Yamaha Motor Co Ltd <7272>: ¥1184.5 (-¥23.5)

Significantly fell. The second quarter financial results were announced the previous day and the operating profit for the April-June period was ¥76.4 billion, an increase of 16.4% compared to the same period last year. However, the market consensus is about ¥6 billion lower. It appears that the strong performance of the two-wheeled business and the positive impact of the weak yen were contributors, but sales of non-motorcycle products seem to have stalled. The full-year plan, which aims for ¥260 billion, is consistent with the previous year's standards when compared. However, the market consensus is above the company plan, but it is expected to be downgraded given the expected reduction of the weak yen contribution.

Mitsui Chemicals, Inc. <4183>: ¥3,382 (-¥245)

Drastically falling. Although the first quarter earnings were announced during the previous trading hours and once dominated by buying, it is now dominated by selling due to sluggish growth. Operating profit was 27.2 billion yen, a significant increase of 95.9% compared to the same period last year, and market expectations were also exceeded. On the other hand, although the exchange rate was revised to devaluation in the first half of the year, operating profit remained unchanged. It is predicted that there will be a decrease in the quantity of agrochemicals, solar cell products, and semiconductor materials. In addition, the impact of ethylene plant trouble is not factored in this time.

NTT DATA CORPORATION <9613>: ¥1,989 (-¥208.5)

Significantly fell. The first quarter financial results were announced the previous day, and operating profit increased 0.6% from the same period last year to ¥58.6 billion. It landed at a level that was about 10% lower than the market expectation. Although it was considered to be progressing according to the company's plan, it seems that the effect of improving operations due to the start of large projects and others was delayed compared to the comparison with the market expectation. In addition, it seems that the order amount is going well at an increase of 46.7% compared to the same period last year, and an increase of 18.9% even when excluding the DC business.

Ricoh Co Ltd <7752>: ¥1,189 (-¥75)

Significantly fell. The first quarter financial results were announced the previous day, and operating profit decreased by 37.7% compared to the same period last year to ¥6.3 billion, greatly lower than the market expectation of ¥12 billion. This is due to factors such as the recording of project costs and the timing difference in recording some sales. The full-year plan, which aims for ¥70 billion, is consistent with the previous year, but there is a risk of downside.

Daikin Industries, Ltd. <6367>: ¥17,190 (-¥1,910)

Significantly fell. The first quarter financial results were announced the previous day, and operating profit decreased by 2.1% compared to the same period last year to ¥115.4 billion. While the impact of the weak yen contributed to exceeding the internal plan, it is considered that the market consensus fell by about ¥9 billion. The demand environment for air conditioning in Europe and the United States is said to be tougher than expected. The full-year plan, which aims for ¥425 billion, is consistent with the previous year's standards but the consensus level that exceeds the company's plan is expected to be lowered due to the expected reduction of the weak yen contribution.

Cocopeli Inc <4167>: ¥385 (+¥11)

Significantly continued to rise. It was announced that a strategic business alliance agreement has been reached with KAIGO Life, a consulting company in Thailand, and Colinea, a business engineering company (Chiyoda-ku, Tokyo), to expand "BIG ADVANCE GLOBAL," which supports the overseas expansion of small and medium-sized enterprises, in Thailand. Kokopeli provides a small and medium-sized enterprise DX support platform called "Big Advance," and aims to realize business matching between Thai companies and Japanese companies and expand trade opportunities through this partnership.

Wills Co Ltd <4482>: ¥553 (+¥53)

Sharply rose. The company announced its intention to purchase up to 0.62 million shares (JPY 0.3 billion) of its own stock. This represents 3.00% of the total issued shares (excluding shares being held by the company). The purchase period is from the 15th to December 30th. This measure is based on the basic policy of achieving capital efficiency and implementing flexible capital policies in response to changes in market and management environments. Share buybacks are well received as they are seen as leading to shareholder returns, and buying seems to be dominant.

Oncolys BioPharma Inc <4588>: ¥524 (+¥36)

Significantly continued to rise. They announced that the target registration of 15 subjects has been completed for a phase 1 physician-led clinical trial in the United States of the combination therapy of telomelysin (OBP-301) for esophageal and gastroesophageal junction cancer and chemo-radiation therapy. This is the first clinical trial to combine telomelysin and chemotherapy. The purpose is to evaluate the safety and efficacy of combination therapy and to obtain valuable information for expanding the application of telomelysin in esophageal cancer.