Today's active stocks, hot stocks - August 8 (Thursday)

Three points to focus on in the morning session
● $Lasertec (6920.JP)$Stylishness

● $Honda Motor (7267.JP)$For the first quarter of the fiscal year ending in March 2025, revenue increased by 16.9% compared to the same period last year to 5 trillion 404.858 billion yen, and operating profit increased by 22.9% to 484.705 billion yen. It exceeded the consensus (approximately 473 billion yen).

● $Toyota Motor (7203.JP)$The price of components in the second half of this fiscal year is expected to remain unchanged, with large companies also affected.

Active stocks and hot stocks
$Nitori Holdings (9843.JP)$The company announced that its consolidated operating profit for the 1Q of fiscal year 25.3 (April-June) was 34.5 billion yen, a 4.6% increase compared to the same period last year. The market consensus was 33.6 billion yen. Various measures to increase sales have been successful.

$Isuzu Motors (7202.JP)$Company X is showing a buying trend. The company announced that its consolidated operating profit for the 1Q of fiscal year 25.3 (April-June) was 76.9 billion yen, a 12.1% increase compared to the same period last year. This was attributed to price adjustments and the weak yen. The market consensus was 64.4 billion yen. The company has set a buyback limit of 45 million shares or 75 billion yen. The buyback period is from August 8th to March 31st, 2025, and the percentage of the total number of issued shares excluding treasury stock is 6.0%.

$TOYO (8151.JP)$Company X is showing a buying trend. The company announced that its consolidated operating profit for the cumulative 3Q of fiscal year 24.9 (October-June) was 2.97 billion yen, which is 2.6 times higher than the same period last year. The year-end dividend forecast has been raised from 37 yen to 42 yen (32 yen in the previous fiscal year). The annual dividend forecast is 67 yen (54 yen in the previous fiscal year). A share buyback has also been announced.

$Olympus (7733.JP)$Company X is experiencing a sharp decline. The company announced that its consolidated net profit (IFRS) for the 1Q of fiscal year 25.3 (April-June) was 27.5 billion yen, a 21.4% decrease compared to the same period last year. The market consensus was 30.6 billion yen. Due to the stock price falling below market expectations, selling pressure is dominant.

$Taiyo Yuden (6976.JP)$Company X is experiencing selling pressure. The company announced that its consolidated operating income for the 1Q of fiscal year 25.3 (April-June) was a profit of 2.63 billion yen (compared to a loss of 0.58 billion yen in the same period last year). The market consensus was 3.77 billion yen. Due to falling short of market expectations, selling pressure is dominant in the stock price.

$Shiseido (4911.JP)$Sell indication. On the 7th, the company announced that the consolidated net profit (IFRS) for the first half of the fiscal year 24.12 (January-June) was 15 million yen (a decrease of 99.9% compared to the same period of the previous year). The company's annual plan of 22 billion yen remains unchanged, due to the decrease in operating profit due to the decrease in sales in the Travel Retail, Americas, and China businesses.

$KOSE (4922.JP)$Sell indication. On the 7th, the company announced that the consolidated operating profit for the first half of the fiscal year 24.12 (January-June) was 13.7 billion yen (an increase of 31.9% compared to the same period of the previous year). The progress rate for the annual plan is 68.7%. The market consensus is 13.3 billion yen. However, due to the company maintaining its full-year outlook, the stock price is dominated by disappointment selling.

$SUMCO (3436.JP)$Sell indication. On the 7th, the company announced the revised forecast for the consolidated operating profit for the cumulative third quarter of fiscal year 24.12 (January-September), which was previously undecided, to be 27.8 billion yen (a decrease of 55.1% compared to the same period of the previous year). The market consensus is 35 billion yen.