The report covered several developments during the morning session: Mani raised its operating profit forecast, ICHIKURA announced that it met all listing maintenance criteria, Tokyo Century ordered Airbus aircraft, Kioxia Holdings was offered for sale, Open House cancelled treasury shares, and BitcoinJ was considering an exclusive domestic sales agreement with UBTECH Robotics.
Based on comments from Tokai Tokyo Intelligence Lab, Mani raised its fiscal 2027 revenue forecast from the previous fiscal year, citing growing demand for products made with high-quality materials such as Ales needles, and also revised its operating profit forecast upward. It raised its EPS forecast and revised the applicable P/E multiple from 23x to 26x.
ICHIKURA announced that it met all listing maintenance criteria for the TSE Standard market. Market capitalization of tradable shares, which had fallen short as of the end of March, rose to ¥1.04 billion as of the end of September, exceeding the criterion. The number of shareholders was 5,201, the tradable share ratio was 49.5%, and the number of tradable shares was 27,433 units.
Tokyo Century announced that a subsidiary would order 75 aircraft from the Airbus A320neo family. The list price is approximately ¥1.856 trillion, with deliveries expected in 2032-35. Demand for narrow-body aircraft is expected to grow on the back of rising passenger demand and replacement demand for next-generation aircraft. The actual acquisition price was not disclosed, and the impact on fiscal 2027 results is expected to be limited.