＜5401＞ Nippon Steel 3202 +10

backlash. The first quarter financial results were announced the day before, and business profit was 237 billion yen, down 4.7% from the same period last year, and the full-year forecast was revised upward from the previous 650 billion yen to 700 billion yen, down 19.5% from the previous fiscal year. In addition to covering the decline in domestic demand with exports, maintaining high spreads in stranded fields is an upward factor. The upward revisions in a tough environment are viewed positively, and although the 160 yen annual dividend plan remains unchanged, the risk of dividend reduction has receded also led to a sense of security.

＜5201＞ AGC 4751 -452

The sharp decline continued. Financial results for the first half of the year were announced during trading hours the day before, and although sales were ahead, they picked up. Today's worsening conditions also overlapped, and sales once again prevailed. Operating profit for the first half of the year was 56.7 billion yen, down 11.9% from the same period last year, falling below the previous plan of 60 billion yen. The full-year forecast was revised downward from the previous 150 billion yen to 130 billion yen. The background is that in the biopharmaceutical CDMO business, a drastic decrease in sales volume and an increase in costs are expected from expectations.

＜2222＞ Kotobuki Spirits 1594 -247

Plummeting. Financial results for the first quarter were announced the day before, and operating profit was 3.4 billion yen, up 12.1% from the same period last year. Although it was viewed as a steady trend against the full-year plan of 17.5 billion yen, the full-year consensus surpassed the company plan, and while price increases were expected in the past, it was perceived that it fell slightly below market expectations. The current rapid reversal in the appreciation of the yen seems to lead to factors that suppress the expansion of inbound demand, and it seems that the sense of immediate exhaustion also prevailed.

＜9064＞ Yamato HD 1650 -144

The sharp decline continued. Financial results for the first quarter were announced the day before, and operating profit and loss were in deficit of 14.2 billion yen, and profit and loss deteriorated by 15.8 billion yen compared to the same period last year. Although the volume handled increased, the decline in unit prices centered on corporations had a major impact. Although sales forecasts were revised downward for full-year results, operating income remained unchanged at 50 billion yen, up 24.8% from the previous fiscal year. The effects of recovering unit prices and strengthening cost control are anticipated, but it seems that the sense of uncertainty cannot be erased.

＜8601＞ Yamato Stock Exchange G 998.6 -231.9

Plummeting. Financial results for the first quarter were announced the day before, and ordinary profit was 37.7 billion yen, up 4.6% from the same period last year, but it seems that market expectations were over 10% lower. In addition to sluggish stock trading and investment/real estate earnings, it seems that the deficit in the Western M&A sector has also widened. Since Nomura HD had announced good financial results earlier, the reaction of expectations also intensified. Also, today, the Nikkei Average has plummeted by over 2000 yen at one point, which is also a sales factor in the securities sector.

＜8035＞ East Electric 27055 -3685

Plummeting. The decline in major semiconductor companies such as the company, KOKUSAI, and SCREEN is conspicuous. Concerns about a recession seem to be intensifying in the US in response to a deterioration more than expected in the ISM manufacturing business index, and the US stock market weakens drastically, and above all, the SOX index has plummeted by over 7%. Also, Intel, which announced a 15% reduction in personnel and the suspension of dividends from the fourth quarter, temporarily fell by about 20% outside of hours. It seems that domestic semiconductor-related matters are also getting cheaper.

＜3110＞ Nittobo 5270 -340

The sharp decline continued. The first quarter financial results were announced the day before, and operating profit was 3.91 billion yen, 4.4 times the same period last year, and the first half year forecast was revised upward from the previous 5.8 billion yen to 7 billion yen, and from 12.5 billion yen to 15 billion yen for the full year, respectively. It mainly raised the outlook for the electronic materials business. Demand for low dielectric glass for data centers and memory, T-glass for semiconductor package substrates, etc. is strong, and it is expected that the highest sales level ever will be expected, but it was dragged by a deterioration in the situation where it was generally weak.

＜9766＞ Konami G 11420 +315

Massive backlash. Financial results for the first quarter were announced the day before, and operating profit was 25.1 billion yen, up 46.6% from the same period last year, which greatly exceeded the market forecast of 21 billion yen. It also seems to be a record high profit for the quarter. The fact that the number of users of the item-based soccer game “eFootball” expanded in Southeast Asia, South America, etc., and that sales of “Yu-Gi-Oh! Cards” expanded in part due to contributions from products related to the 25th anniversary, etc., seem to be the background for better performance than expected.

＜2282＞ Nichi-Ham 5053 +330

Massive backlash. Financial results for the first quarter were announced the day before, and business profit was 14.6 billion yen, up 20.0% from the same period last year. The previous plan seems to have been around 11 billion yen. In addition to expanding overseas business centered on Australia, the processing business also contributed to profit growth due to unit price factors and cost reduction effects. The full-year forecast remains unchanged due to uncertainty in the second half of the meat business, etc., but the reversal of yen appreciation in exchange rates is also seen as positive, and it seems that there is a situation where people are aware of an increase in business performance.

＜6632＞ JVCKW 1010 +150

The stop is high. The first quarter financial results were announced the day before, and operating profit was 6.02 billion yen, up 20.2% from the same period last year, and the trend is steady compared to the unchanged full-year plan of 18.2 billion yen. Sales of commercial radios are strong in the North American public safety market, and it seems that the company-wide track record greatly exceeds expectations at the beginning of the fiscal year. Strong sales are expected for the second quarter and beyond. The appreciation of the yen against the dollar is also seen as positive for business results, and a significant increase in performance is expected.