<7013> IHI 7750 +197

Marked rebound. A briefing on the aviation, space, and defense business sector was held the previous day, and it seems that there is a dominant trend of viewing it as a buying opportunity. It is said that the target revenue and operating margin for the entire business are 800 billion yen and 13.3% in fiscal year 2030, and 1 trillion yen and 15% in fiscal year 2040. Regarding the aerospace field, it appears that they aim to expand the turbo pumps and satellite services used in engines in the space development promoted by the country, and aim to commercialize the business.

<8894> Revoyu 498 +80

Stop-limit high proportional distribution. It has announced the establishment of a shareholder benefit system. Among shareholders as of the end of April and the end of October, those who hold 2,000 shares or more, and have been listed continuously twice or more times are eligible. The first shareholder benefit criteria seem to be at the end of April 25, 25. The benefit content is 0.06 million yen equivalent of QUO Card Pay (0.12 million yen annually). For those eligible for the benefit who hold 2,000 shares, the benefit yield based on the previous day's closing price is at a level of slightly above 14%.

<3264> Ascot 234 +50

Stop-limit high proportional distribution. It has announced an upward revision of the financial estimates for the fiscal year ending September 24th. Operating profit has been raised from the previous estimate of 3 billion yen to 5.88 billion yen, nearly 2.9 times higher than the previous year. The rate of increase in profits has significantly expanded even compared to the cumulative total for the third quarter. Sales of self-developed real estate and value-up real estate have progressed smoothly beyond expectations, with some exceeding the planned gains from sales. The annual dividend, which had been undecided, has been decided to be 5 yen, a 2 yen increase from the previous year.

<3232> Sanmi Transport GHD 509 +24

Significant rebound. It announced an upward revision of revenue and dividend estimates the previous day. The operating profit for the first half is revised upward from the previous estimate of 4.2 billion yen to 5.14 billion yen, and for the full year from 7.5 billion yen to 7.6 billion yen respectively. It appears that operating expenses are expected to undershoot in the first half. There seemed to be an expectation of an upward revision from the first-quarter performance, which was seen positively. The annual dividend is also set to increase by 2 yen from the previous year's performance and previous expectations, to 14 yen.

<4933> Ine 1971 +329

Sharp rise. Announced the complete acquisition of TTrading, a subsidiary of Toa Industries, and the subsidiary acquisition of Tu veal. The stock transfer execution date for both is scheduled for October 31. The former engages in wholesale, retail, and ODM sales of daily necessities, home appliances, etc., aiming to acquire some of the beauty appliance ODM functions. The latter is engaged in the development and provision of cosmetics, boasting high profitability. Expectations for direct business expansion as well as expectations for synergies are leading.

<6807> Aviation electronics 2704 +151

Significant rise. The day before, the earnings for the second quarter were announced. The operating profit for the July-September period was 5.44 billion yen, a 10.2% increase from the same period last year, exceeding the market estimate of around 4.8 billion yen. The profitability of wire harnesses has improved, resulting in a significant increase in gross profit margin compared to the same period last year and the previous quarter. The full-year plan remains at 17 billion yen, a 17.9% increase from the previous year. Despite uncertainties for the second half due to mobile devices, there is a movement to evaluate the overshooting of actual results positively.

<7832> Bunnaham HD 3197 +103

Marked rebound. The day before, an upward revision of earnings forecast was announced. The first half operating profit has been raised from the previous forecast of 82 billion yen to 112 billion yen, and for the full year, from 115 billion yen to 160 billion yen, a 76.4% increase from the previous year. The full-year consensus was expected to be around 140 billion yen, and there is a positive anticipation for the upward revision beyond expectations. It seems that the digital business and toy hobby business are expected to grow significantly with hit products and high profit margin services.

<6999> KOA 1022 -101

Marked decline. The day before, the first half earnings were announced, with operating profit at 0.47 billion yen, a 67.3% decrease compared to the previous year, and the full-year forecast has been downward revised from the previous 1.6 billion yen to 1.15 billion yen, a 65.3% decrease from the previous year. The resistor demand for the latter half is notably decreasing due to economic stagnation in Japan, Europe, and Asia. It seems to be following a downward revision on September 30 (3.9 billion yen -> 1.6 billion yen). The annual dividend has also been reduced from the previous plan and the previous year's 50 yen to 40 yen.

Canon Electronic's share price of 2368 increased by 111 points.

Significant rebound. The day before, the third quarter earnings were announced, with cumulative operating profit at 8.25 billion yen, a 78.8% increase compared to the same period last year, and the progress rate for the full-year plan remains at 9.25 billion yen, a 1.2% increase from the previous year. Components are doing well, driven by increased revenue from laser scanner units. It is expected that the certainty of the full-year performance exceeding expectations will lead to an upward revision of the consensus on the year-end dividend, which is currently undecided.

Nidec's share price of 2984.5 increased by 142 points.

Significant rebound. The company released its second-quarter earnings the day before. Operating profit increased by 10.5% from the same period last year to 60.7 billion yen, exceeding the market consensus by around 4 billion yen. Precise small motors performed well due to recovery in HDD demand, and the weakening yen had a positive impact on earnings. The full-year financial estimate is set at 240 billion yen, a 47.1% increase from the previous year, remaining unchanged. Revisions are expected following the better-than-expected earnings performance. Additionally, an earnings conference is scheduled for this morning.