Shiseido ＜4911＞: 4,269 yen (-85 yen)

A sharp decline. American cosmetics giant Estée Lauder received financial results announcements and it plummeted by over 13% the day before, and it seems that associative sales are also gathering at major domestic cosmetics companies, etc. Estee Lauder's financial results for the fiscal year ending January-March showed an increase in sales and profit, and both sales and EPS surpassed market expectations. However, it seems that the fourth quarter is expected to fall more than expected. EPS is expected to be in the range of 0.19-0.29 dollars, and the market consensus seems to have been around 0.76 dollars.

Takara Tomy ＜7867＞: 2687.5 yen (+177.5 yen)

Massive backlash. An upward revision of earnings and dividend forecasts was announced the day before. Operating profit for the fiscal year ending 2014/3 was raised from the previous forecast of 17 billion yen to 18.5 billion yen, an increase of 41.0% from the previous fiscal year. It also surpassed the consensus of about 17.7 billion yen. It will be an upward correction following January. Toy and toy related businesses also seem to be doing well in Japan and the Asian region. The annual dividend has also been raised from the previous plan of 43 yen to 50 yen.

Nippon Life L ＜7575＞: 1242 yen (+82 yen)

Massive backlash. Financial results for the fiscal year ending 24/3 were announced the day before, and operating profit was 10.9 billion yen, up 0.5% from the previous fiscal year, landing on the previous forecast line. Profit is expected to increase slightly, with 11.2 billion yen for the fiscal year ending 25/3, up 2.8% from the same period. The impact on financial results is limited. Meanwhile, it was announced that a public tender offer to buy shares of the company will be carried out in response to the intention of selling shares held by MT & Co., Ltd., the largest shareholder. The maximum number of shares acquired is 5.5 million 100 shares, which is 7.26% of the number of issued shares, and the purchase price is 1045 yen. Also, the annual dividend is planned to increase the dividend by 4 yen compared to the previous fiscal year to 46 yen.

AOKI HD ＜8214＞: 1256 yen (+149 yen)

Massive backlash. An upward revision of earnings and dividend forecasts for the fiscal year ending 24/3 was announced the day before. Operating profit was raised from the previous forecast of 13 billion yen to 13.85 billion yen, an increase of 35.3% from the previous fiscal year. The fashion business general market and freshers also seem to be doing well. The range of revisions is limited, but due to an increase in net profit, annual dividends were also raised from the previous plan of 40 yen to 50 yen, and the dividend yield based on the previous day's closing price is at a level of over 4.5%, which seems to have led to a buying impact.

Ibiden (4062): 5543 yen (-605 yen)

A sharp decline. Financial results for the fiscal year ended March 24 were announced the day before, and operating profit was 47.6 billion yen, down 34.3% from the previous fiscal year, and market expectations were lowered by about 1 billion yen. The fiscal year ending 25/3 is 42 billion yen, which is expected to decrease 11.7% from the same period, which is far below the consensus of about 60 billion yen. The level is lower than 55 billion yen, which was the previous mid-term target value. There is also a view that the plan is conservative, but it seems that sales price declines due to intensifying competition are also occurring at the moment.

Birdman ＜7063＞: 1045 yen (-66 yen)

It continued to drop drastically for 3 days. It has been announced that extraordinary losses (debt loss) of approximately 350 million yen will be recorded in the 3rd quarter of the fiscal year ending 24/6. Japan's largest music festival where Asian artists and the like gather was scheduled for 23/9 (cancellation decided before disclosure) and 10/28 and 29, but since it was canceled due to various circumstances, it became impossible to recover performance costs and production costs. The impact on business results is currently being scrutinized, and it is said that it will be reported as soon as the scrutiny is completed. The most recent full-year forecast (as of 2/14) is yet to be determined.

Caster ＜9331＞: 1,392 yen (+190 yen)

Significant backlash. It has been announced that a capital and business alliance agreement will be formally concluded with Money Forward ＜3994＞. It was disclosed that a basic agreement would be concluded on 4/1. Money Forward has acquired 20.30% of the number of shares issued by Caster through relative transactions outside of the market. In order to expand businesses such as the accounting specialty remote assistant service “CASTER BIZ ACCOUNTING” developed by caster, customer introductions will be carried out from money forward and service development will be carried out jointly.

GEI ＜9212＞: 499 yen (+44 yen)

Significant rebound for the first time in 5 days. The operating profit and loss forecast for the 2nd quarter (23/10/24 to 3/24) of the fiscal year ending 24/9 has been revised upward from the previous deficit of 249 million yen to a deficit of 225 million yen (deficit of 162 million yen in the previous fiscal year results). This is because definitive inspections and inspections of the Ministry of the Environment's social implementation demonstration project for jet fuel, etc. using biomass such as waste and the Ministry of Economy, Trade and Industry's investigation project related to bioethanol production projects have been brought forward. The full-year forecast remains unchanged with a deficit of 121 million yen.