Topic Stock Picks[Daytime Edition]: JAE, Kimura Unite, Renesas | Hot Stocks – Stock Search News

JAE From “Stock Search” multi-function chart

■Japan Aviation Electronics Industry <6807> 2,548 yen +217 Yen (+9.3%) As of 11:30 TSE Prime Top rate of increase
Japan Aviation Electronics Industry <6807> is growing rapidly. After the close of trading on the 24th, 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. Sales for this fiscal year are expected to increase by 1.9% from the previous fiscal year to 230 billion yen, and ordinary income is expected to increase by 8.4% to 16 billion yen. Additionally, the year-end dividend for the previous term has been revised up by 5 yen from the previous forecast, and the annual dividend forecast for this term is now 60 yen, an increase of 5 yen. Furthermore, the company announced that it will cancel 22 million shares (23.83% of the total number of issued shares) on May 17th, and this has attracted a lot of buyers. The exchange rate that is the basis for this fiscal year’s earnings forecast is 1 dollar = 145 yen. In the mobile device market, we expect some products to be affected by customers discontinuing production. On the other hand, demand for automobiles is expected to increase as advanced driver support systems and autonomous driving evolve. In the industrial equipment market, demand related to semiconductor manufacturing equipment is expected to recover in the second half of the year due to the spread of AI. Sales for the fiscal year ending March 2024 were 225,781 million yen, down 4.3% from the previous fiscal year, and ordinary income was 14,762 million yen, down 22.8%.

■Kimura Unity <9368> 1,780 yen +67 Yen (+3.9%) as of 11:30
Kimura Unity <9368> is solid. At 11:00 a.m. on the 25th, in conjunction with the announcement of the consolidated financial results for the fiscal year ending March 2024, we disclosed our business forecast for the fiscal year ending March 2025, predicting that sales for this fiscal year will be 63 billion yen, an increase of 2.4% from the previous fiscal year, and the final profit will be The forecast is for sales to increase 7.1% year on year to 3.3 billion yen. Continuing from the previous fiscal year, we expect to reach a new record high in profits. Coupled with the annual dividend forecast of 60 yen, an increase of 5 yen from the previous year, the company seems to have been well received. The plan is to secure an increase in profits by expecting a wage increase rate of 6% or more. In the mainstay logistics services business, the company expects to expand its area by promoting area strategies, and in the automobile services business, it also expects to see increases in sales and profits.

■Renesas <6723> 2,581 yen +59.5 Yen (+2.4%) As of 11:30
Renesas Electronics <6723> continues to rise and recovers to the 2,600 yen level, surpassing the 75-day moving average and showing signs of quickly eliminating its negative deviation from the 25-day moving average. The company announced its financial results for the January-March period of 2024 on the morning of the 25th, and its operating profit was 77,836 million yen, down 37% from the same period last year. Although the weaker yen provided a tailwind, demand for in-vehicle microcontrollers was weak. However, it appears that institutional investors have encouraged short sellers to buy back stocks through stock lending, which has buoyed the stock price. In the market, “The consensus was for operating profit in the first quarter to be 71 billion yen, and the fact that it was significantly higher than that has panicked short sellers.It also seems to be inviting follow-on buying due to the reasonable price.” (Medium-sized Securities) strategist).

■Ogaki Kyoritsu Bank <8361> 2,268 yen+42 Yen (+1.9%) As of 11:30
Ogaki Kyoritsu Bank <8361> is solid. After the close of trading on the 24th, the company announced that its net income for the fiscal year ending March 2024 appeared to have exceeded its plan by 3.2 billion yen, reaching 9.4 billion yen (up 94.8% from the previous period). This provided support for stock prices. Ordinary profit appears to have exceeded the plan by 4.3 billion yen at 14.4 billion yen (up 53.6% year on year). While profits from loan interest and commission transactions exceeded expectations, expenses are expected to be lower than planned.

■ Natori <2922> 2,126 yen+22 Yen (+1.1%) as of 11:30
Natori <2922> continues to grow. After the close of trading on the 24th, regarding the consolidated results for the fiscal year ending March 2024, sales were 47.5 billion yen (5.3% increase compared to the previous period), 1.8 billion yen higher than planned, and final profit was 290 million yen higher than planned. The company announced that it appears to have surpassed the yen by 1.4 billion yen (3.4 times higher than the previous year). At the same time, the company revised its year-end dividend forecast by 1 yen to 12 yen, which was received favorably. In addition to the effects of price revisions, measures such as cost control were successful. The annual dividend forecast is 23 yen (an increase of 1 yen).

■Nagoya Bank <8522> 6,830 yen+70 Yen (+1.0%) As of 11:30
Nagoya Bank <8522> increased for 4 consecutive days. After the close of trading on the 24th, the company announced that its consolidated results for the fiscal year ending March 2024 appeared to have come in at 10 billion yen (up 19.4% from the previous period), 1.5 billion yen higher than planned. Net interest income and profit on commission transactions exceeded expectations. In addition, the company has revised its year-end dividend forecast by increasing it by 40 yen to 100 yen. The annual dividend forecast is 180 yen (60 yen increase from the previous period). It seems that buying with a favorable impression of these factors pushed up the stock price.

■Eiken Chemical <4549> 2,016 yen+11 Yen (+0.6%) As of 11:30
Eiken Chemical <4549> is making a slight rebound. After the close of trading on the 24th, the company announced the cancellation of its treasury stock. It seems that there was some buying as they perceived that the potential risk of deterioration in supply and demand due to the re-release of stocks has receded. 1.5 million shares, equivalent to 3.75% of the total number of outstanding shares as of the end of March, will be canceled on April 26th.

■CUC <9158> 1,846 yen-331 Yen (-15.2%) as of 11:30
CUC <9158> has fallen sharply, hitting a new low since listing. After the close of trading on the 24th, 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. Revenue for this fiscal year is expected to be 42.9 billion yen, an increase of 29.9% from the previous fiscal year. Final profit is expected to fall 15.2% year on year to 2.2 billion yen, a decline from the previous year’s level, which exceeded the plan. The company also predicted that its adjusted final profit, which excludes the impact of foreign exchange gains related to loans to its U.S. subsidiary in the previous fiscal year, would increase 5.6% year on year to 2.2 billion yen, but disappointing sales are likely to increase. Ta. In the home visiting nursing segment, we anticipate a decline in sales of coronavirus-related services and other services, as well as a certain level of cost increase aimed at growing the U.S. business and creating synergies between businesses. Revenue for the fiscal year ending March 2024 was 33,025 million yen, 1,162 million yen more than planned (down 6.2% from the previous period), and final profit was 2,595 million yen, 562 million yen more than planned. (up 7.1% year on year). In addition to the impact of making a clinic operating company in the United States a consolidated subsidiary, there was also a foreign exchange gain related to intra-group loans to a US subsidiary, and results exceeded the plan.

■Meta water <9551> 2,008 yen-278 Yen (-12.2%) As of 11:30 TSE Prime Top Decline
Metawater <9551> has dropped significantly. After the close of trading on the 24th, the company announced its consolidated earnings forecast for the fiscal year ending March 2025, predicting sales of 170 billion yen, an increase of 2.7% from the previous fiscal year, and operating income of 9.0 billion yen, a decrease of 9.1% from the previous fiscal year. The company’s forecast of a decline in operating income for the first time in three years has been met with distaste. The dividend forecast is 48 yen, an increase of 2 yen from the previous fiscal year. In the financial results for the fiscal year ending March 2024, which were announced at the same time, sales increased by 9.9% from the previous period to 165,561 million yen, and operating income increased by 14.0% to 9,903 million yen. The overseas business, O&M (operation and maintenance) business, and PPP (public-private partnership) business performed well. At the same time, the company announced a medium-term management plan with the final year ending in March 2019. The plan is to aim for sales of 200 billion yen, operating profit of 13 billion yen, and ROE of 10% or more in the final year.

■Future <4722> 1,586 yen-156 Yen (-9.0%) As of 11:30 TSE Prime 2nd place in decline rate
Future <4722> has fallen sharply. After the close of trading on the 24th, the company announced that its consolidated earnings forecast for the fiscal year ending December 2024 would be revised downward from 10.15 billion yen to 9.9 billion yen (up 7.4% from the previous year). This is disgusting. The sales forecast has been raised from 63 billion yen to 70.2 billion yen (up 18.3% year on year), and the operating income forecast has been raised from 14.5 billion yen to 14.65 billion yen (up 6.9% year on year). The impact of the consolidation of corporate management support company Revamp has been factored into the forecast.

■Canon <7751> 4,125 yen-315 Yen (-7.1%) As of 11:30 TSE Prime 4th place in decline rate
Canon <7751> has fallen sharply for the first time in four days. The consolidated financial results for the first quarter of the fiscal year ending December 2024 (January to March), which were announced after the close of trading on the 24th, show that sales were 988,519 million yen, an increase of 1.8% from the same period last year, and operating income was 5.5 billion yen. ．Decrease of 2% to 80,083 million yen. Final profit increased by 6.3% year on year to 59,949 million yen, but the rate of progress against the full-year plan was slow at about 20%, and selling appears to have been predominant due to concerns about a downturn in business results. . Semiconductor lithography equipment performed well, mainly for use in power devices. On the other hand, sales of digital cameras as a whole decreased due to factors such as reducing the number of units shipped in order to clear inventory on the market.

■Pana HD <6752> 1,335 yen-58 Yen (-4.2%) as of 11:30
Panasonic Holdings <6752> is falling. After the close of trading on the 24th, the company announced that its final profit for the fiscal year ending March 2024 was 440 billion yen (up 65.7% from the previous period), 20 billion yen less than planned. Sellers, fed up with the downturn in business results, are predominant. Operating income came in at 360 billion yen (up 24.8% year on year), 40 billion yen less than planned. In addition to a provision for dealing with past manufacturing defects in the automotive battery business, we recorded an impairment loss on goodwill related to a subsidiary that handles automotive parts. Profits were lower than expected due to a deterioration in equity method profits and an increase in structural reform costs. On the other hand, due to factors such as the effects of the weaker yen, sales appear to have exceeded the plan by 100 billion yen, reaching 8.5 trillion yen (up 1.4% year on year).

■Fuji Koga E&C <1775> 6,450 yen-200 Yen (-3.0%) As of 11:30
Fuji Koga E&C <1775> has fallen sharply for the first time in four days. After the close of trading on the 24th, the company disclosed its earnings forecast for the fiscal year ending March 2025, along with the consolidated financial results for the fiscal year ending March 2024. Sales are expected to decrease by 9.3% from the previous fiscal year to 94 billion yen, and final profit is expected to decrease by 4.0% to 5.2 billion yen. In the previous fiscal year, profits were at a record high. In addition, the stock price had reached its highest price since listing on the previous day, and it appears that selling for the purpose of locking in profits became dominant. Due to the impact of several large-scale projects in the previous fiscal year, orders for this fiscal year are expected to decrease by 6.9% from the previous fiscal year to 100 billion yen. Sales for the fiscal year ending March 2024 were 103,649 million yen, an increase of 17.6% compared to the previous period, and final profit was 5,413 million yen, an increase of 19.3%, exceeding the plan. . In addition, the company has increased its dividend forecast for the previous fiscal year by 20 yen, and is planning an annual dividend forecast for this fiscal year of 190 yen, the same as the previous fiscal year.

■Fanuc <6954> 4,497 yen-116 Yen (-2.5%) as of 11:30
FANUC <6954> is declining. After the close of trading on the 24th, the company disclosed its earnings forecast for the fiscal year ending March 2025, along with the consolidated financial results for the fiscal year ending March 2024. Sales for this fiscal year are expected to be 746.4 billion yen, down 6.1% from the previous year, and final profit is expected to be 107.3 billion yen, down 19.4%. It is assumed that inventory adjustments will continue to have an impact on production. Although the company announced that it would buy back a total of 12.5 million shares (1.32% of the total number of outstanding shares excluding treasury stock) with a total purchase amount of up to 50 billion yen, it seems that the company’s performance outlook for this fiscal year was disfavored. . The exchange rates used as assumptions for the earnings forecast are 1 dollar = 135 yen and 1 euro = 150 yen. The acquisition period for own shares is from May 1st to April 30th, 2025. In addition, the company has decided to cancel 7,655,104 treasury shares, equivalent to 0.76% of the total number of outstanding shares, on May 31st of this year. Sales for the fiscal year ended March 31, 2024 were 795,274 million yen, down 6.7% from the previous period, and final profit was 133,159 million yen, down 21.9%. In addition, FANUC announced that it has been discovered that testing of Robocut products (wire electrical discharge machines) destined for Europe was conducted in a manner that did not comply with harmonized standards based on the European EMC Directive. A special investigation committee consisting of outside experts will be established to investigate the cause and formulate measures to prevent recurrence.

■Sakura Law <5189> 2,720 yen+500 Yen (+22.5%)Stop high buy price As of 11:30
Sakura Moriru <5189> has signs of Kai. After the close of trading on the 24th, regarding the consolidated results for the fiscal year ending March 2024, the final profit exceeded the plan from 410 million yen to 720 million yen (2.3 times compared to the previous period). Announced that it seems so. Furthermore, the company revised its annual dividend forecast by 40 yen to 90 yen, which was seen as positive. Sales exceeded the plan by 1.95 billion yen, reaching 13.35 billion yen (up 24.9% year on year). Orders from government agencies increased rapidly in the fourth quarter (January to March), and as we were able to deliver within the fiscal year, sales and profits significantly exceeded expectations. The annual dividend for the previous fiscal year was 25 yen, taking into account the stock split.

■Smart Value <9417> 472 yen+80 Yen (+20.4%)stop heightAs of 11:30
Smart Value <9417> is trading at 472 yen, an 80 yen increase from the previous business day, which is the stop high level. At 10 a.m. on the 25th, the company announced that it had entered into a basic agreement with Sakura Internet <3778> regarding marketing activities to jointly promote the digitalization of administrative systems. Buyers took this as a clue. In Sakura Net’s IaaS type public cloud “Sakura Cloud”, Sumaba’s cloud service group “Gabukura” for local governments is being deployed. In addition to jointly holding seminars to promote digitalization, the migration of the regional information platform “SMART L-Gov” provided by Gabu-Kura to Sakura’s cloud will be completed by the end of 2027. Furthermore, regarding the public facility reservation system for local governments that Smava is jointly developing with WingArc 1st <4432>, we are proceeding with the construction of it on the Sakura cloud. The system is scheduled for service release later this month.

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