The midday market highlights report covered major stocks including THECOO, Vテク and スパイダープラス, which announced earnings revisions and tender-offer information. Revisions to revenue and profit forecasts were reported.
After trading ended on the 12th, スパイダープラス revised its full-year earnings forecast, raising its revenue forecast to ¥5.528 billion and operating profit forecast to ¥151 million, while forecasting that ARR growth would fall short of the plan. SPIDERPLUS revenue remains solid, but delays in orders are having an effect.
After announcing its results on the 12th, THECOO raised its full-year revenue forecast to ¥6.30 billion and its ordinary profit forecast to ¥970 million. Growth in both subscription and non-subscription revenue, driven by the expansion of its fan business, contributed to the upward revision to the profit outlook.
Vテク announced a return to operating profitability and a substantial expansion in orders in its first-half results. Orders received increased to ¥30.4 billion and order backlog to ¥56.8 billion. It was reported that the company secured orders worth approximately ¥7 billion from overseas manufacturers for mass-production equipment for ラムディ.
アズーム's operating profit for the fiscal year ended September 2026 increased from the previous fiscal year but fell short of the plan, and its outlook for the fiscal year ending September 2027 was revised downward. チェンジHD announced a substantial loss and a downward revision in its first-half results, sending its share price sharply lower.
メドレー's cumulative operating profit increased year on year in its third-quarter results, but it posted a loss for the July-September quarter and refrained from raising its full-year outlook.
ワタミ moved to the daily price-limit-up buying indication following reports of a tender offer, and attention is focused on developments surrounding the tender offer by an asset-management company owned by the founder.