Topic Stock Picks[Daytime Edition]: Nomura Micro, Nikon, GENDA | 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 As of 11:30, TSE Prime top rate of increase
Nomura Micro Science <6254> rose significantly with a positive start. 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.

■Nikon <7731> 1,731 yen +167.5 Yen (+10.7%) As of 11:30 TSE Prime 3rd place in increase rate
Nikon <7731> has increased significantly for three consecutive days. Stock prices rose more than 10% from the previous day, marking a 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.

■GENDA <9166> 3,390 yen +320 Yen (+10.4%) as of 11:30
GENDA <9166> has been increasing significantly for three days in a row. 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.

■Komeri <8218> 3,745 yen +335 Yen (+9.8%) As of 11:30 TSE Prime 4th 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 has also announced that it will buy back its own shares, which has 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.

■Free bit <3843> 1,510 yen+113 Yen (+8.1%) As of 11:30 TSE Prime 7th in increase rate
Freebit <3843> has been increasing significantly for three days 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.

■Tekken Construction <1815> 2,910 yen+192 Yen (+7.1%) As of 11:30 TSE Prime 10th 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 is attracting buyers who appreciate 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.

■Fumaru HD <7128> 2,308 yen+149 Yen (+6.9%) as of 11:30
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.

■Tokyo Electron <8035> 34,590 yen+2,090 Yen (+6.4%) as of 11:30
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 these, East Elec, the largest semiconductor manufacturing equipment company, has been bought as a symbolic stock, and it has by far the largest contribution to the Nikkei average, pushing up the Nikkei average by about 150 yen per stock (as of 9:40 am).

■HOYA <7741> 18,545 yen+1,000 Yen (+5.7%) As of 11:30
HOYA<7741> opened the window and reached upwards. After the close of trading on the 23rd, a follow-up report on the group’s system failure was disclosed. Many business divisions said that their systems had been restored, and it appears that many buyers believed that all bad news had been exhausted. Although some divisions have had to extend delivery dates due to backlogs of orders, production activities and supply systems are generally returning to normal. Regarding future business results, the company said it will closely examine the impact and promptly announce any matters that should be disclosed.

■Shimano <7309> 25,520 yen+1,375 Yen (+5.7%) As of 11:30
Shimano <7309> updated its highest price since the beginning of the year with three consecutive days of growth. After the close of trading on the 23rd, it was announced that the consolidated earnings forecast for the fiscal year ending December 2024 would be revised upward from 54 billion yen to 66.3 billion yen (up 8.4% from the previous year). The company has also announced plans to buy back its own shares, which are viewed favorably and are being bought. Contributing factors include non-operating income due to the impact of the depreciation of Asian currencies due to the strengthening of the dollar, and the continued popularity of road bikes in the Chinese market, which resulted in some sales being brought forward. There are no changes to the sales forecast. Regarding share buybacks, the upper limit for repurchasing has been set at 1 million shares (1.11% of outstanding shares excluding treasury stock) or 26 billion yen. The period is from April 24th to March 31st of next year.

■NOK <7240> 2,238 yen+109.5 Yen (+5.1%) As of 11:30
NOK <7240> has been rapidly increasing and has been at its highest price since August 2018, the first time in about 5 years and 8 months. After the close of trading on the 23rd, the company announced that it had revised its year-end dividend forecast for the fiscal year ending March 2024 by 12.50 yen to 50 yen. It seems that some buyers viewed this as a positive. The annual dividend forecast is 87.50 yen (an increase of 12.50 yen from the previous period). The company’s medium-term management plan until the fiscal year ending March 2026 is to aim for a dividend on equity ratio (DOE) of 2.5% or higher. The dividend amount has been revised based on the consolidated business performance for the fiscal year ending March 2014, which is currently being compiled, and the outlook for future cash levels.

■Vision <9416> 1,122 yen+47 Yen (+4.4%) As of 11:30
Vision <9416> rose three times in a row. After the close of trading on the 23rd, the company announced plans to pay an interim dividend of 11 yen, a year-end dividend of 14 yen, and an annual dividend of 25 yen for the fiscal year ending December 2024, which seems to have been well-received. The company’s performance in the previous fiscal year was strong, and it has been determined that it has established a financial base and environment that will allow it to return profits to shareholders while making growth investments.

■Softbank Group <9984> 7,744 yen+226 Yen (+3.0%) As of 11:30
SoftBank Group <9984> has made a major comeback. From the 15th of last week to the 22nd of this week, the stock consistently searched for lower prices and fell for 6 business days in a row, devaluing the total by nearly 1,000 yen, but this is highly correlated with the NASDAQ Composite Stock Price Index of the U.S. stock market. There was a price movement. In line with the NASDAQ index, the company’s stock finally stopped falling the previous day, and as the NASDAQ index continued to rise significantly the previous day, SoftBank G’s stock price followed suit, making it easier for investors to buy the stock due to its affordability. . The stock price of British semiconductor design company Arm Holdings (ARM), which is affiliated with the company, has recently rebounded in the US stock market, which is also having a positive effect.

■Resonac <4004> 3,435 yen-276 Yen (-7.4%) As of 11:30 TSE Prime 2nd place in decline rate
Resonac Holdings <4004> continues to decline significantly. After the close of trading on the 23rd, the company announced that it would issue Euroyen-denominated convertible bonds (CB) with stock acquisition rights to raise 100 billion yen. It appears that there was a sell-off due to concerns about dilution of earnings per share due to CB’s stock conversion. The payment date is May 13th, and the redemption date is December 29th, 2028. Of the funds raised, approximately 40 billion yen will be used for capital investments such as semiconductor materials, and approximately 60 billion yen will be used to repay long-term loans.

■Nidek <6594> 6,491 yen-254 Yen (-3.8%) As of 11:30 TSE Prime 6th place in decline rate
Nidek <6594> is weak. 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 for this fiscal year is expected to be 165 billion yen, an increase of 31.6% from the previous fiscal year, which is a record high for the first time in three years, but the investment is considered to be unsatisfactory as the profit level is below the market’s expectations. It appears to have encouraged the sale of the house. The annual dividend forecast is 80 yen, an increase of 5 yen. Sales are projected to increase 2.2% year on year to 2.4 trillion yen. The exchange rates used as assumptions for the business forecast are set at 1 dollar = 145 yen and 1 euro = 155 yen. The company has changed its strategy to prioritize profitability for traction motors for EVs (electric vehicles) destined for China, but will begin mass production for Europe from this fiscal year. As part of our generative AI-related business, we plan to significantly expand our production capacity for water cooling modules for data centers. Sales for the fiscal year ended March 31, 2024 were 2,348,202 million yen, an increase of 4.7% compared to the previous period, and final profit was 125,387 million yen, an increase of 2.8 times.

■Linkers <5131> 220 yen+50 Yen (+29.4%)stop height As of 11:30
■On deck <7360> 1,133 yen+150 Yen (+15.3%)stop heightAs of 11:30
Linkers <5131> continues to grow rapidly. After the transaction closed on the 23rd, the company announced that it would partner with OnDeck <7360> in the M&A business. It seems that there was some buying taking this as a factor. On deck is also expensive. The two companies will collaborate in three areas: M&A support, platform development, and business matching. In addition to supporting the growth of client companies through M&A advisory services in the manufacturing industry, Linkers will provide know-how and knowledge to OnDeck’s platform development for corporate alliances. Furthermore, we have introduced on-deck the SaaS business matching system “Linkers for Business” provided by Linkers. We will establish a system to support a wide range of customer needs other than M&A.

■Be Map <4316> 494 yen+80Yen (+19.3%)Stop high buy priceAs of 11:30
Bee map <4316> is showing signs of change. After the close of the transaction on the 23rd, the development of AI for monitoring services that utilizes electricity data, which has been developed in collaboration with two venture companies from the University of Tokyo and Tokyo University of Science, will be completed and will be provided. Announced when it starts. It seems that there was some buying taking this as a factor. The company was collaborating with two companies: CryptoAI (Shibuya Ward, Tokyo), which is run mainly by students enrolled at Tokyo University of Science, and Emerade (Bunkyo Ward, Tokyo), a venture from the University of Tokyo. In preparation for the start of provision, we will build an easy-to-use service system, and will also proceed with discussions with multiple business operators regarding tie-ups for emergency services. We will begin providing services in stages as soon as we can make arrangements with partner companies.

●Stop high stocks
On deck <7360> 1,133 yen+150Yen (+15.3%)stop heightAs of 11:30
4 brands such as

●Stop low stocks
none

Stock search news