Sumitomo Electric <5802>: 2845 yen (-39.5 yen)

It fell back. It has been reported that the mass production plan for semiconductor materials for EVs has been canceled. In addition to constructing a new factory in Toyama Prefecture, there were plans to establish a new line at the existing factory in Hyogo Prefecture, but it seems that this has been retracted as the recovery of EV demand is difficult to foresee. An investment amount of approximately 30 billion yen was planned. It was supposed to receive a maximum subsidy of 10 billion yen from the Ministry of Economy, Trade and Industry for the factory construction, but this has also been canceled. There is a movement to be cautious of the uncertainty caused by changes in the long-term Global Strategy.

Adastria <2685>: 3440 yen (-370 yen)

Significant drop. The third-quarter financial results were announced last weekend, with a cumulative operating profit of 14.8 billion yen, a 9.4% decrease compared to the same period last year. The 9-11 month period was 4.85 billion yen, showing a 19.0% decrease, marking an expanding decline in profitability. The decrease in gross margin seems to be due to the consumption of autumn products and fluctuations in point usage rates, along with struggles faced by overseas subsidiaries and food service subsidiaries. Although the full-year plan of 19 billion yen, which represents a 5.5% increase from the previous period, has been maintained, it seems the achievement hurdle has risen.

Tsuruha HD <3391>: 8623 yen (+407 yen)

Significant continued rise. Currently negotiating a management merger with Welcia HD, it has been reported that adjustments are being made to aim for the merger timing at the end of 2025. Initially set for the end of 2027, it seems that the anticipated overseas authorities' procedures are no longer necessary. There is a positive reaction to the advancement of a large-scale reorganization involving the management integration of two major drugstore chains. Welcia HD is also seeing strong buying activity.

Marumae <6264>: 1695 yen (+178 yen)

Significant continued rise. The first-quarter financial results were announced last weekend, with an operating profit of 0.44 billion yen, turning from a loss of 0.02 billion yen in the same period last year to a profit. The progress rate against the unchanged first half plan of 0.7 billion yen has reached 63.4%. The rapid expansion of sales in the Semiconductor field is the background to this significant improvement in performance. The order volume has grown to 2.13 billion yen, 2.3 times more than the same period last year, and the order backlog has also increased to 2.1 times. The probability of achieving the full-year performance is seen to be increasing, and despite the Semiconductor-related sectors being soft today, buying activity is strong.

WNI Weather <4825>: 3,775 yen (+450 yen)

Significant continued rise. Announced the financial results for the first half last weekend, with operating profit of 1.68 billion yen, an increase of 32.8% compared to the same period last year, expanding from the first quarter’s 0.46 billion yen and 9.6% increase. Sea and Land Domain led revenue growth, and the strengthening of the development environment seems to have advanced the efficiency of operations utilizing AI. The full-year forecast remains at 3.8 billion yen, a 16.2% increase from the previous period, but there seems to be an increase in expectations of an upward revision.

Headwater <4011>: 5,920 yen (+670 yen)

There was a sharp rebound, temporarily reaching the limit up. It was announced that a service for visualizing AI agent operations and Consulting Services has been launched for companies considering the introduction of AI agents. While the introduction of AI agents can be expected to enhance operational efficiency and productivity, an increasing number of companies are facing the challenge of determining which operations to adopt them in. As the range of operations conducted by companies becomes broader and more complex, determining the appropriate introduction points for AI agents is not easy. The company has launched Consulting Services to accurately grasp the current state of operations and maximize the effects of AI agent implementation.

Regional Newspaper Company <2164>: 329 yen (-16 yen)

Sharp decline. Announced the results for the first quarter of the fiscal year ending in August 2025, showing that ordinary profit dropped 54.1% year-on-year to 5 million yen, which seems to have caused concern. However, revenue was steady, increasing by 4.5% year-on-year to 0.788 billion yen. Overall advertising-related business continues to see high demand for advertising to attract customers, maintaining a recovery trend. In the "Chiki Newspaper" publishing business related to newspaper publishing, the policy of concentrating sales resources on acquiring major L clients to improve customer unit price continues, and segments such as repair services, purchasing services, and seminar announcements continue to show high demand.

Soleil Asia <4597>: 35 yen (-2 yen)

Significant decline. Announced a downward revision of the full-year earnings forecast for the fiscal year ending December 2024 after the close of trading on the 27th, leading to initial selling. Sales revenue was revised down by 1.09 billion yen from the previous forecast (lower limit) to 0.16 billion yen. Although the sales partner had expected to complete the shipment of inventory by mid-year, actual shipments were sluggish, resulting in a low volume of shipped new facility manufactured products this year. Additionally, as the derivation of the China rights for Darubias, which was a premise of the previous earnings forecast, has not been realized, the expected contract signing fee revenue was excluded from the current period revenue forecast, among other factors.