East Eledeva ＜2760＞: 5170 yen (-570 yen)
A sharp decline. Financial results for the fiscal year ending 2014/3 were announced the day before, and ordinary profit was 13.9 billion yen, up 11.6% from the previous fiscal year, slightly higher than the previous forecast of 13.5 billion yen. Meanwhile, the fiscal year ending 25/3 is expected to turn into a decline of 12.7 billion yen, down 8.8% from the same period. The annual dividend is also 117 yen, and the actual dividend is planned to be reduced from 135 yen in the previous fiscal year. While a recovery in semiconductor market conditions is expected, it has led to a negative impact. Furthermore, the mid-term budget for the fiscal year ending 30/3 is announced, and sales of 300-350 billion yen, and an ordinary profit margin of 8% or more are set.
Japan M&A ＜2127＞: 767.1 yen (-100.8 yen)
A sharp decline. Financial results for the fiscal year ended March 24 were announced the day before, and operating profit was 16.1 billion yen, up 5.0% from the previous fiscal year, falling below the previous forecast of 17 billion yen. The fiscal year ending 25/3 is expected to be 17 billion yen, up 5.8% from the same period. It seems that they anticipate a temporary decline in profit margins by actively promoting direct marketing for seminars and DMs, etc., and actively hiring consultants. There is also a sense of high value in terms of valuation, and the short-term slowdown in earnings is viewed negatively.
Viprogy ＜8056＞: 3898 yen -
There is a sign that bargain sales will stop. Financial results for the fiscal year ending 24/3 were announced the day before, and operating profit was 33.3 billion yen, up 12.2% from the previous fiscal year, and landed slightly lower than the previous forecast of 34 billion yen. The fiscal year ending 25/3 is 35.5 billion yen, which is expected to increase 6.6% from the same period, but the consensus of over 38 billion yen declined significantly. Growth in system services is expected to slow, and SG&A expenses such as labor costs will increase. Also, the announcement of the medium-term management policy seems to have little impact on ROE 15.0% medals and dividend payout ratio of 40% or more, which are numerical targets for the fiscal year ending 27/3, in terms of actual values.
JIA ＜7172＞: 1390 yen car -
Stop buying at a high price. Financial results for the first quarter were announced the day before, and ordinary profit was 5.67 billion yen, 6.3 times the same period last year, greatly exceeding the 4 billion yen plan for the first half of the year, and the progress rate against the full-year forecast of 6.3 billion yen and a 71.7% increase from the previous fiscal year also reached 90%. There seems to be a situation where people are aware of a drastic increase in business performance. In the operating leasing business, product investment sales were the highest in the first quarter, and it seems that new configurations are constantly being acquired. Foreign exchange gains and equity method profits are also recorded outside of business.
Lasertec ＜6920＞: 40180 yen (+5580 yen)
Significant continued growth. Financial results for the 3rd quarter were announced the day before, and operating profit for the fiscal year ending January-March was 26.4 billion yen, 2.8 times higher than the same period last year, a significant increase of about 7 billion yen from market forecasts. The company has left the full-year forecast unchanged, but it seems to lead to an increase in consensus. Also, the volume of orders received for the January-March fiscal year was 76.1 billion yen, 2.3 times the same period last year and 2.4 times the previous quarter, and the sense of bottoming out clearly intensified.
Rain, Wind, and Sun ＜5616＞: 1190 yen (+49 yen)
Significant backlash. It has been announced that a capital and business alliance agreement has been concluded with Cocohole Japan (Okayama City), which operates the business succession vacant house bank “Nihon Succession Bank.” Revitalization of regional economies is promoted by visualizing potential regional succession needs and matching with succession personnel registered with the Japan Succession Bank. In addition, the policy is to utilize the knowledge of Ukaze Taiyo's local government cooperation projects and expand it horizontally to local governments nationwide.
jig.jp ＜5244＞: 321 yen (+18 yen)
Continued significant growth. The operating profit forecast for the fiscal year ending 2014/3 has been revised upward from the previous 1,600 billion yen to 1,800 billion yen (previous fiscal year results of 990 million yen). In addition to the fact that the number of monthly billing unique users of the live streaming business “fuwacchi” has continuously increased, the browser settlement ratio has improved in a form that exceeds initial expectations, and it is now expected that settlement fees can be reduced. At the same time, the year-end dividend forecast has been increased and revised from the previous 2.90 yen to 3.42 yen (no dividend for the previous fiscal year end results).
AZOOM ＜3496＞: 5900 yen (+440 yen)
Continued significant growth. The cumulative operating profit for the 2nd quarter of the fiscal year ending 24/9 (23/10/24 to 3/24) was announced as 840 million yen, up 41.3% from the same period last year. In addition to an increase in the number of master leases (number of units entrusted) and number of subleases (number of units in operation) due to the idle asset utilization business, the number of contracts for rent guarantee services specialized in monthly parking lots also remained steady. The full-year forecast was left unchanged at 1,800 billion yen, up 40.4% from the previous fiscal year. The growth in operating profit for the first half was honestly well received, and it seems that purchases are underway.