＜4385＞ Mercari 2021 -154

A sharp decline. Financial results for the fiscal year ended 24/6 were announced the day before. Operating profit was 17.5 billion yen, up 6.7% from the previous fiscal year, which was higher than the previous forecast of 16.5 billion yen. The initial plan was announced for the first time, and core operating income for the fiscal year ending 25/6 is expected to be 22-25 billion yen, an increase of 16.6-32.5% from the previous fiscal year. An increase in profits in the fintech and US segments is assumed. However, cost suppression associated with a slowdown in GMV seemed to be the main cause of the increase in the previous fiscal year's actual value, and the target decline in the GMV growth rate was viewed as negative.

＜2585＞ Life Drink C 6310 -460

A sharp decline. Financial results for the first quarter were announced the day before, and operating profit was 1.24 billion yen, down 11.5% from the same period last year. Although sales have increased by 2 digits, it seems that the cost increase burden has increased, including start-up costs for new plants and temporary costs related to M&A. It is said that progress is progressing smoothly against the unchanged full-year forecast of 5.8 billion yen, a 22.0% increase from the previous fiscal year, but it seems that the view that the 2-digit profit decline start was unexpected prevails.

＜7762＞ CITIZEN 897 -44

A sharp decline. Financial results for the first quarter were announced the day before, and operating profit was 4.68 billion yen, down 15.4% from the same period last year, falling about 0.5 billion yen below market expectations. It seems that the effects of inventory adjustments due to the movement and the increase in advertising expenses commemorating the 100th anniversary of the brand were the main factors in the decline in profit, but there is a strong view that this figure is unsatisfactory considering the positive effects of the depreciation of the yen. The full-year forecast remains unchanged at 23 billion yen, but the consensus is also devaluing due to the current reversal in the appreciation of the yen.

＜6571＞ QB Net HD 1115 -245

Plummeting. Financial results for the fiscal year ending 24/6 were announced the day before, and operating profit was 2.12 billion yen, down 1.1% from the previous fiscal year, falling below the previous forecast of 2.4 billion yen. There was a 28.7% increase from the same period last year until the 3rd quarter, but profit completely declined in the full fiscal year. The fiscal year ending 25/6 is also 1.9 billion yen, down 10.2% from the previous fiscal year, and the profit reduction rate is expected to expand. It seems that the decline in profits overseas, such as Singapore and Hong Kong, held back the previous fiscal year. It is positioned that this fiscal year will be a pre-investment period, such as prioritizing store expansion.

＜2501＞ Sapporo HD 7144 +920

rapid expansion. Financial results for the first half of the year were announced the day before, and business profit was 3.54 billion yen, up 1.1% from the same period last year, and 7.34 billion yen for the April-6 fiscal year, up 14% from the same period. Strong domestic beer sales seem to be the driving force. Also, for the real estate business, it was announced that recruitment of acquisition proposals etc. will begin around mid-September, and it seems that specific proposals etc. will be received from real estate, developers, etc. Together with smooth financial results, it looks like it can be viewed positively.

＜3923＞ LAX 2082.5 +171.0

Significant continuous growth. Financial results for the first quarter were announced the day before, and operating profit was 2.33 billion yen, 2.3 times the same period last year, and market expectations were also raised by about 0.4 billion yen. Sales were trending as expected, but it seems that sales promotion expenses etc. declined, leading to boosting factors. Also, monthly trends for July were announced, and company-wide sales continued to show high growth, with a 29.6% increase from the same month last year, and the trend continues to exceed the 25.8% increase in the full-year sales rate plan.

＜2150＞ Care Net 527 +36

Significant continued growth. It was announced that 2.34 million3600 shares, which is 5.22% of the number of issued shares, and treasury stock acquisition with an upper limit of 1 billion yen. The purpose is to improve capital efficiency and implement flexible capital policies, and the acquisition period is from 8/14 to 12/23. Expectations that it will lead to an immediate improvement in supply and demand have taken the lead. Note, in the first half financial results announced at the same time, operating income was 0.99 billion yen, down 25.2% from the same period last year, but there seems to be no major surprise from the situation in the first quarter.

＜4386＞ SIGG 680 +73

rapid expansion. Financial results for the first quarter were announced the day before, and operating profit was 0.12 billion yen, up 69.0% from the same period last year, and the progress rate is high compared to the unchanged plan of 0.19 billion yen for the first half of the year, a 2.5% increase. There seems to be a situation where people are aware of an improvement in business performance. In addition to a strong trend in sales due to continued acceptance of orders for system development for general incorporated associations, it seems that UIS's new consolidation effects are also leading to boosting factors.

＜197A＞ Towns 473 +44

rapid expansion. Financial results for the fiscal year ended 24/6 were announced the day before, and operating profit was 8.03 billion yen, an increase of 61.7% from the previous fiscal year, which surpassed the previous plan of 7.89 billion yen. Also, the fiscal year ending 25/6 is 8.31 billion yen, which is expected to increase 3.5%, and the annual dividend is 28 yen and the dividend is planned to increase 0.25 yen. It seems that there were concerns about the future of the novel coronavirus test kits and combo kits, etc., and a sense of security preceded steady guidance.

＜6951＞ Nippon Denshi 5587 +110

After one round of buying, the increase narrowed. Financial results for the first quarter were announced the day before, and operating profit landed at 4.075 billion yen, 3.9 times the same period last year. In the science and measurement equipment business, inquiries, mainly electron microscopes, continued to be strong, and it seems that single beam mask drawing devices and spot beam electron beam imaging devices were doing well in the industrial equipment business. Operating profit for the fiscal year ending 25/3 is expected to be 30 billion yen, up 9.0% from the previous fiscal year.