Organo＜6368＞: 7810 yen (+1000 yen)

Stop height. Financial results for the first half of the year were announced last weekend, and operating profit was 11.5 billion yen, up 46.1% from the same period last year, which is above the previous forecast of 9.5 billion yen. The full-year forecast was raised from the previous 24.5 billion yen to 28 billion yen, an increase of 24.2% from the previous fiscal year, and has been revised upward following the first quarter financial results. The annual dividend will also be raised from the previous plan of 106 yen to 142 yen, increasing dividends by 40 yen compared to the previous fiscal year. The increase in sales in the relatively profitable solution business seems to be the main reason for the increase in earnings.

DMG Mori Seiki ＜6141＞: 2616 yen (-324.5 yen)

The sharp decline continued. Financial results for the 3rd quarter were announced the day before, and operating income for the first half of the year was 23.2 billion yen, up 2.9% from the same period last year, while the 7-9 fiscal year ended 6.79 billion yen, down 48.0% from the same period last year, and there was a sharp stall. The full-year forecast was revised downward from the previous 58.5 billion yen to 44 billion yen, down 18.7% from the previous fiscal year. The full year consensus seems to have been around 57 billion yen. Furthermore, earnings forecasts for the fiscal year ending 25/12 were also announced. Operating income is 49 billion yen and is expected to increase by 2 digits, but the negative view is dominant at a level that is significantly lower than the previous forecast for the current fiscal year.

Yamaha 7951:1,074 yen (-171.5 yen)

A sharp decline. Financial results for the 2nd quarter were announced last weekend, and operating income for the July-9 fiscal year was 2.8 billion yen, down 68.7% from the same period last year, and market expectations of around 1.1 billion yen have declined drastically. The background is the impairment recording of production equipment at overseas factories (approximately 7.8 billion yen). Furthermore, the full-year forecast was revised downward from the previous 44.5 billion yen to 27 billion yen, a 6.9% decrease from the previous fiscal year, and a complete decline in profit. The consensus seems to have been at the level of just over 40 billion yen. It seems that the musical instrument business has been drastically revised downward.

Nittobo ＜3110＞: 6000 yen (-1400 yen)

The sharp decline continued. Financial results for the first half of the year were announced last weekend, and operating profit was 7.35 billion yen, 2.4 times higher than the same period last year, reaching 7 billion yen, which was revised upward at the time of the first quarter settlement. The full-year forecast of 15 billion yen, an increase of 78.8% from the previous fiscal year, remains unchanged, but it has been decided that the annual dividend, which had been undecided, will be 87 yen compared to 55 yen for the previous fiscal year. However, operating profit slowed to 3.44 billion yen in the July-9 fiscal year, compared to 3.91 billion yen in the first quarter, 4.4 times the same period last year, up 54.0% from the same period last year, leading to an immediate sense of exhaustion.

FCC ＜7296＞: 2865 yen car -

Stop buying at a high price. Financial results for the 2nd quarter were announced last weekend, and operating income for the July-9 fiscal year was 5.08 billion yen, up 47.5% from the same period last year, and despite recording transient expenses, it surpassed market expectations and landed. The full-year forecast of 16 billion yen, an increase of 5.9% from the previous fiscal year, remains unchanged, but there are concerns about a significant increase. Additionally, it was announced that the annual dividend would be raised from the previous 76 yen to 202 yen due to the implementation of a commemorative dividend, and the impact intensified. The implementation of share buybacks with an upper limit of 1.25 million shares and 2.5 billion yen was also announced.

Ageha ＜9330＞: 802 yen (+5 yen)

backlash. A downward revision of the full-year earnings forecast for the fiscal year ending 24/9 was announced after the end of trading on the 1st. Sales were revised to 1.56 billion yen (down 5.4%), and operating profit was revised to 0.001 billion yen (down 98.3%). However, with regard to sales, due to the fact that the delivery date for large projects in the corporate support area, which was expected in the fourth quarter, was changed to the next fiscal year, the scale of the project was reduced, etc., and as for operating profit, it is expected to fall below the previous forecast because unreached sales and the increase in sales costs exceeded the reduction in sales and administration expenses, etc., and the downward revision is dominated by purchases based on a period gap for large-scale projects.

Base food ＜2936＞: 475 yen (+28 yen)

Massive backlash. It was discovered that Mr. Hiroyuki Maki, the president and representative director of Melco Holdings, is buying more shares held about the company, and it is well received. Mr. Hiroyuki Maki submitted a change report (5% rule report) to the Ministry of Finance at the reception desk on November 1. According to the same report, Maki Hiroyuki's base food shareholding ratio increased from 29.05% to 30.19%. The reporting obligation date is November 1.

3D Matrix ＜7777＞: 110 yen (+3 yen)

backlash. It was announced that it has formed a business alliance with Sumisho Pharma International regarding procurement and logistics of self-organized peptides, which are mainly raw materials for hemostatic products. Regarding surgical hemostatic material products developed by applying self-organizing peptide technology, global procurement of raw materials and product logistics are outsourced to SPI, and SPI provides that support, making the supply chain even stronger. Furthermore, as part of the business alliance, it is said that by using a credit line set by SPI to the company, it is possible to apply a payment site that is longer than the current situation, and the company's cash flow will be improved.