East Electric ＜8035＞: 34,920 yen (-80 yen)

fight. Financial results for the fiscal year ending 24/3 were announced last weekend, and operating profit for the fiscal year ending January-March was 145.2 billion yen, down 4.9% from the same period last year, and market expectations were shaken by about 7 billion yen. Meanwhile, the fiscal year ending 25/3 is 582 billion yen, which is expected to increase 27.6% from the previous fiscal year, and the consensus is slightly lower than 10 billion yen. Fixed cost burdens such as depreciation and amortization costs and research and development expenses seem to be greater than market expectations. However, there also seems to be a sense of surprise in the announcement of the implementation of a share repurchase of 3.5 million shares, which is 0.8% of the number of issued shares, with an upper limit of 80 billion yen.

Shiseido ＜4911＞: 4595 yen (+85 yen)

Significant continued growth. Financial results for the first quarter were announced last weekend, and since structural reform costs related to early retirement support plans were recorded, operating profit and loss were in deficit of 8.7 billion yen, but core operating income was 11.3 billion yen, down 9.6% from the same period last year, and it seems that the planned ratio has fluctuated by about several billion yen. Sales and profits also seem to be rising in Japan and China. Cost savings due to structural reforms were also approximately 3 billion yen, and progress is progressing smoothly against the full-year plan of over 15 billion yen. It seems that the movement to evaluate financial results is gaining the upper hand.

ASICS ＜7936＞: 8750 yen car -

Stop buying at a high price. Financial results for the first quarter were announced last weekend, and operating profit was 33.8 billion yen, up 52.9% from the same period last year, which greatly exceeded the market consensus of around 25 billion yen. Sales are strong in each category, and gross profit margins have also improved due to strong sales of high-priced products. Sales in April also seem to have grown higher than in the first quarter. The full-year plan of 58 billion yen, an increase of 7.0% from the previous fiscal year, remains unchanged, but it seems that a significant increase is being recognized.

MEC ＜4971＞: 4550 yen car -

Stop buying at a high price. Financial results for the first quarter were announced last weekend. Operating income was 1.05 billion yen, a significant increase of 6.2 times the same period last year, and the forecast for the first half of the year was revised upward from the previous 1.3 billion yen to 1.8 billion yen, 2.1 times the same, and from 3 billion yen to 3.65 billion yen for the full fiscal year, and 46.4% increase from the previous fiscal year, respectively. The effects of the depreciation of the yen in exchange rates and progress in improving production efficiency in efforts for global production strategies seem to be in the background. Further improvements are also recognized from the progress rate.

Noritz Steel ＜7744＞: 3860 yen car -

Stop buying at a high price. Financial results for the first quarter were announced last weekend, and operating profit was 7.64 billion yen, 3.8 times the same period last year, and the first half of the year forecast was revised upward from the previous 5.7 billion yen to 9.1 billion yen, up 23.6% from the previous year, from 13.4 billion yen to 16 billion yen, and 10.6% increase from the previous fiscal year, respectively. The background of the upward revisions was business progress for the first quarter and the review of expected exchange rates. Expectations of a further increase remain from the high progress rate, and there is also awareness of the expansion of room for dividends due to the increase in earnings.

Played ＜4165＞: 742 yen car -

Stop buying at a high price. The adjusted operating profit and loss forecast for the fiscal year ending 24/9 has been revised upward from the previous surplus of 0.14 million yen to a surplus of 275 million yen (deficit of 490 million yen in previous fiscal year results). In addition to sales exceeding the initial plan, it is expected that the SG&A fee ratio will decrease due to efforts aimed at improving productivity, and profitability will improve. Adjusted operating income for the 2nd quarter (23/10/24 to 3/24) was a surplus of 218 million yen (deficit of 0.43 million yen in the same period last year), and operating profit was a surplus of 90 billion yen (same deficit of 209 million yen).

Tameny ＜6181＞: 113 yen (+11 yen)

The price has been high since the beginning of the year. The operating profit and loss forecast for the fiscal year ending 25/3 has been announced as a surplus of 200 million yen, up 158.7% from the previous fiscal year. In the marriage hunting business and casual wedding business, we will make efforts to strengthen advertisements to expand awareness and expand the area by opening new stores, etc. Also, a medium-term management plan with an operating profit and loss target for the fiscal year ending 27/3 with a surplus of 900 million yen has been clarified. Operating profit and loss for the fiscal year ended March 24 landed at a surplus of 77 million yen (deficit of 0.39 million yen in previous fiscal year results). SG&A expenses decreased from expectations and exceeded the company plan (surplus of 50 million yen).

Rakumo ＜4060＞: 1231 yen (+172 yen)

Significant rebound for the first time in 4 days. Operating profit for the first quarter (January to March 24) of the fiscal year ending 24/12 was announced to be 89 million yen, up 26.1% from the same period last year. The fact that seminars were held on SaaS services and various sales and marketing measures targeting the industry were successful, and the number of clients and unique users grew. Full year forecasts are not disclosed. Note that price revisions for corporate groupware rakumo products began in April, and it is said that understanding has been obtained from many clients at the moment.