＜1815＞ TEKEN 2927 +209

Massive backlash. An upward revision of earnings forecasts was announced the day before, and operating profit for the fiscal year ending 24/3 was raised to 950 million yen from the previous forecast of 300 million yen. An increase in sales due to fluctuations in construction and an increase in profits from completed civil engineering projects are the background of the upward trend. However, the impact is limited from results up to the 3rd quarter. Meanwhile, a medium-term management plan was announced. Numerical targets such as 5 billion yen or more have been set for operating income for the fiscal year ending 27/3, and people are aware that the tempo for future profit recovery will accelerate.

＜3843＞ FB 1502 105

Significant continued growth. An upward revision of earnings forecasts was announced the day before. Operating profit was revised upward from the previous forecast of 5.5 billion yen to 5.85 billion yen, an increase of 46.0% from the previous fiscal year. In addition to continuing a steady trend in earnings in the 5G infrastructure support business, the background is that the tone mobile business performed well even during the busy user acquisition period. The upward revisions continued when financial results for the first half of the year were announced, and the movement to evaluate a further improvement in momentum prevailed.

＜6999＞ KOA 1602 +177

rapid expansion. Financial results for the fiscal year ending 24/3 were announced the day before, and operating profit was 3.31 billion yen, down 67.6% from the previous fiscal year, and the fiscal year ending 25/3 is expected to be 3.9 billion yen, up 17.7% from the same period. The results for the previous fiscal year were revised just before, and the 2-digit profit increase forecast for the current fiscal year was viewed as positive. It seems that recovery etc. for automobiles are expected. Orders received for the January-March fiscal year increased 14% compared to the previous quarter, but there was a positive change for the first time in 7 quarters and 2-digit growth for the first time in 12 quarters.

＜8218＞ Komeri 3790 +380

rapid expansion. Financial results for the fiscal year ending 2014/3 were announced the day before, and operating profit was 22.1 billion yen, down 15.2% from the previous fiscal year, landing on the previous forecast line. Meanwhile, the fiscal year ending 25/3 is forecast to be 24.3 billion yen, up 10.0% from the same period, and the annual dividend is also planned to be 54 yen, an increase of 2 yen from the previous fiscal year. Additionally, 600,000 shares, which is 1.24% of the number of issued shares, announcements of company stock buybacks with an upper limit of 2 billion yen, and receipt of documents relating to shareholder proposals from NORTHERN TRUST, which is a shareholder, etc. were also viewed as materials.

＜4004＞ Resonac 3390 -321

The sharp decline continued. The issuance of Euro-yen CB100 billion yen has been announced. The conversion price is 4638 yen, and the rate of increase compared to the previous day's closing price is 24.98%. The potential dilution rate due to this financing is 11.94%. The funds raised will also be used for capital investment funds for semiconductor materials and SiC epitaxial wafers and repayment funds for long-term loans. Although conversion conditions etc. have become stricter, it looks like potential dilution is viewed as sales material.

＜5852＞ Aresty 647 -129

Plummeting. The recording of impairment losses centered on the business assets of the Chinese subsidiary has been announced. Along with that, net profit and loss for the fiscal year ending 24/3 has completely reversed from the previously forecast surplus of 1.4 billion yen and was revised downward to a deficit of 9 billion yen. The year-end dividend was reduced from the previous plan of 10 yen to 5 yen, and the annual dividend was distributed of 15 yen, an increase of 5 yen from the previous fiscal year. It is a development where people are aware that the balance sheet has deteriorated due to the recording of a large deficit. Furthermore, operating profit has also been lowered from the previous forecast of 2.4 billion yen to 2.2 billion yen.

＜4684＞ Orbic 20035 -1635

A sharp decline. Financial results for the fiscal year ended March 24 were announced the day before. Operating profit was 70.9 billion yen, up 13.5% from the previous fiscal year, slightly exceeding the previous forecast of 70 billion yen. The fiscal year ending 25/3 is 78 billion yen, which is expected to increase 10.0% from the same period, and the consensus of about 80 billion yen is slightly downward. The annual dividend is planned to be 320 yen, an increase of 20 yen from the previous fiscal year. Overall, surprises were limited, but the rate of increase in sales for the previous fiscal year ended 1-3 months remained in the 1-digit range, up 9.2% from the same period last year, and concerns about a slowdown in the growth rate were raised.

＜7309＞ Shimano 25105 +960

Significant continuous growth. Financial results for the first quarter were announced the day before, and operating profit was 13.4 billion yen, down 52.1% from the same period last year, but the consensus seems to have been around 11 billion yen, and it landed upward. Also, the full-year plan was revised upward from the previous 53 billion yen to 56.8 billion yen. The cost ratio has improved as cost reduction progresses, and it seems that SG&A expenses can also be suppressed. In a situation where people are aware of the increased accuracy of bottoming out performance. The implementation of a company stock repurchase with an upper limit of 1 million shares due to off-site transactions was also announced.

＜6254＞ NOMURA MICRO 5460 +705

Stop height. Upward revisions to earnings and dividend forecasts were announced the day before, and positive views prevail. Operating income for the fiscal year ending 2014/3 was revised upward from the previous forecast of 9.65 billion yen to 10.6 billion yen, up 61.8% from the previous fiscal year. The background is that construction progress of ultrapure water production equipment in each region has progressed smoothly, and that exchange rates have remained on a weak yen trend. The year-end dividend will also be raised from the previous plan of 100 yen to 190 yen, and the annual dividend will be distributed of 250 yen, an increase of 100 yen from the previous fiscal year.

＜6594＞ Nidec 6794 49

backlash. Financial results for the fiscal year ended March 24 were announced the day before. Operating profit was 163.1 billion yen, up 63.1% from the previous fiscal year, falling below the previous forecast of 180 billion yen. The main reason was an increase of approximately 15 billion yen in structural reform costs. Meanwhile, the fiscal year ending 25/3 is 230 billion yen and is expected to increase 41.0% from the same period, but it did not reach the market forecast of about 240 billion yen. There was a drastic increase in profit, but when structural reform costs of 59.8 billion yen were anticipated, the actual profit increase rate was unsatisfactory and the price was erased, but it was bought back in response to the return of the general market price.