<2687> CVS Bay 725 +77

Sharp rise. The upward revision of the earnings forecast was announced the previous day. For the first half of the fiscal year ending February 2025, the operating profit was revised upward from the previous forecast of ¥0.22 billion to ¥0.28 billion, and from ¥0.35 billion to ¥0.44 billion for the full year. Domestic lodging demand has been stronger than expected, and the inbound demand is also expanding due to the progress of the weak yen. The full-year net profit has been significantly raised from ¥0.21 billion to ¥1.01 billion, but this is because a fixed-asset sale gain of about ¥0.8 billion, which has already been announced, will be recorded.

<6525> KOKUSAI 5400 -420

Sharp decline. It has been reported that the US investment fund KKR will sell some of its shareholdings. As a result of the sale, KKR's ownership ratio is expected to decrease from the current level of approximately 43% to nearly 20%. The scale of the sale is expected to be about ¥250 billion, but it is likely that other than KKR will also unload their stocks, and it is expected that the decision will be made by the company this week, and the scale of the sale will be about ¥300 billion. Concerns about supply and demand in the short term have risen. In addition, it seems that the company is implementing a share buyback program.

<7085> Curves HD 780 +35

It has rebounded sharply for the first time in six days, after remaining unchanged from the previous day. The third-quarter earnings were announced the previous day, and the cumulative operating profit was ¥4.45 billion, an increase of 43.9% year-on-year, and the rate of increase in earnings has expanded further from the 38.2% increase in the first half. Both membership fees and membership product sales have reached record highs, surpassing pre-corona levels. The company is maintaining its annual forecast range of ¥4.9-5.1 billion, but it has the potential to exceed the upper end of the range.

<4735> Kyojin 515 +80

Stocks hit their daily limit. The company announced their financial results for May 2024 on the previous day, revealing an operating profit of 87 billion yen, an increase of 85.4% compared to the previous period, greatly exceeding the previous plan of 57 billion yen. Factors for this surplus include an increase in the number of residents in the nursing care business, as well as the effects of increasing childcare subsidies. The annual dividends have also been significantly raised, from the previous plan of 7.72 yen to 19.46 yen, with an increase of 13.99 yen from the previous period. They are planning for profit increase and dividend increase for the year ending May 2025.

<2501> Sapporo HD 6242 +515

Sharp rise. 3D Investment Partners, which is the largest shareholder, announced a plan to separate the holding company of premium real estate such as Ebisu Garden Place and list it through a tax-qualified spin-off to increase its market capitalization by about 64% for shareholders. It is being viewed as a speculative material because it leads to pressure on capital efficiency improvement.

<2918> Warabe Nippon 2528 +180

Marked increase. The quarterly earnings were announced the day before, with operating profit decreasing by 6.3% year-on-year to 2.22 billion yen, achieving the expected progress against the first half plan of 4.2 billion yen and 6.5% decrease. The initial deficit of the newly established Iruma factory and temporary cost increases associated with factory consolidation are factors contributing to the decrease in profit. Although the stock price had been sluggish after the earnings announcement of FY2025, it seems to be reviewing the strong actual condition, such as the highest sales ever for the first quarter.

<2379> Dip 2981 +221

Marked rebound. The quarterly earnings were announced the day before, with operating profit increasing by 20.4% year-on-year to 4.02 billion yen, achieving smooth progress against the unchanged full-year plan of 13.4 billion yen and 5.0% increase from the previous year. Market share is accelerating, with the difference between media sales growth rate and market growth rate expanding, and labor cost rates and advertising publicity cost rates decreasing. This is a trend where the upward performance is being recognized.

<7388> FP Partner 3045 +369

Sharp rise. It announced that the new life insurance contract ANP for June reached a record high of ¥2.873 billion, which is ¥0.14 billion higher than the previous record set in March this year. The increase in recognition due to the new commercial on the air from April seems to have contributed to the growth, even though there were some critical reports on the business model.

<4763> C&R Co., Ltd. 1568 -223

Sharp decline. It announced the first quarter earnings the previous day, and the operating profit was ¥1.26 billion, a decrease of 20.2% year-on-year. The first half plan was ¥2.7 billion, up 3.8% from the same period last year, and the negative reaction to the significant decline in profitability came first. It was expected that the first quarter would experience lower profitability due to increased hiring, but it seems that it has also fallen below expectations in the creative and medical fields. The announcement of a share buyback of up to 0.35 million shares, which corresponds to 1.6% of the outstanding shares, with a maximum limit of ¥0.5 billion, is expected to have a limited effect on supporting the share price.

<6098> Recruit HD 9484 +332

Sharp rise. The company announced the implementation of the acquisition of self-owned shares with a maximum limit of 87 million shares, equivalent to 5.67% of the outstanding shares and ¥600 billion. The acquisition period is from today to July 9, 2025. It is aimed at improving capital efficiency and enhancing shareholder returns. Of these, it conducted a share buyback of up to 15 million shares in off-hours trading today. Although there were expectations for a share buyback following the policy to compress net cash announced in May's earnings release, its rapid execution seems to have been highly evaluated.