Reports morning-session catalysts for エヌ・ピー・シー, バイク王 and スルガ銀行. Each company raised its full-year or interim earnings outlook, leading to gains in their share prices.
エヌ・ピー・シー published its consolidated earnings outlook for the fiscal year ending August 2026. The prospect that operating profit would exceed the previous forecast, narrowing the year-on-year decline, was well received. Sales were lower than expected because acceptance of some large domestic projects was delayed, but cost reductions and contributions from high-value-added projects led to higher operating profit.
バイク王＆カンパニー raised its consolidated earnings forecast for the fiscal year ending November 2026. Sales are expected to increase slightly, while operating profit and net profit are expected to rise substantially, supported by continued firm auction prices and a more stable procurement base.
スルガ銀行 raised its final profit forecast for the fiscal year ending March 2027 from ¥32 billion to ¥44 billion. The company shifted from expecting a decline in profit to forecasting growth, and plans to raise its dividend from ¥60 to ¥80. Higher first-half earnings are expected, based on a recovery in the loan business and the impact of rising interest rates.
As of the end of the morning session, these developments led to buying interest and a buying-led reaction across the 3 stocks.