Otsuka Corporation - Significant decline, first quarter results were good but did not meet market expectations.

Significant decline. The first-quarter financial results were announced the day before. The operating profit is 21.2 billion yen, an increase of 22.8% compared to the same period last year. As the end of Windows 10 Resistance approaches in October, the demand for updates has become prominent, and the passengers carried of PCs seem to be expanding. However, expectations for this increase in demand were originally high, and market forecasts appear to be about 1 billion yen lower. The rise in profit margin seems to have been more limited than expected. The full-year Financial Estimates remain at 85 billion yen, an increase of 14.3% compared to the previous term.

Fisco Japan21:37 ET

Murata Manufacturing is ranked, and this period's guidance is significantly below consensus.

Murata Manufacturing Co., Ltd. <6981> has ranked in (as of 9:32 AM). A sharp decline. The company announced its financial results for the fiscal year ending March 2025 the previous day, reporting an operating profit of 279.7 billion yen, which is a 29.8% increase compared to the previous year, but the market estimates fell short by nearly 30 billion yen. For the fiscal year ending March 2026, the forecast is 220 billion yen, a 21.3% decrease, significantly below the consensus of approximately 345 billion yen. A Share Buyback has been announced, but negative perception toward the substantial downward revision of guidance is prevailing. Top changes in Volume [May 1, 09:

Fisco Japan20:37 ET

May 1st [Today's Investment Strategy]

[Fisco Selected Stocks]【Material Stocks】 Roadstar Capital <3482> 2530 yen (4/30) engages in Real Estate Investment using its own funds. The first quarter financial results have been announced. The operating profit is 5.55 billion yen (2.1 times that of the same period last year). A hotel property in Tokyo was sold, and three new office buildings, etc., were acquired. The assets under management in the asset management business have exceeded 130 billion yen, significantly surpassing the 90 billion yen at the end of the same period last year. The operating profit for the fiscal year ending December 2025 is

Fisco Japan19:57 ET

Rating [Securities companies rating]

Upgraded - Bullish Code Stock Name Securities Company Previous Changed After -------------------------------------------- <8968> Fukuoka REIT Mizuho "Hold" "Buy" Downgraded - Bearish Code Stock Name Securities Company Previous Changed After -------------------------------------------- <7752> Ricoh Daiwa "2" "3" <3481> Mitsubishi Logistics Mizuho "Buy" "Hold" <9602> Toho.

Fisco Japan19:26 ET

Pay attention to Strike and Mitsubishi Warehouse, while M&A Research Institute and Emplus may be sluggish.

In the US stock market on the 21st, the Dow Jones Industrial Average rose by 141.74 points to 40,669.36, the Nasdaq Composite Index fell by 14.98 points to 17,446.34, and the Chicago Nikkei 225 Futures increased by 135 yen compared to the Osaka daytime to 36,165 yen. The exchange rate is 1 dollar = 143.00-10 yen. In today's Tokyo market, Roadstar <3482> announced that its operating profit in the first quarter increased 2.1 times compared to the same period last year, and Simplex HD <43> projected an operating profit increase of 22.1% from the previous period and 17.5% for the current period.

Fisco Japan19:15 ET

List of cloud penetration stocks [Ichimoku Kinko Hyo - List of cloud penetration stocks]

○ List of stocks breaking through the clouds Market Code Stock Name Closing Price Leading Span A Leading Span B Main Board <1835> Toei Iron Works 3155 3082.25 3129.5 <1899> Fukuda Corporation 5320 5287.55 127.5 <1946> Toenek 1130 1003.59 97.5 <1964> Chugai Boiler 3780 3752.53 590 <1975> Asahi Corporation 2139 2043.25 213

Fisco Japan18:58 ET