＜3382＞ 7 & iHD 2042 -103

The sharp decline continued. Financial results for the fiscal year ending 24/2 were announced the day before, and operating profit was 534.2 billion yen, up 5.5% from the previous fiscal year, surpassing the previous plan of 525 billion yen. On the other hand. The fiscal year ending 25/2 is 545 billion yen, which is expected to increase 2.0%, and it is at the same level as market expectations, but profit reduction is planned for the first half due to current struggles. Also, it was announced that IPOs will begin considering shares in supermarket businesses such as Ito-Yokado. However, the timing seems to be after the current mid-term plan, and expectations for early business sales have receded.

＜8267＞ AEON 3348 -137

Growth was sluggish and continued to decline. Financial results for the fiscal year ending 24/2 were announced the day before. Operating profit was 25.8 billion yen, up 19.6% from the previous fiscal year, exceeding 240 billion yen, which is the revised plan for January. Meanwhile, the fiscal year ending 25/2 is forecast to be 270 billion yen, up 7.6% from the same period. The market consensus is estimated to have been around 265 billion yen. Movements that viewed it as positive material took precedence, but since most of the increase in profit was already factored in due to the profit increase effect of the subsidiary group, the feeling of exhaustion also prevailed after one round of buying.

＜2999＞ home position 412 +80

Stops are highly proportional. Financial results for the first half of the year were announced the day before, and operating profit and loss were in deficit of 530 million yen, and profit and loss deteriorated by 740 million yen compared to the same period last year. The operating deficit will continue in the 12-2 fiscal year. Meanwhile, the implementation of a shareholder benefit program was announced, leading to a positive impact. Quocard worth 20,000 yen will be presented to shareholders with 1000 shares or more as of the end of August. Preferential yields for 1000 share holders are at the level of 6.0%, and dividends/preferential yields are at the level of 9.0% based on the previous day's closing price.

＜7581＞ Saizeriya 5570 -540

A sharp decline. Financial results for the first half of the year were announced the day before, and operating profit was 5.93 billion yen, a drastic increase of 6.6 times from the same period last year due to improved profits from overseas businesses, but the previous plan of 6.1 billion yen fell slightly downward. The full-year forecast of 13.1 billion yen, an increase of 81.4% from the previous fiscal year, remains unchanged. Numerical surprises seem limited, but it seems that stock prices have risen significantly and expectations have increased since the beginning of this month, and movements that negatively capture the expected settlement are dominant.

＜9861＞ Yoshinoya HD 2882 -333

Plummeting. Financial results for the fiscal year ended 24/2 were announced the day before, and operating profit was 7.97 billion yen, 2.3 times the previous fiscal year, and landed above the level of 7.4 billion yen revised upward on 2/29. However, the fiscal year ending 25/2 is 7 billion yen and is expected to decrease 12.2%, and it seems that an unexpected 2-digit profit reduction plan is viewed negatively. It seems that the effects of rising costs such as raw material prices and labor costs will continue.

＜2670＞ ABC Mart 3008 +123

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.

＜3064＞ MRO 2008 +207

rapid expansion. 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.

＜2157＞ Koshidaka HD 998 +59

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, exceeding the previous forecast of 4.56 billion yen. As a result, the full-year forecast was revised upward from the previous 9 billion yen to 9.28 billion yen. In Japan, while the unit price aspect is lower than expected at the beginning of the fiscal year, 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.

＜3093＞ Trefax 1601 +174

rapid expansion. Financial results for the fiscal year ending 24/2 were announced the day before, and operating profit was 3.35 billion yen, up 30.6% from the previous fiscal year, exceeding 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, and 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.

＜5208＞ Made in Arisawa 1445 +300

Stops are highly proportional. 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.