Furuya Metals ＜7826＞: 4505 yen (+85 yen)
backlash. A downward revision of the earnings forecast was announced the day before, and operating income for the fiscal year ending 24/6 was lowered from the previous forecast of 10.2 billion yen to 9.7 billion yen, down 15.5% from the previous fiscal year. Delays in sales recovery in the thin film division and the fine chemical/recycling division also seem to be the background. However, it seems that there were strong downside concerns from the situation up to the 3rd quarter, and negative responses were limited. Meanwhile, due to the implementation of a commemorative dividend of 30 yen, the annual dividend has been raised from the previous forecast of 256 yen to 286 yen.
North Japan Spinning ＜3409＞: 104 yen (+6 yen)
It quickly climbed to a one-point stop high. It was announced that they have signed a dealership agreement for the world's first smart tracker “MOTHER BRACELET,” which does not require charging, developed by MEDIROM MOTHER Labs, a subsidiary of Medirom. Furthermore, it is said that discussions on a strategic sales business alliance with the Medirom Group have also begun. In conventional wearable devices, it seems that data loss due to running out of charge has been an issue. Expectations seem to be growing that it will lead to growth in the company's healthcare business.
Fuji Pharmaceutical ＜4554＞: 1440 yen (-111 yen)
The sharp decline continued. Issuance of stock acquisition rights through third party allotment has been announced. The allotment will be Nomura Securities. The estimated take-off amount due to this is likely to be approximately 0.92 billion yen. The exercise price of the multiple stock acquisition rights is set at different target stock price levels, and the initial exercise price is 1,564 yen for the 1st round, 2000 yen for the 2nd round, and 2700 yen for the 3rd round. It seems that when all stock acquisition rights are exercised, the dilution will be 19.79%, and movements concerned about potential dilution have taken precedence.
Bronco B ＜3091＞: 3540 yen (-260 yen)
The sharp decline continued. Financial results for the first half of the year were announced the day before, and operating profit was 1.22 billion yen, 2.1 times the same period last year, which greatly exceeded the previous forecast of 0.94 billion yen. Incidentally, the full-year forecast was revised upward from the previous 1.95 billion yen to 2.27 billion yen, an increase of 38.0% from the previous fiscal year. Strong trends in existing store sales etc. were the main causes of the increase in business performance. The annual dividend was also raised from the previous plan of 20 yen to 24 yen. However, performance gains have been factored in from profit levels for the first quarter, and the range of revisions seems to be an expected line, and a sense of exhaustion prevails.
Disco ＜6146＞: 5,2680 yen (-2580 yen)
The sharp decline continued. Financial results for the first quarter were announced the day before, and operating profit was 33.4 billion yen, up 96.7% from the same period last year, and it seems that it has almost landed at the market consensus level. Surprises are limited since individual preliminary figures have already been announced. Meanwhile, the plan for the first half of the year is 66 billion yen, which is expected to increase 46.6% from the same period, and operating income of 32.6 billion yen, which assumes the July-September fiscal year, is down the consensus by just over 10 billion yen. Although it appears to be a conservative plan, it leads to a move ahead of sale while a sense of caution about high prices remains.
WOLVES ＜194A＞: 1149 yen (+150 yen)
The stop is high. It was announced that they have signed a joint research agreement with Cancer Precision Medicine relating to early detection of cancer by liquid biopsy in the field of veterinary medicine, and it has been well received. Liquid biopsy is expected to be useful for early cancer diagnosis and recurrence monitoring in the human medical field, and application has begun. Clinical infrastructure and clinical trial opportunities centered on veterinarians will be utilized more efficiently, leading to increased profits in animal medicine without raising large amounts of funds, and contributing to early detection of cancer in animals such as dogs and cats.
NEXTONE＜7094＞: 1651 yen car -
Stop buying at a high price. After the transaction ended on the 18th, it was announced that a collection agency agreement was concluded to collect copyright royalties in the United States and that direct collection of copyright royalties for watching YouTube videos worldwide began, and it was well received. In addition to dramatically improving the specific accuracy of videos in which managed works are used, usage fee distribution schedules to copyright holders are accelerated, and detailed information such as usage regions and number of views of managed works can be provided to copyright holders.
Headwater ＜4011＞: 11420 yen (+110 yen)
backlash. After the transaction ended on the 18th, it was announced that they have started an introduction support service for vision detection solutions utilizing the edge AI sensing platform “AITRIOS” and the intelligent vision sensor “IMX500” provided by Sony Semiconductor Solutions, and it is viewed as good news. Also, it is said that the company provided support for the introduction of visual detection solutions to 500 domestic convenience stores by Sony Semiconductor Solutions.