＜6856＞ Horiba 7960 -1381

Plummeting. Financial results for the 3rd quarter were announced the day before, and operating profit for the July-9 fiscal year was 11.3 billion yen, up 5.9% from the same period last year, which is just over 1 billion yen lower than market expectations. The full-year forecast was revised downward from the previous 52 billion yen to 47.5 billion yen, an increase of 0.4% from the previous fiscal year. The consensus seems to have been around 50 billion yen. Segments other than semiconductors have been revised downward, and it seems that additional system cost recording etc. have also been factored in. Movements that negatively view a downturn greater than expected prevail.

＜9503＞ Kansai Electric Power 1954.5 -442.5

Plummeting. We announced the implementation of a public offering capital increase of approximately 0.1 billion 48.28 million shares, treasury stock disposal of 45.7 million shares, and implementation of sales through overallotment with an upper limit of approximately 29.09 million shares. The total number of shares of approximately 0.2 billion23.09 million shares is at the level of 25.0% of approximately 0.8 billion93.02 million shares issued excluding current treasury shares. The maximum amount raised is 504.9 billion yen, which will be used for renewal costs of LNG thermal power generation equipment to be installed at the Nanko Power Plant and data center investments. The company's public offering began with 1982 yen.

＜2146＞ UT Group 2137 -500

Stop cheap. Financial results for the first half of the year were announced the day before, and operating income was 3.6 billion yen, down 31.2% from the same period last year, and the full-year forecast was revised downward from the previous 13.6 billion yen to 6.5 billion yen, down 30.4% from the previous fiscal year. Due to declining performance, the annual dividend plan was also lowered from 164.81 yen to 102.66 yen. In semiconductor-related matters, the pace of recovery in the second half, which was factored into the initial plan, is expected to slow down, and it seems that the effects of production adjustments will spread to automobile-related matters, and demand for additional personnel is expected to decline in the second half.

＜4527＞ Rohto Pharmaceutical 2736 -607

Plummeting. Financial results for the 2nd quarter were announced the day before, and operating income for the July-9 fiscal year was 6 billion yen, down 38.0% from the same period last year, falling close to 5 billion yen below market expectations. An increase in profit was secured in the first quarter. Japan, Asia, etc. seem to be falling short of expectations. Also, in addition to the increase in research and development costs and advertising costs, it seems that there was also a transient increase in manufacturing costs at main factories. The full-year plan of 43.2 billion yen, an increase of 7.9% from the previous fiscal year remains unchanged, but there is a view that the hurdles for achievement have increased.

＜4053＞ Sun Asterisk 643 +100

Stop height. Financial results for the 3rd quarter were announced the day before, and cumulative operating income was 1.11 billion yen, down 16.9% from the same period last year, and the full-year forecast was revised downward from the previous 2.16 billion yen to 1.5 billion yen. Meanwhile, it was announced that 1 million shares, which is 2.63% of the number of issued shares, will be implemented with an upper limit of 0.7 billion yen. The acquisition period is from today until 25/2/28. It also announced the establishment of a new shareholder benefit system to present preferential points to shareholders holding 600 shares or more.

＜5105＞ TOYO 2370 +187

Significant continued growth. Financial results for the 3rd quarter were announced the day before, and operating profit for the July-9 fiscal year was 28.7 billion yen, up 21.2% from the same period last year, exceeding market expectations by about 10 billion yen. Incidentally, the full-year forecast was revised upward from the previous 81 billion yen to 86 billion yen, and the annual dividend was also raised from 105 yen to 110 yen. The full-year forecast is at the same level as consensus, but the fourth quarter plan is conservative. It seems that the US market, which had deteriorated in the second quarter, is once again in the direction of recovery.

＜2585＞ Life Drink C 2347 +400

The stop is high. Financial results for the first half of the year were announced the day before, and operating profit was 3.06 billion yen, up 5.2% from the same period last year, slightly exceeding market expectations. Meanwhile, the full-year forecast of 5.8 billion yen remained unchanged. Although there are few surprises in financial results, measures to increase production capacity have been announced, which seems to have led to expectations. It seems that if the factory owned by Mount Fuji's natural water Yamanakako is taken over and operated at full capacity, the capacity will increase by about 7%. In addition, additional investments in existing subsidiary plants have also been announced.

＜9229＞ SUNWELLS 972 -300

Stop-low proportional allocation. An application for approval regarding the extension of the deadline for submitting half-year reports was submitted and announced. It was pointed out in some reports that medical fees had been fraudulently claimed, and a special investigation committee was established to conduct an investigation, but it seems that the investigation will not be completed by the investigation deadline. Consideration of an extension application has been conveyed, but it seems that uncertainty about the future is getting stronger. Also, the interim dividend, which was previously scheduled to be 9 yen, will be undistributed, and the year-end dividend will also be undecided.

＜7038＞ Frontier M 826 -300

Stop-low proportional allocation. Financial results for the 3rd quarter were announced the day before, and cumulative operating income was 0.09 billion yen, a drastic decrease of 89.2% from the same period last year, and the full-year forecast completely reversed from the conventional surplus of 1.62 billion yen and revised downward to a deficit of 0.95 billion yen. In addition to the M&A advisory business falling far short of the initial plan, the rehabilitation support business is also expected to decline in sales due to the end of large-scale projects. The downturn can be said to be an expected line, and it seems that a negative impact on the magnitude of the correction range precedes it.

＜9416＞ Vision 1363 +300

Stops are highly proportional. Financial results for the 3rd quarter were announced the day before, and cumulative operating income was 4.32 billion yen, up 16.1% from the same period last year, and the profit rate increased slightly from the same 12.1% increase in the first half of the year. Also, some changes to the shareholder benefit system were announced, and instead of abolishing the presentation of vouchers related to the 3-piece set for the skincare series “KO SHI KA | Koshika,” the view that 15,000 yen worth of Quocard will be presented to holders of 300 shares or more, and the view that yield benefits have increased prevails.