Toyota's own ＜7203＞: 3,580 yen (+1 yen)

A development where the price is returned after the sale is ahead of time. Financial results for the fiscal year ending 24/3 were announced during trading hours the day before, and the implementation of a stock buyback with an upper limit of 1 trillion yen was well received and there was also a movement to temporarily switch back. Today, we are once again returning values from developments where financial results are viewed as sales material. Operating profit for the fiscal year ending 25/3 is 4.3 trillion yen, which is expected to decrease 19.7% from the previous fiscal year, which is about 1 trillion yen below market consensus. Increased investment in human capital and growth areas is expected to be a factor in the decline in profit.

Mitsubishi Heavy ＜7011＞: 1251 yen (-76.5 yen)

The sharp decline continued. Financial results were announced during trading hours the day before, and sales were dominant thereafter, but today, too, sales pressure has intensified further. Business profit for the fiscal year ending 2014/3 was 282.5 billion yen, up 46.1% from the previous fiscal year, but the company plan of 300 billion yen declined slightly. The fiscal year ending 25/3 is expected to be 350 billion yen, up 23.9% from the same period, but it is close to 40 billion yen below market consensus. There also seems to be an assumption that profit from asset sales of about 50 billion yen is included, and there seems to be a strong view that the content is unsatisfactory.

ORIX ＜8591＞: 3,488 yen (+265 yen)

Massive backlash. Financial results for the fiscal year ending 24/3 were announced the day before, and net profit was 346.1 billion yen, up 19.2% from the previous fiscal year, up 19.2% from the previous fiscal year, surpassing the previous plan of 330 billion yen. The fiscal year ending 25/3 is 390 billion yen, which is expected to increase 12.7%, and although there is a slight downturn from the target value of 400 billion yen so far, there is also a view that it will be drastically revised downward due to the current inflation situation, etc., so it seems that the sense of security is intensifying. The annual dividend is 39% of net income as dividends, and at the planned level, it is 133.2 yen.

Omron ＜6645＞: 6305 yen (+660 yen)

Massive backlash. Financial results for the fiscal year ending 24/3 were announced the day before. Operating profit was 34.3 billion yen, down 65.9% from the previous fiscal year, but the previous plan of 24 billion yen is up. The fiscal year ending 25/3 is 49 billion yen, which is expected to increase 42.7% from the same period, and the market consensus is about 5 billion yen. While stock prices were currently sluggish, it is guidance that strengthens the sense of security. It seems that it is assumed that the effects of structural reforms up until now will come to a large extent.

ROHM ＜6963＞: 2008 yen (-246.5 yen)

A sharp decline. Financial results for the fiscal year ending 24/3 were announced the day before. Operating profit was 43.3 billion yen, down 53.1% from the previous fiscal year, and although it landed on the company plan line, market expectations declined by about 5 billion yen. Profit for the fiscal year ending 25/3 is expected to drop drastically by 67.7% to 14 billion yen. The market consensus of around 55 billion yen has declined drastically. In addition to sluggish sales for industrial machinery such as FA and the energy sector, cost increases such as depreciation and amortization expenses and research and development expenses are also likely to weigh on.

Cyber Buzz ＜7069＞: 2,058 yen -

There is a sign that bargain sales will stop. The operating profit and loss forecast for the fiscal year ending 24/9 has been revised downward from the previous surplus of 470 million yen to a deficit of 1,745 billion yen (surplus of 391 million yen in the previous fiscal year). Although sales were revised upward from 6.720 billion yen to 7.420 billion yen (same 5.757 billion yen) in response to strong sales of influencer services and internet advertisement sales, it is expected that they will fall into the red since loan provision amounts of 2,215 billion yen due to the risk of inability to collect or delays in collection of claims were recorded as sales and administration expenses.

GMOTECH ＜6026＞: 6700 yen car -

Stop buying at a high price. The operating profit forecast for the fiscal year ending 24/12 has been revised upward from the previous 800 million yen to 1,040 million yen (previous fiscal year results 566 million yen). The customer attraction support business, centered on affiliate services, continues to grow, and the SEM service and real estate tech business are also doing well. Cost reduction through promotion of efficiency is also expected to boost profits. At the same time, the year-end dividend forecast has been increased and revised from the previous 228.44 yen to 293.06 yen (previous year-end results 184.48 yen).

Enbio HD ＜6092＞: 607 yen (+13 yen)

Significant backlash. The operating profit forecast for the fiscal year ending 24/3 has been revised upward from the previous 625 million yen to 815 million yen (previous fiscal year results 1,357 billion yen). Although the sales forecast was revised downward from 9.740 billion yen to 9.575 billion yen (same 8.120 billion yen) due to delays in the completion of some construction work in the soil contamination countermeasures business, operating profit is expected to rise due to improvements in profit margins in the same business and the brownfield utilization business. The fact that stock price levels have been rounded up, such as above the 200-day moving average, also seems to be boosting buying.