Noritz Steel ＜7744＞: 4,605 yen (+280 yen)

Significant continued growth. An upward revision of earnings for the fiscal year ending 24/12 was announced the day before. Operating profit was raised from the previous forecast of 18 billion yen to 18.7 billion yen, an increase of 30.0% from the previous fiscal year. AlphaTheta also seems to reflect the fact that shipments have been resumed for some products that had been suspended due to a problem. It is also just after the upward revision from 16.8 billion yen to 18 billion yen at the time of the 3rd quarter financial results, and it seems that the impact of continuous upward revisions will take precedence.

World ＜3612＞: 2,158 yen (+228 yen)

Significant continued growth. It has been announced that the clothing company Mitsubishi Corporation Fashion, which is under the umbrella of Mitsubishi Corporation, will become a wholly owned subsidiary. It seems that all shares will be acquired for 9.3 billion yen. The first quarter sales of Mitsubishi Corporation Fashion were 91.9 billion yen, and net profit was 2.2 billion yen, and there is an awareness of short-term business expansion. Also, Mitsubishi Corporation Fashion is an OEM and supplies products such as clothing, miscellaneous goods, shoes, etc. to apparel companies, etc., and it seems that synergy effects such as expanding sales routes and strengthening planning and proposal capabilities are also expected.

FANUC ＜6954＞: 3831 yen (-104 yen)

The sharp decline continued. In some media reports, EMC fraud has been discovered, and it is reported that it is a fairly malicious category even among quality frauds up until now, and it seems that it is viewed as a warning material. It seems that they were shipping products that did not conform to the essential EMC Directive for the European market. However, the company established a special investigation committee in April, and it was also confirmed and announced on 11/21 that there is a possibility that the test was carried out under conditions that did not conform to the standards. It is also said that shipments have already been resumed for products for which countermeasures have already been implemented.

Unitika ＜3103＞: 195 yen (-48 yen)

A sharp decline. Reports of withdrawal from the textile business were reported, and there was a big rise the day before, but today, in response to the announcement of regeneration support decisions by the Regional Economic Revitalization Support Organization, sales dominance will prevail. It seems that financial support of approximately 87 billion yen will be received due to the implementation of a third-party allotment of shares to the organization and requests for abandonment of debts to trading banks, etc. The allotment of shares will issue Class C shares, but it seems that the potential dilution rate, taking into account the right to request common stock acquisition, etc. will be about 803%.

Goodcom A ＜3475＞: 867 yen (+81 yen)

Massive backlash. Earnings revisions for the fiscal year ended 24/10 were announced the day before, and operating income was revised upward from the previous forecast of 5.34 billion yen to 5.45 billion yen, 2.5 times the previous fiscal year. Although the range of revisions was small, progress up to the 3rd quarter was limited, so there was a straight positive response, and in line with the implementation of the 5 yen commemorative dividend, the annual dividend was raised from the previous plan of 36 yen to 41 yen. Furthermore, dividend policy changes from the fiscal year ending 25/10 were also announced, changing from the 30% dividend payout ratio standard to a 35% target, and the expansion of TSR due to rising stock prices was also emphasized.

Headwater ＜4011＞: 10010 yen (+1190 yen)

skyrocketing. It was announced that a strategic capital and business alliance agreement has been concluded with BTM. Since the two companies announced enhanced collaboration, they have deepened cooperation on the expansion of smart city promotion support services and DX promotion etc. for regional enterprises. As a result of these efforts, it was determined that deepening and expanding the partnership between Headwaters, which has strengths in the AI area, and BTM, which has strengths in IT human resource procurement (provision ability) and regional human resource utilization capabilities, will contribute to improved performance and increased corporate value of both companies. At the same time, it was announced that 1 share would be split into 2 shares using December 31 as the reference date.

Japan Information C ＜4054＞: 1232 yen (-1 yen)

sluggish growth. The establishment of a new shareholder benefit system was announced after the transaction ended on the 28th. With the aim of increasing the investment attractiveness of stocks and getting more people to hold our shares, we present 500 yen worth of QUO cards to shareholders who hold 1 unit (100 shares) or more as of December 31 every year and hold them continuously for 1 year or more. Note, it is said that conditions for continued ownership will not be established only for shareholders as of 24/12/31, which is the first year the system was introduced. It is said that the award period is scheduled to be in early March.

Sapeet＜269A＞: 3255 yen (+65 yen)

Significant continuous growth. It was announced that a business partnership agreement was concluded with Happiness & D after the transaction ended on the 28th, and it is viewed as good news. The company aims to support sales growth by providing medium- to long-term structural reform support for Happiness & D, providing educational methods, and supporting the suitability of human resources with the power of AI. Happiness & D promotes the use of AI for education, and by providing qualitative and quantitative feedback on its results to the company, it will accelerate further adaptation and deployment of the AI rope play system “Cartillope” provided by the company to the site.