11.4% compared to the previous year.

<3662> A-team 654 -54

Significant decline. The financial results for the fiscal year ending July 2024 were announced last weekend. Operating profit increased by 3.4% to 0.56 billion yen, slightly falling short of the previous plan of 0.6 billion yen. On the other hand, a significant increase in profit of 77.8% to 1 billion yen is expected for the fiscal year ending July 2025. However, this falls short of the four quarterly forecast of 1.7 billion yen, leading to a waning of excessive expectations. Furthermore, a medium-term plan has been announced, with the plan for the fiscal year ending July 2026 aiming for a further significant increase in profit to 2 billion yen.

<3854> Isle 2950 +102

Significant rebound. The financial results for the fiscal year ending July 2024 were announced last weekend. Operating profit increased by 20.2% to 4.26 billion yen, in line with the previous forecast. The year-end dividend is set to increase by 1 yen from the previous plan. An increase of 12.6% to 4.8 billion yen is expected for the fiscal year ending July 2025, marking continuous double-digit profit growth. The annual dividend is planned to increase by 6 yen from the previous year to 47 yen. Additionally, a medium-term plan has been announced, with the fiscal year ending July 2027 aiming for an operating profit of 6.6 billion yen. Positive moves are being made in response to the favorable business expansion.

<3382> 7 & iHD 2185 +51.5

It has been reported that there is a significant rebound. Regarding the acquisition proposal by Canada's Custer, it has been revealed that the company will continue negotiations for the acquisition. Last weekend, the company expressed its refusal to accept the proposal, stating that the corporate value was "significantly undervalued." Custer emphasized that it has built a good relationship with major financial institutions and investors who support this matter, and also hinted at the possibility of raising the acquisition price.

<3569> Cerene 2503 +123

Significant increase. According to a large shareholding report submitted last weekend, Oasis Management, an investment fund in Hong Kong, has become a major shareholder with a 6.28% stake. The purpose of the holding is portfolio investment. Oasis Management is known as an activist and has played a role in promoting the reorganization of the domestic drugstore industry. It seems that expectations are also growing for the company.

<2353> Nichizu 216 +13

Significant rebound. The company announced its results for the fiscal year ending July 2024 last weekend. Operating profit was ¥ 6.46 billion, an increase of 4.2% compared to the previous year, and it fell short of the previous estimate of ¥ 7 billion. Excluding the impact of a one-time real estate sale in the previous year, it was actually double-digit growth. For the fiscal year ending July 2025, the company forecasts operating profit of ¥ 7 billion, an increase of 8.3%, which is considered to be positive. The annual dividend is planned to be ¥ 7.0, an increase of ¥ 1.5.

<1873> Nippon House HD 358 +16

Significant increase. The company announced its results for the first quarter last weekend, with operating profit of ¥ 0.72 billion. The progress rate against the semi-annual plan of ¥ 1.18 billion remained at 60.9%, a good progress. In the previous year, the operating profit for the same period was at the level of ¥ 0.35 billion, so it more than doubled. For the housing business, although sales declined due to a decrease in orders received, profitability has improved due to cost reduction and expense reduction.

<9519> Nova Ltd 953 -50

Sharp decline. Last weekend, the announcement of a change in the start date for the operation of a large biomass power plant during trading hours led to a dominant selling trend in the afternoon, and today, along with the deterioration of the overall market environment, the downward movement widened further. Omaezaki Port Biomass Energy, in which the equity method is applied, had planned to start operations in October, but due to the final adjustment of the boiler-turbine equipment for stable operation, it has changed the start date to the end of March 2025.

<3179> Schipin 1175 -145

Sharp decline. It announced the monthly trends for August at the end of last weekend. The monthly revenue increased by 6.0% compared to the same month of the previous year, but after March, double-digit growth had continued, and in June and July, the revenue growth rate had exceeded 20%, making the slower growth than expected negative. The main camera business continued to perform well, but the watch business and duty-free sales were affected by factors such as exchange rates, resulting in a soft performance.