＜5830＞ Iyogin HD 1415.5 +30

Massive backlash. After the big closing on the 24th, the earnings forecast for the 2nd quarter (fiscal year ending April-9) of the fiscal year ending 24/3 was revised upward, and ordinary profit was raised from 33 billion yen to 42.5 billion yen, and net profit was raised from 23 billion yen to 29.5 billion yen, respectively. Profit from trading securities of Iyo Bank, which is under the umbrella of Iyo Bank, boosted profits. The full-year earnings forecast was left unchanged, but an upward revision is expected along with the financial results announcement and disclosure on November 8, and an increase in dividends against the backdrop of an increase in profit is also expected. Is the Bank of Japan's gradual interest rate hike observations also a tailwind?

＜2471＞ ESPOOL 347 +11

Significant continued growth. SBI Securities continues to make investment decisions “buying,” and the target stock price has been raised from 460 yen to 510 yen. The background is that the risk of downside performance for the fiscal year ending 24/11 has declined, and the possibility of business performance recovery/expansion trend change since the fiscal year ending 25/11 has increased. Employment support for people with disabilities is progressing smoothly due to the effects of raising the legal employment rate, and it is said that there have been signs that human resource outsourcing has stopped declining.

＜7522＞ Watami 960 +36

Significant continued growth. It was announced that FC store development for the world leader “SUBWAY” sandwich chain will begin. In addition to signing an agreement with US Subway to develop FC within Japan, they have also acquired the Japanese subsidiary of US Subway. Until now, it has been developed mainly at home delivery lunches and izakaya restaurants, but a movement to evaluate the expansion of the profit base by adding fast food has taken precedence. Meanwhile, the acquisition amount has not been disclosed, but there is also a movement to be wary of an increase in financial burdens, and growth was slightly sluggish after one round of purchases.

＜7970＞ Shin-Etsu Polymer 1500 +47

Growth is sluggish and they are getting along. Financial results for the first half of the year were announced the day before, and operating profit was 6.92 billion yen, a 17.7% increase from the same period last year, an increase of 2 digits. In addition to raising the annual dividend to 50 yen from the 48 yen plan, it was also announced that 0.5 million shares, which is 0.61% of the number of issued shares, and treasury stock up to 0.9 billion yen, will also be implemented. However, since the first quarter financial results surpassed market expectations and had a strong impact on stock prices, the positive response to current financial results and shareholder returns is limited.

＜268A＞ Rigaku 1130

A new listing was made on the Prime market today. The initial price of 1205 yen, which is 4.4% below the public price of 1260 yen, was added, and sales dominance continued thereafter. Among the IPOs this year, the total market value was the second largest listing after Tokyo Metro. It is an analytical instrument manufacturer under the umbrella of the US Carlyle Group. In addition to the fact that absorption amounts from the market are large, and that it is an exit project for funds, etc., it seems that initial price purchase popularity has remained limited since semiconductor-related popularity has calmed down.

＜6744＞ Nomi Disaster Prevention 3075 +274

The high price of 9/30 was updated due to rapid growth. An upward revision of earnings forecasts was announced the day before. Operating income for the first half of the year was 3.6 billion yen from the previous forecast of 2.1 billion yen, up 71.4% from the same period last year, and raised from 12.1 billion yen to 14 billion yen for the full year, up 20.0% from the previous fiscal year, respectively. In addition to the market environment being more stable than expected, it also seems that price revision effects have also been effective. The upside from the first quarter results itself is an expected line, but the magnitude of the upside for the first half of the year is seen as exceeding expectations.

＜7383＞ NetPro HD 319 -32

Plummeting. It was reported that the Financial Services Agency will consider regulations on advance payment services called BNPL. This is because cases involving excessive debt or being involved in fraudulent transactions have been reported, and it seems that there is a succession of opinions from experts that regulation is necessary. BNPL is a service where online shopping operators temporarily reimburse purchase prices without going through a credit card, etc., and charge users the price on the due date. The company is also regarded as a pioneer of BNPL, and it seems that concerns about the impact have intensified.

＜6755＞ Fujitsu SE 1775 -174.5

Plummeting. Financial results for the 2nd quarter were announced the day before, and operating income for the July-9 fiscal year was 2.29 billion yen, up 17.9% from the same period last year, falling below market expectations which were around 3 billion yen. Also, the full-year forecast was revised downward from the previous 12 billion yen to 10 billion yen. The consensus level was slightly higher than the previous company plan. Sales have been revised upward, but it seems that costs such as refrigerant conversion countermeasure costs in North America have increased more than expected. The announcement of the new mid-term plan has also been postponed this time.

＜7646＞ PLANT 1559 0

The value gradually disappeared after high in the morning, and fell into the negative zone in the back. Financial results for the fiscal year ended 24/9 were announced the day before. Operating profit was 2.13 billion yen, up 35.6% from the previous fiscal year, exceeding the previous forecast of 2 billion yen. For the fiscal year ending 25/9, 2.45 billion yen is expected to increase 15.1% continuously, with a 2-digit increase in profit. Assume a steady trend in existing store sales, etc. Based on a policy with a total return ratio of 30% or more, the annual dividend is planned to be 75 yen, an increase of 25 yen from the previous fiscal year. Furthermore, in the previous fiscal year, the return ratio was over 100% due to the implementation of a high level of share buybacks.

＜7751＞ Canon 4959 -80

A sharp decline. Financial results for the 3rd quarter were announced the day before, and operating income for the July-9 fiscal year was 98.2 billion yen, up 18.8% from the same period last year, falling below market expectations of about 110 billion yen. As a result, the full-year forecast was revised downward from the previous 465 billion yen to 455.5 billion yen. A review in the direction of yen appreciation based on exchange assumptions is a factor. The market consensus of around 450 billion yen is still above the level, but while the overall situation is poor and stock prices are in the high price range, movements that view it as negative material prevail.