Hot stock pick-up[evening edition](1): Nomura Micro, KOA, Nikon | Hot stocks – Stock search news

Nomura Micro From “Stock Search” multi-functional chart

■Nomura Micro <6254> 5,460 yen +705 Yen (+14.8%)stop height Today’s closing price TSE Prime top rate of increase
Nomura Micro Science <6254> has soared. As the semiconductor industry in general has been under pressure from selling to avoid risk, the company’s stock has also been forced to move in a lackluster manner, but today it has suddenly rebounded, making it clear that the trend is about to change. The company is a major manufacturer of ultrapure water equipment primarily for use in semiconductors, and its business performance has been strong due to the growing demand for cutting-edge semiconductors, mainly for use in generated AI. After the close of trading on the 23rd, a revision to the business forecast for the fiscal year ending March 2024 was announced, with operating income increasing from the previous forecast of 9.65 billion yen to 10.6 billion yen (62% increase from the previous period), the first 10 billion yen. It is expected that the company will reach the yen level and record its highest profit in a row. In addition, on the back of strong business results, shareholder returns have been strengthened, and the annual dividend for the fiscal year ending March 2024 is planned to be 250 yen, an increase of 90 yen from the previous plan (previous year’s actual result was 150 yen), which will come as a surprise and attract investment funds. It became.

■KOA <6999> 1,602 yen+177 Yen (+12.4%) Today’s closing price TSE Prime 2nd in increase rate
KOA<6999> soared. After the close of trading on the 23rd, in conjunction with the announcement of consolidated financial results for the fiscal year ending March 2024, the company disclosed its earnings forecast for the fiscal year ending March 2025. The final profit is projected to be 3.2 billion yen, an increase of 15.6% from the previous year. Since the stock price had been lagging behind the overall market price, it appears that the company’s final profit increase forecast prompted reassessment and buying. Sales for this term are projected to be 71.9 billion yen, an increase of 10.9% year on year. The assumed exchange rate is 1 dollar = 145 yen. Against the backdrop of prolonged inventory adjustments in the industrial equipment and home appliances fields and the stagnation of the Chinese economy, the current fiscal year’s sales and operating income (expected to be 3.9 billion yen, an increase of 17.7% compared to the previous fiscal year) have exceeded the expectations set out in the medium-term plan. It is expected that this will fall below the level expected. On the other hand, demand for electronic components for automobiles is expected to remain steady. The company is of the view that the sales volume of high voltage detection dividers will continue to increase.

■Komeri <8218> 3,790 yen+380 Yen (+11.1%) Today’s closing price TSE Prime 3rd in increase rate
Komeri <8218> has risen significantly, setting a new year-to-date high. After the close of trading on the 23rd, the company announced its consolidated earnings forecast for the fiscal year ending March 2025, predicting sales of 388 billion yen, an increase of 4.7% year on year, and operating income of 24.3 billion yen, an increase of 10.0%. In addition to forecasting a dividend of 54 yen, an increase of 2 yen from the previous period, the company also announced that it would carry out share buybacks, which attracted many buyers. The company plans to continue working to expand store openings. In the financial results for the fiscal year ending March 2024, which were announced at the same time, sales were 370,752 million yen, down 2.3% from the previous period, and operating income was 22,081 million yen, down 15.2%. Sales of gardening supplies were sluggish due to the unseasonable weather that had continued since early spring and record-breaking heat in the summer. In addition, sales of heating supplies, cold-weather clothing, and snow removal supplies were weak due to the trend toward warmer winters and less snowfall. Regarding share buybacks, the upper limit for repurchasing has been set at 600,000 shares (1.24% of outstanding shares excluding treasury stock) or 2 billion yen. The period is from April 24th to July 19th.

■Nikon <7731> 1,725 ​​yen+161.5 Yen (+10.3%) Today’s closing price TSE Prime 5th in increase rate
Nikon <7731> has increased significantly for three consecutive days, setting a new year-to-date high. The report on large holdings submitted on the 23rd revealed that Silchester International Investors, a British investment fund, held 5.02% of the shares. Silchester is known as an activist shareholder, and its purpose is to “request the issuer to increase dividends, the frequency or total amount of treasury stock purchases, the cancellation of treasury stock, and other changes in capital policy.” The reporting obligation is due on the 22nd.

■Fumaru HD <7128> 2,329 yen+170 Yen (+7.9%) Today’s closing price TSE Prime 7th in increase rate
Furusato Maruka Holdings <7128> rose sharply for the third day in a row. After the close of trading on the 23rd, the final profit forecast for the fiscal year ending December 2024 was revised upward from 4.2 billion yen to 5.27 billion yen (12.2% increase from the previous fiscal year) due to the recording of extraordinary profits from the sale of investment securities. did. In addition, the annual dividend forecast for this term has been revised to 97 yen (an increase of 31 yen from the previous year) by adding a special dividend of 22 yen to the year-end dividend, which appears to be viewed positively. Based on the policy of reducing cross-shareholdings, securities of 38 companies were sold. Gain on sale was 1.54 billion yen. The company plans to continue selling cross-shareholdings in the future.

■Tekken Construction <1815> 2,927 yen+209 Yen (+7.7%) Today’s closing price TSE Prime 9th in increase rate
Tekken Construction <1815> has risen sharply, showing a sudden move to break above the 5th and 25th moving averages, which converge at around 2,700 yen. The company has strengths in railway construction, and has JR East <9020> as its largest shareholder and major customer.Completion profits have expanded due to the large amount of work in hand, and recent business performance has exceeded the company’s expectations. There is. Foreign exchange gains also contributed to the improvement in non-operating income. After the close of trading on the 23rd, the company announced revisions to its earnings forecast for the fiscal year ending March 2024, with ordinary income significantly increasing from the previously planned 1 billion yen to 2.27 billion yen (2.4 times compared to the previous period). This attracted many buyers who were impressed by this. On the same day, the company also announced a new medium-term management plan, aiming for an operating profit of over 8 billion yen in the fiscal year ending March 2029 (current plan is 950 million yen), which was also seen as positive.

■Free bit <3843> 1,502 yen+105 Yen (+7.5%) Today’s closing price TSE Prime 10th in increase rate
Freebit <3843> rose sharply and increased for the third day in a row. After the close of trading on the 23rd, the company announced revisions to its consolidated earnings forecast for the fiscal year ending April 2024. The company has increased its final profit forecast for this term by 300 million yen to 3.3 billion yen (84.2% increase from the previous year). Furthermore, the company and its subsidiary Giga Prize have announced that they will strengthen technological collaboration with Alps Alpine <6770> and NEC Nets SI <1973> in the 5G and Web 3 fields, which is expected to have a positive impact on business results. It seems that there has been some buying. In addition to stable earnings in the 5G infrastructure support business, efforts to improve efficiency through user acquisition measures in the Tone Mobile business were also successful. An increase in deferred tax assets will also contribute. In addition, Freebit Group, Alps Al, and NESIC plan to launch an experiential test called “LIVE! LIVINGTOWN” at the complex facility “LIVINGTOWN Minato Mirai” operated by the GigaPrize Group, where people can get a feel for smart homes and smart towns. We will provide 5G and Web3 solutions that meet needs in a wide range of fields.

■GENDA <9166> 3,295 yen+225 Yen (+7.3%) Today’s closing price
GENDA <9166> has increased significantly for three consecutive days. After the close of trading on the 23rd, the company announced that it would split its shares into 2-for-1 shares on June 1st, with May 31st as the record date. Regarding the profit forecast for the first quarter (February to April) of the fiscal year ending January 2025, the company announced that operating profit, which was previously expected to decline, is now expected to increase even after taking into account goodwill amortization. It seems that some buyers were impressed by these factors and pushed up the stock price. The growth rate of same-store sales for game centers and karaoke is trending higher than expected. In addition, the company has also disclosed that its consolidated subsidiary will acquire the shares of Amex (Gifu City, Gifu Prefecture), which is involved in the amusement facility business, and make it a subsidiary.

■Tokyo Electron <8035> 34,810 yen+2,310 Yen (+7.1%) Today’s closing price
Tokyo Electron <8035> has suddenly risen to the 34,000 yen level. It has recently surpassed the 75-day moving average, which has been the line of attack and defense. There has been a noticeable sell-off in semiconductor-related stocks, but this seems to be due to increased selling by foreign institutional investors who have lowered their risk tolerance as they adjust their holdings while U.S. high-tech stocks have fallen in value. Recently, the US stock market has been showing signs of recovery, mainly in semiconductor-related stocks, so buying aiming for a rebound has become dominant. On the evening of the 23rd local time, Texas Instruments , a major U.S. semiconductor company, announced its financial results for the January-March period, and its earnings per share were better than market expectations, and its earnings forecast for the April-June period also exceeded the consensus. The company’s stock was bought after hours as this was viewed favorably. This trend has spread to the Tokyo market, inducing buybacks in semiconductor-related sectors. Among them, East Elec, the largest semiconductor manufacturing equipment company, was bought as a symbolic stock and contributed by far to the Nikkei average, pushing up the Nikkei average by 226 yen per stock.

■JEH <5889> 2,182 yen+144Yen (+7.1%) Today’s closing price
Japan Eyewear Holdings<5889> is rapidly growing. On the 24th, the company announced that it will acquire the shares of Taihou (Sabae City, Fukui Prefecture), which manufactures eyeglass frames, and make it a subsidiary. By making the company, which manufactures metal frames and plastic frames, a subsidiary, JEH can expect to strengthen its manufacturing capabilities. It appears that there was some buying in anticipation of a positive impact on business results due to the expansion of the product supply system.

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