＜6640＞ I-PEX 1999 +400

Stop buying at a high price. The implementation of MBO has been announced. UDON, which is owned by the asset management company of the founder's family, will implement TOB. The TOB price is 2950 yen, which is an 84.5% premium compared to the previous day's closing price. The TOB period is from 11/8 to 12/19. The company has expressed opinions in favor of TOB and is recommending applications. It is a movement aimed at completely falling back on TOB prices.

＜5801＞ Furukawa Electric 4731 +700

Buying spirit. Financial results for the 2nd quarter were announced the day before, and operating profit for the July-9 fiscal year was 14 billion yen, a significant increase from 3.5 billion yen in the first quarter. The full-year forecast was revised upward from the previous 25 billion yen to 38 billion yen, 3.4 times the previous fiscal year. Market consensus is at the level of conventional company plans, and the impact on unexpected drastic upward revisions will intensify. It also seems that automobile parts, batteries, functional parts, etc. will improve. Also, the annual dividend was raised from the previous plan of 60 yen to 90 yen.

＜7071＞ Amvis 1514 -400

A selling trend. Financial results for the fiscal year ending 24/9 were announced the day before. Operating profit was 10.6 billion yen, up 23.0% from the previous fiscal year, and it landed at the 10.5 billion yen level of the previous plan. Meanwhile, the fiscal year ending 25/9 is 8.63 billion yen, which is expected to decrease 18.7% from the same period, leading to a negative impact. It is a policy to accelerate establishment in a wide range of regions, and it seems that the cost burden associated with it will take precedence. While it is a stock with high growth expectations, it seems that there is a growing sense of disappointment with the profit decline forecast.

＜6976＞ Taiyo Yuden 2336.5 -444

A selling trend. Financial results for the 2nd quarter were announced the day before, and operating income for the July-9 fiscal year was 4.95 billion yen, up 81.8% from the same period last year, which is lower than market expectations of around 6.5 billion yen. Also, the full-year forecast was revised downward from the previous 20 billion yen to 7.6 billion yen, down 16.3% from the previous fiscal year. Reflecting sluggish demand trends, it seems that the occupancy rate is expected to decline from the 3rd quarter onwards. The decline in actual values seems to be within the expected range, but the second half of the year is expected to fall almost to the level of balance of payments, and negative surprises will take the lead.

＜6963＞ ROHM 1563.5 -156.5

A selling trend. Financial results for the 2nd quarter were announced the day before, and operating profit and loss for the fiscal year ending July/9 were in deficit of 2.2 billion yen, which was lower than the market forecast surplus of 2 billion yen. Although the actual value appears to be within the expected range, the full-year forecast completely reversed from the conventional surplus of 14 billion yen and revised downward to a deficit of 15 billion yen, leading to a negative impact. The business environment is severe in various markets such as automotive, industrial equipment, consumer equipment, etc., and it seems that production adjustments will continue even in the second half of the fiscal year.

＜4911＞ Shiseido 2959 -223

Plummeting. Financial results for the 3rd quarter were announced the day before. Cumulative core operating profit was 27.4 billion yen before

This is a 25.6% decrease from the same period last year, and the full-year forecast is 35 billion yen from the previous 55 billion yen, down 12.2% from the previous fiscal year

It has been revised downward. It also seems that business recovery in TR, China, North America, etc. has been delayed. recuperation

There is still a sense of uncertainty about the season, and bad materials have not been exhausted. Also, additional fixed cost reduction measures

It seems like they are planning things like that.

＜7201＞ Nissan 385.2 -24.8

Plummeting. Financial results for the 2nd quarter were announced the day before, and operating income for the fiscal year ending July/9 was 31.9 billion yen, 84 compared to the same period last year.

It has decreased by 7%, and it has landed where market expectations can be lowered by about 20 billion yen. Also, full-year forecasts

It has been revised downward from the previous 500 billion yen to 150 billion yen, down 73.6% from the previous fiscal year. Conce

Nsas was around 350 billion yen. In addition to a decrease in the number of units and an increase in sales costs, the yen appreciates in the exchange rate

Positive (155 yen → 149 yen) is also a downward correction factor.

＜6315＞ TOWA 1800 -270

Plummeting. Financial results for the first half of the year were announced the day before, and operating profit was 5.26 billion yen, 2.2 times the same period last year

However, the previous forecast of 5.65 billion yen is slightly lower. The full-year forecast is 12.6 billion yen, up 45.5% from the previous fiscal year

It's standing still. The volume of orders received for the July-September fiscal year was 12.1 billion yen, down from 13 billion yen in the first quarter, until now

The expected range of 13-15 billion yen is also slightly lower. Also, the order acceptance range for the 3rd and 4th quarters

Also, it seems that it will be reduced from the conventional 15-17 billion yen to 12-14 billion yen.

＜2802＞ Ajinomoto 6316 +425

rapid expansion. Financial results for the first half of the year were announced the day before. Business profit was 86.9 billion yen, 13.5% compared to the same period last year

There was an increase, and the full-year plan was revised upward from the previous 158 billion yen to 160 billion yen, an 8.3% increase from the previous fiscal year

It's there. Reflect the effects of increased sales of electronic materials, etc., and raise the view of the healthcare segment

It looks like it's bald. Also, the upper limit is 10 million shares, which is 1.98% of the number of issued shares, and 40 billion yen

The implementation of a share buyback was also announced. This is the second time a stock buyback has been carried out this fiscal year.

＜4912＞ Lion 1730 +85.0

Massive backlash. Financial results for the 3rd quarter were announced the day before, and cumulative operating profit increased 36.7% from the same period last year

It landed at 17.1 billion yen. Increase in gross margin due to increased overseas sales, effects of profit structure reforms for general consumer goods

Results, etc. were the factors behind the drastic increase in profit. Impairment losses aimed at improving fabric care production efficiency

A new miscalculation has been announced, but it seems that asset sales etc. are also being considered, and the full-year forecast remains unchanged

It's there.