TOA ＜6809＞: 1156 yen (-65 yen)

A sharp decline. Financial results for the fiscal year ended March 24 were announced last weekend. Ordinary profit was 3.71 billion yen, up 76.3% from the previous fiscal year, and it landed at the level revised upward at the time of the 3rd quarter financial results. Meanwhile, the profit rate for the fiscal year ending 25/3 is 3.9 billion yen, up 5.1% from the same period, and the rate of increase is expected to slow. It seems that expectations were one step higher over the weekend, and the sense of immediate exhaustion prevailed. Note, operating income for the fiscal year ended March 24 was 3.03 billion yen, down from the upward revised value of 3.2 billion yen in February.

JAL＜9201＞: 2744.5 yen (-8.5 yen)

Growth was sluggish and continued to decline. Financial results for the fiscal year ended March 24 were announced last weekend. EBITDA was 145.2 billion yen, 2.2 times the previous fiscal year, slightly above the upward revised value of 140 billion yen announced on March 21. The annual dividend is 75 yen, an increase of 5 yen from the previous plan. Meanwhile, EBITDA for the fiscal year ending 25/3 is 170 billion yen, up 17.1% from the same period, and dividends are planned to be 80 yen. This is in line with the guidance shown in March, and there are few surprises. It seems that the sense of exhaustion in the immediate future is gaining the upper hand.

Ceres ＜3696＞: 1,753 yen (+115 yen)

Significant continued growth. An upward revision of earnings for the fiscal year ending 24/12 was announced last weekend. Ordinary income was raised from the previous forecast of 1.6 billion yen to 2 billion yen, an increase of 64.3% from the previous fiscal year, and the equity method investment income of 370 million yen recorded, etc. seem to be the background of the increase. Operating profit has left the previous forecast of 1.6 billion yen unchanged, but it is said that it has been moving above expectations due to an improvement in Moppy's gross profit margin and strong performance in the D2C business, and it seems that future upward expectations are also ahead.

Mitsubishi Corporation ＜8058＞: 3,421 yen (-123 yen)

The sharp decline continued. Financial results were announced during the 2 day trading hours before the consecutive holidays, and the trend softened thereafter, but sales dominance is developing today as well. According to the guidance for the fiscal year ending 25/3, net profit is 950 billion yen, down 1.5% from the previous fiscal year, and annual dividends are 100 yen, an increase of 30 yen from the previous fiscal year. There is also a view that dividends are above expectations, but large transient profits of 220 billion yen, such as profit from revaluation of the convenience store business and profit from the sale of some Australian coal mines, are scheduled to be recorded, and in effect, a drastic decline in profit is expected.

Sony G ＜6758＞: 12600 yen (-460 yen)

The sharp decline continued. It is reported that an acquisition plan on the scale of about 4 trillion yen was presented to major media company Paramount Global in collaboration with Apollo Global Management, a US investment fund. Paramount Global has Paramount Pictures and CBS under its umbrella, and negotiations on mergers are continuing with the US film production company Skydance Media. It seems to be a development where concerns about increased financial burdens associated with huge acquisitions take precedence.

ExaWizards ＜4259＞: 464 yen (+18 yen)

Continued significant growth. It has been announced that the Tokyo Metropolitan Board of Education will begin work such as construction of generative AI usage services for metropolitan schools. The group company Exa Enterprise AI (Minato-ku, Tokyo) takes center stage and constructs a generative AI usage environment that can be used in a safe environment by utilizing the generative AI technical infrastructure for students, faculty, and staff at metropolitan schools. From May to the end of 25/3, it will be used practically in each subject and school affairs at 19 generative AI research schools designated by the Tokyo Metropolitan Government.

Metallic ＜6182＞: 1,047 yen (+37 yen)

Significant increase continued for 5 days. It has been announced that the subsidiary Rosetta (Chiyoda-ku, Tokyo) has released a demo video showing how the test sample of the specialized AI “Metareal AI LLM 2” actually works. Tuning for the pharmaceutical industry has been applied, and it is said that it is possible to confirm the state of high-speed, high-definition document generation for investigations related to compounds. It is said that it will be possible to shorten the period of several months or more required to prepare and check a wide range of documents required at the stage before starting clinical trials with specialized document AI.

Surara Net ＜3998＞: 409 yen (+9 yen)

Significant backlash. It has been announced that a stock buyback will be carried out with an upper limit of 170,000 shares (50 million yen). The ratio to the total number of issued shares (excluding company shares) is 2.59%. The acquisition period is from 7th to 7/31. It is part of implementing flexible capital policies and shareholder return measures in response to changes in the business environment. Also, operating profit for the first quarter of the fiscal year ending 12/24 landed at 83 million yen, down 43.6% from the same period last year due to increases in sales and development personnel, development investments, etc. The full-year forecast remains unchanged at 324 million yen, down 16.3% from the previous fiscal year.