<3182> Oisix 1192 -92

Significant decline. The company announced its Q1 financial results the day before. While operating profit increased by 13.4% to 1.25 billion yen compared to the same period last year, the progress rate towards the full-year plan of 7 billion yen, an increase of 36.1% compared to the previous year, remained at 17.8%. It seemed to be viewed as weak material. EBITDA increased 57.2% to 2.64 billion yen due to the effect of becoming a consolidated subsidiary of the S-IDO GROUP and the effect of improving work efficiency, but operating profit is being burdened by the increase in depreciation expenses.

<4071> Plus Alpha 1552 -310

Sharp decline. The company announced its Q3 financial results the day before, and cumulative operating profit increased by 21.1% compared to the same period last year to 3.11 billion yen. However, the surprise is limited as the growth rate slowed down to 9.9% compared to the same period last year, and there is a trend towards a sense of running out. During the April to June period, spot sales, such as consulting, were sluggish due to seasonality, and marketing expenses also increased due to the concentration of exhibitions.

Stop limit down. The company announced its semi-annual earnings the day before, and operating profit decreased by 15.6% YoY to 0.73 billion yen. Although it was increasing by 19.7% in the 1st quarter, it turned to a significant decrease in profits of 59.0% in the April-June period. The hurdle to achieve the full-year plan of 2.16 billion yen, an increase of 21.8% YoY, which is an unchanged target, is considered to have increased. It seemed that personnel expenses for sales and general administration had increased, and the negative impact of a weaker yen had also affected the results.

Significant rebound. The company announced its Q2 financial results the day before, and its operating profit in the April-June period turned profitable with 11.2 billion yen, a turnaround from the previous year's deficit of 4.3 billion yen. However, the consensus of approximately 19 billion yen was lower due to impairment losses. The full-year forecast has been lowered from the previous 135.4 billion yen to 107.1 billion yen due to impairment losses and related expenses from business transfers. However, the organic growth rate of gross profit in the 2nd quarter has turned positive for the first time in six quarters, and the improvement in business momentum is evaluated positively. In addition, the company announced the implementation of a share buyback for up to 1 million shares and up to 1 billion yen, which will be carried out from September 1st to December 31st. This is the first shareholder return initiative by the company.

Significant rise. The company announced its Q1 financial results the day before, and its operating profit increased by 84.5% YoY to 6.03 billion yen, surpassing market expectations by about 1 billion yen. Despite being negatively affected by a cyber attack, the main publishing and IP creation businesses have expanded. Although the full-year forecast has been revised downward from the previous 16.5 billion yen to 15.6 billion yen, a decrease of 15.5% YoY, the revision amount remains limited, and the negative materialization trend seems to be strengthening.

Significant continued rise. The company announced its semi-annual earnings the day before, and its operating profit was at a high level of 12 billion yen, 4.2 times higher than the same period last year. The company has raised its full-year forecast from the previous 15 billion yen to 24 billion yen, 2.1 times higher than the previous year, and is believed to have been around 19 billion yen for market expectations. It seems that the effects of price revisions in April were higher than expected while the dining out consumption continued to be strong. The annual dividend has been raised from the previous plan of 10 yen to 17.5 yen, and the increase is 10.5 yen compared to the previous year's dividends.

Significant continued rise. The company announced its semi-annual earnings the day before, and its EBITDA increased by 93.5% YoY to 1.81 billion yen, with a high growth rate continuing in the April-June period of 1.07 billion yen, an increase of 95.5% YoY. The performance in Northeast Asia, the US and EMEA was strong, and profitability has also improved significantly, exceeding the plan. In addition, the company announced a share buyback of up to 1 million shares and up to 1 billion yen for the first time, which will be implemented from September 1st to December 31st.

Significant continued rise. The company announced its semi-annual earnings the day before, and its operating profit was at a high level of 12 billion yen, 4.2 times higher than the same period last year. The company has raised its full-year forecast from the previous 15 billion yen to 24 billion yen, 2.1 times higher than the previous year, and is believed to have been around 19 billion yen for market expectations. It seems that the effects of price revisions in April were higher than expected while the dining out consumption continued to be strong. The annual dividend has been raised from the previous plan of 10 yen to 17.5 yen, and the increase is 10.5 yen compared to the previous year's dividends.

Significant continued rise. The company announced its semi-annual earnings the day before, and its EBITDA increased by 93.5% YoY to 1.81 billion yen, with a high growth rate continuing in the April-June period of 1.07 billion yen, an increase of 95.5% YoY. The performance in Northeast Asia, the US and EMEA was strong, and profitability has also improved significantly, exceeding the plan. In addition, the company announced a share buyback of up to 1 million shares and up to 1 billion yen for the first time, which will be implemented from September 1st to December 31st.

Significant continued rise. The company announced its semi-annual earnings the day before, and its EBITDA increased by 93.5% YoY to 1.81 billion yen, with a high growth rate continuing in the April-June period of 1.07 billion yen, an increase of 95.5% YoY. The performance in Northeast Asia, the US and EMEA was strong, and profitability has also improved significantly, exceeding the plan. In addition, the company announced a share buyback of up to 1 million shares and up to 1 billion yen for the first time, which will be implemented from September 1st to December 31st.

Sharp rise. The company announced its Q1 financial results the day before, and its operating profit increased by 84.5% YoY to 6.03 billion yen, exceeding market expectations by about 1 billion yen. Despite being negatively affected by a cyber attack, the main publishing and IP creation businesses have expanded. Although the full-year forecast has been revised downward from the previous 16.5 billion yen to 15.6 billion yen, a decrease of 15.5% YoY, the revision amount remains limited, and the negative materialization trend seems to be strengthening.

Significant continued rise. The company announced its semi-annual earnings the day before, and its operating profit was at a high level of 12 billion yen, 4.2 times higher than the same period last year. The company has raised its full-year forecast from the previous 15 billion yen to 24 billion yen, 2.1 times higher than the previous year, and is believed to have been around 19 billion yen for market expectations. It seems that the effects of price revisions in April were higher than expected while the dining out consumption continued to be strong. The annual dividend has been raised from the previous plan of 10 yen to 17.5 yen, and the increase is 10.5 yen compared to the previous year's dividends.

Significant continued rise. The company announced its Q2 financial results the day before, and its operating profit increased by 22.8% compared to the previous year to 22.1 billion yen in the 24th FY period. Until the third quarter of the fiscal year, the profit increased by 19.7% YoY, and the growth rate of profit expanded slightly. It is projected to be 25.2 billion yen, an increase of 13.9% compared to the previous year, for the 25th FY period, with the overseas medical division leading the way. Although the full-year plan is at a level similar to the market consensus, the company's guidance is considered to be conservative, and it is evaluated positively as it exceeds the initial plan.

Significant continued rise. The company announced its 24th FY period earnings the day before. Operating profit increased by 22.8% YoY to 22.1 billion yen. Although it increased by 19.7% YoY until the third quarter, the growth rate of profit slightly expanded. It is projected to be 25.2 billion yen, an increase of 13.9% compared to the previous year, for the 25th FY period, with the overseas medical division leading the way. Although the full-year plan is at a level similar to the market consensus, the company's guidance is considered to be conservative, and it is evaluated positively as it exceeds the initial plan.

<3660> Aistyle 460 +68

Soaring. The company announced its fiscal year ending June 2024 financial results the previous day, with an operating profit of 1.94 billion yen, which is 2.4 times higher than the previous year, surpassing the upwardly revised 1.7 billion yen at the third quarter earnings announcement. It seems that they are expecting an increase in revenue from the marketing support business and improvement in revenue from global business by focusing on BtoB services. As the medium-term business goal, they aim for an operating profit of 8 billion yen in the fiscal years 2028-2029.

<7383> NetProHD 237 +50

Proportionate allocation of the daily limit-up. The company announced its first quarter financial results the previous day. Operating profit was 0.27 billion yen, which is a positive turn from the previous year's 0.35 billion yen loss. Consequently, the company revised its forecast for the first half from the previous loss of 0.24 billion yen to profit of 0.32 billion yen and its annual forecast from 0.52 billion yen to 1.08 billion yen respectively. They noted that the progress of credit improvement measures enabled them to achieve better-than-expected improvements in delinquency rates ahead of schedule, and the reduction in selling, general and administrative expenses was also performed earlier than expected due to the effects of investment in strengthening the system.