.TOPIX TOPIX
- 2751.990
- +14.630+0.53%
TOYOKUMO --- The number of paid contracts for cloud services has exceeded 15,000
Toyokumo ＜4058＞ announced on the 22nd that the number of paid contracts for cloud services it provides has exceeded 15,000. The company provides a total of 8 products: the safety confirmation system “Safety Confirmation Service 2” for enterprises, the “Toyokumo Kintone App” linked to the business improvement platform Kintone provided by Cybozu ＜4776＞, and the group scheduler “Toyokumo Scheduler” that can easily adjust schedules. many users
Teijin and others continued to rank, and Oasis Japan emerged as a major shareholder
Teijin ＜3401＞ is in the ranking (as of 14:32). 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 the situation of major shareholders. It is Oasis Management's Japanese stock investment fund known as a talkative shareholder, and it has become a source of buyers. Top turnover change rate [as of 5/23 14:32] (last 5 days average turnover comparison)
Tomoegawa Corporation --- dividend from surplus, 15 yen 00 sen per share
Tomoegawa Corporation ＜3878＞ announced on the 21st that it will pay dividends from surplus funds with 2024/3/31 as the reference date. The company aims to steadily increase shareholder value from a medium-term perspective, and positions proper return of profits to shareholders as the most important management issue. Dividends are based on continuing to implement stable dividends, comprehensively taking into account consolidated and individual performance levels, securing internal reserves, strengthening financial positions, etc., and be flexible
Sanflo Real Estate --- Implementing year-end dividends for the fiscal year ending 2024/3
Sun Frontier Real Estate ＜8934＞ announced on the 21st that it will pay dividends from retained earnings with 3/31 as the reference date. The company strives for long-term and stable return of profits to shareholders, secures investment funds for future growth, and at the same time takes into account strengthening financial stability, and has a basic policy of contributing comprehensively to shareholders' interests. The year-end dividend for the fiscal year ending 2024/3 will be 32 yen per share. The total amount of dividends is 1,553 billion yen, and the effective date is 6/26
Real estate stocks such as Mitsui Fumu are reluctant to decline, and the rise in domestic interest rates comes to a standstill due to the Bank of Japan operation “bill split” ◇
Mitsui Fudosan and Sumitomo Fudosan are reluctant to decline. Iida Group Holdings made the switch back after morning.
Okamoto Koki and others continue to rank, forming a capital and business alliance with Mitsui & Co.
Okamoto Koki ＜6125＞ is in the ranking (as of 13:32). Significant continued growth. A capital and business alliance with Mitsui & Co., Ltd. has been announced. A third-party allotment of shares was implemented for Mitsui & Co., and Mitsui & Co., Ltd. became the largest shareholder holding 29.71%. In addition to semiconductor-related equipment and machine tool businesses, partnerships in human resource strategies and corporate functions will also be carried out. Top volume change rate [as of 5/23 13:32] (last 5 days average volume comparison) code stock volume 5 day average volume volume change
Front market [stocks that have moved, stocks that have been created]
*Teijin ＜3401＞ 1573 +168 Oasis Japan has emerged as a major shareholder. *Ibiden ＜4062＞ 5842 +445 has a buying advantage as a semiconductor stock related to NVIDIA. *DISCO＜6146＞ 61600 +3930 US NVIDIA announced better financial results than expected. *Menicon ＜7780＞ 1367.5 +78.5 Ichiyoshi Securities raised its rating. *TOWA ＜6315＞ 14320 +780 related to generated AI similar to disco
JIG-SAW --- Sales of autonomous driving rollers jointly developed with Sakai Heavy Industries have been decided
JIG-SAW ＜3914＞ announced on the 22nd that it has decided to sell autonomous driving rollers that have been developed in collaboration with Sakai Heavy Industries ＜6358＞. At CSPI-EXPO, which is being held from the 22nd of this month, it was officially announced that “orders will begin to be accepted from 2024/10” for this autonomous driving roller. The name of this autonomous driving roller is ARMs (A: Auto R: Remote M: Manual). The company will continue to be Sakai Heavy Industries <6358
INPEX and petroleum resources are cheap, and the WTI price falls to the 77 dollar range◇
INPEX and petroleum resource development are cheap. The US crude oil futures exchange rate on the 22nd fell to 77.57 dollars per barrel, 1.09 dollars lower than the previous day for the July term of WTI (West Texas Intermediate). Since US crude oil inventories increased contrary to expectations according to the weekly inventory statistics announced by the US Energy Information Administration (EIA) on the 22nd, sales wary of slack in supply and demand became dominant.
Sharp, Sysmex, etc. (additional) Rating
Upgraded - Bullish Code | Stock Name | Securities Company | Conventional | After Change |------|----------|--------|--------|<9613＞|NTT DATA | City | “2” | “1” | Downgraded - Bearish Code | Stock Name | Securities Company | Conventional | After Change |------|------------
Teijin --- sharp backlash, Oasis Japan emerged as a major shareholder
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.
Fujisoft --- Implementation case to the Consumer Affairs Agency, realizes large-scale batch migration of 14 systems
Fujisoft ＜9749＞ announced an introduction case to the Consumer Affairs Agency on the 21st. A large-scale government cloud migration of 14 systems of the Consumer Affairs Agency and a network switch to the Government Solution Service (GSS) were implemented. This time, utilizing the company's advanced AWS-related technical capabilities and strengths such as abundant experience and know-how in construction/migration/operation/maintenance of government agency systems utilizing AWS, such as government cloud migration, this project was carried out in 6 months. nor
Shobido-- 2Q achieved an increase in sales, a 2-digit increase in profit, and an increase in sales excluding fashion accessories
Shobido ＜7819＞ announced consolidated financial results for the 2nd quarter (23/10/24 to 3/24) of the fiscal year ending 2024/9 on the 13th. Sales increased 5.9% from the same period last year to 10.616 billion yen, operating profit increased 12.8% to 646 million yen, ordinary profit increased 31.2% to 633 million yen, and quarterly net profit attributable to parent company shareholders increased 64.2% to 513 million yen. Sales of cosmetics increased 8.8% from the previous fiscal year to 4,028 billion yen. Withdrawn from the previous fiscal year due to strengthened sales to priority sales destinations
Maruun---In the fiscal year ending March 24, the material industry's handling volume decreased, and profit was increased by acquiring integrated logistics and fee revisions
Maruun ＜9067＞ announced consolidated financial results for the fiscal year ending 2024/3 on the 9th. Operating revenue decreased 3.4% from the previous fiscal year to 44.992 billion yen, operating profit increased 15.9% to 509 million yen, ordinary profit increased 15.1% to 704 million yen, and net income attributable to parent company shareholders increased 31.7% to 416 million yen. Freight transportation operating revenue decreased 3.8% from the previous fiscal year to 22.433 billion yen, and ordinary profit decreased 38 million yen to 64 million yen. Acceptance of orders and fees for integrated logistics operations in machinery business
Maezawa Takumi is ranked and the earnings forecast for the fiscal year ending 24/5 is revised upward
Maezawa Takumi ＜6489＞ is in the ranking (as of 9:32). rapid expansion. The earnings forecast for the fiscal year ending 24/5 was revised upward after trading ended the day before. Operating profit is expected to be 4.70 billion yen (up 45.6% from the previous fiscal year). It was raised by about 30% from the previous forecast. Sales are generally expected to be as predicted last time, but profits are expected to greatly exceed previous forecasts due to cost reductions etc. in retirement benefit accounting in addition to improved profit margins and cost reduction efforts. Top turnover change rate [as of 5/23 09:32] (
Air Tech -- 1Q sales declined, but equipment for the semiconductor/electronics field increased in terms of sales by product
Japan Airtech ＜6291＞ announced financial results for the 1st quarter (January to March 24) of the fiscal year ending 2024/12 on the 15th. Sales decreased 13.6% from the same period last year to 3.475 billion yen, operating profit fell 13.1% to 359 million yen, ordinary profit fell 11.1% to 386 million yen, and quarterly net profit fell 7.0% to 270 million yen. Compared to the previous 2nd to 4th quarter, the operating profit margin improved to 10.3% as a result of a decrease in various expenses, an increase in sales prices, and an increase in sales. The company is Papa
Knack --- the Kurikura business achieved an increase in sales and profit even though sales declined in the fiscal year ending March 24
Knack ＜9788＞ announced consolidated financial results for the fiscal year ending 2024/3 on the 15th. Net sales decreased 3.7% from the previous fiscal year to 54.966 billion yen, operating profit fell 12.6% to 2,823 billion yen, ordinary profit fell 10.1% to 2,916 billion yen, and net income attributable to parent company shareholders decreased 10.0% to 1,802 billion yen. Sales of the Kurikura business increased 3.4% from the previous fiscal year to 15.239 billion yen, and operating profit increased 5.3% to 1,704 billion yen. In the direct management division, the number of customers compared to the previous fiscal year
Academic Status--- The number of member registrations for “Asagaku Navi 2026 Internship & Career” increased by 182.9% compared to the previous year
Gakujo ＜2301＞ announced on the 21st that the number of member registrations for “Asagaku Navi 2026 Internship & Career” increased by 182.9% compared to the previous year as of the end of April. “Asagaku Navi 2026 Internships & Careers” provides information on internships, etc. with the aim of creating opportunities to deepen work understanding and self-understanding. Also, in response to students' heightened awareness of typo (time performance), ES (entry sheets) were created using ChatGPT
Oval --- Yamanashi Oval and Miyazaki Oval certified as Youth Yale certified companies
Oval ＜7727＞ announced on the 20th that its subsidiaries Yamanashi Oval and Miyazaki Oval have been certified as Youth Yale certified companies. A Youth-Yale certified enterprise is an enterprise certified by the Minister of Health, Labor, and Welfare based on the Youth Employment Promotion Law as an excellent small to medium enterprise that is active in the recruitment and development of young people and satisfies certain or higher standards, such as employment management conditions. Yamanashi Oval and Miyazaki Oval actively employ young people, and after joining the company, they conduct training based on education and training plans to nurture and educate the younger generation
Cultural Shutter, Design One Japan, etc. (Part 2)
＜5930＞Bunka Shutter Co., Ltd. Nippon Active Value Fund (NIPPON ACTIVE VALUE FUND PLC) Stock Ownership Ratio 7.13% → 8.21% Reporting Obligation Date 2024/05/15 ＜6025＞Japan PC Service Co., Ltd. Japan Best Rescue System Co., Ltd. Stock Ownership Ratio 22.08% → 0.00% Reporting Obligation Date 2024/03/29＜6025＞