＜3697＞ SHIFT 18360 +1255

A sharp backlash. It has been announced that a 1:15 stock split will be implemented based on 1/23. By lowering the amount of money per investment unit, it seems that the purpose is to improve stock liquidity and expand the investor base. In addition, it has also been announced that a subsidiary will acquire shares in Mozu, which develops the 3DCG animation production business, and that it will acquire education businesses and human resource-related businesses provided by Infrastructure Top.

＜6460＞ SEGA SAMMY HD 2927+198

Significant continuous growth. Daiwa Securities has upgraded investment decisions from “2” to “1,” and the target stock price has also been raised from 3350 yen to 4200 yen. Due to steady growth in the entertainment business and recovery in the game machine business, operating income for the fiscal year ending 26/3 is expected to increase drastically, with 65 billion yen, a 27% increase from the previous fiscal year, and it seems that there is plenty of room for stock price increases at valuation levels similar to other game machine manufacturers. Furthermore, the increase in value of main IPs such as “Sonic” and “Persona” is the main reason for the expansion of the entertainment business.

＜4465＞ Niitaka 2201 +193

Massive backlash. Financial results for the first half of the year were announced the day before. Operating income was 0.878 billion yen, up 39.3% from the same period last year, and the September to November fiscal year was 0.45 billion yen, up 32.6% from the same period, continuing the trend of significant profit growth. The unchanged full-year forecast of 1.5 billion yen is rising, with upward expectations rising 1.6% from the previous fiscal year. The increase in detergent sales in the chemical business, cost reduction effects, and the contribution of subsidiaries seem to be behind the drastic increase in profit.

＜2354＞ YE DIGITAL 623 -106

Plummeting. Financial results for the 3rd quarter were announced the day before, and cumulative operating income was 0.96 billion yen, down 20.8% from the same period last year, and it seems that concerns about the unchanged full-year forecast of 1.8 billion yen and a 20.9% increase from the previous fiscal year also intensified. The first half of the year was 0.8 billion yen, up 11.4% from the same period last year. In addition to declining sales in the IoT solution business, it seems that investment in human capital and business capital has increased, and the cost of dealing with quality performance in logistics DX is increasing.

＜3744＞ Syos 349 -32

The sharp decline continued. It was announced the day before that the annual dividend for the fiscal year ending 24/12, which had previously been planned to be 10 yen, will be undistributed, and it seems that negative impacts are ahead. Since the real value of STC shares held has declined markedly, it seems that the background is that 651 million yen is expected to be recorded as an evaluation loss of affiliated company shares in individual accounts. Also, on a consolidated basis, impairment losses of the US subsidiary of about 59 million yen are also recorded.

＜3224＞ G Oyster 671 +88

The temporary stop is high. The year-end dividend forecast for the fiscal year ending 25/3 has been increased and revised from the conventional no dividend to 10.00 yen (no dividend for the previous fiscal year end results). This is the first time that dividends have been implemented since the company was founded. Measures associated with changing the dividend policy to “using a dividend payout ratio of 30% as a standard, dividends will be carried out using 10 yen per share as a guide even when there is a phase of large short-term profit fluctuations.” Furthermore, it was determined that the initially anticipated synergy could not be created, and it was clarified that the capital and business alliance with Hanwa Kogyo ＜8078＞ will be dissolved.

＜6696＞ Truss OP 410 Car

Stop buying at a high price. The AI power reduction solution “airUX8” developed in-house was introduced to the headquarters building of a major long-established department store, and as a result of half a year of demonstration operation, it was announced that 25% of air conditioning power was reduced. In response to this, it was decided to cooperate in earnest with major long-established department stores in their SDGs efforts, and it was decided to expand the introduction area. The impact on sales for the fiscal year ending 25/1 (previous forecast was 0.41 billion yen) is expected to be equivalent to around 3%.

＜9166＞ GENDA 2848 +169

Massive backlash. It has been announced that a subsidiary will acquire 100% of the issued shares of Hello's (Chuo-ku, Tokyo), which handles the amusement facility business. The acquisition price is an amount that exceeds 15% of net assets at the end of the previous fiscal year (19.664 billion yen for the fiscal year ending 24/1). Also, after acquiring part of the issued shares of ActPro (Minato-ku, Tokyo), which operates the foreign currency exchange machine business, it becomes a wholly owned subsidiary through a simple stock exchange. The share acquisition price is 1.574 billion yen. 3.94 GENDA shares will be allotted for 1 ActPro share.