<1802> Obayashi Corporation 1892.5 +80
Significant continued growth. Mizuho Securities also raised investment decisions from “neutral” to “buy,” and the target stock price was also raised from 1120 yen to 2400 yen. It seems that capital policies that excel in clarity and aggressiveness, such as a DOE of around 5% and an estimated equity capital of 1 trillion yen, are still being evaluated. Also, it seems that the impact of large-scale projects with low profitability in the construction business will gradually decrease. Going forward, it can also be noted that integrated resorts will be a business opportunity for the company, which was founded in Osaka.
<6814> Furuno Electric 2105 +400
Stops are highly proportional. Financial results for the first half of the year were announced the day before, and operating profit was 7.3 billion yen, up 95.7% from the same period last year, which greatly exceeded the previous forecast of 4.5 billion yen. It seems that the demand environment continues to be stronger than expected, mainly in the marine business. Also, the full-year forecast was revised upward from the previous 6.5 billion yen to 11 billion yen, an increase of 68.7% from the previous fiscal year, and a complete change in profit is expected. The annual dividend plan has also been drastically raised from the previous 40 yen to 75 yen.
<2726> PAL HD 3020 +422
skyrocketing. Financial results for the first half of the year were announced the day before, and operating profit was 11.8 billion yen, up 14.6% from the same period last year, up 14.6% from the same period last year, surpassing the previous forecast of 9.18 billion yen to a 2-digit increase in profit. Also, the full-year forecast was revised upward from the previous 20.1 billion yen to 23 billion yen, an increase of 23.4% from the previous fiscal year. It also seems that the efficiency of personnel shifts, the strengthening of product proposal capabilities, etc. will be effective. Furthermore, existing store sales for September, which were announced at the same time, increased 4.6% from the same month last year, and also achieved a positive transformation.
<7599> IDOM 1248 +172
skyrocketing. Financial results for the first half of the year were announced the day before, and operating profit was 10.1 billion yen, up 42.1% from the same period last year, landing on the conventional plan line. However, the market consensus has reached a point where it can rise by about 1 billion yen. In the full-year plan, sales were revised upward due to rising used car prices, but operating income was 20.3 billion yen, or 26.0% increase from the previous fiscal year, taking into account increases in labor costs. The full-year market forecast anticipates a downturn in the company plan, and there is an advantage in positively evaluating the situation, which includes an upward trend.
<9247> TREHD 1797 +130
Significant continued growth. An upward revision of earnings forecasts was announced the day before. Operating income for the first half of the year was raised to 6.8 billion yen from the previous forecast of 3.9 billion yen, and from 8.3 billion yen to 12 billion yen for the full year, respectively. Large-scale projects in the metropolitan area remained steady in waste disposal and recycling projects, and restoration and reconstruction support projects related to the Noto Peninsula earthquake also progressed. In the resource recycling business, in addition to strong arrivals of waste home appliances, etc., trends in the high price range of non-ferrous iron prices also contributed.
<4825> WNI Weather 5950 -750
Plummeting. It has been announced that stock sales will be carried out for 0.94 million shares. The sellers are Chiba Bank, Mitsubishi UFJ Bank, Sumitomo Mitsui Bank, and Mitsubishi UFJ Trust Bank. The sale price will be determined between October 21 and 24. There are many days where the daily turnover is less than 0.1 million shares, and concerns that it will lead to short-term deterioration in supply and demand have taken the lead. Furthermore, the recent rise in stock prices due to strong financial results and real dividend increases is also a factor that intensifies selling pressure.
<2884> YOSHIMURA FOOD 1483 -131
The sharp decline continued. Financial results for the first half of the year were announced the day before. Operating profit was 2 billion yen, a significant increase of 2.2 times compared to the same period last year. However, there are few major surprises from 1.2 billion yen and 2.4 times the first quarter results, and since the full year forecast of 2.74 billion yen, a 14.7% increase from the previous fiscal year remains unchanged, it seems that a sense of exhaustion takes precedence. Regarding the drastic increase in profit, in addition to the Y.S. Foods Group's uptake effect, it seems that the ratio of scallop businesses with high profit margins is also increasing.
<2379> DIP 2721 -244
A sharp decline. Financial results for the first half of the year were announced the day before, and operating income was 7.52 billion yen, up 20.6% from the same period last year, but there were few surprises compared to the same 20.4% increase in the first quarter, and since the full-year forecast of 13.4 billion yen remained unchanged, a short-term sense of exhaustion took precedence. In terms of consensus ratio, operating profit seems to have risen slightly due to falling labor costs, but sales seem to have declined. Furthermore, the annual dividend was raised from the previous plan of 88 yen to 95 yen.
<3994> MONEY FORWARD 5601 -682
Plummeting. Financial results for the 3rd quarter were announced the day before, and operating income for the June-8 fiscal year ended was in deficit of 1.01 billion yen, the range of losses widened from the deficit of 0.84 billion yen for the March-5 fiscal year ending, and market consensus also seems to have declined by just over 0.2 billion yen. Sales fell short of the 10 billion yen expected by the market, and it seems that the Business Domain and X Domain did not reach the expected values. While stock prices were currently on an upward trend, evaluations that performance improvements were slightly unsatisfactory took precedence.
<6920> Lasertec 22150 -3440
Plummeting. Ran ASML, a major semiconductor manufacturing equipment company, announced financial results for the 3rd quarter the day before, and order volume fell far below market expectations, and earnings guidance for 25 has been lowered. Sales, which were previously expected to be 30-40 billion euros, have been lowered to 30-35 billion euros, and the gross profit margin is also 51-53% from the previous forecast of approximately 54-56%. The stock price has dropped drastically by 16%, and associative sales seem to have spread to the company, which has strengths in ASML.