＜6331＞ Ryoko Kako 4180 +535

rapid expansion. Financial results for the fiscal year ending 24/3 were announced the day before, and operating profit was 4.41 billion yen, up 74.9% from the previous fiscal year, and landed well above the figure of 4 billion yen revised upward at the time of the 3rd quarter financial results. Growth in the engineering business contributed. The annual dividend is also 110 yen, which is 10 yen higher than the previous plan. Also, operating income for the fiscal year ending 25/3 is 4.8 billion yen, up 8.8% from the same period, and is expected to increase continuously. While a decrease in reaction in the previous fiscal year was also anticipated, guidance is viewed positively.

＜3393＞ Startier H 1980 +387

It stopped high at one point due to a sharp rise. Financial results for the fiscal year ending 2014/3 were announced the day before, and operating profit was 2.28 billion yen, up 32.4% from the previous fiscal year, landing on the conventional plan line. The year-end dividend was increased from the previous plan of 39 yen to 48 yen. Operating income for the fiscal year ending 25/3 is 2.5 billion yen, up 9.5% from the same period, and is expected to increase continuously. Also, a change in the dividend policy was announced, and the dividend payout ratio, which had been around 35%, was raised to 55%, and along with that, the annual dividend for the fiscal year ending 25/3 was 97 yen, an increase of 28 yen from the previous fiscal year, and the yield level increased.

＜3863＞ Japanese paper 1011 -92

The sharp decline continued. Financial results for the fiscal year ending 24/3 were announced the day before. Operating profit was 17.3 billion yen, which turned into a surplus from the previous deficit of 26.9 billion yen, but the company's plan of 19 billion yen landed downward. The fiscal year ending 25/3 is expected to be 23 billion yen, up 33.2% from the previous fiscal year, but the market forecast of around 32 billion yen is significantly lower. The pace of recovery in paper/paperboard and lifestyle-related businesses has been slower than expected. Note that the annual dividend for the fiscal year ending 25/3 is planned at 10 yen, which is flat compared to the previous fiscal year.

＜2002＞ Nissin Powder G 1868.5 -174.5

The sharp decline continued. Financial results for the fiscal year ended March 24 were announced the day before, and operating profit was 47.8 billion yen, up 45.6% from the previous fiscal year, but market forecasts of over 50 billion yen are declining. The fiscal year ending 25/3 is 48 billion yen, which is expected to increase 0.4% from the same period, which is about 5 billion yen below the consensus. The forecast for a decline in profit in the flour milling business due to a decline in productivity improvements in the previous fiscal year and an increase in labor costs and power costs, etc., seems to be heavy. The stagnation in earnings improvement momentum is viewed negatively.

＜9260＞ Wismettac 4730 -1000

Stop-low proportional allocation. The first quarter financial results were announced the day before, and operating profit was 1.41 billion yen, down 55.6% from the same period last year, and the first half forecast was revised downward from the previous 7 billion yen to 4 billion yen, and the full year forecast was revised downward from 15 billion yen to 12 billion yen, up 8.9%. The year-end dividend for the first half of the year was reduced from the previous plan of 90 yen to 60 yen. Cost recording associated with drastic structural reforms in the domestic imported fruit and vegetable business of the agricultural business, and cost increases in the Asian food global business are factors behind the decline in business performance.

＜8306＞ Mitsubishi UFJ 1522.5 -68

The sharp decline continued. Financial results for the fiscal year ending 2014/3 were announced the day before, and net profit was 1,490.8 billion yen, up 33.5% from the previous fiscal year, exceeding the company plan of 1.3 trillion yen. The fiscal year ending 25/3 is expected to be 1.5 trillion yen, an increase of 0.6% from the previous fiscal year, which is almost the expected market level. The annual dividend is planned to be 50 yen, an increase of 9 yen from the previous fiscal year. However, treasury stock acquisitions were also announced for 80 million shares, which is 0.68% of the number of issued shares, up to 100 billion yen, but compared to the previous fiscal year results, it was at a low level, leading to sales materials.

＜6098＞ Recruit HD 7710 +644

Significant continued growth. Financial results for the fiscal year ending 24/3 were announced the day before, and operating profit was 402.5 billion yen, up 16.9% from the previous fiscal year, and the range plan for the fiscal year ending 25/3 is 3900-500 billion yen. The median range was 445 billion yen, up 10.6% from the previous fiscal year, slightly above the consensus level. As a capital policy, a policy to reduce net cash from 1.135.4 billion yen at the end of the fiscal year ending 24/3 to 600 billion yen in the fiscal year ending 26/3 was indicated, and expectations for aggressive shareholder return measures in the future also took precedence.

＜6533＞ Orchestra 1149 +150

Stops are highly proportional. Financial results for the first quarter were announced the day before, and operating profit was 430 million yen, up 49.5% from the same period last year, and the progress rate against the unchanged full-year forecast of 1 billion yen and a 30.6% increase from the previous fiscal year is 43%. Profitability in the DX business improved drastically after structural reforms, and the DM business also bottomed out due to increased orders from existing and new customers, as well as an increase in advertising budgets for large customers. There seems to be a situation where expectations for a V-shaped recovery in earnings are rising even higher.

＜4004＞ Resonac 3711 +34

A fight. Financial results for the first quarter were announced the day before, and operating profit was 8.94 billion yen, turning into a surplus from a deficit of 9.21 billion yen in the same period last year. The first half of the year plan was revised upward to 14 billion yen on 4/16, but the progress rate is around 64%, and it seems that evaluations are increasing as a profit improvement above expectations. The recovery in sales volume etc. of semiconductor materials, which is the main force, seems to be driving the recovery in business performance. It is now a form where people are aware of things such as a slight increase in full-year forecasts.

＜6254＞ Nomura Micro 5270 -180

A fight. Financial results for the fiscal year ending 24/3 were announced the day before, and operating profit was 10.6 billion yen, up 62.6% from the previous fiscal year, and landed at the upward revised level announced on 4/23. Meanwhile, the fiscal year ending 25/3 is expected to be 12 billion yen, up 12.7% from the same period, and the annual dividend is planned to be 70 yen, an increase of 7.5 yen from the previous fiscal year after considering the stock split. Guidance for the current fiscal year seems to be close to market expectations, but while expectations for recovery in the semiconductor market are high, there is also a sense of exhaustion in response to the forecast that the profit rate of increase will slow.