Hot stocks that moved today - November 12 (Tuesday)

● $Recruit Holdings (6098.JP)$For the second quarter of the fiscal year ending March 2025, sales revenue increased by 5.4% year-on-year to 1.7987 trillion yen, and operating profit increased by 13.4% to 269.7 billion yen.
HR technology business, matching & solutions business, and temporary staffing business all saw revenue growth. It exceeded the consensus estimate of around 255 billion yen. The operating profit for the fiscal year ending March 2025 was revised upwards from 390 billion yen to 442.7 billion yen, falling short of the consensus estimate of around 484 billion yen.

Points of interest in the morning session: $Tokai Rika (6995.JP)$Expansion of koss corp molds, cost reduction through design automation

$FISCO (3807.JP)$Koss corp. is soaring. Against the backdrop of expectations for regulatory easing measures by the incoming Trump administration, the price of Bitcoin rose to the $70,000 range on the 11th. The continued active trading of Bitcoin is being well received, leading to the company owning a cryptocurrency exchange being bought.
Related Stocks: $Metaplanet (3350.JP)$、 $Ceres (3696.JP)$、 $Monex Group (8698.JP)$、 $Remixpoint (3825.JP)$etc.

$Musashi Seimitsu Industry (7220.JP)$Significantly up. The company held an earnings call on the 11th. At the call, it was noted that the timing for the Hybrid Super Capacitor (HSC) business scale, which was expected to be 100 billion yen by 2030, has been moved up by 2-3 years, which is seen as significant. The HSC is said to be in demand for power peak reduction in data centers, particularly in AI-related applications.

$Rakuten Bank (5838.JP)$Buying interest. The company announced on the 11th an upward revision of its consolidated net profit forecast for the full fiscal year 25.3 from the previous 37.8 billion yen to 46.2 billion yen (a 34.2% increase from the previous year). The consolidated net profit for the first half of the 25.3 period (April-September) was 22.1 billion yen (37.5% increase from the same period last year). The market consensus was 20.8 billion yen.

$SEIKOH GIKEN (6834.JP)$Rose sharply. On the 11th, the company announced an upward revision of the consolidated operating profit forecast for the full year of 25.3 from the previous 1.45 billion yen to 2 billion yen (a 90.0% increase from the previous year). The consolidated operating profit for the first half of 25.3 (April-September) was 1.03 billion yen (3.2 times higher than the same period last year). This exceeded the company's plan of 0.45 billion yen. The increase in revenues from optical communications-related products contributed to this.

$Screen Holdings (7735.JP)$Selling pressure. The company announced on the 11th that it is considering applying for an extension of the deadline for submitting the 25.3 interim report. SCREEN Semiconductor Solutions, a consolidated subsidiary of the company, recognized the validity of revenue recognition timing related to shipped equipment, received comments from the audit firm, and conducted an internal investigation, recognizing doubts that inappropriate processing had been conducted for some.

$Lasertec (6920.JP)$Falling. The Philadelphia Semiconductor Stock Index (SOX Index) fell 2.5% the previous day. Concerns persist about semiconductor regulations under the new Trump administration towards China, causing anxiety in the Tokyo market as major semiconductor manufacturing equipment companies are expected to be affected. On the other hand, Prime Minister Ishiba stated in a press conference the previous day that over 10 trillion yen in public support would be provided for semiconductors and AI fields by the fiscal year 2030.
Related stocks: $Disco (6146.JP)$、 $Advantest (6857.JP)$etc.

$MEC (4971.JP)$Substantially down. On the 11th, the company announced that its consolidated operating profit for the first half of the 25.3 period (April-September) was 3.65 billion yen (2.2 times higher than the same period last year). This figure was below the market consensus of 3.71 billion yen. The company attributed the significant profit increase to an increase in pharmaceutical production volume and profit contribution from improved production efficiency in the global production strategy.

$KOSE (4922.JP)$Declined rapidly. On the 11th, the company announced a downward revision of the consolidated net profit forecast for the full year of 24.12 to 8 billion yen (a 31.4% decrease from the previous year) from the previous 12.6 billion yen. The market consensus was 16.64 billion yen.