＜7730＞ Manny 1605 -275

Plummeting. Financial results for the first quarter were announced the day before. Operating profit was 2.11 billion yen, down 5.2% from the same period last year, turning into a decline for the first time in 10 quarters. The full-year forecast is 8.9 billion yen, up 6.1% from the previous fiscal year, and the consensus is above the same level, and it seems that negative reactions to the start of the decline in profit are intensifying. It seems that sales of digital products in China have been sluggish. Also, it seems that a Earnings Conference is being held today.

＜9107＞ Kawasaki Ships 2121 -130.5

A sharp decline. Today, in addition to the company, major shipping companies such as NYK Line and MOL are all cheap. The International Port Workers Union and the United States Maritime Union have announced an interim agreement on a new six-year basic agreement. As a result, a strike from 1/15 has been avoided. Since the implementation of the strike and the rise in container freight rates associated with it have recently been speculated, it seems that the reaction of such excessive expectations is intensifying.

＜7581＞ Saizeriya 4970 -390

The sharp decline continued. Financial results for the first quarter were announced the day before, and operating profit was 3.9 billion yen, up 13.3% from the same period last year, and landed almost as expected by the market. However, strong domestic sales etc. are factored in from monthly trends, etc., and it seems that there are few surprises in general. Deterioration in gross margin due to rising rice prices, etc., and struggles in sales at existing stores in China were factors that slightly suppressed business results. Since it is a stock with high expectations for good financial results, it seems that the sense of exhaustion has become dominant.

＜3687＞ F Stars 1814 -305

Plummeting. It has recently skyrocketed as quantum computer-related, but today, along with other related brands such as NFHD, Nippon Rad, ubiquitous AI, and SEC, it has declined sharply. Since the CEO of NVIDIA in the US stated that practical application of quantum computers is still a long way off, it seems that expectations for early financial contributions have receded. It is a development where one corner of the same related stocks plummeted in the US market the day before.

＜3656＞ kLab 139 -29

Significantly cheaper. The earnings forecast for the fiscal year ending 24/12 was revised downward the day before, and operating profit and loss were lowered from the conventional deficit of 1.22 billion yen to a deficit of 1.4 billion yen, and final profit and loss were lowered from a deficit of 1.82 billion yen to a deficit of 2.8 billion yen due to recording investment securities valuation losses, etc. Also, the issuance of stock acquisition rights through third-party allotment to Macquarie was announced. Approximately 1.85 billion yen of funds will be raised and used for development costs, etc., but it seems that dilution will reach the maximum level of 24.6%.

＜3141＞ Welcia HD 2105.5 +79.5

Massive backlash. Financial results for the 3rd quarter were announced the day before, and operating income for the fiscal year ending September-November was 4 billion yen, down 37.6% from the same period last year, and it seems that company plans and market forecasts were also slightly lower. However, the lack of sales, which is the background, is also taken as an expected line due to monthly trends, etc., and on the other hand, it seems that SG&A expenses etc. have been suppressed more than expected. While stock prices continued to be sluggish for a long time, an immediate sense of emptiness took precedence. Also, there seems to be a movement to speculate on the current influenza epidemic.

＜8016＞ Onward HD 602 +23

Massive backlash. The monthly trend for December, which was announced the day before, seems to be viewed as material. Existing store sales increased 7.9% from the same month last year, showing positive growth for 2 consecutive months. In addition to the same 7.1% increase in store sales, e-commerce sales also increased 9.5%. Sales increased mainly for warm weather outerwear and knitwear against the backdrop of falling temperatures. Due to the consolidation of Wego, sales at all stores increased 36.7% from the same period, and the rate of increase in sales expanded. Furthermore, financial results for the 3rd quarter are scheduled to be announced today.

＜3186＞ Nextage 1513 +97

Massive backlash. Morgan Stanley MUFG Securities raised the target stock price from 2200 yen to 2300 yen due to continued “overweight” investment decisions. It is said that bottoming out has been confirmed from sluggish performance due to the abolition of sales incentives, and full-scale performance improvements can be expected from this fiscal year due to partial revival of sales incentives. Operating income for the fiscal year ending 25/11 was revised upward from 14.7 billion yen to 16 billion yen, and it is expected to exceed the company plan of 15 billion yen.

＜3612＞ World 2605 +151

Massive backlash. Financial results for the 3rd quarter were announced the day before, and cumulative operating income was 14.3 billion yen, down 3.3% from the cumulative total for the 3rd quarter of the previous fiscal year (fiscal year ending April to 12). The first half of the year was a 34.4% increase compared to the first half of the previous fiscal year (April-9 fiscal year), and it looks like profit will turn into a decline, but the biggest annual sales in December have not been recorded in this fiscal year, and the impact is strong. The full-year forecast was revised upward from the previous 15.5 billion yen to 16.5 billion yen. Also, the annual dividend was increased from the previous plan of 75 yen to 80 yen, 24 yen compared to the previous fiscal year (November settlement).

＜2792＞ Honey's HD 1712 +97

Massive backlash. Financial results for the first half of the year were announced the day before, and operating profit was 3.3 billion yen, down 8.4% from the same period last year, but it landed as previously planned. Since the first quarter was 1.23 billion yen, down 23.3% from the same period, the rate of decline in profit was drastically reduced. Profit increased by 3.7% in the September-November fiscal year. The full-year forecast of 7.4 billion yen, a 6.2% increase from the previous fiscal year, remained unchanged, and it seems that excessive downside concerns have receded due to the shift in profit increases for the September-November fiscal year. Note that the full-year forecast was slightly revised upward only for sales.