大幅続落。前日に第2四半期の決算を発表している。7-9月期営業利益は235億円で前年同期比5.8％増となり、会社計画は10億円強上振れたが、ほぼ市場予想通りの水準となっている。通期予想の1296億円、前期比1.5％増は据え置いている。決算サプライズは限定的とみられるが、10月の既存店売り上げの落ち込み、米大統領選でのトランプ勝利に伴う円安の進行などもあって、売り安心感が強まる状況になっているようだ。DaiKin Kogyo increased by 1265 to 20055.
Sharp rise. The company announced its second quarter results the previous day, with operating profit for July-September reaching 131.2 billion yen, a 11.3% increase from the same period last year. This marks a turnaround from the profit decline in the first quarter to a double-digit increase. The full-year financial estimates have also been revised upward from the previous 425 billion yen to 428 billion yen, representing a 9.1% increase from the previous year. As the full-year consensus was previously below the company's plan, there seems to be a strong positive reaction. The main reason for the upward revision appears to be the yen depreciation in exchange rates.
Nitori HD decreased significantly to 17450 from the previous day.
Significant decline. The company announced its second quarter earnings the previous day. The operating profit for the July-September period is 23.5 billion yen, up 5.8% from the same period last year, slightly exceeding the company's plan by over 1 billion yen, approaching the market expectations. The full-year forecast of 129.6 billion yen, a 1.5% increase from the previous period, remains unchanged. Limited surprises in the earnings announcement are expected, however concerns arise due to the decline in sales in October, a weakening yen with a potential Trump victory in the U.S. presidential election, leading to increased selling pressure.
Osaka Titanium decreased by 189 to 2028.
Significant decline. The company announced its first-half earnings the previous day, with operating profit reaching 6.28 billion yen, a notable 59.3% increase from the same period last year, surpassing the initial plan of 5 billion yen. However, the full-year forecast has been revised downward from the previous 11 billion yen to 10.4 billion yen, a 25.5% increase from the previous year. Issues at Boeing, strikes, and procurement disruptions have led to a decrease in sponge titanium sales. Additionally, the annual dividends have been reduced from the initial plan of 50 yen to 45 yen.
Sysmex increased significantly by 136.5 to 2985.5.
Significant increase. The company announced its second quarter earnings the previous day, with an operating profit for the July-September period reaching 27.8 billion yen, a substantial 35.1% increase from the same period last year, exceeding market expectations by about 5 billion yen. Consequently, the full-year forecast has been revised upward from the previous 87 billion yen to 90 billion yen, a 14.8% increase from the previous period. Concerns about the Chinese market have been alleviated as it is performing well against expectations. Furthermore, the gross profit margin has also shown an increase compared to the previous quarter and the same period last year.
<9229> Sunwells 1402 -350
Significant decline. It has been announced that the earnings report for the second quarter will be postponed. According to some reports on September 2, there were allegations that the company had made improper medical fee claims, leading the company to establish a special investigation committee that is currently conducting an investigation into its business practices. Due to the wide-ranging nature of the investigation, it seems difficult to complete the investigation by the deadline for submitting the interim report, which is November 14. This appears to be creating a situation where the uncertainty about the future is increasing.
<9008> Keio 3949 +593
Marked rebound. The company announced its first-half financial results the previous day, with operating profit reaching 31.7 billion yen, a 32.7% increase compared to the same period last year. The full-year forecast has been revised upwards from the previous 46 billion yen to 55 billion yen, a 25.5% increase compared to the previous year. The increase in the number of real estate sales and the rise in room prices in the hotel business are major factors contributing to the better-than-expected performance. The annual dividend has been raised from the previous plan of 70 yen to 100 yen. The company also announced a share buyback of up to 5.6 million shares, equivalent to 4.6% of the issued shares, and 15 billion yen.
<7203> Toyota Motor 2762 +77.5
Significant continued growth. The company released its second-quarter earnings during the previous trading session, and there was some buying preference afterwards, with today also showing an upward movement. Operating profit for the July-September period was 1.1558 trillion yen, a 19.6% decrease compared to the same period last year. However, except for transient negative factors, the landing exceeded market expectations by about 10%. The full-year forecast remains at 4.3 trillion yen, unchanged from the previous year, with a conservative assumption for exchange rates. Amid increased uncertainty about performance in the short term, a sense of reassurance prevails.
<2579> CocaBJH 2320 +377
Significant continued growth. The company's announcement of a large-scale share buyback was seen as a buying incentive. They plan to acquire a maximum of 20 million shares, equivalent to 11.0% of the issued shares, and 30 billion yen, with the acquisition period from November 11th to October 31st, 25 years. Anticipated support in the immediate supply and demand dynamics. In addition, the third-quarter results announced concurrently indicate a cumulative operating profit of 14.7 billion yen, 2.5 times higher than the same period last year. The full-year forecast has been raised from 10 billion yen to 11.5 billion yen, a 5.7-fold increase compared to the previous year. They have also announced an increase in dividends.
Stock code <6787> Meiko 6600 +1000.
Distribution in proportion to the limit up. The company announced its semi-annual earnings the previous day, with operating profit reaching 9.29 billion yen, more than double the same period last year. The full-year forecast has been revised upward from the previous 16 billion yen to 19 billion yen, a 62.9% increase from the previous year. The significant expansion in sales of high value-added build-up substrates is said to be the main reason for the profit exceeding expectations. The annual dividend has also been raised from the previous plan of 72 yen to 80 yen, an increase of 12 yen compared to the previous period.
Stock code <7518> Net One 4305 +700.
Distribution in proportion to the limit up. SCSK has announced the complete subsidiary acquisition of the company. The TOB price is set at 4500 yen per share, representing a premium of 24.8% over the previous day's closing price. The company has expressed support for the TOB and is encouraging shareholders to apply. There seems to be a move aimed at fully aligning with the TOB price. SCSK also saw a significant increase today, with expectations of business expansion through mergers and acquisitions driving the market sentiment.
