Keio ＜9008＞: 3915 yen (+559 yen)

Massive backlash. Financial results for the first half of the year were announced the day before, and operating income was 31.7 billion yen, up 32.7% from the same period last year, and the full-year forecast was revised upward from the previous 46 billion yen to 55 billion yen, an increase of 25.5% from the previous fiscal year. The increase in the number of units sold in the real estate sales business and the rise in guest room unit prices in the hotel business also seem to be the main causes of the increase. The annual dividend was also raised from the previous plan of 70 yen to 100 yen. Also, it was announced that 5.6 million shares, which is 4.6% of the number of issued shares, will be implemented with an upper limit of 15 billion yen.

Toyota's own ＜7203＞: 2802.5 yen (+118 yen)

Significant continued growth. Financial results for the 2nd quarter were announced during trading hours the day before, and after that, there was a slight buying advantage, but today, too, there is a trend of price increases. Operating profit for the fiscal year ending 7/9 was 1 trillion155.8 billion yen, down 19.6% from the same period last year, but excluding transient negative factors, it seems that it surpassed market expectations by about 10%. The full-year forecast is 4 trillion 300 billion yen, or 19.7% compared to the previous fiscal year, but the expected exchange rate level etc. are conservative. While the sense of uncertainty about performance was intensifying at the moment, a sense of security has become dominant.

Coca BJH ＜2579＞: 2,266 yen (+323 yen)

Significant continued growth. The implementation of large-scale stock buybacks announced the day before is viewed as buying material. The maximum acquisition limit is 20 million shares and 30 billion yen, which is 11.0% of the number of issued shares, and the acquisition period is from 11/11 to 25/10/31. The development is expected to have an immediate supporting effect on supply and demand. Also, in the 3rd quarter financial results announced at the same time, cumulative business profit was 14.7 billion yen, 2.5 times the same period last year, and the full-year forecast was raised from 10 billion yen to 11.5 billion yen, 5.7 times the previous fiscal year. An increase in dividends has also been announced.

Meiko ＜6787＞: 6600 yen car -

Stop buying at a high price. Financial results for the first half of the year were announced the day before, and operating income was 9.29 billion yen, 2.2 times the same period last year, and the full-year forecast was revised upward from the previous 16 billion yen to 19 billion yen, an increase of 62.9% from the previous fiscal year, and sales of build-up boards with high added value have expanded drastically, which seems to be the main cause of the increase in earnings. The annual dividend will also be raised from the previous plan of 72 yen to 80 yen, resulting in an increase of 12 yen compared to the previous fiscal year.

Net One ＜7518＞: 4305 yen car -

Stop buying at a high price. SCSK has announced that it will make the company a wholly owned subsidiary. The TOB price is 4,500 yen per share, and there is a 24.8% premium compared to the previous day's closing price. The company has expressed support for TOB and is recommending applications to shareholders. It seems that the movement is aimed at completely moving towards TOB prices. Furthermore, SCSK is also significantly higher today, and movements expecting business expansion due to M&A are ahead.

BASE ＜4477＞: 236 yen (-5 yen)

Falling back. Financial results for the 3rd quarter of the fiscal year ending 2014/12 were announced, and sales rose to a surplus of 11.297 billion yen (up 35.5% from the same period last year) and ordinary profit of 0.814 billion yen (ordinary loss 0.41 billion yen for the same period last year). The total distribution value of the BASE business increased in both the number of stores per month and the average monthly GMV per shop. In the online payment service “PAY.JP” business, both existing merchants and new merchants continue to increase, and in the business funding service “YELLBANK” business, the number of user shops and usage amounts have increased beyond initial expectations due to effects such as function improvements, etc.

Amiya ＜4258＞: 3820 yen (+93 yen)

Continued growth. An upward revision of the full-year earnings forecast for the fiscal year ending 24/12 was announced, and it is viewed as good news. Net sales were revised upward to 4.74 billion yen (up 5.3%) and ordinary profit to 0.468 billion yen (up 17.3%). The complete subscription for the company's log management product “ALog,” which began in April, got off to a steady start, and there was a steady trend of receiving orders for other services. Also, in addition to the fact that the operating profit margin exceeded expectations and that non-operating income due to insurance cancellation refunds occurred, the reason is that the expectation of occurrence of non-operating expenses initially anticipated has disappeared.

AppBank ＜6177＞: 96 yen (+3 yen)

Continued growth. After the transaction ended on the 6th, it was announced that it would participate as a media management company regarding joint promotion of the non-application billing business with GMO TECH, and it is viewed as good news. It is said that traffic owned by the media “AppBank.net” operated by the company and the non-application billing service “GMO App Outside Purchase” owned by GMO TECH and resources of the GMO Internet Group will be utilized to promote the non-application billing business and contribute to the revitalization and development of the application market, starting with games.