East Electric ＜8035＞: 36080 yen (-740 yen)
decline. US Applied Materials, the largest semiconductor manufacturing equipment company, announced financial results for the fiscal year ending 2-4, sales and EPS exceeded market expectations, and sales forecasts for the May-July fiscal year also exceeded the market average. However, since high forecasts etc. were shown in part, the positive impact was limited, and it seems that stock prices are ahead of sales due to overtime transactions. It has led to negative material for the company. Also, semiconductor-related stocks in general are awaiting NVIDIA's financial results next week.
Sourcenext ＜4344＞: 194 yen (+10 yen)
Massive backlash. It is reported that the subsidiary Poketalk will launch a service to support measures for visitors to Japan at retail stores, etc. It seems that “Poketalk” is rented out, and a system that analyzes demand etc. by linking conversation content to language is provided as a set. User companies can grasp the interests and requests of visitors to Japan for each language through terminals, and use them for product display and inventory adjustments. Bic Camera decided to introduce it as the first step, and it seems that 12 stores will start on the 17th.
Nippon Steel Works ＜5631＞: 4,375 yen (+211 yen)
Significant continued growth. A financial results briefing was held the day before, and it seems that the forecast that the amount of orders received for defense projects for the fiscal year ending 25/3 will be 113 billion yen, a 60% increase from the previous fiscal year. The amount of orders received for the defense business increased from 36.1 billion yen in the fiscal year ending 23/3 to 70.5 billion yen in the fiscal year ending 24/3, and it seems that it accounts for 30% of the total. In addition to receiving orders for armored vehicles for the first time in February, they are also working on “railguns,” which are weapons that use magnetic fields generated from electrical energy to shoot bullets at high speed.
Mitsui Matsushima HD ＜1518＞: 5240 yen (-130 yen)
fight. According to the change report submitted the day before, it is clear that the joint ownership ratio of City Index Eleven has risen from 11.22% to 14.56%. The purpose of holding is to provide advice to management, important proposals, etc. according to investment and circumstances. It was revealed in the mass ownership report submitted on 5/13 that it emerged as a major shareholder of 6.97%, but since then, change reports on the increase in the ownership ratio have been submitted every day.
Yokoo ＜6800＞: 1959 yen (+183 yen)
Massive backlash. Ichiyoshi Securities raised the rating from “B” to “A,” and the fair value was also raised from 2000 yen to 3000 yen. In addition to the fact that CTC can be expected to recover more than expected, the earnings forecast was revised upward by changing the view that VCCS could maintain a high level. Operating profit for the fiscal year ending 25/3 is expected to be 5 billion yen, which exceeds the company plan of 4.55 billion yen, 3.1 times the previous fiscal year. The fiscal year ending 26/3 is expected to be 7 billion yen. There is a possibility that we will enter a period of re-expansion against the backdrop of medium- to long-term semiconductor demand expansion and sophistication.
Coconala ＜4176＞: 405 yen (-4 yen)
fight. The operating profit and loss forecast for the fiscal year ending 24/8 has been revised upward from the previous surplus of 0.1 billion yen to a surplus of 270 million yen (deficit of 126 million yen in previous fiscal year results). In addition to making the freelance support business Ann Consulting (Shibuya-ku, Tokyo) a wholly owned subsidiary, investments of over 200 million yen related to business development, such as advertising costs, labor costs, product development costs, etc. will slide into the next fiscal year and beyond. The acquisition price of Ann Consulting is not disclosed.
AHC Group ＜7083＞: 749 yen (+100 yen)
Stop height. It has been announced that a capital and business alliance will be formed with Manaby ＜92222＞ to promote DX at welfare field sites. The AHC Group plans to acquire 50,000 shares (3.18% ratio of issued shares) of Manaby shares held by Unimac (Kobe City) through relative transactions outside the market. The target of the business alliance is the construction of a new employment support environment by promoting DX in the disability welfare field, and it is said that the two companies will discuss specific policies and details in the future.
Kringle (4884): 602 yen (+28 yen)
Significant rebound for the first time in 3 days. It was announced that Sanno Medical Center (Minato-ku, Tokyo) was added as a clinical trial implementation facility in a phase 3 clinical trial (placebo-controlled double-blind comparison test) in which recombinant human HGF (hepatocyte growth factor) protein preparations (KP-100LI) are administered to patients with vocal cord scars. With this addition, case integration will proceed at 6 domestic facilities, such as the Kyoto Prefectural University of Medicine Hospital, etc., and it is expected that case integration will accelerate.