ABC Mart ＜2670＞: 3001 yen (+116 yen)

Massive backlash. Financial results for the fiscal year ending 24/2 were announced the day before. Operating profit was 55.7 billion yen, up 31.6% from the previous fiscal year, which greatly exceeded the previous forecast of 50.7 billion yen. The market forecast was also off by around 2 billion yen. Meanwhile, the fiscal year ending 25/2 is expected to increase 5.4% from the same period to 58.7 billion yen. The consensus reached a level of around 1 billion yen. It seems that labor costs are expected to rise, etc., but it seems that the assumptions for existing stores are also seen as conservative due to a good start in March, etc.

MRO ＜3064＞: 1974 yen (+173 yen)

Significant continuous growth. Monthly trends for March were announced the day before. Sales increased 6.6% from the same month last year, and although they have slowed since the same 14.6% increase in February, they are growing at a high rate of 17.2% after adjusting the number of business days. The number of business days in February was the same as the previous year. It also seems that growth has surpassed company plans. Also, the number of new customers acquired was 92,900, and in the same month of the previous year, the decrease also increased from 83,000 people in the previous month, and it seems that the sense of bottoming out intensifies.

Koshidaka HD ＜2157＞: 1,017 yen (+78 yen)

Significant continued growth. Financial results for the first half of the year were announced the day before, and operating profit was 4.83 billion yen, up 37.1% from the same period last year, and has landed above the previous forecast of 4.56 billion yen. Meanwhile, the full-year forecast was revised upward from the previous 9 billion yen to 9.28 billion yen, an increase of 21.0% from the previous fiscal year. In Japan, while the unit price aspect is lower than expected at the beginning of the fiscal year, it seems that the number of customers is at a level that exceeds expectations. Since the first quarter was 570 million yen, an increase of only 7.3% from the same period last year, the upward correction was directly evaluated.

Trefax ＜3093＞: 1,608 yen (+181 yen)

Massive backlash. Financial results for the fiscal year ended 24/2 were announced the day before, and operating profit was 3.35 billion yen, up 30.6% from the previous fiscal year, and it has landed above the revised upward value of 3.26 billion yen announced on 2/14. Also, profit for the fiscal year ending 25/2 is expected to increase continuously by 2 digits, with 3.71 billion yen, an increase of 10.8% from the previous fiscal year. The annual dividend is also planned to be raised from 28 yen to 32 yen. The target value for the medium-term plan was also revised upward, ordinary profit for the fiscal year ending 26/2 was raised from 4.02 billion yen to 4.19 billion yen, and a new target of 4.67 billion yen for the fiscal year ending 27/2 was set.

Arisawa ＜5208＞: 1444 yen (+299 yen)

The temporary stop is high. Changes to the shareholder return policy were announced the day before. Until now, the basic policy was to set the total return ratio to 80% or more, but from now on, dividends will be DOE 6% or the total return ratio of 80% or more, whichever is larger. It is a development where dividend levels are expected to be reduced from the fiscal year ending 25/3, which is the application period. Also, dividends for the fiscal year ending March 24 will also be raised from the previous plan of 45 yen to 60 yen, and dividends will be reduced by 30 yen compared to the previous fiscal year.

Virtualek ＜6193＞: 920 yen (+20 yen)

Significant rebound for the first time in 3 days. The group company Virtualex Consulting (Minato-ku, Tokyo) has announced that it will begin providing a “generative AI contact center service (AI-BPO)” as a next-generation contact center service utilizing generative AI. By utilizing generative AI as a customer front desk instead of an operator, in addition to labor saving and cost reduction in customer support, it is also said that it will contribute to users who want to resolve themselves with a non-voice channel rather than a telephone call.

FFRI ＜3692＞: 2434 yen (+276 yen)

The price has been high since the beginning of the year. The operating profit forecast for the fiscal year ending 24/3 has been revised upward from the previous 261 million yen to 496 million yen (previous fiscal year results 202 million yen). This is because sales are expected to exceed plans due to an increase in order acceptance projects, and labor costs and recruitment-related costs have decreased from expectations. Decrease in usage fees and license fees for external services, and the fact that the performance of companies applying the equity method is expected to exceed the initial plan due to an increase in projects are also factors that increase profits.

NPC ＜6255＞: 982 yen (+150 yen)

The stoppage is high and the price is high since the beginning of the year. The operating profit forecast for the fiscal year ending 24/8 has been revised upward from the previous 1,584 billion yen to 2,149 billion yen (previous fiscal year results of 976 million yen). In addition to strong parts sales, some FA equipment projects for the domestic electronic components industry were recorded ahead of schedule. An increase in parts sales with high profit margins, and cost reductions in procurement costs and local work costs are also expected to boost profits. The cumulative total for the 2nd quarter (23/9/24/2) landed at 656 million yen, up 192.3% from the same period last year, and exceeded the company plan (363 million yen).