AEON MALL <8905>: 1932 yen (-96.5 yen)
A sharp decline. Financial results for the 3rd quarter were announced the day before, and operating income for the September-November fiscal year was 11.4 billion yen, up 16.8% from the same period last year, but market expectations of around 12 billion yen were declining. It seems that sales in China continue to fall short of plans. The full-year forecast of 55 billion yen, an increase of 18.5% from the previous fiscal year, remains unchanged, but as of the 3rd quarter, there seems to be a background of around 0.8 billion yen, mainly in China. It seems that the movement to be aware of poor business performance is ahead.
Kewpie <2809>: 3108 yen (-115 yen)
The sharp decline continued. Financial results for the fiscal year ended 24/11 were announced the day before, and operating profit was 34.3 billion yen, up 74.3% from the previous fiscal year, but market expectations are just under 1 billion yen. Profits continued to increase drastically until the 3rd quarter, but the September-November fiscal year completely reversed and turned to a 28.9% decrease compared to the same period last year. In addition to the effects of soaring vegetable prices, sluggish sales in the US and China had an impact. The forecast for the fiscal year ending 25/11 is 34.5 billion yen, up 0.5% from the previous fiscal year. It is below the consensus of about 37 billion yen.
OSG <6136>: 1,715 yen (-108.5 yen)
The sharp decline continued. Financial results for the fiscal year ended 24/11 were announced the day before, and operating profit was 18.9 billion yen, down 4.7% from the previous fiscal year, and landed at a level revised downward at the time of the 3rd quarter financial results. Due to temporary factors in the US, etc., the profit decline rate expanded with a 22.9% decrease compared to the same month last year for the September-November fiscal year. The fiscal year ending 25/11 is 21 billion yen, which is expected to increase 11.3% from the previous fiscal year, but the consensus of about 23.5 billion yen has declined, which seems to be leading to negative material. Furthermore, medium-term plans etc. have also been announced at the same time.
7 & iHD <3382>: 2387.5 yen (+13 yen)
A slight backlash. Financial results for the 3rd quarter were announced the day before, and operating profit for the fiscal year ending September-November was 128.4 billion yen, down 24.0% from the same period last year. It seems that market forecasts have declined slightly, but deterioration in business performance due to overseas business struggles has been factored in, and negative reactions are limited. Meanwhile, it seems that the general shareholders' meeting in May is used as a guideline for the acquisition proposal from Couchthal, which is attracting attention, and the whereabouts of the founder MBO that opposes it.
Fast Rite (9983): 48,700 yen (-3,400 yen)
A sharp decline. Financial results for the first quarter were announced the day before, and operating profit was 157.6 billion yen, up 7.4% from the same period last year, and it has almost landed on the market forecast line. The trend of UNIQLO in Japan has been higher than planned, but it seems that overseas markets fell short of the plan due to China's struggles. It seems that upward expectations have also increased from current monthly trends, etc., and there seems to be little positive response. Movements that are wary of a rekindling of concerns about the future of Chinese sales have taken the lead.
Axel M <3624>: 163 yen (-3 yen)
Continued decline. It has continued to decline in response to the Tokyo Stock Exchange announcing that the contract deposit rate relating to new sales/purchases of the company's shares will be 30% to 50% or more (of which 20% or more in cash) from the 10th. Furthermore, Japan Securities Finance also announced the implementation of additional collateral collection measures, and it is said that after the same day, the loan guarantee ratio for loan transaction self transactions and for liquidation intermediary loan transaction self transactions for each non-liquidation participant will be 30% to 50% (of which 20% is cash collateral).
Reprocell <4978>: 106 yen (+1 yen)
fight. It was announced that a sales agency agreement was signed with Qkine after the transaction ended on the 9th, and although the purchase took precedence, the upper price was heavy. The company and its group have signed an agency agreement with Qkine, a manufacturer specializing in high-performance proteins with a base in Cambridge, England. The agreement makes it possible to sell and develop high-quality growth factors and cytokines manufactured by Qkine. Qkine's products have received high praise for their characteristics such as not using animal-derived raw materials, high purity, and high activity, and it is said that sales will be carried out worldwide while utilizing the company's network.
Heart Seed <219A>: 3,350 yen (-405 yen)
A sharp decline. It has continued to decline in response to the Tokyo Stock Exchange announcing that the contract deposit rate relating to new sales/purchases of the company's shares will be 30% to 50% or more (of which 20% or more in cash) from the 10th. Furthermore, Japan Securities Finance also announced the implementation of additional collateral collection measures, and it is said that after the same day, the loan guarantee ratio for loan transaction self transactions and for liquidation intermediary loan transaction self transactions for each non-liquidation participant will be 30% to 50% (of which 20% is cash collateral).