Today's Moved Stocks, Notable Stocks - 8/9 (Fri)

3 points to pay attention to in the front field
● $Tokyo Electron (8035.JP)$Pay attention to semiconductor stock trends such as

● $Recruit Holdings (6098.JP)$The first quarter results for the fiscal year ending 2025/3 were sales of 901.558 billion yen, up 6% from the same period last year, and operating profit of 127.818 billion yen, up 5.1% from the same period last year. It exceeds consensus (about 118.2 billion yen).

● $Toyota Motor (7203.JP)$, research and development expenses, 15 consecutive years of increase, 1st place Toyota, 300 billion yen per trillion1, head office survey

Stocks that have moved, notable stocks
$Inpex (1605.JP)$It's a buying trend. On the 8th, the company will raise its consolidated operating profit forecast (IFRS) for the full year of 24.12 from 1 trillion210 billion yen to 1 trillion249 billion yen (up 12.1% from the previous fiscal year). The market consensus is 1 trillion238.4 billion yen. Consolidated operating income for the first half of the 24.12 fiscal year (January-June) was 700.1 billion yen (up 15.3% from the same period last year). At the same time, it was announced that the interim dividend for the 24.12 fiscal year was decided to be 43 yen (previous forecast was 38 yen, the previous fiscal year was 37 yen), and the year-end dividend would be revised from 38 yen to 43 yen (37 yen for the previous fiscal year). The annual dividend is 76 yen → 86 yen (74 yen for the previous fiscal year).

$Terumo (4543.JP)$It's a buying trend. The company announced on the 8th that consolidated operating profit (IFRS) for the 25.3 period 1Q (April-6) was 44.6 billion yen (up 50.6% from the same period last year). The market consensus is 38.2 billion yen. Sales increased due to strong sales in domestic and overseas business.

$Shimizu (1803.JP)$has skyrocketed. An earthquake with a maximum seismic intensity of 6 or less occurred in Miyazaki prefecture on the afternoon of the 8th, and the Meteorological Agency announced temporary Nankai Trough earthquake information (caution against massive earthquakes) for the first time. From speculation that demand for ground and geological surveys will increase, $Jibannet Holdings (6072.JP)$Ya $OYO (9755.JP)$etc. are also being searched.

$Resonac Holdings (4004.JP)$It's a buying trend. On the 8th, the company revised its consolidated operating profit and loss forecast for the full year of 24.12 upward from the previous surplus of 47 billion yen to a surplus of 61 billion yen (deficit of 3.8 billion yen in the previous fiscal year). The market consensus is a surplus of 49.4 billion yen. Consolidated operating profit and loss for the first half of the 24.12 fiscal year was a surplus of 28 billion yen (deficit of 13.2 billion yen in the same period last year). Strong demand for semiconductor materials and HD media contributed to the semiconductor/electronic materials segment.

$NEXON (3659.JP)$There is a sales trend. The company announced on the 8th that the consolidated operating profit forecast (IFRS) for the 24.12 3Q period (January-September), which had been undecided, is in the range of 120.4 billion yen to 131.7 billion yen (7.5% decrease to 1.1% increase from the same period last year). The market consensus is 108.1 billion yen. Note, since expected purchases were made before financial results were announced in stock prices, profit-determined sales prevailed.

$Suntory Beverage & Food (2587.JP)$There is a sales trend. The company announced on the 8th that consolidated operating profit (IFRS) for the first half of the 24.12 fiscal year (January-June) was 80.9 billion yen (up 17.6% from the same period last year). The market consensus is 81.9 billion yen. Note that since stock prices fall short of consensus expectations, sales are dominant.

$Axel Mark (3624.JP)$has plummeted. On the 8th, the company revised its operating profit and loss forecast for the full year of 24.9 downward from the previous deficit of 0.26 billion yen to a deficit of 0.33 billion yen (deficit of 98 million yen in the previous fiscal year). The cumulative operating profit and loss for the 3Q period (October-June) was a deficit of 0.21 billion yen (deficit of 51 million yen in the same period last year).