LIXIL＜5938＞: 1705.5 yen (-80.5 yen)

A sharp decline. A downward revision of the earnings forecast for the fiscal year ending 24/3 was announced the day before. Business profit was lowered from the previous forecast of 40 billion yen to 23 billion yen, down 10.7% from the previous fiscal year. Although underperformance was expected, the market forecast was around 30 billion yen, so the decline was more than expected. It seems that the slump in overseas business, centered on the European market, continues. Note that the annual dividend plan of 90 yen has remained unchanged.

Kobe Bussan ＜3038＞: 3459 yen (+107 yen)

Significant continued growth. Monthly trends for March were announced the day before. Operating profit increased 20.3% from the same month last year, and existing store shipments in the area under direct control also continued to be strong, with a 7.5% increase. In addition to strong sales of highly convenient frozen vegetables, it seems that products eligible for sale also contributed to an increase in sales. Operating profit has increased by 2 digits for 5 consecutive months since entering the fiscal year ending 24/10, and it is a move to evaluate the fact that expansion continues under an adverse environment where the depreciation of the yen continues to progress.

Large gas ＜9532＞: 3501 yen (+153 yen)

Significant continued growth. The day before, revisions to the earnings forecast for the fiscal year ending March 24 were announced, and ordinary profit was revised upward from the previous forecast of 170 billion yen to 226.5 billion yen, 3.0 times the previous fiscal year. Since the market forecast was around 175 billion yen, it was viewed positively as an increase above expectations. It is said that the increase in profits in the gas business, LNG sales business and electricity business in the domestic energy business, and overseas energy business was an upward factor.

Strike ＜6196＞: 4845 yen (+190 yen)

Significant continued growth. An upward revision of the earnings forecast for the first half of the year was announced the day before. Operating profit was raised from the previous forecast of 2.93 billion yen to 3.71 billion yen, up 83.0% from the same period last year. The number of contract groups for projects was 130 groups, which exceeded the original plan of 122 groups, and contracts for large-scale projects also rose to 23 groups, and it seems that the unit price of the project also exceeded the initial plan. The full-year forecast remains unchanged, but it seems that future increases etc. are also expected.

JVCKW＜6632＞: 871 yen (+32 yen)

Massive backlash. An upward revision of earnings forecasts was announced the day before, and operating profit was raised from the previous forecast of 16.5 billion yen to 18.1 billion yen, down 16.3% from the previous fiscal year. It seems that the wireless systems business in the safety & security field and the overseas OEM business in the mobility & telematics service field continue to perform well. Along with the improvement in business performance, the annual dividend was also raised from the previous plan of 8 yen to 12 yen, and it is at the same level as the previous fiscal year dividend of 5 yen, where there was a special dividend of 5 yen.

Finatext＜4419＞: 874 yen (+68 yen)

Continued significant growth. The operating profit and loss forecast for the fiscal year ending 24/3 has been revised upward from the previous surplus of 0.21 million yen to a surplus of 220 million yen (deficit of 328 million yen in previous fiscal year results). As a result of implementing a company-wide expenditure review, outsourcing costs and labor costs have shrunk from what was initially anticipated. The fact that profits were revised upward by about 10 times from previous forecasts was well received, and it seems that buyers are gathering. Furthermore, it has been clarified that a financial results briefing for institutional investors, analysts, and media personnel will be held on 5/14.

Eltes ＜3967＞: 805 yen (+28 yen)

Continued significant growth. It has been announced that it will start a detection service for impersonation fraud advertisements leading to SNS type investment fraud. The act of advertising false advertisements on SNS using images of famous people such as entrepreneurs and celebrities without permission was rampant, and consultations were increasing. Therefore, “impersonation fraud advertisement detection” is one of the official lineup of web risk monitoring services, and it is developed for advertisers and talent offices that sign formal advertisement contracts.

TASKI HD ＜166A＞: 642 yen (+45 yen)

Significant rebound for the first time in 3 days. It has been announced that shares in the asset consulting venture Aura (Minato-ku, Tokyo) will be acquired and made into a subsidiary. The acquisition price was 2.347 billion yen, and the voting rights ownership ratio after the transfer was 71.1%. Aura is making real estate utilization proposals, real estate brokerage, real estate purchases, sales of real estate-related products, etc., and in addition to diversifying services and improving value provided by becoming a subsidiary, it will strengthen business development into wealth advisory services.