Sakura ＜3778＞: 5060 yen (+705 yen)

The stop is high. Financial results for the first half of the year were announced the day before, and operating profit was 1.3 billion yen, 5.2 times the same period last year, and it has landed above 1.1 billion yen, which is an upward revised value on 9/20. The full-year forecast is 2.6 billion yen, 2.9 times the previous fiscal year, and the figure revised upward on the same day remains unchanged. The start of providing GPU cloud services for generative AI and the growth of cloud services are the background of the good performance. Furthermore, additional investment for early development of further GPU infrastructure has been decided, leading to expectations for continued high growth in the future.

Kokuyo (7984): 2472 yen (-178.5 yen)

A sharp decline. Financial results for the 3rd quarter were announced the day before, and cumulative operating income was 17.5 billion yen, down 11.0% from the same period last year, and the full-year forecast was revised downward from the previous 24.5 billion yen to 21.5 billion yen, down 9.8% from the previous fiscal year. As market conditions in China deteriorated, projects in the furniture business declined, contracted, and moved backwards, and it also seems that the stationery business was affected by a decline in demand for value-added consumer goods. Since the results for the first half of the year were almost flat, negative reactions preceded downward revisions.

Macnica HD ＜3132＞: 1808.5 yen (-155 yen)

A sharp decline. Financial results for the first half of the year were announced the day before, and operating income was 22.4 billion yen, down 41.1% from the same period last year, and the full-year forecast was revised downward from the previous 64 billion yen to 44.5 billion yen, down 30.2% from the previous fiscal year. In integrated circuits, electronic devices, and other businesses, it seems that recovery for industrial equipment, which we are focusing on, has been delayed due to prolonged stagnation in the Chinese market and inventory adjustments. They announced 2 million shares, which is 1.11% of the number of issued shares, and share buybacks with an upper limit of 3 billion yen, but this did not lead to a supporting effect.

LITALICO [7366]: 1059 yen (-138 yen)

A sharp decline. Financial results for the first half of the year were announced the day before, and operating income was 1.14 billion yen, down 15.9% from the same period last year, and the full-year forecast was 3.3 billion yen from the previous 4.5 billion yen, down 11.2% from the previous fiscal year, and revised downward to a 2-digit profit decline forecast. The background is also due to a temporary decline in occupancy rates in the child welfare segment, employment support, and sluggishness in the platform segment. It was a 2-digit profit reduction settlement for the 1st quarter, but while the effects of making a US company subsidiary etc. were expected, the downturn in the plan was directly disgusted.

TOTO ＜5332＞: 4,366 yen (-558 yen)

A sharp decline. Financial results for the first half of the year were announced the day before, and operating profit was 24.1 billion yen, up 58.1% from the same period last year, significantly exceeding the previous plan of 16 billion yen. In addition to strong sales in the ceramics business, it seems that cost reductions have also progressed. Meanwhile, the full-year forecast is 48 billion yen, an increase of 12.2% from the previous fiscal year, and sales plans have been revised downward, and movements that negatively capture actual downward revisions for the second half of the year prevail. The decline in mainland China business is expected to expand.

Frutta ＜2586＞: 181 yen (+24 yen)

Significant continuous increase, year-to-date high price update. It was announced that the shipment volume of “acai bowls at home” in 2014/9 was 1,323% compared to the previous year, and the cumulative annual shipment volume until September was 920% compared to the previous year. It is a long-selling product that does not use flavorings or colorings, and is particular about the richness, fresh flavor, deliciousness, and quality of acai, and the ease of being able to buy an acai bowl for around 1,000 yen per meal for around 300 yen per meal is also supported at restaurants. The shortage continues due to the effects of growing demand for acai, etc., but efforts are being made to strengthen manufacturing for a stable supply of products.

Medical N ＜3645＞: 336 yen (+17 yen)

Significant continuous growth. It was announced that a stock buyback will be carried out after the transaction ends on the 28th, and it is viewed as good news. The upper limit of shares that can be acquired is 0.4 million shares (4.4% of the total number of issued shares excluding treasury stock) or 0.1 billion yen. The acquisition period is from 10/29 to 25/5/30. It is said that treasury stock will be acquired in order to improve shareholder profits through improvements in capital efficiency and make it possible to carry out flexible capital policies in response to environmental changes.

Medlek ＜4586＞: 92 yen (+6 yen)

rise. It was announced that a 100% subsidiary of the company has begun clinical trials in Australia for MRX-7MLL (memantine patch, Alzheimer's treatment drug) currently under development, and it is viewed as good material. The purpose of this clinical trial (P1a) is to confirm the transdermal absorbability and safety (especially safety on the skin) of MRX-7MLL for healthy people. In order to obtain approval for a new drug, it has been confirmed that clinical trials (clinical phase 2 and 3 trials) showing the efficacy of MRX-7MLL are not necessary if bioequivalence with memantine oral agents can be shown.