<3479> TKP 1251 -217
Year-to-date low. For the 2nd quarter of the fiscal year ending February 2025 (March-August 2024), the operating profit decreased by 0.9% compared to the same period last year to 273.3 billion yen. Despite securing an increase in revenue of 14.3% to 2.028 billion yen due to the recovery of demand for rental meeting rooms and strong hotel operations, a decrease in profit was realized due to an increase in SG&A expenses such as personnel costs. However, the operating profit for the 2nd quarter alone was 104.1 billion yen, exceeding the same period last year (101 billion yen). The full-year operating profit forecast was kept at 8.2 billion yen, an increase of 77.5% compared to the previous year.
<2936> Base Food 290 +80
Hit the limit. The Ministry of Agriculture, Forestry and Fisheries announced that it was selected as a supportive project under the theme L (demonstration of manufacturing technology to create new demand for grain) of the "Small and Medium-sized Enterprise Innovation Creation Promotion Project" operated by the ministry. The implementation period is until the end of the 28th fiscal year, with a maximum subsidy amount of 1.87 billion yen. In addition, the operating profit forecast for the February 25 term has been revised downward from the previous 0.166 billion yen profit to a 0.051 billion yen profit (with the previous period showing a 0.902 billion yen loss) because the new product revenue for retail stores has not reached the initial estimate.
<7351> Good Patch 427 +32
Marked rise for the 5th consecutive day. It has been announced that they will implement a share buyback of up to 0.45 million shares (15 billion yen). The percentage of the total issued shares (excluding treasury shares) is 4.98%. The acquisition period is from the 16th to April 14, 25. The operating profit estimate for the fiscal year ending August 25 is set to increase by 490.9% compared to the previous year, reaching 0.204 billion yen. They will continue to strengthen operations and marketing to aim for a significant increase in profit. The operating profit for the fiscal year ending August 24 is expected to decrease by 88.4%, reaching 0.034 billion yen. Additionally, they will establish a joint venture company with HR platform PeopleX (located in Shibuya, Tokyo).
<5888> Daiwa Cycle 2781 +52
A significant rebound after 8 days. It has been announced that the same-store sales in September increased by 18.0% compared to the same month last year. The growth rate expanded from the previous month (7.3% increase). The number of customers increased by 10.8%, and the average customer spending increased by 6.5%. Total revenue on a store basis increased by 26.7%. In addition to the one extra holiday, there was a rebound increase due to the impact of Typhoon No. 10, which landed in the last week of August, and strong sales promotions. In terms of product categories, electric assist autos, sports autos, and repairs performed well.
TWOST 7352 814 +20
Marked increase. The operating profit forecast for August 2025 is announced to be 0.62 billion yen, an increase of 30.6% compared to the previous period. Aimed at achieving a record high profit landing, targeting significant growth by accelerating the growth of existing businesses and adding leapfrog growth through M&A. At the same time, the operating profit for August 2024, which was announced, landed at 0.474 billion yen, an increase of 48.6%. It is reported that both revenue and gross profit have reached the highest values since the founding, achieving 11 consecutive years of revenue growth.
Asterisk 6522 465 +22
Significantly rebounded after 4 days. The operating profit and loss estimate for August 2025 is announced to be a profit of 0.223 billion yen. It is expected to turn a profit by promoting sales activities focused on the wholesale, retail, manufacturing, and logistics industries. The operating profit and loss for August 2024 landed at a loss of 0.224 billion yen (compared to a loss of 0.192 billion yen in the previous period). As a result of reducing bonus payments and research and development expenses, the sales and administrative expenses were reduced, leading to a decrease in losses compared to the company's plan (a loss of 0.389 billion yen).