Sugi HD <7649>: 2195 yen (-185.5 yen).
Significant decline. The company released its first quarter earnings the previous day. Operating profit increased by 10.6% year-on-year to 8.6 billion yen, but the market consensus seems to be slightly lower by 500 million yen. The negative movement is due to the fact that the monthly trends are performing well beyond expectations, leading to revenue growth below expectations. The company is strengthening the hiring of medical administrative staff with a focus on dispensing, and aiming to reduce the burden on pharmacists, but there is a delay in response, and labor costs are exceeding plan expectations due to increased hiring and overtime pay.
Sumitomo Pharma <4506>: 392 yen (+35 yen).
Significant increase. It seems that the news of the new president's interview is being reported and is being considered material. It is reported that they are considering implementing layoffs in Japan within this fiscal year. It seems that they have no choice but to take further measures, including early retirement recruitment, to recover their business performance. In the United States, they reduced their employees from 2,200 to 1,200 in one year until March 2024. In Japan, where there are about 3,000 employees, it is expected that the scale of layoffs will be several hundred people.
Sawai Group HD <4887>: 6364 yen (+499 yen).
Marked increase. The company has announced the implementation of a share buyback program with a maximum of 6.9 million shares, equivalent to 15.8% of the issued shares, and up to 33 billion yen. The acquisition period is from July 1 to March 31, 2025, and the acquired treasury stocks will be cancelled on April 30, 2025, in accordance with the cash flow allocation concept in the mid-term plan, as part of efforts to improve capital efficiency and shareholder returns. The high level of share buybacks is expected to support demand and supply in the short term.
Fujita Kanko <9722>: 9270 yen (+210 yen).
Significant continued increase. Following reports by M&A news special media, the upward trend in stock prices continues. It was reported on the 17th that DOWA HD may sell its shares in the company, with 3D Investment being a possible buyer. In addition, today, there are some reports that the potential gain from Tsubakiyama exemplifies the aim, which further boosts the possibility of an upward trend. According to the land price publicized by the Ministry of Land, Infrastructure, Transport and Tourism, the value of Tsubakiyama is said to be about 50 billion yen just for the land.
GMO-AP <4784>: 427 yen -.
Indication of buying stop high. The company has announced that it will take over GMO Internet Group's internet infrastructure business (domain business, cloud hosting business, access business) as well as its internet advertising and media business by absorption-type split. The sales of the department to be taken over in the fiscal year ending December 2023 are expected to be 61.5 billion yen. As it has been determined that there is substantial continuity in the business to be taken over, the company is expected to be changed to the main board.
Post-Prime <198A>: 1030 yen (+150 yen).
Limit up. Since its initial listing on the 20th, investment funds have continued to flow in. Its operating profit forecast for the 2024 fiscal year is 343 million yen, up 39.1% from the previous year. It operates a social networking service called 'Post Prime' for education purposes and expects profits to expand due to an increase in subscription registrations. Other newly listed stocks, such as WOLVES HAND <194A> and MFS <196A> (both listed on the 20th), as well as D&M Company <189A> (listed on the 11th), have surged, and it seems that recent initial public offering (IPO) stocks have been popular.
CANBAS <4575>: 562 yen (+80 yen).
Limit up with significant increases for 4 consecutive days. It has announced an estimated operating loss for the fiscal year ending June 2024 of JPY 1.363 billion (compared to an actual loss of JPY 0.965 billion in the previous year). Research and development costs have increased due to progress in preparing for phase 2b clinical trials of candidate antineoplastic compound CBP501 in the United States and for phase 3 clinical trials in Europe. Although the loss is expected to expand compared to the previous year, there seems to be a sense that selling pressures have been exhausted, and buying interest seems to be growing in response to the progress being made in preparing for clinical trials.
Life net <7157>: 1826 yen (+190 yen).
Since listing, Ariake Capital (Chuo-ku, Tokyo), an investment management company, has a shareholding of 5.04% (4,047,100 shares) of the LifeNet Life Insurance Co., Ltd., which has become a buying opportunity based on the 5% rule according to the mass shareholding report. The obligation to report occurs on the 18th, and the purpose of shareholding is to make pure investment (for the purpose of operating based on an investment mandate contract) and to give advice and make important proposal activities to the management team as appropriate.