<6723> Renesas 2583.5 -407.5

Temporary stopped and dropped. Today, the first-half earnings report was released. Operating profit was JPY 147.6 billion, a decrease of 33.1% compared to the same period last year. The operating profit from April to June was JPY 69.7 billion, which decreased by 28.3% from the same period last year. Even compared to the previous quarter, the gross profit margin has decreased by 0.1%. On a NON-GAAP basis, the operating profit for July-September is expected to be JPY 95.7 billion, which is lower than the actual JPY 110.6 billion for April-June. The semiconductor-related overall stock slump today is also believed to have an impact.

<4684> Orbick 22240 +1160

Significantly rebounded. Yesterday, the first-quarter earnings report was released. The operating profit was JPY 18.6 billion, an increase of 7.0% compared to the same period last year. It is slightly behind the annual forecast of JPY 78 billion, but it is within the company's expectations. Although some system integration has stagnated, system support continues to grow at a high rate. There are limited surprises, but after the previous period's earnings report, there was a sense of lag in the stock price, and attention is focused on the defensive nature of the stock in the overall stock slump.

<6146> Disco 46850 -1950

Significant continued decline. Due to the significant decline in the US stock market and the appreciation of the yen in the foreign exchange market, the Tokyo market is showing a full-scale decline today. In particular, main semiconductor stocks such as the company, Renesas, and Advantest are showing their faces in the top ranks of decline rates. In the United States, Tesla has fallen 12% and Alphabet 5% due to the dislike of earnings, and sales have spread mainly to high-tech stocks, so Nvidia has also fallen 6.8% in semiconductors, and the SOX index has dropped significantly by 5.4%.

<4967> Kobayashi Pharmaceutical 5908 +258

Markedly rising. According to a massive report submitted the previous day, Oasis Management has become a major shareholder with a 5.20% shareholding. The purpose of the shareholding is to conduct portfolio investments and significant proposal actions. This is also a development that may stimulate speculative buying, as it occurred just after the founder stepped down from the management top due to health damage caused by a supplement containing "red yeast rice".

<5250> Prime Strategy 1560 +79

Surged. It has been announced that strategic AI "David" has obtained a patent in Japan for automatic high-speed display control of web content. When a server processing unit detects a request, the AI server devises a high-speed display strategy, and the data generated based on this strategy is automatically displayed on the user terminal to display web content at high speed. It seems that strategic AI "David" has also received a notification of patent examination in the United States.

<3926> OpenDoor 770 +25

Significantly continues to rise. In the Tokyo foreign exchange market, the exchange rate for the dollar against the yen rose to over 152 yen per dollar at one time, reaching the highest level of a strong yen and weak dollar in about two and a half months. It seems that expectations of a Bank of Japan interest rate hike are increasing prior to the monetary policy decision meeting at the end of the month. Due to the progress of a weak dollar and strong yen, some food stocks that are considered as yen advantage are being bought, and the yen advantage is expected to attract attention for such stocks, including the company.

<9629> PCA 2170 +65

Significantly rebounded. Yesterday, the first-quarter earnings report was released. Operating profit was JPY 0.7 billion, an increase of 63.6% compared to the previous quarter, and it is steadily progressing to the annual forecast of JPY 2.36 billion, an increase of 2.1% compared to the previous year. The number of corporate users using the PCA Cloud Series is steadily increasing. It is becoming a situation where there is increased awareness of outperforming profits, but with a dividend payout ratio of 100%, there is also speculation about the dividend level up, etc.

<8060> Canon MJ 4389 -89

Stagnating and gradually declining. The first half earnings report was released yesterday. Operating profit was JPY 26 billion, a decrease of 3.9% compared to the same period last year, with a similar rate of decline as in the first quarter. The interim dividend, which had not been determined, was set at JPY 60 per share, but the annual dividend was kept unchanged at JPY 120, which is the same as the previous year. In addition, the company plans to implement a share buyback program of up to 22,100,000 shares, which is equivalent to 16.78% of the issued shares, at a price of JPY 4,091 per share to respond to the sale of Canon's shareholdings, but it is linked to the overall stock price slump.

<6807> Aviation Electronics 2471 -214

Significantly continues to decline. Yesterday, the first-quarter earnings report was released and operating profit was JPY 3.77 billion, which was a significant increase of 2.1 times compared to the same period last year. Sales of industrial machinery connectors are said to have been a main driver. However, although the consensus was about JPY 3.1 billion, it is not expected to have a large surprise as the main reason for the improvement is thought to be the effect of the weak yen. The progress rate towards the first-half plan of JPY 8 billion also remains limited. In the overall stock slump centered on high-tech, there is a preceding move with a sense of saturation.

<9336> DaiEi Kankyo 2747 +137

Significantly rebounded. SBI Securities has started new coverage with a "buy" investment rating and a target stock price of 4,100 yen. The performance continues to be the highest ever due to a strong business model with a final disposal site, expansion of new business due to new plastic regulations, and the potential to become an important infrastructure company through public-private partnerships. The company has built a relationship of trust, including transactions with 467 municipalities, and is the best partner for municipalities facing difficulties in developing and operating waste treatment facilities.