Maezawa Kogyo ＜6489＞: 1,348 yen (+126 yen)
Significant continued growth. An upward revision of earnings for the fiscal year ending 24/5 was announced the day before. Ordinary profit was raised from the previous forecast of 3.7 billion yen to 4.8 billion yen, an increase of 43.5% from the previous fiscal year. There were upward expectations from the situation up to the 3rd quarter, but the range of revisions seems to have been greater than expected. It also seems that it will be the highest profit update for the first time in 28 fiscal years. In addition to profit margin improvements and cost reduction efforts, cost reductions in retirement benefit accounting etc. are factors in upward revisions.
Teijin ＜3401＞: 1,573 yen (+168 yen)
Massive backlash. The materials of the Annual General Meeting of Shareholders have been disclosed today, and it has become clear that Oasis Japan Strategic Fund is the 7th largest shareholder with 2.49% in terms of the majority shareholder situation. It is Oasis Management's Japanese stock investment fund known as a talkative shareholder, and it seems that pressure on stock price level correction measures, etc. which are currently well below PBR 1 times will increase.
JCR Pharma ＜4552＞: 569 yen (-17 yen)
The sharp decline continued. Nomura Securities downgraded investment decisions from “buy” to “neutral,” and the target stock price was also lowered from 1800 yen to 600 yen. It is clearly stated that overseas development of new drugs will shift to a system carried out in-house, and it seems that they have determined that the accuracy of deriving new drugs has decreased. Earnings forecasts have been revised downward by anticipating a decrease in contract fee income, etc. It seems that the number of catalysts affecting stock prices will decrease for some time to come.
Menicon ＜7780＞: 1367.5 yen (+78.5 yen)
Massive backlash. Ichiyoshi Securities continues to have a fair value of 2,100 yen, and the rating has been raised from “B” to “A”. The background is that valuation adjustments have progressed due to falling stock prices, and it is thought that the supply capacity situation, which had a sense of blockage, will gradually be resolved as new factories and equipment enhancements at home and abroad will progress in the future. Since the stock price had declined one step from the low price rivalry to the day before, it led to a form that led to cool buying material.
Disco ＜6146＞: 61600 yen (+3930 yen)
Significant continued growth. It was an announcement of US NVIDIA's financial results for the fiscal year ending February 4, which attracted attention, but sales were 3.6 times compared to the same period last year, and EPS was 5.6 times higher, respectively, significantly exceeding market expectations. Also, the sales plan for the May-July fiscal year is at a level that exceeds market expectations. Since NVIDIA announced good financial results that further exceeded the consensus, which had raised expectations, NVIDIA rose drastically by about 6% outside of hours. Domestic semiconductor-related matters are also being bought ahead in general, and the level of attention is growing for companies that are interested in generative AI semiconductor-related matters in particular.
Eyes ＜5242＞: 2462 yen (+412 yen)
The price has been high since the beginning of the year. It has been announced that the cumulative number of leads providing project matching functions for the advertising industry platform “Media Radar” operated by the company has exceeded 1500. It is a function that can receive proposals from multiple media companies, and since free provision for members began on 23/4/3, it has increased by about 50 times. Also, it is said that the ratio of the number of provided leads with a budget of “1 million yen or more” has also expanded from 3% to 46%.
Carrier ＜6198＞: 395 yen (+35 yen)
The price has been high since the beginning of the year. The affiliated company JR West Carrier (Osaka City) has announced that it will start a new human resource matching platform service “JOB JOB GO” from the 27th. Against the backdrop of the JR West ＜9021＞ brand power, regional understanding, and cooperative system of affiliated companies, we aim to resolve labor shortages and revitalize the region by utilizing our own human resources pool and the JR West Group's railway network, etc. The carrier subsidiary Prenitude (Shinjuku-ku, Tokyo) is involved in system development.
LaboroAI ＜5586＞: 1,728 yen (+78 yen)
A significant increase of 4 days. According to the financial results for the fiscal year ending 24-2-4 of NVIDIA, a major US semiconductor company, it was reported that net profit was 14.881 billion dollars, 7.3 times the same period last year, and sales were 26.44 billion dollars 3.6 times the same period last year, and purchases are being made as related stocks. In reports, it is accepted that it “surpassed market expectations and showed the strength of demand for semiconductors for artificial intelligence (AI),” and it seems that in addition to Laboro.AI, the brunt of hunting for AI-related stocks such as data section ＜3905＞ is being directed.