＜3441＞ Sanno 787 +87

rapid expansion. Financial results for the first quarter were announced last weekend. Operating profit was 0.34 billion yen, up 44.1% from the same period last year, and is at a level that greatly exceeds the unchanged full-year plan of 0.25 billion yen, a 7.3% increase from the previous fiscal year. The effects of inventory adjustments have been prolonged, mainly in the industrial equipment sector due to the effects of the slump in the Chinese economy, etc., but it seems that some demand is recovering due to steady changes in the automobile market and bottoming out of the telecommunications market. It seems to be a development where a significant increase in business performance is expected.

＜4996＞ Kumiai transformation 734 -48

The sharp decline continued. Financial results for the fiscal year ended 24/10 were announced last weekend, and operating profit was 11.4 billion yen, down 19.4% from the previous fiscal year, and landed at the level revised upward on 12/4. The annual dividend is set at 24 yen compared to the previous plan of 20 yen. Meanwhile, operating income for the fiscal year ending 25/10 is 10.4 billion yen and is expected to decrease 8.4% from the same period, and it seems that it is viewed as sales material. It seems that sales are expected to decline due to a decrease in Axieve shipments.

＜2678＞ ASKUL 1740 -150

A sharp decline. Financial results for the first half of the year were announced last weekend, and operating profit was 6.03 billion yen, down 16.8% from the same period last year, and the profit decline rate expanded with 3.45 billion yen down 21.8% from the same period last year. It seems that downside concerns have intensified with the unchanged full-year plan of 18 billion yen. The number of customers decreased due to intermittent price increases, delivery bar revisions, etc., and gross profit margin also declined due to the effects of exchange. From the second half of the fiscal year onwards, they aim to recover exchange positions and improve logistics cost ratios.

＜6630＞ Yahman 720 -69

A sharp decline. Financial results for the first half of the year were announced last weekend, and operating profit was 0.64 billion yen, a drastic decrease of 71.3% from the same period last year. The trend of drastic decline in profit continued, with the same 21.5% decrease in 0.45 billion yen for the fiscal year ending August/10. Sales declined drastically due to the decline in consumption and RF regulation confusion in China, and profit margins also seem to have declined due to the rise in purchasing costs due to the depreciation of the yen. There is also a view that the hurdles have increased for achieving the unchanged full-year plan of 2.5 billion yen, 6 times compared to the previous fiscal year.

＜4446＞ Link U G 422 -80

Plummeting. Financial results for the first quarter were announced last weekend, and operating profit was 0.13 billion yen, up 0.6% from the same period last year, but the full-year plan is 0.72 billion yen, 2.3 times the previous fiscal year, and the view that earnings were sluggish than expected also prevails. Also, it is said that an off-site share sale of 0.28 million3,500 shares, which is 2.0% of the number of issued shares, will be carried out, and short-term supply and demand concerns are also intensifying. The purpose is to aim to comply with listing maintenance standards for the total market value of tradable shares.

＜4124＞ Osaka Oil & Chemical Industry 1920 +400

Stops are highly proportional. It has been announced that Daiseki will implement TOB with the aim of making it a wholly owned subsidiary. The company recommends applications for TOB. The TOB price is 3201 yen, which is 2.1 times the closing price last weekend, and movements aimed at completely falling behind the TOB price are dominant. The TOB period is from 12/16 to 25/2/3. It seems that improvements in recycling technology, strengthening support for the semiconductor industry, etc. will be the purpose of making it a wholly owned subsidiary.

＜6666＞ River Eletech 454 +80

The stop is high. It has been announced that they have successfully developed the world's first smallest MHz-band AT cut crystal oscillator. Compared to conventional products, the volume has been reduced by about 60%, and the weight seems to have been reduced by about 75%. Prototypes have already been supplied for next-generation products from overseas manufacturers, and it is planned that they will continue to respond to the needs of miniaturization, weight reduction, and space saving required by IoT advances in the medical and wearable fields. Movements that expect an impact on business results are dominant.

＜3134＞ Hamee 1293 +249

skyrocketing. Financial results for the first half of the year were announced last weekend, and operating profit was 1.02 billion yen, up 61.2% from the same period last year. Results for the first quarter were up 28.3% from the same period, and the rate of increase in profit expanded drastically. The full-year forecast is 2.08 billion yen, an increase of 8.7% from the previous fiscal year, but it seems that an upward trend can be expected. Profits from the mobile business and global business have greatly expanded, and the cosmetics business deficit has also shrunk drastically.

＜3038＞ Kobe Bussan 3529 +29

backlash. Financial results for the fiscal year ending 24/10 were announced last weekend, and operating profit was 34.4 billion yen, up 11.8% from the previous fiscal year, which greatly exceeded the previous plan of 31 billion yen. Meanwhile, for the fiscal year ending 25/10, the same 9.8% increase is expected at 37.7 billion yen, and although the market forecast of 39 billion yen falls, there is a strong conservative trend every year, and movements that are viewed negatively are limited. The annual dividend is planned to be 26 yen, an increase of 3 yen from the previous fiscal year. Also, the mid-term operating profit target value for the fiscal year ending 26/10 was raised from 37 billion yen to 41 billion yen.

＜9743＞ Tanseisha 948 +117

rapid expansion. Financial results for the 3rd quarter were announced last weekend, and cumulative operating income was 3.57 billion yen, up 83.4% from the same period last year, and the full-year forecast was raised from the previous 4 billion yen to 5 billion yen, up 28.8% from the previous fiscal year. Demand remained steady against the backdrop of a favorable market environment, and it seems that mainly commercial and other facility businesses and chain store businesses showed an upward trend. Along with the improvement in business performance, annual dividends have also been raised from the previous plan of 30 yen to 40 yen.