＜7811＞ Nakamoto Pax 1687 +85

Massive backlash. Financial results for the first half of the year were announced the day before, and operating profit was 1.56 billion yen, up 53.0% from the same period last year, significantly exceeding the previous forecast of 1 billion yen. Since the first quarter was at the same level of 6.9% increase, a positive impact preceded the significant increase. In addition to an increase in IT/industrial material-related smartphone applications and semiconductor-related orders, it seems that sales of in-house products with high profit margins related to household materials have also been strong. The full-year forecast was left unchanged, but it seems to be a situation where people are aware of an upward trend.

＜3382＞ 7 & iHD 2335 +105

Significant continued growth. It is reported that it became known that a new acquisition proposal of 18.19 dollars (about 2700 yen) per share, totaling 7 trillion yen, was made against the Canadian company Coustel. It is at a level that exceeds the previous proposal of 14.86 dollars and the previous day's closing price by over 20%, and it seems that expectations for the acquisition premium are being rekindled. In response to the proposals so far, the company had rejected them for reasons such as underestimation of corporate value.

＜7445＞ Light on 256 -49

Plummeting. Financial results for the fiscal year ended 24/8 were announced the day before, and operating profit and loss were in deficit of 5 billion yen, which was lower than the previous forecast deficit of 2.4 billion yen. Net profit and loss are in large deficit of 12.1 billion yen due to the recording of impairment losses, etc. In addition to being recorded as a net loss for 6 consecutive terms, it also conflicts with financial restriction clauses. Along with this, W&D Investment Design, which is invested by World and the Government Investment Bank, will implement a discount TOB with the aim of making it a subsidiary. Drastic dilution of stock values is also on alert.

＜5020＞ ENEOS 845 +7.4

backlash. While petroleum-related stocks were generally weak due to a fall in crude oil prices, there was a retrograde trend. It was announced that the subsidiary JX Metals had applied for a new listing on the Tokyo Stock Exchange, and it was viewed as a purchase material. The total market value is estimated to be over 700 billion yen, and it seems that it will be a large-scale listing that surpasses Tokyo Metro. The listing period is scheduled to be from March to April '25. The company's shareholding ratio is expected to fall below 50% due to listing. The direction of listing has already been fully factored in, but once again, there are expectations that shareholder returns will be strengthened using listing funds as capital.

＜8905＞ AEON MALL 2077.5 -57.5

The sharp decline continued. Financial results for the first half of the year were announced the day before, and operating profit was 26.8 billion yen, up 9.9% from the same period last year, but the June-8 fiscal year remained at 11.4 billion yen compared to 15.5 billion yen in the first quarter, and the market consensus also declined by about 1 billion yen. Since stock prices had risen after the first quarter settlement, it became a situation leading to profit-taking sales movements. The Chinese business seems to be falling short of plans. It seems that the current sluggish trend continues with respect to China.

＜8570＞ AEON FS 1235 -28

The sharp decline continued. Financial results for the first half of the year were announced the day before, and operating profit was 27.1 billion yen, up 33.8% from the same period last year, but compared to 15.2 billion yen and a 65.9% increase in the first quarter, earnings slowed down to 11.9 billion yen and 7.2% increase in the June-August fiscal year. Excessive expectations of performance improvement, etc. seem to be in the direction of a slight setback. In domestic business, debt securitization gains have declined due to rising interest rates, and it seems that it is trending downwards. Furthermore, it seems that the accumulation of operating claims, such as an increase in revolving balances, is going well.

＜9787＞ AEON Delay 4285 +265

Significant continuous growth. Financial results for the first half of the year were announced the day before, and operating profit was 7.62 billion yen, up 4.8% from the same period last year, and changed from a 5.2% decrease in the first quarter to an increase in profit. In addition to expanding market share within customers and developing new customers, it seems that promotion of unit price reviews has also been effective. The full year forecast of 16 billion yen remained unchanged. In addition, a medium-term plan has also been announced, and in addition to planning operating income of 17 billion yen for the fiscal year ending 27/2, a dividend payout ratio of 50% is also being examined and implemented in a flexible manner as shareholder return measures.

＜9519＞ RENOVA 903 -31

The sharp decline continued. SMBC Nikko Securities continued the investment decision “2,” and the target stock price was lowered from 2850 yen to 1100 yen. In addition to lowering earnings forecasts due to delays in the start of operation of biomass power plants and the effects of soaring biomass fuel, etc., it also seems that dilution due to third-party allotment of shares to Tokyo Gas and a review of growth potential are also being taken into consideration. Operating profit for the fiscal year ending 25/3 has been lowered to 1.9 billion yen from the previous forecast of 14.9 billion yen, and it is estimated that it will also fall below the consensus of 5.5 billion yen.

＜1605＞ INPEX 2107 -66

A sharp decline. Today, petroleum-related stocks, starting with the company, are at the top of the decline rate. The NY crude oil futures market fell drastically the day before, and WTI futures fell 3.6% from the previous day for the November term. It seems that concerns about a decline in demand in China and the fact that the US EIA lowered the outlook for crude oil prices were recognized, and it seems that profit-taking sales are gathering. Also, with regard to the situation in the Middle East, there seems to be a view that movements toward a cease-fire in Lebanon are scattered.

＜2918＞ Warabe Nichiyo 2106 -224

The sharp decline continued. Financial results for the first half of the year were announced the day before, and operating profit was 4.26 billion yen, down 5.2% from the same period last year, landing on the conventional plan line. Meanwhile, the full-year forecast has been revised downward from the previous 4.5 billion yen to 3.6 billion yen, down 43.6% from the previous fiscal year. The sales trend in the domestic food-related business is lower than planned in the cooked rice group, and it seems that it is expected that it will continue in the second half. Also, it seems that the initial deficit at the newly established Iruma Plant is larger than expected.