Sumitomo no (8830): 5582 yen (+193 yen)

Significant continuous growth. Financial results for the fiscal year ending 24/3 were announced the day before, and operating profit was 254.7 billion yen, up 5.6% from the previous fiscal year, and it landed on the expected market line. The fiscal year ending 25/3 is 267 billion yen, which is expected to increase 4.8% from the same period, and the consensus is a downward level of about 10 billion yen. Meanwhile, the pace of annual dividend increase will be raised from 7 yen per year to 10 yen per year, and “doubling within 7 years, 100 yen distribution per year” will be realized 2 years ahead of schedule. Additionally, it is said that the target of setting the ratio of policy holdings to 10% or less will also be brought forward by 3 years.

SUMCO＜3436＞: 2521 yen (+130 yen)

Massive backlash. Financial results for the first quarter were announced the day before. Operating profit was 8.7 billion yen, down 66.5% from the same period last year, but market forecasts of around 7 billion yen are improving. The April-6 fiscal year is forecast to be 9 billion yen, which is almost at the level of market consensus. Sales are planned to increase 6% from the previous quarter due to demand bottoming out for 300 millimeter wafers, but it seems that the growth rate of profit compared to the previous quarter is limited due to an increase in labor costs and electricity costs. Movements that positively perceive demand bottom-outs have taken the lead.

Kawasaki Shige＜7012＞: 5815 yen (+208 yen)

Significant continued growth. Financial results for the fiscal year ending 24/3 were announced during trading hours the day before, and continued to grow today, which responded with a buying advantage immediately thereafter. Business profit was 46.2 billion yen, down 43.9% from the previous fiscal year, but the fiscal year ending 25/3 is 130 billion yen, which is forecast 2.8 times the same. Despite assuming an exchange rate of 140 yen, it surpassed market consensus by nearly 20 billion yen. It seems that profit plans etc. for the power sports and engine business greatly exceed market expectations.

Screen HD ＜7735＞: 15,690 yen (-1910 yen)

A sharp decline. Financial results for the fiscal year ended March 24 were announced the day before, and operating profit was 94.2 billion yen, up 23.2% from the previous fiscal year, and market expectations were off by about 2 billion yen. The fiscal year ending 25/3 is expected to be 100 billion yen, up 6.2% from the same period, and the consensus level has declined slightly. There were no major surprises in the financial results. Also, a new mid-term plan up to fiscal year 26 has been announced, and this also seems to have led to a short-term sense of exhaustion, as is almost as expected in advance, such as numerical targets and shareholder return policies.

Daikin Industries ＜6367＞: 24875 yen (+2050 yen)

Significant continuous growth. Financial results for the fiscal year ending 24/3 were announced the day before, and operating profit was 392.1 billion yen, up 4.0% from the previous fiscal year, and although the previous forecast of 400 billion yen was slightly downward, market expectations rose and landed. Also, the fiscal year ending 25/3 is expected to increase 8.4% from the same period to 425 billion yen. It is above the market consensus level of 420 billion yen out of an exchange rate assumption of 138 yen. It seems that sales are expected to expand in Europe in particular due to an increase in market share due to the operation of new factories, etc.

Sun Wells ＜9229＞: 2,691 yen (+423 yen)

Significant rebound for the first time in 3 days. It has been announced that a home-visit nursing business for at-home patients will begin as a new business. It starts in June. Also, the operating profit forecast for the fiscal year ending 25/3 was 4.860 billion yen, up 39.2% from the previous fiscal year. Business expansion is anticipated with the establishment of new facilities. The annual dividend forecast is expected to increase to 18.00 yen (14.00 yen in the previous fiscal year). Operating profit for the fiscal year ended March 24 rose 143.4% to reach 3.49 billion yen. The year-end dividend will be 8.00 yen (13.00 yen for the previous fiscal year end), which is higher than the previous forecast (6.00 yen).

Arent ＜5254＞: 5580 yen (+700 yen)

Stop height. The cumulative operating profit for the 3rd quarter (23/7/24 to 3/24) of the fiscal year ending 24/6 is 898 million yen, up 79.7% from the same period last year. Due to product co-creation development, development orders from clients in the construction industry increased steadily, and profits expanded. The full-year forecast remained unchanged at 1,142 billion yen, up 61.3% from the previous fiscal year. Also, they were asked about plans to enter the temporary staffing business at the financial results briefing, and it seems that the fact that they answered that they have obtained permission for the temporary staffing business is being accepted positively for business expansion.

SBI Insurance ＜7326＞: 1,015 yen (+16 yen)

A significant increase of 3 days. The ordinary profit forecast for the fiscal year ending 25/3 has been announced as 9.300 billion yen, up 12.9% from the previous fiscal year. The annual dividend forecast is 20.00 yen, and dividends will be increased from the previous fiscal year (18.00 yen). Ordinary income for the fiscal year ending 24/3, which was announced at the same time, rose 30.6% to 8.236 billion yen. Ordinary income from the life insurance business grew by 31.8%, leading to profit expansion. Also, as SBI Holdings ＜8473＞ invests in a Cambodian non-life insurance company, it is said that knowledge related to the insurance business will be shared.