Taiseiken ＜1801＞: 5877 yen (+314 yen)
Massive backlash. Nomura Securities has upgraded investment decisions from “neutral” to “buy,” and the target stock price has also been raised from 5,300 yen to 6900 yen. It also seems that gross profit from domestic construction and sales profit forecasts for policy holdings have been revised upward in the medium term. In addition to expecting a recovery in profitability when receiving orders for the construction business in the future due to tenacious price negotiation efforts, it is also assumed that shareholder returns such as company stock buybacks will expand after the fiscal year ending 26/3 due to progress in sales of policy holdings. Operating profit for the fiscal year ending 26/3 is expected to expand to 107 billion yen.
Hiyama village glass ＜5210＞: 1977 yen (+400 yen)
The stop is high. According to the mass ownership report submitted last weekend, it has become clear that the MI2 joint ownership ratio has reached 5.35%. The purpose of ownership is to make advice, important proposals, etc. to management according to investment and circumstances. MI2 is a fund where Mr. Takaki, the eldest son of Mr. Murakami Yoshiaki, served as the representative director, and it seems that it follows the trend of the old Murakami Fund system. It seems to be a development where requests for future stock purchases and expansion of shareholder return measures are speculated.
Tohokushinsha ＜2329＞: 1294 yen car -
Buying spirit. Financial results for the fiscal year ending 24/3 were announced last weekend, and operating profit was 2.68 billion yen, down 36.3% from the previous fiscal year, and the fiscal year ending 25/3 is also expected to decrease 19.2% to 2.16 billion yen. Meanwhile, the annual dividend for the fiscal year ending March 24 has been raised from the previous plan of 19 yen to 78 yen. The same level is planned for the fiscal year ending 25/3, but it seems that quarterly dividends will also be implemented. In the mid-term plan, it is clearly stated that cash of approximately 50 billion yen will be utilized in a well-balanced manner over 5 years for “structural reforms,” “M&A,” and “shareholder returns,” and it seems to be the background of this dividend increase.
C&F Logi HD ＜9099＞: 4,500 yen (+700 yen)
The stop is high. It is reported that it became known that SGHD would embark on an acquisition of the company. Currently, AZ-COM Maruwa is doing TOB for 3000 yen per share for the company, and it is expected to play a white role. The company “reserves” expressions of opinion against AZ-COM Maruwa's TOB, and it has also been clarified that they are receiving counterproposals from other companies, and the current stock price has been moving at a level above 3000 yen. SGHD also has a policy of adding a premium to the current stock price and doing TOB.
Shin-etsuka ＜4063＞: 6146 yen (+306 yen)
Massive backlash. It has announced the implementation of treasury stock acquisitions with an upper limit of 22 million shares and 100 billion yen, which is 1.1% of the number of issued shares. The acquisition period is from 5/20 to 11/29. The purpose of the acquisition is to improve capital efficiency and part of shareholder returns. It seems that all shares acquired are scheduled to be written off on December 6. The acquisition quota will be at the level of 100 billion yen or more for 3 consecutive years. The announcement after the announcement of financial results can also be seen as an expression of the company's awareness of the low stock price level.
T&S (4055): 1,824 yen (+116 yen)
Significant rebound for the first time in 3 days. It has been announced that a new subsidiary will be established to promote human resource utilization within the group through recruitment, recruitment, and education of engineers. The name is “TS System Solutions” (Yokohama City), and the business is scheduled to begin in June. Since demand is strong, mainly for system development in the semiconductor field, heavy electronics, social infrastructure, etc., which are the company's main areas, it is said that it was determined that securing and expanding excellent engineer resources is essential in order to respond to customer requests.
NetStars ＜5590＞: 816 yen (+47 yen)
Significantly higher. It has been announced that the stock investment study session “Shonan Investment Study Group” for individual investors will take the stage at the online briefing session hosted on the 23rd. CFO Adachigen will explain the company overview, business overview, etc. It is said that there is also time for questions and answers. In addition to expectations that positive statements will be made about future results at the briefing session, it seems that there are signs that the stock price has stopped falling since the most recent low (733 yen) was applied on the 16th also leading to a sense of buying security.
QPS Research Institute ＜5595＞: 3240 yen (+266 yen)
Significant backlash. It has been announced that the first image (first light) acquired by the small SAR satellite QPS-SAR7 “Tsukuyomi-II,” which was launched on 4/8, has been released. It is said that Unit 7 will be able to perform high-frequency observations of Unit 6 or higher, which was put into sun-synchronous orbit in 23/6. In the future, after first image acquisition etc. using the high definition mode (spotlight) for sale, steady operation will begin during the 1st quarter of the fiscal year ending 25/5 about 3 months later, and image sales are expected to begin.