Digest of noteworthy stocks (first part): Terrace Sky, Japan National Land Development, Internet advertising that sells, etc. Written by: Fisco

*11:37 JST Digest of noteworthy stocks (front): Terrace Sky, Japan National Land Development, FP partners such as popular online advertising (TYO:): 4960 yen (-450 yen)
Significant decline.
The previous day, the company announced its financial results for the fiscal year ending November 2023, with operating income of 5.55 billion yen, an increase of 45.2% compared to the same period last year, which was in line with the previous plan.
In the fiscal year ending November 2024, profits are expected to continue to grow at a high rate of 6.73 billion yen, an increase of 21.1% year on year.
The company expects to expand its contract transfer business and Money Doctor Premium business.
Although the results are good, the outlook for this fiscal year is mostly in line with market expectations, with limited surprises, and the current stock price has been in the high range, so there seems to be a feeling that the company has exhausted its full potential.

Japan National Land Development (TYO:): 563 yen (-58 yen)
Significant decline.
The company announced its first-half financial results the day before, with an operating loss of 7.88 billion yen, a deterioration of 8.9 billion yen compared to the same period last year.
As a result, the full-year forecast has been revised downward to a deficit of 5.6 billion yen, a complete change from the previous forecast of a surplus of 6.5 billion yen.
It appears that additional losses will be recorded due to the provision of allowance for construction losses due to the implementation of rush construction at a specified large-scale development site to avoid delays in the process, and other additional costs.
The company also plans to reduce its annual dividend to 22 yen from the previous plan of 26 yen.

Terrace Sky (TYO:): 1571 yen (-176 yen)
Continued significant decline.
The company announced its third-quarter financial results the day before, and the cumulative operating profit was 280 million yen, a 39.4% decrease from the same period last year, and the full-year forecast was revised downward from the previous 1.1 billion yen to 470 million yen, an 8.9% decrease from the previous year. .
This was due to expenses incurred for the release of the in-house service “mitoco
Although it appears that there was concern about a downturn in business results based on the situation up until the first half of the year, the prevailing trend is to view the magnitude of the downward revision as a negative.

Asmark (TYO:):2288 yen –
Stop high buy signal.
The previous day, the company announced its financial results for the fiscal year ending November 2023, and operating income was 320 million yen, down 1.9% from the previous fiscal year, slightly higher than the previous forecast of 310 million yen.
On the other hand, the forecast for the fiscal year ending November 2024 is a double-digit increase in profit of 360 million yen, an increase of 13.6% year on year.
In addition to steady growth in the research business, the company seems to be expecting expansion in the HR tech business.
In addition, the company plans to pay an initial annual dividend of 72 yen for the fiscal year ending November 2024, and the dividend plan that exceeds expectations seems to have led to some surprises.

Nissopu (TYO:): 894 yen –
Stop high buy signal.
The first quarter results were announced the day before, and operating income was 340 million yen, 2.4 times higher than the same period last year.The first half plan is 800 million yen, 2.4 times higher than the previous forecast of 280 million yen, and the full-year forecast is 500 million yen to 11.8 million yen. The forecasts have been revised upward to 3.8 billion yen and 3.8 times the previous year.
The above factors included the recording of multiple high-profit projects, a lull in the rise in production costs, and the contribution of new subsidiaries to increased profits.
Create a form where the size of the correction range leads to a positive impact.

Internet advertising that sells (TYO:): 948 yen (+149 yen)
Temporary stop high.
The company has announced that it will launch a new business by establishing a subsidiary called “Selling D2C Industry M&A Company,'' which will provide services related to M&A intermediation services specialized in the D2C (online mail order) industry.
The business is scheduled to start in February.
Although the number of D2C businesses is on the rise, an increasing number of businesses are withdrawing due to lack of funds and human resources.The company aims to support businesses in their growth phase by providing appropriate and speedy matching through the M&A brokerage business. .

BeeX (TYO:):4000 yen (+435 yen)
Continued significant growth.
The operating profit forecast for the fiscal year ending February 2024 has been revised upward from the previous 427 million yen to 574 million yen (previous year's result was 403 million yen).
This was because cloud integration sales were stronger than expected due to the acquisition of large projects.
In addition, cloud license resale sales were also boosted by the weaker yen and exceeded initial expectations.
Although selling, general and administrative expenses will increase due to the increase in personnel in the sales and administrative departments, sales growth is expected to outpace and boost profits.

Light Works (TYO:): 1040 yen (+44 yen)
Continued significant growth.
The sales forecast for the fiscal year ending January 2024 has been revised upward from the previous 3.081 billion yen to 3.187 billion yen (previous year's result was 2.640 billion yen).
This was due to the growth of the LMS (Learning Management System) market and strong demand.
The operating profit forecast remained unchanged at 234 million yen (203 million yen), but the net profit forecast was raised from 158 million yen to 200 million yen (136 million yen).
At the same time, the company has revised its year-end dividend forecast upward from the previous 24.00 yen to 32.00 yen (previous fiscal year-end result of 9.00 yen).