Global Security [Emerging Markets Rating List]
"Tokai Tokyo" <4417> Global Security OUTPERFORM maintained * The ratings for each of the above companies are based on our confirmation as of May 9.
Expectations for progress in the Japan-China trade agreement have led to a recovery to 37,500 yen.
The Nikkei average continued to rise significantly. It closed at 37,503.33 yen, up 574.70 yen (with an estimated Volume of 2.6 billion 40 million shares), recovering the 37,500 yen level for the first time in about a month and a half since March 27. Anticipation for the progress of US-China ministerial-level trade negotiations starting on the 10th led to early buying across a wide range of stocks. Although there were moments when it slightly reduced the increase due to profit-taking selling as it approached the psychological barrier of 37,500 yen and weekend position adjustments, there was movement towards short covering towards the end of the afternoon session.
Aftermarket [Stocks that moved and stocks that were traded]
*Round One <4680> 978 +100 April's same-store sales increased by 5.6% in Japan and 3.2% in the USA. *Aiful <8515> 415 +54 Operating profit is expected to increase by 20.1% from the previous term and 16.6% this term. *Kawasaki Heavy Industries <7012> 8273 -172 Operating profit is expected to increase by 1.3% this term compared to 3.0 times the previous term. Although it is initially sold off, the downside is limited. *Asahi Kasei <3407> 1006.5 +9.1 Operating profit is expected to increase by 1.5% this term compared to a 50.6% increase in the previous term.
CRI・MW provides middleware products for Sega Sammy Creation's video casino machines.
On the 8th, CRI Middleware <3698> announced that it has provided its middleware product "CRIWARE(R)" for the video casino machine developed and released by Sega Sammy Creation. The main targets are the video slot game "Railroad Riches(TM)" and the cabinet that houses it, "Genesis Atmos(TM)". "Railroad Riches(TM)" and "Genesis Atmos(TM)" are both designed to enhance the gaming experience.
CRI・MW---Quarter 2 revenue and profit growth, mobility has expanded more than expected, upward revision of the full year and announcement of increased year-end Dividends.
CRI Middleware <3698> announced its consolidated financial results for the second quarter of the fiscal year ending September 2025 (from October 2024 to March 2025) on the 8th. Revenue increased by 23.8% year-on-year to 1.855 billion yen, operating profit increased by 108.8% year-on-year to 0.387 billion yen, ordinary profit increased by 104.8% year-on-year to 0.39 billion yen, and net profit attributable to Shareholders increased by 78.2% year-on-year to 0.271 billion yen. The Gaming segment's revenue increased by 20.8% year-on-year to 0.948 billion yen, and segment profit increased by 90.2.
CRI, MW, etc. continue to rank, and the Financial Estimates for performance and Dividends for the period ending September 2025 have been revised upward.
CRI・MW <3698> has ranked (as of 14:32). It surged. After the previous day's trading ended, the performance forecast for the fiscal year ending September 2025 was revised upward. Operating profit is expected to be 0.55 billion yen (an increase of 49.3% compared to the previous period). This is an increase of about 43% from the previous forecast. Revenue, especially in the audio production field, has exceeded initial estimates. The year-end Dividends are set at 25 yen. The previous forecast was 20 yen, and the previous period was also 20 yen. Volume change rate top [as of May 9, 14:32] (average volume of the last 5 days