IBC --- Revision of Financial Estimates.
IBC <3920> announced on the 25th a revision to the financial estimates for the second quarter (cumulative) of the fiscal year ending September 2025 (October 2024 - September 2025). Revenue has been revised upwards from the previous estimate of 1.056 billion yen to 1.073 billion yen, operating profit from 0.17 billion yen to 0.252 billion yen, and ordinary profit from 0.192 billion yen to 0.262 billion yen. The net income attributable to shareholders has also been revised from 0.137 billion yen to 0.184 billion yen. The reason for the revision is due to the company's
Toyokumo --- Toyokumo's kintone integration service "FormBridge" has exceeded 4,000 contracts.
Toyokumo <4058> announced on the 24th that the number of contracts for their kintone integration service "FormBridge" has surpassed 4,000. FormBridge is a service that allows for efficient form creation and data collection by integrating with "kintone," a business improvement platform provided by Cybozu <4776>, and it is widely used as a tool to support business improvement and the promotion of DX.
After the buying phase, individual stock selection will be guided by the financial results.
The Nikkei average has risen for four consecutive trading days. It ended trading at 35,839.99 yen, up 134.25 yen (with an estimated Volume of 2 billion 10 million shares). Following the purchase of tech stocks in the US market last weekend and favorable movements from major companies' earnings reports, the Nikkei average started with a buying lead, shortly rising to 36,075.26 yen after the trading began, recovering to the 36,000 yen level for the first time in about four weeks since April 1. Additionally, due to the yen depreciating to around 143 yen per dollar, export-related stocks were repurchased.
Aftermarket [Stocks that moved and stocks that were traded]
*Sakura <3778> 3355 -410 operating profit is expected to decrease by 8.3% this period compared to 4.6 times in the previous period. *Youratech <1934> 1831 +70 operating profit increased by 53.8% in the previous period. This period's increase is expected to be 3.2%, providing a sense of security. *Mabuchi Motor <6592> 2185.5 +53.5 operating profit in the first quarter increased by 63.8%. *Osaka Steel <5449> 2561 -134 operating profit is expected to decrease by 24.0% in the previous period and 4.3% this period. *SBI Leasing <5834>
Stocks with a limit-up or limit-down in the afternoon session.
■ Price Limit Up <1777> Kawasaki Equipment Industry <338A> Zenmu Tech <4240> Cluster Technology <4288> Azgent <6016> Japan Engine Corporation <6201> Toyota Automatic Loom Works <6614> Shikino High-Tech <7018> Utsumi Shipbuilding <9235> Sellable Internet Advertising Group <9377> AGP ■ Price Limit Down <260A> Ortz * Includes temporary price limits up and down (indication price).
Sakura ranks in, discontent over the current period's Financial Estimates of declining operating profit.
Sakura (3778) has ranked in (as of 1:32 PM). During the lunch break period, the financial results for the fiscal year ending March 2025 were announced. The operating profit is 4.145 billion yen (4.6 times compared to the previous period). It landed about 21% above the previous estimates. Project acquisition has been strong. Contributing factors include that the cost rate was lower than expected. The operating profit for the fiscal year ending March 2026 is estimated to be 3.8 billion yen (an 8.3% decrease compared to the previous period). Given its strong growth image, it seems the market has reacted negatively to the projected decrease in profit this term. Volume change rate top [April 2.