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"キオクシア(285A) 4-6月期(1Q)決算", "short": "キオクシア決算", "date": "2026-07-31", "end_date": null, "time_jst": "15:30（引け後）", "timezone": "JST", "kind": "earnings", "importance": "高", "certainty": "reported", "source_url": "https://www.kioxia-holdings.com/ja-jp/ir/calendar.html", "verified_at": "2026-07-20", "subject_code": "285A0", "relations": [ { "code": "58030", "type": "theme", "label": "半導体メモリの本丸(連れ高連れ安の震源)" }, { "code": "285A0", "type": "self", "label": "キオクシア本体" } ], "tokyo_reaction": "2026-08-03", "note": "メモリ市況の本丸。7/7のフジクラ連れ安の震源系統", "market_view": null, "market_expectation": null, "market_result": null, "market_timeline": null, "done": false, "result_note": null }, { "id": "dmp-q1-2026", "title": "ダイナミックマッププラットフォーム(336A) 4-6月期(1Q)決算", "short": "DMP決算", "date": "2026-08-07", "end_date": null, "time_jst": "15:31（引け後）", "timezone": "JST", "kind": "earnings", "importance": "高", "certainty": "confirmed", "source_url": "https://www.dynamic-maps.co.jp/", "verified_at": "2026-07-22", "subject_code": "336A0", "relations": [ { "code": "336A0", "type": "self", "label": "ダイナミックマッププラットフォーム本体" } ], "tokyo_reaction": "2026-08-10", "note": "調整後EBITDA黒字化予想(2027年3月期)の初回進捗確認。金曜引け後・米雇用統計と同日のため東京の反応は週明け8/10", "market_view": null, "market_expectation": null, "market_result": null, "market_timeline": null, "done": false, "result_note": null }, { "id": "disco-q1-2026", "title": "ディスコ(6146) 4-6月期(1Q)決算", "short": "ディスコ決算", "date": "2026-07-23", "end_date": null, "time_jst": "16:00（引け後）", "timezone": "JST", "kind": "earnings", "importance": "高", "certainty": "confirmed", "source_url": "https://www.disco.co.jp/jp/ir/", "verified_at": "2026-07-22", "subject_code": "61460", "relations": [ { "code": "285A0", "type": "theme", "label": "半導体後工程装置(ダイサ・グラインダ)=メモリ設備投資の体温計" }, { "code": "58030", "type": "theme", "label": "半導体市況(装置大手・フジクラのテーマ隣接)" } ], "tokyo_reaction": "2026-07-24", "note": "業績数字は7/6速報で既出のため、サプライズの主戦場は受注・見通し側", "market_view": null, "market_expectation": null, "market_result": null, "market_timeline": null, "done": false, "result_note": null }, { "id": "glw-q2-2026", "title": "コーニング(Corning) 4-6月期決算", "short": "コーニング決算", "date": "2026-07-28", "end_date": null, "time_jst": "21:30ごろ(米28日寄り前・電話会議は日本時間21:30)", "timezone": "JST", "kind": "earnings", "importance": "中", "certainty": "reported", "source_url": "https://www.nasdaq.com/market-activity/stocks/glw/earnings", "verified_at": "2026-07-27", "subject_code": null, "relations": [ { "code": "58030", "type": "theme", "label": "光ファイバーの世界大手(フジクラと同じ土俵)" } ], "tokyo_reaction": "2026-07-29", "note": "米国寄り前発表のため、東京の反応は7/29(水)から", "market_view": null, "market_expectation": null, "market_result": null, "market_timeline": null, "done": false, "result_note": null }, { "id": "nvda-q2-fy2027", "title": "NVIDIA 5-7月期決算", "short": "NVIDIA決算", "date": "2026-08-27", "end_date": null, "time_jst": "早朝(米26日引け後)", "timezone": "JST", "kind": "earnings", "importance": "中", "certainty": "reported", "source_url": "https://calendarial.com/nvidia-fiscal-q2-earnings/", "verified_at": "2026-07-26", "subject_code": null, "relations": [ { "code": "39050", "type": "theme", "label": "GPU供給元(B200/B300)・AI関連全体の地合い" } ], "tokyo_reaction": "2026-08-27", "note": "AI関連株全体の地合いを決めるイベント。GPUの需給・次世代品の話は事業環境に直結", "market_view": null, "market_expectation": null, "market_result": null, "market_timeline": null, "done": false, "result_note": null }, { "id": "pce-2026-06", "title": "★米PCE物価指数(6月分)", "short": "米PCE", "date": "2026-07-30", "end_date": null, "time_jst": "21:30", "timezone": "JST", "kind": "macro", "importance": "高", "certainty": "confirmed", "source_url": "https://www.bea.gov/news/schedule", "verified_at": "2026-07-27", "subject_code": null, "relations": [ { "code": "83060", "type": "theme", "label": "金利=利ざやの物語の心臓部" } ], "tokyo_reaction": "2026-07-31", "note": "毎月末ごろに前月分を発表。日本時間21:30→東京の反応は翌営業日", "market_view": null, "market_expectation": null, "market_result": null, "market_timeline": null, "done": false, "result_note": null }, { "id": "jackson-hole-2026", "title": "ジャクソンホール経済シンポジウム(米カンザスシティ連銀)", "short": "ジャクソンホール", "date": "2026-08-28", "end_date": "2026-08-30", "time_jst": "議長講演の日時は未発表(例年は現地2日目の午前=日本時間の金曜夜)", "timezone": "JST", "kind": "macro", "importance": "高", "certainty": "confirmed", "source_url": "https://www.kansascityfed.org/research/jackson-hole-economic-symposium/", "verified_at": "2026-08-14", "subject_code": null, "relations": [], "tokyo_reaction": "2026-08-31", "note": "現地は8/27(木)〜29(土)。日本時間では8/28未明〜8/30にあたる。例年の議長講演は現地2日目の午前(日本時間の金曜夜)だが2026年の日程は未発表。土日を挟むため、東京市場が反応できるのは週明け8/31(月)", "market_view": null, "market_expectation": null, "market_result": null, "market_timeline": null, "done": false, "result_note": null }, { "id": "us-jobs-2026-08", "title": "米8月雇用統計", "short": "米雇用統計", "date": "2026-09-04", "end_date": null, "time_jst": "21:30", "timezone": "JST", "kind": "macro", "importance": "高", "certainty": "confirmed", "source_url": "https://www.bls.gov/schedule/news_release/empsit.htm", "verified_at": "2026-08-14", "subject_code": null, "relations": [], "tokyo_reaction": "2026-09-07", "note": "対象=2026年8月分。米東部時間8:30発表。9/15-16のFOMCの前に出る最後の雇用統計にあたる", "market_view": null, "market_expectation": null, "market_result": null, "market_timeline": null, "done": false, "result_note": null }, { "id": "us-cpi-2026-08", "title": "米8月CPI(消費者物価指数)", "short": "米CPI", "date": "2026-09-11", "end_date": null, "time_jst": "21:30", "timezone": "JST", "kind": "macro", "importance": "高", "certainty": "confirmed", "source_url": "https://www.bls.gov/schedule/news_release/cpi.htm", "verified_at": "2026-08-14", "subject_code": null, "relations": [], "tokyo_reaction": "2026-09-14", "note": "対象=2026年8月分。同じ日の朝に日経225のメジャーSQ算出があるため、東京はSQを通過した週明けに織り込むことになる。FOMC(9/15-16)直前の物価確認", "market_view": null, "market_expectation": { "context": "7月は総合が前月比0.1％、コアが0.2％で、前年比は総合3.4％、コア2.5％だった。住居費などサービス価格まで再加速するかがFOMC直前の焦点になる。", "consensus": "総合：前月比＋0.4％／前年比＋3.4％\nコア：前月比＋0.2％／前年比＋2.4％", "hope": "物価の伸びが予想を下回れば、追加利上げへの警戒が和らぎ、株には追い風になりやすい。", "upside": "", "downside": "エネルギーだけで総合が振れても基調は判断しにくい。物価が弱くても消費の急減が原因なら、景気敏感株には逆風となる。", "watch": "", "change": "裏付けのない原油高の記述を削除。確認時点では未発表で、公表予定は同日21時30分。", "event_id": "us-cpi-2026-08", "event_date": "2026-09-11", "status": "reviewed", "sources": [ { "url": "https://www.bls.gov/news.release/archives/cpi_08122026.htm", "title": "Consumer Price Index News Release - July 2026", "published_on": "2026-08-12", "observed_at": "2026-09-11T07:00:04+09:00", "supports": "7月CPIの総合・コアの前月比と前年比、8月分の公表予定。" }, { "url": "https://www.bls.gov/schedule/2026/home.htm", "title": "Schedule of Selected Releases 2026", "published_on": "", "observed_at": "2026-09-11T07:00:04+09:00", "supports": "8月CPIが2026年9月11日8時30分米東部時間に公表予定であること。" } ], "checked_at": "2026-09-11T07:09:38+09:00" }, "market_result": { "event_id": "us-cpi-2026-08", "event_date": "2026-09-11", "summary": "8月CPIは総合が前月比0.4％、前年比3.4％で、ともに予想通りだった。コアは前年比2.4％で予想通りだった一方、前月比は0.3％と予想の0.2％を上回った。", "meaning": "総合とコアの前年比が予想通りだった点は安心材料だが、コアの前月比が想定を上回り、物価基調への警戒は残る。総合はガソリン上昇の影響が大きいため、コアの推移も併せて見る必要がある。", "market_reaction": "日経225先物（CME・円建て）は発表前64,250円 → 5分後64,175円（-75円）、1時間後64,450円（+200円）。", "reaction_at": "2026-09-11T22:30:00+09:00", "sources": [ { "url": "https://www.bls.gov/news.release/cpi.nr0.htm", "title": "Consumer Price Index Summary - August 2026", "published_on": "2026-09-11", "observed_at": "2026-09-11T22:00:05+09:00", "supports": "2026年8月の総合CPIが前月比0.4％・前年比3.4％、食品・エネルギー除くコアが前月比0.3％・前年比2.4％だったこと、およびガソリン指数が前月比3.9％上昇し総合の伸びの3分の1超を占めたこと。" } ], "reaction_sources": [ { "url": "https://alumina-ai.jp/calendar/data.json#us-cpi-2026-08", "title": "値動きの観測記録", "observed_at": "2026-09-11T23:02:12.503253+09:00", "published_on": "", "supports": "price_observationに保存した同一系列の比較日時・価格。差額と騰落率はその値から算出。" } ], "checked_at": "2026-09-12T01:28:40.928091+09:00", "result_checked_at": "2026-09-11T22:02:20+09:00", "reaction_method": "cached-prices-v1", "price_observation": { "series": "NIY=F", "label": "日経225先物（CME・円建て）", "interval": 300, "baseline_at": "2026-09-11T21:30:00+09:00", "baseline": 64250.0, "points": [ { "minutes": 5, "at": "2026-09-11T21:35:00+09:00", "close": 64175.0 }, { "minutes": 60, "at": "2026-09-11T22:30:00+09:00", "close": 64450.0 } ] }, "reaction_context_applied": {}, "market_analysis": "コア前月比の上振れを警戒し、初動は先物安・ドル高になったと考えられます。当時の報道も、その後のドル買いの一服を伝えました。1時間後には先物高・ドル安へ反転しており、発表直後の警戒が続かなかった場面です。", "analysis_stage": "hour", "analysis_sources": [ { "url": "https://news.livedoor.com/article/detail/32303417/", "title": "米CPI発表後のドル買いとその一服", "published_on": "2026-09-11", "observed_at": "2026-09-12T01:28:40.928091+09:00", "supports": "21:46配信。コア前月比0.3%が予想0.2%を上回りドル買い、その後勢いが落ち着いたという市況。" }, { "url": "https://alumina-ai.jp/calendar/data.json#us-cpi-2026-08", "title": "先物・ドル円の保存済み観測記録", "published_on": "", "observed_at": "2026-09-12T01:28:40.928091+09:00", "supports": "market_timelineの同一系列・発表前基準と開始足、5・10・15・60分後の観測値。値動きの解釈はAluminaによる。" } ] }, "market_timeline": { "schema_version": 2, "event_id": "us-cpi-2026-08", "event_date": "2026-09-11", "anchor_at": "2026-09-11T21:30:00+09:00", "basis": "release", "markets": { "nikkei": { "series": "NIY=F", "title": "日経225先物（CME・円建て）", "decimals": 0, "interval": 300, "baseline": { "at": "2026-09-11T21:30:00+09:00", "price": 64250.0, "kind": "bar_close" }, "points": [ { "minutes": 0, "at": "2026-09-11T21:30:00+09:00", "price": 64215.0, "kind": "bar_open" }, { "minutes": 5, "at": "2026-09-11T21:35:00+09:00", "price": 64175.0, "kind": "bar_close" }, { "minutes": 10, "at": "2026-09-11T21:40:00+09:00", "price": 64290.0, "kind": "bar_close" }, { "minutes": 15, "at": "2026-09-11T21:45:00+09:00", "price": 64220.0, "kind": "bar_close" }, { "minutes": 60, "at": "2026-09-11T22:30:00+09:00", "price": 64450.0, "kind": "bar_close" } ] }, "fx": { "series": "JPY=X", "title": "ドル円", "decimals": 3, "interval": 300, "baseline": { "at": "2026-09-11T21:30:00+09:00", "price": 153.92100524902344, "kind": "bar_close" }, "points": [ { "minutes": 0, "at": "2026-09-11T21:30:00+09:00", "price": 153.91700744628906, "kind": "bar_open" }, { "minutes": 5, "at": "2026-09-11T21:35:00+09:00", "price": 154.1230010986328, "kind": "bar_close" }, { "minutes": 10, "at": "2026-09-11T21:40:00+09:00", "price": 154.0, "kind": "bar_close" }, { "minutes": 15, "at": "2026-09-11T21:45:00+09:00", "price": 153.6750030517578, "kind": "bar_close" }, { "minutes": 60, "at": "2026-09-11T22:30:00+09:00", "price": 153.49600219726562, "kind": "bar_close" } ] } }, "complete": true }, "done": false, "result_note": null }, { "id": "fomc-2026-09", "title": "FOMC(米金融政策) 結果発表 ※経済見通し(SEP)公表回", "short": "FOMC", "date": "2026-09-17", "end_date": null, "time_jst": "3:00 結果発表・3:30 議長会見", "timezone": "JST", "kind": "macro", "importance": "高", "certainty": "confirmed", "source_url": "https://www.federalreserve.gov/monetarypolicy/fomccalendars.htm", "verified_at": "2026-09-07", "subject_code": null, "relations": [], "tokyo_reaction": "2026-09-17", "note": "四半期に一度の経済見通し(SEP)とドットチャートが同時に出る回。日本が結果を知るのは9/17の未明で、東京市場は同日朝から反応できる", "market_view": null, "market_expectation": { "context": "直前会合後の政策金利は3.50～3.75％。今回は経済見通しの公表回でもあり、政策変更、参加者の金利見通し、議長会見を一体で確認したい。", "consensus": "", "hope": "物価を抑えながら景気を急減速させない金利経路が示されれば、米国株だけでなく日本の成長株にも安心材料となる。", "upside": "", "downside": "政策金利が上がっても、物価見通しの悪化や追加利上げの示唆が強ければ、長期金利を通じて株価の重荷になりうる。", "watch": "", "change": "公開情報で据え置き予想と0.25ポイント利上げ予想が競合していたため、3.50～3.75％を予想として示す記述を削除した。", "event_id": "fomc-2026-09", "event_date": "2026-09-17", "status": "reviewed", "sources": [ { "url": "https://www.federalreserve.gov/newsevents/pressreleases/monetary20260729a.htm", "title": "Federal Reserve issues FOMC statement", "published_on": "2026-07-29", "observed_at": "2026-09-16T07:00:04+09:00", "supports": "直前会合後の政策金利誘導目標が3.50～3.75％だったこと。" }, { "url": "https://www.federalreserve.gov/monetarypolicy/fomccalendars.htm", "title": "FOMC Meeting Calendars and Information", "published_on": "", "observed_at": "2026-09-16T07:00:04+09:00", "supports": "9月15～16日の会合が経済見通し公表回であること。" }, { "url": "https://apnews.com/article/ffd60cca8bb045bb9b1c389f5f1b73af", "title": "Federal Reserve is expected to raise its benchmark rate, defying Trump's demands", "published_on": "2026-09-15", "observed_at": "2026-09-16T07:00:04+09:00", "supports": "0.25ポイント利上げを見込む見方が報じられる一方、決定は確実ではないこと。" }, { "url": "https://www.oanda.jp/lab-education/dictionary/fedwatchtool/", "title": "FedWatch Tool（フェドウォッチ ツール）とは｜使い方・注意点を解説", "published_on": "", "observed_at": "2026-09-16T07:00:04+09:00", "supports": "据え置きを中心とする先物市場の見方も掲載され、予想が一方向ではないこと。" } ], "checked_at": "2026-09-16T07:06:34+09:00" }, "market_result": null, "market_timeline": { "schema_version": 2, "event_id": "fomc-2026-09", "event_date": "2026-09-17", "anchor_at": "2026-09-17T03:00:00+09:00", "basis": "release", "markets": { "nikkei": { "series": "NIY=F", "title": "日経225先物（CME・円建て）", "decimals": 0, "interval": 300, "baseline": { "at": "2026-09-17T03:00:00+09:00", "price": 64475.0, "kind": "bar_close" }, "points": [ { "minutes": 0, "at": "2026-09-17T03:00:00+09:00", "price": 64480.0, "kind": "bar_open" }, { "minutes": 5, "at": "2026-09-17T03:05:00+09:00", "price": 64460.0, "kind": "bar_close" }, { "minutes": 10, "at": "2026-09-17T03:10:00+09:00", "price": 64485.0, "kind": "bar_close" }, { "minutes": 15, "at": "2026-09-17T03:15:00+09:00", "price": 64445.0, "kind": "bar_close" }, { "minutes": 60, "at": "2026-09-17T04:00:00+09:00", "price": 63860.0, "kind": "bar_close" } ] }, "fx": { "series": "JPY=X", "title": "ドル円", "decimals": 3, "interval": 300, "baseline": { "at": "2026-09-17T03:00:00+09:00", "price": 154.99000549316406, "kind": "bar_close" }, "points": [ { "minutes": 0, "at": "2026-09-17T03:00:00+09:00", "price": 155.0240020751953, "kind": "bar_open" }, { "minutes": 5, "at": "2026-09-17T03:05:00+09:00", "price": 155.2519989013672, "kind": "bar_close" }, { "minutes": 10, "at": "2026-09-17T03:10:00+09:00", "price": 155.21600341796875, "kind": "bar_close" }, { "minutes": 15, "at": "2026-09-17T03:15:00+09:00", "price": 155.4290008544922, "kind": "bar_close" }, { "minutes": 60, "at": "2026-09-17T04:00:00+09:00", "price": 155.9219970703125, "kind": "bar_close" } ] } }, "complete": true }, "done": false, "result_note": null }, { "id": "boj-2026-09", "title": "日銀 政策金利・金融政策の発表", "short": "日銀 金利発表", "date": "2026-09-18", "end_date": null, "time_jst": "会合終了後（時刻未定）", "timezone": "JST", "kind": "macro", "importance": "高", "certainty": "confirmed", "source_url": "https://www.boj.or.jp/mopo/mpmsche_minu/m_ref/mref250731a.pdf", "verified_at": "2026-09-15", "subject_code": null, "relations": [], "tokyo_reaction": "2026-09-18", "note": "9/17は会合初日。政策金利の決定内容は9/18の会合終了後に公表。総裁会見は9/18の15:30予定（政策金利の発表時刻とは別）。FOMCの結果(日本時間9/17未明)を受けた直後の会合という並び。結果発表の時刻は事前に固定されていない", "market_view": null, "market_expectation": { "context": "政策金利は1.00％程度。6月の利上げ後だけに、追加利上げの有無と、その後の調整ペースに関する説明が焦点になる。", "consensus": "政策金利：1.25％", "hope": "利上げ後も今後の調整が急激ではないとの説明なら、借入負担の大きい企業への警戒は和らぎやすい。", "upside": "", "downside": "利上げは銀行に追い風でも、借入の多い企業には負担となる。円高が進めば輸出企業の利益見通しにも影響する。", "watch": "", "change": "9月18日公表予定と、政策金利1.25％の掲載予想を確認した。", "event_id": "boj-2026-09", "event_date": "2026-09-18", "status": "reviewed", "sources": [ { "url": "https://www.boj.or.jp/en/mopo/mpmdeci/mpr_2026/k260616a.pdf", "title": "Change in the Guideline for Money Market Operations", "published_on": "2026-06-16", "observed_at": "2026-09-16T07:00:04+09:00", "supports": "6月会合で無担保コールレートを1.00％程度で推移させる方針が決定されたこと。" }, { "url": "https://www.boj.or.jp/about/calendar/", "title": "日本銀行 公表予定", "published_on": "", "observed_at": "2026-09-16T07:00:04+09:00", "supports": "会合が9月17～18日、決定公表が18日であること。" }, { "url": "https://www.fxcomp-plus.com/parts/marketCalendarToDayWindow.jsp?DAY=20260918", "title": "経済指標カレンダー 2026年09月18日", "published_on": "", "observed_at": "2026-09-16T07:00:04+09:00", "supports": "日銀政策金利の掲載予想が1.25％であること。" } ], "checked_at": "2026-09-16T07:06:34+09:00" }, "market_result": null, "market_timeline": null, "done": false, "result_note": null }, { "id": "sq-2026-09", "title": "9月限メジャーSQ(先物・オプション同時決済)", "short": "メジャーSQ", "date": "2026-09-11", "end_date": null, "time_jst": "寄り付きでSQ値算出", "timezone": "JST", "kind": "macro", "importance": "高", "certainty": "confirmed", "source_url": "https://www.jpx.co.jp/", "verified_at": "2026-08-28", "subject_code": null, "relations": [], "tokyo_reaction": null, "note": "先物とオプションの期日が重なる四半期SQ。建玉の強制決済で寄り付きの値動きが荒れやすい", "market_view": null, "market_expectation": { "context": "9月限は日経225先物とオプションの四半期限月が重なるメジャーSQ。構成銘柄の始値を基にSQ値を算出するため、朝の値動きには決済に伴う一時的な売買が混じりやすい。", "consensus": "", "hope": "寄り付きの大きな値動きより、SQ通過後も同じ方向の売買が続くかを見たい。", "upside": "", "downside": "SQ値が高くても、決済に伴う一時的な買いなら相場の強さを示すとは限らない。その後の値動きと値上がり銘柄の広がりを確認したい。", "watch": "", "change": "「四半期末」を「四半期限月」に訂正し、SQ日と算出方法をJPX資料で確認。", "event_id": "sq-2026-09", "event_date": "2026-09-11", "status": "reviewed", "sources": [ { "url": "https://www.jpx.co.jp/derivatives/products/domestic/225futures/01.html", "title": "日経225先物 制度概要", "published_on": "", "observed_at": "2026-09-09T07:00:05+09:00", "supports": "3・6・9・12月が四半期限月であること、SQ日、構成銘柄の始値に基づくSQ値の算出方法。" }, { "url": "https://www.jpx.co.jp/derivatives/products/domestic/225options/01.html", "title": "日経225オプション 制度概要", "published_on": "", "observed_at": "2026-09-09T07:00:05+09:00", "supports": "オプションの四半期限月、取引最終日、SQ日、構成銘柄の始値に基づく清算数値。" }, { "url": "https://www.jpx.co.jp/markets/derivatives/special-quotation/index.html", "title": "最終清算数値・最終決算価格", "published_on": "", "observed_at": "2026-09-09T07:00:05+09:00", "supports": "商品別の最終清算数値と決定日の公表方法。" } ], "checked_at": "2026-09-09T07:00:05+09:00" }, "market_result": { "event_id": "sq-2026-09", "event_date": "2026-09-11", "checked_at": "2026-09-12T01:28:40.928091+09:00", "summary": "9月限の日経225のSQ値は63,039円49銭でした。", "meaning": "先物・オプションを清算するための値です。日経平均の始値や終値とは異なります。", "market_reaction": "", "reaction_at": "", "reaction_sources": [], "sources": [ { "url": "https://www.jpx.co.jp/markets/derivatives/special-quotation/index.html", "title": "JPX 最終清算数値等", "published_on": "2026-09-11", "observed_at": "2026-09-11T21:27:31.708966+09:00", "supports": "2026/09/11 日経225 最終清算数値63,039.49円を確認。" } ], "result_checked_at": "2026-09-11T21:27:31.708966+09:00", "market_analysis": "寄り付き5分後はいったん先物安でしたが、10分後から1時間後は寄り前を上回りました。ドル円の変化は小幅で、先物の戻りが目立ちます。SQ値を買いの理由と決めつけず、寄り付き後の下げが続かなかった場面として読めます。", "analysis_stage": "hour", "analysis_sources": [ { "url": "https://www.jpx.co.jp/markets/derivatives/special-quotation/index.html", "title": "JPX 最終清算数値等", "published_on": "2026-09-11", "observed_at": "2026-09-12T01:28:40.928091+09:00", "supports": "9月11日の日経225最終清算数値63,039.49円。表の基準はSQ公表時刻ではなく東京9時の寄り付き。" }, { "url": "https://alumina-ai.jp/calendar/data.json#sq-2026-09", "title": "先物・ドル円の保存済み観測記録", "published_on": "", "observed_at": "2026-09-12T01:28:40.928091+09:00", "supports": "market_timelineの同一系列・発表前基準と開始足、5・10・15・60分後の観測値。値動きの解釈はAluminaによる。" } ] }, "market_timeline": { "schema_version": 2, "event_id": "sq-2026-09", "event_date": "2026-09-11", "anchor_at": "2026-09-11T09:00:00+09:00", "basis": "tokyo_open", "markets": { "nikkei": { "series": "NIY=F", "title": "日経225先物（CME・円建て）", "decimals": 0, "interval": 300, "baseline": { "at": "2026-09-11T09:00:00+09:00", "price": 62990.0, "kind": "bar_close" }, "points": [ { "minutes": 0, "at": "2026-09-11T09:00:00+09:00", "price": 63000.0, "kind": "bar_open" }, { "minutes": 5, "at": "2026-09-11T09:05:00+09:00", "price": 62910.0, "kind": "bar_close" }, { "minutes": 10, "at": "2026-09-11T09:10:00+09:00", "price": 63350.0, "kind": "bar_close" }, { "minutes": 15, "at": "2026-09-11T09:15:00+09:00", "price": 63205.0, "kind": "bar_close" }, { "minutes": 60, "at": "2026-09-11T10:00:00+09:00", "price": 63465.0, "kind": "bar_close" } ] }, "fx": { "series": "JPY=X", "title": "ドル円", "decimals": 3, "interval": 300, "baseline": { "at": "2026-09-11T09:00:00+09:00", "price": 154.45599365234375, "kind": "bar_close" }, "points": [ { "minutes": 0, "at": "2026-09-11T09:00:00+09:00", "price": 154.46499633789062, "kind": "bar_open" }, { "minutes": 5, "at": "2026-09-11T09:05:00+09:00", "price": 154.41799926757812, "kind": "bar_close" }, { "minutes": 10, "at": "2026-09-11T09:10:00+09:00", "price": 154.3560028076172, "kind": "bar_close" }, { "minutes": 15, "at": "2026-09-11T09:15:00+09:00", "price": 154.43899536132812, "kind": "bar_close" }, { "minutes": 60, "at": "2026-09-11T10:00:00+09:00", "price": 154.49600219726562, "kind": "bar_close" } ] } }, "complete": true }, "done": false, "result_note": null }, { "id": "sq-2026-10", "title": "10月限SQ(オプション)", "short": "SQ", "date": "2026-10-09", "end_date": null, "time_jst": "寄り付きでSQ値算出", "timezone": "JST", "kind": "macro", "importance": "中", "certainty": "confirmed", "source_url": "https://www.jpx.co.jp/", "verified_at": "2026-08-28", "subject_code": null, "relations": [], "tokyo_reaction": null, "note": null, "market_view": null, "market_expectation": null, "market_result": null, "market_timeline": null, "done": false, "result_note": null }, { "id": "fomc-2026-10", "title": "FOMC(米金融政策) 結果発表", "short": "FOMC", "date": "2026-10-29", "end_date": null, "time_jst": "3:00 結果発表・3:30 議長会見", "timezone": "JST", "kind": "macro", "importance": "高", "certainty": "confirmed", "source_url": "https://www.federalreserve.gov/monetarypolicy/fomccalendars.htm", "verified_at": "2026-09-07", "subject_code": null, "relations": [], "tokyo_reaction": "2026-10-29", "note": "SEP(経済見通し)は無い回。日本が結果を知るのは10/29未明", "market_view": null, "market_expectation": null, "market_result": null, "market_timeline": null, "done": false, "result_note": null }, { "id": "boj-2026-10", "title": "日銀 政策金利・金融政策の発表 ※展望レポート公表回", "short": "日銀 金利発表", "date": "2026-10-30", "end_date": null, "time_jst": "会合終了後（時刻未定）", "timezone": "JST", "kind": "macro", "importance": "高", "certainty": "confirmed", "source_url": "https://www.boj.or.jp/mopo/mpmsche_minu/m_ref/mref250731a.pdf", "verified_at": "2026-09-15", "subject_code": null, "relations": [], "tokyo_reaction": "2026-10-30", "note": "10/29は会合初日。政策金利の決定内容は10/30の会合終了後に公表。FOMC結果(10/29未明)と同日に始まる会合。展望レポート(経済・物価情勢の展望)が出る四半期回で、政策変更が意識されやすい", "market_view": null, "market_expectation": null, "market_result": null, "market_timeline": null, "done": false, "result_note": null }, { "id": "us-midterm-2026", "title": "米国 中間選挙", "short": "米中間選挙", "date": "2026-11-03", "end_date": null, "time_jst": "開票は日本時間11/4昼ごろから大勢判明", "timezone": "JST", "kind": "macro", "importance": "高", "certainty": "confirmed", "source_url": "https://www.usa.gov/midterm-state-and-local-elections", "verified_at": "2026-08-28", "subject_code": null, "relations": [], "tokyo_reaction": null, "note": "上下院の勢力図が変わると財政・規制の見通しが動く。選挙翌年に米株高のアノマリーが語られるが確実ではない", "market_view": null, "market_expectation": null, "market_result": null, "market_timeline": null, "done": false, "result_note": null }, { "id": "sq-2026-11", "title": "11月限SQ(オプション)", "short": "SQ", "date": "2026-11-13", "end_date": null, "time_jst": "寄り付きでSQ値算出", "timezone": "JST", "kind": "macro", "importance": "中", "certainty": "confirmed", "source_url": "https://www.jpx.co.jp/", "verified_at": "2026-08-28", "subject_code": null, "relations": [], "tokyo_reaction": null, "note": null, "market_view": null, "market_expectation": null, "market_result": null, "market_timeline": null, "done": false, "result_note": null }, { "id": "fomc-2026-12", "title": "FOMC(米金融政策) 結果発表 ※経済見通し(SEP)公表回", "short": "FOMC", "date": "2026-12-10", "end_date": null, "time_jst": "4:00 結果発表・4:30 議長会見", "timezone": "JST", "kind": "macro", "importance": "高", "certainty": "confirmed", "source_url": "https://www.federalreserve.gov/monetarypolicy/fomccalendars.htm", "verified_at": "2026-08-28", "subject_code": null, "relations": [], "tokyo_reaction": "2026-12-10", "note": "冬時間のため結果は日本時間12/10の4:00。SEPとドットチャートが出る回", "market_view": null, "market_expectation": null, "market_result": null, "market_timeline": null, "done": false, "result_note": null }, { "id": "sq-2026-12", "title": "12月限メジャーSQ(先物・オプション同時決済)", "short": "メジャーSQ", "date": "2026-12-11", "end_date": null, "time_jst": "寄り付きでSQ値算出", "timezone": "JST", "kind": "macro", "importance": "高", "certainty": "confirmed", "source_url": "https://www.jpx.co.jp/", "verified_at": "2026-08-28", "subject_code": null, "relations": [], "tokyo_reaction": null, "note": null, "market_view": null, "market_expectation": null, "market_result": null, "market_timeline": null, "done": false, "result_note": null }, { "id": "boj-2026-12", "title": "日銀 政策金利・金融政策の発表", "short": "日銀 金利発表", "date": "2026-12-18", "end_date": null, "time_jst": "会合終了後（時刻未定）", "timezone": "JST", "kind": "macro", "importance": "高", "certainty": "confirmed", "source_url": "https://www.boj.or.jp/mopo/mpmsche_minu/m_ref/mref250731a.pdf", "verified_at": "2026-09-15", "subject_code": null, "relations": [], "tokyo_reaction": null, "note": "12/17は会合初日。政策金利の決定内容は12/18の会合終了後に公表。年内最後の会合。FOMC(12/10)の1週間後", "market_view": null, "market_expectation": null, "market_result": null, "market_timeline": null, "done": false, "result_note": null }, { "id": "jp-ci-202607", "title": "景気動向指数（7月・速報）", "short": "景気動向指数", "date": "2026-09-07", "end_date": null, "time_jst": "14:00", "timezone": "JST", "kind": "macro", "importance": "中", "certainty": "confirmed", "source_url": "https://www.esri.cao.go.jp/jp/stat/stat-schedule.html", "verified_at": "2026-09-07", "subject_code": null, "relations": [], "tokyo_reaction": "2026-09-07", "note": null, "market_view": null, "market_expectation": null, "market_result": { "event_id": "jp-ci-202607", "event_date": "2026-09-07", "summary": "先行指数は117.9で予想118.0を0.1ポイント下回り、一致指数は120.6で予想120.2を0.4ポイント上回った。先行・一致指数はいずれも前月から1.7ポイント上昇した。", "meaning": "一致指数は2か月連続で上昇し、基調判断も「改善」を維持した。先行指数も上昇したため、足元と先行きの指数上では回復基調が続いている。", "market_reaction": "", "reaction_at": "", "sources": [ { "url": "https://www.esri.cao.go.jp/jp/stat/di/202607psummary.pdf", "title": "景気動向指数 2026年7月分速報 結果の概要", "published_on": "2026-09-07", "observed_at": "2026-09-09T07:00:05+09:00", "supports": "先行・一致・遅行指数、各前月差、一致指数の基調判断。" } ], "reaction_sources": [], "checked_at": "2026-09-12T01:28:40.928091+09:00", "result_checked_at": "2026-09-09T07:00:05+09:00", "market_analysis": "景気一致指数の改善は、日本の景気の持ち直しを示す材料です。ドル円は15分後まで小幅な円安でしたが、1時間後には円高へ転じました。指標が良かったことと、その後の為替の方向は分けて読む必要があります。", "analysis_stage": "hour", "analysis_sources": [ { "url": "https://www.esri.cao.go.jp/jp/stat/di/202607psummary.pdf", "title": "景気動向指数 2026年7月速報", "published_on": "2026-09-07", "observed_at": "2026-09-12T01:28:40.928091+09:00", "supports": "一致指数120.6、前月差1.7ポイント。基調判断は改善。" }, { "url": "https://alumina-ai.jp/calendar/data.json#jp-ci-202607", "title": "先物・ドル円の保存済み観測記録", "published_on": "", "observed_at": "2026-09-12T01:28:40.928091+09:00", "supports": "market_timelineの同一系列・発表前基準と開始足、5・10・15・60分後の観測値。値動きの解釈はAluminaによる。" } ] }, "market_timeline": { "schema_version": 2, "event_id": "jp-ci-202607", "event_date": "2026-09-07", "anchor_at": "2026-09-07T14:00:00+09:00", "basis": "release", "markets": { "fx": { "series": "JPY=X", "title": "ドル円", "decimals": 3, "interval": 300, "baseline": { "at": "2026-09-07T14:00:00+09:00", "price": 156.03900146484375, "kind": "bar_close" }, "points": [ { "minutes": 0, "at": "2026-09-07T14:00:00+09:00", "price": 156.05099487304688, "kind": "bar_open" }, { "minutes": 5, "at": "2026-09-07T14:05:00+09:00", "price": 156.04100036621094, "kind": "bar_close" }, { "minutes": 10, "at": "2026-09-07T14:10:00+09:00", "price": 156.07200622558594, "kind": "bar_close" }, { "minutes": 15, "at": "2026-09-07T14:15:00+09:00", "price": 156.0679931640625, "kind": "bar_close" }, { "minutes": 60, "at": "2026-09-07T15:00:00+09:00", "price": 155.7969970703125, "kind": "bar_close" } ] } }, "complete": false }, "done": false, "result_note": null }, { "id": "jp-ci-202608", "title": "景気動向指数（8月・速報）", "short": "景気動向指数", "date": "2026-10-07", "end_date": null, "time_jst": "14:00", "timezone": "JST", "kind": "macro", "importance": "中", "certainty": "confirmed", "source_url": "https://www.esri.cao.go.jp/jp/stat/stat-schedule.html", "verified_at": "2026-09-07", "subject_code": null, "relations": [], "tokyo_reaction": "2026-10-07", "note": null, "market_view": null, "market_expectation": null, "market_result": null, "market_timeline": null, "done": false, "result_note": null }, { "id": "jp-orders-202607", "title": "機械受注（7月）", "short": "機械受注", "date": "2026-09-16", "end_date": null, "time_jst": "08:50", "timezone": "JST", "kind": "macro", "importance": "中", "certainty": "confirmed", "source_url": "https://www.esri.cao.go.jp/jp/stat/stat-schedule.html", "verified_at": "2026-09-07", "subject_code": null, "relations": [], "tokyo_reaction": "2026-09-16", "note": null, "market_view": null, "market_expectation": { "context": "6月の船舶・電力を除く民間受注は前月比9.7％増だったが、その前月は12.4％減だった。単月の振れを踏まえ、製造業と非製造業の内訳も見たい。", "consensus": "船舶・電力を除く民需：前月比－1.0％／前年比＋9.8％", "hope": "設備投資の基調が保たれていれば、機械・設備関連株の支えになりそう。", "upside": "", "downside": "大型案件一つで数字が大きく振れるため、単月の増減だけで設備投資全体の強弱は決めにくい。", "watch": "", "change": "7月分の掲載予想を確認し、予想欄を更新した。", "event_id": "jp-orders-202607", "event_date": "2026-09-16", "status": "reviewed", "sources": [ { "url": "https://www.esri.cao.go.jp/jp/stat/juchu/2026/2606gaiyou.pdf", "title": "機械受注統計 2026年6月実績及び7～9月見通し 結果の概要", "published_on": "2026-08-19", "observed_at": "2026-09-16T07:00:04+09:00", "supports": "6月の船舶・電力を除く民需が前月比9.7％増、その前月が12.4％減だったこと。" }, { "url": "https://fx.minkabu.jp/indicators/JP-MO", "title": "日本・機械受注", "published_on": "", "observed_at": "2026-09-16T07:00:04+09:00", "supports": "7月分の掲載予想が前月比マイナス1.0％、前年比プラス9.8％であること。" } ], "checked_at": "2026-09-16T07:06:34+09:00" }, "market_result": null, "market_timeline": { "schema_version": 2, "event_id": "jp-orders-202607", "event_date": "2026-09-16", "anchor_at": "2026-09-16T08:50:00+09:00", "basis": "release", "markets": { "nikkei": { "series": "NIY=F", "title": "日経225先物（CME・円建て）", "decimals": 0, "interval": 300, "baseline": { "at": "2026-09-16T08:50:00+09:00", "price": 63530.0, "kind": "bar_close" }, "points": [ { "minutes": 0, "at": "2026-09-16T08:50:00+09:00", "price": 63510.0, "kind": "bar_open" }, { "minutes": 5, "at": "2026-09-16T08:55:00+09:00", "price": 63600.0, "kind": "bar_close" }, { "minutes": 10, "at": "2026-09-16T09:00:00+09:00", "price": 63505.0, "kind": "bar_close" }, { "minutes": 15, "at": "2026-09-16T09:05:00+09:00", "price": 63195.0, "kind": "bar_close" }, { "minutes": 60, "at": "2026-09-16T09:50:00+09:00", "price": 63320.0, "kind": "bar_close" } ] }, "fx": { "series": "JPY=X", "title": "ドル円", "decimals": 3, "interval": 300, "baseline": { "at": "2026-09-16T08:50:00+09:00", "price": 155.32200622558594, "kind": "bar_close" }, "points": [ { "minutes": 0, "at": "2026-09-16T08:50:00+09:00", "price": 155.31199645996094, "kind": "bar_open" }, { "minutes": 5, "at": "2026-09-16T08:55:00+09:00", "price": 155.2429962158203, "kind": "bar_close" }, { "minutes": 10, "at": "2026-09-16T09:00:00+09:00", "price": 155.28500366210938, "kind": "bar_close" }, { "minutes": 15, "at": "2026-09-16T09:05:00+09:00", "price": 155.25, "kind": "bar_close" }, { "minutes": 60, "at": "2026-09-16T09:50:00+09:00", "price": 155.33900451660156, "kind": "bar_close" } ] } }, "complete": true }, "done": false, "result_note": null }, { "id": "jp-orders-202608", "title": "機械受注（8月）", "short": "機械受注", "date": "2026-10-15", "end_date": null, "time_jst": "08:50", "timezone": "JST", "kind": "macro", "importance": "中", "certainty": "confirmed", "source_url": "https://www.esri.cao.go.jp/jp/stat/stat-schedule.html", "verified_at": "2026-09-07", "subject_code": null, "relations": [], "tokyo_reaction": "2026-10-15", "note": null, "market_view": null, "market_expectation": null, "market_result": null, "market_timeline": null, "done": false, "result_note": null }, { "id": "jp-business-q3", "title": "法人企業景気予測調査（7〜9月期）", "short": "法人企業景気予測調査", "date": "2026-09-11", "end_date": null, "time_jst": "08:50", "timezone": "JST", "kind": "macro", "importance": "中", "certainty": "confirmed", "source_url": "https://www.esri.cao.go.jp/jp/stat/stat-schedule.html", "verified_at": "2026-09-07", "subject_code": null, "relations": [], "tokyo_reaction": "2026-09-11", "note": null, "market_view": null, "market_expectation": { "context": "前回調査では2026年度の売上高を3.3％増、経常利益を2.4％減と見込んでいた。景況感だけでなく、利益、設備投資、雇用の計画に回復が広がるかが焦点になる。", "consensus": "", "hope": "企業が見込んでいた景況感の改善が実現し、大企業から中小企業へ広がっているかを見たい。", "upside": "", "downside": "景況感が改善しても、利益や設備投資の計画が弱ければ株価の支えは限られる。規模別・業種別の差も確認したい。", "watch": "", "change": "確認時点では7〜9月期調査の公表前。前回調査の数値と9月11日8時50分の公表予定を再確認した。", "event_id": "jp-business-q3", "event_date": "2026-09-11", "status": "reviewed", "sources": [ { "url": "https://www.mof.go.jp/pri/reference/bos/results/1c202601.pdf", "title": "法人企業景気予測調査 令和8年4〜6月期調査", "published_on": "2026-06-11", "observed_at": "2026-09-11T07:00:04+09:00", "supports": "前回調査の景況判断、2026年度の売上高・経常利益・設備投資計画。" }, { "url": "https://www.mof.go.jp/pri/reference/bos/results/release_info.htm", "title": "法人企業景気予測調査 公表予定", "published_on": "2026-06-11", "observed_at": "2026-09-11T07:00:04+09:00", "supports": "令和8年7〜9月期調査の公表予定日時と、確認時点で公表前であること。" } ], "checked_at": "2026-09-11T07:09:38+09:00" }, "market_result": { "event_id": "jp-business-q3", "event_date": "2026-09-11", "checked_at": "2026-09-12T01:29:01.139946+09:00", "result_checked_at": "2026-09-12T01:28:40.928091+09:00", "market_reaction": "日経225先物（CME・円建て）は発表前63,380円 → 5分後63,130円（-250円）、1時間後63,155円（-225円）。", "reaction_at": "2026-09-11T09:50:00+09:00", "reaction_sources": [ { "url": "https://alumina-ai.jp/calendar/data.json#jp-business-q3", "title": "値動きの観測記録", "observed_at": "2026-09-12T01:29:01.139946+09:00", "published_on": "", "supports": "price_observationに保存した同一系列の比較日時・価格。差額と騰落率はその値から算出。" } ], "summary": "7〜9月期の大企業・全産業の景況判断BSIは＋5.3（前期−0.5）。製造業も＋7.6（前期−1.8）へ改善しました。", "meaning": "大企業は「景況が上向いた」とする回答が優勢に。一方、中小企業は−10.9で、改善が企業全体に広がったわけではありません。", "sources": [ { "url": "https://www.mof.go.jp/pri/reference/bos/results/1c202602.pdf", "title": "法人企業景気予測調査 2026年7〜9月期", "published_on": "2026-09-11", "observed_at": "2026-09-12T01:28:40.928091+09:00", "supports": "9月11日公表。大企業全産業BSIは5.3、製造業7.6。前期はそれぞれ−0.5、−1.8。中小企業全産業は−10.9。" } ], "market_analysis": "大企業の景況感の改善は前向きな材料ですが、中小企業は厳しさが残ります。発表後15分は先物安が続きました。ただし、同時刻の企業物価と9時のSQの寄り付きが重なっており、この調査への失望だけを表す値動きとは読めません。", "analysis_stage": "hour", "analysis_sources": [ { "url": "https://www.mof.go.jp/pri/reference/bos/results/1c202602.pdf", "title": "法人企業景気予測調査 2026年7〜9月期", "published_on": "2026-09-11", "observed_at": "2026-09-12T01:28:40.928091+09:00", "supports": "9月11日公表。大企業全産業BSIは5.3、製造業7.6。前期はそれぞれ−0.5、−1.8。中小企業全産業は−10.9。" }, { "url": "https://www.boj.or.jp/statistics/pi/cgpi_release/cgpi2608.pdf", "title": "企業物価指数 2026年8月速報", "published_on": "2026-09-11", "observed_at": "2026-09-12T01:28:40.928091+09:00", "supports": "9月11日8:50公表。国内企業物価指数の前月比−0.2%、前年比7.6%。" }, { "url": "https://alumina-ai.jp/calendar/data.json#jp-business-q3", "title": "先物・ドル円の保存済み観測記録", "published_on": "", "observed_at": "2026-09-12T01:28:40.928091+09:00", "supports": "market_timelineの同一系列・発表前基準と開始足、5・10・15・60分後の観測値。値動きの解釈はAluminaによる。" } ], "reaction_method": "cached-prices-v1", "price_observation": { "series": "NIY=F", "label": "日経225先物（CME・円建て）", "interval": 300, "baseline_at": "2026-09-11T08:50:00+09:00", "baseline": 63380.0, "points": [ { "minutes": 5, "at": "2026-09-11T08:55:00+09:00", "close": 63130.0 }, { "minutes": 60, "at": "2026-09-11T09:50:00+09:00", "close": 63155.0 } ] }, "reaction_context_applied": {} }, "market_timeline": { "schema_version": 2, "event_id": "jp-business-q3", "event_date": "2026-09-11", "anchor_at": "2026-09-11T08:50:00+09:00", "basis": "release", "markets": { "nikkei": { "series": "NIY=F", "title": "日経225先物（CME・円建て）", "decimals": 0, "interval": 300, "baseline": { "at": "2026-09-11T08:50:00+09:00", "price": 63380.0, "kind": "bar_close" }, "points": [ { "minutes": 0, "at": "2026-09-11T08:50:00+09:00", "price": 63370.0, "kind": "bar_open" }, { "minutes": 5, "at": "2026-09-11T08:55:00+09:00", "price": 63130.0, "kind": "bar_close" }, { "minutes": 10, "at": "2026-09-11T09:00:00+09:00", "price": 62990.0, "kind": "bar_close" }, { "minutes": 15, "at": "2026-09-11T09:05:00+09:00", "price": 62910.0, "kind": "bar_close" }, { "minutes": 60, "at": "2026-09-11T09:50:00+09:00", "price": 63155.0, "kind": "bar_close" } ] }, "fx": { "series": "JPY=X", "title": "ドル円", "decimals": 3, "interval": 300, "baseline": { "at": "2026-09-11T08:50:00+09:00", "price": 154.48899841308594, "kind": "bar_close" }, "points": [ { "minutes": 0, "at": "2026-09-11T08:50:00+09:00", "price": 154.48800659179688, "kind": "bar_open" }, { "minutes": 5, "at": "2026-09-11T08:55:00+09:00", "price": 154.50399780273438, "kind": "bar_close" }, { "minutes": 10, "at": "2026-09-11T09:00:00+09:00", "price": 154.45599365234375, "kind": "bar_close" }, { "minutes": 15, "at": "2026-09-11T09:05:00+09:00", "price": 154.41799926757812, "kind": "bar_close" }, { "minutes": 60, "at": "2026-09-11T09:50:00+09:00", "price": 154.5399932861328, "kind": "bar_close" } ] } }, "complete": true }, "done": false, "result_note": null }, { "id": "jp-consumer-202609", "title": "消費動向調査（9月）", "short": "消費動向調査", "date": "2026-10-05", "end_date": null, "time_jst": "14:00", "timezone": "JST", "kind": "macro", "importance": "中", "certainty": "confirmed", "source_url": "https://www.esri.cao.go.jp/jp/stat/stat-schedule.html", "verified_at": "2026-09-07", "subject_code": null, "relations": [], "tokyo_reaction": "2026-10-05", "note": null, "market_view": null, "market_expectation": null, "market_result": null, "market_timeline": null, "done": false, "result_note": null }, { "id": "jp-consumer-202610", "title": "消費動向調査（10月）", "short": "消費動向調査", "date": "2026-10-29", "end_date": null, "time_jst": "14:00", "timezone": "JST", "kind": "macro", "importance": "中", "certainty": "confirmed", "source_url": "https://www.esri.cao.go.jp/jp/stat/stat-schedule.html", "verified_at": "2026-09-07", "subject_code": null, "relations": [], "tokyo_reaction": "2026-10-29", "note": null, "market_view": null, "market_expectation": null, "market_result": null, "market_timeline": null, "done": false, "result_note": null }, { "id": "jp-gdp-2026q2-second", "title": "日本GDP（4〜6月期・2次速報）", "short": "日本GDP", "date": "2026-09-08", "end_date": null, "time_jst": "08:50", "timezone": "JST", "kind": "macro", "importance": "高", "certainty": "confirmed", "source_url": "https://www.esri.cao.go.jp/jp/sna/kouhyou/kouhyou_top.html", "verified_at": "2026-09-07", "subject_code": null, "relations": [], "tokyo_reaction": "2026-09-08", "note": null, "market_view": null, "market_expectation": null, "market_result": { "event_id": "jp-gdp-2026q2-second", "event_date": "2026-09-08", "summary": "実質GDPは前期比＋0.4％、年率＋1.4％。1次速報の前期比＋0.3％、年率＋1.1％から上方修正された。", "meaning": "上方修正されたものの、個人消費は横ばいで設備投資は0.9％減。国内の消費や投資が力強く回復したとまでは読めない。", "market_reaction": "発表後、ドル円は発表前の153.95円付近から一時153.63円まで下落し、9時5分時点では153.8円付近だった。発表前から円買いと日銀の利上げ観測が続いており、GDPだけを原因とは断定できない。", "reaction_at": "2026-09-08T09:05:00+09:00", "sources": [ { "url": "https://www.esri.cao.go.jp/jp/sna/data/data_list/sokuhou/gaiyou/pdf/main_1.pdf", "title": "2026年4〜6月期四半期別GDP速報 2次速報値 資料1", "published_on": "2026-09-08", "observed_at": "2026-09-09T07:00:05+09:00", "supports": "実質GDPの前期比・年率、1次速報との比較、個人消費と民間企業設備の前期比。" } ], "reaction_sources": [ { "url": "https://www.oanda.jp/lab-education/market_news/j-gdp-2-2026-sep-review/", "title": "日本GDP2次速報 結果とドル円・日経225", "published_on": "2026-09-08", "observed_at": "2026-09-09T07:00:05+09:00", "supports": "発表前後のドル円水準、9時5分時点の観測値、発表前から続いていた円買いと日銀利上げ観測。" } ], "checked_at": "2026-09-12T01:28:40.928091+09:00", "result_checked_at": "2026-09-09T07:00:05+09:00", "market_analysis": "上方修正でも個人消費は横ばい、設備投資は減少し、内需の強さを示す結果とは言い切れません。ドル円は5分後の円安から10分後には円高へ転換。当時の報道では発表前から円買いが続いており、GDPだけへの反応とは分けて読みたい場面です。", "analysis_stage": "hour", "analysis_sources": [ { "url": "https://www.oanda.jp/lab-education/market_news/j-gdp-2-2026-sep-review/", "title": "GDP2次速報後のドル円と日本株の反応", "published_on": "2026-09-08", "observed_at": "2026-09-12T01:28:40.928091+09:00", "supports": "9:36配信。実質GDP前期比0.4%、年率1.4%、消費横ばい、設備投資−0.9%。発表前から円買いが見られたとの記述。" }, { "url": "https://alumina-ai.jp/calendar/data.json#jp-gdp-2026q2-second", "title": "先物・ドル円の保存済み観測記録", "published_on": "", "observed_at": "2026-09-12T01:28:40.928091+09:00", "supports": "market_timelineの同一系列・発表前基準と開始足、5・10・15・60分後の観測値。値動きの解釈はAluminaによる。" } ] }, "market_timeline": { "schema_version": 2, "event_id": "jp-gdp-2026q2-second", "event_date": "2026-09-08", "anchor_at": "2026-09-08T08:50:00+09:00", "basis": "release", "markets": { "fx": { "series": "JPY=X", "title": "ドル円", "decimals": 3, "interval": 300, "baseline": { "at": "2026-09-08T08:50:00+09:00", "price": 153.89199829101562, "kind": "bar_close" }, "points": [ { "minutes": 0, "at": "2026-09-08T08:50:00+09:00", "price": 153.88299560546875, "kind": "bar_open" }, { "minutes": 5, "at": "2026-09-08T08:55:00+09:00", "price": 153.9709930419922, "kind": "bar_close" }, { "minutes": 10, "at": "2026-09-08T09:00:00+09:00", "price": 153.8179931640625, "kind": "bar_close" }, { "minutes": 15, "at": "2026-09-08T09:05:00+09:00", "price": 153.77499389648438, "kind": "bar_close" }, { "minutes": 60, "at": "2026-09-08T09:50:00+09:00", "price": 153.72300720214844, "kind": "bar_close" } ] } }, "complete": false }, "done": false, "result_note": null }, { "id": "jp-cgpi-202608", "title": "企業物価指数（8月）", "short": "企業物価指数", "date": "2026-09-11", "end_date": null, "time_jst": "08:50", "timezone": "JST", "kind": "macro", "importance": "中", "certainty": "confirmed", "source_url": "https://www.boj.or.jp/about/calendar/", "verified_at": "2026-09-07", "subject_code": null, "relations": [], "tokyo_reaction": "2026-09-11", "note": null, "market_view": null, "market_expectation": { "context": "7月の国内企業物価は前月比0.1％、前年比7.2％だった。8月は輸入価格の変化が、国内の企業間取引価格へどこまで広がったかが焦点になる。", "consensus": "前月比0.0％／前年比＋7.4％", "hope": "企業の仕入れ価格の伸びが予想内に収まれば、利益を圧迫するコストへの警戒を抑えられる。", "upside": "", "downside": "鈍化が需要低迷によるものなら、売上面では安心できない。石油関連や飲食料品など、品目別の広がりを確認したい。", "watch": "", "change": "裏付けのない直近の原油高という記述を削除。確認時点では8月分の公表前。", "event_id": "jp-cgpi-202608", "event_date": "2026-09-11", "status": "reviewed", "sources": [ { "url": "https://www.boj.or.jp/statistics/pi/cgpi_release/cgpi2607.pdf", "title": "企業物価指数（2026年7月速報）", "published_on": "2026-08-13", "observed_at": "2026-09-11T07:00:04+09:00", "supports": "7月の国内企業物価指数が前月比0.1％、前年比7.2％だったことと品目別内訳。" }, { "url": "https://www.boj.or.jp/statistics/pi/cgpi_release/", "title": "企業物価指数の公表データ一覧", "published_on": "", "observed_at": "2026-09-11T07:00:04+09:00", "supports": "確認時点で最新掲載が2026年7月分であり、8月分は未公表であること。" } ], "checked_at": "2026-09-11T07:09:38+09:00" }, "market_result": { "event_id": "jp-cgpi-202608", "event_date": "2026-09-11", "checked_at": "2026-09-12T01:29:01.139946+09:00", "result_checked_at": "2026-09-12T01:28:40.928091+09:00", "market_reaction": "日経225先物（CME・円建て）は発表前63,380円 → 5分後63,130円（-250円）、1時間後63,155円（-225円）。", "reaction_at": "2026-09-11T09:50:00+09:00", "reaction_sources": [ { "url": "https://alumina-ai.jp/calendar/data.json#jp-cgpi-202608", "title": "値動きの観測記録", "observed_at": "2026-09-12T01:29:01.139946+09:00", "published_on": "", "supports": "price_observationに保存した同一系列の比較日時・価格。差額と騰落率はその値から算出。" } ], "summary": "8月の国内企業物価は前月比−0.2％（予想0.0％）、前年比＋7.6％（予想＋7.4％）でした。", "meaning": "前月からは価格が下がった一方、前年に比べると高い水準が続いています。月々の変化と前年比では、受け止め方が異なる結果です。", "sources": [ { "url": "https://www.boj.or.jp/statistics/pi/cgpi_release/cgpi2608.pdf", "title": "企業物価指数 2026年8月速報", "published_on": "2026-09-11", "observed_at": "2026-09-12T01:28:40.928091+09:00", "supports": "9月11日8:50公表。国内企業物価指数の前月比−0.2%、前年比7.6%。" } ], "market_analysis": "前月比は予想より弱く、前年比は予想より強い、方向の分かれる結果です。発表後は先物安でしたが、同時刻の景況調査や9時のSQの寄り付きも重なります。物価だけで売られたと決めつけず、月々のコスト圧力が和らいだ点も押さえたい結果です。", "analysis_stage": "hour", "analysis_sources": [ { "url": "https://www.boj.or.jp/statistics/pi/cgpi_release/cgpi2608.pdf", "title": "企業物価指数 2026年8月速報", "published_on": "2026-09-11", "observed_at": "2026-09-12T01:28:40.928091+09:00", "supports": "9月11日8:50公表。国内企業物価指数の前月比−0.2%、前年比7.6%。" }, { "url": "https://www.mof.go.jp/pri/reference/bos/results/1c202602.pdf", "title": "法人企業景気予測調査 2026年7〜9月期", "published_on": "2026-09-11", "observed_at": "2026-09-12T01:28:40.928091+09:00", "supports": "9月11日公表。大企業全産業BSIは5.3、製造業7.6。前期はそれぞれ−0.5、−1.8。中小企業全産業は−10.9。" }, { "url": "https://alumina-ai.jp/calendar/data.json#jp-cgpi-202608", "title": "先物・ドル円の保存済み観測記録", "published_on": "", "observed_at": "2026-09-12T01:28:40.928091+09:00", "supports": "market_timelineの同一系列・発表前基準と開始足、5・10・15・60分後の観測値。値動きの解釈はAluminaによる。" } ], "reaction_method": "cached-prices-v1", "price_observation": { "series": "NIY=F", "label": "日経225先物（CME・円建て）", "interval": 300, "baseline_at": "2026-09-11T08:50:00+09:00", "baseline": 63380.0, "points": [ { "minutes": 5, "at": "2026-09-11T08:55:00+09:00", "close": 63130.0 }, { "minutes": 60, "at": "2026-09-11T09:50:00+09:00", "close": 63155.0 } ] }, "reaction_context_applied": {} }, "market_timeline": { "schema_version": 2, "event_id": "jp-cgpi-202608", "event_date": "2026-09-11", "anchor_at": "2026-09-11T08:50:00+09:00", "basis": "release", "markets": { "nikkei": { "series": "NIY=F", "title": "日経225先物（CME・円建て）", "decimals": 0, "interval": 300, "baseline": { "at": "2026-09-11T08:50:00+09:00", "price": 63380.0, "kind": "bar_close" }, "points": [ { "minutes": 0, "at": "2026-09-11T08:50:00+09:00", "price": 63370.0, "kind": "bar_open" }, { "minutes": 5, "at": "2026-09-11T08:55:00+09:00", "price": 63130.0, "kind": "bar_close" }, { "minutes": 10, "at": "2026-09-11T09:00:00+09:00", "price": 62990.0, "kind": "bar_close" }, { "minutes": 15, "at": "2026-09-11T09:05:00+09:00", "price": 62910.0, "kind": "bar_close" }, { "minutes": 60, "at": "2026-09-11T09:50:00+09:00", "price": 63155.0, "kind": "bar_close" } ] }, "fx": { "series": "JPY=X", "title": "ドル円", "decimals": 3, "interval": 300, "baseline": { "at": "2026-09-11T08:50:00+09:00", "price": 154.48899841308594, "kind": "bar_close" }, "points": [ { "minutes": 0, "at": "2026-09-11T08:50:00+09:00", "price": 154.48800659179688, "kind": "bar_open" }, { "minutes": 5, "at": "2026-09-11T08:55:00+09:00", "price": 154.50399780273438, "kind": "bar_close" }, { "minutes": 10, "at": "2026-09-11T09:00:00+09:00", "price": 154.45599365234375, "kind": "bar_close" }, { "minutes": 15, "at": "2026-09-11T09:05:00+09:00", "price": 154.41799926757812, "kind": "bar_close" }, { "minutes": 60, "at": "2026-09-11T09:50:00+09:00", "price": 154.5399932861328, "kind": "bar_close" } ] } }, "complete": true }, "done": false, "result_note": null }, { "id": "boj-minutes-202607", "title": "日銀 議事要旨（7月30〜31日会合）", "short": "日銀 議事要旨", "date": "2026-09-28", "end_date": null, "time_jst": "08:50", "timezone": "JST", "kind": "macro", "importance": "中", "certainty": "confirmed", "source_url": "https://www.boj.or.jp/about/calendar/", "verified_at": "2026-09-07", "subject_code": null, "relations": [], "tokyo_reaction": "2026-09-28", "note": null, "market_view": null, "market_expectation": { "context": "対象は7月30～31日会合の議論であり、9月会合後の政策判断そのものではない。物価、賃金、為替と追加利上げの条件を確認したい。", "consensus": "", "hope": "追加利上げに慎重な意見が多ければ、借入負担の大きい企業には安心材料となりそう。", "upside": "", "downside": "議事要旨は約2か月前の議論で、その後の統計や9月会合の判断を反映しない。", "watch": "", "change": "", "event_id": "boj-minutes-202607", "event_date": "2026-09-28", "status": "reviewed", "sources": [ { "url": "https://www.boj.or.jp/mopo/mpmsche_minu/", "title": "金融政策決定会合の運営", "published_on": "", "observed_at": "2026-09-16T07:00:04+09:00", "supports": "7月30～31日会合の議事要旨が9月28日に公表予定であること。" }, { "url": "https://www.boj.or.jp/mopo/mpmsche_minu/minu_2026/index.htm", "title": "金融政策決定会合議事要旨 2026年", "published_on": "", "observed_at": "2026-09-16T07:00:04+09:00", "supports": "確認時点では対象の議事要旨が未公表であること。" } ], "checked_at": "2026-09-16T07:06:34+09:00" }, "market_result": null, "market_timeline": null, "done": false, "result_note": null }, { "id": "tankan-2026-09", "title": "日銀短観（9月調査・概要および要旨）", "short": "日銀短観", "date": "2026-10-01", "end_date": null, "time_jst": "08:50", "timezone": "JST", "kind": "macro", "importance": "高", "certainty": "confirmed", "source_url": "https://www.boj.or.jp/about/calendar/", "verified_at": "2026-09-07", "subject_code": null, "relations": [], "tokyo_reaction": "2026-10-01", "note": null, "market_view": null, "market_expectation": null, "market_result": null, "market_timeline": null, "done": false, "result_note": null }, { "id": "boj-opinions-202609", "title": "日銀 主な意見（9月17〜18日会合）", "short": "日銀 主な意見", "date": "2026-10-01", "end_date": null, "time_jst": "08:50", "timezone": "JST", "kind": "macro", "importance": "中", "certainty": "confirmed", "source_url": "https://www.boj.or.jp/about/calendar/", "verified_at": "2026-09-07", "subject_code": null, "relations": [], "tokyo_reaction": "2026-10-01", "note": null, "market_view": null, "market_expectation": null, "market_result": null, "market_timeline": null, "done": false, "result_note": null }, { "id": "yaskawa-2027q2", "title": "安川電機（6506）2027年2月期 第2四半期決算（会社予定）", "short": "安川電機", "date": "2026-10-09", "end_date": null, "time_jst": "時刻未公表", "timezone": "JST", "kind": "earnings", "importance": "高", "certainty": "confirmed", "source_url": "https://www.yaskawa.co.jp/ir/calendar", "verified_at": "2026-09-07", "subject_code": "65060", "relations": [ { "code": "65060", "type": "self", "label": "FA関連" }, { "code": "61410", "type": "peer", "label": "FA関連" }, { "code": "63240", "type": "peer", "label": "FA関連" } ], "tokyo_reaction": null, "note": "会社公表の予定日。発表時刻は未確認のため、東京市場が反応できる日は時刻公表後に確定します。", "market_view": null, "market_expectation": null, "market_result": null, "market_timeline": null, "done": false, "result_note": null }, { "id": "ir-14330-2026-09-09", "title": "ベステラ（1433）第54期 第2四半期決算", "short": "ベステラ決算", "date": "2026-09-09", "end_date": null, "time_jst": "15:30", "timezone": "JST", "kind": "earnings", "importance": "中", "certainty": "confirmed", "source_url": "https://www.besterra.co.jp/ir/calendar.html", "verified_at": "2026-09-09", "subject_code": "14330", "relations": [ { "code": "14330", "type": "self", "label": "自社の決算" } ], "tokyo_reaction": "2026-09-10", "note": null, "market_view": null, "market_expectation": { "context": "ベステラは大型工事の完成時期で利益が動く。今期の進み具合と、これから売上になる受注残を合わせて見る。", "consensus": "", "hope": "解体工事を利益につなげながら、次の仕事も確保できているかを見たい。", "upside": "", "downside": "利益が増えても、工事の前倒しが主因なら続くとは限らない。人件費や外注費の増加にも注意。", "watch": "", "change": "", "event_id": "ir-14330-2026-09-09", "event_date": "2026-09-09", "status": "unconfirmed", "sources": [ { "url": "https://scouter.monex.co.jp/news/detail/1433_20260609_act_20260609_153011_1", "title": "ベステラ 2027年1月期第1四半期 業績ニュース", "published_on": "2026-06-09", "supports": "第1四半期実績と会社業績予想" }, { "url": "https://www.ir-tracker.com/ja/articles/1433-2027-Q1", "title": "ベステラ株式会社 2027年度 第1四半期決算", "published_on": "2026-06-09", "supports": "増収増益と採算性に関する整理" } ], "checked_at": "2026-09-08T19:57:41+09:00", "edited_at": "2026-09-08T21:21:29+09:00" }, "market_result": { "event_id": "ir-14330-2026-09-09", "event_date": "2026-09-09", "summary": "中間期は売上高58.95億円（前年同期比15.6％増）、営業利益5.74億円（154.1％増）。一方、純利益は投資有価証券評価損の影響で0.99億円（55.1％減）となった。", "meaning": "大型工事の進捗と選択受注による本業の増益は安心材料。ただし、工事の進捗時期で業績が動くうえ、評価損で通期純利益予想を5.3億円へ下方修正しており、営業利益と最終利益の差に注意したい。", "market_reaction": "翌営業日の9/10終値は1,234.0円。9/9終値比-2.0円（-0.16％）。", "reaction_at": "2026-09-10T15:30:00+09:00", "sources": [ { "url": "https://finance-frontend-pc-dist.west.edge.storage-yahoo.jp/disclosure/20260909/20260909533607.pdf", "title": "2027年1月期 第2四半期（中間期）決算短信〔日本基準〕（連結）", "published_on": "2026-09-09", "observed_at": "2026-09-11T02:30:05+09:00", "supports": "2026年2～7月の売上高、営業利益、純利益と前年同期比、大型工事・選択受注の寄与、投資有価証券評価損および修正後の通期純利益予想。" } ], "reaction_sources": [ { "url": "https://alumina-ai.jp/calendar/data.json#ir-14330-2026-09-09", "title": "値動きの観測記録", "observed_at": "2026-09-11T21:26:22.365054+09:00", "published_on": "", "supports": "price_observationに保存した同一系列の比較日時・価格。差額と騰落率はその値から算出。" } ], "checked_at": "2026-09-11T21:26:22.365054+09:00", "result_checked_at": "2026-09-11T02:34:22+09:00", "reaction_method": "cached-prices-v1", "price_observation": { "series": "14330", "label": "当該銘柄", "baseline_date": "2026-09-09", "baseline": 1236.0, "at": "2026-09-10T15:30:00+09:00", "date": "2026-09-10", "close": 1234.0, "period": "翌営業日" }, "reaction_context_applied": {} }, "market_timeline": null, "done": true, "result_note": null }, { "id": "ir-50320-2026-09-09", "title": "ANYCOLOR（5032）2027年4月期 第1四半期決算", "short": "ANYCOLOR決算", "date": "2026-09-09", "end_date": null, "time_jst": "15:30", "timezone": "JST", "kind": "earnings", "importance": "中", "certainty": "confirmed", "source_url": "https://www.anycolor.co.jp/ir/calendar", "verified_at": "2026-09-09", "subject_code": "50320", "relations": [ { "code": "50320", "type": "self", "label": "自社の決算" } ], "tokyo_reaction": "2026-09-10", "note": null, "market_view": null, "market_expectation": { "context": "今期は会社が増収ながら営業減益を見込む。人件費などが増えるなか、配信、グッズ、イベント、企業案件の複数分野で成長を保てるかが焦点になる。", "consensus": "通期会社計画：売上高560〜600億円／営業利益180〜200億円", "hope": "売上の伸びで先行投資の負担を吸収し、高い利益率を維持できるかを見たい。", "upside": "", "downside": "一部商品のヒットで売上が伸びても、他の分野に広がりがなければ持続性は判断しにくい。費用の増え方も合わせて確認したい。", "watch": "", "change": "会社計画の数値を一次資料で再確認し、増収・営業減益の背景を整理。", "event_id": "ir-50320-2026-09-09", "event_date": "2026-09-09", "status": "reviewed", "sources": [ { "url": "https://finance-frontend-pc-dist.west.edge.storage-yahoo.jp/disclosure/20260610/20260610567133.pdf", "title": "ANYCOLOR 2026年4月期 決算短信", "published_on": "2026-06-10", "observed_at": "2026-09-09T07:00:05+09:00", "supports": "2026年4月期実績、2027年4月期の売上高・営業利益の会社計画、事業分野、人件費増加による減益見通し。" }, { "url": "https://www.anycolor.co.jp/ir/calendar", "title": "ANYCOLOR IRカレンダー", "published_on": "", "observed_at": "2026-09-09T07:00:05+09:00", "supports": "2027年4月期第1四半期決算の発表予定。" } ], "checked_at": "2026-09-09T07:00:05+09:00" }, "market_result": { "event_id": "ir-50320-2026-09-09", "event_date": "2026-09-09", "summary": "第1四半期は売上高166.20億円（前年同期比5.4％増）、営業利益63.90億円（同8.8％減）。保存済み通期計画と同じく、増収・営業減益となった。", "meaning": "売上成長の継続は安心材料だが、利益減少には注意が必要。営業利益は通期計画180～200億円の約32～36％まで進んだものの、事業の季節性や四半期ごとの偏りを考慮したい。", "market_reaction": "翌営業日の9/10終値は3,240.0円。9/9終値比+385.0円（+13.49％）。", "reaction_at": "2026-09-10T15:30:00+09:00", "sources": [ { "url": "https://www.release.tdnet.info/inbs/140120260909533416.pdf", "title": "ANYCOLOR 2027年4月期 第1四半期決算短信", "published_on": "2026-09-09", "observed_at": "2026-09-11T06:00:04+09:00", "supports": "2026年5～7月の売上高166億20百万円、営業利益63億90百万円、各前年同期比および通期会社計画。" } ], "reaction_sources": [ { "url": "https://alumina-ai.jp/calendar/data.json#ir-50320-2026-09-09", "title": "値動きの観測記録", "observed_at": "2026-09-11T21:26:22.365054+09:00", "published_on": "", "supports": "price_observationに保存した同一系列の比較日時・価格。差額と騰落率はその値から算出。" } ], "checked_at": "2026-09-11T21:26:22.365054+09:00", "result_checked_at": "2026-09-11T06:03:23+09:00", "reaction_method": "cached-prices-v1", "price_observation": { "series": "50320", "label": "当該銘柄", "baseline_date": "2026-09-09", "baseline": 2855.0, "at": "2026-09-10T15:30:00+09:00", "date": "2026-09-10", "close": 3240.0, "period": "翌営業日" }, "reaction_context_applied": {} }, "market_timeline": null, "done": true, "result_note": null }, { "id": "ir-70640-2026-09-09", "title": "ハウテレビジョン（7064）第2四半期決算", "short": "ハウテレビジョン決算", "date": "2026-09-09", "end_date": null, "time_jst": "15:30", "timezone": "JST", "kind": "earnings", "importance": "中", "certainty": "confirmed", "source_url": "https://howtelevision.co.jp/ir/calendar/", "verified_at": "2026-09-09", "subject_code": "70640", "relations": [ { "code": "70640", "type": "self", "label": "自社の決算" } ], "tokyo_reaction": "2026-09-10", "note": null, "market_view": null, "market_expectation": { "context": "ハウテレビジョンは第1四半期に利益が先行した。採用時期による偏りと、新事業への投資負担を吸収できるかを見たい。", "consensus": "通期会社計画：売上高31億円／営業利益0.5億円（第1四半期決算時点）", "hope": "好調な新卒採用サービスの利益が、通期でも残るかが焦点。", "upside": "", "downside": "四半期だけの好調で判断しない。費用増を織り込んでも、年間計画を上回る余地があるかを確認したい。", "watch": "", "change": "", "event_id": "ir-70640-2026-09-09", "event_date": "2026-09-09", "status": "reviewed", "sources": [ { "url": "https://finance-frontend-pc-dist.west.edge.storage-yahoo.jp/disclosure/20260610/20260610567073.pdf", "title": "ハウテレビジョン 2027年1月期 第1四半期決算短信", "published_on": "2026-06-10", "supports": "第1四半期実績と通期会社計画の据え置き" }, { "url": "https://s.kabutan.jp/news/n202606110741/", "title": "ハウテレビジョン、1Qは営業利益4.7倍の大幅増益", "published_on": "2026-06-11", "supports": "第1四半期の増収増益と利益進捗" } ], "checked_at": "2026-09-08T19:35:53+09:00", "edited_at": "2026-09-08T21:21:29+09:00" }, "market_result": { "event_id": "ir-70640-2026-09-09", "event_date": "2026-09-09", "summary": "中間期は売上高16.54億円（前年同期比17.5％増）、営業利益3.29億円（同15.9％増）。営業利益は保存済み通期計画0.5億円を既に上回った。", "meaning": "増収増益と高い利益進捗は安心材料。ただし、通期計画は下期の投資負担を見込んでいるため、中間期までの利益をそのまま年間業績へ延長して考えないことが重要となる。", "market_reaction": "翌営業日の9/10終値は959.0円。9/9終値比-62.0円（-6.07％）。", "reaction_at": "2026-09-10T15:30:00+09:00", "sources": [ { "url": "https://www.release.tdnet.info/inbs/140120260907532701.pdf", "title": "ハウテレビジョン 2027年1月期 第2四半期（中間期）決算短信", "published_on": "2026-09-09", "observed_at": "2026-09-11T06:00:04+09:00", "supports": "2026年2～7月の売上高16億54百万円、営業利益3億29百万円、各前年同期比および通期会社計画。" } ], "reaction_sources": [ { "url": "https://alumina-ai.jp/calendar/data.json#ir-70640-2026-09-09", "title": "値動きの観測記録", "observed_at": "2026-09-11T21:26:22.365054+09:00", "published_on": "", "supports": "price_observationに保存した同一系列の比較日時・価格。差額と騰落率はその値から算出。" } ], "checked_at": "2026-09-11T21:26:22.365054+09:00", "result_checked_at": "2026-09-11T06:03:23+09:00", "reaction_method": "cached-prices-v1", "price_observation": { "series": "70640", "label": "当該銘柄", "baseline_date": "2026-09-09", "baseline": 1021.0, "at": "2026-09-10T15:30:00+09:00", "date": "2026-09-10", "close": 959.0, "period": "翌営業日" }, "reaction_context_applied": {} }, "market_timeline": null, "done": true, "result_note": null }, { "id": "ir-186A0-2026-09-11", "title": "アストロスケールHD（186A）2027年4月期 第1四半期決算", "short": "アストロスケールHD決算", "date": "2026-09-11", "end_date": null, "time_jst": "16:00", "timezone": "JST", "kind": "earnings", "importance": "中", "certainty": "confirmed", "source_url": "https://www.astroscale.com/en/ir/calendar", "verified_at": "2026-09-11", "subject_code": "186A0", "relations": [ { "code": "186A0", "type": "self", "label": "自社の決算" }, { "code": "94120", "type": "peer", "label": "宇宙関連" }, { "code": "464A0", "type": "peer", "label": "宇宙関連" }, { "code": "290A0", "type": "peer", "label": "宇宙関連" } ], "tokyo_reaction": "2026-09-14", "note": null, "market_view": null, "market_expectation": { "context": "案件の売上は開発工程の進行などに応じて計上されるため、受注額と同時期には表れない。受注済み案件の進捗に加え、先行する開発支出と手元資金を分けて見る必要がある。", "consensus": "", "hope": "受注済みの宇宙事業が計画どおり進み、売上計上と損失縮小につながっているかを見たい。", "upside": "", "downside": "大型受注が増えても、開発費の支払いが先行すれば資金負担は重い。工程の遅れや追加調達の必要性に注意したい。", "watch": "", "change": "裏付けが不十分だった「期初受注残から大幅増収を見込まない方針」を削除し、収益認識と資金負担に絞った。", "event_id": "ir-186A0-2026-09-11", "event_date": "2026-09-11", "status": "reviewed", "sources": [ { "url": "https://finance.stockweather.co.jp/contents/dispPDF.aspx?disclosure=20260409500974", "title": "Astroscale Business Update April 2026", "published_on": "2026-04-09", "observed_at": "2026-09-09T07:00:05+09:00", "supports": "案件進捗に応じた売上認識、受注残、開発費、フリーキャッシュフロー、手元資金と資金調達方針。" }, { "url": "https://www.astroscale.com/en/ir/calendar", "title": "Astroscale IR Calendar", "published_on": "", "observed_at": "2026-09-09T07:00:05+09:00", "supports": "FY2027第1四半期決算を2026年9月11日に発表する予定。" }, { "url": "https://www.astroscale.com/en/ir/news?category=financialResults", "title": "Astroscale Financial Results Library", "published_on": "", "observed_at": "2026-09-09T07:00:05+09:00", "supports": "直近の決算資料と訂正資料の掲載状況。" } ], "checked_at": "2026-09-09T07:00:05+09:00" }, "market_result": { "event_id": "ir-186A0-2026-09-11", "event_date": "2026-09-11", "summary": "第1四半期は売上収益11億9,500万円、営業損失27億5,000万円、親会社所有者帰属の四半期損失30億7,100万円だった。保存済みの市場予想がないため、予想との差は算出できない。", "meaning": "売上収益は前年同期比4.4％減り、営業損失は前年同期の23億7,600万円から拡大した。通期予想は据え置かれたが、第1四半期時点では赤字が続いている。", "market_reaction": "翌営業日の9/14終値は1,020.0円。9/11終値比+10.0円（+0.99％）。", "reaction_at": "2026-09-14T15:30:00+09:00", "sources": [ { "url": "https://contents.xj-storage.jp/xcontents/AS82438/92b9a578/48f6/4d1a/841e/f4919f3fabf6/140120260911535119.pdf", "title": "2027年4月期 第1四半期決算短信〔IFRS〕（連結）", "published_on": "2026-09-11", "observed_at": "2026-09-12T04:00:09+09:00", "supports": "2026年5～7月の売上収益1,195百万円、営業損失2,750百万円、親会社所有者帰属の四半期損失3,071百万円、前年同期実績および通期予想を変更していないことを確認した。" } ], "reaction_sources": [ { "url": "https://alumina-ai.jp/calendar/data.json#ir-186A0-2026-09-11", "title": "値動きの観測記録", "observed_at": "2026-09-14T20:26:46.277250+09:00", "published_on": "", "supports": "price_observationに保存した同一系列の比較日時・価格。差額と騰落率はその値から算出。" } ], "market_analysis": "", "analysis_sources": [], "checked_at": "2026-09-14T20:26:46.277250+09:00", "analysis_stage": "initial", "result_checked_at": "2026-09-12T04:03:12+09:00", "reaction_method": "cached-prices-v1", "price_observation": { "series": "186A0", "label": "当該銘柄", "baseline_date": "2026-09-11", "baseline": 1010.0, "at": "2026-09-14T15:30:00+09:00", "date": "2026-09-14", "close": 1020.0, "period": "翌営業日" }, "reaction_context_applied": {} }, "market_timeline": null, "done": true, "result_note": null }, { "id": "ir-90220-2026-10-28", "title": "JR東海（9022）2027年3月期 第2四半期決算", "short": "JR東海決算", "date": "2026-10-28", "end_date": null, "time_jst": "時刻未公表", "timezone": "JST", "kind": "earnings", "importance": "中", "certainty": "confirmed", "source_url": "https://company.jr-central.co.jp/ir/calendar/", "verified_at": "2026-09-07", "subject_code": "90220", "relations": [ { "code": "90220", "type": "self", "label": "自社の決算" } ], "tokyo_reaction": null, "note": null, "market_view": null, "market_expectation": null, "market_result": null, "market_timeline": null, "done": false, "result_note": null }, { "id": "ir-51320-2026-09-09", "title": "pluszero（5132）2026年10月期 第3四半期決算", "short": "pluszero決算", "date": "2026-09-09", "end_date": null, "time_jst": "16:00", "timezone": "JST", "kind": "earnings", "importance": "中", "certainty": "confirmed", "source_url": "https://plus-zero.co.jp/ir/calendar/", "verified_at": "2026-09-09", "subject_code": "51320", "relations": [ { "code": "51320", "type": "self", "label": "自社の決算" } ], "tokyo_reaction": "2026-09-10", "note": null, "market_view": null, "market_expectation": { "context": "中間期は売上高8.51億円、営業利益3.12億円で、通期計画に対する進捗率はそれぞれ42.4％、42.0％。下期に売上が増える計画だけに、継続収入と案件の検収時期が焦点になる。", "consensus": "通期会社計画：売上高20.10億円／営業利益7.43億円", "hope": "AI開発案件に加え、サービス型の継続収入が増え、下期の売上拡大につながっているかを見たい。", "upside": "", "downside": "通期達成が最終四半期の大型案件に偏ると、検収の遅れが業績未達に直結する。売上だけでなく案件構成も確認したい。", "watch": "", "change": "中間期実績と通期会社計画に対する進捗率を一次資料で確認。", "event_id": "ir-51320-2026-09-09", "event_date": "2026-09-09", "status": "reviewed", "sources": [ { "url": "https://www2.jpx.co.jp/disc/51320/140120260610567321.pdf", "title": "pluszero 2026年10月期 第2四半期決算説明資料", "published_on": "2026-06-10", "observed_at": "2026-09-09T07:00:05+09:00", "supports": "中間期の売上高・営業利益、通期会社計画、各進捗率、サービス型売上を拡大する方針。" }, { "url": "https://plus-zero.co.jp/ir/calendar/", "title": "pluszero IRカレンダー", "published_on": "", "observed_at": "2026-09-09T07:00:05+09:00", "supports": "2026年10月期第3四半期決算の発表予定。" } ], "checked_at": "2026-09-09T07:00:05+09:00" }, "market_result": { "event_id": "ir-51320-2026-09-09", "event_date": "2026-09-09", "summary": "第3四半期累計は売上高13.61億円（前年同期比17.0％増）、営業利益5.09億円（同29.4％増）。保存済み通期計画への進捗率は、それぞれ約68％となった。", "meaning": "増収に加えて利益が大きく伸びた点は安心材料。一方、通期達成には残る3カ月で売上高約6.49億円、営業利益約2.34億円が必要であり、案件の検収時期には引き続き留意したい。", "market_reaction": "翌営業日の9/10終値は1,836.0円。9/9終値比-165.0円（-8.25％）。", "reaction_at": "2026-09-10T15:30:00+09:00", "sources": [ { "url": "https://www.release.tdnet.info/inbs/140120260909533521.pdf", "title": "pluszero 2026年10月期 第3四半期決算短信", "published_on": "2026-09-09", "observed_at": "2026-09-11T06:00:04+09:00", "supports": "2025年11月～2026年7月の売上高13億61百万円、営業利益5億9百万円、各前年同期比および通期会社計画。" } ], "reaction_sources": [ { "url": "https://alumina-ai.jp/calendar/data.json#ir-51320-2026-09-09", "title": "値動きの観測記録", "observed_at": "2026-09-11T21:26:22.365054+09:00", "published_on": "", "supports": "price_observationに保存した同一系列の比較日時・価格。差額と騰落率はその値から算出。" } ], "checked_at": "2026-09-11T21:26:22.365054+09:00", "result_checked_at": "2026-09-11T06:03:23+09:00", "reaction_method": "cached-prices-v1", "price_observation": { "series": "51320", "label": "当該銘柄", "baseline_date": "2026-09-09", "baseline": 2001.0, "at": "2026-09-10T15:30:00+09:00", "date": "2026-09-10", "close": 1836.0, "period": "翌営業日" }, "reaction_context_applied": {} }, "market_timeline": null, "done": true, "result_note": null }, { "id": "ir-78040-2026-09-09", "title": "ビーアンドピー（7804）2026年10月期 第3四半期決算", "short": "ビーアンドピー決算", "date": "2026-09-09", "end_date": null, "time_jst": "15:30", "timezone": "JST", "kind": "earnings", "importance": "中", "certainty": "confirmed", "source_url": "https://www.bandp.co.jp/ir/calendar/", "verified_at": "2026-09-09", "subject_code": "78040", "relations": [ { "code": "78040", "type": "self", "label": "自社の決算" } ], "tokyo_reaction": "2026-09-10", "note": null, "market_view": null, "market_expectation": { "context": "ビーアンドピーは中間期に増収・減益。スポーツ関連やグッズ、サイネージなどの案件が、後半の回復につながるかを見たい。", "consensus": "", "hope": "後半に予定する大型案件が売上になり、利益率も戻るかが焦点。", "upside": "", "downside": "売上が増えても、原材料や拠点の費用が膨らめば利益は残らない。大型案件の後ずれにも注意。", "watch": "", "change": "", "event_id": "ir-78040-2026-09-09", "event_date": "2026-09-09", "status": "unconfirmed", "sources": [ { "url": "https://www2.jpx.co.jp/disc/78040/140120260608565849.pdf", "title": "ビーアンドピー 2026年10月期 第2四半期決算短信", "published_on": "2026-06-09", "supports": "中間期の売上高、利益、事業環境" } ], "checked_at": "2026-09-08T19:57:41+09:00", "edited_at": "2026-09-08T21:21:29+09:00" }, "market_result": { "event_id": "ir-78040-2026-09-09", "event_date": "2026-09-09", "summary": "第3四半期累計は売上高34.81億円（前年同期比7.1％増）、営業利益5.20億円（同3.1％増）。中間期の減益から累計で増益へ転じた。", "meaning": "大型案件やグッズ制作の伸びで利益が回復した点は安心材料。ただし通期計画は据え置きで、売上高・営業利益の進捗は約70％にとどまり、第4四半期の案件実現が重要になる。", "market_reaction": "翌営業日の9/10終値は2,414.0円。9/9終値比+25.0円（+1.05％）。", "reaction_at": "2026-09-10T15:30:00+09:00", "sources": [ { "url": "https://www.release.tdnet.info/inbs/140120260908533045.pdf", "title": "ビーアンドピー 2026年10月期 第3四半期決算短信", "published_on": "2026-09-09", "observed_at": "2026-09-11T12:30:05+09:00", "supports": "2025年11月～2026年7月の売上高、営業利益、前年同期比、通期計画への進捗、業績予想据え置き" } ], "reaction_sources": [ { "url": "https://alumina-ai.jp/calendar/data.json#ir-78040-2026-09-09", "title": "値動きの観測記録", "observed_at": "2026-09-11T21:26:22.365054+09:00", "published_on": "", "supports": "price_observationに保存した同一系列の比較日時・価格。差額と騰落率はその値から算出。" } ], "checked_at": "2026-09-11T21:26:22.365054+09:00", "result_checked_at": "2026-09-11T12:32:32+09:00", "reaction_method": "cached-prices-v1", "price_observation": { "series": "78040", "label": "当該銘柄", "baseline_date": "2026-09-09", "baseline": 2389.0, "at": "2026-09-10T15:30:00+09:00", "date": "2026-09-10", "close": 2414.0, "period": "翌営業日" }, "reaction_context_applied": {} }, "market_timeline": null, "done": true, "result_note": null }, { "id": "fred-9-2026-09-16", "title": "米小売売上高", "short": "米小売売上", "date": "2026-09-16", "end_date": null, "time_jst": "21:30", "timezone": "JST", "kind": "macro", "importance": "中", "certainty": "confirmed", "source_url": "https://fred.stlouisfed.org/docs/api/fred/release_dates.html", "verified_at": "2026-09-13", "subject_code": null, "relations": [], "tokyo_reaction": "2026-09-17", "note": "個人消費の月次。景気の腰の強さを測る", "market_view": null, "market_expectation": { "context": "7月は総額が前月比0.6％減。販売額は物価変動を除いていないため、8月は自動車を除く数字や業種別の広がりも確認したい。", "consensus": "総合：前月比＋0.9％\n自動車除く：前月比＋0.5％", "hope": "米国の消費が、物価を再加速させるほど過熱せずに持ち直しているかが焦点。", "upside": "", "downside": "総額が増えても、値上がりの影響が大きければ、家計の実質的な購買力が強いとは限らない。", "watch": "", "change": "検証対象の自動車除く前月比＋0.6％は、実読できた公開カレンダーの＋0.5％へ訂正した。", "event_id": "fred-9-2026-09-16", "event_date": "2026-09-16", "status": "reviewed", "sources": [ { "url": "https://www.census.gov/retail/sales.html", "title": "Advance Monthly Sales for Retail and Food Services - July 2026", "published_on": "2026-08-14", "observed_at": "2026-09-16T07:00:04+09:00", "supports": "7月の小売・外食売上高が前月比0.6％減で、販売額が物価変動未調整であること。" }, { "url": "https://fx.minkabu.jp/indicators/US-RS", "title": "アメリカ・小売売上高", "published_on": "", "observed_at": "2026-09-16T07:00:04+09:00", "supports": "8月分の掲載予想が総合前月比0.9％、自動車除く前月比0.5％であること。" } ], "checked_at": "2026-09-16T07:06:34+09:00" }, "market_result": null, "market_timeline": { "schema_version": 2, "event_id": "fred-9-2026-09-16", "event_date": "2026-09-16", "anchor_at": "2026-09-16T21:30:00+09:00", "basis": "release", "markets": { "nikkei": { "series": "NIY=F", "title": "日経225先物（CME・円建て）", "decimals": 0, "interval": 300, "baseline": { "at": "2026-09-16T21:30:00+09:00", "price": 64250.0, "kind": "bar_close" }, "points": [ { "minutes": 0, "at": "2026-09-16T21:30:00+09:00", "price": 64275.0, "kind": "bar_open" }, { "minutes": 5, "at": "2026-09-16T21:35:00+09:00", "price": 64285.0, "kind": "bar_close" }, { "minutes": 10, "at": "2026-09-16T21:40:00+09:00", "price": 64275.0, "kind": "bar_close" }, { "minutes": 15, "at": "2026-09-16T21:45:00+09:00", "price": 64275.0, "kind": "bar_close" }, { "minutes": 60, "at": "2026-09-16T22:30:00+09:00", "price": 64265.0, "kind": "bar_close" } ] }, "fx": { "series": "JPY=X", "title": "ドル円", "decimals": 3, "interval": 300, "baseline": { "at": "2026-09-16T21:30:00+09:00", "price": 155.14999389648438, "kind": "bar_close" }, "points": [ { "minutes": 0, "at": "2026-09-16T21:30:00+09:00", "price": 155.1479949951172, "kind": "bar_open" }, { "minutes": 5, "at": "2026-09-16T21:35:00+09:00", "price": 155.14700317382812, "kind": "bar_close" }, { "minutes": 10, "at": "2026-09-16T21:40:00+09:00", "price": 155.17100524902344, "kind": "bar_close" }, { "minutes": 15, "at": "2026-09-16T21:45:00+09:00", "price": 155.16600036621094, "kind": "bar_close" }, { "minutes": 60, "at": "2026-09-16T22:30:00+09:00", "price": 155.2899932861328, "kind": "bar_close" } ] } }, "complete": true }, "done": false, "result_note": null }, { "id": "jp-cpi-national-2026-09-18", "title": "全国 消費者物価指数（2026年8月分）", "short": "全国CPI", "date": "2026-09-18", "end_date": null, "time_jst": "08:30", "timezone": "JST", "kind": "macro", "importance": "高", "certainty": "confirmed", "source_url": "https://www.stat.go.jp/data/kouhyou/e-stat_cpi.xml", "verified_at": "2026-09-13", "subject_code": null, "relations": [], "tokyo_reaction": "2026-09-18", "note": "総合、生鮮食品を除く総合、生鮮食品・エネルギーを除く総合を確認。東京都区部は全国とは別の系列です。", "market_view": null, "market_expectation": { "context": "7月は総合が前年比1.9％、生鮮食品を除く総合が1.8％だった。8月は食料やエネルギーと、サービス価格を分けて見る必要がある。", "consensus": "", "hope": "家計を圧迫する値上がりが広い品目へ再加速していなければ、消費関連株には安心材料となる。", "upside": "", "downside": "物価が弱くても消費の落ち込みが原因なら、企業の売上には逆風となる。総合指数だけでは判断しにくい。", "watch": "", "change": "検証対象にある8月分3系列の予想値をリンク先で実読確認できなかったため削除した。", "event_id": "jp-cpi-national-2026-09-18", "event_date": "2026-09-18", "status": "unconfirmed", "sources": [ { "url": "https://www.stat.go.jp/data/cpi/sokuhou/tsuki/pdf/zenkoku.pdf", "title": "2025年基準 消費者物価指数 全国 2026年7月分", "published_on": "2026-08-21", "observed_at": "2026-09-16T07:00:04+09:00", "supports": "7月の総合が前年比1.9％、生鮮食品を除く総合が1.8％だったこと。" } ], "checked_at": "2026-09-16T07:06:34+09:00" }, "market_result": null, "market_timeline": null, "done": false, "result_note": null }, { "id": "fred-192-2026-09-29", "title": "米JOLTS(求人件数)", "short": "米JOLTS", "date": "2026-09-29", "end_date": null, "time_jst": "23:00", "timezone": "JST", "kind": "macro", "importance": "中", "certainty": "confirmed", "source_url": "https://fred.stlouisfed.org/docs/api/fred/release_dates.html", "verified_at": "2026-09-13", "subject_code": null, "relations": [], "tokyo_reaction": "2026-09-30", "note": "求人件数=労働需給の緩みを見る。雇用統計の補助線。対象月は他の指標より遅れる", "market_view": null, "market_expectation": { "context": "求人件数は企業の採用意欲を示し、雇用の減速が緩やかか急かを見極める材料になる。離職率や採用数も合わせて確認したい。", "consensus": "", "hope": "求人が急減せず、賃金を押し上げるほどの過熱も和らいでいれば、景気と物価の両面で安心材料になりやすい。", "upside": "", "downside": "求人件数は改定されるうえ、減少には採用難の緩和と景気悪化の両方があり得るため、単独では判断しにくい。", "watch": "", "change": "", "event_id": "fred-192-2026-09-29", "event_date": "2026-09-29", "status": "unconfirmed", "sources": [], "checked_at": "2026-09-16T07:06:34+09:00" }, "market_result": null, "market_timeline": null, "done": false, "result_note": null }, { "id": "fred-54-2026-09-30", "title": "米個人所得・支出(PCE物価)", "short": "米PCE", "date": "2026-09-30", "end_date": null, "time_jst": "21:30", "timezone": "JST", "kind": "macro", "importance": "高", "certainty": "confirmed", "source_url": "https://fred.stlouisfed.org/docs/api/fred/release_dates.html", "verified_at": "2026-09-13", "subject_code": null, "relations": [], "tokyo_reaction": "2026-10-01", "note": "FRBが物価目標の判断に用いる指標。コアPCEの前年比が本命", "market_view": null, "market_expectation": { "context": "PCE物価は米連邦準備制度が重視する物価指標。総合だけでなく、振れの大きい食品とエネルギーを除くコアの前月比を確認したい。", "consensus": "", "hope": "コア物価の伸びが落ち着けば、追加利上げへの警戒が和らぎ、金利に敏感な成長株には支えとなりやすい。", "upside": "", "downside": "物価鈍化が所得や消費の急減を伴う場合は、金利低下だけで企業業績への不安を打ち消せない。", "watch": "", "change": "前回記録がなかったため新規作成した。", "event_id": "fred-54-2026-09-30", "event_date": "2026-09-30", "status": "unconfirmed", "sources": [], "checked_at": "2026-09-16T07:06:34+09:00" }, "market_result": null, "market_timeline": null, "done": false, "result_note": null }, { "id": "jp-cpi-tokyo-2026-10-02", "title": "東京都区部（中旬速報値） 消費者物価指数（2026年9月分）", "short": "東京都区部CPI", "date": "2026-10-02", "end_date": null, "time_jst": "08:30", "timezone": "JST", "kind": "macro", "importance": "中", "certainty": "confirmed", "source_url": "https://www.stat.go.jp/data/kouhyou/e-stat_cpi.xml", "verified_at": "2026-09-13", "subject_code": null, "relations": [], "tokyo_reaction": "2026-10-02", "note": "総合、生鮮食品を除く総合、生鮮食品・エネルギーを除く総合を確認。東京都区部は全国とは別の系列です。", "market_view": null, "market_expectation": null, "market_result": null, "market_timeline": null, "done": false, "result_note": null }, { "id": "fred-50-2026-10-02", "title": "米雇用統計", "short": "米雇用統計", "date": "2026-10-02", "end_date": null, "time_jst": "21:30", "timezone": "JST", "kind": "macro", "importance": "高", "certainty": "confirmed", "source_url": "https://fred.stlouisfed.org/docs/api/fred/release_dates.html", "verified_at": "2026-09-13", "subject_code": null, "relations": [], "tokyo_reaction": "2026-10-05", "note": "非農業部門雇用者数・失業率・平均時給。FOMCの判断材料として最も注目される月次指標", "market_view": null, "market_expectation": null, "market_result": null, "market_timeline": null, "done": false, "result_note": null }, { "id": "fred-10-2026-10-14", "title": "米CPI(消費者物価指数)", "short": "米CPI", "date": "2026-10-14", "end_date": null, "time_jst": "21:30", "timezone": "JST", "kind": "macro", "importance": "高", "certainty": "confirmed", "source_url": "https://fred.stlouisfed.org/docs/api/fred/release_dates.html", "verified_at": "2026-09-13", "subject_code": null, "relations": [], "tokyo_reaction": "2026-10-15", "note": "総合とコアの前月比が焦点。金利観を通じて銀行株とグロース株の物差しに直結する", "market_view": null, "market_expectation": null, "market_result": null, "market_timeline": null, "done": false, "result_note": null }, { "id": "fred-46-2026-10-15", "title": "米PPI(生産者物価指数)", "short": "米PPI", "date": "2026-10-15", "end_date": null, "time_jst": "21:30", "timezone": "JST", "kind": "macro", "importance": "中", "certainty": "confirmed", "source_url": "https://fred.stlouisfed.org/docs/api/fred/release_dates.html", "verified_at": "2026-09-13", "subject_code": null, "relations": [], "tokyo_reaction": "2026-10-16", "note": "企業段階のコスト。CPIの前後に出て、川上のインフレ圧力を確認する位置づけ", "market_view": null, "market_expectation": null, "market_result": null, "market_timeline": null, "done": false, "result_note": null }, { "id": "fred-9-2026-10-15", "title": "米小売売上高", "short": "米小売売上", "date": "2026-10-15", "end_date": null, "time_jst": "21:30", "timezone": "JST", "kind": "macro", "importance": "中", "certainty": "confirmed", "source_url": "https://fred.stlouisfed.org/docs/api/fred/release_dates.html", "verified_at": "2026-09-13", "subject_code": null, "relations": [], "tokyo_reaction": "2026-10-16", "note": "個人消費の月次。景気の腰の強さを測る", "market_view": null, "market_expectation": null, "market_result": null, "market_timeline": null, "done": false, "result_note": null }, { "id": "jp-cpi-national-2026-10-23", "title": "全国 消費者物価指数（2026年9月分）", "short": "全国CPI", "date": 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"market_expectation": { "context": "障害児通所支援の拠点拡大が売上だけでなく利益につながったかを見る。新設拠点は利用率が上がるまで費用が先行しやすく、営業利益と稼働状況が重要になる。", "consensus": "会社計画：売上高36.51億円／営業利益1.11億円／経常利益1.28億円／純利益0.80億円", "hope": "既存施設の利用が安定し、新設拠点の費用を吸収して会社計画を達成できたかが焦点。", "upside": "", "downside": "売上が増えても新設費用や人材採用費が先行すれば、利益の回復は遅れる。", "watch": "", "change": "直近四半期資料を確認できず、未確認扱いを維持した。", "event_id": "earnings-161A0-2026-07-FY", "event_date": "2026-09-14", "status": "unconfirmed", "sources": [ { "url": "https://www.daiwair.co.jp/td_download.cgi?c=161A&i=3072419", "title": "三葉 2025年7月期決算短信", "published_on": "2025-09-12", "observed_at": "2026-09-13T07:00:09+09:00", "supports": "事業内容と2026年7月期の会社計画。" } ], "checked_at": "2026-09-13T07:07:37+09:00" }, "market_result": { "event_id": "earnings-161A0-2026-07-FY", "event_date": "2026-09-14", "summary": "通期は売上高35.92億円、営業利益0.71億円、経常利益1.14億円、純利益0.70億円だった。保存済みの市場予想はなく、会社計画との差は市場予想との差として扱わない。", "meaning": "売上高は前期比10.1％増え、営業利益は同969.5％増となった。売上総利益の伸びが販管費の増加を上回り、営業利益率も0.2％から2.0％へ改善した。", "market_reaction": "", "reaction_at": "", "sources": [ { "url": "https://www.release.tdnet.info/inbs/140120260914536165.pdf", "title": "三葉 2026年7月期 決算短信〔日本基準〕（連結）", "published_on": "2026-09-14", "observed_at": "2026-09-16T01:30:05+09:00", "supports": "2025年8月～2026年7月の実績は売上高3,592百万円、営業利益71百万円、経常利益114百万円、親会社株主に帰属する当期純利益70百万円。売上総利益は前期比15.2％増え、売上高営業利益率は0.2％から2.0％へ改善した。" } ], "reaction_sources": [], "market_analysis": "", "analysis_sources": [], "checked_at": "2026-09-16T01:32:46+09:00", "analysis_stage": "initial" }, "market_timeline": null, "done": true, "result_note": null }, { "id": "earnings-168A0-2027-01-2Q", "title": "イタミアート（168A）第2四半期（中間期）決算", "short": "イタミアート決算", "date": "2026-09-14", "end_date": null, "time_jst": "15:30", "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "confirmed", "source_url": null, "verified_at": "2026-09-14", "subject_code": "168A0", "relations": [ { "code": "168A0", "type": "self", "label": "イタミアート" } ], "tokyo_reaction": "2026-09-15", "note": null, "market_view": null, "market_expectation": { "context": "のぼり旗など販促物の需要に対し、法人営業とネット集客が売上を伸ばせたかを見る。広告費、運賃、原材料費を含めても利益率を維持できるかが重要。", "consensus": "", "hope": "法人向けの受注拡大が広告などの先行費用を吸収し、増収と増益を両立できているかが焦点。", "upside": "", "downside": "販促で売上が増えても、広告費や配送費が同じペース以上に増えれば利益は残りにくい。", "watch": "", "change": "今回固有の直近業績と会社計画を十分に確認できなかった。", "event_id": "earnings-168A0-2027-01-2Q", "event_date": "2026-09-14", "status": "unconfirmed", "sources": [ { "url": "https://www.itamiarts.co.jp/investor-relations/library/result/", "title": "イタミアート 決算短信", "published_on": "", "observed_at": "2026-09-13T07:00:09+09:00", "supports": "会社の決算資料掲載先。今回の中間期に先立つ数値は十分に確認できなかった。" } ], "checked_at": "2026-09-13T07:07:37+09:00" }, "market_result": { "event_id": "earnings-168A0-2027-01-2Q", "event_date": "2026-09-14", "summary": "中間期は売上高29.13億円、営業利益0.71億円、経常利益0.67億円、純利益0.32億円だった。保存済みの市場予想はない。", "meaning": "東京ネオプリントの連結寄与などで売上高は前年同期比39.4％増えた一方、生産設備の減価償却費や人件費の増加が重く、営業利益は33.3％減、純利益は73.0％減となった。", "market_reaction": "翌営業日の9/15終値は1,050.0円。9/14終値比-34.0円（-3.14％）。", "reaction_at": "2026-09-15T15:30:00+09:00", "sources": [ { "url": "https://finance-frontend-pc-dist.west.edge.storage-yahoo.jp/disclosure/20260914/20260911535134.pdf", "title": "イタミアート 2027年1月期 第2四半期（中間期）決算短信〔日本基準〕（連結）", "published_on": "2026-09-14", "observed_at": "2026-09-16T01:30:05+09:00", "supports": "2026年2月～7月の累計実績は売上高2,913百万円、営業利益71百万円、経常利益67百万円、親会社株主に帰属する中間純利益32百万円。増収には東京ネオプリントの売上が寄与し、減価償却費や人件費の増加が利益を圧迫した。" } ], "reaction_sources": [ { "url": "https://alumina-ai.jp/calendar/data.json#earnings-168A0-2027-01-2Q", "title": "値動きの観測記録", "observed_at": "2026-09-16T01:32:46.827218+09:00", "published_on": "", "supports": "price_observationに保存した同一系列の比較日時・価格。差額と騰落率はその値から算出。" } ], "market_analysis": "", "analysis_sources": [], "checked_at": "2026-09-16T01:32:46.827218+09:00", "analysis_stage": "initial", "result_checked_at": "2026-09-16T01:32:46+09:00", "reaction_method": "cached-prices-v1", "price_observation": { "series": "168A0", "label": "当該銘柄", "baseline_date": "2026-09-14", "baseline": 1084.0, "at": "2026-09-15T15:30:00+09:00", "date": "2026-09-15", "close": 1050.0, "period": "翌営業日" }, "reaction_context_applied": {} }, "market_timeline": null, "done": true, "result_note": null }, { "id": "earnings-172A0-2026-07-FY", "title": "ネオホーム（172A）通期決算", "short": "ネオホーム決算", "date": "2026-09-10", "end_date": null, "time_jst": "16:00", "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "confirmed", "source_url": null, "verified_at": "2026-09-10", "subject_code": "172A0", "relations": [ { "code": "172A0", "type": "self", "label": "ネオホーム" } ], "tokyo_reaction": "2026-09-11", "note": null, "market_view": null, "market_expectation": null, "market_result": null, "market_timeline": null, "done": true, "result_note": null }, { "id": "earnings-17580-2027-01-2Q", "title": "太洋基礎工業（1758）第2四半期（中間期）決算", "short": "太洋基礎工業決算", "date": "2026-09-10", "end_date": null, "time_jst": "15:30", "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "confirmed", "source_url": null, "verified_at": "2026-09-10", "subject_code": "17580", "relations": [ { "code": "17580", "type": "self", "label": "太洋基礎工業" } ], "tokyo_reaction": "2026-09-11", "note": null, "market_view": null, "market_expectation": null, "market_result": { "event_id": "earnings-17580-2027-01-2Q", "event_date": "2026-09-10", "summary": "中間期は売上高73.46億円（前年同期比2.1％減）、営業利益4.25億円（同23.4％増）。減収ながら営業増益となり、通期計画は据え置いた。", "meaning": "利益率の改善は安心材料。一方、受注高は前年同期比12.4％減で、今後の売上につながる案件獲得の鈍化には注意が必要。", "market_reaction": "翌営業日の9/11終値は2,370.0円。9/10終値比-181.0円（-7.10％）。", "reaction_at": "2026-09-11T15:30:00+09:00", "sources": [ { "url": "https://taiyoukiso.co.jp/wp-content/uploads/files/r08-2q.pdf", "title": "2027年1月期 第2四半期（中間期）決算短信〔日本基準〕（非連結）", "published_on": "2026-09-10", "observed_at": "2026-09-10T23:30:04+09:00", "supports": "2026年2月1日～7月31日の売上高73.46億円、営業利益4.25億円、前年同期比、受注高の減少率、通期予想据え置きを確認。" } ], "reaction_sources": [ { "url": "https://alumina-ai.jp/calendar/data.json#earnings-17580-2027-01-2Q", "title": "値動きの観測記録", "observed_at": "2026-09-11T21:26:22.365054+09:00", "published_on": "", "supports": "price_observationに保存した同一系列の比較日時・価格。差額と騰落率はその値から算出。" } ], "checked_at": "2026-09-11T21:26:22.365054+09:00", "result_checked_at": "2026-09-10T23:33:08+09:00", "reaction_method": "cached-prices-v1", "price_observation": { "series": "17580", "label": "当該銘柄", "baseline_date": "2026-09-10", "baseline": 2551.0, "at": "2026-09-11T15:30:00+09:00", "date": "2026-09-11", "close": 2370.0, "period": "翌営業日" }, "reaction_context_applied": {} }, "market_timeline": null, "done": true, "result_note": null }, { "id": "earnings-17660-2027-04-1Q", "title": "東建コーポレーション（1766）第1四半期決算", "short": "東建コーポレーション決算", "date": "2026-09-11", "end_date": null, "time_jst": "16:00", "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "confirmed", "source_url": null, "verified_at": "2026-09-11", "subject_code": "17660", "relations": [ { "code": "17660", "type": "self", "label": "東建コーポレーション" } ], "tokyo_reaction": "2026-09-14", "note": null, "market_view": null, "market_expectation": null, "market_result": { "event_id": "earnings-17660-2027-04-1Q", "event_date": "2026-09-11", "summary": "第1四半期は売上高948億900万円、営業利益45億7,400万円、経常利益47億4,900万円、親会社株主帰属の純利益31億8,200万円だった。保存済みの市場予想がないため、予想との差は算出できない。", "meaning": "売上高は前年同期比1.4％増えた一方、営業利益は18.5％減少した。建設事業では、資材・住宅設備機器の価格上昇などによる完成工事総利益率の低下が利益を圧迫した。", "market_reaction": "翌営業日の9/14終値は13,070.0円。9/11終値比-420.0円（-3.11％）。", "reaction_at": "2026-09-14T15:30:00+09:00", "sources": [ { "url": "https://www.token.co.jp/ir/pdf/quarterly27tanshin_1r.pdf", "title": "2027年4月期 第1四半期決算短信〔日本基準〕（連結）", "published_on": "2026-09-11", "observed_at": "2026-09-12T04:00:09+09:00", "supports": "2026年5～7月の売上高94,809百万円、営業利益4,574百万円、経常利益4,749百万円、親会社株主帰属の四半期純利益3,182百万円と各前年同期比を確認した。建設事業の利益減少要因と通期予想据え置きも確認した。" } ], "reaction_sources": [ { "url": "https://alumina-ai.jp/calendar/data.json#earnings-17660-2027-04-1Q", "title": "値動きの観測記録", "observed_at": "2026-09-14T20:26:46.277250+09:00", "published_on": "", "supports": "price_observationに保存した同一系列の比較日時・価格。差額と騰落率はその値から算出。" } ], "market_analysis": "", "analysis_sources": [], "checked_at": "2026-09-14T20:26:46.277250+09:00", "analysis_stage": "initial", "result_checked_at": "2026-09-12T04:03:12+09:00", "reaction_method": "cached-prices-v1", "price_observation": { "series": "17660", "label": "当該銘柄", "baseline_date": "2026-09-11", "baseline": 13490.0, "at": "2026-09-14T15:30:00+09:00", "date": "2026-09-14", "close": 13070.0, "period": "翌営業日" }, "reaction_context_applied": {} }, "market_timeline": null, "done": true, "result_note": null }, { "id": "earnings-18400-2026-10-3Q", "title": "土屋ホールディングス（1840）第3四半期決算", "short": "土屋ホールディングス決算", "date": "2026-09-14", "end_date": null, "time_jst": "15:30", "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "confirmed", "source_url": null, "verified_at": "2026-09-14", "subject_code": "18400", "relations": [ { "code": "18400", "type": "self", "label": "土屋ホールディングス" } ], "tokyo_reaction": "2026-09-15", "note": null, "market_view": null, "market_expectation": { "context": "住宅事業は引き渡し時期で四半期業績が振れやすい。受注高・受注残と完成引き渡しの進捗に加え、資材費や人件費を販売価格で吸収できたかを見る。", "consensus": "", "hope": "住宅の受注残が計画どおり売上へ転換し、資材高のなかでも利益率が改善しているかが焦点。", "upside": "", "downside": "引き渡しの期ずれで単四半期の数字が弱く見えることがあるため、受注残と通期進捗を併せて確認したい。", "watch": "", "change": "今回固有の直近業績を十分に確認できなかった。", "event_id": "earnings-18400-2026-10-3Q", "event_date": "2026-09-14", "status": "unconfirmed", "sources": [ { "url": "https://www2.jpx.co.jp/tseHpFront/StockSearch.do?method=topsearch&topSearchStr=1840", "title": "東証上場会社情報サービス 土屋ホールディングス", "published_on": "", "observed_at": "2026-09-13T07:00:09+09:00", "supports": "会社名、業種、決算期。今回固有の業績数値の根拠には使用していない。" } ], "checked_at": "2026-09-13T07:07:37+09:00" }, "market_result": { "event_id": "earnings-18400-2026-10-3Q", "event_date": "2026-09-14", "summary": "第3四半期累計は売上高195.76億円、営業損失17.07億円、経常損失16.54億円、純損失11.63億円。保存済みの市場予想がないため、予想との差は算出できない。", "meaning": "売上高は前年同期比6.2％増えた一方、営業赤字は13.17億円から17.07億円へ拡大した。リフォーム事業の減収・採算悪化や、不動産事業の大型開発用地計上の反動などが重荷となった。", "market_reaction": "翌営業日の9/15終値は249.0円。9/14終値比-7.0円（-2.73％）。", "reaction_at": "2026-09-15T15:30:00+09:00", "sources": [ { "url": "https://finance-frontend-pc-dist.west.edge.storage-yahoo.jp/disclosure/20260914/20260914535793.pdf", "title": "土屋ホールディングス 2026年10月期 第3四半期決算短信", "published_on": "2026-09-14", "observed_at": "2026-09-15T12:00:08+09:00", "supports": "2025年11月～2026年7月の連結実績は売上高19,576百万円、営業損失1,707百万円、経常損失1,654百万円、親会社株主に帰属する四半期純損失1,163百万円。前年同期実績と、リフォーム・不動産事業などの損益要因も確認した。" } ], "reaction_sources": [ { "url": "https://alumina-ai.jp/calendar/data.json#earnings-18400-2026-10-3Q", "title": "値動きの観測記録", "observed_at": "2026-09-15T16:50:54.432294+09:00", "published_on": "", "supports": "price_observationに保存した同一系列の比較日時・価格。差額と騰落率はその値から算出。" } ], "market_analysis": "", "analysis_sources": [], "checked_at": "2026-09-15T16:50:54.432294+09:00", "analysis_stage": "initial", "result_checked_at": "2026-09-15T12:04:29+09:00", "reaction_method": "cached-prices-v1", "price_observation": { "series": "18400", "label": "当該銘柄", "baseline_date": "2026-09-14", "baseline": 256.0, "at": "2026-09-15T15:30:00+09:00", "date": "2026-09-15", "close": 249.0, "period": "翌営業日" }, "reaction_context_applied": {} }, "market_timeline": null, "done": true, "result_note": null }, { "id": "earnings-18440-2026-07-FY", "title": "大盛工業（1844）通期決算", "short": "大盛工業決算", "date": "2026-09-11", "end_date": null, "time_jst": "16:00", "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "confirmed", "source_url": null, "verified_at": "2026-09-11", "subject_code": "18440", "relations": [ { "code": "18440", "type": "self", "label": "大盛工業" } ], "tokyo_reaction": "2026-09-14", "note": null, "market_view": null, "market_expectation": null, "market_result": { "event_id": "earnings-18440-2026-07-FY", "event_date": "2026-09-11", "summary": "保存済みの市場予想がないため、予想との差は算定できない。通期実績は売上高80億7,500万円、営業利益8億100万円、経常利益7億5,600万円、純利益6億7,600万円だった。", "meaning": "前期比で売上高は25.3％増、営業利益は2.0％増、純利益は30.4％増となった一方、経常利益は0.4％減とほぼ横ばいだった。", "market_reaction": "翌営業日の9/14終値は454.0円。9/11終値比-8.0円（-1.73％）。", "reaction_at": "2026-09-14T15:30:00+09:00", "sources": [ { "url": "https://www.release.tdnet.info/inbs/140120260902530581.pdf", "title": "2026年7月期 決算短信〔日本基準〕（連結）", "published_on": "2026-09-11", "observed_at": "2026-09-12T10:30:08+09:00", "supports": "2026年7月期の連結実績が売上高8,075百万円、営業利益801百万円、経常利益756百万円、親会社株主に帰属する当期純利益676百万円であることを確認した。" } ], "reaction_sources": [ { "url": "https://alumina-ai.jp/calendar/data.json#earnings-18440-2026-07-FY", "title": "値動きの観測記録", "observed_at": "2026-09-14T20:26:46.277250+09:00", "published_on": "", "supports": "price_observationに保存した同一系列の比較日時・価格。差額と騰落率はその値から算出。" } ], "market_analysis": "", "analysis_sources": [], "checked_at": "2026-09-14T20:26:46.277250+09:00", "analysis_stage": "initial", "result_checked_at": "2026-09-12T10:33:18+09:00", "reaction_method": "cached-prices-v1", "price_observation": { "series": "18440", "label": "当該銘柄", "baseline_date": "2026-09-11", "baseline": 462.0, "at": "2026-09-14T15:30:00+09:00", "date": "2026-09-14", "close": 454.0, "period": "翌営業日" }, "reaction_context_applied": {} }, "market_timeline": null, "done": true, "result_note": null }, { "id": "earnings-184A0-2027-04-1Q", "title": "学びエイド（184A）第1四半期決算", "short": "学びエイド決算", "date": "2026-09-14", "end_date": null, "time_jst": "16:00", "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "confirmed", "source_url": null, "verified_at": "2026-09-14", "subject_code": "184A0", "relations": [ { "code": "184A0", "type": "self", "label": "学びエイド" } ], "tokyo_reaction": "2026-09-15", "note": null, "market_view": null, "market_expectation": { "context": "映像授業サービスでは、企業向け売上の成長と主力サービスの動向を分けて見る必要がある。前年同期は増収でも営業赤字で、固定費を吸収できる売上規模が焦点。", "consensus": "", "hope": "企業向けサービスの成長が続き、増収によって営業赤字が前年より縮小しているかを見たい。", "upside": "", "downside": "一部サービスだけが伸びても、主力の契約減や開発・営業費の増加が続けば黒字化は遠のく。", "watch": "", "change": "参照資料は前年同期の決算であり、今回の会社計画ではないため数値欄を空欄とした。", "event_id": "earnings-184A0-2027-04-1Q", "event_date": "2026-09-14", "status": "unconfirmed", "sources": [ { "url": "https://www2.jpx.co.jp/disc/184A0/140120250916558276.pdf", "title": "学びエイド 2026年4月期第1四半期決算短信", "published_on": "2025-09-16", "observed_at": "2026-09-13T07:00:09+09:00", "supports": "前年同期の業績とサービス別の事業構成。" } ], "checked_at": "2026-09-13T07:07:37+09:00" }, "market_result": { "event_id": "earnings-184A0-2027-04-1Q", "event_date": "2026-09-14", "summary": "第1四半期は売上高0.76億円、営業損失0.44億円、経常損失0.44億円、純損失0.44億円だった。保存済みの市場予想はない。", "meaning": "売上高は前年同期比34.3％増え、各損失は前年同期より縮小した。ただし営業赤字は続き、継続企業の前提に重要な疑義を生じさせる事象があるとの記載も残った。", "market_reaction": "翌営業日の9/15終値は324.0円。9/14終値比-8.0円（-2.41％）。", "reaction_at": "2026-09-15T15:30:00+09:00", "sources": [ { "url": "https://www.release.tdnet.info/inbs/140120260914535798.pdf", "title": "学びエイド 2027年4月期 第1四半期決算短信〔日本基準〕（非連結）", "published_on": "2026-09-14", "observed_at": "2026-09-16T01:30:05+09:00", "supports": "2026年5月～7月の実績は売上高76百万円、営業損失44百万円、経常損失44百万円、四半期純損失44百万円。前年同期は営業損失77百万円、経常損失85百万円、純損失85百万円で、継続企業の前提に重要な疑義を生じさせる事象が存在すると記載している。" } ], "reaction_sources": [ { "url": "https://alumina-ai.jp/calendar/data.json#earnings-184A0-2027-04-1Q", "title": "値動きの観測記録", "observed_at": "2026-09-16T01:32:46.827218+09:00", "published_on": "", "supports": "price_observationに保存した同一系列の比較日時・価格。差額と騰落率はその値から算出。" } ], "market_analysis": "", "analysis_sources": [], "checked_at": "2026-09-16T01:32:46.827218+09:00", "analysis_stage": "initial", "result_checked_at": "2026-09-16T01:32:46+09:00", "reaction_method": "cached-prices-v1", "price_observation": { "series": "184A0", "label": "当該銘柄", "baseline_date": "2026-09-14", "baseline": 332.0, "at": "2026-09-15T15:30:00+09:00", "date": "2026-09-15", "close": 324.0, "period": 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"保存済みの市場予想がないため、予想との差は算定できない。通期実績は売上高58億8,300万円、営業利益4億5,700万円、経常利益4億4,900万円、純利益3億1,400万円だった。", "meaning": "売上高は前期比22.5％減、各利益は約5割減となった。期首の受注残高と不動産販売の減少に加え、売上減による固定費率上昇が利益を圧迫した。", "market_reaction": "翌営業日の9/14終値は3,300.0円。9/11終値比-50.0円（-1.49％）。", "reaction_at": "2026-09-14T15:30:00+09:00", "sources": [ { "url": "https://www.release.tdnet.info/inbs/140120260910534027.pdf", "title": "2026年7月期 決算短信〔日本基準〕（非連結）", "published_on": "2026-09-11", "observed_at": "2026-09-12T10:30:08+09:00", "supports": "2026年7月期の実績が売上高5,883百万円、営業利益457百万円、経常利益449百万円、当期純利益314百万円であること、および減収・減益の主因を確認した。" } ], "reaction_sources": [ { "url": "https://alumina-ai.jp/calendar/data.json#earnings-211A0-2026-07-FY", "title": "値動きの観測記録", "observed_at": "2026-09-14T20:26:46.277250+09:00", "published_on": "", "supports": "price_observationに保存した同一系列の比較日時・価格。差額と騰落率はその値から算出。" } ], "market_analysis": "", "analysis_sources": [], "checked_at": "2026-09-14T20:26:46.277250+09:00", "analysis_stage": "initial", "result_checked_at": 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"title": "フィットイージー（212A）第3四半期決算", "short": "フィットイージー決算", "date": "2026-09-14", "end_date": null, "time_jst": "16:00", "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "confirmed", "source_url": null, "verified_at": "2026-09-14", "subject_code": "212A0", "relations": [ { "code": "212A0", "type": "self", "label": "フィットイージー" } ], "tokyo_reaction": "2026-09-15", "note": null, "market_view": null, "market_expectation": { "context": "会員制フィットネスクラブは新規出店で売上を伸ばせる一方、開業費や人件費が先行する。既存店の会員動向と全社の利益率を分けて見たい。", "consensus": "", "hope": "既存店の安定成長で新規出店費用を吸収し、店舗数の増加が営業利益の拡大につながっているかが焦点。", "upside": "", "downside": "会員数が増えても値引きや開業費負担が大きければ、売上ほど利益が伸びない可能性がある。", "watch": "", "change": "今回固有の直近業績を十分に確認できなかった。", "event_id": "earnings-212A0-2026-10-3Q", "event_date": "2026-09-14", "status": "unconfirmed", "sources": [ { "url": "https://www2.jpx.co.jp/tseHpFront/StockSearch.do?method=topsearch&topSearchStr=212A", "title": "東証上場会社情報サービス フィットイージー", "published_on": "", "observed_at": 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{ "url": "https://alumina-ai.jp/calendar/data.json#earnings-212A0-2026-10-3Q", "title": "値動きの観測記録", "observed_at": "2026-09-15T18:32:46.021363+09:00", "published_on": "", "supports": "price_observationに保存した同一系列の比較日時・価格。差額と騰落率はその値から算出。" } ], "market_analysis": "", "analysis_sources": [], "checked_at": "2026-09-15T18:32:46.021363+09:00", "analysis_stage": "initial", "result_checked_at": "2026-09-15T18:32:45+09:00", "reaction_method": "cached-prices-v1", "price_observation": { "series": "212A0", "label": "当該銘柄", "baseline_date": "2026-09-14", "baseline": 2769.0, "at": "2026-09-15T15:30:00+09:00", "date": "2026-09-15", "close": 2658.0, "period": "翌営業日" }, "reaction_context_applied": {} }, "market_timeline": null, "done": true, "result_note": null }, { "id": "earnings-21300-2027-03-2Q", "title": "メンバーズ（2130）第2四半期（中間期）決算", "short": "メンバーズ決算", "date": "2026-10-30", "end_date": null, "time_jst": null, "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "scheduled", 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"event_date": "2026-09-10", "summary": "第1四半期は売上高104.43億円、営業利益19.37億円、純利益12.73億円。比較対象期間が異なるため前年同期増減率は示されず、通期予想は据え置いた。", "meaning": "黒字を確保し、通期計画を維持した点は安心材料。一方、決算期変更により前年同期との単純比較ができないため、今後は会社計画に対する進捗を慎重に確認したい。", "market_reaction": "翌営業日の9/11終値は1,300.0円。9/10終値比-259.0円（-16.61％）。", "reaction_at": "2026-09-11T15:30:00+09:00", "sources": [ { "url": "https://corp.timee.co.jp/conts/wp-content/uploads/2026/09/2027%E5%B9%B4%EF%BC%94%E6%9C%88%E6%9C%9F-%E7%AC%AC%EF%BC%91%E5%9B%9B%E5%8D%8A%E6%9C%9F%E6%B1%BA%E7%AE%97%E7%9F%AD%E4%BF%A1%E3%80%94%E6%97%A5%E6%9C%AC%E5%9F%BA%E6%BA%96%E3%80%95%E9%80%A3%E7%B5%90.pdf", "title": "2027年4月期 第1四半期決算短信〔日本基準〕（連結）", "published_on": "2026-09-10", "observed_at": "2026-09-11T10:30:05+09:00", "supports": "対象期間が2026年5月1日～7月31日であること、売上高104億43百万円、営業利益19億37百万円、純利益12億73百万円、比較対象期間の相違、通期予想据え置き。" } ], "reaction_sources": [ { "url": "https://alumina-ai.jp/calendar/data.json#earnings-215A0-2027-04-1Q", "title": "値動きの観測記録", "observed_at": "2026-09-11T21:26:22.365054+09:00", "published_on": "", "supports": "price_observationに保存した同一系列の比較日時・価格。差額と騰落率はその値から算出。" } ], "checked_at": "2026-09-11T21:26:22.365054+09:00", "result_checked_at": "2026-09-11T10:32:41+09:00", "reaction_method": "cached-prices-v1", "price_observation": { "series": "215A0", "label": "当該銘柄", "baseline_date": "2026-09-10", "baseline": 1559.0, "at": "2026-09-11T15:30:00+09:00", "date": "2026-09-11", "close": 1300.0, "period": "翌営業日" }, "reaction_context_applied": {} }, "market_timeline": null, "done": true, "result_note": null }, { "id": "earnings-21630-2027-01-2Q", "title": "アルトナー（2163）第2四半期（中間期）決算", "short": "アルトナー決算", "date": "2026-09-10", "end_date": null, "time_jst": "14:00", "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "confirmed", "source_url": null, "verified_at": "2026-09-10", "subject_code": "21630", "relations": [ { "code": "21630", "type": "self", "label": "アルトナー" } ], "tokyo_reaction": "2026-09-10", "note": null, "market_view": null, "market_expectation": null, "market_result": { "event_id": "earnings-21630-2027-01-2Q", "event_date": "2026-09-10", "summary": "中間期は売上高70.75億円、営業利益12.17億円、純利益8.15億円。前期途中から連結財務諸表を作成しているため、前年同期との増減率は示されていない。", "meaning": "売上と利益を確保し、営業利益率も17.2％となった点は安心材料。通期計画は据え置きだが、前年同期との単純比較ができないため、進捗評価には留意が必要。", "market_reaction": "翌営業日の9/11終値は935.0円。9/10終値比+0.0円（+0.00％）。", "reaction_at": "2026-09-11T15:30:00+09:00", "sources": [ { "url": "https://www.artner.co.jp/asset-ir/download_file/2027_q2.pdf", "title": "2027年1月期 第2四半期（中間期）決算短信〔日本基準〕（連結）", "published_on": "2026-09-10", "observed_at": "2026-09-11T04:00:05+09:00", "supports": "対象期間が2026年2月1日～7月31日で、売上高7,075百万円、営業利益1,217百万円、親会社株主に帰属する中間純利益815百万円。前年同期比を記載していないことと通期予想据え置きを確認。" } ], "reaction_sources": [ { "url": "https://alumina-ai.jp/calendar/data.json#earnings-21630-2027-01-2Q", "title": "値動きの観測記録", "observed_at": "2026-09-11T21:26:22.365054+09:00", "published_on": "", "supports": "price_observationに保存した同一系列の比較日時・価格。差額と騰落率はその値から算出。" } ], "checked_at": "2026-09-11T21:26:22.365054+09:00", "result_checked_at": "2026-09-11T04:02:13+09:00", "reaction_method": "cached-prices-v1", "price_observation": { "series": "21630", "label": "当該銘柄", "baseline_date": "2026-09-10", "baseline": 935.0, "at": "2026-09-11T15:30:00+09:00", "date": "2026-09-11", "close": 935.0, "period": "翌営業日" }, "reaction_context_applied": {} }, "market_timeline": null, "done": true, "result_note": null }, { "id": "earnings-21640-2026-08-FY", "title": "地域新聞社（2164）通期決算", "short": "地域新聞社決算", "date": "2026-10-13", "end_date": null, "time_jst": null, "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "scheduled", "source_url": null, "verified_at": "2026-09-16", "subject_code": "21640", "relations": [ { "code": "21640", "type": "self", "label": "地域新聞社" } ], "tokyo_reaction": null, "note": null, "market_view": null, "market_expectation": null, "market_result": null, "market_timeline": null, "done": false, "result_note": null }, { "id": "earnings-21680-2027-05-1Q", "title": "パソナグループ（2168）第1四半期決算", "short": "パソナグループ決算", "date": "2026-10-15", "end_date": null, "time_jst": null, "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "scheduled", "source_url": null, "verified_at": "2026-09-15", "subject_code": "21680", "relations": [ { "code": "21680", "type": "self", "label": "パソナグループ" } ], "tokyo_reaction": null, "note": null, "market_view": null, "market_expectation": null, "market_result": null, "market_timeline": null, "done": false, "result_note": null }, { "id": "earnings-21750-2027-03-2Q", "title": "エス・エム・エス（2175）第2四半期（中間期）決算", "short": "エス・エム・エス決算", "date": "2026-10-29", "end_date": null, "time_jst": null, "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "scheduled", "source_url": null, "verified_at": "2026-09-01", "subject_code": "21750", "relations": [ { "code": "21750", "type": "self", "label": "エス・エム・エス" } ], "tokyo_reaction": null, "note": null, "market_view": null, "market_expectation": null, "market_result": null, "market_timeline": null, "done": false, "result_note": null }, { "id": "earnings-21860-2027-02-2Q", "title": "ソーバル（2186）第2四半期（中間期）決算", "short": "ソーバル決算", "date": "2026-10-14", "end_date": null, "time_jst": null, "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "scheduled", "source_url": null, "verified_at": "2026-08-03", "subject_code": "21860", "relations": [ { "code": "21860", "type": "self", "label": "ソーバル" } ], "tokyo_reaction": null, "note": null, "market_view": null, "market_expectation": null, "market_result": null, "market_timeline": null, "done": false, "result_note": null }, { "id": "earnings-218A0-2026-07-FY", "title": "Ｌｉｂｅｒａｗａｒｅ（218A）通期決算", "short": "Ｌｉｂｅｒａｗａｒｅ決算", "date": "2026-09-14", "end_date": null, "time_jst": "15:30", "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "confirmed", "source_url": null, "verified_at": "2026-09-14", "subject_code": "218A0", "relations": [ { "code": "218A0", "type": "self", "label": "Ｌｉｂｅｒａｗａｒｅ" } ], "tokyo_reaction": "2026-09-15", "note": null, "market_view": null, "market_expectation": { "context": "第3四半期までの売上高は12.16億円、営業損失は19.69億円だった。ドローン関連案件の売上計上に加え、大幅な先行投資を将来の受注へ結び付けられるかが焦点。", "consensus": "会社計画：売上高17.00〜19.00億円／営業損失21.54〜23.11億円／純損失5.75〜7.31億円", "hope": "通期売上が会社計画の範囲に届き、開発・人員への先行投資に見合う受注基盤を示せるかを見たい。", "upside": "", "downside": "売上が伸びても営業赤字と資金流出が大きいままなら、追加の資金調達や希薄化への警戒が残る。", "watch": "", "change": "単一の一次資料で確認したため未確認扱いを維持した。", "event_id": "earnings-218A0-2026-07-FY", "event_date": "2026-09-14", "status": "unconfirmed", "sources": [ { "url": "https://www2.jpx.co.jp/disc/218A0/140120260612569727.pdf", "title": "Liberaware 2026年7月期第3四半期決算短信", "published_on": "2026-06-12", "observed_at": "2026-09-13T07:00:09+09:00", "supports": "第3四半期累計業績と修正後の通期会社計画。" } ], "checked_at": "2026-09-13T07:07:37+09:00" }, "market_result": { "event_id": "earnings-218A0-2026-07-FY", "event_date": "2026-09-14", "summary": "通期は売上高15.95億円、営業損失23.97億円、純損失8.11億円。保存済みの会社計画に対し、売上高は17.00～19.00億円を下回り、営業損失は21.54～23.11億円、純損失は5.75～7.31億円の各計画範囲より悪化した。", "meaning": "売上高は前年同期比13.4％増えたが、売上総利益の伸びが小さい一方で販管費が増え、営業赤字は前年の15.88億円から23.97億円へ拡大した。補助金収入などを計上しても経常損失8.07億円、純損失8.11億円となり、利益面には警戒が残る。", "market_reaction": "翌営業日の9/15終値は985.0円。9/14終値比-150.0円（-13.22％）。", "reaction_at": "2026-09-15T15:30:00+09:00", "sources": [ { "url": "https://finance-frontend-pc-dist.west.edge.storage-yahoo.jp/disclosure/20260914/20260914535874.pdf", "title": "Liberaware 2026年7月期 決算短信", "published_on": "2026-09-14", "observed_at": "2026-09-15T12:00:08+09:00", "supports": "2026年7月期の連結実績は売上高1,595百万円、営業損失2,397百万円、経常損失807百万円、親会社株主に帰属する当期純損失811百万円。前年実績、売上総利益、販管費、補助金収入も確認した。" }, { "url": "https://www2.jpx.co.jp/disc/218A0/140120260612569727.pdf", "title": "Liberaware 2026年7月期 第3四半期決算短信", "published_on": "2026-06-12", "observed_at": "2026-09-15T12:00:08+09:00", "supports": "修正後の通期会社計画は売上高1,700～1,900百万円、営業損失2,154～2,311百万円、経常損失574～730百万円、親会社株主に帰属する純損失575～731百万円であることを確認した。" } ], "reaction_sources": [ { "url": "https://alumina-ai.jp/calendar/data.json#earnings-218A0-2026-07-FY", "title": "値動きの観測記録", "observed_at": "2026-09-15T16:50:54.432294+09:00", "published_on": "", "supports": "price_observationに保存した同一系列の比較日時・価格。差額と騰落率はその値から算出。" } ], "market_analysis": "", "analysis_sources": [], "checked_at": "2026-09-15T16:50:54.432294+09:00", "analysis_stage": "initial", "result_checked_at": "2026-09-15T12:04:29+09:00", "reaction_method": "cached-prices-v1", "price_observation": { "series": "218A0", "label": "当該銘柄", "baseline_date": "2026-09-14", "baseline": 1135.0, "at": "2026-09-15T15:30:00+09:00", "date": "2026-09-15", "close": 985.0, "period": "翌営業日" }, "reaction_context_applied": {} }, "market_timeline": null, "done": true, "result_note": null }, { "id": "earnings-21980-2026-10-3Q", "title": "アイ・ケイ・ケイホールディングス（2198）第3四半期決算", "short": "アイ・ケイ・ケイホールディングス決算", "date": "2026-09-10", "end_date": null, "time_jst": "15:00", "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "confirmed", "source_url": null, "verified_at": "2026-09-10", "subject_code": "21980", "relations": [ { "code": "21980", "type": "self", "label": "アイ・ケイ・ケイホールディングス" } ], "tokyo_reaction": "2026-09-10", "note": null, "market_view": null, "market_expectation": null, "market_result": { "event_id": "earnings-21980-2026-10-3Q", "event_date": "2026-09-10", "summary": "第3四半期累計は売上高170.16億円（前年同期比7.3％増）、営業利益10.28億円（同43.2％増）。通期計画は据え置いた。", "meaning": "増収に加えて利益の伸びが大きく、安心材料。婚礼事業の施行単価・組数増加などが寄与した一方、フォト事業は増収ながら営業減益だった点に留意したい。", "market_reaction": "翌営業日の9/11終値は772.0円。9/10終値比+3.0円（+0.39％）。", "reaction_at": "2026-09-11T15:30:00+09:00", "sources": [ { "url": "https://www.ikk-grp.jp/ir/library/briefannouncement/main/0/teaserItems1/00/linkList/01/link/20260910tanshin.pdf", "title": "2026年10月期 第3四半期決算短信〔日本基準〕（連結）", "published_on": "2026-09-10", "observed_at": "2026-09-10T23:30:04+09:00", "supports": "2025年11月1日～2026年7月31日の売上高170.16億円、営業利益10.28億円、前年同期比、事業別動向、通期予想据え置きを確認。" } ], "reaction_sources": [ { "url": "https://alumina-ai.jp/calendar/data.json#earnings-21980-2026-10-3Q", "title": "値動きの観測記録", "observed_at": "2026-09-11T21:26:22.365054+09:00", "published_on": "", "supports": "price_observationに保存した同一系列の比較日時・価格。差額と騰落率はその値から算出。" } ], "checked_at": "2026-09-11T21:26:22.365054+09:00", "result_checked_at": "2026-09-10T23:33:08+09:00", "reaction_method": "cached-prices-v1", "price_observation": { "series": "21980", "label": "当該銘柄", "baseline_date": "2026-09-10", "baseline": 769.0, "at": "2026-09-11T15:30:00+09:00", "date": "2026-09-11", "close": 772.0, "period": "翌営業日" }, "reaction_context_applied": {} }, "market_timeline": null, "done": true, "result_note": null }, { "id": "earnings-22080-2027-03-2Q", "title": "ブルボン（2208）第2四半期（中間期）決算", "short": "ブルボン決算", "date": "2026-10-30", "end_date": null, "time_jst": null, "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "scheduled", "source_url": null, "verified_at": "2026-09-02", "subject_code": "22080", "relations": [ { "code": "22080", "type": "self", "label": "ブルボン" } ], "tokyo_reaction": null, "note": null, "market_view": null, "market_expectation": null, "market_result": null, "market_timeline": null, "done": false, "result_note": null }, { "id": "earnings-22120-2026-12-3Q", "title": "山崎製パン（2212）第3四半期決算", "short": "山崎製パン決算", "date": "2026-10-27", "end_date": null, "time_jst": null, "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "scheduled", "source_url": null, "verified_at": "2026-09-03", "subject_code": "22120", "relations": [ { "code": "22120", "type": "self", "label": "山崎製パン" } ], "tokyo_reaction": null, "note": null, "market_view": null, "market_expectation": null, "market_result": null, "market_timeline": null, "done": false, "result_note": null }, { "id": "earnings-22160-2026-12-3Q", "title": "カンロ（2216）第3四半期決算", "short": "カンロ決算", "date": "2026-10-30", "end_date": null, "time_jst": null, "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "scheduled", "source_url": null, "verified_at": "2025-12-23", "subject_code": "22160", "relations": [ { "code": "22160", "type": "self", "label": "カンロ" } ], "tokyo_reaction": null, "note": null, "market_view": null, "market_expectation": null, "market_result": null, "market_timeline": null, "done": false, "result_note": null }, { "id": "earnings-22170-2027-01-2Q", "title": "モロゾフ（2217）第2四半期（中間期）決算", "short": "モロゾフ決算", "date": "2026-09-11", "end_date": null, "time_jst": "15:30", "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "confirmed", "source_url": null, "verified_at": "2026-09-11", "subject_code": "22170", "relations": [ { "code": "22170", "type": "self", "label": "モロゾフ" } ], "tokyo_reaction": "2026-09-14", "note": null, "market_view": null, "market_expectation": null, "market_result": { "event_id": "earnings-22170-2027-01-2Q", "event_date": "2026-09-11", "summary": "中間期は売上高163億5,500万円、営業利益5,000万円、経常利益1億3,600万円、親会社株主帰属の純利益5,900万円だった。保存済みの市場予想がないため、予想との差は算出できない。", "meaning": "売上高は前年同期比1.0％増えた一方、営業利益は88.0％減少した。原材料価格の上昇に加え、工場改修や新工場稼働に伴う減価償却費・設備移設費が利益を圧迫しており、警戒材料となる。", "market_reaction": "翌営業日の9/14終値は1,483.0円。9/11終値比+5.0円（+0.34％）。", "reaction_at": "2026-09-14T15:30:00+09:00", "sources": [ { "url": "https://www.morozoff.co.jp/company_ir/pdf/01_tanshin/260911hanki.pdf", "title": "2027年1月期 第2四半期（中間期）決算短信〔日本基準〕（連結）", "published_on": "2026-09-11", "observed_at": "2026-09-12T04:00:09+09:00", "supports": "2026年2～7月の売上高16,355百万円、営業利益50百万円、経常利益136百万円、親会社株主帰属の中間純利益59百万円と各前年同期比を確認した。原材料高、工場関連費用による利益圧迫と通期予想据え置きも確認した。" } ], "reaction_sources": [ { "url": "https://alumina-ai.jp/calendar/data.json#earnings-22170-2027-01-2Q", "title": "値動きの観測記録", "observed_at": "2026-09-14T20:26:46.277250+09:00", "published_on": "", "supports": "price_observationに保存した同一系列の比較日時・価格。差額と騰落率はその値から算出。" } ], 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"売上高は前年同期比8.8％増、営業利益は13.7％増となった。イベントとエージェントが伸び、広告宣伝や調達コストの増加を吸収した一方、通期業績予想は据え置かれた。", "market_reaction": "翌営業日の9/15終値は1,758.0円。9/14終値比+77.0円（+4.58％）。", "reaction_at": "2026-09-15T15:30:00+09:00", "sources": [ { "url": "https://finance-frontend-pc-dist.west.edge.storage-yahoo.jp/disclosure/20260914/20260908533240.pdf", "title": "学情 2026年10月期 第3四半期決算短信〔日本基準〕（非連結）", "published_on": "2026-09-14", "observed_at": "2026-09-15T12:30:07+09:00", "supports": "2025年11月～2026年7月の売上高76億81百万円、営業利益9億64百万円、経常利益11億35百万円、四半期純利益7億84百万円と各前年同期比を確認した。イベント売上高は前年同期比16.6％増、エージェント売上高は32.3％増で、広告宣伝や調達コストが増加したこと、通期業績予想に変更がないことも確認した。" } ], "reaction_sources": [ { "url": "https://alumina-ai.jp/calendar/data.json#earnings-23010-2026-10-3Q", "title": "値動きの観測記録", "observed_at": "2026-09-15T16:50:54.432294+09:00", "published_on": "", "supports": "price_observationに保存した同一系列の比較日時・価格。差額と騰落率はその値から算出。" } ], "market_analysis": "", "analysis_sources": [], "checked_at": "2026-09-15T16:50:54.432294+09:00", "analysis_stage": 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"スタジオアリス（2305）第2四半期（中間期）決算", "short": "スタジオアリス決算", "date": "2026-10-14", "end_date": null, "time_jst": null, "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "scheduled", "source_url": null, "verified_at": "2026-08-27", "subject_code": "23050", "relations": [ { "code": "23050", "type": "self", "label": "スタジオアリス" } ], "tokyo_reaction": null, "note": null, "market_view": null, "market_expectation": null, "market_result": null, "market_timeline": null, "done": false, "result_note": null }, { "id": "earnings-23150-2026-10-3Q", "title": "ＣＡＩＣＡ　ＤＩＧＩＴＡＬ（2315）第3四半期決算", "short": "ＣＡＩＣＡ　ＤＩＧＩＴＡＬ決算", "date": "2026-09-14", "end_date": null, "time_jst": "15:30", "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "confirmed", "source_url": null, "verified_at": "2026-09-14", "subject_code": "23150", "relations": [ { "code": "23150", "type": "self", "label": "ＣＡＩＣＡ　ＤＩＧＩＴＡＬ" } ], "tokyo_reaction": "2026-09-15", "note": null, "market_view": null, 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null, "market_expectation": { "context": "事業再編後の売上拡大と赤字縮小を分けて確認したい。新規事業が立ち上げ段階にあるため、営業損失、現金残高、継続企業に関する記載が重要。", "consensus": "", "hope": "新規事業の売上が積み上がり、営業損失と資金流出が第2四半期までより縮小しているかを見たい。", "upside": "", "downside": "暗号資産の保有や評価で数字が動いても、営業赤字と資金調達への依存が続けば安心しにくい。", "watch": "", "change": "今回固有の数値を十分に確認できなかった。", "event_id": "earnings-23450-2026-10-3Q", "event_date": "2026-09-14", "status": "unconfirmed", "sources": [ { "url": "https://hodl1.jp/info/financial-results/", "title": "HODL1 決算情報", "published_on": "", "observed_at": "2026-09-13T07:00:09+09:00", "supports": "会社の決算資料掲載先。今回固有の数値は十分に確認できなかった。" } ], "checked_at": "2026-09-13T07:07:37+09:00" }, "market_result": null, "market_timeline": null, "done": true, "result_note": null }, { "id": "earnings-23530-2026-07-FY", "title": "日本駐車場開発（2353）通期決算", "short": "日本駐車場開発決算", "date": "2026-09-11", "end_date": null, "time_jst": "15:30", "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "confirmed", "source_url": null, 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[ { "code": "23540", "type": "self", "label": "ＹＥ　ＤＩＧＩＴＡＬ" } ], "tokyo_reaction": null, "note": null, "market_view": null, "market_expectation": null, "market_result": null, "market_timeline": null, "done": false, "result_note": null }, { "id": "earnings-23590-2027-03-2Q", "title": "コア（2359）第2四半期（中間期）決算", "short": "コア決算", "date": "2026-10-28", "end_date": null, "time_jst": null, "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "scheduled", "source_url": null, "verified_at": "2026-09-02", "subject_code": "23590", "relations": [ { "code": "23590", "type": "self", "label": "コア" } ], "tokyo_reaction": null, "note": null, "market_view": null, "market_expectation": null, "market_result": null, "market_timeline": null, "done": false, "result_note": null }, { "id": "earnings-23730-2026-10-3Q", "title": "ケア２１（2373）第3四半期決算", "short": "ケア２１決算", "date": "2026-09-11", "end_date": null, "time_jst": "15:30", "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": 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"売上が増えても、値引き販売への依存や店舗整理費用が大きければ、利益回復は続きにくい。", "watch": "", "change": "", "event_id": "earnings-27780-2027-02-2Q", "event_date": "2026-09-25", "status": "unconfirmed", "sources": [], "checked_at": "2026-09-16T07:06:34+09:00" }, "market_result": null, "market_timeline": null, "done": false, "result_note": null }, { "id": "earnings-277A0-2027-05-1Q", "title": "グロービング（277A）第1四半期決算", "short": "グロービング決算", "date": "2026-10-15", "end_date": null, "time_jst": null, "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "scheduled", "source_url": null, "verified_at": "2026-08-03", "subject_code": "277A0", "relations": [ { "code": "277A0", "type": "self", "label": "グロービング" } ], "tokyo_reaction": null, "note": null, "market_view": null, "market_expectation": null, "market_result": null, "market_timeline": null, "done": false, "result_note": null }, { "id": "earnings-27820-2027-03-2Q", "title": "セリア（2782）第2四半期（中間期）決算", "short": "セリア決算", "date": "2026-10-30", "end_date": null, 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"earnings-278A0-2027-01-2Q", "title": "Ｔｅｒｒａ　Ｄｒｏｎｅ（278A）第2四半期（中間期）決算", "short": "Ｔｅｒｒａ　Ｄｒｏｎｅ決算", "date": "2026-09-14", "end_date": null, "time_jst": "15:45", "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "confirmed", "source_url": null, "verified_at": "2026-09-14", "subject_code": "278A0", "relations": [ { "code": "278A0", "type": "self", "label": "Ｔｅｒｒａ　Ｄｒｏｎｅ" } ], "tokyo_reaction": "2026-09-15", "note": null, "market_view": null, "market_expectation": { "context": "前期は売上高47.82億円に対して営業損失11.43億円で、営業キャッシュフローも赤字だった。海外事業を含む売上拡大と赤字縮小、手元資金を分けて確認したい。", "consensus": "", "hope": "測量・点検案件の増加が粗利益につながり、買収や開発に伴う先行費用を吸収して赤字が縮小しているかが焦点。", "upside": "", "downside": "売上が増えても営業赤字と現金流出が続けば、成長投資を支える資金余力への警戒が残る。", "watch": "", "change": "2027年1月期第1四半期の一次資料本文を確認できず、前期決算を基に未確認扱いとした。", "event_id": "earnings-278A0-2027-01-2Q", "event_date": "2026-09-14", "status": "unconfirmed", "sources": [ { "url": "https://www2.jpx.co.jp/disc/278A0/140120260311579951.pdf", "title": "Terra Drone 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], "tokyo_reaction": null, "note": null, "market_view": null, "market_expectation": null, "market_result": null, "market_timeline": null, "done": false, "result_note": null }, { "id": "earnings-29710-2026-07-FY", "title": "エスコンジャパンリート投資法人（2971）通期決算", "short": "エスコンジャパンリート投資法人決算", "date": "2026-09-14", "end_date": null, "time_jst": "15:30", "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "confirmed", "source_url": null, "verified_at": "2026-09-14", "subject_code": "29710", "relations": [ { "code": "29710", "type": "self", "label": "エスコンジャパンリート投資法人" } ], "tokyo_reaction": "2026-09-15", "note": null, "market_view": null, "market_expectation": { "context": "ホテル取得と底地売却が収益や分配金にどう反映されたかを見る。物件売却益など一時要因と、賃貸事業の収益力を分ける必要がある。", "consensus": "", "hope": "賃料収入が安定し、物件入れ替え後も1口当たり分配金を維持できたかが焦点。", "upside": "", "downside": "分配金が増えても物件売却益への依存が大きければ、次期以降も同水準が続くとは限らない。", "watch": "", "change": "期初予想の前提は確認できたが、追加資料による再確認ができず未確認扱いとした。", "event_id": "earnings-29710-2026-07-FY", 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"2026年7月期の営業収益3,137百万円、営業利益1,694百万円、経常利益1,293百万円、当期純利益1,292百万円、1口当たり分配金3,585円を確認。ホテル1物件の取得、底地4物件の譲渡、期末稼働率99.7％も確認した。" } ], "reaction_sources": [ { "url": "https://alumina-ai.jp/calendar/data.json#earnings-29710-2026-07-FY", "title": "値動きの観測記録", "observed_at": "2026-09-15T16:50:54.432294+09:00", "published_on": "", "supports": "price_observationに保存した同一系列の比較日時・価格。差額と騰落率はその値から算出。" } ], "market_analysis": "", "analysis_sources": [], "checked_at": "2026-09-15T16:50:54.432294+09:00", "analysis_stage": "initial", "result_checked_at": "2026-09-15T05:31:48+09:00", "reaction_method": "cached-prices-v1", "price_observation": { "series": "29710", "label": "当該銘柄", "baseline_date": "2026-09-14", "baseline": 107400.0, "at": "2026-09-15T15:30:00+09:00", "date": "2026-09-15", "close": 107700.0, "period": "翌営業日" }, "reaction_context_applied": {} }, "market_timeline": null, "done": true, "result_note": null }, { "id": "earnings-29720-2026-08-FY", "title": "サンケイリアルエステート投資法人（2972）通期決算", "short": "サンケイリアルエステート投資法人決算", "date": "2026-10-16", "end_date": null, "time_jst": null, "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "scheduled", "source_url": null, "verified_at": "2026-08-04", "subject_code": "29720", "relations": [ { "code": "29720", "type": "self", "label": "サンケイリアルエステート投資法人" } ], "tokyo_reaction": null, "note": null, "market_view": null, "market_expectation": null, "market_result": null, "market_timeline": null, "done": false, "result_note": null }, { "id": "earnings-29750-2026-11-3Q", "title": "スター・マイカ・ホールディングス（2975）第3四半期決算", "short": "スター・マイカ・ホールディングス決算", "date": "2026-09-30", "end_date": null, "time_jst": null, "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "scheduled", "source_url": null, "verified_at": "2026-08-25", "subject_code": "29750", "relations": [ { "code": "29750", "type": "self", "label": "スター・マイカ・ホールディングス" } ], "tokyo_reaction": null, "note": null, "market_view": null, "market_expectation": null, "market_result": null, "market_timeline": null, "done": false, "result_note": null }, { "id": "earnings-29780-2026-07-FY", "title": "ツクルバ（2978）通期決算", "short": "ツクルバ決算", "date": "2026-09-14", "end_date": null, "time_jst": "15:30", "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "confirmed", "source_url": null, "verified_at": "2026-09-14", "subject_code": "29780", "relations": [ { "code": "29780", "type": "self", "label": "ツクルバ" } ], "tokyo_reaction": "2026-09-15", "note": null, "market_view": null, "market_expectation": { "context": "中古住宅の流通支援では、取引件数の増加が売上だけでなく利益へ結び付いたかを見る。人材や広告への投資後の営業利益と資金の動きが重要。", "consensus": "", "hope": "主力サービスの取引拡大で先行投資を吸収し、通期黒字化や利益成長の道筋を示せるかが焦点。", "upside": "", "downside": "取扱件数が増えても広告費や人件費が先行すれば、売上ほど利益や現金は増えない。", "watch": "", "change": "第3四半期の一次資料本文と会社計画を確認できなかったため、数値欄は空欄とした。", "event_id": "earnings-29780-2026-07-FY", "event_date": "2026-09-14", "status": "unconfirmed", "sources": [ { "url": "https://www2.jpx.co.jp/tseHpFront/StockSearch.do?method=topsearch&topSearchStr=2978", "title": "東証上場会社情報サービス ツクルバ", "published_on": "", "observed_at": "2026-09-13T07:00:09+09:00", "supports": "会社名、業種、7月決算であること。今回固有の業績数値の根拠には使用していない。" } ], "checked_at": "2026-09-13T07:07:37+09:00" }, "market_result": null, "market_timeline": null, "done": true, "result_note": null }, { "id": "earnings-29830-2027-01-2Q", "title": "アールプランナー（2983）第2四半期（中間期）決算", "short": "アールプランナー決算", "date": "2026-09-10", "end_date": null, "time_jst": "15:30", "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "confirmed", "source_url": null, "verified_at": "2026-09-10", "subject_code": "29830", "relations": [ { "code": "29830", "type": "self", "label": "アールプランナー" } ], "tokyo_reaction": "2026-09-11", "note": null, "market_view": null, "market_expectation": null, "market_result": { "event_id": "earnings-29830-2027-01-2Q", "event_date": "2026-09-10", "summary": "中間期は売上高273.71億円（前年同期比19.7％増）、営業利益25.13億円（同45.5％増）と増収増益だった。", "meaning": "販売棟数の増加を伴う力強い増収増益は安心材料で、通期計画も上方修正された。一方、人材獲得などへの投資を続けており、住宅価格の上昇や金利動向が需要と利益率に与える影響には留意したい。", "market_reaction": "翌営業日の9/11終値は1,667.0円。9/10終値比-70.0円（-4.03％）。", "reaction_at": "2026-09-11T15:30:00+09:00", "sources": [ { "url": "https://data.swcms.net/file/arrplanner-ir/dam/jcr:495bca61-6a0c-4416-9e11-6449576187ff/140120260909533539.pdf", "title": "2027年1月期 第2四半期（中間期）決算短信〔日本基準〕（連結）", "published_on": "2026-09-10", "observed_at": "2026-09-11T00:00:00+09:00", "supports": "2026年2月1日～7月31日の売上高273.71億円、営業利益25.13億円と各前年同期比、販売棟数増加および通期予想修正。" } ], "reaction_sources": [ { "url": "https://alumina-ai.jp/calendar/data.json#earnings-29830-2027-01-2Q", "title": "値動きの観測記録", "observed_at": "2026-09-11T21:26:22.365054+09:00", "published_on": "", "supports": "price_observationに保存した同一系列の比較日時・価格。差額と騰落率はその値から算出。" } ], "checked_at": "2026-09-11T21:26:22.365054+09:00", "result_checked_at": "2026-09-11T00:04:36+09:00", "reaction_method": "cached-prices-v1", "price_observation": { "series": "29830", "label": "当該銘柄", "baseline_date": "2026-09-10", "baseline": 1737.0, "at": "2026-09-11T15:30:00+09:00", "date": "2026-09-11", "close": 1667.0, "period": "翌営業日" }, "reaction_context_applied": {} }, "market_timeline": null, "done": true, "result_note": null }, { "id": "earnings-29890-2026-07-FY", "title": "東海道リート投資法人（2989）通期決算", "short": "東海道リート投資法人決算", "date": "2026-09-17", "end_date": null, "time_jst": "16:10", "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "confirmed", "source_url": null, "verified_at": "2026-09-17", "subject_code": "29890", "relations": [ { "code": "29890", "type": "self", "label": "東海道リート投資法人" } ], "tokyo_reaction": "2026-09-18", "note": null, "market_view": null, "market_expectation": { "context": "物流施設や住宅などの賃貸収入に加え、公募増資後の新規物件が業績へ寄与する期。高い稼働率を維持しつつ、金利上昇を吸収できたかを見たい。", "consensus": "会社予想：1口当たり分配金3,230円", "hope": "新規物件の収益寄与と高稼働が金利負担を補い、会社予想どおりの分配金を確保できるかが焦点。", "upside": "", "downside": "稼働率が高くても、借入費用や増資による一口当たり利益の希薄化が大きければ、分配金は伸びにくい。", "watch": "", "change": "", "event_id": "earnings-29890-2026-07-FY", "event_date": "2026-09-17", "status": "reviewed", "sources": [ { "url": "https://www.tokaido-reit.co.jp/", "title": "東海道リート投資法人", "published_on": "", "observed_at": "2026-09-14T07:00:08+09:00", "supports": "2026年7月期の会社予想分配金3,230円と2026年7月末の稼働率98.2％。" }, { "url": "https://www.tokaido-reit.co.jp/file/news-4bdb0465cf57df00063230623b1e10d7ede24afc.pdf", "title": "東海道リート投資法人 2026年1月期決算説明資料", "published_on": "2026-03-16", "observed_at": "2026-09-14T07:00:08+09:00", "supports": "公募増資後の資産規模と2026年7月期の会社予想分配金。" } ], "checked_at": "2026-09-16T07:06:34+09:00" }, "market_result": null, "market_timeline": null, "done": true, "result_note": null }, { "id": "earnings-29910-2026-07-FY", "title": "ランドネット（2991）通期決算", "short": "ランドネット決算", "date": "2026-09-11", "end_date": null, "time_jst": "14:00", "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "confirmed", "source_url": null, "verified_at": "2026-09-11", "subject_code": "29910", "relations": [ { "code": "29910", "type": "self", "label": "ランドネット" } ], "tokyo_reaction": "2026-09-11", "note": null, "market_view": null, "market_expectation": null, "market_result": { "event_id": "earnings-29910-2026-07-FY", "event_date": "2026-09-11", "summary": "保存済みの市場予想がないため、予想との差は算定できない。通期実績は売上高1,099億5,300万円、営業利益38億2,100万円、経常利益32億7,400万円、純利益23億6,900万円だった。", "meaning": "売上高は前期比14.5％増、営業利益は2.1％増となったが、経常利益は1.1％減、純利益は0.6％減となり、増収に対して最終的な利益は伸びなかった。", "market_reaction": "翌営業日の9/14終値は530.0円。9/11終値比+6.0円（+1.15％）。", "reaction_at": "2026-09-14T15:30:00+09:00", "sources": [ { "url": "https://www.release.tdnet.info/inbs/140120260911534965.pdf", "title": "2026年7月期 決算短信〔日本基準〕（連結）", "published_on": "2026-09-11", "observed_at": "2026-09-12T10:30:08+09:00", "supports": "2026年7月期の連結実績が売上高109,953百万円、営業利益3,821百万円、経常利益3,274百万円、親会社株主に帰属する当期純利益2,369百万円であることを確認した。" } ], "reaction_sources": [ { "url": "https://alumina-ai.jp/calendar/data.json#earnings-29910-2026-07-FY", "title": "値動きの観測記録", "observed_at": "2026-09-14T20:26:46.277250+09:00", "published_on": "", "supports": "price_observationに保存した同一系列の比較日時・価格。差額と騰落率はその値から算出。" } ], "market_analysis": "", "analysis_sources": [], "checked_at": "2026-09-14T20:26:46.277250+09:00", "analysis_stage": "initial", "result_checked_at": "2026-09-12T10:33:18+09:00", "reaction_method": "cached-prices-v1", "price_observation": { "series": "29910", "label": "当該銘柄", "baseline_date": "2026-09-11", "baseline": 524.0, "at": "2026-09-14T15:30:00+09:00", "date": "2026-09-14", "close": 530.0, "period": "翌営業日" }, "reaction_context_applied": {} }, "market_timeline": null, "done": true, "result_note": null }, { "id": "earnings-29970-2027-01-2Q", "title": "ストレージ王（2997）第2四半期（中間期）決算", "short": "ストレージ王決算", "date": "2026-09-14", "end_date": null, "time_jst": "15:30", "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "confirmed", "source_url": 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"対象期間が2026年2月1日～7月31日で、売上高2,807百万円、営業損失114百万円、親会社株主に帰属する中間純損失24百万円。前年同期比較と事業別の増減要因を確認。" } ], "reaction_sources": [ { "url": "https://alumina-ai.jp/calendar/data.json#earnings-32460-2027-01-2Q", "title": "値動きの観測記録", "observed_at": "2026-09-11T21:26:22.365054+09:00", "published_on": "", "supports": "price_observationに保存した同一系列の比較日時・価格。差額と騰落率はその値から算出。" } ], "checked_at": "2026-09-11T21:26:22.365054+09:00", "result_checked_at": "2026-09-11T04:02:13+09:00", "reaction_method": "cached-prices-v1", "price_observation": { "series": "32460", "label": "当該銘柄", "baseline_date": "2026-09-10", "baseline": 683.0, "at": "2026-09-11T15:30:00+09:00", "date": "2026-09-11", "close": 690.0, "period": "翌営業日" }, "reaction_context_applied": {} }, "market_timeline": null, "done": true, "result_note": null }, { "id": "earnings-32480-2026-10-3Q", "title": "アールエイジ（3248）第3四半期決算", "short": "アールエイジ決算", "date": "2026-09-10", "end_date": null, "time_jst": "15:30", "timezone": "JST", "kind": "earnings", "importance": 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"market_result": null, "market_timeline": null, "done": false, "result_note": null }, { "id": "earnings-32820-2026-07-FY", "title": "コンフォリア・レジデンシャル投資法人（3282）通期決算", "short": "コンフォリア・レジデンシャル投資法人決算", "date": "2026-09-14", "end_date": null, "time_jst": "16:00", "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "confirmed", "source_url": null, "verified_at": "2026-09-14", "subject_code": "32820", "relations": [ { "code": "32820", "type": "self", "label": "コンフォリア・レジデンシャル投資法人" } ], "tokyo_reaction": "2026-09-15", "note": null, "market_view": null, "market_expectation": null, "market_result": { "event_id": "earnings-32820-2026-07-FY", "event_date": "2026-09-14", "summary": "2026年7月期の1口当たり分配金は2,102円だった。保存済みの市場予想がないため、市場予想との差は比較できない。", "meaning": "1口当たり分配金は2,102円で確定した。2027年1月期の予想分配金は2,139円。", "market_reaction": "翌営業日の9/15終値は97,500.0円。9/14終値比+0.0円（+0.00％）。", "reaction_at": "2026-09-15T15:30:00+09:00", "sources": [ { "url": "https://www.comforia-reit.co.jp/en/", "title": "Comforia Residential Reit, Inc.", "published_on": "2026-09-14", "observed_at": "2026-09-16T02:30:06+09:00", "supports": "第32期（2026年7月期）の確定分配金が1口当たり2,102円、次期の第33期（2027年1月期）の予想分配金が2,139円であることを確認した。" } ], "reaction_sources": [ { "url": "https://alumina-ai.jp/calendar/data.json#earnings-32820-2026-07-FY", "title": "値動きの観測記録", "observed_at": "2026-09-16T02:32:29.550302+09:00", "published_on": "", "supports": "price_observationに保存した同一系列の比較日時・価格。差額と騰落率はその値から算出。" } ], "market_analysis": "", "analysis_sources": [], "checked_at": "2026-09-16T02:32:29.550302+09:00", "analysis_stage": "initial", "result_checked_at": "2026-09-16T02:32:29+09:00", "reaction_method": "cached-prices-v1", "price_observation": { "series": "32820", "label": "当該銘柄", "baseline_date": "2026-09-14", "baseline": 97500.0, "at": "2026-09-15T15:30:00+09:00", "date": "2026-09-15", "close": 97500.0, "period": "翌営業日" }, "reaction_context_applied": {} }, "market_timeline": null, "done": true, "result_note": null }, { "id": 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"date": "2026-10-02", "end_date": null, "time_jst": null, "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "scheduled", "source_url": null, "verified_at": "2026-09-01", "subject_code": "33210", "relations": [ { "code": "33210", "type": "self", "label": "ミタチ産業" } ], "tokyo_reaction": null, "note": null, "market_view": null, "market_expectation": null, "market_result": null, "market_timeline": null, "done": false, "result_note": null }, { "id": "earnings-33330-2027-02-2Q", "title": "あさひ（3333）第2四半期（中間期）決算", "short": "あさひ決算", "date": "2026-09-25", "end_date": null, "time_jst": null, "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "scheduled", "source_url": null, "verified_at": "2026-08-10", "subject_code": "33330", "relations": [ { "code": "33330", "type": "self", "label": "あさひ" } ], "tokyo_reaction": null, "note": null, "market_view": null, "market_expectation": { "context": "自転車販売は春の需要期の影響が大きく、中間期までの進捗が通期を左右する。客数、単価、出店効果と費用を確認したい。", "consensus": "会社計画：売上高862億78百万円／営業利益43億円／経常利益44億40百万円／当期純利益27億30百万円", "hope": "需要期の増収を利益につなげ、会社計画に対して順調な進捗を示せるかが焦点。", "upside": "", "downside": "売上が伸びても、在庫処分の値引きや出店費用が増えれば、利益の進捗は見かけほど強くない。", "watch": "", "change": "", "event_id": "earnings-33330-2027-02-2Q", "event_date": "2026-09-25", "status": "reviewed", "sources": [ { "url": "https://corporate.cb-asahi.co.jp/ir/library/Non-consolidated-Financial-Results-for-the-Fiscal-Year-Ended-February-20-2026_ja.pdf", "title": "あさひ 2026年2月期決算短信", "published_on": "2026-04-03", "observed_at": "2026-09-14T07:00:08+09:00", "supports": "2027年2月期の会社計画。" }, { "url": "https://www.daiwair.co.jp/td_download.cgi?c=3333&i=3183766", "title": "あさひ 2026年2月期決算短信", "published_on": "2026-04-03", "observed_at": "2026-09-14T07:00:08+09:00", "supports": "同決算短信の開示日と財務内容。" } ], "checked_at": "2026-09-16T07:06:34+09:00" }, "market_result": null, "market_timeline": null, "done": false, "result_note": null }, { "id": "earnings-33490-2027-05-1Q", "title": 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"market_result": null, "market_timeline": null, "done": false, "result_note": null }, { "id": "earnings-33610-2027-04-1Q", "title": "トーエル（3361）第1四半期決算", "short": "トーエル決算", "date": "2026-09-11", "end_date": null, "time_jst": "16:00", "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "confirmed", "source_url": null, "verified_at": "2026-09-11", "subject_code": "33610", "relations": [ { "code": "33610", "type": "self", "label": "トーエル" } ], "tokyo_reaction": "2026-09-14", "note": null, "market_view": null, "market_expectation": null, "market_result": { "event_id": "earnings-33610-2027-04-1Q", "event_date": "2026-09-11", "summary": "第1四半期は売上高69億5,900万円、営業利益5億6,400万円、経常利益6億5,600万円、親会社株主に帰属する四半期純利益4億2,500万円。保存済みの市場予想がないため、予想との差は比較できない。", "meaning": "営業利益は前年同期比130.7%増となり、エネルギー事業の増収増益が寄与した。ウォーター事業は減収だったものの、経費抑制などにより増益を確保し、通期業績予想は据え置かれた。", "market_reaction": "翌営業日の9/14終値は903.0円。9/11終値比+22.0円（+2.50％）。", "reaction_at": "2026-09-14T15:30:00+09:00", "sources": [ { "url": 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"id": "earnings-33960-2027-02-2Q", "title": "フェリシモ（3396）第2四半期（中間期）決算", "short": "フェリシモ決算", "date": "2026-10-06", "end_date": null, "time_jst": null, "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "scheduled", "source_url": null, "verified_at": "2026-08-26", "subject_code": "33960", "relations": [ { "code": "33960", "type": "self", "label": "フェリシモ" } ], "tokyo_reaction": null, "note": null, "market_view": null, "market_expectation": null, "market_result": null, "market_timeline": null, "done": false, "result_note": null }, { "id": "earnings-33990-2027-01-2Q", "title": "丸千代山岡家（3399）第2四半期（中間期）決算", "short": "丸千代山岡家決算", "date": "2026-09-11", "end_date": null, "time_jst": "16:00", "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "confirmed", "source_url": null, "verified_at": "2026-09-11", "subject_code": "33990", "relations": [ { "code": "33990", "type": "self", "label": "丸千代山岡家" } ], "tokyo_reaction": "2026-09-14", "note": null, "market_view": null, "market_expectation": null, "market_result": { "event_id": "earnings-33990-2027-01-2Q", "event_date": "2026-09-11", "summary": "中間期は売上高228億6,800万円、営業利益24億8,700万円、経常利益25億3,800万円、中間純利益17億7,800万円。保存済みの市場予想がないため、予想との差は比較できない。", "meaning": "売上高は前年同期比15.4%増、営業利益は27.0%増、経常利益は26.8%増、中間純利益は29.3%増となった。通期業績予想は据え置かれた。", "market_reaction": "翌営業日の9/14終値は3,690.0円。9/11終値比-130.0円（-3.40％）。", "reaction_at": "2026-09-14T15:30:00+09:00", "sources": [ { "url": "https://www.release.tdnet.info/inbs/140120260911534857.pdf", "title": "2027年1月期 第2四半期（中間期）決算短信〔日本基準〕（非連結）", "published_on": "2026-09-11", "observed_at": "2026-09-13T11:30:11+09:00", "supports": "2026年2～7月期の売上高22,868百万円、営業利益2,487百万円、経常利益2,538百万円、中間純利益1,778百万円を確認。各項目の前年同期比と、通期業績予想に変更がないことも確認した。" } ], "reaction_sources": [ { "url": "https://alumina-ai.jp/calendar/data.json#earnings-33990-2027-01-2Q", "title": "値動きの観測記録", "observed_at": "2026-09-14T20:26:46.277250+09:00", "published_on": "", "supports": "price_observationに保存した同一系列の比較日時・価格。差額と騰落率はその値から算出。" } ], "market_analysis": "", "analysis_sources": [], "checked_at": "2026-09-14T20:26:46.277250+09:00", "analysis_stage": "initial", "result_checked_at": "2026-09-13T11:32:48+09:00", "reaction_method": "cached-prices-v1", "price_observation": { "series": "33990", "label": "当該銘柄", "baseline_date": "2026-09-11", "baseline": 3820.0, "at": "2026-09-14T15:30:00+09:00", "date": "2026-09-14", "close": 3690.0, "period": "翌営業日" }, "reaction_context_applied": {} }, "market_timeline": null, "done": true, "result_note": null }, { "id": "earnings-339A0-2027-02-2Q", "title": "プログレス・テクノロジーズ　グループ（339A）第2四半期（中間期）決算", "short": "プログレス・テクノロジーズ　グループ決算", "date": "2026-10-14", "end_date": null, "time_jst": null, "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "scheduled", "source_url": null, "verified_at": "2026-04-15", "subject_code": "339A0", "relations": [ { "code": "339A0", "type": "self", "label": "プログレス・テクノロジーズ　グループ" } ], "tokyo_reaction": null, "note": null, "market_view": null, "market_expectation": null, "market_result": null, "market_timeline": null, "done": false, "result_note": null }, { "id": "earnings-340A0-2027-05-1Q", "title": "ジグザグ（340A）第1四半期決算", "short": "ジグザグ決算", "date": "2026-10-14", "end_date": null, "time_jst": null, "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "scheduled", "source_url": null, "verified_at": "2026-08-19", "subject_code": "340A0", "relations": [ { "code": "340A0", "type": "self", "label": "ジグザグ" } ], "tokyo_reaction": null, "note": null, "market_view": null, "market_expectation": null, "market_result": null, "market_timeline": null, "done": false, "result_note": null }, { "id": "earnings-34150-2027-01-2Q", "title": "ＴＯＫＹＯ　ＢＡＳＥ（3415）第2四半期（中間期）決算", "short": "ＴＯＫＹＯ　ＢＡＳＥ決算", "date": "2026-09-14", "end_date": null, "time_jst": "15:30", "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "confirmed", "source_url": null, "verified_at": "2026-09-14", "subject_code": "34150", "relations": [ { "code": "34150", "type": "self", "label": "ＴＯＫＹＯ　ＢＡＳＥ" } ], "tokyo_reaction": "2026-09-15", "note": null, "market_view": null, "market_expectation": null, "market_result": { "event_id": "earnings-34150-2027-01-2Q", "event_date": "2026-09-14", "summary": "2027年1月期中間期は、売上高124億6,600万円、営業利益8億5,700万円、経常利益9億2,000万円、親会社株主に帰属する中間純利益5億1,800万円だった。保存済みの市場予想がないため、市場予想との差は比較できない。", "meaning": "売上高は前年同期比21.1％増、営業利益は7.8％増、経常利益は34.8％増、中間純利益は11.9％増となった。新規出店や免税売上の伸長が増収を支えた一方、売上総利益率は前年同期を0.4ポイント下回った。", "market_reaction": "翌営業日の9/15終値は348.0円。9/14終値比+2.0円（+0.58％）。", "reaction_at": "2026-09-15T15:30:00+09:00", "sources": [ { "url": "https://finance-frontend-pc-dist.west.edge.storage-yahoo.jp/disclosure/20260914/20260914535531.pdf", "title": "2027年1月期 第2四半期（中間期）決算短信〔日本基準〕（連結）", "published_on": "2026-09-14", "observed_at": "2026-09-16T02:30:06+09:00", "supports": "2026年2～7月の売上高12,466百万円、営業利益857百万円、経常利益920百万円、親会社株主に帰属する中間純利益518百万円と各前年同期比を確認した。新規出店と免税売上が増収に寄与し、売上総利益率が前年同期比0.4ポイント低下したことも確認した。" } ], "reaction_sources": [ { "url": "https://alumina-ai.jp/calendar/data.json#earnings-34150-2027-01-2Q", "title": "値動きの観測記録", "observed_at": "2026-09-16T02:32:29.550302+09:00", "published_on": "", "supports": "price_observationに保存した同一系列の比較日時・価格。差額と騰落率はその値から算出。" } ], "market_analysis": "", "analysis_sources": [], "checked_at": "2026-09-16T02:32:29.550302+09:00", "analysis_stage": "initial", "result_checked_at": "2026-09-16T02:32:29+09:00", "reaction_method": "cached-prices-v1", "price_observation": { "series": "34150", "label": "当該銘柄", "baseline_date": "2026-09-14", "baseline": 346.0, "at": "2026-09-15T15:30:00+09:00", "date": "2026-09-15", "close": 348.0, "period": "翌営業日" }, "reaction_context_applied": {} }, "market_timeline": null, "done": true, "result_note": null }, { "id": "earnings-34180-2026-07-FY", "title": "バルニバービ（3418）通期決算", "short": "バルニバービ決算", "date": "2026-09-14", "end_date": null, "time_jst": "15:00", "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "confirmed", "source_url": null, "verified_at": "2026-09-14", "subject_code": "34180", "relations": [ { "code": "34180", "type": "self", "label": "バルニバービ" } ], "tokyo_reaction": "2026-09-14", "note": null, "market_view": null, "market_expectation": null, "market_result": null, "market_timeline": null, "done": true, "result_note": null }, { "id": "earnings-34210-2026-07-FY", "title": "稲葉製作所（3421）通期決算", "short": "稲葉製作所決算", "date": "2026-09-11", "end_date": null, "time_jst": "15:30", "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "confirmed", "source_url": null, "verified_at": "2026-09-11", "subject_code": "34210", "relations": [ { "code": "34210", "type": "self", "label": "稲葉製作所" } ], "tokyo_reaction": "2026-09-14", "note": null, "market_view": null, "market_expectation": null, "market_result": { "event_id": "earnings-34210-2026-07-FY", "event_date": "2026-09-11", "summary": "通期実績は売上高414億6,800万円（前期比1.0％減）、営業利益17億2,200万円（同7.7％減）、経常利益21億6,800万円（同1.3％減）、純利益15億4,600万円（ほぼ横ばい）。保存済みの市場予想がないため、予想との差は比較できない。", "meaning": "鋼製物置の減収減益をオフィス家具の増収増益で一部補ったが、全社では減収・営業減益となった。次期は売上高がほぼ横ばい、営業利益が12.9％減の計画で、収益面には警戒が残る。", "market_reaction": "翌営業日の9/14終値は1,619.0円。9/11終値比-74.0円（-4.37％）。", "reaction_at": "2026-09-14T15:30:00+09:00", "sources": [ { "url": "https://finance-frontend-pc-dist.west.edge.storage-yahoo.jp/disclosure/20260911/20260911535034.pdf", "title": "2026年７月期 決算短信〔日本基準〕（連結）", "published_on": "2026-09-11", "observed_at": "2026-09-12T11:00:09+09:00", "supports": "2026年7月期の連結売上高41,468百万円、営業利益1,722百万円、経常利益2,168百万円、親会社株主に帰属する当期純利益1,546百万円と各前期比を確認。鋼製物置・オフィス家具のセグメント実績および2027年7月期計画も確認した。" } ], "reaction_sources": [ { "url": "https://alumina-ai.jp/calendar/data.json#earnings-34210-2026-07-FY", "title": "値動きの観測記録", "observed_at": "2026-09-14T20:26:46.277250+09:00", "published_on": "", "supports": "price_observationに保存した同一系列の比較日時・価格。差額と騰落率はその値から算出。" } ], "market_analysis": "", "analysis_sources": [], "checked_at": "2026-09-14T20:26:46.277250+09:00", "analysis_stage": "initial", "result_checked_at": "2026-09-12T11:03:12+09:00", "reaction_method": "cached-prices-v1", "price_observation": { "series": "34210", "label": "当該銘柄", "baseline_date": "2026-09-11", "baseline": 1693.0, "at": "2026-09-14T15:30:00+09:00", "date": "2026-09-14", "close": 1619.0, "period": "翌営業日" }, "reaction_context_applied": {} }, "market_timeline": null, "done": true, "result_note": null }, { "id": "earnings-34390-2027-06-1Q", "title": "三ツ知（3439）第1四半期決算", "short": "三ツ知決算", "date": "2026-10-30", "end_date": null, "time_jst": null, "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "scheduled", "source_url": null, "verified_at": "2026-09-03", "subject_code": "34390", "relations": [ { "code": "34390", "type": "self", "label": "三ツ知" } ], "tokyo_reaction": null, "note": null, "market_view": null, "market_expectation": null, "market_result": null, "market_timeline": null, "done": false, "result_note": null }, { "id": "earnings-34400-2026-08-FY", "title": "日創グループ（3440）通期決算", "short": "日創グループ決算", "date": "2026-10-15", "end_date": null, "time_jst": null, "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "scheduled", "source_url": null, "verified_at": "2026-08-04", "subject_code": "34400", "relations": [ { "code": "34400", "type": "self", "label": "日創グループ" } ], "tokyo_reaction": null, "note": null, "market_view": null, "market_expectation": null, "market_result": null, "market_timeline": null, "done": false, "result_note": null }, { "id": "earnings-34410-2026-07-FY", "title": "山王（3441）通期決算", "short": "山王決算", "date": "2026-09-14", "end_date": null, "time_jst": "16:00", "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "confirmed", "source_url": null, "verified_at": "2026-09-14", "subject_code": "34410", "relations": [ { "code": "34410", "type": "self", "label": "山王" } ], "tokyo_reaction": "2026-09-15", "note": null, "market_view": null, "market_expectation": null, "market_result": { "event_id": "earnings-34410-2026-07-FY", "event_date": "2026-09-14", "summary": "2026年7月期通期は、売上高155億3,100万円、営業利益13億1,500万円、経常利益13億1,900万円、純利益11億8,100万円だった。保存済みの市場予想はなく、予想との差は比較できない。", "meaning": "AI・データセンター関連や自動車ADAS関連などの需要拡大を背景に、前期比で大幅な増収増益となった。一方、2027年7月期は原材料価格の変動や設備投資に伴う償却費負担の増加などを織り込み、営業利益8億円と39.2％減を見込む。", "market_reaction": "翌営業日の9/15終値は2,195.0円。9/14終値比-500.0円（-18.55％）。", "reaction_at": "2026-09-15T15:30:00+09:00", "sources": [ { "url": "https://finance-frontend-pc-dist.west.edge.storage-yahoo.jp/disclosure/20260914/20260914535513.pdf", "title": "株式会社山王 2026年7月期 決算短信〔日本基準〕（連結）", "published_on": "2026-09-14", "observed_at": "2026-09-16T09:30:07+09:00", "supports": "2025年8月1日から2026年7月31日までの通期が売上高15,531百万円（前期比43.4％増）、営業利益1,315百万円（同65.2％増）、経常利益1,319百万円（同63.6％増）、親会社株主に帰属する当期純利益1,181百万円（同54.3％増）であることを確認した。資料は需要拡大の対象として生成AI・データセンター、自動車ADASなどを挙げ、2027年7月期予想を売上高15,600百万円、営業利益800百万円、経常利益815百万円、純利益676百万円としている。" } ], "reaction_sources": [ { "url": "https://alumina-ai.jp/calendar/data.json#earnings-34410-2026-07-FY", "title": "値動きの観測記録", "observed_at": "2026-09-16T09:32:03.579603+09:00", "published_on": "", "supports": "price_observationに保存した同一系列の比較日時・価格。差額と騰落率はその値から算出。" } ], "market_analysis": "", "analysis_sources": [], "checked_at": "2026-09-16T09:32:03.579603+09:00", "analysis_stage": "initial", "result_checked_at": "2026-09-16T09:32:03+09:00", "reaction_method": "cached-prices-v1", "price_observation": { "series": "34410", "label": "当該銘柄", "baseline_date": "2026-09-14", "baseline": 2695.0, "at": "2026-09-15T15:30:00+09:00", "date": "2026-09-15", "close": 2195.0, "period": "翌営業日" }, "reaction_context_applied": {} }, "market_timeline": null, "done": true, "result_note": null }, { "id": "earnings-34440-2027-04-1Q", "title": "菊池製作所（3444）第1四半期決算", "short": "菊池製作所決算", "date": "2026-09-11", "end_date": null, "time_jst": "15:30", "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "confirmed", "source_url": null, "verified_at": "2026-09-11", "subject_code": "34440", "relations": [ { "code": "34440", "type": "self", "label": "菊池製作所" } ], "tokyo_reaction": "2026-09-14", "note": null, "market_view": null, "market_expectation": null, "market_result": { "event_id": "earnings-34440-2027-04-1Q", "event_date": "2026-09-11", "summary": "第1四半期は売上高13億6,700万円（前年同期比14.7％増）、営業損失1億5,200万円、経常損失1億4,500万円、純損失4,900万円となり、各損失は前年同期から縮小した。保存済みの市場予想がないため、予想との差は比較できない。", "meaning": "時計・事務機器やホビー関連などの受注増で増収となり、採算も改善したが、営業段階では赤字が続いた。ロボット・装置関連の売上が計画を下回ったことや、継続企業の前提に重要な疑義を生じさせる状況が残ることは警戒材料。", "market_reaction": "翌営業日の9/14終値は1,148.0円。9/11終値比+133.0円（+13.10％）。", "reaction_at": "2026-09-14T15:30:00+09:00", "sources": [ { "url": "https://tdnet-pdf.kabutan.jp/20260911/140120260911534916.pdf", "title": "2027年４月期 第１四半期決算短信〔日本基準〕（連結）", "published_on": "2026-09-11", "observed_at": "2026-09-12T11:00:09+09:00", "supports": "2027年4月期第1四半期の連結売上高1,367百万円、営業損失152百万円、経常損失145百万円、親会社株主に帰属する四半期純損失49百万円と前年同期実績を確認。受注動向、ロボット・装置関連の計画未達、継続企業の前提に関する記載も確認した。" } ], "reaction_sources": [ { "url": "https://alumina-ai.jp/calendar/data.json#earnings-34440-2027-04-1Q", "title": "値動きの観測記録", "observed_at": "2026-09-14T20:26:46.277250+09:00", "published_on": "", "supports": "price_observationに保存した同一系列の比較日時・価格。差額と騰落率はその値から算出。" } ], "market_analysis": "", "analysis_sources": [], "checked_at": "2026-09-14T20:26:46.277250+09:00", "analysis_stage": "initial", "result_checked_at": "2026-09-12T11:03:12+09:00", "reaction_method": "cached-prices-v1", "price_observation": { "series": "34440", "label": "当該銘柄", "baseline_date": "2026-09-11", "baseline": 1015.0, "at": "2026-09-14T15:30:00+09:00", "date": "2026-09-14", "close": 1148.0, "period": "翌営業日" }, "reaction_context_applied": {} }, "market_timeline": null, "done": true, "result_note": null }, { "id": "earnings-34540-2026-11-3Q", "title": "ファーストブラザーズ（3454）第3四半期決算", "short": "ファーストブラザーズ決算", "date": "2026-10-09", "end_date": null, "time_jst": null, "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "scheduled", "source_url": null, "verified_at": "2026-08-21", "subject_code": "34540", "relations": [ { "code": "34540", "type": "self", "label": "ファーストブラザーズ" } ], "tokyo_reaction": null, "note": null, "market_view": null, "market_expectation": null, "market_result": null, "market_timeline": null, "done": false, "result_note": null }, { "id": "earnings-34550-2026-07-FY", "title": "ヘルスケア＆メディカル投資法人（3455）通期決算", "short": "ヘルスケア＆メディカル投資法人決算", "date": "2026-09-14", "end_date": null, "time_jst": "15:30", "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "confirmed", "source_url": null, "verified_at": "2026-09-14", "subject_code": "34550", "relations": [ { "code": "34550", "type": "self", "label": "ヘルスケア＆メディカル投資法人" } ], "tokyo_reaction": "2026-09-15", "note": null, "market_view": null, "market_expectation": null, "market_result": { "event_id": "earnings-34550-2026-07-FY", "event_date": "2026-09-14", "summary": "2026年7月期は営業収益26億5,900万円、経常利益10億1,600万円、当期純利益10億1,500万円、1口当たり分配金は3,174円だった。保存済みの市場予想がないため、予想との差は比較できない。", "meaning": "営業収益は前期比0.9％増えた一方、経常利益と当期純利益はともに3.9％減少した。1口当たり分配金3,174円には利益超過分配金348円が含まれる。", "market_reaction": "翌営業日の9/15終値は96,600.0円。9/14終値比+300.0円（+0.31％）。", "reaction_at": "2026-09-15T15:30:00+09:00", "sources": [ { "url": "https://finance-frontend-pc-dist.west.edge.storage-yahoo.jp/disclosure/20260914/20260911535259.pdf", "title": "2026年7月期 決算短信（REIT）", "published_on": "2026-09-14", "observed_at": "2026-09-16T03:00:07+09:00", "supports": "2026年7月期の営業収益2,659百万円、経常利益1,016百万円、当期純利益1,015百万円、1口当たり分配金3,174円、利益超過分配金348円および各前期比を確認した。" } ], "reaction_sources": [ { "url": "https://alumina-ai.jp/calendar/data.json#earnings-34550-2026-07-FY", "title": "値動きの観測記録", "observed_at": "2026-09-16T03:02:45.674568+09:00", "published_on": "", "supports": "price_observationに保存した同一系列の比較日時・価格。差額と騰落率はその値から算出。" } ], "market_analysis": "", "analysis_sources": [], "checked_at": "2026-09-16T03:02:45.674568+09:00", "analysis_stage": "initial", "result_checked_at": "2026-09-16T03:02:45+09:00", "reaction_method": "cached-prices-v1", "price_observation": { "series": "34550", "label": "当該銘柄", "baseline_date": "2026-09-14", "baseline": 96300.0, "at": "2026-09-15T15:30:00+09:00", "date": "2026-09-15", "close": 96600.0, "period": "翌営業日" }, "reaction_context_applied": {} }, "market_timeline": null, "done": true, "result_note": null }, { "id": "earnings-34590-2026-07-FY", "title": "サムティ・レジデンシャル投資法人（3459）通期決算", "short": "サムティ・レジデンシャル投資法人決算", "date": "2026-09-14", "end_date": null, "time_jst": "15:30", "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "confirmed", "source_url": null, "verified_at": "2026-09-14", "subject_code": "34590", "relations": [ { "code": "34590", "type": "self", "label": "サムティ・レジデンシャル投資法人" } ], "tokyo_reaction": "2026-09-15", "note": null, "market_view": null, "market_expectation": null, "market_result": { "event_id": "earnings-34590-2026-07-FY", "event_date": "2026-09-14", "summary": "2026年7月期は営業収益59億7,200万円、経常利益19億800万円、当期純利益19億700万円、1口当たり分配金は2,637円だった。保存済みの市場予想がないため、予想との差は比較できない。", "meaning": "前期比で営業収益は16.0％、経常利益と当期純利益はともに41.6％減少した。分配金2,637円には利益超過分配金171円が含まれ、圧縮積立金の取り崩しも実施された。", "market_reaction": "翌営業日の9/15終値は86,700.0円。9/14終値比-800.0円（-0.91％）。", "reaction_at": "2026-09-15T15:30:00+09:00", "sources": [ { "url": "https://www.samty-residential.com/file/term-1a912e26b0a3abfa12fc240ee61b45e639d8cf9d.pdf", "title": "2026年7月期 決算短信（REIT）", "published_on": "2026-09-14", "observed_at": "2026-09-16T03:00:07+09:00", "supports": "2026年7月期の営業収益5,972百万円、経常利益1,908百万円、当期純利益1,907百万円、1口当たり分配金2,637円、利益超過分配金171円、各前期比および圧縮積立金195百万円の取り崩しを確認した。" } ], "reaction_sources": [ { "url": "https://alumina-ai.jp/calendar/data.json#earnings-34590-2026-07-FY", "title": "値動きの観測記録", "observed_at": "2026-09-16T03:02:45.674568+09:00", "published_on": "", "supports": "price_observationに保存した同一系列の比較日時・価格。差額と騰落率はその値から算出。" } ], "market_analysis": "", "analysis_sources": [], "checked_at": "2026-09-16T03:02:45.674568+09:00", "analysis_stage": "initial", "result_checked_at": "2026-09-16T03:02:45+09:00", "reaction_method": "cached-prices-v1", "price_observation": { "series": "34590", "label": "当該銘柄", "baseline_date": "2026-09-14", "baseline": 87500.0, "at": "2026-09-15T15:30:00+09:00", "date": "2026-09-15", "close": 86700.0, "period": "翌営業日" }, "reaction_context_applied": {} }, "market_timeline": null, "done": true, "result_note": null }, { "id": "earnings-34620-2026-08-FY", "title": "野村不動産マスターファンド投資法人（3462）通期決算", "short": "野村不動産マスターファンド投資法人決算", "date": "2026-10-16", "end_date": null, "time_jst": null, "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "scheduled", "source_url": null, "verified_at": "2026-08-06", "subject_code": "34620", "relations": [ { "code": "34620", "type": "self", "label": "野村不動産マスターファンド投資法人" } ], "tokyo_reaction": null, "note": null, "market_view": null, "market_expectation": null, "market_result": null, "market_timeline": null, "done": false, "result_note": null }, { "id": "earnings-34630-2026-07-FY", "title": "いちごホテルリート投資法人（3463）通期決算", "short": "いちごホテルリート投資法人決算", "date": "2026-09-17", "end_date": null, "time_jst": "15:30", "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "confirmed", "source_url": null, "verified_at": "2026-09-17", "subject_code": "34630", "relations": [ { "code": "34630", "type": "self", "label": "いちごホテルリート投資法人" } ], "tokyo_reaction": "2026-09-18", "note": null, "market_view": null, "market_expectation": { "context": "ホテル需要の強さに対し、物件売却益の剥落や改修休館が利益の重荷となる期。客室単価の上昇で休館と金利負担をどこまで補えたかを確認したい。", "consensus": "会社予想：1口当たり分配金3,566円", "hope": "宿泊収益が改修休館の影響を補い、会社予想どおりの分配金を確保できるかが焦点。", "upside": "", "downside": "分配金が予想を上回っても、物件売却など一時的な要因が中心なら、ホテル運営の実力改善とは限らない。", "watch": "", "change": "", "event_id": "earnings-34630-2026-07-FY", "event_date": "2026-09-17", "status": "reviewed", "sources": [ { "url": "https://www.ichigo-hotel.co.jp/ir/dividends.html", "title": "いちごホテルリート投資法人 分配金", "published_on": "", "observed_at": "2026-09-14T07:00:08+09:00", "supports": "2026年7月期の会社予想分配金3,566円。" }, { "url": "https://www.ichigo-hotel.co.jp/pdf/ir/library/2026/IchigoHotel_20260316_Earnings_JPN.pdf", "title": "いちごホテルリート投資法人 2026年1月期決算短信", "published_on": "2026-03-16", "observed_at": "2026-09-14T07:00:08+09:00", "supports": "改修休館を含む2026年7月期の運用見通し。" } ], "checked_at": "2026-09-16T07:06:34+09:00" }, "market_result": null, "market_timeline": null, "done": true, "result_note": null }, { "id": "earnings-34660-2026-08-FY", "title": "ラサールロジポート投資法人（3466）通期決算", "short": "ラサールロジポート投資法人決算", "date": "2026-10-20", "end_date": null, "time_jst": null, "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "scheduled", "source_url": null, "verified_at": "2026-07-31", "subject_code": "34660", "relations": [ { "code": "34660", "type": "self", "label": "ラサールロジポート投資法人" } ], "tokyo_reaction": null, "note": null, "market_view": null, "market_expectation": null, "market_result": null, "market_timeline": null, "done": false, "result_note": null }, { "id": "earnings-34680-2026-07-FY", "title": "スターアジア不動産投資法人（3468）通期決算", "short": "スターアジア不動産投資法人決算", "date": "2026-09-14", "end_date": null, "time_jst": "15:30", "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "confirmed", "source_url": null, "verified_at": "2026-09-14", "subject_code": "34680", "relations": [ { "code": "34680", "type": "self", "label": "スターアジア不動産投資法人" } ], "tokyo_reaction": "2026-09-15", "note": null, "market_view": null, "market_expectation": null, "market_result": { "event_id": "earnings-34680-2026-07-FY", "event_date": "2026-09-14", "summary": "市場予想は保存されていないため差は評価できない。営業収益は96億5,900万円、経常利益は45億7,900万円、当期純利益は45億7,800万円、1口当たり分配金は1,737円だった。", "meaning": "営業収益、経常利益、当期純利益は前期を下回った。一方、ホテル、オフィス、住宅の賃料増額や費用削減により、ポートフォリオ全体のNOIは当初予想比2.0％増加した。", "market_reaction": "翌営業日の9/15終値は53,800.0円。9/14終値比+900.0円（+1.70％）。", "reaction_at": "2026-09-15T15:30:00+09:00", "sources": [ { "url": "https://starasia-reit.com/file/top_financial-e95e5605b2462287df53da197698250a9f78d639.pdf", "title": "2026年7月期 決算短信（REIT）", "published_on": "2026-09-14", "observed_at": "2026-09-15T06:30:07+09:00", "supports": "2026年7月期の営業収益9,659百万円、経常利益4,579百万円、当期純利益4,578百万円、1口当たり分配金1,737円を確認した。前期比は営業収益5.9％減、経常利益と当期純利益が各3.7％減で、ホテル、オフィス、住宅の賃料増額や費用削減によりポートフォリオ全体のNOIが当初予想比2.0％増加したとの説明も確認した。" } ], "reaction_sources": [ { "url": "https://alumina-ai.jp/calendar/data.json#earnings-34680-2026-07-FY", "title": "値動きの観測記録", "observed_at": "2026-09-15T16:50:54.432294+09:00", "published_on": "", "supports": "price_observationに保存した同一系列の比較日時・価格。差額と騰落率はその値から算出。" } ], "market_analysis": "", "analysis_sources": [], "checked_at": "2026-09-15T16:50:54.432294+09:00", "analysis_stage": "initial", "result_checked_at": "2026-09-15T06:32:46+09:00", "reaction_method": "cached-prices-v1", "price_observation": { "series": "34680", "label": "当該銘柄", "baseline_date": "2026-09-14", "baseline": 52900.0, "at": "2026-09-15T15:30:00+09:00", "date": "2026-09-15", "close": 53800.0, "period": "翌営業日" }, "reaction_context_applied": {} }, "market_timeline": null, "done": true, "result_note": null }, { "id": "earnings-34710-2026-07-FY", "title": "三井不動産ロジスティクスパーク投資法人（3471）通期決算", "short": "三井不動産ロジスティクスパーク投資法人決算", "date": "2026-09-17", "end_date": null, "time_jst": "15:30", "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "confirmed", "source_url": null, "verified_at": "2026-09-17", "subject_code": "34710", "relations": [ { "code": "34710", "type": "self", "label": "三井不動産ロジスティクスパーク投資法人" } ], "tokyo_reaction": "2026-09-18", "note": null, "market_view": null, "market_expectation": { "context": "物流施設の賃貸収入は安定しやすい一方、前期比較は物件売却など一時要因の影響を受ける。賃料、稼働率、借入費用から分配金の持続性を見たい。", "consensus": "会社予想：営業収益167億3百万円／営業利益66億58百万円／当期純利益57億29百万円／1口当たり分配金2,503円", "hope": "賃貸事業の安定収益で金利負担を吸収し、会社予想どおりの分配金を確保できるかが焦点。", "upside": "", "downside": "分配金を積立金の取り崩しで補う場合、金額が維持されても当期利益だけで賄えたとはいえない。", "watch": "", "change": "", "event_id": "earnings-34710-2026-07-FY", "event_date": "2026-09-17", "status": "reviewed", "sources": [ { "url": "https://www.mflp-r.co.jp/ja/ir/distribute.html", "title": "三井不動産ロジスティクスパーク投資法人 分配金情報", "published_on": "", "observed_at": "2026-09-14T07:00:08+09:00", "supports": "2026年7月期の会社予想分配金が2,503円であること。" }, { "url": "https://www.mflp-r.co.jp/file/ir_library_term-eea91ed153027c1f7d94486c414875222a0a6bd0.pdf", "title": "三井不動産ロジスティクスパーク投資法人 2026年1月期決算短信", "published_on": "2026-03-13", "observed_at": "2026-09-14T07:00:08+09:00", "supports": "2026年7月期の会社予想と積立金取り崩しの想定。" } ], "checked_at": "2026-09-16T07:06:34+09:00" }, "market_result": null, "market_timeline": null, "done": true, "result_note": null }, { "id": "earnings-34750-2026-10-3Q", "title": "グッドコムアセット（3475）第3四半期決算", "short": "グッドコムアセット決算", "date": "2026-09-14", "end_date": null, "time_jst": "15:30", "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "confirmed", "source_url": null, "verified_at": "2026-09-14", "subject_code": "34750", "relations": [ { "code": "34750", "type": "self", "label": "グッドコムアセット" } ], "tokyo_reaction": "2026-09-15", "note": null, "market_view": null, "market_expectation": null, "market_result": { "event_id": "earnings-34750-2026-10-3Q", "event_date": "2026-09-14", "summary": "市場予想は保存されていないため差は評価できない。第3四半期累計は売上高349億8,600万円、営業利益26億3,700万円、経常利益20億8,900万円、親会社株主に帰属する四半期純利益13億7,200万円だった。", "meaning": 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"market_result": null, "market_timeline": null, "done": false, "result_note": null }, { "id": "earnings-36530-2026-10-3Q", "title": "モルフォ（3653）第3四半期決算", "short": "モルフォ決算", "date": "2026-09-11", "end_date": null, "time_jst": "15:30", "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "confirmed", "source_url": null, "verified_at": "2026-09-11", "subject_code": "36530", "relations": [ { "code": "36530", "type": "self", "label": "モルフォ" } ], "tokyo_reaction": "2026-09-14", "note": null, "market_view": null, "market_expectation": null, "market_result": { "event_id": "earnings-36530-2026-10-3Q", "event_date": "2026-09-11", "summary": "第3四半期累計は売上高19億2,899万円、営業損失6億2,036万円、経常損失5億4,282万円、純損失9億503万円だった。保存済みの市場予想がないため、予想との差は算出できない。", "meaning": "売上高は前年同期比17.3％減少し、営業損失は前年同期の9,022万円から大幅に拡大した。ロイヤリティ収入と開発収入がともに減少したうえ、構造改革費用や減損損失なども純損失を押し下げた。", "market_reaction": "翌営業日の9/14終値は1,079.0円。9/11終値比-210.0円（-16.29％）。", "reaction_at": "2026-09-14T15:30:00+09:00", "sources": [ { "url": "https://assets.minkabu.jp/news/article_media_content/urn:newsml:tdnet.info:20260911535031/140120260911535031.pdf", "title": "2026年10月期 第3四半期決算短信〔日本基準〕（連結）", "published_on": "2026-09-11", "observed_at": "2026-09-12T05:30:08+09:00", "supports": "2025年11月～2026年7月の累計売上高1,928,994千円、営業損失620,367千円、経常損失542,820千円、親会社株主に帰属する四半期純損失905,033千円を確認。前年同期比の売上高17.3％減、ロイヤリティ収入17.9％減、開発収入20.2％減、特別損失313,397千円の内訳も確認した。" } ], "reaction_sources": [ { "url": "https://alumina-ai.jp/calendar/data.json#earnings-36530-2026-10-3Q", "title": "値動きの観測記録", "observed_at": "2026-09-14T20:26:46.277250+09:00", "published_on": "", "supports": "price_observationに保存した同一系列の比較日時・価格。差額と騰落率はその値から算出。" } ], "market_analysis": "", "analysis_sources": [], "checked_at": "2026-09-14T20:26:46.277250+09:00", "analysis_stage": "initial", "result_checked_at": "2026-09-12T05:33:34+09:00", "reaction_method": "cached-prices-v1", "price_observation": { "series": "36530", "label": "当該銘柄", "baseline_date": "2026-09-11", "baseline": 1289.0, "at": 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"減収だった一方、前年同期の営業損失2億600万円、経常損失4億8,100万円、最終損失3億9,200万円から各利益が黒字に転換した。収益性の改善が重要点となる。", "market_reaction": "翌営業日の9/15終値は378.0円。9/14終値比+13.0円（+3.56％）。", "reaction_at": "2026-09-15T15:30:00+09:00", "sources": [ { "url": "https://finance-frontend-pc-dist.west.edge.storage-yahoo.jp/disclosure/20260914/20260914535709.pdf", "title": "2027年１月期 第２四半期（中間期）決算短信〔日本基準〕（連結）", "published_on": "2026-09-14", "observed_at": "2026-09-16T10:30:06+09:00", "supports": "2026年2～7月の売上高230億2,500万円、営業利益8億2,900万円、経常利益9億9,600万円、親会社株主に帰属する中間純利益4億3,200万円と、前年同期の各損益を確認した。" } ], "reaction_sources": [ { "url": "https://alumina-ai.jp/calendar/data.json#earnings-36570-2027-01-2Q", "title": "値動きの観測記録", "observed_at": "2026-09-16T10:33:08.918126+09:00", "published_on": "", "supports": "price_observationに保存した同一系列の比較日時・価格。差額と騰落率はその値から算出。" } ], "market_analysis": "", "analysis_sources": [], "checked_at": "2026-09-16T10:33:08.918126+09:00", "analysis_stage": "initial", "result_checked_at": "2026-09-16T10:33:08+09:00", 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"id": "earnings-37330-2026-10-3Q", "title": "ソフトウェア・サービス（3733）第3四半期決算", "short": "ソフトウェア・サービス決算", "date": "2026-09-11", "end_date": null, "time_jst": "15:45", "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "confirmed", "source_url": null, "verified_at": "2026-09-11", "subject_code": "37330", "relations": [ { "code": "37330", "type": "self", "label": "ソフトウェア・サービス" } ], "tokyo_reaction": "2026-09-14", "note": null, "market_view": null, "market_expectation": null, "market_result": { "event_id": "earnings-37330-2026-10-3Q", "event_date": "2026-09-11", "summary": "第3四半期累計は売上高329.97億円（前年同期比14.8％増）、営業利益55.78億円（4.7％減）。増収の一方で営業減益となり、通期計画は据え置かれた。", "meaning": "売上拡大は安心材料だが、半導体価格高騰とハードウェア売上比率の上昇で採算が悪化しており警戒も必要。受注残は前年同期比24.8％増だが、利益率の推移を確認したい。", "market_reaction": "翌営業日の9/14終値は11,910.0円。9/11終値比+250.0円（+2.14％）。", "reaction_at": "2026-09-14T15:30:00+09:00", "sources": [ { "url": "https://www.softs.co.jp/ir/assets/pdf/news_3Q_tanshin_20260911.pdf", "title": "2026年10月期 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"2026-09-14", "summary": "第3四半期累計実績は売上高41億7,600万円、営業利益7億600万円、経常利益7億1,200万円、親会社株主に帰属する四半期純利益4億4,300万円。保存済みの市場予想がないため、予想との差は算定できない。", "meaning": "前年同期比で売上高は11.5％増、営業利益は1.9％増、経常利益は2.0％増となった一方、親会社株主に帰属する四半期純利益は9.3％減少した。大型案件の稼働開始によるストック収益の積み上がりで増収・営業増益となった点が重要。", "market_reaction": "翌営業日の9/15終値は445.0円。9/14終値比-12.0円（-2.63％）。", "reaction_at": "2026-09-15T15:30:00+09:00", "sources": [ { "url": "https://www.systemd.co.jp/wordpress/wp-content/uploads/2026/09/20260914k.pdf", "title": "2026年10月期 第3四半期決算短信〔日本基準〕（連結）", "published_on": "2026-09-14", "observed_at": "2026-09-15T14:30:09+09:00", "supports": "2025年11月1日から2026年7月31日までの第3四半期累計について、売上高4,176百万円（前年同期比11.5％増）、営業利益706百万円（同1.9％増）、経常利益712百万円（同2.0％増）、親会社株主に帰属する四半期純利益443百万円（同9.3％減）と確認。複数事業で大型案件の稼働が始まり、ストック収益が積み上がったとの説明も確認した。" } ], "reaction_sources": [ { "url": "https://alumina-ai.jp/calendar/data.json#earnings-38040-2026-10-3Q", "title": "値動きの観測記録", "observed_at": "2026-09-15T16:50:54.432294+09:00", "published_on": "", "supports": 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null, "note": null, "market_view": null, "market_expectation": null, "market_result": null, "market_timeline": null, "done": false, "result_note": null }, { "id": "earnings-38150-2026-08-FY", "title": "メディア工房（3815）通期決算", "short": "メディア工房決算", "date": "2026-10-09", "end_date": null, "time_jst": null, "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "scheduled", "source_url": null, "verified_at": "2026-08-03", "subject_code": "38150", "relations": [ { "code": "38150", "type": "self", "label": "メディア工房" } ], "tokyo_reaction": null, "note": null, "market_view": null, "market_expectation": null, "market_result": null, "market_timeline": null, "done": false, "result_note": null }, { "id": "earnings-38160-2026-07-FY", "title": "大和コンピューター（3816）通期決算", "short": "大和コンピューター決算", "date": "2026-09-04", "end_date": null, "time_jst": "16:00", "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "confirmed", "source_url": null, "verified_at": "2026-09-04", 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"meaning": "売上高は前年同期比107.6％増え、各利益は前年同期の赤字から黒字へ転換した。ただし決算期変更により比較対象の暦月が異なり、増収には買収した企業の連結寄与が含まれる。", "market_reaction": "翌営業日の9/15終値は53.0円。9/14終値比+21.0円（+65.62％）。", "reaction_at": "2026-09-15T15:30:00+09:00", "sources": [ { "url": "https://www.release.tdnet.info/inbs/140120260914535786.pdf", "title": "2027年4月期 第1四半期決算短信〔日本基準〕（連結）", "published_on": "2026-09-14", "observed_at": "2026-09-15T07:30:08+09:00", "supports": "2026年5～7月期の売上高1,674百万円、営業利益91百万円、経常利益77百万円、親会社株主に帰属する四半期純利益37百万円を確認。前年同期は営業損失125百万円、経常損失134百万円、純損失156百万円で、決算期変更により比較期間の暦月が異なることも確認した。" } ], "reaction_sources": [ { "url": "https://alumina-ai.jp/calendar/data.json#earnings-38230-2027-04-1Q", "title": "値動きの観測記録", "observed_at": "2026-09-15T16:50:54.432294+09:00", "published_on": "", "supports": "price_observationに保存した同一系列の比較日時・価格。差額と騰落率はその値から算出。" } ], "market_analysis": "", "analysis_sources": [], "checked_at": "2026-09-15T16:50:54.432294+09:00", "analysis_stage": "initial", "result_checked_at": "2026-09-15T07:34:05+09:00", "reaction_method": "cached-prices-v1", "price_observation": { "series": "38230", "label": "当該銘柄", "baseline_date": "2026-09-14", "baseline": 32.0, "at": "2026-09-15T15:30:00+09:00", "date": "2026-09-15", "close": 53.0, "period": "翌営業日" }, "reaction_context_applied": {} }, "market_timeline": null, "done": true, "result_note": null }, { "id": "earnings-38260-2027-02-2Q", "title": "システムインテグレータ（3826）第2四半期（中間期）決算", "short": "システムインテグレータ決算", "date": "2026-10-15", "end_date": null, "time_jst": null, "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "scheduled", "source_url": null, "verified_at": "2026-08-03", "subject_code": "38260", "relations": [ { "code": "38260", "type": "self", "label": "システムインテグレータ" } ], "tokyo_reaction": null, "note": null, "market_view": null, "market_expectation": null, "market_result": null, "market_timeline": null, "done": false, "result_note": null }, { "id": "earnings-38360-2027-06-1Q", "title": "アバントグループ（3836）第1四半期決算", "short": "アバントグループ決算", "date": "2026-10-30", "end_date": null, "time_jst": null, "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "scheduled", "source_url": null, "verified_at": "2026-09-07", "subject_code": "38360", "relations": [ { "code": "38360", "type": "self", "label": "アバントグループ" } ], "tokyo_reaction": null, "note": null, "market_view": null, "market_expectation": null, "market_result": null, "market_timeline": null, "done": false, "result_note": null }, { "id": "earnings-38390-2027-03-2Q", "title": "ＯＤＫソリューションズ（3839）第2四半期（中間期）決算", "short": "ＯＤＫソリューションズ決算", "date": "2026-10-28", "end_date": null, "time_jst": null, "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "scheduled", "source_url": null, "verified_at": "2026-09-01", "subject_code": "38390", "relations": [ { "code": "38390", "type": "self", "label": "ＯＤＫソリューションズ" } ], "tokyo_reaction": null, "note": null, "market_view": null, "market_expectation": null, "market_result": null, "market_timeline": null, "done": false, "result_note": null }, { "id": "earnings-38540-2026-07-FY", "title": "アイル（3854）通期決算", "short": "アイル決算", "date": "2026-09-07", "end_date": null, "time_jst": "15:40", "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "confirmed", "source_url": null, "verified_at": "2026-09-07", "subject_code": "38540", "relations": [ { "code": "38540", "type": "self", "label": "アイル" } ], "tokyo_reaction": "2026-09-08", "note": null, "market_view": null, "market_expectation": null, "market_result": null, "market_timeline": null, "done": true, "result_note": null }, { "id": "earnings-38920-2027-05-1Q", "title": "岡山製紙（3892）第1四半期決算", "short": "岡山製紙決算", "date": "2026-10-14", "end_date": null, "time_jst": null, "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "scheduled", "source_url": null, "verified_at": "2026-08-25", "subject_code": "38920", "relations": [ { "code": "38920", "type": "self", "label": "岡山製紙" } ], "tokyo_reaction": null, "note": null, "market_view": null, "market_expectation": null, "market_result": null, "market_timeline": null, "done": false, "result_note": null }, { "id": "earnings-39030-2027-04-1Q", "title": "ｇｕｍｉ（3903）第1四半期決算", "short": "ｇｕｍｉ決算", "date": "2026-09-11", "end_date": null, "time_jst": "15:00", "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "confirmed", "source_url": null, "verified_at": "2026-09-11", "subject_code": "39030", "relations": [ { "code": "39030", "type": "self", "label": "ｇｕｍｉ" } ], "tokyo_reaction": "2026-09-11", "note": null, "market_view": null, "market_expectation": null, "market_result": { "event_id": "earnings-39030-2027-04-1Q", "event_date": "2026-09-11", "summary": "第1四半期は売上高16億2,801万円、営業損失1億8,642万円、経常損失20億1,803万円、純損失18億6,881万円だった。保存済みの市場予想がないため、予想との差は算出できない。", "meaning": "売上高は前年同期比20.2％増えた一方、営業段階で赤字に転落した。さらに暗号資産評価損15億3,788万円などの営業外費用が膨らみ、経常・最終損益が大幅な赤字となった。", "market_reaction": "翌営業日の9/14終値は202.0円。9/11終値比-14.0円（-6.48％）。", "reaction_at": "2026-09-14T15:30:00+09:00", "sources": [ { "url": "https://finance-frontend-pc-dist.west.edge.storage-yahoo.jp/disclosure/20260911/20260910534566.pdf", "title": "2027年4月期 第1四半期決算短信〔日本基準〕（連結）", "published_on": "2026-09-11", "observed_at": "2026-09-12T05:30:08+09:00", "supports": "2026年5～7月の売上高1,628,012千円、営業損失186,421千円、経常損失2,018,036千円、親会社株主に帰属する四半期純損失1,868,816千円を確認。営業外費用に暗号資産評価損1,537,889千円、暗号資産売却損153,121千円、持分法投資損失187,556千円が計上されたことも確認した。" } ], "reaction_sources": [ { "url": "https://alumina-ai.jp/calendar/data.json#earnings-39030-2027-04-1Q", "title": "値動きの観測記録", "observed_at": "2026-09-14T20:26:46.277250+09:00", "published_on": "", "supports": "price_observationに保存した同一系列の比較日時・価格。差額と騰落率はその値から算出。" } ], "market_analysis": "", "analysis_sources": [], "checked_at": "2026-09-14T20:26:46.277250+09:00", "analysis_stage": "initial", "result_checked_at": "2026-09-12T05:33:34+09:00", "reaction_method": "cached-prices-v1", "price_observation": { "series": "39030", "label": "当該銘柄", "baseline_date": "2026-09-11", "baseline": 216.0, "at": "2026-09-14T15:30:00+09:00", "date": "2026-09-14", "close": 202.0, "period": "翌営業日" }, "reaction_context_applied": {} }, "market_timeline": null, "done": true, "result_note": null }, { "id": "earnings-39070-2026-11-3Q", "title": "シリコンスタジオ（3907）第3四半期決算", "short": "シリコンスタジオ決算", "date": "2026-10-08", "end_date": null, "time_jst": null, "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "scheduled", "source_url": null, "verified_at": "2026-08-21", "subject_code": "39070", "relations": [ { "code": "39070", "type": "self", "label": "シリコンスタジオ" } ], "tokyo_reaction": null, "note": null, "market_view": null, "market_expectation": null, "market_result": null, "market_timeline": null, "done": false, "result_note": null }, { "id": "earnings-39120-2026-12-3Q", "title": "モバイルファクトリー（3912）第3四半期決算", "short": "モバイルファクトリー決算", "date": "2026-10-23", "end_date": null, "time_jst": null, "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "scheduled", "source_url": null, "verified_at": "2026-09-15", "subject_code": "39120", "relations": [ { "code": "39120", "type": "self", "label": "モバイルファクトリー" } ], "tokyo_reaction": null, "note": null, "market_view": null, "market_expectation": null, "market_result": null, "market_timeline": null, "done": false, "result_note": null }, { "id": "earnings-39150-2027-02-2Q", "title": "テラスカイ（3915）第2四半期（中間期）決算", "short": "テラスカイ決算", "date": "2026-10-15", "end_date": null, "time_jst": null, "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "scheduled", "source_url": null, "verified_at": "2026-08-07", "subject_code": "39150", "relations": [ { "code": "39150", "type": "self", "label": "テラスカイ" } ], "tokyo_reaction": null, "note": null, "market_view": null, "market_expectation": null, "market_result": null, "market_timeline": null, "done": false, "result_note": null }, { "id": "earnings-39210-2027-01-2Q", "title": "ネオジャパン（3921）第2四半期（中間期）決算", "short": "ネオジャパン決算", "date": "2026-09-11", "end_date": null, "time_jst": "12:00", "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "confirmed", "source_url": null, "verified_at": "2026-09-11", "subject_code": "39210", "relations": [ { "code": "39210", "type": "self", "label": "ネオジャパン" } ], "tokyo_reaction": "2026-09-11", "note": null, "market_view": null, "market_expectation": null, "market_result": { "event_id": "earnings-39210-2027-01-2Q", "event_date": "2026-09-11", "summary": "2027年1月期中間期は、売上高42.26億円（前年同期比6.4％増）、営業利益13.48億円（同7.9％増）と増収増益だった。保存済みの市場予想はなく、予想との比較はしていない。", "meaning": "主力のソフトウエア事業が伸び、広告宣伝費などの増加を吸収して増益を確保した点は安心材料。通期計画への進捗率は売上高49.0％、営業利益50.3％だが、単純な進捗率だけで通期達成を断定できない点には留意が必要。", "market_reaction": "翌営業日の9/14終値は1,610.0円。9/11終値比+34.0円（+2.16％）。", "reaction_at": "2026-09-14T15:30:00+09:00", "sources": [ { "url": "https://contents.xj-storage.jp/xcontents/AS97261/0dfa6952/e055/4146/b316/691623aff73b/140120260910534489.pdf", "title": "2027年1月期 第2四半期決算説明資料", "published_on": "2026-09-11", "observed_at": "2026-09-11T14:30:05+09:00", "supports": "2027年1月期第2四半期累計の売上高42億2,600万円、営業利益13億4,800万円、各前年同期比、通期予想に対する進捗率、およびソフトウエア事業が増収増益を牽引した事実を確認。" } ], "reaction_sources": [ { "url": "https://alumina-ai.jp/calendar/data.json#earnings-39210-2027-01-2Q", "title": "値動きの観測記録", "observed_at": "2026-09-14T20:26:46.277250+09:00", "published_on": "", "supports": "price_observationに保存した同一系列の比較日時・価格。差額と騰落率はその値から算出。" } ], "checked_at": "2026-09-14T20:26:46.277250+09:00", "result_checked_at": "2026-09-11T14:32:27+09:00", "reaction_method": "cached-prices-v1", "price_observation": { "series": "39210", "label": "当該銘柄", "baseline_date": "2026-09-11", "baseline": 1576.0, "at": "2026-09-14T15:30:00+09:00", "date": "2026-09-14", "close": 1610.0, "period": "翌営業日" }, "reaction_context_applied": {} }, "market_timeline": null, "done": true, "result_note": null }, { "id": "earnings-39220-2027-02-2Q", "title": "ＰＲ　ＴＩＭＥＳ（3922）第2四半期（中間期）決算", "short": "ＰＲ　ＴＩＭＥＳ決算", "date": "2026-10-14", "end_date": null, "time_jst": null, "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "scheduled", "source_url": null, "verified_at": "2026-01-29", "subject_code": "39220", "relations": [ { "code": "39220", "type": "self", "label": "ＰＲ　ＴＩＭＥＳ" } ], "tokyo_reaction": null, "note": null, "market_view": null, "market_expectation": null, "market_result": null, "market_timeline": null, "done": false, "result_note": null }, { "id": "earnings-39300-2026-07-FY", "title": "はてな（3930）通期決算", "short": "はてな決算", "date": "2026-09-11", "end_date": null, "time_jst": "12:00", "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "confirmed", "source_url": null, "verified_at": "2026-09-11", "subject_code": "39300", "relations": [ { "code": "39300", "type": "self", "label": "はてな" } ], "tokyo_reaction": "2026-09-11", "note": null, "market_view": null, "market_expectation": null, "market_result": { "event_id": "earnings-39300-2026-07-FY", "event_date": "2026-09-11", "summary": "通期は売上高36億4,700万円、営業利益1億7,300万円、経常利益1億300万円、当期純損益9億9,500万円の赤字。保存済みの市場予想がないため、予想との差は比較できない。", "meaning": "売上高は前期比3.9％減、営業利益は48.9％減、経常利益は69.5％減となり、最終損益は前期の黒字から赤字へ転落した。営業黒字を維持した一方で大幅な最終赤字となった点が警戒材料。", "market_reaction": "翌営業日の9/14終値は775.0円。9/11終値比-24.0円（-3.00％）。", "reaction_at": "2026-09-14T15:30:00+09:00", "sources": [ { "url": "https://finance-frontend-pc-dist.west.edge.storage-yahoo.jp/disclosure/20260911/20260910534559.pdf", "title": "2026年７月期 決算短信〔日本基準〕（非連結）", "published_on": "2026-09-11", "observed_at": "2026-09-13T05:30:09+09:00", "supports": "2026年7月期の実績として、売上高3,647百万円、営業利益173百万円、経常利益103百万円、当期純損失995百万円と、各前期比を確認した。" } ], "reaction_sources": [ { "url": "https://alumina-ai.jp/calendar/data.json#earnings-39300-2026-07-FY", "title": "値動きの観測記録", "observed_at": "2026-09-14T20:26:46.277250+09:00", "published_on": "", "supports": "price_observationに保存した同一系列の比較日時・価格。差額と騰落率はその値から算出。" } ], "market_analysis": "", "analysis_sources": [], "checked_at": "2026-09-14T20:26:46.277250+09:00", "analysis_stage": "initial", "result_checked_at": "2026-09-13T05:33:22+09:00", "reaction_method": "cached-prices-v1", "price_observation": { "series": "39300", "label": "当該銘柄", "baseline_date": "2026-09-11", "baseline": 799.0, "at": "2026-09-14T15:30:00+09:00", "date": "2026-09-14", "close": 775.0, "period": "翌営業日" }, "reaction_context_applied": {} }, "market_timeline": null, "done": true, "result_note": null }, { "id": "earnings-39310-2027-01-2Q", "title": "バリューゴルフ（3931）第2四半期（中間期）決算", "short": "バリューゴルフ決算", "date": "2026-09-14", "end_date": null, "time_jst": "16:00", "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "confirmed", "source_url": null, "verified_at": "2026-09-14", "subject_code": "39310", "relations": [ { "code": "39310", "type": "self", "label": "バリューゴルフ" } ], "tokyo_reaction": "2026-09-15", "note": null, "market_view": null, "market_expectation": null, "market_result": { "event_id": "earnings-39310-2027-01-2Q", "event_date": "2026-09-14", "summary": "中間期は売上高22億2,800万円、営業利益2,600万円、経常利益1,400万円、純利益900万円だった。保存済みの市場予想がないため、予想との差は比較できない。", "meaning": "前年同期比で売上高は5.2％減、営業利益は49.0％減、経常利益と純利益は約70％減となり、利益の落ち込みが売上高の減少率を大きく上回った。通期会社計画に対する営業利益の進捗率は11.8％にとどまった。", "market_reaction": "翌営業日の9/15終値は1,499.0円。9/14終値比+0.0円（+0.00％）。", "reaction_at": "2026-09-15T15:30:00+09:00", "sources": [ { "url": "https://www.release.tdnet.info/inbs/140120260914535890.pdf", "title": "2027年1月期 第2四半期（中間期）決算短信〔日本基準〕（連結）", "published_on": "2026-09-14", "observed_at": "2026-09-15T07:30:08+09:00", "supports": "中間期の売上高2,228百万円、営業利益26百万円、経常利益14百万円、親会社株主に帰属する中間純利益9百万円を確認。前年同期実績はそれぞれ2,350百万円、51百万円、47百万円、30百万円であることも照合した。" } ], "reaction_sources": [ { "url": "https://alumina-ai.jp/calendar/data.json#earnings-39310-2027-01-2Q", "title": "値動きの観測記録", "observed_at": "2026-09-15T16:50:54.432294+09:00", "published_on": "", "supports": "price_observationに保存した同一系列の比較日時・価格。差額と騰落率はその値から算出。" } ], "market_analysis": "", "analysis_sources": [], "checked_at": "2026-09-15T16:50:54.432294+09:00", "analysis_stage": "initial", "result_checked_at": "2026-09-15T07:34:05+09:00", "reaction_method": "cached-prices-v1", "price_observation": { "series": "39310", "label": "当該銘柄", "baseline_date": "2026-09-14", "baseline": 1499.0, "at": "2026-09-15T15:30:00+09:00", "date": "2026-09-15", "close": 1499.0, "period": "翌営業日" }, "reaction_context_applied": {} }, "market_timeline": null, "done": true, "result_note": null }, { "id": "earnings-39350-2027-02-2Q", "title": "エディア（3935）第2四半期（中間期）決算", "short": "エディア決算", "date": "2026-10-15", "end_date": null, "time_jst": null, "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "scheduled", "source_url": null, "verified_at": "2026-08-27", "subject_code": "39350", "relations": [ { "code": "39350", "type": "self", "label": "エディア" } ], "tokyo_reaction": null, "note": null, "market_view": null, "market_expectation": null, "market_result": null, "market_timeline": null, "done": false, "result_note": null }, { "id": "earnings-39460-2027-03-2Q", "title": "トーモク（3946）第2四半期（中間期）決算", "short": "トーモク決算", "date": "2026-10-30", "end_date": null, "time_jst": null, "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "scheduled", "source_url": null, "verified_at": "2026-08-31", "subject_code": "39460", "relations": [ { "code": "39460", "type": "self", "label": "トーモク" } ], "tokyo_reaction": null, "note": null, "market_view": null, "market_expectation": null, "market_result": null, "market_timeline": null, "done": false, "result_note": null }, { "id": "earnings-39550-2027-01-2Q", "title": "イムラ（3955）第2四半期（中間期）決算", "short": "イムラ決算", "date": "2026-09-14", "end_date": null, "time_jst": "16:00", "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "confirmed", "source_url": null, "verified_at": "2026-09-14", "subject_code": "39550", "relations": [ { "code": "39550", "type": "self", "label": "イムラ" } ], "tokyo_reaction": "2026-09-15", "note": null, "market_view": null, "market_expectation": null, "market_result": { "event_id": "earnings-39550-2027-01-2Q", "event_date": "2026-09-14", "summary": "中間期は売上高113億4,500万円、営業利益6億8,700万円、経常利益7億1,600万円、純利益4億6,600万円だった。保存済みの市場予想がないため、予想との差は比較できない。", "meaning": "前年同期比で売上高は3.2％減、営業利益と経常利益は約43％減、純利益は56.5％減となった。一方、通期会社計画に対する進捗率は営業利益98.1％、純利益101.3％に達している。", "market_reaction": "翌営業日の9/15終値は861.0円。9/14終値比+28.0円（+3.36％）。", "reaction_at": "2026-09-15T15:30:00+09:00", "sources": [ { "url": "https://www.release.tdnet.info/inbs/140120260910534084.pdf", "title": "2027年1月期 第2四半期（中間期）決算短信〔日本基準〕（連結）", "published_on": "2026-09-14", "observed_at": "2026-09-15T07:30:08+09:00", "supports": "中間期の売上高11,345百万円、営業利益687百万円、経常利益716百万円、親会社株主に帰属する中間純利益466百万円を確認。前年同期実績はそれぞれ11,726百万円、1,215百万円、1,255百万円、1,072百万円であることも照合した。" } ], "reaction_sources": [ { "url": "https://alumina-ai.jp/calendar/data.json#earnings-39550-2027-01-2Q", "title": "値動きの観測記録", "observed_at": "2026-09-15T16:50:54.432294+09:00", "published_on": "", "supports": "price_observationに保存した同一系列の比較日時・価格。差額と騰落率はその値から算出。" } ], "market_analysis": "", "analysis_sources": [], "checked_at": "2026-09-15T16:50:54.432294+09:00", "analysis_stage": "initial", "result_checked_at": "2026-09-15T07:34:05+09:00", "reaction_method": "cached-prices-v1", "price_observation": { "series": "39550", "label": "当該銘柄", "baseline_date": "2026-09-14", "baseline": 833.0, "at": "2026-09-15T15:30:00+09:00", "date": "2026-09-15", "close": 861.0, "period": "翌営業日" }, "reaction_context_applied": {} }, "market_timeline": null, "done": true, "result_note": null }, { "id": "earnings-39670-2027-02-2Q", "title": "エルテス（3967）第2四半期（中間期）決算", "short": "エルテス決算", "date": "2026-10-14", "end_date": null, "time_jst": null, "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "scheduled", "source_url": null, "verified_at": "2026-08-12", "subject_code": "39670", "relations": [ { "code": "39670", "type": "self", "label": "エルテス" } ], "tokyo_reaction": null, "note": null, "market_view": null, "market_expectation": null, "market_result": null, "market_timeline": null, "done": false, "result_note": null }, { "id": "earnings-39740-2026-10-3Q", "title": "ＳＣＡＴ（3974）第3四半期決算", "short": "ＳＣＡＴ決算", "date": "2026-09-11", "end_date": null, "time_jst": "15:35", "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "confirmed", "source_url": null, "verified_at": "2026-09-11", "subject_code": "39740", "relations": [ { "code": "39740", "type": "self", "label": "ＳＣＡＴ" } ], "tokyo_reaction": "2026-09-14", "note": null, "market_view": null, "market_expectation": null, "market_result": { "event_id": "earnings-39740-2026-10-3Q", "event_date": "2026-09-11", "summary": "第3四半期累計の売上高は19億2,600万円、営業利益は1億2,700万円だった。保存済みの市場予想がないため、予想との差は比較できない。", "meaning": "売上高は前年同期比1.2％減、営業利益は同13.4％減となった。通期業績予想も下方修正されており、主力の美容ICT事業における販売サイクルの谷間や仕入価格などの上昇が警戒材料となる。", "market_reaction": "翌営業日の9/14終値は671.0円。9/11終値比+0.0円（+0.00％）。", "reaction_at": "2026-09-14T15:30:00+09:00", "sources": [ { "url": "https://contents.xj-storage.jp/xcontents/AS80344/a67cd3b6/8d26/4dd6/9cde/1ba1d2982a0d/140120260908532700.pdf", "title": "2026年10月期 第3四半期決算短信〔日本基準〕（連結）", "published_on": "2026-09-11", "observed_at": "2026-09-13T00:30:08+09:00", "supports": "第3四半期累計の売上高1,926百万円、営業利益127百万円、前年同期比1.2％減、13.4％減を確認した。通期業績予想の修正と、美容ICT事業で更新対象顧客の一時的減少や仕入価格・クラウド利用費の上昇が利益を圧迫したとの説明も確認した。" } ], "reaction_sources": [ { "url": "https://alumina-ai.jp/calendar/data.json#earnings-39740-2026-10-3Q", "title": "値動きの観測記録", "observed_at": "2026-09-14T20:26:46.277250+09:00", "published_on": "", "supports": "price_observationに保存した同一系列の比較日時・価格。差額と騰落率はその値から算出。" } ], "market_analysis": "", "analysis_sources": [], "checked_at": "2026-09-14T20:26:46.277250+09:00", "analysis_stage": "initial", "result_checked_at": "2026-09-13T00:32:52+09:00", "reaction_method": "cached-prices-v1", "price_observation": { "series": "39740", "label": "当該銘柄", "baseline_date": "2026-09-11", "baseline": 671.0, "at": "2026-09-14T15:30:00+09:00", "date": "2026-09-14", "close": 671.0, "period": "翌営業日" }, "reaction_context_applied": {} }, "market_timeline": null, "done": true, "result_note": null }, { "id": "earnings-39870-2026-08-FY", "title": "エコモット（3987）通期決算", "short": "エコモット決算", "date": "2026-10-14", "end_date": null, "time_jst": null, "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "scheduled", "source_url": null, "verified_at": "2026-08-20", "subject_code": "39870", "relations": [ { "code": "39870", "type": "self", "label": "エコモット" } ], "tokyo_reaction": null, "note": null, "market_view": null, "market_expectation": null, "market_result": null, "market_timeline": null, "done": false, "result_note": null }, { "id": "earnings-39880-2026-07-FY", "title": "ＳＹＳホールディングス（3988）通期決算", "short": "ＳＹＳホールディングス決算", "date": "2026-09-14", "end_date": null, "time_jst": "15:00", "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "confirmed", "source_url": null, "verified_at": "2026-09-14", "subject_code": "39880", "relations": [ { "code": "39880", "type": "self", "label": "ＳＹＳホールディングス" } ], "tokyo_reaction": "2026-09-14", "note": null, "market_view": null, "market_expectation": null, "market_result": { "event_id": "earnings-39880-2026-07-FY", "event_date": "2026-09-14", "summary": "通期は売上高156億7,300万円、営業利益7億9,700万円、経常利益8億5,700万円、純利益5億4,800万円だった。保存済みの市場予想がないため、予想との差は比較できない。", "meaning": "前期比で売上高は11.5％、営業利益は13.1％、経常利益は17.0％、純利益は29.5％増加し、過去最高の売上高と各利益を計上した。新規連結子会社や社会情報インフラ関連の受注が寄与した一方、赤字案件や人件費増加などが利益の重荷となった。", "market_reaction": "翌営業日の9/15終値は559.0円。9/14終値比-1.0円（-0.18％）。", "reaction_at": "2026-09-15T15:30:00+09:00", "sources": [ { "url": "https://www.release.tdnet.info/inbs/140120260907532274.pdf", "title": "2026年7月期 決算短信〔日本基準〕（連結）", "published_on": "2026-09-14", "observed_at": "2026-09-15T07:30:08+09:00", "supports": "2026年7月期の売上高15,673百万円、営業利益797百万円、経常利益857百万円、親会社株主に帰属する当期純利益548百万円と各前期比を確認。新規連結子会社、社会情報インフラ顧客の受注、赤字案件、人件費増加などの業績要因も確認した。" } ], "reaction_sources": [ { "url": "https://alumina-ai.jp/calendar/data.json#earnings-39880-2026-07-FY", "title": "値動きの観測記録", "observed_at": "2026-09-15T16:50:54.432294+09:00", "published_on": "", "supports": "price_observationに保存した同一系列の比較日時・価格。差額と騰落率はその値から算出。" } ], "market_analysis": "", "analysis_sources": [], "checked_at": "2026-09-15T16:50:54.432294+09:00", "analysis_stage": "initial", "result_checked_at": "2026-09-15T07:34:05+09:00", "reaction_method": "cached-prices-v1", "price_observation": { "series": "39880", "label": "当該銘柄", "baseline_date": "2026-09-14", "baseline": 560.0, "at": "2026-09-15T15:30:00+09:00", "date": "2026-09-15", "close": 559.0, "period": "翌営業日" }, "reaction_context_applied": {} }, "market_timeline": null, "done": true, "result_note": null }, { "id": "earnings-39910-2026-08-FY", "title": "ウォンテッドリー（3991）通期決算", "short": "ウォンテッドリー決算", "date": "2026-10-14", "end_date": null, "time_jst": null, "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "scheduled", "source_url": null, "verified_at": "2026-08-27", "subject_code": "39910", "relations": [ { "code": "39910", "type": "self", "label": "ウォンテッドリー" } ], "tokyo_reaction": null, "note": null, "market_view": null, "market_expectation": null, "market_result": null, "market_timeline": null, "done": false, "result_note": null }, { "id": "earnings-39940-2026-11-3Q", "title": "マネーフォワード（3994）第3四半期決算", "short": "マネーフォワード決算", "date": "2026-10-15", "end_date": null, "time_jst": null, "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "scheduled", "source_url": null, "verified_at": "2026-02-27", "subject_code": "39940", "relations": [ { "code": "39940", "type": "self", "label": "マネーフォワード" } ], "tokyo_reaction": null, "note": null, "market_view": null, "market_expectation": null, "market_result": null, "market_timeline": null, "done": false, "result_note": null }, { "id": "earnings-39960-2027-02-2Q", "title": "サインポスト（3996）第2四半期（中間期）決算", "short": "サインポスト決算", "date": "2026-10-09", "end_date": null, "time_jst": null, "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "scheduled", "source_url": null, "verified_at": "2026-08-24", "subject_code": "39960", "relations": [ { "code": "39960", "type": "self", "label": "サインポスト" } ], "tokyo_reaction": null, "note": null, "market_view": null, "market_expectation": null, "market_result": null, "market_timeline": null, "done": false, "result_note": null }, { "id": "earnings-40140-2026-07-FY", "title": "カラダノート（4014）通期決算", "short": "カラダノート決算", "date": "2026-09-10", "end_date": null, "time_jst": "15:30", "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "confirmed", "source_url": null, "verified_at": "2026-09-10", "subject_code": "40140", "relations": [ { "code": "40140", "type": "self", "label": "カラダノート" } ], "tokyo_reaction": "2026-09-11", "note": null, "market_view": null, "market_expectation": null, "market_result": { "event_id": "earnings-40140-2026-07-FY", "event_date": "2026-09-10", "summary": "2026年7月期は売上高10.59億円、営業利益2.18億円、純利益2.56億円だった。今期から連結財務諸表を作成しているため、連結ベースの前期比較はない。", "meaning": "黒字確保は安心材料だが、連結初年度で前年との連続比較ができず、成長度合いは今回の数値だけでは判断しにくい。今後は同じ連結基準での推移確認が重要となる。", "market_reaction": "翌営業日の9/11終値は515.0円。9/10終値比-42.0円（-7.54％）。", "reaction_at": "2026-09-11T15:30:00+09:00", "sources": [ { "url": "https://www.release.tdnet.info/inbs/140120260910534161.pdf", "title": "2026年7月期 決算短信〔日本基準〕（連結）", "published_on": "2026-09-10", "observed_at": "2026-09-11T00:30:05+09:00", "supports": "2026年7月期の対象期間、売上高10.59億円、営業利益2.18億円、純利益2.56億円、および連結財務諸表の作成初年度で前期数値を記載していないことを確認。" } ], "reaction_sources": [ { "url": "https://alumina-ai.jp/calendar/data.json#earnings-40140-2026-07-FY", "title": "値動きの観測記録", "observed_at": "2026-09-11T21:26:22.365054+09:00", "published_on": "", "supports": "price_observationに保存した同一系列の比較日時・価格。差額と騰落率はその値から算出。" } ], "checked_at": "2026-09-11T21:26:22.365054+09:00", "result_checked_at": "2026-09-11T00:33:52+09:00", "reaction_method": 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"result_note": null }, { "id": "earnings-40570-2027-05-1Q", "title": "インターファクトリー（4057）第1四半期決算", "short": "インターファクトリー決算", "date": "2026-10-14", "end_date": null, "time_jst": null, "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "scheduled", "source_url": null, "verified_at": "2026-08-04", "subject_code": "40570", "relations": [ { "code": "40570", "type": "self", "label": "インターファクトリー" } ], "tokyo_reaction": null, "note": null, "market_view": null, "market_expectation": null, "market_result": null, "market_timeline": null, "done": false, "result_note": null }, { "id": "earnings-40620-2027-03-2Q", "title": "イビデン（4062）第2四半期（中間期）決算", "short": "イビデン決算", "date": "2026-10-29", "end_date": null, "time_jst": null, "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "scheduled", "source_url": null, "verified_at": "2026-09-01", "subject_code": "40620", "relations": [ { "code": "40620", "type": "self", "label": "イビデン" } ], "tokyo_reaction": null, "note": null, "market_view": null, "market_expectation": null, "market_result": null, "market_timeline": null, "done": false, "result_note": null }, { "id": "earnings-40630-2027-03-2Q", "title": "信越化学工業（4063）第2四半期（中間期）決算", "short": "信越化学工業決算", "date": "2026-10-27", "end_date": null, "time_jst": null, "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "scheduled", "source_url": null, "verified_at": "2026-09-09", "subject_code": "40630", "relations": [ { "code": "40630", "type": "self", "label": "信越化学工業" } ], "tokyo_reaction": null, "note": null, "market_view": null, "market_expectation": null, "market_result": null, "market_timeline": null, "done": false, "result_note": null }, { "id": "earnings-40750-2026-07-FY", "title": "ブレインズテクノロジー（4075）通期決算", "short": "ブレインズテクノロジー決算", "date": "2026-09-11", "end_date": null, "time_jst": "15:30", "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "confirmed", "source_url": null, "verified_at": "2026-09-11", 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"値動きの観測記録", "observed_at": "2026-09-14T20:26:46.277250+09:00", "published_on": "", "supports": "price_observationに保存した同一系列の比較日時・価格。差額と騰落率はその値から算出。" } ], "market_analysis": "", "analysis_sources": [], "checked_at": "2026-09-14T20:26:46.277250+09:00", "analysis_stage": "initial", "result_checked_at": "2026-09-13T06:32:40+09:00", "reaction_method": "cached-prices-v1", "price_observation": { "series": "40750", "label": "当該銘柄", "baseline_date": "2026-09-11", "baseline": 1204.0, "at": "2026-09-14T15:30:00+09:00", "date": "2026-09-14", "close": 1155.0, "period": "翌営業日" }, "reaction_context_applied": {} }, "market_timeline": null, "done": true, "result_note": null }, { "id": "earnings-40760-2027-05-1Q", "title": "シイエヌエス（4076）第1四半期決算", "short": "シイエヌエス決算", "date": "2026-10-14", "end_date": null, "time_jst": null, "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "scheduled", "source_url": null, "verified_at": "2026-08-04", "subject_code": "40760", "relations": [ { "code": 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"中間期は売上高49億6,400万円（前年同期比3.7％減）、営業利益1億6,600万円、経常利益1億5,600万円、親会社株主に帰属する中間純利益6,700万円だった。保存済みの市場予想はなく、予想との差は比較できない。", "meaning": "売上高は減少した一方、前年同期の営業損失1,800万円、経常損失2,500万円、最終損失3,500万円から各利益が黒字に転換し、採算が改善した。", "market_reaction": "翌営業日の9/15終値は1,078.0円。9/14終値比+33.0円（+3.16％）。", "reaction_at": "2026-09-15T15:30:00+09:00", "sources": [ { "url": "https://appirits.com/ir/results.html", "title": "決算短信｜IR情報｜株式会社アピリッツ", "published_on": "2026-09-14", "observed_at": "2026-09-16T10:30:06+09:00", "supports": "2027年1月期第2四半期決算短信の公表と、売上高49億6,400万円、営業利益1億6,600万円、経常利益1億5,600万円、親会社株主に帰属する中間純利益6,700万円および前年同期実績を確認した。" } ], "reaction_sources": [ { "url": "https://alumina-ai.jp/calendar/data.json#earnings-41740-2027-01-2Q", "title": "値動きの観測記録", "observed_at": "2026-09-16T10:33:08.918126+09:00", "published_on": "", "supports": "price_observationに保存した同一系列の比較日時・価格。差額と騰落率はその値から算出。" } ], "market_analysis": "", "analysis_sources": [], "checked_at": "2026-09-16T10:33:08.918126+09:00", "analysis_stage": "initial", 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"中間期は売上高33億7,645万円、営業損失8億5,090万円、経常損失8億3,898万円、中間純損失8億4,324万円だった。保存済みの市場予想がないため、予想との差は比較できない。", "meaning": "売上高は前年同期並みだった一方、営業損失は前年同期の9,558万円から大幅に拡大した。通期業績予想は引き続き非開示。", "market_reaction": "翌営業日の9/14終値は2,888.0円。9/11終値比+68.0円（+2.41％）。", "reaction_at": "2026-09-14T15:30:00+09:00", "sources": [ { "url": "https://finance-frontend-pc-dist.west.edge.storage-yahoo.jp/disclosure/20260911/20260911534980.pdf", "title": "2027年1月期 第2四半期（中間期）決算短信〔日本基準〕（非連結）", "published_on": "2026-09-11", "observed_at": "2026-09-12T12:00:09+09:00", "supports": "2026年2月1日から7月31日までの中間期について、売上高3,376,455千円、営業損失850,901千円、経常損失838,983千円、中間純損失843,245千円を確認。前年同期の営業損失95,588千円および通期業績予想を非開示とする記載も確認した。" } ], "reaction_sources": [ { "url": "https://alumina-ai.jp/calendar/data.json#earnings-41750-2027-01-2Q", "title": "値動きの観測記録", "observed_at": "2026-09-14T20:26:46.277250+09:00", "published_on": "", "supports": "price_observationに保存した同一系列の比較日時・価格。差額と騰落率はその値から算出。" } ], "market_analysis": "", "analysis_sources": [], "checked_at": 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"market_expectation": null, "market_result": { "event_id": "earnings-41940-2026-07-FY", "event_date": "2026-09-10", "summary": "2026年7月期は売上高993.00億円（前期比23.9％増）、営業利益245.63億円（同14.6％増）、純利益185.66億円（同16.4％増）だった。", "meaning": "二桁の増収増益は安心材料。ただし売上高の伸びに比べて営業利益の伸びは緩やかで、営業利益率も前期の26.7％から24.7％へ低下しており、収益性の推移には留意したい。", "market_reaction": "翌営業日の9/11終値は8,028.0円。9/10終値比-766.0円（-8.71％）。", "reaction_at": "2026-09-11T15:30:00+09:00", "sources": [ { "url": "https://www.release.tdnet.info/inbs/140120260910534019.pdf", "title": "2026年7月期 決算短信〔日本基準〕（連結）", "published_on": "2026-09-10", "observed_at": "2026-09-11T00:30:05+09:00", "supports": "2026年7月期の対象期間、売上高993.00億円、営業利益245.63億円、純利益185.66億円と各前期比、および営業利益率を確認。" } ], "reaction_sources": [ { "url": "https://alumina-ai.jp/calendar/data.json#earnings-41940-2026-07-FY", "title": "値動きの観測記録", "observed_at": "2026-09-11T21:26:22.365054+09:00", "published_on": "", "supports": "price_observationに保存した同一系列の比較日時・価格。差額と騰落率はその値から算出。" } ], "checked_at": 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null, "market_result": null, "market_timeline": null, "done": false, "result_note": null }, { "id": "earnings-42200-2027-03-2Q", "title": "リケンテクノス（4220）第2四半期（中間期）決算", "short": "リケンテクノス決算", "date": "2026-10-30", "end_date": null, "time_jst": null, "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "scheduled", "source_url": null, "verified_at": "2026-08-31", "subject_code": "42200", "relations": [ { "code": "42200", "type": "self", "label": "リケンテクノス" } ], "tokyo_reaction": null, "note": null, "market_view": null, "market_expectation": null, "market_result": null, "market_timeline": null, "done": false, "result_note": null }, { "id": "earnings-42210-2026-12-3Q", "title": "大倉工業（4221）第3四半期決算", "short": "大倉工業決算", "date": "2026-10-29", "end_date": null, "time_jst": null, "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "scheduled", "source_url": null, "verified_at": "2025-12-03", "subject_code": "42210", "relations": [ { "code": "42210", "type": 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"先端半導体や既存品の需要回復を伴う大幅増益は安心材料です。一方、買収した企業の損益は第3四半期から連結され、通期予想も未定のため、今後は買収効果と既存事業の採算を分けて確認する必要があります。", "market_reaction": "翌営業日の9/9終値は1,814.0円。9/8終値比-46.0円（-2.47％）。", "reaction_at": "2026-09-09T15:30:00+09:00", "sources": [ { "url": "https://finance-frontend-pc-dist.west.edge.storage-yahoo.jp/disclosure/20260908/20260908532943.pdf", "title": "2027年1月期 第2四半期（中間期）決算短信〔日本基準〕（連結）", "published_on": "2026-09-08", "observed_at": "2026-09-11T03:30:05+09:00", "supports": "2026年2月1日～7月31日の売上高79.83億円、営業利益5.59億円、純利益4.31億円と各前年同期比、買収企業の損益を第3四半期から連結する予定、および通期予想未定を確認。" } ], "reaction_sources": [ { "url": "https://alumina-ai.jp/calendar/data.json#earnings-42380-2027-01-2Q", "title": "値動きの観測記録", "observed_at": "2026-09-11T21:26:22.365054+09:00", "published_on": "", "supports": "price_observationに保存した同一系列の比較日時・価格。差額と騰落率はその値から算出。" } ], "checked_at": "2026-09-11T21:26:22.365054+09:00", "result_checked_at": "2026-09-11T03:32:42+09:00", "reaction_method": "cached-prices-v1", "price_observation": { "series": 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"market_result": { "event_id": "earnings-42870-2027-01-2Q", "event_date": "2026-09-11", "summary": "2027年1月期中間期は、売上高12億8,123万円、営業利益2億9,772万円、経常利益3億583万円、親会社株主に帰属する中間純利益2億965万円だった。保存済みの市場予想がないため、予想との差は算出していない。", "meaning": "売上高は前年同期比2.7％増えた一方、営業利益は4.1％減、経常利益は2.2％減、中間純利益は2.5％減となり、増収減益だった。通期業績予想と年間配当予想は据え置かれた。", "market_reaction": "翌営業日の9/14終値は467.0円。9/11終値比-16.0円（-3.31％）。", "reaction_at": "2026-09-14T15:30:00+09:00", "sources": [ { "url": "https://finance-frontend-pc-dist.west.edge.storage-yahoo.jp/disclosure/20260911/20260911534751.pdf", "title": "2027年1月期 第2四半期（中間期）決算短信〔日本基準〕（連結）", "published_on": "2026-09-11", "observed_at": "2026-09-14T13:30:10+09:00", "supports": "2026年2月1日から7月31日までの中間期について、売上高1,281,235千円、営業利益297,720千円、経常利益305,837千円、親会社株主に帰属する中間純利益209,659千円と確認した。前年同期比は順に2.7％増、4.1％減、2.2％減、2.5％減で、通期業績予想と年間配当予想はいずれも修正なし。" } ], "reaction_sources": [ { "url": "https://alumina-ai.jp/calendar/data.json#earnings-42870-2027-01-2Q", "title": "値動きの観測記録", "observed_at": 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"scheduled", "source_url": null, "verified_at": "2026-09-01", "subject_code": "43080", "relations": [ { "code": "43080", "type": "self", "label": "Ｊストリーム" } ], "tokyo_reaction": null, "note": null, "market_view": null, "market_expectation": null, "market_result": null, "market_timeline": null, "done": false, "result_note": null }, { "id": "earnings-43180-2027-03-2Q", "title": "クイック（4318）第2四半期（中間期）決算", "short": "クイック決算", "date": "2026-10-30", "end_date": null, "time_jst": null, "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "scheduled", "source_url": null, "verified_at": "2026-09-01", "subject_code": "43180", "relations": [ { "code": "43180", "type": "self", "label": "クイック" } ], "tokyo_reaction": null, "note": null, "market_view": null, "market_expectation": null, "market_result": null, "market_timeline": null, "done": false, "result_note": null }, { "id": "earnings-43340-2027-01-2Q", "title": "ユークス（4334）第2四半期（中間期）決算", "short": "ユークス決算", "date": "2026-09-10", "end_date": null, "time_jst": "15:45", "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "confirmed", "source_url": null, "verified_at": "2026-09-10", "subject_code": "43340", "relations": [ { "code": "43340", "type": "self", "label": "ユークス" } ], "tokyo_reaction": "2026-09-11", "note": null, "market_view": null, "market_expectation": null, "market_result": { "event_id": "earnings-43340-2027-01-2Q", "event_date": "2026-09-10", "summary": "2027年1月期中間期は売上高25.92億円（前年同期比43.9％増）、営業利益1.65億円（同224.6％増）だった一方、純利益は0.32億円（同5.3％増）にとどまった。", "meaning": "大幅な増収と営業増益は安心材料だが、最終利益の伸びが小さい点には注意が必要。営業段階の改善が今後も続くか、営業外・特別損益を含めた利益の質を確認したい。", "market_reaction": "翌営業日の9/11終値は381.0円。9/10終値比-11.0円（-2.81％）。", "reaction_at": "2026-09-11T15:30:00+09:00", "sources": [ { "url": "https://www.yukes.co.jp/wp-content/uploads/2026/09/140120260902530831.pdf", "title": "2027年1月期 第2四半期（中間期）決算短信〔日本基準〕（連結）", "published_on": "2026-09-10", "observed_at": "2026-09-11T00:30:05+09:00", "supports": "2027年1月期中間期の対象期間、売上高25.92億円、営業利益1.65億円、純利益0.32億円および各前年同期比を確認。" } ], "reaction_sources": [ { "url": "https://alumina-ai.jp/calendar/data.json#earnings-43340-2027-01-2Q", "title": "値動きの観測記録", "observed_at": "2026-09-11T21:26:22.365054+09:00", "published_on": "", "supports": "price_observationに保存した同一系列の比較日時・価格。差額と騰落率はその値から算出。" } ], "checked_at": "2026-09-11T21:26:22.365054+09:00", "result_checked_at": "2026-09-11T00:33:52+09:00", "reaction_method": "cached-prices-v1", "price_observation": { "series": "43340", "label": "当該銘柄", "baseline_date": "2026-09-10", "baseline": 392.0, "at": "2026-09-11T15:30:00+09:00", "date": "2026-09-11", "close": 381.0, "period": "翌営業日" }, "reaction_context_applied": {} }, "market_timeline": null, "done": true, "result_note": null }, { "id": "earnings-43430-2027-02-2Q", "title": "イオンファンタジー（4343）第2四半期（中間期）決算", "short": "イオンファンタジー決算", "date": "2026-10-13", "end_date": null, "time_jst": null, "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "scheduled", "source_url": null, "verified_at": "2026-03-02", "subject_code": "43430", "relations": [ { "code": "43430", "type": "self", "label": "イオンファンタジー" } ], "tokyo_reaction": null, "note": null, "market_view": null, "market_expectation": null, "market_result": null, "market_timeline": null, "done": false, "result_note": null }, { "id": "earnings-43450-2027-03-2Q", "title": "シーティーエス（4345）第2四半期（中間期）決算", "short": "シーティーエス決算", "date": "2026-10-29", "end_date": null, "time_jst": null, "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "scheduled", "source_url": null, "verified_at": "2026-09-01", "subject_code": "43450", "relations": [ { "code": "43450", "type": "self", "label": "シーティーエス" } ], "tokyo_reaction": null, "note": null, "market_view": null, "market_expectation": null, "market_result": null, "market_timeline": null, "done": false, "result_note": null }, { "id": "earnings-43610-2026-11-3Q", "title": "川口化学工業（4361）第3四半期決算", "short": "川口化学工業決算", "date": "2026-10-08", "end_date": null, "time_jst": null, "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "scheduled", "source_url": null, "verified_at": "2026-02-02", "subject_code": "43610", "relations": [ { "code": "43610", "type": "self", "label": "川口化学工業" } ], "tokyo_reaction": null, "note": null, "market_view": null, "market_expectation": null, "market_result": null, "market_timeline": null, "done": false, "result_note": null }, { "id": "earnings-43620-2027-03-2Q", "title": "日本精化（4362）第2四半期（中間期）決算", "short": "日本精化決算", "date": "2026-10-30", "end_date": null, "time_jst": null, "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "scheduled", "source_url": null, "verified_at": "2026-03-02", "subject_code": "43620", "relations": [ { "code": "43620", "type": "self", "label": "日本精化" } ], "tokyo_reaction": null, "note": null, "market_view": null, "market_expectation": null, "market_result": null, "market_timeline": null, "done": false, "result_note": null }, { "id": "earnings-43660-2027-03-2Q", "title": "ダイトーケミックス（4366）第2四半期（中間期）決算", "short": "ダイトーケミックス決算", "date": "2026-10-29", "end_date": null, "time_jst": null, "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "scheduled", "source_url": null, "verified_at": "2026-09-02", "subject_code": "43660", "relations": [ { "code": "43660", "type": "self", "label": "ダイトーケミックス" } ], "tokyo_reaction": null, "note": null, "market_view": null, "market_expectation": null, "market_result": null, "market_timeline": null, "done": false, "result_note": null }, { "id": "earnings-43700-2026-08-FY", "title": "モビルス（4370）通期決算", "short": "モビルス決算", "date": "2026-10-15", "end_date": null, "time_jst": null, "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "scheduled", "source_url": null, "verified_at": "2026-08-27", "subject_code": "43700", "relations": [ { "code": "43700", "type": "self", "label": "モビルス" } ], "tokyo_reaction": null, "note": null, "market_view": null, "market_expectation": null, "market_result": null, "market_timeline": null, "done": false, "result_note": null }, { "id": "earnings-43730-2027-03-2Q", "title": "シンプレクス・ホールディングス（4373）第2四半期（中間期）決算", "short": "シンプレクス・ホールディングス決算", "date": "2026-10-28", "end_date": null, "time_jst": null, "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "scheduled", "source_url": null, "verified_at": "2026-09-01", "subject_code": "43730", "relations": [ { "code": "43730", "type": "self", "label": "シンプレクス・ホールディングス" } ], "tokyo_reaction": null, "note": null, "market_view": null, "market_expectation": null, "market_result": null, "market_timeline": null, "done": false, "result_note": null }, { "id": "earnings-43780-2026-10-3Q", "title": "ＣＩＮＣ（4378）第3四半期決算", "short": "ＣＩＮＣ決算", "date": "2026-09-11", "end_date": null, "time_jst": "16:00", "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "confirmed", "source_url": null, "verified_at": "2026-09-11", "subject_code": "43780", "relations": [ { "code": "43780", "type": "self", "label": "ＣＩＮＣ" } ], "tokyo_reaction": "2026-09-14", "note": null, "market_view": null, "market_expectation": null, "market_result": { "event_id": "earnings-43780-2026-10-3Q", "event_date": "2026-09-11", "summary": "第3四半期累計は売上高12億6,400万円、営業利益3,300万円、経常利益3,600万円、親会社株主に帰属する四半期純利益2,500万円。保存済みの市場予想はなく、予想との差は算出できない。", "meaning": "売上高は前年同期比8.5％減だったが、営業損益、経常損益、最終損益はいずれも前年同期の赤字から黒字へ転換した。減収下で採算が改善した点が重要となる。", "market_reaction": "翌営業日の9/14終値は462.0円。9/11終値比-50.0円（-9.77％）。", "reaction_at": "2026-09-14T15:30:00+09:00", "sources": [ { "url": "https://www.release.tdnet.info/inbs/140120260911534937.pdf", "title": "2026年10月期 第3四半期決算短信〔日本基準〕（連結）", "published_on": "2026-09-11", "observed_at": "2026-09-13T06:30:09+09:00", "supports": "2026年10月期第3四半期累計の売上高1,264百万円、営業利益33百万円、経常利益36百万円、親会社株主に帰属する四半期純利益25百万円を確認した。売上高は前年同期比8.5％減で、各利益は前年同期の赤字から黒字へ転換した。" } ], "reaction_sources": [ { "url": "https://alumina-ai.jp/calendar/data.json#earnings-43780-2026-10-3Q", "title": "値動きの観測記録", "observed_at": "2026-09-14T20:26:46.277250+09:00", "published_on": "", "supports": "price_observationに保存した同一系列の比較日時・価格。差額と騰落率はその値から算出。" } ], "market_analysis": "", "analysis_sources": [], "checked_at": "2026-09-14T20:26:46.277250+09:00", "analysis_stage": "initial", "result_checked_at": "2026-09-13T06:32:40+09:00", "reaction_method": "cached-prices-v1", "price_observation": { "series": "43780", "label": "当該銘柄", "baseline_date": "2026-09-11", "baseline": 512.0, "at": "2026-09-14T15:30:00+09:00", "date": "2026-09-14", "close": 462.0, "period": "翌営業日" }, "reaction_context_applied": {} }, "market_timeline": null, "done": true, "result_note": null }, { "id": "earnings-43800-2027-01-2Q", "title": "Ｍマート（4380）第2四半期（中間期）決算", "short": "Ｍマート決算", "date": "2026-09-14", "end_date": null, "time_jst": "18:00", "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "confirmed", "source_url": null, "verified_at": "2026-09-14", "subject_code": "43800", "relations": [ { "code": "43800", "type": "self", "label": "Ｍマート" } ], "tokyo_reaction": "2026-09-15", "note": null, "market_view": null, "market_expectation": null, "market_result": { "event_id": "earnings-43800-2027-01-2Q", "event_date": "2026-09-14", "summary": "中間期は売上高7億5,200万円（前年同期比11.7％増）、営業利益3億7,000万円（同21.8％増）、経常利益3億7,300万円（同22.5％増）、中間純利益2億5,200万円（同28.9％増）だった。保存済みの市場予想はなく、予想との差は比較できない。", "meaning": "増収に加えて各利益が2割以上伸び、営業利益率も前年同期の45.2％から49.3％へ上昇した。売上拡大と採算改善が同時に進んだ点が重要となる。", "market_reaction": "翌営業日の9/15終値は699.0円。9/14終値比-13.0円（-1.83％）。", "reaction_at": "2026-09-15T15:30:00+09:00", "sources": [ { "url": "https://finance-frontend-pc-dist.west.edge.storage-yahoo.jp/disclosure/20260914/20260914536149.pdf", "title": "2027年1月期 第2四半期（中間期）決算短信〔日本基準〕（非連結）", "published_on": "2026-09-14", "observed_at": "2026-09-16T10:30:06+09:00", "supports": "2026年2～7月の売上高7億5,200万円、営業利益3億7,000万円、経常利益3億7,300万円、中間純利益2億5,200万円と各前年同期比、営業利益率49.3％を確認した。" } ], "reaction_sources": [ { "url": "https://alumina-ai.jp/calendar/data.json#earnings-43800-2027-01-2Q", "title": "値動きの観測記録", "observed_at": "2026-09-16T10:33:08.918126+09:00", "published_on": "", "supports": "price_observationに保存した同一系列の比較日時・価格。差額と騰落率はその値から算出。" } ], "market_analysis": "", "analysis_sources": [], "checked_at": "2026-09-16T10:33:08.918126+09:00", "analysis_stage": "initial", "result_checked_at": "2026-09-16T10:33:08+09:00", "reaction_method": "cached-prices-v1", "price_observation": { "series": "43800", "label": "当該銘柄", "baseline_date": "2026-09-14", "baseline": 712.0, "at": "2026-09-15T15:30:00+09:00", "date": "2026-09-15", "close": 699.0, "period": "翌営業日" }, "reaction_context_applied": {} }, "market_timeline": null, "done": true, "result_note": null }, { "id": "earnings-43820-2027-04-1Q", "title": "ＨＥＲＯＺ（4382）第1四半期決算", "short": "ＨＥＲＯＺ決算", "date": "2026-09-11", "end_date": null, "time_jst": "15:30", "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "confirmed", "source_url": null, "verified_at": "2026-09-11", "subject_code": "43820", "relations": [ { "code": "43820", "type": "self", "label": "ＨＥＲＯＺ" } ], "tokyo_reaction": "2026-09-14", "note": null, "market_view": null, "market_expectation": null, "market_result": { "event_id": "earnings-43820-2027-04-1Q", "event_date": "2026-09-11", "summary": "第1四半期は売上高16億4,341万円、営業利益1億8,011万円、経常利益1億3,821万円、親会社株主に帰属する四半期純利益3,267万円だった。保存済みの市場予想がないため、予想との差は比較できない。", "meaning": "売上高は前年同期比8.5％増、営業利益は52.8％増となり、最終損益も前年同期の赤字から黒字へ転換した。通期業績予想は据え置かれた。", "market_reaction": "翌営業日の9/14終値は842.0円。9/11終値比+85.0円（+11.23％）。", "reaction_at": "2026-09-14T15:30:00+09:00", "sources": [ { "url": "https://finance-frontend-pc-dist.west.edge.storage-yahoo.jp/disclosure/20260911/20260911534909.pdf", "title": "2027年4月期 第1四半期決算短信〔日本基準〕（連結）", "published_on": "2026-09-11", "observed_at": "2026-09-12T12:00:09+09:00", "supports": "2026年5月1日から7月31日までの第1四半期について、売上高1,643,412千円、営業利益180,114千円、経常利益138,211千円、親会社株主に帰属する四半期純利益32,672千円を確認。前年同期比は売上高8.5％増、営業利益52.8％増で、通期連結業績予想を変更していないことも確認した。" } ], "reaction_sources": [ { "url": "https://alumina-ai.jp/calendar/data.json#earnings-43820-2027-04-1Q", "title": "値動きの観測記録", "observed_at": "2026-09-14T20:26:46.277250+09:00", "published_on": "", "supports": "price_observationに保存した同一系列の比較日時・価格。差額と騰落率はその値から算出。" } ], "market_analysis": "", "analysis_sources": [], "checked_at": "2026-09-14T20:26:46.277250+09:00", "analysis_stage": "initial", "result_checked_at": "2026-09-12T12:03:23+09:00", "reaction_method": "cached-prices-v1", "price_observation": { "series": "43820", "label": "当該銘柄", "baseline_date": "2026-09-11", "baseline": 757.0, "at": "2026-09-14T15:30:00+09:00", "date": "2026-09-14", "close": 842.0, "period": "翌営業日" }, "reaction_context_applied": {} }, "market_timeline": null, "done": true, "result_note": null }, { "id": "earnings-43940-2026-11-3Q", "title": "エクスモーション（4394）第3四半期決算", "short": "エクスモーション決算", "date": "2026-10-02", "end_date": null, "time_jst": null, "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "scheduled", "source_url": null, "verified_at": "2026-08-20", "subject_code": "43940", "relations": [ { "code": "43940", "type": "self", "label": "エクスモーション" } ], "tokyo_reaction": null, "note": null, "market_view": null, "market_expectation": null, "market_result": null, "market_timeline": null, "done": false, "result_note": null }, { "id": "earnings-43970-2026-08-FY", "title": "チームスピリット（4397）通期決算", "short": "チームスピリット決算", "date": "2026-10-14", "end_date": null, "time_jst": null, "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "scheduled", "source_url": null, "verified_at": "2026-07-31", "subject_code": "43970", "relations": [ { "code": "43970", "type": "self", "label": "チームスピリット" } ], "tokyo_reaction": null, "note": null, "market_view": null, "market_expectation": null, "market_result": null, "market_timeline": null, "done": false, "result_note": null }, { "id": "earnings-44100-2027-03-2Q", "title": "ハリマ化成グループ（4410）第2四半期（中間期）決算", "short": "ハリマ化成グループ決算", "date": "2026-10-30", "end_date": null, "time_jst": null, "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "scheduled", "source_url": null, "verified_at": "2026-09-07", "subject_code": "44100", "relations": [ { "code": "44100", "type": "self", "label": "ハリマ化成グループ" } ], "tokyo_reaction": null, "note": null, "market_view": null, "market_expectation": null, "market_result": null, "market_timeline": null, "done": false, "result_note": null }, { "id": "earnings-44120-2026-08-FY", "title": "サイエンスアーツ（4412）通期決算", "short": "サイエンスアーツ決算", "date": "2026-10-15", "end_date": null, "time_jst": null, "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "scheduled", "source_url": null, "verified_at": "2026-09-07", "subject_code": "44120", "relations": [ { "code": "44120", "type": "self", "label": "サイエンスアーツ" } ], "tokyo_reaction": null, "note": null, "market_view": null, "market_expectation": null, "market_result": null, "market_timeline": null, "done": false, "result_note": null }, { "id": "earnings-44130-2027-02-2Q", "title": "ボードルア（4413）第2四半期（中間期）決算", "short": "ボードルア決算", "date": "2026-10-15", "end_date": null, "time_jst": null, "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "scheduled", "source_url": null, "verified_at": "2026-08-27", "subject_code": "44130", "relations": [ { "code": "44130", "type": "self", "label": "ボードルア" } ], "tokyo_reaction": null, "note": null, "market_view": null, "market_expectation": null, "market_result": null, "market_timeline": null, "done": false, "result_note": null }, { "id": "earnings-441A0-2027-04-1Q", "title": "ＮＥ（441A）第1四半期決算", "short": "ＮＥ決算", "date": "2026-09-14", "end_date": null, "time_jst": "15:30", "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "confirmed", "source_url": null, "verified_at": "2026-09-14", "subject_code": "441A0", "relations": [ { "code": "441A0", "type": "self", "label": "ＮＥ" } ], "tokyo_reaction": "2026-09-15", "note": null, "market_view": null, "market_expectation": null, "market_result": { "event_id": "earnings-441A0-2027-04-1Q", "event_date": "2026-09-14", "summary": "第1四半期は売上高9億6,600万円（前年同期比2.7％減）、営業利益3億1,000万円（同12.9％減）、経常利益3億1,100万円（同12.6％減）、四半期純利益2億1,100万円（同11.4％減）だった。保存済みの市場予想はなく、予想との差は比較できない。", "meaning": "主力のネクストエンジン事業は増収増益だった一方、コンサルティング事業などの減収が響き、全社では減収減益となった。", "market_reaction": "翌営業日の9/15終値は275.0円。9/14終値比+1.0円（+0.36％）。", "reaction_at": "2026-09-15T15:30:00+09:00", "sources": [ { "url": "https://kabuyoho-sls-disclose.ifis.co.jp/5d1/140120260914535747.pdf", "title": "2027年４月期 第１四半期決算短信〔日本基準〕（非連結）", "published_on": "2026-09-14", "observed_at": "2026-09-16T10:30:06+09:00", "supports": "2026年5～7月の売上高9億6,600万円、営業利益3億1,000万円、経常利益3億1,100万円、四半期純利益2億1,100万円と各前年同期比を確認した。ネクストエンジン事業は増収増益、コンサルティング事業は減収減益だった。" } ], "reaction_sources": [ { "url": "https://alumina-ai.jp/calendar/data.json#earnings-441A0-2027-04-1Q", "title": "値動きの観測記録", "observed_at": "2026-09-16T10:33:08.918126+09:00", "published_on": "", "supports": "price_observationに保存した同一系列の比較日時・価格。差額と騰落率はその値から算出。" } ], "market_analysis": "", "analysis_sources": [], "checked_at": "2026-09-16T10:33:08.918126+09:00", "analysis_stage": "initial", "result_checked_at": "2026-09-16T10:33:08+09:00", "reaction_method": "cached-prices-v1", "price_observation": { "series": "441A0", "label": "当該銘柄", "baseline_date": "2026-09-14", "baseline": 274.0, "at": "2026-09-15T15:30:00+09:00", "date": "2026-09-15", "close": 275.0, "period": "翌営業日" }, "reaction_context_applied": {} }, "market_timeline": null, "done": true, "result_note": null }, { "id": "earnings-44220-2026-07-FY", "title": "ＶＡＬＵＥＮＥＸ（4422）通期決算", "short": "ＶＡＬＵＥＮＥＸ決算", "date": "2026-09-10", "end_date": null, "time_jst": "15:30", "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "confirmed", "source_url": null, "verified_at": "2026-09-10", "subject_code": "44220", "relations": [ { "code": "44220", "type": "self", "label": "ＶＡＬＵＥＮＥＸ" } ], "tokyo_reaction": "2026-09-11", "note": null, "market_view": null, "market_expectation": null, "market_result": { "event_id": "earnings-44220-2026-07-FY", "event_date": "2026-09-10", "summary": "2026年7月期は売上高8.91億円（前期比29.0％増）、営業利益1.22億円、純利益1.27億円となり、前期の営業損失0.73億円、純損失0.82億円から黒字転換した。", "meaning": "増収と営業・最終黒字への転換は安心材料で、収益改善が鮮明になった。ただし事業規模はまだ小さく、単年度の変動も大きくなり得るため、黒字の継続性を見極めたい。", "market_reaction": "翌営業日の9/11終値は492.0円。9/10終値比-83.0円（-14.43％）。", "reaction_at": "2026-09-11T15:30:00+09:00", "sources": [ { "url": "https://www.release.tdnet.info/inbs/140120260910533996.pdf", "title": "2026年7月期 決算短信〔日本基準〕（連結）", "published_on": "2026-09-10", "observed_at": "2026-09-11T00:30:05+09:00", "supports": "2026年7月期の対象期間、売上高8.91億円、営業利益1.22億円、純利益1.27億円、および前期の営業損失・純損失からの黒字転換を確認。" } ], "reaction_sources": [ { "url": "https://alumina-ai.jp/calendar/data.json#earnings-44220-2026-07-FY", "title": "値動きの観測記録", "observed_at": "2026-09-11T21:26:22.365054+09:00", "published_on": "", "supports": "price_observationに保存した同一系列の比較日時・価格。差額と騰落率はその値から算出。" } ], "checked_at": "2026-09-11T21:26:22.365054+09:00", "result_checked_at": "2026-09-11T00:33:52+09:00", "reaction_method": "cached-prices-v1", "price_observation": { "series": "44220", "label": "当該銘柄", "baseline_date": "2026-09-10", "baseline": 575.0, "at": "2026-09-11T15:30:00+09:00", "date": "2026-09-11", "close": 492.0, "period": "翌営業日" }, "reaction_context_applied": {} }, "market_timeline": null, "done": true, "result_note": null }, { "id": "earnings-44290-2027-02-2Q", "title": "リックソフト（4429）第2四半期（中間期）決算", "short": "リックソフト決算", "date": "2026-10-14", "end_date": null, "time_jst": null, "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "scheduled", "source_url": null, "verified_at": "2026-08-04", "subject_code": "44290", "relations": [ { "code": "44290", "type": "self", "label": "リックソフト" } ], "tokyo_reaction": null, "note": null, "market_view": null, "market_expectation": null, "market_result": null, "market_timeline": null, "done": false, "result_note": null }, { "id": "earnings-442A0-2026-10-3Q", "title": "クラシコ（442A）第3四半期決算", "short": "クラシコ決算", "date": "2026-09-14", "end_date": null, "time_jst": "15:30", "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "confirmed", "source_url": null, "verified_at": "2026-09-14", "subject_code": "442A0", "relations": [ { "code": "442A0", "type": "self", "label": "クラシコ" } ], "tokyo_reaction": "2026-09-15", "note": null, "market_view": null, "market_expectation": null, "market_result": { "event_id": "earnings-442A0-2026-10-3Q", "event_date": "2026-09-14", "summary": "第3四半期累計は売上高21億6,600万円（前年同期比19.7％減）、営業損失4億2,300万円、経常損失4億2,900万円、四半期純損失10億7,600万円だった。保存済みの市場予想はなく、予想との差は比較できない。", "meaning": "前年同期の営業利益1億1,200万円、経常利益9,900万円、純利益1億1,700万円から赤字に転落した。減収と営業段階の赤字に加え、特別損失の計上で最終損失が拡大した。", "market_reaction": "翌営業日の9/15終値は856.0円。9/14終値比-120.0円（-12.30％）。", "reaction_at": "2026-09-15T15:30:00+09:00", "sources": [ { "url": "https://finance-frontend-pc-dist.west.edge.storage-yahoo.jp/disclosure/20260914/20260914535673.pdf", "title": "2026年10月期 第3四半期決算短信〔日本基準〕（非連結）", "published_on": "2026-09-14", "observed_at": "2026-09-16T10:30:06+09:00", "supports": "2025年11月～2026年7月の売上高21億6,600万円、営業損失4億2,300万円、経常損失4億2,900万円、四半期純損失10億7,600万円と前年同期実績、特別損失の計上を確認した。" } ], "reaction_sources": [ { "url": "https://alumina-ai.jp/calendar/data.json#earnings-442A0-2026-10-3Q", "title": "値動きの観測記録", "observed_at": "2026-09-16T10:33:08.918126+09:00", "published_on": "", "supports": "price_observationに保存した同一系列の比較日時・価格。差額と騰落率はその値から算出。" } ], "market_analysis": "", "analysis_sources": [], "checked_at": "2026-09-16T10:33:08.918126+09:00", "analysis_stage": "initial", "result_checked_at": "2026-09-16T10:33:08+09:00", "reaction_method": "cached-prices-v1", "price_observation": { "series": "442A0", "label": "当該銘柄", "baseline_date": "2026-09-14", "baseline": 976.0, "at": "2026-09-15T15:30:00+09:00", "date": "2026-09-15", "close": 856.0, "period": "翌営業日" }, "reaction_context_applied": {} }, "market_timeline": null, "done": true, "result_note": null }, { "id": "earnings-44300-2027-05-1Q", "title": "東海ソフト（4430）第1四半期決算", "short": "東海ソフト決算", "date": "2026-10-09", "end_date": null, "time_jst": null, "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "scheduled", "source_url": null, "verified_at": "2026-08-28", "subject_code": "44300", "relations": [ { "code": "44300", "type": "self", "label": "東海ソフト" } ], "tokyo_reaction": null, "note": null, "market_view": null, "market_expectation": null, "market_result": null, "market_timeline": null, "done": false, "result_note": null }, { "id": "earnings-44310-2027-04-1Q", "title": "スマレジ（4431）第1四半期決算", "short": "スマレジ決算", "date": "2026-09-14", 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"2026年5月1日から7月31日までの売上高3,608百万円、営業利益1,027百万円、経常利益1,022百万円、親会社株主に帰属する四半期純利益683百万円と各前年同期比を確認した。月額利用料等の構成比上昇、原価低減、広告宣伝費減少による利益率改善も確認した。" } ], "reaction_sources": [ { "url": "https://alumina-ai.jp/calendar/data.json#earnings-44310-2027-04-1Q", "title": "値動きの観測記録", "observed_at": "2026-09-15T16:50:54.432294+09:00", "published_on": "", "supports": "price_observationに保存した同一系列の比較日時・価格。差額と騰落率はその値から算出。" } ], "market_analysis": "", "analysis_sources": [], "checked_at": "2026-09-15T16:50:54.432294+09:00", "analysis_stage": "initial", "result_checked_at": "2026-09-15T00:32:36+09:00", "reaction_method": "cached-prices-v1", "price_observation": { "series": "44310", "label": "当該銘柄", "baseline_date": "2026-09-14", "baseline": 3345.0, "at": "2026-09-15T15:30:00+09:00", "date": "2026-09-15", "close": 3340.0, "period": "翌営業日" }, "reaction_context_applied": {} }, "market_timeline": null, "done": true, "result_note": null }, { "id": "earnings-44320-2027-02-2Q", "title": "ウイングアーク１ｓｔ（4432）第2四半期（中間期）決算", 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"market_timeline": null, "done": false, "result_note": null }, { "id": "earnings-44390-2026-08-FY", "title": "東名（4439）通期決算", "short": "東名決算", "date": "2026-10-15", "end_date": null, "time_jst": null, "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "scheduled", "source_url": null, "verified_at": "2026-08-06", "subject_code": "44390", "relations": [ { "code": "44390", "type": "self", "label": "東名" } ], "tokyo_reaction": null, "note": null, "market_view": null, "market_expectation": null, "market_result": null, "market_timeline": null, "done": false, "result_note": null }, { "id": "earnings-44400-2026-08-FY", "title": "ヴィッツ（4440）通期決算", "short": "ヴィッツ決算", "date": "2026-10-09", "end_date": null, "time_jst": null, "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "scheduled", "source_url": null, "verified_at": "2026-08-04", "subject_code": "44400", "relations": [ { "code": "44400", "type": "self", "label": "ヴィッツ" } ], "tokyo_reaction": null, "note": null, "market_view": null, "market_expectation": null, "market_result": null, "market_timeline": null, "done": false, "result_note": null }, { "id": "earnings-44410-2026-10-3Q", "title": "トビラシステムズ（4441）第3四半期決算", "short": "トビラシステムズ決算", "date": "2026-09-10", "end_date": null, "time_jst": "12:00", "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "confirmed", "source_url": null, "verified_at": "2026-09-10", "subject_code": "44410", "relations": [ { "code": "44410", "type": "self", "label": "トビラシステムズ" } ], "tokyo_reaction": "2026-09-10", "note": null, "market_view": null, "market_expectation": null, "market_result": { "event_id": "earnings-44410-2026-10-3Q", "event_date": "2026-09-10", "summary": "第3四半期累計は売上高26.36億円で前年同期比27.1％増、営業利益7.55億円で同0.6％減。通期予想は据え置き、期末配当予想を40円へ引き上げた。", "meaning": "大幅増収と増配は安心材料。一方、成長投資の影響で営業利益は増収に反して前年同期をわずかに下回っており、今後の費用負担と利益成長の両立に留意したい。", "market_reaction": "翌営業日の9/11終値は1,509.0円。9/10終値比-59.0円（-3.76％）。", "reaction_at": "2026-09-11T15:30:00+09:00", "sources": [ { "url": "https://note.com/tobila4441/n/n94d5ec05ae19", "title": "2026年10月期 第3四半期決算｜過去最高売上・20周年記念配当など4つのポイント", "published_on": "2026-09-10", "observed_at": "2026-09-11T10:30:05+09:00", "supports": "第3四半期累計の売上高26億36百万円・前年同期比27.1％増、営業利益7億55百万円・前年同期比99.4％、通期予想据え置き、期末配当予想40円。" } ], "reaction_sources": [ { "url": "https://alumina-ai.jp/calendar/data.json#earnings-44410-2026-10-3Q", "title": "値動きの観測記録", "observed_at": "2026-09-11T21:26:22.365054+09:00", "published_on": "", "supports": "price_observationに保存した同一系列の比較日時・価格。差額と騰落率はその値から算出。" } ], "checked_at": "2026-09-11T21:26:22.365054+09:00", "result_checked_at": "2026-09-11T10:32:41+09:00", "reaction_method": "cached-prices-v1", "price_observation": { "series": "44410", "label": "当該銘柄", "baseline_date": "2026-09-10", "baseline": 1568.0, "at": "2026-09-11T15:30:00+09:00", "date": "2026-09-11", "close": 1509.0, "period": "翌営業日" }, "reaction_context_applied": {} }, "market_timeline": null, "done": true, 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"timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "confirmed", "source_url": null, "verified_at": "2026-09-14", "subject_code": "45920", "relations": [ { "code": "45920", "type": "self", "label": "サンバイオ" } ], "tokyo_reaction": "2026-09-15", "note": null, "market_view": null, "market_expectation": null, "market_result": { "event_id": "earnings-45920-2027-01-2Q", "event_date": "2026-09-14", "summary": "市場予想は保存されていない。2027年1月期中間期は営業損失19億900万円、経常損失17億3,000万円、親会社株主に帰属する中間純損失17億9,100万円だった。", "meaning": "前年中間期に比べて営業損失は小幅に拡大した一方、経常損失と最終損失は縮小した。通期業績予想は据え置かれた。", "market_reaction": "翌営業日の9/15終値は906.0円。9/14終値比-42.0円（-4.43％）。", "reaction_at": "2026-09-15T15:30:00+09:00", "sources": [ { "url": "https://finance-frontend-pc-dist.west.edge.storage-yahoo.jp/disclosure/20260914/20260914535826.pdf", "title": "2027年1月期 第2四半期（中間期）決算短信〔日本基準〕（連結）", "published_on": "2026-09-14", "observed_at": "2026-09-16T11:30:08+09:00", "supports": 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"翌営業日の9/14終値は394.0円。9/11終値比-7.0円（-1.75％）。", "reaction_at": "2026-09-14T15:30:00+09:00", "sources": [ { "url": "https://www.access-company.com/files/2026/09/t260911.pdf", "title": "2027年1月期 第2四半期（中間期）決算短信〔日本基準〕（連結）", "published_on": "2026-09-11", "observed_at": "2026-09-12T06:30:08+09:00", "supports": "2026年2月1日から7月31日までの中間期について、売上高10,578百万円、営業損失779百万円、経常損失534百万円、親会社株主に帰属する中間純損失588百万円と確認した。前年中間期は売上高9,055百万円、営業損失1,989百万円、経常損失2,252百万円、中間純損失2,718百万円で、通期予想の修正なしとも記載されている。" } ], "reaction_sources": [ { "url": "https://alumina-ai.jp/calendar/data.json#earnings-48130-2027-01-2Q", "title": "値動きの観測記録", "observed_at": "2026-09-14T20:26:46.277250+09:00", "published_on": "", "supports": "price_observationに保存した同一系列の比較日時・価格。差額と騰落率はその値から算出。" } ], "market_analysis": "", "analysis_sources": [], "checked_at": "2026-09-14T20:26:46.277250+09:00", "analysis_stage": "initial", "result_checked_at": "2026-09-12T06:32:29+09:00", "reaction_method": "cached-prices-v1", "price_observation": { "series": "48130", 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"earnings", "importance": "低", "certainty": "scheduled", "source_url": null, "verified_at": "2026-08-05", "subject_code": "48250", "relations": [ { "code": "48250", "type": "self", "label": "ウェザーニューズ" } ], "tokyo_reaction": null, "note": null, "market_view": null, "market_expectation": null, "market_result": null, "market_timeline": null, "done": false, "result_note": null }, { "id": "earnings-48260-2027-06-1Q", "title": "ＣＩＪ（4826）第1四半期決算", "short": "ＣＩＪ決算", "date": "2026-10-29", "end_date": null, "time_jst": null, "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "scheduled", "source_url": null, "verified_at": "2026-08-24", "subject_code": "48260", "relations": [ { "code": "48260", "type": "self", "label": "ＣＩＪ" } ], "tokyo_reaction": null, "note": null, "market_view": null, "market_expectation": null, "market_result": null, "market_timeline": null, "done": false, "result_note": null }, { "id": "earnings-48800-2026-10-3Q", "title": "セルソース（4880）第3四半期決算", "short": "セルソース決算", "date": "2026-09-08", "end_date": null, "time_jst": "15:30", "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "confirmed", "source_url": null, "verified_at": "2026-09-08", "subject_code": "48800", "relations": [ { "code": "48800", "type": "self", "label": "セルソース" } ], "tokyo_reaction": "2026-09-09", "note": null, "market_view": null, "market_expectation": null, "market_result": { "event_id": "earnings-48800-2026-10-3Q", "event_date": "2026-09-08", "summary": "第3四半期累計は売上高25.57億円、営業利益1.79億円、純利益1.74億円。単体決算への移行で前年同期比較はなく、通期純損益予想は1.24億円の赤字となった。", "meaning": "累計黒字は安心材料だが、通期赤字予想は警戒材料。連結から単体へ決算範囲が変わったため過年度との単純比較は避け、予想修正後の着地を確認したい。", "market_reaction": "翌営業日の9/9終値は329.0円。9/8終値比-5.0円（-1.50％）。", "reaction_at": "2026-09-09T15:30:00+09:00", "sources": [ { "url": "https://finance-frontend-pc-dist.west.edge.storage-yahoo.jp/disclosure/20260908/20260907532703.pdf", "title": "セルソース 2026年10月期 第3四半期決算短信", "published_on": "2026-09-08", "observed_at": 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"earnings", "importance": "低", "certainty": "scheduled", "source_url": null, "verified_at": "2026-04-28", "subject_code": "48850", "relations": [ { "code": "48850", "type": "self", "label": "室町ケミカル" } ], "tokyo_reaction": null, "note": null, "market_view": null, "market_expectation": null, "market_result": null, "market_timeline": null, "done": false, "result_note": null }, { "id": "earnings-49200-2027-02-2Q", "title": "日本色材工業研究所（4920）第2四半期（中間期）決算", "short": "日本色材工業研究所決算", "date": "2026-10-13", "end_date": null, "time_jst": null, "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "scheduled", "source_url": null, "verified_at": "2026-08-24", "subject_code": "49200", "relations": [ { "code": "49200", "type": "self", "label": "日本色材工業研究所" } ], "tokyo_reaction": null, "note": null, "market_view": null, "market_expectation": null, "market_result": null, "market_timeline": null, "done": false, "result_note": null }, { "id": "earnings-49290-2027-03-2Q", "title": "アジュバンホールディングス（4929）第2四半期（中間期）決算", "short": "アジュバンホールディングス決算", "date": "2026-10-21", "end_date": null, "time_jst": null, "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "scheduled", "source_url": null, "verified_at": "2026-08-31", "subject_code": "49290", "relations": [ { "code": "49290", "type": "self", "label": "アジュバンホールディングス" } ], "tokyo_reaction": null, "note": null, "market_view": null, "market_expectation": null, "market_result": null, "market_timeline": null, "done": false, "result_note": null }, { "id": "earnings-49340-2026-07-FY", "title": "プレミアアンチエイジング（4934）通期決算", "short": "プレミアアンチエイジング決算", "date": "2026-09-14", "end_date": null, "time_jst": "15:30", "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "confirmed", "source_url": null, "verified_at": "2026-09-14", "subject_code": "49340", "relations": [ { "code": "49340", "type": "self", "label": "プレミアアンチエイジング" } ], "tokyo_reaction": "2026-09-15", "note": null, "market_view": null, "market_expectation": null, "market_result": { "event_id": "earnings-49340-2026-07-FY", "event_date": "2026-09-14", "summary": "2026年7月期実績は売上高138.83億円、営業利益4.94億円、経常利益6.02億円、親会社株主に帰属する当期純利益3.64億円だった。保存済みの市場予想がないため、予想との差は算出できない。", "meaning": "売上高と営業利益、純利益は前期を下回った一方、経常利益は為替差益により前期比0.5％増となった。アンチエイジング事業の減収と、現地法人の清算に伴う特別損失が重荷となった。", "market_reaction": "翌営業日の9/15終値は601.0円。9/14終値比-9.0円（-1.48％）。", "reaction_at": "2026-09-15T15:30:00+09:00", "sources": [ { "url": "https://data.swcms.net/file/p-antiaging/dam/jcr%3A9d1dfe74-64de-408f-9a1f-bbd5adf26763/140120260914535710.pdf", "title": "2026年7月期 決算短信〔日本基準〕（連結）", "published_on": "2026-09-14", "observed_at": "2026-09-15T15:00:09+09:00", "supports": "2026年7月期の売上高13,883百万円、営業利益494百万円、経常利益602百万円、親会社株主に帰属する当期純利益364百万円を確認。前期比、為替差益、アンチエイジング事業の減収、現地法人の清算に伴う事業構造改革費用の計上も確認した。" } ], "reaction_sources": [ { "url": "https://alumina-ai.jp/calendar/data.json#earnings-49340-2026-07-FY", "title": "値動きの観測記録", "observed_at": "2026-09-15T16:50:54.432294+09:00", "published_on": "", "supports": "price_observationに保存した同一系列の比較日時・価格。差額と騰落率はその値から算出。" } ], "market_analysis": "", "analysis_sources": [], "checked_at": "2026-09-15T16:50:54.432294+09:00", "analysis_stage": "initial", "result_checked_at": "2026-09-15T15:02:20+09:00", "reaction_method": "cached-prices-v1", "price_observation": { "series": "49340", "label": "当該銘柄", "baseline_date": "2026-09-14", "baseline": 610.0, "at": "2026-09-15T15:30:00+09:00", "date": "2026-09-15", "close": 601.0, "period": "翌営業日" }, "reaction_context_applied": {} }, "market_timeline": null, "done": true, "result_note": null }, { "id": "earnings-49360-2026-07-FY", "title": "アクシージア（4936）通期決算", "short": "アクシージア決算", "date": "2026-09-14", "end_date": null, "time_jst": "15:30", "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "confirmed", "source_url": null, "verified_at": "2026-09-14", "subject_code": "49360", "relations": [ { "code": "49360", "type": "self", "label": "アクシージア" } ], "tokyo_reaction": "2026-09-15", "note": null, "market_view": null, "market_expectation": null, "market_result": null, "market_timeline": null, "done": true, "result_note": null }, { "id": "earnings-49560-2027-03-2Q", "title": "コニシ（4956）第2四半期（中間期）決算", "short": "コニシ決算", "date": "2026-10-28", "end_date": null, "time_jst": null, "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "scheduled", "source_url": null, "verified_at": "2026-09-02", "subject_code": "49560", "relations": [ { "code": "49560", "type": "self", "label": "コニシ" } ], "tokyo_reaction": null, "note": null, "market_view": null, "market_expectation": null, "market_result": null, "market_timeline": null, "done": false, "result_note": null }, { "id": "earnings-49730-2027-03-2Q", "title": "日本高純度化学（4973）第2四半期（中間期）決算", "short": "日本高純度化学決算", "date": "2026-10-27", "end_date": null, "time_jst": null, "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "scheduled", "source_url": null, "verified_at": "2026-09-17", "subject_code": "49730", "relations": [ { "code": "49730", "type": "self", "label": "日本高純度化学" } ], "tokyo_reaction": null, "note": null, "market_view": null, "market_expectation": null, "market_result": null, "market_timeline": null, "done": false, "result_note": null }, { "id": "earnings-49920-2026-11-3Q", "title": "北興化学工業（4992）第3四半期決算", "short": "北興化学工業決算", "date": "2026-10-09", "end_date": null, "time_jst": null, "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "scheduled", "source_url": null, "verified_at": "2026-08-04", "subject_code": "49920", "relations": [ { "code": "49920", "type": "self", "label": "北興化学工業" } ], "tokyo_reaction": null, "note": null, "market_view": null, "market_expectation": null, "market_result": null, "market_timeline": null, "done": false, "result_note": null }, { "id": "earnings-49960-2026-10-3Q", "title": "クミアイ化学工業（4996）第3四半期決算", "short": "クミアイ化学工業決算", "date": "2026-09-11", "end_date": null, "time_jst": "15:00", "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "confirmed", "source_url": null, "verified_at": "2026-09-11", "subject_code": "49960", "relations": [ { "code": "49960", "type": "self", "label": "クミアイ化学工業" } ], "tokyo_reaction": "2026-09-11", "note": null, "market_view": null, "market_expectation": null, "market_result": { "event_id": "earnings-49960-2026-10-3Q", "event_date": "2026-09-11", "summary": "第3四半期累計は売上高1,414.1億円（前年同期比5.1％増）、営業利益76.3億円（同26.7％減）、親会社株主帰属純利益57.3億円（同36.7％減）。保存済みの市場予想はありません。", "meaning": "増収は安心材料ですが、農薬の棚卸資産評価損などで営業減益となった点は警戒材料です。一方、為替差益などで経常利益は増えており、利益段階で方向が異なることや、通期予想が修正された点に留意が必要です。", "market_reaction": "翌営業日の9/14終値は659.0円。9/11終値比-4.0円（-0.60％）。", "reaction_at": "2026-09-14T15:30:00+09:00", "sources": [ { "url": "https://data.swcms.net/file/kumiai-chemical-ir/dam/jcr:51303c07-5056-47bb-a471-3bb135b5fbf2/140120260910534370.pdf", "title": "2026年10月期 第3四半期決算短信〔日本基準〕（連結）", "published_on": "2026-09-11", "observed_at": "2026-09-11T15:30:05+09:00", "supports": "2025年11月1日～2026年7月31日の売上高141,406百万円、営業利益7,628百万円、親会社株主に帰属する四半期純利益5,725百万円と各前年同期比、棚卸資産評価損、為替差益および通期業績予想の修正を確認。" } ], "reaction_sources": [ { "url": "https://alumina-ai.jp/calendar/data.json#earnings-49960-2026-10-3Q", "title": "値動きの観測記録", "observed_at": "2026-09-14T20:26:46.277250+09:00", "published_on": "", "supports": "price_observationに保存した同一系列の比較日時・価格。差額と騰落率はその値から算出。" } ], "checked_at": "2026-09-14T20:26:46.277250+09:00", "result_checked_at": "2026-09-11T15:32:25+09:00", "reaction_method": "cached-prices-v1", "price_observation": { "series": "49960", "label": "当該銘柄", "baseline_date": "2026-09-11", "baseline": 663.0, "at": "2026-09-14T15:30:00+09:00", "date": "2026-09-14", "close": 659.0, "period": "翌営業日" }, "reaction_context_applied": {} }, "market_timeline": null, "done": true, "result_note": null }, { "id": "earnings-500A0-2027-04-1Q", "title": "ＴＯブックス（500A）第1四半期決算", "short": "ＴＯブックス決算", "date": "2026-09-14", "end_date": null, "time_jst": "16:00", "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "confirmed", "source_url": null, "verified_at": "2026-09-14", "subject_code": "500A0", "relations": [ { "code": "500A0", "type": "self", "label": "ＴＯブックス" } ], "tokyo_reaction": "2026-09-15", "note": null, "market_view": null, "market_expectation": null, "market_result": { "event_id": "earnings-500A0-2027-04-1Q", "event_date": "2026-09-14", "summary": "第1四半期は売上高33億2,013万円、営業利益4億4,618万円、経常利益4億5,043万円、純利益2億9,295万円だった。保存済みの市場予想がないため、予想との差は算定できない。", "meaning": "第1四半期から営業利益4億4,618万円、純利益2億9,295万円を確保した。前年同期の四半期財務諸表が作成されていないため、前年同期との増減は判断できない。", "market_reaction": "翌営業日の9/15終値は3,545.0円。9/14終値比+0.0円（+0.00％）。", "reaction_at": "2026-09-15T15:30:00+09:00", "sources": [ { "url": "https://assets.minkabu.jp/news/article_media_content/urn%3Anewsml%3Atdnet.info%3A20260914535886/140120260914535886.pdf", "title": "2027年4月期 第1四半期決算短信〔日本基準〕（非連結）", "published_on": "2026-09-14", "observed_at": "2026-09-16T05:30:06+09:00", "supports": "2026年5月1日から7月31日までの第1四半期について、売上高3,320,133千円、営業利益446,189千円、経常利益450,437千円、四半期純利益292,957千円と確認。前年同期の四半期財務諸表を作成しておらず、前年同期比較を記載していないことも確認した。" } ], "reaction_sources": [ { "url": "https://alumina-ai.jp/calendar/data.json#earnings-500A0-2027-04-1Q", "title": "値動きの観測記録", "observed_at": "2026-09-16T05:32:21.496862+09:00", "published_on": "", "supports": "price_observationに保存した同一系列の比較日時・価格。差額と騰落率はその値から算出。" } ], "market_analysis": "", "analysis_sources": [], "checked_at": "2026-09-16T05:32:21.496862+09:00", "analysis_stage": "initial", "result_checked_at": "2026-09-16T05:32:21+09:00", "reaction_method": "cached-prices-v1", "price_observation": { "series": "500A0", "label": "当該銘柄", "baseline_date": "2026-09-14", "baseline": 3545.0, "at": "2026-09-15T15:30:00+09:00", "date": "2026-09-15", "close": 3545.0, "period": "翌営業日" }, "reaction_context_applied": {} }, "market_timeline": null, "done": true, "result_note": null }, { "id": "earnings-50180-2027-02-2Q", "title": "ＭＯＲＥＳＣＯ（5018）第2四半期（中間期）決算", "short": "ＭＯＲＥＳＣＯ決算", "date": "2026-10-15", "end_date": null, "time_jst": null, "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "scheduled", "source_url": null, "verified_at": "2026-08-04", "subject_code": "50180", "relations": [ { "code": "50180", "type": "self", "label": "ＭＯＲＥＳＣＯ" } ], "tokyo_reaction": null, "note": null, "market_view": null, "market_expectation": null, "market_result": null, "market_timeline": null, "done": false, "result_note": null }, { "id": "earnings-50250-2027-02-2Q", "title": "マーキュリー（5025）第2四半期（中間期）決算", "short": "マーキュリー決算", "date": "2026-10-15", "end_date": null, "time_jst": null, "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "scheduled", "source_url": null, "verified_at": "2026-08-04", "subject_code": "50250", "relations": [ { "code": "50250", "type": "self", "label": "マーキュリー" } ], "tokyo_reaction": null, "note": null, "market_view": null, "market_expectation": null, "market_result": null, "market_timeline": null, "done": false, "result_note": null }, { "id": "earnings-50260-2026-08-FY", "title": "トリプルアイズ（5026）通期決算", "short": "トリプルアイズ決算", "date": "2026-10-15", "end_date": null, "time_jst": null, "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "scheduled", "source_url": null, "verified_at": "2026-08-27", "subject_code": "50260", "relations": [ { "code": "50260", "type": "self", "label": "トリプルアイズ" } ], "tokyo_reaction": null, "note": null, "market_view": null, "market_expectation": null, "market_result": null, "market_timeline": null, "done": false, "result_note": null }, { "id": "earnings-50310-2027-01-2Q", "title": "モイ（5031）第2四半期（中間期）決算", "short": "モイ決算", "date": "2026-09-10", "end_date": null, "time_jst": "15:30", "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "confirmed", "source_url": null, "verified_at": "2026-09-10", "subject_code": "50310", "relations": [ { "code": "50310", "type": "self", "label": "モイ" } ], "tokyo_reaction": "2026-09-11", "note": null, "market_view": null, "market_expectation": null, "market_result": { "event_id": "earnings-50310-2027-01-2Q", "event_date": "2026-09-10", "summary": "中間期は売上高31億8,104万円（前年同期比3.8％減）、営業利益1億2,211万円（同16.5％減）、経常利益1億8,134万円（同0.1％増）、中間純利益1億2,159万円（同76.6％増）だった。保存済みの市場予想はなく、予想との差は比較できない。", "meaning": "ポイント販売売上の減少などで売上高と営業利益は落ち込んだが、決済手数料の圧縮や音楽著作権使用料収益が下支えし、経常利益は微増だった。中間純利益の大幅増には、前年同期に計上した特別損失の反動も含まれる。", "market_reaction": "翌営業日の9/11終値は435.0円。9/10終値比+80.0円（+22.54％）。", "reaction_at": "2026-09-11T15:30:00+09:00", "sources": [ { "url": "https://www.release.tdnet.info/inbs/140120260910534117.pdf", "title": "モイ株式会社 2027年1月期第2四半期（中間期）決算説明資料", "published_on": "2026-09-10", "observed_at": "2026-09-12T07:30:08+09:00", "supports": "損益計算書サマリで、売上高3,181,044千円、営業利益122,113千円、経常利益181,349千円、中間純利益121,596千円と前年同期比を確認した。ポイント販売売上の減少、決済手数料の圧縮、音楽著作権使用料収益、前年同期の特別損失75百万円についても確認した。" } ], "reaction_sources": [ { "url": "https://alumina-ai.jp/calendar/data.json#earnings-50310-2027-01-2Q", "title": "値動きの観測記録", "observed_at": "2026-09-12T07:33:13.366187+09:00", "published_on": "", "supports": "price_observationに保存した同一系列の比較日時・価格。差額と騰落率はその値から算出。" } ], "market_analysis": "", "analysis_sources": [], "checked_at": "2026-09-12T07:33:13.366187+09:00", "analysis_stage": "initial", "result_checked_at": "2026-09-12T07:33:13+09:00", "reaction_method": "cached-prices-v1", "price_observation": { "series": "50310", "label": "当該銘柄", "baseline_date": "2026-09-10", "baseline": 355.0, "at": "2026-09-11T15:30:00+09:00", "date": "2026-09-11", "close": 435.0, "period": "翌営業日" }, "reaction_context_applied": {} }, "market_timeline": null, "done": true, "result_note": null }, { "id": "earnings-505A0-2027-05-1Q", "title": "ギークリー（505A）第1四半期決算", "short": "ギークリー決算", "date": "2026-10-14", "end_date": null, "time_jst": null, "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "scheduled", "source_url": null, "verified_at": "2026-08-18", "subject_code": "505A0", "relations": [ { "code": "505A0", "type": "self", "label": "ギークリー" } ], "tokyo_reaction": null, "note": null, "market_view": null, "market_expectation": null, "market_result": null, "market_timeline": null, "done": false, "result_note": null }, { "id": "earnings-50780-2027-02-2Q", "title": "セレコーポレーション（5078）第2四半期（中間期）決算", "short": "セレコーポレーション決算", "date": "2026-10-15", "end_date": null, "time_jst": null, "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "scheduled", "source_url": null, "verified_at": "2026-08-05", "subject_code": "50780", "relations": [ { "code": "50780", "type": "self", "label": "セレコーポレーション" } ], "tokyo_reaction": null, "note": null, "market_view": null, "market_expectation": null, "market_result": null, "market_timeline": null, "done": false, "result_note": null }, { "id": "earnings-50790-2027-04-1Q", "title": "ノバック（5079）第1四半期決算", "short": "ノバック決算", "date": "2026-09-11", "end_date": null, "time_jst": "16:00", "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "confirmed", "source_url": null, "verified_at": "2026-09-11", "subject_code": "50790", "relations": [ { "code": "50790", "type": "self", "label": "ノバック" } ], "tokyo_reaction": "2026-09-14", "note": null, "market_view": null, "market_expectation": null, "market_result": { "event_id": "earnings-50790-2027-04-1Q", "event_date": "2026-09-11", "summary": "第1四半期は売上高80億9200万円、営業利益8800万円、経常利益7000万円、純利益4100万円だった。保存済みの市場予想がないため、予想との差は比較できない。", "meaning": "売上高は前年同期比7.8％減、営業利益は59.7％減、経常利益は67.4％減、純利益は70.8％減だった。減収に加えて各利益の落ち込みが大きく、収益性の悪化が警戒材料となる。", "market_reaction": "翌営業日の9/14終値は2,603.0円。9/11終値比-15.0円（-0.57％）。", "reaction_at": "2026-09-14T15:30:00+09:00", "sources": [ { "url": "https://www.release.tdnet.info/inbs/140120260911534701.pdf", "title": "2027年4月期 第1四半期決算短信〔日本基準〕（連結）", "published_on": "2026-09-11", "observed_at": "2026-09-13T13:00:09+09:00", "supports": "2026年5月1日から7月31日までの第1四半期について、売上高80億9200万円、営業利益8800万円、経常利益7000万円、親会社株主に帰属する四半期純利益4100万円を確認。前年同期比は順に7.8％減、59.7％減、67.4％減、70.8％減だった。" } ], "reaction_sources": [ { "url": "https://alumina-ai.jp/calendar/data.json#earnings-50790-2027-04-1Q", "title": "値動きの観測記録", "observed_at": "2026-09-14T20:26:46.277250+09:00", "published_on": "", "supports": "price_observationに保存した同一系列の比較日時・価格。差額と騰落率はその値から算出。" } ], "market_analysis": "", "analysis_sources": [], "checked_at": "2026-09-14T20:26:46.277250+09:00", "analysis_stage": "initial", "result_checked_at": "2026-09-13T13:02:27+09:00", "reaction_method": "cached-prices-v1", "price_observation": { "series": "50790", "label": "当該銘柄", "baseline_date": "2026-09-11", "baseline": 2618.0, "at": "2026-09-14T15:30:00+09:00", "date": "2026-09-14", "close": 2603.0, "period": "翌営業日" }, "reaction_context_applied": {} }, "market_timeline": null, "done": true, "result_note": null }, { "id": "earnings-51290-2026-08-FY", "title": "ＦＩＸＥＲ（5129）通期決算", "short": "ＦＩＸＥＲ決算", "date": "2026-10-14", "end_date": null, "time_jst": null, "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "scheduled", "source_url": null, "verified_at": "2026-09-15", "subject_code": "51290", "relations": [ { "code": "51290", "type": "self", "label": "ＦＩＸＥＲ" } ], "tokyo_reaction": null, "note": null, "market_view": null, "market_expectation": null, "market_result": null, "market_timeline": null, "done": false, "result_note": null }, { "id": "earnings-51300-2026-08-FY", "title": "ヒロホールディングス（5130）通期決算", "short": "ヒロホールディングス決算", "date": "2026-10-15", "end_date": null, "time_jst": null, "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "scheduled", "source_url": null, "verified_at": "2026-08-21", "subject_code": "51300", "relations": [ { "code": "51300", "type": "self", "label": "ヒロホールディングス" } ], "tokyo_reaction": null, "note": null, "market_view": null, "market_expectation": null, "market_result": null, "market_timeline": null, "done": false, "result_note": null }, { "id": "earnings-51310-2026-07-FY", "title": "リンカーズ（5131）通期決算", "short": "リンカーズ決算", "date": "2026-09-11", "end_date": null, "time_jst": "16:00", "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "confirmed", "source_url": null, "verified_at": "2026-09-11", "subject_code": "51310", "relations": [ { "code": "51310", "type": "self", "label": "リンカーズ" } ], "tokyo_reaction": "2026-09-14", "note": null, "market_view": null, "market_expectation": null, "market_result": { "event_id": "earnings-51310-2026-07-FY", "event_date": "2026-09-11", "summary": "2026年7月期は売上高13.53億円と前期比0.5％減、営業損失6.67億円、純損失6.72億円で赤字が拡大した。2027年7月期は純損失3.90億円への縮小を会社計画としている。", "meaning": "売上が伸びないなかで赤字が拡大しており、費用削減だけでなく売上成長を伴う収益改善を確認する必要がある。", "market_reaction": "翌営業日の9/14終値は163.0円。9/11終値比+50.0円（+44.25％）。", "reaction_at": "2026-09-14T15:30:00+09:00", "sources": [ { "url": "https://tdnet-pdf.kabutan.jp/20260911/140120260911534864.pdf", "title": "リンカーズ 2026年7月期決算短信", "published_on": 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null, "time_jst": "15:30", "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "confirmed", "source_url": null, "verified_at": "2026-09-11", "subject_code": "51340", "relations": [ { "code": "51340", "type": "self", "label": "ＰＯＰＥＲ" } ], "tokyo_reaction": "2026-09-14", "note": null, "market_view": null, "market_expectation": null, "market_result": { "event_id": "earnings-51340-2026-10-3Q", "event_date": "2026-09-11", "summary": "第3四半期累計は売上高10.53億円で前年同期比2.0％増、営業利益0.68億円で58.1％減。通期の売上高14.25億円、営業利益0.85億円という会社計画は据え置かれた。", "meaning": "契約企業数や継続収入は増えた一方、人材・システムへの先行投資で利益が大きく減った。残る四半期で投資負担を吸収できるかが焦点になる。", "market_reaction": "翌営業日の9/14終値は462.0円。9/11終値比-19.0円（-3.95％）。", "reaction_at": "2026-09-14T15:30:00+09:00", "sources": [ { "url": "https://finance-frontend-pc-dist.west.edge.storage-yahoo.jp/disclosure/20260911/20260909533817.pdf", "title": "POPER 2026年10月期第3四半期決算短信", "published_on": "2026-09-11", "observed_at": "2026-09-12T07:00:08+09:00", "supports": 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null, "done": false, "result_note": null }, { "id": "earnings-66190-2027-01-2Q", "title": "ダブル・スコープ（6619）第2四半期（中間期）決算", "short": "ダブル・スコープ決算", "date": "2026-09-10", "end_date": null, "time_jst": "15:30", "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "confirmed", "source_url": null, "verified_at": "2026-09-10", "subject_code": "66190", "relations": [ { "code": "66190", "type": "self", "label": "ダブル・スコープ" } ], "tokyo_reaction": "2026-09-11", "note": null, "market_view": null, "market_expectation": null, "market_result": { "event_id": "earnings-66190-2027-01-2Q", "event_date": "2026-09-10", "summary": "2027年1月期中間期の売上高は19億2,800万円、営業損失は13億8,800万円、経常損失は30億9,100万円、純損失は31億400万円。保存済みの市場予想がないため、予想との差は算出できない。", "meaning": "売上高は前年同期比32.9％増え、営業損失は前年同期の28億6,800万円から縮小したが、赤字はなお大きい。販売増、コスト削減、在庫評価損の減少が営業損益の改善に寄与した一方、欧州のEV需要とセパレータ販売は低調だった。", "market_reaction": "翌営業日の9/11終値は149.0円。9/10終値比-14.0円（-8.59％）。", "reaction_at": "2026-09-11T15:30:00+09:00", "sources": [ { "url": "https://cdn.financialreports.eu/financialreports/media/filings/13654/2026/RNS/13654_rns_2026-09-10_ecdddc0b-b8bf-43d4-a22b-db206057c375.pdf", "title": "2027年1月期 第2四半期（中間期）決算短信〔日本基準〕（連結）", "published_on": "2026-09-10", "observed_at": "2026-09-12T22:30:09+09:00", "supports": "2026年2月1日から7月31日までの売上高1,928百万円、営業損失1,388百万円、経常損失3,091百万円、親会社株主に帰属する中間純損失3,104百万円を確認した。前年同期実績は売上高1,450百万円、営業損失2,868百万円だったことも照合した。" } ], "reaction_sources": [ { "url": "https://alumina-ai.jp/calendar/data.json#earnings-66190-2027-01-2Q", "title": "値動きの観測記録", "observed_at": "2026-09-12T22:32:43.095992+09:00", "published_on": "", "supports": "price_observationに保存した同一系列の比較日時・価格。差額と騰落率はその値から算出。" } ], "market_analysis": "", "analysis_sources": [], "checked_at": "2026-09-12T22:32:43.095992+09:00", "analysis_stage": "initial", "result_checked_at": "2026-09-12T22:32:42+09:00", "reaction_method": "cached-prices-v1", "price_observation": { "series": "66190", "label": "当該銘柄", "baseline_date": "2026-09-10", "baseline": 163.0, "at": "2026-09-11T15:30:00+09:00", "date": "2026-09-11", "close": 149.0, "period": "翌営業日" }, "reaction_context_applied": {} }, "market_timeline": null, "done": true, "result_note": null }, { "id": "earnings-66320-2027-03-2Q", "title": "ＪＶＣケンウッド（6632）第2四半期（中間期）決算", "short": "ＪＶＣケンウッド決算", "date": "2026-10-30", "end_date": null, "time_jst": null, "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "scheduled", "source_url": null, "verified_at": "2026-09-01", "subject_code": "66320", "relations": [ { "code": "66320", "type": "self", "label": "ＪＶＣケンウッド" } ], "tokyo_reaction": null, "note": null, "market_view": null, "market_expectation": null, "market_result": null, "market_timeline": null, "done": false, "result_note": null }, { "id": "earnings-66340-2026-11-3Q", "title": "ＪＮグループ（6634）第3四半期決算", "short": "ＪＮグループ決算", "date": "2026-10-14", "end_date": null, "time_jst": null, "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "scheduled", "source_url": null, "verified_at": "2026-08-31", "subject_code": "66340", "relations": [ { "code": "66340", "type": "self", "label": "ＪＮグループ" } ], "tokyo_reaction": null, "note": null, "market_view": null, "market_expectation": null, "market_result": null, "market_timeline": null, "done": false, "result_note": null }, { "id": "earnings-66530-2026-12-3Q", "title": "正興電機製作所（6653）第3四半期決算", "short": "正興電機製作所決算", "date": "2026-10-30", "end_date": null, "time_jst": null, "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "scheduled", "source_url": null, "verified_at": "2026-04-23", "subject_code": "66530", "relations": [ { "code": "66530", "type": "self", "label": "正興電機製作所" } ], "tokyo_reaction": null, "note": null, "market_view": null, "market_expectation": null, "market_result": null, "market_timeline": null, "done": false, "result_note": null }, { "id": "earnings-66540-2027-01-2Q", "title": "不二電機工業（6654）第2四半期（中間期）決算", "short": "不二電機工業決算", "date": "2026-09-03", "end_date": null, "time_jst": "15:30", "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "confirmed", "source_url": null, "verified_at": "2026-09-03", "subject_code": "66540", "relations": [ { "code": "66540", "type": "self", "label": "不二電機工業" } ], "tokyo_reaction": "2026-09-04", "note": null, "market_view": null, "market_expectation": null, "market_result": null, "market_timeline": null, "done": true, "result_note": null }, { "id": "earnings-66560-2027-04-1Q", "title": "インスペック（6656）第1四半期決算", "short": "インスペック決算", "date": "2026-09-11", "end_date": null, "time_jst": "15:30", "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "confirmed", "source_url": null, "verified_at": "2026-09-11", "subject_code": "66560", "relations": [ { "code": "66560", "type": "self", "label": "インスペック" } ], "tokyo_reaction": "2026-09-14", "note": null, "market_view": null, "market_expectation": null, "market_result": { "event_id": "earnings-66560-2027-04-1Q", "event_date": "2026-09-11", "summary": "第1四半期は売上高4億9,600万円、営業損失2,100万円、経常損失3,100万円、四半期純損失100万円だった。保存済みの市場予想はなく、市場予想との差は比較できない。", "meaning": "売上高は前年同期比401.0％増となり、営業・経常・純損益はいずれも前年同期から赤字幅が縮小した。一方、受注高は23.8％減、受注残高は35.7％減であり、先行需要には警戒材料が残る。", "market_reaction": "翌営業日の9/14終値は758.0円。9/11終値比-41.0円（-5.13％）。", "reaction_at": "2026-09-14T15:30:00+09:00", "sources": [ { "url": "https://financialfilings.com/filings/inspec-inc/interim-quarterly-report/2026/59758825/", "title": "2027年4月期 第1四半期決算短信〔日本基準〕（非連結）", "published_on": "2026-09-11", "observed_at": "2026-09-12T14:30:10+09:00", "supports": "掲載された決算短信本文で、2026年5月1日から7月31日までの売上高496百万円、営業損失21百万円、経常損失31百万円、四半期純損失1百万円を確認。前年同期実績、受注高462百万円（前年同期比23.8％減）、受注残高1,239百万円（同35.7％減）も照合した。" } ], "reaction_sources": [ { "url": "https://alumina-ai.jp/calendar/data.json#earnings-66560-2027-04-1Q", "title": "値動きの観測記録", "observed_at": "2026-09-14T20:26:46.277250+09:00", "published_on": "", "supports": "price_observationに保存した同一系列の比較日時・価格。差額と騰落率はその値から算出。" } ], "market_analysis": "", "analysis_sources": [], "checked_at": "2026-09-14T20:26:46.277250+09:00", "analysis_stage": "initial", "result_checked_at": "2026-09-12T14:33:14+09:00", "reaction_method": "cached-prices-v1", "price_observation": { "series": "66560", "label": "当該銘柄", "baseline_date": "2026-09-11", "baseline": 799.0, "at": "2026-09-14T15:30:00+09:00", "date": "2026-09-14", "close": 758.0, "period": "翌営業日" }, "reaction_context_applied": {} }, "market_timeline": null, "done": true, "result_note": null }, { "id": "earnings-66630-2026-12-3Q", "title": "太洋テクノレックス（6663）第3四半期決算", "short": "太洋テクノレックス決算", "date": "2026-10-26", "end_date": null, "time_jst": null, "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "scheduled", "source_url": null, "verified_at": "2026-08-31", "subject_code": "66630", "relations": [ { "code": "66630", "type": "self", "label": "太洋テクノレックス" } ], "tokyo_reaction": null, "note": null, "market_view": null, "market_expectation": null, "market_result": null, "market_timeline": null, "done": false, "result_note": null }, { "id": "earnings-66640-2026-11-3Q", "title": "オプトエレクトロニクス（6664）第3四半期決算", "short": "オプトエレクトロニクス決算", "date": "2026-10-02", "end_date": null, "time_jst": null, "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "scheduled", "source_url": null, "verified_at": "2026-06-01", "subject_code": "66640", "relations": [ { "code": "66640", "type": "self", "label": "オプトエレクトロニクス" } ], "tokyo_reaction": null, "note": null, "market_view": null, "market_expectation": null, "market_result": null, "market_timeline": null, "done": false, "result_note": null }, { "id": "earnings-66680-2026-08-FY", "title": "アドテック　プラズマ　テクノロジー（6668）通期決算", "short": "アドテック　プラズマ　テクノロジー決算", "date": "2026-10-09", "end_date": null, "time_jst": null, "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "scheduled", "source_url": null, "verified_at": "2026-08-03", "subject_code": "66680", "relations": [ { "code": "66680", "type": "self", "label": "アドテック　プラズマ　テクノロジー" } ], "tokyo_reaction": null, "note": null, "market_view": null, "market_expectation": null, "market_result": null, "market_timeline": null, "done": false, "result_note": null }, { "id": "earnings-66960-2027-01-2Q", "title": "トラース・オン・プロダクト（6696）第2四半期（中間期）決算", "short": "トラース・オン・プロダクト決算", "date": "2026-09-10", "end_date": null, "time_jst": "12:00", "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "confirmed", "source_url": null, "verified_at": "2026-09-10", "subject_code": "66960", "relations": [ { "code": "66960", "type": "self", "label": "トラース・オン・プロダクト" } ], "tokyo_reaction": "2026-09-10", "note": null, "market_view": null, "market_expectation": null, "market_result": { "event_id": "earnings-66960-2027-01-2Q", "event_date": "2026-09-10", "summary": "中間期は売上高1.69億円、営業損失0.49億円、親会社株主帰属の中間純損失0.56億円。前期途中から連結決算へ移行したため、前年同期との単純比較はできない。", "meaning": "赤字継続は警戒材料。大型案件の反動減が響く一方、月額収益の本格化や受注製品の納品は下支え要因であり、据え置かれた通期計画に対する下期の進捗確認が重要となる。", "market_reaction": "翌営業日の9/11終値は329.0円。9/10終値比+31.0円（+10.40％）。", "reaction_at": "2026-09-11T15:30:00+09:00", "sources": [ { "url": "https://assets.minkabu.jp/news/article_media_content/urn%3Anewsml%3Atdnet.info%3A20260910534004/140120260910534004.pdf", "title": "2027年1月期 第2四半期（中間期）決算短信〔日本基準〕（連結）", "published_on": "2026-09-10", "observed_at": "2026-09-11T11:30:05+09:00", "supports": "2026年2月1日～7月31日の売上高1億6934万円、営業損失4973万円、親会社株主帰属の中間純損失5645万円、前年同期比較を記載していない理由、通期予想の据え置き。" } ], "reaction_sources": [ { "url": "https://alumina-ai.jp/calendar/data.json#earnings-66960-2027-01-2Q", "title": "値動きの観測記録", "observed_at": "2026-09-11T21:26:22.365054+09:00", "published_on": "", "supports": "price_observationに保存した同一系列の比較日時・価格。差額と騰落率はその値から算出。" } ], "checked_at": "2026-09-11T21:26:22.365054+09:00", "result_checked_at": "2026-09-11T11:32:31+09:00", "reaction_method": "cached-prices-v1", "price_observation": { "series": "66960", "label": "当該銘柄", "baseline_date": "2026-09-10", "baseline": 298.0, "at": "2026-09-11T15:30:00+09:00", "date": "2026-09-11", "close": 329.0, "period": "翌営業日" }, "reaction_context_applied": {} }, "market_timeline": null, "done": true, "result_note": null }, { "id": "earnings-67370-2027-03-2Q", "title": "ＥＩＺＯ（6737）第2四半期（中間期）決算", "short": "ＥＩＺＯ決算", "date": "2026-10-30", "end_date": null, "time_jst": null, "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "scheduled", "source_url": null, "verified_at": "2026-08-31", "subject_code": "67370", "relations": [ { "code": "67370", "type": "self", "label": "ＥＩＺＯ" } ], "tokyo_reaction": null, "note": null, "market_view": null, "market_expectation": null, "market_result": null, "market_timeline": null, "done": false, "result_note": null }, { "id": "earnings-67540-2027-03-2Q", "title": "アンリツ（6754）第2四半期（中間期）決算", "short": "アンリツ決算", "date": "2026-10-29", "end_date": null, "time_jst": null, "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "scheduled", "source_url": null, "verified_at": "2026-08-31", "subject_code": "67540", "relations": [ { "code": "67540", "type": "self", "label": "アンリツ" } ], "tokyo_reaction": null, "note": null, "market_view": null, "market_expectation": null, "market_result": null, "market_timeline": null, "done": false, "result_note": null }, { "id": "earnings-67570-2027-01-2Q", "title": "ＯＳＧコーポレーション（6757）第2四半期（中間期）決算", "short": "ＯＳＧコーポレーション決算", "date": "2026-09-11", "end_date": null, "time_jst": "15:30", "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "confirmed", "source_url": null, "verified_at": "2026-09-11", "subject_code": "67570", "relations": [ { "code": "67570", "type": "self", "label": "ＯＳＧコーポレーション" } ], "tokyo_reaction": "2026-09-14", "note": null, "market_view": null, "market_expectation": null, "market_result": { "event_id": "earnings-67570-2027-01-2Q", "event_date": "2026-09-11", "summary": "中間期は売上高40億8,500万円、営業利益1億2,300万円、経常利益1億2,800万円、親会社株主に帰属する中間純利益5,600万円だった。保存済みの市場予想はなく、市場予想との差は比較できない。", "meaning": "売上高は前年同期比2.0％減、営業利益は27.0％減、経常利益は29.1％減、純利益は54.4％減となった。FOOD事業の一時的な売上・利益の反動や新工場の固定費先行などが収益を圧迫した一方、通期計画は据え置かれた。", "market_reaction": "翌営業日の9/14終値は897.0円。9/11終値比+19.0円（+2.16％）。", "reaction_at": "2026-09-14T15:30:00+09:00", "sources": [ { "url": "https://www.osg-nandemonet.co.jp/ir/pdf/earnings/2027/2027_2_01.pdf", "title": "2027年1月期 第2四半期（中間期）決算短信〔日本基準〕（連結）", "published_on": "2026-09-11", "observed_at": "2026-09-12T14:30:10+09:00", "supports": "2026年2月1日から7月31日までの中間期について、売上高4,085百万円、営業利益123百万円、経常利益128百万円、親会社株主に帰属する中間純利益56百万円と確認。前年同期比、FOOD事業の減益要因、通期業績予想の据え置きも確認した。" } ], "reaction_sources": [ { "url": "https://alumina-ai.jp/calendar/data.json#earnings-67570-2027-01-2Q", "title": "値動きの観測記録", "observed_at": "2026-09-14T20:26:46.277250+09:00", "published_on": "", "supports": "price_observationに保存した同一系列の比較日時・価格。差額と騰落率はその値から算出。" } ], "market_analysis": "", "analysis_sources": [], "checked_at": "2026-09-14T20:26:46.277250+09:00", "analysis_stage": "initial", "result_checked_at": "2026-09-12T14:33:14+09:00", "reaction_method": "cached-prices-v1", "price_observation": { "series": "67570", "label": "当該銘柄", "baseline_date": "2026-09-11", "baseline": 878.0, "at": "2026-09-14T15:30:00+09:00", "date": "2026-09-14", "close": 897.0, "period": "翌営業日" }, "reaction_context_applied": {} }, "market_timeline": null, "done": true, "result_note": null }, { "id": "earnings-67620-2027-03-2Q", "title": "ＴＤＫ（6762）第2四半期（中間期）決算", "short": "ＴＤＫ決算", "date": "2026-10-30", "end_date": null, "time_jst": null, "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "scheduled", "source_url": null, "verified_at": "2026-09-04", "subject_code": "67620", "relations": [ { "code": "67620", "type": "self", "label": "ＴＤＫ" } ], "tokyo_reaction": null, "note": null, "market_view": null, "market_expectation": null, "market_result": null, "market_timeline": null, "done": false, "result_note": null }, { "id": "earnings-67700-2027-03-2Q", "title": "アルプスアルパイン（6770）第2四半期（中間期）決算", "short": "アルプスアルパイン決算", "date": "2026-10-30", "end_date": null, "time_jst": null, "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "scheduled", "source_url": null, "verified_at": "2026-09-01", "subject_code": "67700", "relations": [ { "code": "67700", "type": "self", "label": "アルプスアルパイン" } ], "tokyo_reaction": null, "note": null, "market_view": null, "market_expectation": null, "market_result": null, "market_timeline": null, "done": false, "result_note": null }, { "id": "earnings-67780-2026-07-FY", "title": "アルチザネットワークス（6778）通期決算", "short": "アルチザネットワークス決算", "date": "2026-09-10", "end_date": null, "time_jst": "15:30", "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "confirmed", "source_url": null, "verified_at": "2026-09-10", "subject_code": "67780", "relations": [ { "code": "67780", "type": "self", "label": "アルチザネットワークス" } ], "tokyo_reaction": "2026-09-11", "note": null, "market_view": null, "market_expectation": null, "market_result": { "event_id": "earnings-67780-2026-07-FY", "event_date": "2026-09-10", "summary": "2026年7月期の連結実績は売上高24億9,900万円、営業利益1億5,500万円、経常利益3億3,500万円、純利益2億9,600万円。保存済みの市場予想がないため、予想との差は算出できない。", "meaning": "売上高は前期比6.8％減少した一方、営業利益は34.0％増、経常利益は35.8％増、純利益は122.8％増となり、減収ながら利益は改善した。", "market_reaction": "翌営業日の9/11終値は606.0円。9/10終値比-37.0円（-5.75％）。", "reaction_at": "2026-09-11T15:30:00+09:00", "sources": [ { "url": "https://disclosure.catr.jp/companies/2a233/48976/tdnet/14545/782104", "title": "2026年7月期 決算短信〔日本基準〕（連結）", "published_on": "2026-09-10", "observed_at": "2026-09-12T22:30:09+09:00", "supports": "決算短信の開示記録で、2026年7月期の連結売上高2,499百万円、営業利益155百万円、経常利益335百万円、親会社株主に帰属する当期純利益296百万円を確認した。各前年比は売上高6.8％減、営業利益34.0％増、経常利益35.8％増、純利益122.8％増。" } ], "reaction_sources": [ { "url": "https://alumina-ai.jp/calendar/data.json#earnings-67780-2026-07-FY", "title": "値動きの観測記録", "observed_at": "2026-09-12T22:32:43.095992+09:00", "published_on": "", "supports": "price_observationに保存した同一系列の比較日時・価格。差額と騰落率はその値から算出。" } ], "market_analysis": "", "analysis_sources": [], "checked_at": "2026-09-12T22:32:43.095992+09:00", "analysis_stage": "initial", "result_checked_at": "2026-09-12T22:32:42+09:00", "reaction_method": "cached-prices-v1", "price_observation": { "series": "67780", "label": "当該銘柄", "baseline_date": "2026-09-10", "baseline": 643.0, "at": "2026-09-11T15:30:00+09:00", "date": "2026-09-11", "close": 606.0, "period": "翌営業日" }, "reaction_context_applied": {} }, "market_timeline": null, "done": true, "result_note": null }, { "id": "earnings-67970-2027-03-2Q", "title": "名古屋電機工業（6797）第2四半期（中間期）決算", "short": "名古屋電機工業決算", "date": "2026-10-30", "end_date": null, "time_jst": null, "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "scheduled", "source_url": null, "verified_at": "2026-08-31", "subject_code": "67970", "relations": [ { "code": "67970", "type": "self", "label": "名古屋電機工業" } ], "tokyo_reaction": null, "note": null, "market_view": null, "market_expectation": null, "market_result": null, "market_timeline": null, "done": false, "result_note": null }, { "id": "earnings-68140-2027-02-2Q", "title": "古野電気（6814）第2四半期（中間期）決算", "short": "古野電気決算", "date": "2026-10-09", "end_date": null, "time_jst": null, "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "scheduled", "source_url": null, "verified_at": "2026-05-27", "subject_code": "68140", "relations": [ { "code": "68140", "type": "self", "label": "古野電気" } ], "tokyo_reaction": null, "note": null, "market_view": null, "market_expectation": null, "market_result": null, "market_timeline": null, "done": false, "result_note": null }, { "id": "earnings-68220-2027-03-2Q", "title": "大井電気（6822）第2四半期（中間期）決算", "short": "大井電気決算", "date": "2026-10-29", "end_date": null, "time_jst": null, "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "scheduled", "source_url": null, "verified_at": "2026-09-02", "subject_code": "68220", "relations": [ { "code": "68220", "type": "self", "label": "大井電気" } ], "tokyo_reaction": null, "note": null, "market_view": null, "market_expectation": null, "market_result": null, "market_timeline": null, "done": false, "result_note": null }, { "id": "earnings-68230-2027-03-2Q", "title": "リオン（6823）第2四半期（中間期）決算", "short": "リオン決算", "date": "2026-10-29", "end_date": null, "time_jst": null, "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "scheduled", "source_url": null, "verified_at": "2026-06-05", "subject_code": "68230", "relations": [ { "code": "68230", "type": "self", "label": "リオン" } ], "tokyo_reaction": null, "note": null, "market_view": null, "market_expectation": null, "market_result": null, "market_timeline": null, "done": false, "result_note": null }, { "id": "earnings-68380-2026-10-3Q", "title": "多摩川ホールディングス（6838）第3四半期決算", "short": "多摩川ホールディングス決算", "date": "2026-09-14", "end_date": null, "time_jst": "16:30", "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "confirmed", "source_url": null, "verified_at": "2026-09-14", "subject_code": "68380", "relations": [ { "code": "68380", "type": "self", "label": "多摩川ホールディングス" } ], "tokyo_reaction": "2026-09-15", "note": null, "market_view": null, "market_expectation": { "context": "電子・通信機器事業の受注が売上へ結び付いたかと、再生可能エネルギー事業の採算を分けて見る必要がある。評価損益など一時要因を除いた本業の利益も焦点になる。", "consensus": "", "hope": "電子・通信機器の受注が売上と本業の利益につながり、先行投資や固定費を吸収できているかを見たい。", "upside": "", "downside": "保有資産の評価益で最終利益が増えても、本業の採算改善を伴わなければ持続性は判断しにくい。", "watch": "", "change": "比較可能な公開予想と、第2四半期までの具体的な業績数値を十分に確認できなかった。", "event_id": "earnings-68380-2026-10-3Q", "event_date": "2026-09-14", "status": "unconfirmed", "sources": [ { "url": "https://www.tmex.co.jp/article/cate07", "title": "多摩川ホールディングス 決算説明会資料", "published_on": "", "observed_at": "2026-09-13T07:00:09+09:00", "supports": "会社の決算説明資料掲載先。今回の第3四半期に先立つ具体的な数値は確認できなかった。" } ], "checked_at": "2026-09-13T07:07:37+09:00" }, "market_result": { "event_id": "earnings-68380-2026-10-3Q", "event_date": "2026-09-14", "summary": "比較可能な市場予想は保存されていない。第3四半期累計は売上収益53億200万円、営業利益9億2800万円、親会社の所有者に帰属する四半期利益19億5000万円だった。", "meaning": "電子・通信用機器事業の増収増益が営業利益を押し上げた。一方、最終利益には海外保有株式の評価益が含まれており、本業の利益と分けて見る必要がある。再生可能エネルギー事業は減収ながら増益だった。", "market_reaction": "翌営業日の9/15終値は1,375.0円。9/14終値比-128.0円（-8.52％）。", "reaction_at": "2026-09-15T15:30:00+09:00", "sources": [ { "url": "https://www.tmex.co.jp/dcms_media/other/20260914.pdf", "title": "2026年10月期 第3四半期決算短信〔IFRS〕（連結）", "published_on": "2026-09-14", "observed_at": "2026-09-16T06:30:07+09:00", "supports": "2025年11月～2026年7月の累計実績は売上収益5,302百万円、営業利益928百万円、親会社の所有者に帰属する四半期利益1,950百万円。電子・通信用機器事業は売上収益4,912百万円、セグメント利益1,173百万円、再生可能エネルギー事業は売上収益389百万円、セグメント利益88百万円だった。会社は当期利益に海外保有株式の2026年7月末時点の評価益を含むと説明している。" } ], "reaction_sources": [ { "url": "https://alumina-ai.jp/calendar/data.json#earnings-68380-2026-10-3Q", "title": "値動きの観測記録", "observed_at": "2026-09-16T06:32:27.113160+09:00", "published_on": "", "supports": "price_observationに保存した同一系列の比較日時・価格。差額と騰落率はその値から算出。" } ], "market_analysis": "", 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"market_timeline": null, "done": false, "result_note": null }, { "id": "earnings-68660-2026-12-3Q", "title": "日置電機（6866）第3四半期決算", "short": "日置電機決算", "date": "2026-10-15", "end_date": null, "time_jst": null, "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "scheduled", "source_url": null, "verified_at": "2026-09-16", "subject_code": "68660", "relations": [ { "code": "68660", "type": "self", "label": "日置電機" } ], "tokyo_reaction": null, "note": null, "market_view": null, "market_expectation": null, "market_result": null, "market_timeline": null, "done": false, "result_note": null }, { "id": "earnings-68700-2026-12-3Q", "title": "日本フェンオール（6870）第3四半期決算", "short": "日本フェンオール決算", "date": "2026-10-30", "end_date": null, "time_jst": null, "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "scheduled", "source_url": null, "verified_at": "2026-08-31", "subject_code": "68700", "relations": [ { "code": "68700", "type": "self", "label": "日本フェンオール" } ], "tokyo_reaction": null, "note": null, "market_view": null, "market_expectation": null, "market_result": null, "market_timeline": null, "done": false, "result_note": null }, { "id": "earnings-68880-2027-06-1Q", "title": "アクモス（6888）第1四半期決算", "short": "アクモス決算", "date": "2026-10-30", "end_date": null, "time_jst": null, "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "scheduled", "source_url": null, "verified_at": "2026-09-01", "subject_code": "68880", "relations": [ { "code": "68880", "type": "self", "label": "アクモス" } ], "tokyo_reaction": null, "note": null, "market_view": null, "market_expectation": null, "market_result": null, "market_timeline": null, "done": false, "result_note": null }, { "id": "earnings-68970-2027-02-2Q", "title": "ツインバード（6897）第2四半期（中間期）決算", "short": "ツインバード決算", "date": "2026-10-14", "end_date": null, "time_jst": null, "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "scheduled", "source_url": null, "verified_at": 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"ＡＬｉＮＫインターネット（7077）第2四半期（中間期）決算", "short": "ＡＬｉＮＫインターネット決算", "date": "2026-10-15", "end_date": null, "time_jst": null, "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "scheduled", "source_url": null, "verified_at": "2026-08-03", "subject_code": "70770", "relations": [ { "code": "70770", "type": "self", "label": "ＡＬｉＮＫインターネット" } ], "tokyo_reaction": null, "note": null, "market_view": null, "market_expectation": null, "market_result": null, "market_timeline": null, "done": false, "result_note": null }, { "id": "earnings-70830-2026-11-3Q", "title": "ＡＨＣグループ（7083）第3四半期決算", "short": "ＡＨＣグループ決算", "date": "2026-10-15", "end_date": null, "time_jst": null, "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "scheduled", "source_url": null, "verified_at": "2026-08-04", "subject_code": "70830", "relations": [ { "code": "70830", "type": "self", "label": "ＡＨＣグループ" } ], "tokyo_reaction": null, "note": null, "market_view": null, "market_expectation": null, "market_result": null, "market_timeline": null, "done": false, "result_note": null }, { "id": "earnings-70850-2026-08-FY", "title": "カーブスホールディングス（7085）通期決算", "short": "カーブスホールディングス決算", "date": "2026-10-13", "end_date": null, "time_jst": null, "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "scheduled", "source_url": null, "verified_at": "2026-08-18", "subject_code": "70850", "relations": [ { "code": "70850", "type": "self", "label": "カーブスホールディングス" }, { "code": "212A0", "type": "peer", "label": "同業の決算" } ], "tokyo_reaction": null, "note": null, "market_view": null, "market_expectation": null, "market_result": null, "market_timeline": null, "done": false, "result_note": null }, { "id": "earnings-70950-2027-04-1Q", "title": "Ｍａｃｂｅｅ　Ｐｌａｎｅｔ（7095）第1四半期決算", "short": "Ｍａｃｂｅｅ　Ｐｌａｎｅｔ決算", "date": "2026-09-10", "end_date": null, "time_jst": "15:30", "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "confirmed", "source_url": null, "verified_at": "2026-09-10", "subject_code": "70950", "relations": [ { "code": "70950", "type": "self", "label": "Ｍａｃｂｅｅ　Ｐｌａｎｅｔ" } ], "tokyo_reaction": "2026-09-11", "note": null, "market_view": null, "market_expectation": null, "market_result": { "event_id": "earnings-70950-2027-04-1Q", "event_date": "2026-09-10", "summary": "第1四半期実績は売上収益122億90百万円、営業利益7億64百万円、税引前利益7億49百万円、親会社の所有者に帰属する四半期利益4億42百万円だった。保存済みの市場予想がないため、予想との差は算出できない。", "meaning": "売上収益は前年同期比3.8％減だった一方、営業利益は1.3％増、税引前利益は0.6％増となった。親会社帰属利益は12.5％減で、営業段階の小幅増益が最終利益にはつながらなかった。", "market_reaction": "翌営業日の9/11終値は1,168.0円。9/10終値比-48.0円（-3.95％）。", "reaction_at": "2026-09-11T15:30:00+09:00", "sources": [ { "url": "https://macbee-planet.com/ir/upload_file/tdnrelease/7095_20260910534030_P01_.pdf", "title": "2027年4月期 第1四半期決算短信〔IFRS〕（連結）", "published_on": "2026-09-10", "observed_at": "2026-09-12T09:30:07+09:00", "supports": "2027年4月期第1四半期の売上収益12,290百万円（前年同期比3.8％減）、営業利益764百万円（同1.3％増）、税引前利益749百万円（同0.6％増）、親会社の所有者に帰属する四半期利益442百万円（同12.5％減）を確認した。" } ], "reaction_sources": [ { "url": "https://alumina-ai.jp/calendar/data.json#earnings-70950-2027-04-1Q", "title": "値動きの観測記録", "observed_at": "2026-09-12T09:32:51.904213+09:00", "published_on": "", "supports": "price_observationに保存した同一系列の比較日時・価格。差額と騰落率はその値から算出。" } ], "market_analysis": "", "analysis_sources": [], "checked_at": "2026-09-12T09:32:51.904213+09:00", "analysis_stage": "initial", "result_checked_at": "2026-09-12T09:32:51+09:00", "reaction_method": "cached-prices-v1", "price_observation": { "series": "70950", "label": "当該銘柄", "baseline_date": "2026-09-10", "baseline": 1216.0, "at": "2026-09-11T15:30:00+09:00", "date": "2026-09-11", "close": 1168.0, "period": "翌営業日" }, "reaction_context_applied": {} }, "market_timeline": null, "done": true, "result_note": null }, { "id": "earnings-70970-2026-07-FY", "title": "さくらさくプラス（7097）通期決算", "short": "さくらさくプラス決算", "date": "2026-09-11", "end_date": null, "time_jst": "15:30", "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "confirmed", "source_url": null, "verified_at": "2026-09-11", "subject_code": "70970", "relations": [ { "code": "70970", "type": "self", "label": "さくらさくプラス" } ], "tokyo_reaction": "2026-09-14", "note": null, "market_view": null, "market_expectation": null, "market_result": { "event_id": "earnings-70970-2026-07-FY", "event_date": "2026-09-11", "summary": "通期は売上高175億9,300万円、営業利益9億7,500万円、経常利益10億2,700万円、純利益6億5,200万円。保存済みの市場予想がないため、予想との差は算出できない。", "meaning": "前期比で売上高は4.3％減、営業利益は14.4％減、経常利益は0.5％減となった一方、純利益は6.8％増えた。本業は減収・営業減益だったが、最終増益を確保した。", "market_reaction": "翌営業日の9/14終値は2,712.0円。9/11終値比+9.0円（+0.33％）。", "reaction_at": "2026-09-14T15:30:00+09:00", "sources": [ { "url": "https://finance-frontend-pc-dist.west.edge.storage-yahoo.jp/disclosure/20260911/20260910534185.pdf", "title": "2026年7月期 決算短信〔日本基準〕（連結）", "published_on": "2026-09-11", "observed_at": "2026-09-12T08:30:08+09:00", "supports": "2025年8月1日～2026年7月31日の売上高17,593百万円、営業利益975百万円、経常利益1,027百万円、親会社株主に帰属する当期純利益652百万円と、それぞれの前期比を決算短信で確認した。" } ], "reaction_sources": [ { "url": "https://alumina-ai.jp/calendar/data.json#earnings-70970-2026-07-FY", "title": "値動きの観測記録", "observed_at": "2026-09-14T20:26:46.277250+09:00", "published_on": "", "supports": "price_observationに保存した同一系列の比較日時・価格。差額と騰落率はその値から算出。" } ], "market_analysis": "", "analysis_sources": [], "checked_at": "2026-09-14T20:26:46.277250+09:00", "analysis_stage": "initial", "result_checked_at": "2026-09-12T08:33:12+09:00", "reaction_method": "cached-prices-v1", "price_observation": { "series": "70970", "label": "当該銘柄", "baseline_date": "2026-09-11", "baseline": 2703.0, "at": "2026-09-14T15:30:00+09:00", "date": "2026-09-14", "close": 2712.0, "period": "翌営業日" }, "reaction_context_applied": {} }, "market_timeline": null, "done": true, "result_note": null }, { "id": "earnings-70980-2027-01-2Q", "title": "エージェント（7098）第2四半期（中間期）決算", "short": "エージェント決算", "date": "2026-09-14", "end_date": null, "time_jst": "17:00", "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "confirmed", "source_url": null, "verified_at": "2026-09-14", "subject_code": "70980", "relations": [ { "code": "70980", "type": "self", "label": "エージェント" } ], "tokyo_reaction": "2026-09-15", "note": null, "market_view": null, "market_expectation": null, "market_result": null, "market_timeline": null, "done": true, "result_note": null }, { "id": "earnings-71020-2027-03-2Q", "title": "日本車輌製造（7102）第2四半期（中間期）決算", "short": "日本車輌製造決算", "date": "2026-10-27", "end_date": null, "time_jst": null, "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "scheduled", "source_url": null, "verified_at": "2026-09-01", "subject_code": "71020", "relations": [ { "code": "71020", "type": "self", "label": "日本車輌製造" } ], "tokyo_reaction": null, "note": null, "market_view": null, "market_expectation": null, "market_result": null, "market_timeline": null, "done": false, "result_note": null }, { "id": "earnings-71100-2026-07-FY", "title": "クラシコム（7110）通期決算", "short": "クラシコム決算", "date": "2026-09-14", "end_date": null, "time_jst": "15:30", "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "confirmed", "source_url": null, "verified_at": "2026-09-14", "subject_code": "71100", "relations": [ { "code": "71100", "type": "self", "label": "クラシコム" } ], "tokyo_reaction": "2026-09-15", "note": null, "market_view": null, "market_expectation": null, "market_result": { "event_id": "earnings-71100-2026-07-FY", "event_date": "2026-09-14", "summary": "通期は売上高103億4,600万円、営業利益15億3,000万円、経常利益15億6,300万円、親会社株主に帰属する当期純利益10億3,500万円だった。保存済みの市場予想がないため、予想との差は比較できない。", "meaning": "売上高は前期比21.9％増、営業利益は同40.3％増、純利益は同44.6％増となった。「北欧、暮らしの道具店」の成長に加え、foufouも増収となり、全社で大幅な増収増益を確保した。", "market_reaction": "翌営業日の9/15終値は1,919.0円。9/14終値比-146.0円（-7.07％）。", "reaction_at": "2026-09-15T15:30:00+09:00", "sources": [ { "url": "https://finance-frontend-pc-dist.west.edge.storage-yahoo.jp/disclosure/20260914/20260911534854.pdf", "title": "2026年7月期 決算短信〔日本基準〕（連結）", "published_on": "2026-09-14", "observed_at": "2026-09-15T17:14:01+09:00", "supports": "2025年8月1日から2026年7月31日までの連結実績が、売上高10,346百万円、営業利益1,530百万円、経常利益1,563百万円、親会社株主に帰属する当期純利益1,035百万円であることを確認。前年同期比はそれぞれ21.9％増、40.3％増、40.6％増、44.6％増。「北欧、暮らしの道具店」とfoufouのセグメント実績も確認した。" } ], "reaction_sources": [ { "url": "https://alumina-ai.jp/calendar/data.json#earnings-71100-2026-07-FY", "title": "値動きの観測記録", "observed_at": "2026-09-15T17:17:39.699295+09:00", "published_on": "", "supports": "price_observationに保存した同一系列の比較日時・価格。差額と騰落率はその値から算出。" } ], "market_analysis": "", "analysis_sources": [], "checked_at": "2026-09-15T17:17:39.699295+09:00", "analysis_stage": "initial", "result_checked_at": "2026-09-15T17:17:39+09:00", "reaction_method": "cached-prices-v1", "price_observation": { "series": "71100", "label": "当該銘柄", "baseline_date": "2026-09-14", "baseline": 2065.0, "at": "2026-09-15T15:30:00+09:00", "date": "2026-09-15", "close": 1919.0, "period": "翌営業日" }, "reaction_context_applied": {} }, "market_timeline": null, "done": true, "result_note": null }, { "id": "earnings-71260-2026-07-FY", "title": "グローバルスタイル（7126）通期決算", "short": "グローバルスタイル決算", "date": "2026-09-11", "end_date": null, "time_jst": "15:30", "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "confirmed", "source_url": null, "verified_at": "2026-09-11", "subject_code": "71260", "relations": [ { "code": "71260", "type": "self", "label": "グローバルスタイル" } ], "tokyo_reaction": "2026-09-14", "note": null, "market_view": null, "market_expectation": null, "market_result": { "event_id": "earnings-71260-2026-07-FY", "event_date": "2026-09-11", "summary": "2026年7月期の単体実績は、売上高123億8,300万円、営業利益9億3,900万円、経常利益9億5,800万円、純利益6億5,100万円。保存済みの市場予想がないため、予想との差は比較できない。", "meaning": "売上高は前期比8.1％増え、各利益も増益となり過去最高を記録した。ただし、営業利益には固定資産の耐用年数の誤りを修正し、減価償却費が1億2,300万円減少した影響が含まれる。", "market_reaction": "翌営業日の9/14終値は1,456.0円。9/11終値比+20.0円（+1.39％）。", "reaction_at": "2026-09-14T15:30:00+09:00", "sources": [ { "url": "https://www.release.tdnet.info/inbs/140120260907532764.pdf", "title": "2026年7月期 決算短信〔日本基準〕（非連結）", "published_on": "2026-09-11", "observed_at": "2026-09-13T22:30:08+09:00", "supports": "売上高12,383百万円、営業利益939百万円、経常利益958百万円、当期純利益651百万円を確認。各利益が前年を上回り過去最高となったこと、および固定資産の耐用年数修正により減価償却費が123百万円減少したことも確認した。" } ], "reaction_sources": [ { "url": "https://alumina-ai.jp/calendar/data.json#earnings-71260-2026-07-FY", "title": "値動きの観測記録", "observed_at": "2026-09-14T20:26:46.277250+09:00", "published_on": "", "supports": "price_observationに保存した同一系列の比較日時・価格。差額と騰落率はその値から算出。" } ], "market_analysis": "", "analysis_sources": [], "checked_at": "2026-09-14T20:26:46.277250+09:00", "analysis_stage": "initial", "result_checked_at": "2026-09-13T22:32:01+09:00", "reaction_method": "cached-prices-v1", "price_observation": { "series": "71260", "label": "当該銘柄", "baseline_date": "2026-09-11", "baseline": 1436.0, "at": "2026-09-14T15:30:00+09:00", "date": "2026-09-14", "close": 1456.0, "period": "翌営業日" }, 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"https://alumina-ai.jp/calendar/data.json#earnings-76400-2026-10-3Q", "title": "値動きの観測記録", "observed_at": "2026-09-12T11:33:03.993133+09:00", "published_on": "", "supports": "price_observationに保存した同一系列の比較日時・価格。差額と騰落率はその値から算出。" } ], "market_analysis": "", "analysis_sources": [], "checked_at": "2026-09-12T11:33:03.993133+09:00", "analysis_stage": "initial", "result_checked_at": "2026-09-12T11:33:03+09:00", "reaction_method": "cached-prices-v1", "price_observation": { "series": "76400", "label": "当該銘柄", "baseline_date": "2026-09-10", "baseline": 194.0, "at": "2026-09-11T15:30:00+09:00", "date": "2026-09-11", "close": 186.0, "period": "翌営業日" }, "reaction_context_applied": {} }, "market_timeline": null, "done": true, "result_note": null }, { "id": "earnings-76460-2026-09-FY", "title": "ＰＬＡＮＴ（7646）通期決算", "short": "ＰＬＡＮＴ決算", "date": "2026-10-27", "end_date": null, "time_jst": null, "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "scheduled", "source_url": null, "verified_at": "2026-09-01", "subject_code": "76460", "relations": [ { "code": "76460", "type": "self", "label": "ＰＬＡＮＴ" } ], "tokyo_reaction": null, "note": null, "market_view": null, "market_expectation": null, "market_result": null, "market_timeline": null, "done": false, "result_note": null }, { "id": "earnings-76490-2027-02-2Q", "title": "スギホールディングス（7649）第2四半期（中間期）決算", "short": "スギホールディングス決算", "date": "2026-10-08", "end_date": null, "time_jst": null, "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "scheduled", "source_url": null, "verified_at": "2026-08-07", "subject_code": "76490", "relations": [ { "code": "76490", "type": "self", "label": "スギホールディングス" } ], "tokyo_reaction": null, "note": null, "market_view": null, "market_expectation": null, "market_result": null, "market_timeline": null, "done": false, "result_note": null }, { "id": "earnings-76730-2027-05-1Q", "title": "ダイコー通産（7673）第1四半期決算", "short": "ダイコー通産決算", "date": "2026-10-09", "end_date": null, "time_jst": null, "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "scheduled", "source_url": null, "verified_at": "2026-08-06", "subject_code": "76730", "relations": [ { "code": "76730", "type": "self", "label": "ダイコー通産" } ], "tokyo_reaction": null, "note": null, "market_view": null, "market_expectation": null, "market_result": null, "market_timeline": null, "done": false, "result_note": null }, { "id": "earnings-76740-2027-01-2Q", "title": "ＮＡＴＴＹ　ＳＷＡＮＫＹホールディングス（7674）第2四半期（中間期）決算", "short": "ＮＡＴＴＹ　ＳＷＡＮＫＹホールディングス決算", "date": "2026-09-11", "end_date": null, "time_jst": "16:00", "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "confirmed", "source_url": null, "verified_at": "2026-09-11", "subject_code": "76740", "relations": [ { "code": "76740", "type": "self", "label": "ＮＡＴＴＹ　ＳＷＡＮＫＹホールディングス" } ], "tokyo_reaction": "2026-09-14", "note": null, "market_view": null, "market_expectation": null, "market_result": { "event_id": "earnings-76740-2027-01-2Q", "event_date": "2026-09-11", "summary": "2027年1月期中間期は売上高39億1,500万円、営業利益1,400万円、経常利益1,100万円、親会社株主に帰属する中間純損失3,100万円。保存済みの市場予想がないため、予想との差は算出できない。", "meaning": "前年同期の営業損失2億5,800万円、経常損失2億6,100万円から黒字へ転換した。一方、中間純損益は改善したものの3,100万円の赤字が残った。", "market_reaction": "翌営業日の9/14終値は2,601.0円。9/11終値比+13.0円（+0.50％）。", "reaction_at": "2026-09-14T15:30:00+09:00", "sources": [ { "url": "https://www.release.tdnet.info/inbs/140120260911534804.pdf", "title": "2027年１月期 第２四半期（中間期）決算短信〔日本基準〕（連結）", "published_on": "2026-09-11", "observed_at": "2026-09-12T21:30:09+09:00", "supports": "2026年2月1日から7月31日までの中間期について、売上高3,915百万円、営業利益14百万円、経常利益11百万円、親会社株主に帰属する中間純損失31百万円を確認。前年同期は営業損失258百万円、経常損失261百万円、中間純損失422百万円だったことも確認した。" } ], "reaction_sources": [ { "url": "https://alumina-ai.jp/calendar/data.json#earnings-76740-2027-01-2Q", "title": "値動きの観測記録", "observed_at": "2026-09-14T20:26:46.277250+09:00", "published_on": "", "supports": "price_observationに保存した同一系列の比較日時・価格。差額と騰落率はその値から算出。" } ], "market_analysis": "", "analysis_sources": [], "checked_at": "2026-09-14T20:26:46.277250+09:00", "analysis_stage": "initial", "result_checked_at": "2026-09-12T21:32:30+09:00", "reaction_method": "cached-prices-v1", "price_observation": { "series": "76740", "label": "当該銘柄", "baseline_date": "2026-09-11", "baseline": 2588.0, "at": "2026-09-14T15:30:00+09:00", "date": "2026-09-14", "close": 2601.0, "period": "翌営業日" }, "reaction_context_applied": {} }, "market_timeline": null, "done": true, "result_note": null }, { "id": "earnings-76780-2027-01-2Q", "title": "あさくま（7678）第2四半期（中間期）決算", "short": "あさくま決算", "date": "2026-09-09", "end_date": null, "time_jst": "16:03", "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "confirmed", "source_url": null, "verified_at": "2026-09-09", "subject_code": "76780", "relations": [ { "code": "76780", "type": "self", "label": "あさくま" } ], "tokyo_reaction": "2026-09-10", "note": null, "market_view": null, "market_expectation": null, "market_result": { "event_id": "earnings-76780-2027-01-2Q", "event_date": "2026-09-09", "summary": "中間期は売上高58.59億円（前年同期比27.2％増）、営業利益1.68億円（同6.1％減）。増収ながら営業減益となった。", "meaning": "大幅な増収は安心材料だが、利益が伴っていない点は警戒材料。新規出店や店舗改装に伴う費用をこなし、売上拡大を利益成長へつなげられるかを見極めたい。", "market_reaction": "翌営業日の9/10終値は3,270.0円。9/9終値比-25.0円（-0.76％）。", "reaction_at": "2026-09-10T15:30:00+09:00", "sources": [ { "url": "https://www.release.tdnet.info/inbs/140120260908533265.pdf", "title": "あさくま 2027年1月期 第2四半期（中間期）決算短信", "published_on": "2026-09-09", "observed_at": "2026-09-11T06:00:04+09:00", "supports": "2026年2～7月の中間期実績、売上高58億59百万円、営業利益1億68百万円および各前年同期比。" } ], "reaction_sources": [ { "url": "https://alumina-ai.jp/calendar/data.json#earnings-76780-2027-01-2Q", "title": "値動きの観測記録", "observed_at": "2026-09-11T21:26:22.365054+09:00", "published_on": "", "supports": "price_observationに保存した同一系列の比較日時・価格。差額と騰落率はその値から算出。" } ], "checked_at": "2026-09-11T21:26:22.365054+09:00", "result_checked_at": "2026-09-11T06:03:23+09:00", "reaction_method": "cached-prices-v1", "price_observation": { "series": "76780", "label": "当該銘柄", "baseline_date": "2026-09-09", "baseline": 3295.0, "at": "2026-09-10T15:30:00+09:00", "date": "2026-09-10", "close": 3270.0, "period": "翌営業日" }, "reaction_context_applied": {} }, "market_timeline": null, "done": true, "result_note": null }, { "id": "earnings-76790-2027-02-2Q", "title": "薬王堂ホールディングス（7679）第2四半期（中間期）決算", "short": "薬王堂ホールディングス決算", "date": "2026-10-05", "end_date": null, "time_jst": null, "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "scheduled", "source_url": null, "verified_at": "2026-08-12", "subject_code": "76790", "relations": [ { "code": "76790", "type": "self", "label": "薬王堂ホールディングス" } ], "tokyo_reaction": null, "note": null, "market_view": null, "market_expectation": null, "market_result": null, "market_timeline": null, "done": false, "result_note": null }, { "id": "earnings-76820-2026-07-FY", "title": "浜木綿（7682）通期決算", "short": "浜木綿決算", "date": "2026-09-10", "end_date": null, "time_jst": "15:30", "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "confirmed", "source_url": null, "verified_at": "2026-09-10", "subject_code": "76820", "relations": [ { "code": "76820", "type": "self", "label": "浜木綿" } ], "tokyo_reaction": "2026-09-11", "note": null, "market_view": null, "market_expectation": null, "market_result": { "event_id": "earnings-76820-2026-07-FY", "event_date": "2026-09-10", "summary": "通期は売上高62.76億円（前期比3.0％増）、営業利益2.05億円（同8.5％増）と増収増益。一方、純利益は0.09億円（同88.2％減）だった。", "meaning": "本業の増収・営業増益は安心材料だが、純利益の大幅減は警戒材料。営業段階と最終利益が逆方向に動いているため、一時的な損益を含む利益構造を分けて確認したい。", "market_reaction": "翌営業日の9/11終値は3,950.0円。9/10終値比+30.0円（+0.77％）。", "reaction_at": "2026-09-11T15:30:00+09:00", "sources": [ { "url": "https://data.swcms.net/file/ir-hamayuu/dam/jcr:5f6c066b-9c98-4b87-9316-e3f3bbeb85cc/140120260909533554.pdf", "title": "2026年7月期 決算短信〔日本基準〕（非連結）", "published_on": "2026-09-10", "observed_at": "2026-09-11T12:00:04+09:00", "supports": "2025年8月～2026年7月の売上高62.76億円、営業利益2.05億円、純利益0.09億円および各前期比を確認。" } ], "reaction_sources": [ { "url": "https://alumina-ai.jp/calendar/data.json#earnings-76820-2026-07-FY", "title": "値動きの観測記録", "observed_at": "2026-09-11T21:26:22.365054+09:00", "published_on": "", "supports": "price_observationに保存した同一系列の比較日時・価格。差額と騰落率はその値から算出。" } ], "checked_at": "2026-09-11T21:26:22.365054+09:00", "result_checked_at": "2026-09-11T12:03:00+09:00", "reaction_method": "cached-prices-v1", "price_observation": { "series": "76820", "label": "当該銘柄", "baseline_date": "2026-09-10", "baseline": 3920.0, "at": "2026-09-11T15:30:00+09:00", "date": "2026-09-11", "close": 3950.0, "period": "翌営業日" }, "reaction_context_applied": {} }, "market_timeline": null, "done": true, "result_note": null }, { "id": "earnings-76830-2027-01-2Q", "title": "ダブルエー（7683）第2四半期（中間期）決算", "short": "ダブルエー決算", "date": "2026-09-14", "end_date": null, "time_jst": "15:30", "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "confirmed", "source_url": null, "verified_at": "2026-09-14", "subject_code": "76830", "relations": [ { "code": "76830", "type": "self", "label": "ダブルエー" } ], "tokyo_reaction": "2026-09-15", "note": null, "market_view": null, "market_expectation": null, "market_result": { "event_id": "earnings-76830-2027-01-2Q", "event_date": "2026-09-14", "summary": "中間期は売上高110億8,049万円、営業利益455万円、経常利益1億8,913万円、親会社株主に帰属する中間純利益4,311万円だった。保存済みの市場予想はなく、予想との差は比較できない。", "meaning": "売上高は前年同期比5.7％減、営業利益は同99.4％減となった。オンライン販売は好調だったが、一部店舗の退店や実店舗の販促見直しで減収となり、広告宣伝費、人件費、物流費などの増加で営業利益が大幅に縮小した。", "market_reaction": "翌営業日の9/15終値は1,412.0円。9/14終値比+5.0円（+0.36％）。", "reaction_at": "2026-09-15T15:30:00+09:00", "sources": [ { "url": "https://finance-frontend-pc-dist.west.edge.storage-yahoo.jp/disclosure/20260914/20260914535832.pdf", "title": "2027年1月期 第2四半期（中間期）決算短信〔日本基準〕（連結）", "published_on": "2026-09-14", "observed_at": "2026-09-16T13:00:04+09:00", "supports": "2026年2月1日～7月31日の売上高11,080,490千円、営業利益4,554千円、経常利益189,134千円、親会社株主に帰属する中間純利益43,110千円を確認した。前年同期比はそれぞれ5.7％減、99.4％減、76.2％減、91.1％減。オンライン販売の好調、一部店舗の退店、実店舗の販促活動見直し、広告宣伝費・人件費・物流費などの増加も確認した。" } ], "reaction_sources": [ { "url": "https://alumina-ai.jp/calendar/data.json#earnings-76830-2027-01-2Q", "title": "値動きの観測記録", "observed_at": "2026-09-16T13:02:31.769272+09:00", "published_on": "", "supports": "price_observationに保存した同一系列の比較日時・価格。差額と騰落率はその値から算出。" } ], "market_analysis": "", "analysis_sources": [], "checked_at": "2026-09-16T13:02:31.769272+09:00", "analysis_stage": "initial", "result_checked_at": "2026-09-16T13:02:31+09:00", "reaction_method": "cached-prices-v1", "price_observation": { "series": "76830", "label": "当該銘柄", "baseline_date": "2026-09-14", "baseline": 1407.0, "at": "2026-09-15T15:30:00+09:00", "date": "2026-09-15", "close": 1412.0, "period": "翌営業日" }, "reaction_context_applied": {} }, "market_timeline": null, "done": true, "result_note": null }, { "id": 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null, "market_expectation": null, "market_result": null, "market_timeline": null, "done": false, "result_note": null }, { "id": "earnings-76920-2026-07-FY", "title": "アースインフィニティ（7692）通期決算", "short": "アースインフィニティ決算", "date": "2026-09-11", "end_date": null, "time_jst": "12:00", "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "confirmed", "source_url": null, "verified_at": "2026-09-11", "subject_code": "76920", "relations": [ { "code": "76920", "type": "self", "label": "アースインフィニティ" } ], "tokyo_reaction": "2026-09-11", "note": null, "market_view": null, "market_expectation": null, "market_result": { "event_id": "earnings-76920-2026-07-FY", "event_date": "2026-09-11", "summary": "通期の売上高は77億3,300万円、営業利益は8億2,100万円、経常利益は7億9,100万円、純利益は5億8,700万円だった。保存済みの市場予想がないため、予想との差は比較できない。", "meaning": "代理店を活用した販売体制の強化などにより、前期比で増収増益となった。一方、売上債権の増加などから営業キャッシュフローは1億2,700万円の支出となった。", "market_reaction": "翌営業日の9/14終値は79.0円。9/11終値比+0.0円（+0.00％）。", "reaction_at": "2026-09-14T15:30:00+09:00", "sources": [ { "url": "https://tdnet-pdf.kabutan.jp/20260911/140120260910534614.pdf", "title": "2026年7月期 決算短信〔日本基準〕（非連結）", "published_on": "2026-09-11", "observed_at": "2026-09-12T06:00:07+09:00", "supports": "2025年8月1日から2026年7月31日までの売上高7,733百万円、営業利益821百万円、経常利益791百万円、当期純利益587百万円を確認。代理店を活用した販売体制の強化、営業キャッシュフロー127百万円の支出も確認した。" } ], "reaction_sources": [ { "url": "https://alumina-ai.jp/calendar/data.json#earnings-76920-2026-07-FY", "title": "値動きの観測記録", "observed_at": "2026-09-14T20:26:46.277250+09:00", "published_on": "", "supports": "price_observationに保存した同一系列の比較日時・価格。差額と騰落率はその値から算出。" } ], "market_analysis": "", "analysis_sources": [], "checked_at": "2026-09-14T20:26:46.277250+09:00", "analysis_stage": "initial", "result_checked_at": "2026-09-12T06:02:31+09:00", "reaction_method": "cached-prices-v1", "price_observation": { "series": "76920", "label": "当該銘柄", "baseline_date": "2026-09-11", "baseline": 79.0, "at": "2026-09-14T15:30:00+09:00", "date": "2026-09-14", "close": 79.0, "period": 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"result_note": null }, { "id": "earnings-77770-2027-04-1Q", "title": "スリー・ディー・マトリックス（7777）第1四半期決算", "short": "スリー・ディー・マトリックス決算", "date": "2026-09-10", "end_date": null, "time_jst": "16:00", "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "confirmed", "source_url": null, "verified_at": "2026-09-10", "subject_code": "77770", "relations": [ { "code": "77770", "type": "self", "label": "スリー・ディー・マトリックス" } ], "tokyo_reaction": "2026-09-11", "note": null, "market_view": null, "market_expectation": null, "market_result": { "event_id": "earnings-77770-2027-04-1Q", "event_date": "2026-09-10", "summary": "第1四半期は売上高32.25億円（前年同期比46.9％増）、営業利益4.94億円（前年同期は0.09億円）と改善。一方、経常利益は3.42億円（同63.5％減）だった。", "meaning": "大幅な増収と営業利益の拡大は安心材料。ただし、経常利益は大幅減益であり、本業の改善と営業外損益の影響を分けて評価する必要がある。", "market_reaction": "翌営業日の9/11終値は379.0円。9/10終値比+37.0円（+10.82％）。", "reaction_at": "2026-09-11T15:30:00+09:00", "sources": [ { "url": 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"第3四半期累計は売上高85億48百万円、営業利益1億80百万円、経常利益1億70百万円、親会社株主に帰属する四半期純利益91百万円だった。保存済みの市場予想はない。", "meaning": "売上高は前年同期比14.2％減、営業利益は67.8％減となった。大型案件の減少や着工・受注の期ずれ、経費増によりハウス・エコ事業が営業赤字となったことが警戒材料。", "market_reaction": "翌営業日の9/15終値は1,715.0円。9/14終値比+2.0円（+0.12％）。", "reaction_at": "2026-09-15T15:30:00+09:00", "sources": [ { "url": "https://orvis.co.jp/wp/wp-content/uploads/2026/09/2026%E5%B9%B410%E6%9C%88%E6%9C%9F-%E7%AC%AC%EF%BC%93%E5%9B%9B%E5%8D%8A%E6%9C%9F%E6%B1%BA%E7%AE%97%E7%9F%AD%E4%BF%A1%E3%80%94%E6%97%A5%E6%9C%AC%E5%9F%BA%E6%BA%96%E3%80%95%EF%BC%88%E9%80%A3%E7%B5%90%EF%BC%89.pdf", "title": "2026年10月期 第3四半期決算短信〔日本基準〕（連結）", "published_on": "2026-09-14", "observed_at": "2026-09-16T01:00:07+09:00", "supports": "2025年11月から2026年7月までの累計売上高85億48百万円、営業利益1億80百万円、経常利益1億70百万円、親会社株主に帰属する四半期純利益91百万円と各前年同期比、およびハウス・エコ事業の営業赤字要因を確認した。" } ], "reaction_sources": [ { "url": "https://alumina-ai.jp/calendar/data.json#earnings-78270-2026-10-3Q", "title": "値動きの観測記録", "observed_at": "2026-09-16T01:02:33.613662+09:00", 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} ], "tokyo_reaction": "2026-09-14", "note": null, "market_view": null, "market_expectation": null, "market_result": { "event_id": "earnings-78310-2026-10-3Q", "event_date": "2026-09-11", "summary": "第3四半期累計は売上高67億5,500万円、営業損失3億100万円、経常損失2億5,100万円、親会社株主に帰属する四半期純利益3億8,400万円だった。保存済みの市場予想がないため、予想との差は比較できない。", "meaning": "売上高は前年同期比8.0％増え、営業・経常赤字も縮小したが、本業はなお赤字だった。最終黒字への転換は、関東工場跡地などの固定資産売却益8億4,200万円が主因であり、基礎的な収益力には警戒が残る。", "market_reaction": "翌営業日の9/14終値は66.0円。9/11終値比-1.0円（-1.49％）。", "reaction_at": "2026-09-14T15:30:00+09:00", "sources": [ { "url": "https://finance-frontend-pc-dist.west.edge.storage-yahoo.jp/disclosure/20260911/20260911534797.pdf", "title": "2026年10月期 第3四半期決算短信〔日本基準〕（連結）", "published_on": "2026-09-11", "observed_at": "2026-09-14T10:30:10+09:00", "supports": "2025年11月1日から2026年7月31日までの第3四半期累計について、売上高6,755百万円、営業損失301百万円、経常損失251百万円、親会社株主に帰属する四半期純利益384百万円と確認した。前年同期値、固定資産売却益842百万円、通期予想を据え置いたことも確認した。" } ], "reaction_sources": [ { "url": "https://alumina-ai.jp/calendar/data.json#earnings-78310-2026-10-3Q", "title": "値動きの観測記録", "observed_at": "2026-09-14T20:26:46.277250+09:00", "published_on": "", "supports": "price_observationに保存した同一系列の比較日時・価格。差額と騰落率はその値から算出。" } ], "market_analysis": "", "analysis_sources": [], "checked_at": "2026-09-14T20:26:46.277250+09:00", "analysis_stage": "initial", "result_checked_at": "2026-09-14T10:31:45+09:00", "reaction_method": "cached-prices-v1", "price_observation": { "series": "78310", "label": "当該銘柄", "baseline_date": "2026-09-11", "baseline": 67.0, "at": "2026-09-14T15:30:00+09:00", "date": "2026-09-14", "close": 66.0, "period": "翌営業日" }, "reaction_context_applied": {} }, "market_timeline": null, "done": true, "result_note": null }, { "id": "earnings-78440-2027-03-2Q", "title": "マーベラス（7844）第2四半期（中間期）決算", "short": "マーベラス決算", "date": "2026-10-30", "end_date": null, "time_jst": null, "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "scheduled", "source_url": null, "verified_at": "2026-09-17", "subject_code": "78440", "relations": [ { "code": "78440", "type": "self", "label": "マーベラス" } ], "tokyo_reaction": null, "note": null, "market_view": null, "market_expectation": null, "market_result": null, "market_timeline": null, "done": false, "result_note": null }, { "id": "earnings-78470-2027-02-2Q", "title": "グラファイトデザイン（7847）第2四半期（中間期）決算", "short": "グラファイトデザイン決算", "date": "2026-10-14", "end_date": null, "time_jst": null, "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "scheduled", "source_url": null, "verified_at": "2026-08-28", "subject_code": "78470", "relations": [ { "code": "78470", "type": "self", "label": "グラファイトデザイン" } ], "tokyo_reaction": null, "note": null, "market_view": null, "market_expectation": null, "market_result": null, "market_timeline": null, "done": false, "result_note": null }, { "id": "earnings-78500-2026-07-FY", "title": "総合商研（7850）通期決算", "short": "総合商研決算", "date": "2026-09-11", "end_date": null, "time_jst": "16:00", "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "confirmed", "source_url": null, "verified_at": "2026-09-11", "subject_code": "78500", "relations": [ { "code": "78500", "type": "self", "label": "総合商研" } ], "tokyo_reaction": "2026-09-14", "note": null, "market_view": null, "market_expectation": null, "market_result": { "event_id": "earnings-78500-2026-07-FY", "event_date": "2026-09-11", "summary": "通期は売上高160.30億円、営業利益3.15億円、経常利益4.52億円、親会社株主に帰属する当期純利益3.13億円だった。保存済みの市場予想はなく、予想との差は比較できない。", "meaning": "販促関連事業の受注は堅調だったが、年賀状需要の縮小や成長投資に伴う費用増加が響き、減収・営業減益となった。一方、経常利益は前期を上回った。", "market_reaction": "翌営業日の9/14終値は796.0円。9/11終値比-5.0円（-0.62％）。", "reaction_at": "2026-09-14T15:30:00+09:00", "sources": [ { "url": "https://www.shouken.co.jp/sp/wp-content/themes/shouken/uploads/result/cdebe8f3-4bc7-4378-9792-c80006a58ff1.pdf", "title": "令和8年7月期 決算短信〔日本基準〕（連結）", "published_on": "2026-09-11", "observed_at": "2026-09-12T09:00:09+09:00", "supports": "2025年8月1日から2026年7月31日までの連結業績として、売上高16,030百万円、営業利益315百万円、経常利益452百万円、親会社株主に帰属する当期純利益313百万円を確認。販促関連事業の受注動向、年賀関連事業の減収、先行投資による費用増加も確認した。" } ], "reaction_sources": [ { "url": "https://alumina-ai.jp/calendar/data.json#earnings-78500-2026-07-FY", "title": "値動きの観測記録", "observed_at": "2026-09-14T20:26:46.277250+09:00", "published_on": "", "supports": "price_observationに保存した同一系列の比較日時・価格。差額と騰落率はその値から算出。" } ], "market_analysis": "", "analysis_sources": [], "checked_at": "2026-09-14T20:26:46.277250+09:00", "analysis_stage": "initial", "result_checked_at": "2026-09-12T09:03:27+09:00", "reaction_method": "cached-prices-v1", "price_observation": { "series": "78500", "label": "当該銘柄", "baseline_date": "2026-09-11", "baseline": 801.0, "at": "2026-09-14T15:30:00+09:00", "date": "2026-09-14", "close": 796.0, "period": "翌営業日" }, "reaction_context_applied": {} }, "market_timeline": null, "done": true, "result_note": null }, { "id": "earnings-78560-2026-10-3Q", "title": "萩原工業（7856）第3四半期決算", "short": "萩原工業決算", "date": "2026-09-07", "end_date": null, "time_jst": "15:30", "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "confirmed", "source_url": null, "verified_at": "2026-09-07", "subject_code": "78560", "relations": [ { "code": "78560", "type": "self", "label": "萩原工業" } ], "tokyo_reaction": "2026-09-08", "note": null, "market_view": null, "market_expectation": null, "market_result": null, "market_timeline": null, "done": true, "result_note": null }, { "id": "earnings-78650-2027-01-2Q", "title": "ピープル（7865）第2四半期（中間期）決算", "short": "ピープル決算", "date": "2026-09-01", "end_date": null, "time_jst": "16:00", "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "confirmed", "source_url": null, "verified_at": "2026-09-01", "subject_code": "78650", "relations": [ { "code": "78650", "type": "self", "label": "ピープル" } ], "tokyo_reaction": "2026-09-02", "note": null, "market_view": null, "market_expectation": null, "market_result": null, "market_timeline": null, "done": true, "result_note": null }, { "id": "earnings-78780-2027-01-2Q", "title": "光・彩（7878）第2四半期（中間期）決算", "short": "光・彩決算", "date": "2026-09-11", "end_date": null, "time_jst": "15:30", "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "confirmed", "source_url": null, "verified_at": "2026-09-11", "subject_code": "78780", "relations": [ { "code": "78780", "type": "self", "label": "光・彩" } ], "tokyo_reaction": "2026-09-14", "note": null, "market_view": null, "market_expectation": null, "market_result": { "event_id": "earnings-78780-2027-01-2Q", "event_date": "2026-09-11", "summary": "2027年1月期中間期の単体実績は、売上高30億4,900万円、営業利益4億4,300万円、経常利益4億3,900万円、中間純利益3億300万円だった。保存済みの市場予想がないため、予想との差は算出できない。", "meaning": "前年同期比で売上高は48.0％増、営業利益は330.4％増となり、大幅な増収増益だった。国内受注の堅調さと海外受注の持ち直しに加え、生産能力・労働生産性の向上や原価管理が寄与した。", "market_reaction": "翌営業日の9/14終値は1,266.0円。9/11終値比-244.0円（-16.16％）。", "reaction_at": "2026-09-14T15:30:00+09:00", "sources": [ { "url": 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"earnings-80130-2027-01-2Q", "title": "ナイガイ（8013）第2四半期（中間期）決算", "short": "ナイガイ決算", "date": "2026-09-11", "end_date": null, "time_jst": "15:30", "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "confirmed", "source_url": null, "verified_at": "2026-09-11", "subject_code": "80130", "relations": [ { "code": "80130", "type": "self", "label": "ナイガイ" } ], "tokyo_reaction": "2026-09-14", "note": null, "market_view": null, "market_expectation": null, "market_result": { "event_id": "earnings-80130-2027-01-2Q", "event_date": "2026-09-11", "summary": "市場予想は保存されていないため比較できない。中間期は売上高70億7,100万円、営業損失3億1,100万円、経常損失1億6,600万円、親会社株主に帰属する中間純損失2億100万円だった。", "meaning": "売上高は前年同期比18.2％増え、営業・経常・純損失はいずれも前年同期から縮小した。ただし、増収でも営業赤字が残り、通期計画は据え置かれた。", "market_reaction": "翌営業日の9/14終値は369.0円。9/11終値比-1.0円（-0.27％）。", "reaction_at": "2026-09-14T15:30:00+09:00", "sources": [ { "url": "https://www.naigai.co.jp/core_sys/images/others/ir_release/news/2026/20260911_ir2.pdf", "title": "2027年1月期 第2四半期（中間期）決算短信〔日本基準〕（連結）", "published_on": "2026-09-11", "observed_at": "2026-09-13T04:30:08+09:00", "supports": "2026年2月1日～7月31日の売上高7,071百万円、営業損失311百万円、経常損失166百万円、親会社株主に帰属する中間純損失201百万円を確認。前年同期は売上高5,982百万円、営業損失326百万円、経常損失295百万円、中間純損失318百万円で、2026年3月13日公表の通期予想から変更がないことも確認した。" } ], "reaction_sources": [ { "url": "https://alumina-ai.jp/calendar/data.json#earnings-80130-2027-01-2Q", "title": "値動きの観測記録", "observed_at": "2026-09-14T20:26:46.277250+09:00", "published_on": "", "supports": "price_observationに保存した同一系列の比較日時・価格。差額と騰落率はその値から算出。" } ], "market_analysis": "", "analysis_sources": [], "checked_at": "2026-09-14T20:26:46.277250+09:00", "analysis_stage": "initial", "result_checked_at": "2026-09-13T04:32:05+09:00", "reaction_method": "cached-prices-v1", "price_observation": { "series": "80130", "label": "当該銘柄", "baseline_date": "2026-09-11", "baseline": 370.0, "at": "2026-09-14T15:30:00+09:00", "date": "2026-09-14", "close": 369.0, "period": "翌営業日" }, "reaction_context_applied": {} }, "market_timeline": null, "done": true, "result_note": null }, { "id": "earnings-80140-2027-03-2Q", "title": "蝶理（8014）第2四半期（中間期）決算", "short": "蝶理決算", "date": "2026-10-30", "end_date": null, "time_jst": null, "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "scheduled", "source_url": null, "verified_at": "2026-09-07", "subject_code": "80140", "relations": [ { "code": "80140", "type": "self", "label": "蝶理" } ], "tokyo_reaction": null, "note": null, "market_view": null, "market_expectation": null, "market_result": null, "market_timeline": null, "done": false, "result_note": null }, { "id": "earnings-80160-2027-02-2Q", "title": "オンワードホールディングス（8016）第2四半期（中間期）決算", "short": "オンワードホールディングス決算", "date": "2026-10-08", "end_date": null, "time_jst": null, "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "scheduled", "source_url": null, "verified_at": "2026-08-19", "subject_code": "80160", "relations": [ { "code": "80160", "type": "self", "label": "オンワードホールディングス" } ], "tokyo_reaction": null, "note": null, "market_view": null, "market_expectation": null, "market_result": null, "market_timeline": null, "done": false, "result_note": null }, { "id": "earnings-80520-2027-03-2Q", "title": "椿本興業（8052）第2四半期（中間期）決算", "short": "椿本興業決算", "date": "2026-10-30", "end_date": null, "time_jst": null, "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "scheduled", "source_url": null, "verified_at": "2026-09-01", "subject_code": "80520", "relations": [ { "code": "80520", "type": "self", "label": "椿本興業" } ], "tokyo_reaction": null, "note": null, "market_view": null, "market_expectation": null, "market_result": null, "market_timeline": null, "done": false, "result_note": null }, { "id": "earnings-80570-2026-07-FY", "title": "内田洋行（8057）通期決算", "short": "内田洋行決算", "date": "2026-09-02", "end_date": null, "time_jst": "15:30", "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "confirmed", "source_url": null, "verified_at": "2026-09-02", "subject_code": "80570", "relations": [ { "code": "80570", "type": "self", "label": "内田洋行" } ], "tokyo_reaction": "2026-09-03", "note": null, "market_view": null, "market_expectation": null, "market_result": null, "market_timeline": null, "done": true, "result_note": null }, { "id": "earnings-80770-2026-10-3Q", "title": "トルク（8077）第3四半期決算", "short": "トルク決算", "date": "2026-09-11", "end_date": null, "time_jst": "15:30", "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "confirmed", "source_url": null, "verified_at": "2026-09-11", "subject_code": "80770", "relations": [ { "code": "80770", "type": "self", "label": "トルク" } ], "tokyo_reaction": "2026-09-14", "note": null, "market_view": null, "market_expectation": null, "market_result": { "event_id": "earnings-80770-2026-10-3Q", "event_date": "2026-09-11", "summary": "第3四半期累計は売上高162億7,200万円（前年同期比5.2％減）、営業利益5億1,400万円（同41.1％減）、経常利益6億900万円（同33.7％減）、純利益3億8,600万円（同36.4％減）だった。保存済みの市場予想がないため、予想との差は比較できない。", "meaning": "減収に加え、営業利益、経常利益、純利益はいずれも前年同期を大きく下回った。特に営業利益が4割超減少しており、収益性の悪化が警戒材料となる。", "market_reaction": "翌営業日の9/14終値は211.0円。9/11終値比-7.0円（-3.21％）。", "reaction_at": "2026-09-14T15:30:00+09:00", "sources": [ { "url": "https://tdnet-pdf.kabutan.jp/20260911/140120260910534227.pdf", "title": "2026年10月期 第3四半期決算短信〔日本基準〕（連結）", "published_on": "2026-09-11", "observed_at": "2026-09-12T03:00:09+09:00", "supports": "2025年11月～2026年7月の連結累計実績が売上高16,272百万円（前年同期比5.2％減）、営業利益514百万円（同41.1％減）、経常利益609百万円（同33.7％減）、親会社株主に帰属する四半期純利益386百万円（同36.4％減）であることを確認した。" } ], "reaction_sources": [ { "url": "https://alumina-ai.jp/calendar/data.json#earnings-80770-2026-10-3Q", "title": "値動きの観測記録", "observed_at": "2026-09-14T20:26:46.277250+09:00", "published_on": "", "supports": "price_observationに保存した同一系列の比較日時・価格。差額と騰落率はその値から算出。" } ], "market_analysis": "", "analysis_sources": [], "checked_at": "2026-09-14T20:26:46.277250+09:00", "analysis_stage": "initial", "result_checked_at": "2026-09-12T03:03:13+09:00", "reaction_method": "cached-prices-v1", "price_observation": { "series": "80770", "label": "当該銘柄", "baseline_date": "2026-09-11", "baseline": 218.0, "at": "2026-09-14T15:30:00+09:00", "date": "2026-09-14", "close": 211.0, "period": "翌営業日" }, "reaction_context_applied": {} }, "market_timeline": null, "done": true, "result_note": null }, { "id": "earnings-80790-2026-10-3Q", "title": "正栄食品工業（8079）第3四半期決算", "short": "正栄食品工業決算", "date": "2026-09-11", "end_date": null, "time_jst": "15:00", "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "confirmed", "source_url": null, "verified_at": "2026-09-11", "subject_code": "80790", "relations": [ { "code": "80790", "type": "self", "label": "正栄食品工業" } ], "tokyo_reaction": "2026-09-11", "note": null, "market_view": null, "market_expectation": null, "market_result": { "event_id": "earnings-80790-2026-10-3Q", "event_date": "2026-09-11", "summary": "第3四半期累計は売上高1,013億2,000万円（前年同期比7.2％増）、営業利益47億9,300万円（同13.6％増）、経常利益48億6,400万円（同14.0％増）、純利益35億2,000万円（同35.1％増）だった。保存済みの市場予想がないため、予想との差は比較できない。", "meaning": "第3四半期累計は増収となり、営業利益、経常利益、純利益もそろって前年同期を上回った。なかでも純利益が35.1％増と大きく伸びたことは好材料となる。", "market_reaction": "翌営業日の9/14終値は4,395.0円。9/11終値比+10.0円（+0.23％）。", "reaction_at": "2026-09-14T15:30:00+09:00", "sources": [ { "url": "https://tdnet-pdf.kabutan.jp/20260911/140120260910534591.pdf", "title": "2026年10月期 第3四半期決算短信〔日本基準〕（連結）", "published_on": "2026-09-11", "observed_at": "2026-09-12T03:00:09+09:00", "supports": "2025年11月～2026年7月の連結累計実績が売上高101,320百万円（前年同期比7.2％増）、営業利益4,793百万円（同13.6％増）、経常利益4,864百万円（同14.0％増）、親会社株主に帰属する四半期純利益3,520百万円（同35.1％増）であることを確認した。" } ], "reaction_sources": [ { "url": "https://alumina-ai.jp/calendar/data.json#earnings-80790-2026-10-3Q", "title": "値動きの観測記録", "observed_at": "2026-09-14T20:26:46.277250+09:00", "published_on": "", "supports": "price_observationに保存した同一系列の比較日時・価格。差額と騰落率はその値から算出。" } ], "market_analysis": "", "analysis_sources": [], "checked_at": "2026-09-14T20:26:46.277250+09:00", "analysis_stage": "initial", "result_checked_at": "2026-09-12T03:03:13+09:00", "reaction_method": "cached-prices-v1", "price_observation": { "series": "80790", "label": "当該銘柄", "baseline_date": "2026-09-11", "baseline": 4385.0, "at": "2026-09-14T15:30:00+09:00", "date": "2026-09-14", "close": 4395.0, "period": "翌営業日" }, "reaction_context_applied": {} }, "market_timeline": null, "done": true, "result_note": null }, { "id": "earnings-80840-2027-03-2Q", "title": "ＲＹＯＤＥＮ（8084）第2四半期（中間期）決算", "short": "ＲＹＯＤＥＮ決算", "date": "2026-10-30", "end_date": null, "time_jst": null, "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "scheduled", "source_url": null, "verified_at": "2026-09-09", "subject_code": "80840", "relations": [ { "code": "80840", "type": "self", "label": "ＲＹＯＤＥＮ" } ], "tokyo_reaction": null, "note": null, "market_view": null, "market_expectation": null, "market_result": null, "market_timeline": null, "done": false, "result_note": null }, { "id": "earnings-80950-2026-11-3Q", "title": "アステナホールディングス（8095）第3四半期決算", "short": "アステナホールディングス決算", "date": "2026-10-13", "end_date": null, "time_jst": null, "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "scheduled", "source_url": null, "verified_at": "2026-08-04", "subject_code": "80950", "relations": [ { "code": "80950", "type": "self", "label": "アステナホールディングス" } ], "tokyo_reaction": null, "note": null, "market_view": null, "market_expectation": null, "market_result": null, "market_timeline": null, "done": false, "result_note": null }, { "id": "earnings-81030-2027-03-2Q", "title": "明和産業（8103）第2四半期（中間期）決算", "short": "明和産業決算", "date": "2026-10-30", "end_date": null, "time_jst": null, "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "scheduled", "source_url": null, "verified_at": "2026-03-02", "subject_code": "81030", "relations": [ { "code": "81030", "type": "self", "label": "明和産業" } ], "tokyo_reaction": null, "note": null, "market_view": null, "market_expectation": null, "market_result": null, "market_timeline": null, "done": false, "result_note": null }, { "id": "earnings-81190-2027-03-2Q", "title": "三栄コーポレーション（8119）第2四半期（中間期）決算", "short": "三栄コーポレーション決算", "date": "2026-10-30", "end_date": null, "time_jst": null, "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "scheduled", "source_url": null, "verified_at": "2026-06-22", "subject_code": "81190", "relations": [ { "code": "81190", "type": "self", "label": "三栄コーポレーション" } ], "tokyo_reaction": null, "note": null, "market_view": null, "market_expectation": null, "market_result": null, "market_timeline": null, "done": false, "result_note": null }, { "id": "earnings-81250-2027-02-2Q", "title": "ワキタ（8125）第2四半期（中間期）決算", "short": "ワキタ決算", "date": "2026-10-08", "end_date": null, "time_jst": null, "timezone": 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"title": "伊藤忠エネクス（8133）第2四半期（中間期）決算", "short": "伊藤忠エネクス決算", "date": "2026-10-30", "end_date": null, "time_jst": null, "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "scheduled", "source_url": null, "verified_at": "2026-09-01", "subject_code": "81330", "relations": [ { "code": "81330", "type": "self", "label": "伊藤忠エネクス" } ], "tokyo_reaction": null, "note": null, "market_view": null, "market_expectation": null, "market_result": null, "market_timeline": null, "done": false, "result_note": null }, { "id": "earnings-81370-2027-03-2Q", "title": "サンワテクノス（8137）第2四半期（中間期）決算", "short": "サンワテクノス決算", "date": "2026-10-30", "end_date": null, "time_jst": null, "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "scheduled", "source_url": null, "verified_at": "2026-09-02", "subject_code": "81370", "relations": [ { "code": "81370", "type": "self", "label": "サンワテクノス" } ], "tokyo_reaction": null, "note": null, "market_view": null, "market_expectation": null, 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"https://alumina-ai.jp/calendar/data.json#earnings-89270-2026-07-FY", "title": "値動きの観測記録", "observed_at": "2026-09-15T16:50:54.432294+09:00", "published_on": "", "supports": "price_observationに保存した同一系列の比較日時・価格。差額と騰落率はその値から算出。" } ], "market_analysis": "", "analysis_sources": [], "checked_at": "2026-09-15T16:50:54.432294+09:00", "analysis_stage": "initial", "result_checked_at": "2026-09-15T11:03:24+09:00", "reaction_method": "cached-prices-v1", "price_observation": { "series": "89270", "label": "当該銘柄", "baseline_date": "2026-09-14", "baseline": 476.0, "at": "2026-09-15T15:30:00+09:00", "date": "2026-09-15", "close": 488.0, "period": "翌営業日" }, "reaction_context_applied": {} }, "market_timeline": null, "done": true, "result_note": null }, { "id": "earnings-89310-2027-02-2Q", "title": "和田興産（8931）第2四半期（中間期）決算", "short": "和田興産決算", "date": "2026-10-02", "end_date": null, "time_jst": null, "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "scheduled", "source_url": null, "verified_at": "2026-08-03", "subject_code": "89310", "relations": [ { "code": "89310", "type": "self", "label": "和田興産" } ], "tokyo_reaction": null, "note": null, "market_view": null, "market_expectation": null, "market_result": null, "market_timeline": null, "done": false, "result_note": null }, { "id": "earnings-89530-2026-08-FY", "title": "日本都市ファンド投資法人（8953）通期決算", "short": "日本都市ファンド投資法人決算", "date": "2026-10-21", "end_date": null, "time_jst": null, "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "scheduled", "source_url": null, "verified_at": "2026-08-05", "subject_code": "89530", "relations": [ { "code": "89530", "type": "self", "label": "日本都市ファンド投資法人" } ], "tokyo_reaction": null, "note": null, "market_view": null, "market_expectation": null, "market_result": null, "market_timeline": null, "done": false, "result_note": null }, { "id": "earnings-89540-2026-08-FY", "title": "オリックス不動産投資法人（8954）通期決算", "short": "オリックス不動産投資法人決算", "date": "2026-10-22", "end_date": null, "time_jst": null, "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "scheduled", "source_url": null, "verified_at": "2026-07-31", "subject_code": "89540", "relations": [ { "code": "89540", "type": "self", "label": "オリックス不動産投資法人" } ], "tokyo_reaction": null, "note": null, "market_view": null, "market_expectation": null, "market_result": null, "market_timeline": null, "done": false, "result_note": null }, { "id": "earnings-89570-2026-07-FY", "title": "東急リアル・エステート投資法人（8957）通期決算", "short": "東急リアル・エステート投資法人決算", "date": "2026-09-14", "end_date": null, "time_jst": "15:30", "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "confirmed", "source_url": null, "verified_at": "2026-09-14", "subject_code": "89570", "relations": [ { "code": "89570", "type": "self", "label": "東急リアル・エステート投資法人" } ], "tokyo_reaction": "2026-09-15", "note": null, "market_view": null, "market_expectation": null, "market_result": { "event_id": "earnings-89570-2026-07-FY", "event_date": "2026-09-14", "summary": "2026年7月期の営業収益は105億1,300万円、営業利益は60億700万円、当期純利益は55億3,300万円、1口当たり分配金は4,020円だった。保存済みの市場予想はなく、予想との差は比較できない。", "meaning": "前期比で営業収益、営業利益、当期純利益はいずれも増加し、1口当たり分配金も4,000円から4,020円へ増えた。利益の拡大と増配が確認できる内容だった。", "market_reaction": "翌営業日の9/15終値は184,800.0円。9/14終値比-200.0円（-0.11％）。", "reaction_at": "2026-09-15T15:30:00+09:00", "sources": [ { "url": "https://www.tokyu-reit.co.jp/ir/highlight", "title": "決算ハイライト｜TOKYU REIT, Inc.", "published_on": "2026-09-14", "observed_at": "2026-09-15T03:00:07+09:00", "supports": "2026年7月期（第46期）の営業収益10,513百万円、営業利益6,007百万円、当期純利益5,533百万円、1口当たり分配金4,020円を確認した。比較欄では2026年1月期が順に10,372百万円、5,645百万円、5,182百万円、4,000円と掲載されている。" } ], "reaction_sources": [ { "url": "https://alumina-ai.jp/calendar/data.json#earnings-89570-2026-07-FY", "title": "値動きの観測記録", "observed_at": "2026-09-15T16:50:54.432294+09:00", "published_on": "", "supports": "price_observationに保存した同一系列の比較日時・価格。差額と騰落率はその値から算出。" } ], "market_analysis": "", "analysis_sources": [], "checked_at": "2026-09-15T16:50:54.432294+09:00", "analysis_stage": "initial", "result_checked_at": "2026-09-15T03:02:06+09:00", "reaction_method": "cached-prices-v1", "price_observation": { "series": "89570", "label": "当該銘柄", "baseline_date": "2026-09-14", "baseline": 185000.0, "at": "2026-09-15T15:30:00+09:00", "date": "2026-09-15", "close": 184800.0, "period": "翌営業日" }, "reaction_context_applied": {} }, "market_timeline": null, "done": true, "result_note": null }, { "id": "earnings-89610-2026-08-FY", "title": "森トラストリート投資法人（8961）通期決算", "short": "森トラストリート投資法人決算", "date": "2026-10-23", "end_date": null, "time_jst": null, "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "scheduled", "source_url": null, "verified_at": "2026-08-07", "subject_code": "89610", "relations": [ { "code": "89610", "type": "self", "label": "森トラストリート投資法人" } ], "tokyo_reaction": null, "note": null, "market_view": null, "market_expectation": null, "market_result": null, "market_timeline": null, "done": false, "result_note": null }, { "id": "earnings-89670-2026-07-FY", "title": "日本ロジスティクスファンド投資法人（8967）通期決算", "short": "日本ロジスティクスファンド投資法人決算", "date": "2026-09-14", "end_date": null, "time_jst": "15:30", "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "confirmed", "source_url": null, "verified_at": "2026-09-14", "subject_code": "89670", "relations": [ { "code": "89670", "type": "self", "label": "日本ロジスティクスファンド投資法人" } ], "tokyo_reaction": "2026-09-15", "note": null, "market_view": null, "market_expectation": null, "market_result": { "event_id": "earnings-89670-2026-07-FY", "event_date": "2026-09-14", "summary": "2026年7月期の1口当たり分配金は2,365円で確定した。保存済みの市場予想はない。", "meaning": "次期の1口当たり分配金は2027年1月期2,200円、2027年7月期2,250円を予想しており、いずれも今回の確定額を下回る。", "market_reaction": "翌営業日の9/15終値は91,900.0円。9/14終値比-800.0円（-0.86％）。", "reaction_at": "2026-09-15T15:30:00+09:00", "sources": [ { "url": "https://8967.jp/", "title": "日本ロジスティクスファンド投資法人 公式サイト（最新決算・分配金情報）", "published_on": "2026-09-14", "observed_at": "2026-09-15T11:00:08+09:00", "supports": "2026年7月期の確定分配金2,365円、2027年1月期の予想分配金2,200円、2027年7月期の予想分配金2,250円を確認した。" }, { "url": "https://8967.jp/file/top_topics-cdbcdb365bf29e245f7ec7ecab6151154fdd624c.pdf", "title": "2026年7月期 決算短信（REIT）", "published_on": "2026-09-14", "observed_at": "2026-09-15T11:00:08+09:00", "supports": "公式サイトが掲載する2026年7月期決算短信として、確定分配金と次期以降の予想分配金の対象期間を照合した。" } ], "reaction_sources": [ { "url": "https://alumina-ai.jp/calendar/data.json#earnings-89670-2026-07-FY", "title": "値動きの観測記録", "observed_at": "2026-09-15T16:50:54.432294+09:00", "published_on": "", "supports": "price_observationに保存した同一系列の比較日時・価格。差額と騰落率はその値から算出。" } ], "market_analysis": "", "analysis_sources": [], "checked_at": "2026-09-15T16:50:54.432294+09:00", "analysis_stage": "initial", "result_checked_at": "2026-09-15T11:03:24+09:00", "reaction_method": "cached-prices-v1", "price_observation": { "series": "89670", "label": "当該銘柄", "baseline_date": "2026-09-14", "baseline": 92700.0, "at": "2026-09-15T15:30:00+09:00", "date": "2026-09-15", "close": 91900.0, "period": "翌営業日" }, "reaction_context_applied": {} }, "market_timeline": null, "done": true, "result_note": null }, { "id": "earnings-89680-2026-08-FY", "title": "福岡リート投資法人（8968）通期決算", "short": "福岡リート投資法人決算", "date": "2026-10-20", "end_date": null, "time_jst": null, "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "scheduled", "source_url": null, "verified_at": "2026-08-18", "subject_code": "89680", "relations": [ { "code": "89680", "type": "self", "label": "福岡リート投資法人" } ], "tokyo_reaction": null, "note": null, "market_view": null, "market_expectation": null, "market_result": null, "market_timeline": null, "done": false, "result_note": null }, { "id": "earnings-89840-2026-08-FY", "title": "大和ハウスリート投資法人（8984）通期決算", "short": "大和ハウスリート投資法人決算", "date": "2026-10-19", "end_date": null, "time_jst": null, "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "scheduled", "source_url": null, "verified_at": "2026-08-06", "subject_code": "89840", "relations": [ { "code": "89840", "type": "self", "label": "大和ハウスリート投資法人" } ], "tokyo_reaction": null, "note": null, "market_view": null, "market_expectation": null, "market_result": null, "market_timeline": null, "done": false, "result_note": null }, { "id": "earnings-90200-2027-03-2Q", "title": "東日本旅客鉄道（9020）第2四半期（中間期）決算", "short": "東日本旅客鉄道決算", "date": "2026-10-30", "end_date": null, "time_jst": null, "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "scheduled", "source_url": null, "verified_at": "2026-09-02", "subject_code": "90200", "relations": [ { "code": "90200", "type": "self", "label": "東日本旅客鉄道" }, { "code": "90220", "type": "peer", "label": "同業の決算" } ], "tokyo_reaction": null, "note": null, "market_view": null, "market_expectation": null, "market_result": null, "market_timeline": null, "done": false, "result_note": null }, { "id": "earnings-90290-2027-03-2Q", "title": "ヒガシホールディングス（9029）第2四半期（中間期）決算", "short": "ヒガシホールディングス決算", "date": "2026-10-23", "end_date": null, "time_jst": null, "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "scheduled", "source_url": null, "verified_at": "2026-09-15", "subject_code": "90290", "relations": [ { "code": "90290", "type": "self", "label": "ヒガシホールディングス" } ], "tokyo_reaction": null, "note": null, "market_view": null, "market_expectation": null, "market_result": null, "market_timeline": null, "done": false, "result_note": null }, { "id": "earnings-90370-2027-03-2Q", "title": "ハマキョウレックス（9037）第2四半期（中間期）決算", "short": "ハマキョウレックス決算", "date": "2026-10-30", "end_date": null, "time_jst": null, "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "scheduled", "source_url": null, "verified_at": "2026-09-14", "subject_code": "90370", "relations": [ { "code": "90370", "type": "self", "label": "ハマキョウレックス" } ], "tokyo_reaction": null, "note": null, "market_view": null, "market_expectation": null, "market_result": null, "market_timeline": null, "done": false, "result_note": null }, { "id": "earnings-90420-2027-03-2Q", "title": "阪急阪神ホールディングス（9042）第2四半期（中間期）決算", "short": "阪急阪神ホールディングス決算", "date": "2026-10-30", "end_date": null, "time_jst": null, "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "scheduled", "source_url": null, "verified_at": "2026-09-11", "subject_code": "90420", "relations": [ { "code": "90420", "type": "self", "label": "阪急阪神ホールディングス" } ], "tokyo_reaction": null, "note": null, "market_view": null, "market_expectation": null, "market_result": null, "market_timeline": null, "done": false, "result_note": null }, { "id": "earnings-90460-2027-03-2Q", "title": "神戸電鉄（9046）第2四半期（中間期）決算", "short": "神戸電鉄決算", "date": "2026-10-29", "end_date": null, "time_jst": null, "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "scheduled", "source_url": null, "verified_at": "2026-09-02", "subject_code": "90460", "relations": [ { "code": "90460", "type": "self", "label": "神戸電鉄" } ], "tokyo_reaction": null, "note": null, "market_view": null, "market_expectation": null, "market_result": null, "market_timeline": null, "done": false, "result_note": null }, { "id": "earnings-90650-2027-03-2Q", "title": "山九（9065）第2四半期（中間期）決算", "short": "山九決算", "date": "2026-10-30", "end_date": null, "time_jst": null, "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "scheduled", "source_url": null, "verified_at": "2026-08-31", "subject_code": "90650", "relations": [ { "code": "90650", "type": "self", "label": "山九" } ], "tokyo_reaction": null, "note": null, "market_view": null, "market_expectation": null, "market_result": null, "market_timeline": null, "done": false, "result_note": null }, { "id": "earnings-90810-2027-03-2Q", "title": "神奈川中央交通（9081）第2四半期（中間期）決算", "short": "神奈川中央交通決算", "date": "2026-10-29", "end_date": null, "time_jst": null, "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "scheduled", "source_url": null, "verified_at": "2026-09-01", "subject_code": "90810", "relations": [ { "code": "90810", "type": "self", "label": "神奈川中央交通" } ], "tokyo_reaction": null, "note": null, "market_view": null, "market_expectation": null, "market_result": null, "market_timeline": null, "done": false, "result_note": null }, { "id": "earnings-91580-2027-03-2Q", "title": "シーユーシー（9158）第2四半期（中間期）決算", "short": "シーユーシー決算", "date": "2026-10-29", "end_date": null, "time_jst": null, "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "scheduled", "source_url": null, "verified_at": "2026-09-01", "subject_code": "91580", "relations": [ { "code": "91580", "type": "self", "label": "シーユーシー" } ], "tokyo_reaction": null, "note": null, "market_view": null, "market_expectation": null, "market_result": null, "market_timeline": null, "done": false, "result_note": null }, { "id": "earnings-91630-2026-10-3Q", "title": "ナレルグループ（9163）第3四半期決算", "short": "ナレルグループ決算", "date": "2026-09-11", "end_date": null, "time_jst": "15:30", "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "confirmed", "source_url": null, "verified_at": "2026-09-11", "subject_code": "91630", "relations": [ { "code": "91630", "type": "self", "label": "ナレルグループ" } ], "tokyo_reaction": "2026-09-14", "note": null, "market_view": null, "market_expectation": null, "market_result": { "event_id": "earnings-91630-2026-10-3Q", "event_date": "2026-09-11", "summary": "2026年10月期第3四半期累計は、売上収益192億2,933万円、営業利益22億354万円、親会社の所有者に帰属する四半期利益15億1,271万円だった。保存済みの市場予想がないため、予想との差は比較できない。", "meaning": "売上収益は前年同期比7.3％増えた一方、営業利益は2.6％減、親会社の所有者に帰属する四半期利益は5.4％減となった。技術者数と契約単価の上昇が増収に寄与したものの、人材投資や成長領域への先行投資による費用増が利益を圧迫し、通期計画は据え置かれた。", "market_reaction": "翌営業日の9/14終値は2,368.0円。9/11終値比+40.0円（+1.72％）。", "reaction_at": "2026-09-14T15:30:00+09:00", "sources": [ { "url": "https://contents.xj-storage.jp/xcontents/AS05692/b7f4a730/9c80/466c/8355/bfb25a15bfae/140120260911534635.pdf", "title": "2026年10月期 第3四半期決算短信〔IFRS〕（連結）", "published_on": "2026-09-11", "observed_at": "2026-09-13T16:30:08+09:00", "supports": "2025年11月1日から2026年7月31日までの第3四半期累計について、売上収益19,229,338千円（前年同期比7.3％増）、営業利益2,203,548千円（同2.6％減）、親会社の所有者に帰属する四半期利益1,512,710千円（同5.4％減）と確認した。増収・減益の要因および2026年10月期通期予想を変更していないことも確認した。" } ], "reaction_sources": [ { "url": "https://alumina-ai.jp/calendar/data.json#earnings-91630-2026-10-3Q", "title": "値動きの観測記録", "observed_at": "2026-09-14T20:26:46.277250+09:00", "published_on": "", "supports": "price_observationに保存した同一系列の比較日時・価格。差額と騰落率はその値から算出。" } ], "market_analysis": "", "analysis_sources": [], "checked_at": "2026-09-14T20:26:46.277250+09:00", "analysis_stage": "initial", "result_checked_at": "2026-09-13T16:31:23+09:00", "reaction_method": "cached-prices-v1", "price_observation": { "series": "91630", "label": "当該銘柄", "baseline_date": "2026-09-11", "baseline": 2328.0, "at": "2026-09-14T15:30:00+09:00", "date": "2026-09-14", "close": 2368.0, "period": "翌営業日" }, "reaction_context_applied": {} }, "market_timeline": null, "done": true, "result_note": null }, { "id": "earnings-91660-2027-01-2Q", "title": "ＧＥＮＤＡ（9166）第2四半期（中間期）決算", "short": "ＧＥＮＤＡ決算", "date": "2026-09-11", "end_date": null, "time_jst": "15:30", "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "confirmed", "source_url": null, "verified_at": "2026-09-11", "subject_code": "91660", "relations": [ { "code": "91660", "type": "self", "label": "ＧＥＮＤＡ" } ], "tokyo_reaction": "2026-09-14", "note": null, "market_view": null, "market_expectation": null, "market_result": { "event_id": "earnings-91660-2027-01-2Q", "event_date": "2026-09-11", "summary": "中間期は売上高1,036.64億円、営業利益22.52億円、親会社株主に帰属する中間純損失3.22億円だった。保存済みの市場予想がないため、予想との差は算出できない。", "meaning": "売上高は前年同期比40.1％増えた一方、営業利益は30.4％減少し、最終損益は赤字に転じた。調整後EBITDAは同21.1％増の112.06億円だった。", "market_reaction": "翌営業日の9/14終値は716.0円。9/11終値比+7.0円（+0.99％）。", "reaction_at": "2026-09-14T15:30:00+09:00", "sources": [ { "url": "https://ssl4.eir-parts.net/doc/9166/tdnet/2884003/00.pdf", "title": "2027年1月期 第2四半期（中間期）決算短信〔日本基準〕（連結）", "published_on": "2026-09-11", "observed_at": "2026-09-12T16:00:08+09:00", "supports": "2026年2月1日～7月31日の中間期について、売上高103,664百万円、営業利益2,252百万円、親会社株主に帰属する中間純損失322百万円、調整後EBITDA11,206百万円を確認した。" } ], "reaction_sources": [ { "url": "https://alumina-ai.jp/calendar/data.json#earnings-91660-2027-01-2Q", "title": "値動きの観測記録", "observed_at": "2026-09-14T20:26:46.277250+09:00", "published_on": "", "supports": "price_observationに保存した同一系列の比較日時・価格。差額と騰落率はその値から算出。" } ], "market_analysis": "", "analysis_sources": [], "checked_at": "2026-09-14T20:26:46.277250+09:00", "analysis_stage": "initial", "result_checked_at": "2026-09-12T16:03:24+09:00", "reaction_method": "cached-prices-v1", "price_observation": { "series": "91660", "label": "当該銘柄", "baseline_date": "2026-09-11", "baseline": 709.0, "at": "2026-09-14T15:30:00+09:00", "date": "2026-09-14", "close": 716.0, "period": "翌営業日" }, 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"92020", "relations": [ { "code": "92020", "type": "self", "label": "ＡＮＡホールディングス" } ], "tokyo_reaction": null, "note": null, "market_view": null, "market_expectation": null, "market_result": null, "market_timeline": null, "done": false, "result_note": null }, { "id": "earnings-92150-2026-11-3Q", "title": "ＣａＳｙ（9215）第3四半期決算", "short": "ＣａＳｙ決算", "date": "2026-10-15", "end_date": null, "time_jst": null, "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "scheduled", "source_url": null, "verified_at": "2026-08-27", "subject_code": "92150", "relations": [ { "code": "92150", "type": "self", "label": "ＣａＳｙ" } ], "tokyo_reaction": null, "note": null, "market_view": null, "market_expectation": null, "market_result": null, "market_timeline": null, "done": false, "result_note": null }, { "id": "earnings-92160-2027-05-1Q", "title": "ビーウィズ（9216）第1四半期決算", "short": "ビーウィズ決算", "date": "2026-10-13", "end_date": null, "time_jst": null, "timezone": "JST", "kind": "earnings", 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"2026年7月期は売上高16億61百万円、営業損失5億43百万円、経常損失5億40百万円、純損失11億7百万円だった。保存済みの市場予想はない。", "meaning": "売上高は前期比6.0％増えた一方、各損失は前期より拡大し、自己資本は1億24百万円のマイナスとなった。2027年7月期は純利益1億30百万円への黒字転換を計画している。", "market_reaction": "翌営業日の9/15終値は411.0円。9/14終値比+2.0円（+0.49％）。", "reaction_at": "2026-09-15T15:30:00+09:00", "sources": [ { "url": "https://www.release.tdnet.info/inbs/140120260914536087.pdf", "title": "2026年7月期 決算短信〔日本基準〕（連結）", "published_on": "2026-09-14", "observed_at": "2026-09-15T11:00:08+09:00", "supports": "2026年7月期の売上高1,661百万円、営業損失543百万円、経常損失540百万円、親会社株主に帰属する当期純損失1,107百万円、自己資本マイナス124百万円と2027年7月期の会社計画を照合した。" } ], "reaction_sources": [ { "url": "https://alumina-ai.jp/calendar/data.json#earnings-92350-2026-07-FY", "title": "値動きの観測記録", "observed_at": "2026-09-15T16:50:54.432294+09:00", "published_on": "", "supports": "price_observationに保存した同一系列の比較日時・価格。差額と騰落率はその値から算出。" } ], "market_analysis": "", "analysis_sources": [], "checked_at": "2026-09-15T16:50:54.432294+09:00", "analysis_stage": "initial", "result_checked_at": "2026-09-15T11:03:24+09:00", "reaction_method": "cached-prices-v1", "price_observation": { "series": "92350", "label": "当該銘柄", "baseline_date": "2026-09-14", "baseline": 409.0, "at": "2026-09-15T15:30:00+09:00", "date": "2026-09-15", "close": 411.0, "period": "翌営業日" }, "reaction_context_applied": {} }, "market_timeline": null, "done": true, "result_note": null }, { "id": "earnings-92360-2026-10-3Q", "title": "ジャパンＭ＆Ａソリューション（9236）第3四半期決算", "short": "ジャパンＭ＆Ａソリューション決算", "date": "2026-09-11", "end_date": null, "time_jst": "15:30", "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "confirmed", "source_url": null, "verified_at": "2026-09-11", "subject_code": "92360", "relations": [ { "code": "92360", "type": "self", "label": "ジャパンＭ＆Ａソリューション" } ], "tokyo_reaction": "2026-09-14", "note": null, "market_view": null, "market_expectation": null, "market_result": { "event_id": "earnings-92360-2026-10-3Q", "event_date": "2026-09-11", "summary": "第3四半期累計は売上高6億8,704万円、営業利益1億1,766万円、経常利益1億3,531万円、四半期純利益1億752万円だった。保存済みの市場予想がないため、予想との差は比較できない。", "meaning": "前年同期の営業赤字・経常赤字から黒字へ転換し、売上高も52.1％増加した。一方、重要な後発事象として損害賠償請求訴訟が記載され、業績への影響は現時点で不明とされた。", "market_reaction": "翌営業日の9/14終値は1,325.0円。9/11終値比-96.0円（-6.76％）。", "reaction_at": "2026-09-14T15:30:00+09:00", "sources": [ { "url": "https://www.release.tdnet.info/inbs/140120260910534399.pdf", "title": "2026年10月期 第3四半期決算短信〔日本基準〕（非連結）", "published_on": "2026-09-11", "observed_at": "2026-09-12T22:00:08+09:00", "supports": "2025年11月～2026年7月の累計売上高687,040千円、営業利益117,669千円、経常利益135,319千円、四半期純利益107,521千円を確認。前年同期は営業損失78,185千円、経常損失73,505千円だった。重要な後発事象として訴訟と、業績への影響が現時点で不明である旨も確認した。" } ], "reaction_sources": [ { "url": "https://alumina-ai.jp/calendar/data.json#earnings-92360-2026-10-3Q", "title": "値動きの観測記録", "observed_at": "2026-09-14T20:26:46.277250+09:00", "published_on": "", "supports": "price_observationに保存した同一系列の比較日時・価格。差額と騰落率はその値から算出。" } ], "market_analysis": "", "analysis_sources": [], "checked_at": "2026-09-14T20:26:46.277250+09:00", "analysis_stage": "initial", "result_checked_at": "2026-09-12T22:03:14+09:00", "reaction_method": "cached-prices-v1", "price_observation": { "series": "92360", "label": "当該銘柄", "baseline_date": "2026-09-11", "baseline": 1421.0, "at": "2026-09-14T15:30:00+09:00", "date": "2026-09-14", "close": 1325.0, "period": "翌営業日" }, "reaction_context_applied": {} }, "market_timeline": null, "done": true, "result_note": null }, { "id": "earnings-92370-2026-10-3Q", "title": "笑美面（9237）第3四半期決算", "short": "笑美面決算", "date": "2026-09-14", "end_date": null, "time_jst": "16:00", "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "confirmed", "source_url": null, "verified_at": "2026-09-14", "subject_code": "92370", "relations": [ { "code": "92370", "type": "self", "label": "笑美面" } ], "tokyo_reaction": "2026-09-15", "note": null, "market_view": null, "market_expectation": null, "market_result": { "event_id": "earnings-92370-2026-10-3Q", "event_date": 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"timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "confirmed", "source_url": null, "verified_at": "2026-09-11", "subject_code": "96030", "relations": [ { "code": "96030", "type": "self", "label": "エイチ・アイ・エス" } ], "tokyo_reaction": "2026-09-14", "note": null, "market_view": null, "market_expectation": null, "market_result": { "event_id": "earnings-96030-2026-10-3Q", "event_date": "2026-09-11", "summary": "第3四半期累計は売上高2,793.00億円、営業利益51.32億円、親会社株主に帰属する四半期純損失49.90億円だった。保存済みの市場予想がないため、予想との差は算出できない。", "meaning": "売上高は前年同期比4.9％増えたが、営業利益は18.1％減少し、最終損益は前年同期の17.82億円の黒字から赤字へ転じた。旅行事業では円安や燃油高、中東情勢などが収益を圧迫した。", "market_reaction": "翌営業日の9/14終値は1,170.0円。9/11終値比-2.0円（-0.17％）。", "reaction_at": "2026-09-14T15:30:00+09:00", "sources": [ { "url": "https://www.his.co.jp/assets/n_ir_2026_3Q.pdf", "title": "2026年10月期 第3四半期決算短信〔日本基準〕（連結）", "published_on": "2026-09-11", "observed_at": "2026-09-12T16:00:08+09:00", "supports": "2025年11月1日～2026年7月31日の累計について、売上高279,300百万円、営業利益5,132百万円、親会社株主に帰属する四半期純損失4,990百万円を確認した。旅行事業の収益を円安、燃油高、中東情勢などが押し下げたとの説明も確認した。" } ], "reaction_sources": [ { "url": "https://alumina-ai.jp/calendar/data.json#earnings-96030-2026-10-3Q", "title": "値動きの観測記録", "observed_at": "2026-09-14T20:26:46.277250+09:00", "published_on": "", "supports": "price_observationに保存した同一系列の比較日時・価格。差額と騰落率はその値から算出。" } ], "market_analysis": "", "analysis_sources": [], "checked_at": "2026-09-14T20:26:46.277250+09:00", "analysis_stage": "initial", "result_checked_at": "2026-09-12T16:03:24+09:00", "reaction_method": "cached-prices-v1", "price_observation": { "series": "96030", "label": "当該銘柄", "baseline_date": "2026-09-11", "baseline": 1172.0, "at": "2026-09-14T15:30:00+09:00", "date": "2026-09-14", "close": 1170.0, "period": "翌営業日" }, "reaction_context_applied": {} }, "market_timeline": null, "done": true, "result_note": null }, { "id": "earnings-96270-2027-04-1Q", "title": "アインホールディングス（9627）第1四半期決算", "short": "アインホールディングス決算", "date": "2026-09-14", "end_date": null, "time_jst": "15:30", "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "confirmed", "source_url": null, "verified_at": "2026-09-14", "subject_code": "96270", "relations": [ { "code": "96270", "type": "self", "label": "アインホールディングス" } ], "tokyo_reaction": "2026-09-15", "note": null, "market_view": null, "market_expectation": null, "market_result": { "event_id": "earnings-96270-2027-04-1Q", "event_date": "2026-09-14", "summary": "第1四半期は売上高1,771.20億円、営業利益46.13億円、経常利益39.19億円、純利益19.75億円だった。保存済みの市場予想がないため、予想との差は比較できない。", "meaning": "売上高は前年同期比33.2％増、営業利益は8.4％増、純利益は2.3％増となった一方、経常利益は8.0％減った。ファーマシー事業が増収増益をけん引したが、リテール事業は増収ながらセグメント利益が0.9％減少した。", "market_reaction": "翌営業日の9/15終値は5,734.0円。9/14終値比-287.0円（-4.77％）。", "reaction_at": "2026-09-15T15:30:00+09:00", "sources": [ { "url": "https://www.ainj.co.jp/upload/earnings_report_2027_1q.pdf", "title": "アインホールディングス 2027年4月期 第1四半期決算短信〔日本基準〕（連結）", "published_on": "2026-09-14", 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"done": true, "result_note": null }, { "id": "earnings-96280-2026-08-FY", "title": "燦ホールディングス（9628）通期決算", "short": "燦ホールディングス決算", "date": "2026-10-15", "end_date": null, "time_jst": null, "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "scheduled", "source_url": null, "verified_at": "2026-07-31", "subject_code": "96280", "relations": [ { "code": "96280", "type": "self", "label": "燦ホールディングス" } ], "tokyo_reaction": null, "note": null, "market_view": null, "market_expectation": null, "market_result": null, "market_timeline": null, "done": false, "result_note": null }, { "id": "earnings-96320-2027-01-2Q", "title": "スバル興業（9632）第2四半期（中間期）決算", "short": "スバル興業決算", "date": "2026-09-08", "end_date": null, "time_jst": "16:00", "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "confirmed", "source_url": null, "verified_at": "2026-09-08", "subject_code": "96320", "relations": [ { "code": "96320", "type": "self", "label": "スバル興業" } ], "tokyo_reaction": "2026-09-09", "note": null, "market_view": null, "market_expectation": null, "market_result": { "event_id": "earnings-96320-2027-01-2Q", "event_date": "2026-09-08", "summary": "中間期は売上高151.63億円（前年同期比3.5％増）でしたが、営業利益は24.59億円（11.5％減）、純利益は16.99億円（11.1％減）でした。", "meaning": "増収は安心材料ですが、主力の道路関連事業で前年に計上した価格スライド分が剥落し、利益が減った点は警戒材料です。通期予想は据え置かれており、下期に採算を維持・改善できるか確認が必要です。", "market_reaction": "翌営業日の9/9終値は3,505.0円。9/8終値比-50.0円（-1.41％）。", "reaction_at": "2026-09-09T15:30:00+09:00", "sources": [ { "url": "https://subaru-kougyou.jp/ir/ir_record/41dc476e8729875c8d3549ff4d11eace228e3989.pdf", "title": "2027年1月期 第2四半期（中間期）決算短信〔日本基準〕（連結）", "published_on": "2026-09-08", "observed_at": "2026-09-11T03:30:05+09:00", "supports": "2026年2月1日～7月31日の売上高151.63億円、営業利益24.59億円、純利益16.99億円と各前年同期比、道路関連事業の減益要因、および通期予想据え置きを確認。" } ], "reaction_sources": [ { "url": "https://alumina-ai.jp/calendar/data.json#earnings-96320-2027-01-2Q", "title": "値動きの観測記録", "observed_at": "2026-09-11T21:26:22.365054+09:00", "published_on": "", "supports": "price_observationに保存した同一系列の比較日時・価格。差額と騰落率はその値から算出。" } ], "checked_at": "2026-09-11T21:26:22.365054+09:00", "result_checked_at": "2026-09-11T03:32:42+09:00", "reaction_method": "cached-prices-v1", "price_observation": { "series": "96320", "label": "当該銘柄", "baseline_date": "2026-09-08", "baseline": 3555.0, "at": "2026-09-09T15:30:00+09:00", "date": "2026-09-09", "close": 3505.0, "period": "翌営業日" }, "reaction_context_applied": {} }, "market_timeline": null, "done": true, "result_note": null }, { "id": "earnings-96360-2027-01-2Q", "title": "きんえい（9636）第2四半期（中間期）決算", "short": "きんえい決算", "date": "2026-09-08", "end_date": null, "time_jst": "15:30", "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "confirmed", "source_url": null, "verified_at": "2026-09-08", "subject_code": "96360", "relations": [ { "code": "96360", "type": "self", "label": "きんえい" } ], "tokyo_reaction": "2026-09-09", "note": null, "market_view": null, "market_expectation": null, 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"ＧＸウラニウム決算", "date": "2026-09-07", "end_date": null, "time_jst": "11:00", "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "confirmed", "source_url": null, "verified_at": "2026-09-07", "subject_code": "224A0", "relations": [ { "code": "224A0", "type": "self", "label": "ＧＸウラニウム" } ], "tokyo_reaction": "2026-09-07", "note": null, "market_view": null, "market_expectation": null, "market_result": null, "market_timeline": null, "done": true, "result_note": null }, { "id": "earnings-25640-2026-07-FY", "title": "ＧＸスーパーディビ（2564）通期決算", "short": "ＧＸスーパーディビ決算", "date": "2026-09-07", "end_date": null, "time_jst": "11:00", "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "confirmed", "source_url": null, "verified_at": "2026-09-07", "subject_code": "25640", "relations": [ { "code": "25640", "type": "self", "label": "ＧＸスーパーディビ" } ], "tokyo_reaction": "2026-09-07", "note": null, "market_view": null, "market_expectation": null, "market_result": null, "market_timeline": null, "done": true, "result_note": null }, { "id": "earnings-28490-2026-07-FY", "title": "ＧＸ高配当ＥＳＧ日株（2849）通期決算", "short": "ＧＸ高配当ＥＳＧ日株決算", "date": "2026-09-07", "end_date": null, "time_jst": "11:00", "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "confirmed", "source_url": null, "verified_at": "2026-09-07", "subject_code": "28490", "relations": [ { "code": "28490", "type": "self", "label": "ＧＸ高配当ＥＳＧ日株" } ], "tokyo_reaction": "2026-09-07", "note": null, "market_view": null, "market_expectation": null, "market_result": null, "market_timeline": null, "done": true, "result_note": null }, { "id": "earnings-26270-2026-07-FY", "title": "ＧＸｅコマース日株（2627）通期決算", "short": "ＧＸｅコマース日株決算", "date": "2026-09-07", "end_date": null, "time_jst": "11:00", "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "confirmed", "source_url": null, "verified_at": "2026-09-07", "subject_code": "26270", "relations": [ { "code": "26270", "type": "self", "label": "ＧＸｅコマース日株" } ], "tokyo_reaction": "2026-09-07", "note": null, "market_view": null, "market_expectation": null, "market_result": null, "market_timeline": null, "done": true, "result_note": null }, { "id": "earnings-223A0-2026-07-FY", "title": "ＧＸＡＩビッグデータ（223A）通期決算", "short": "ＧＸＡＩビッグデータ決算", "date": "2026-09-07", "end_date": null, "time_jst": "11:00", "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "confirmed", "source_url": null, "verified_at": "2026-09-07", "subject_code": "223A0", "relations": [ { "code": "223A0", "type": "self", "label": "ＧＸＡＩビッグデータ" } ], "tokyo_reaction": "2026-09-07", "note": null, "market_view": null, "market_expectation": null, "market_result": null, "market_timeline": null, "done": true, "result_note": null }, { "id": "earnings-426A0-2026-07-FY", "title": "ＳＰ５００ＥＷＨ無（426A）通期決算", "short": "ＳＰ５００ＥＷＨ無決算", "date": "2026-09-08", "end_date": null, "time_jst": "08:00", "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "confirmed", "source_url": null, "verified_at": "2026-09-08", "subject_code": "426A0", "relations": [ { "code": "426A0", "type": "self", "label": "ＳＰ５００ＥＷＨ無" } ], "tokyo_reaction": "2026-09-08", "note": null, "market_view": null, "market_expectation": null, "market_result": null, "market_timeline": null, "done": true, "result_note": null }, { "id": "earnings-272A0-2027-04-1Q", "title": "グリーンクロスＨＤ（272A）第1四半期決算", "short": "グリーンクロスＨＤ決算", "date": "2026-09-10", "end_date": null, "time_jst": "15:00", "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "confirmed", "source_url": null, "verified_at": "2026-09-10", "subject_code": "272A0", "relations": [ { "code": "272A0", "type": "self", "label": "グリーンクロスＨＤ" } ], "tokyo_reaction": "2026-09-10", "note": null, "market_view": null, "market_expectation": null, "market_result": { "event_id": "earnings-272A0-2027-04-1Q", "event_date": "2026-09-10", "summary": "第1四半期は売上高79億2,200万円、営業利益4億200万円、経常利益4億1,300万円、親会社株主に帰属する四半期純利益2億4,400万円だった。保存済みの市場予想がないため、予想との差は比較できない。", "meaning": "売上高は前年同期比5.9％増、営業利益は5.5％増、経常利益は7.3％増、親会社株主に帰属する四半期純利益は3.0％増と、増収増益だった。通期業績予想は据え置かれた。", "market_reaction": "", "reaction_at": "", "sources": [ { "url": "https://green-cross-hd.co.jp/wp-content/uploads/2026/09/%E7%AC%AC3%E6%9C%9F%E7%AC%AC1%E5%9B%9B%E5%8D%8A%E6%9C%9F%E6%B1%BA%E7%AE%97%E7%9F%AD%E4%BF%A1%E5%85%A8%E6%96%87%EF%BC%880910%EF%BC%89.pdf", "title": "令和9年4月期 第1四半期決算短信〔日本基準〕（連結）", "published_on": "2026-09-10", "observed_at": "2026-09-12T13:30:08+09:00", "supports": "2026年5月1日～7月31日の売上高7,922百万円、営業利益402百万円、経常利益413百万円、親会社株主に帰属する四半期純利益244百万円と各前年同期比を確認した。2026年6月11日公表の通期業績予想から変更がないことも確認した。" } ], "reaction_sources": [], "market_analysis": "", "analysis_sources": [], "checked_at": "2026-09-12T13:32:01+09:00", "analysis_stage": "initial" }, "market_timeline": null, "done": true, "result_note": null }, { "id": "earnings-62250-2026-07-FY", "title": "エコム（6225）通期決算", "short": "エコム決算", "date": "2026-09-11", "end_date": null, "time_jst": "15:30", "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "confirmed", "source_url": null, "verified_at": "2026-09-11", "subject_code": "62250", "relations": [ { "code": "62250", "type": "self", "label": "エコム" } ], "tokyo_reaction": "2026-09-14", "note": null, "market_view": null, "market_expectation": null, "market_result": { "event_id": "earnings-62250-2026-07-FY", "event_date": "2026-09-11", "summary": "2026年7月期は売上高26億6,400万円、営業利益5億2,400万円、経常利益5億3,000万円、当期純利益3億5,300万円だった。保存済みの市場予想がないため、予想との差は算出できない。", "meaning": "売上高は前期比0.9％増にとどまった一方、営業利益は40.2％増、経常利益は41.0％増となり、収益性が大きく改善した。半導体製造関連設備の需要取り込みや高付加価値製品への注力に加え、保守サービス事業の堅調な受注が利益を支えた。", "market_reaction": "", "reaction_at": "", "sources": [ { "url": "https://www.release.tdnet.info/inbs/140120260911534845.pdf", "title": "2026年7月期 決算短信〔日本基準〕（非連結）", "published_on": "2026-09-11", "observed_at": "2026-09-12T01:30:09+09:00", "supports": "2026年7月期の売上高2,664百万円、営業利益524百万円、経常利益530百万円、当期純利益353百万円と各前期比を確認した。半導体製造関連設備の需要、高付加価値なオーダーメイド製品への注力、保守サービス事業の堅調な受注に関する説明も確認した。" } ], "reaction_sources": [], "market_analysis": "", "analysis_sources": [], "checked_at": "2026-09-12T01:32:44+09:00", "analysis_stage": "initial" }, "market_timeline": null, "done": true, "result_note": null }, { "id": "earnings-34830-2026-07-FY", "title": "Ｐ－翔栄（3483）通期決算", "short": "Ｐ－翔栄決算", "date": "2026-09-11", "end_date": null, "time_jst": "17:00", "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "confirmed", "source_url": null, "verified_at": "2026-09-11", "subject_code": "34830", "relations": [ { "code": "34830", "type": "self", "label": "Ｐ－翔栄" } ], "tokyo_reaction": "2026-09-14", "note": null, "market_view": null, "market_expectation": null, "market_result": null, "market_timeline": null, "done": true, "result_note": null }, { "id": "earnings-461A0-2026-08-FY", "title": "ＭＸ日株高配ＳＭＡＲ（461A）通期決算", "short": "ＭＸ日株高配ＳＭＡＲ決算", "date": "2026-09-14", "end_date": null, "time_jst": "10:10", "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "confirmed", "source_url": null, "verified_at": "2026-09-14", "subject_code": "461A0", "relations": [ { "code": "461A0", "type": "self", "label": "ＭＸ日株高配ＳＭＡＲ" } ], "tokyo_reaction": "2026-09-14", "note": null, "market_view": null, "market_expectation": null, "market_result": null, "market_timeline": null, "done": true, "result_note": null }, { "id": "earnings-34190-2026-10-3Q", "title": "アートグリーン（3419）第3四半期決算", "short": "アートグリーン決算", "date": "2026-09-14", "end_date": null, "time_jst": "15:00", "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "confirmed", "source_url": null, "verified_at": "2026-09-14", "subject_code": "34190", "relations": [ { "code": "34190", "type": "self", "label": "アートグリーン" } ], "tokyo_reaction": "2026-09-14", "note": null, "market_view": null, "market_expectation": null, "market_result": { "event_id": "earnings-34190-2026-10-3Q", "event_date": "2026-09-14", "summary": "2026年10月期第3四半期累計は、売上高20億4,200万円、営業利益3,500万円、経常利益3,400万円、純利益2,000万円だった。保存済みの市場予想はなく、予想との差は比較できない。", "meaning": "売上高は前年同期比6.0％増えた一方、営業利益は8.2％減、経常利益は6.4％減、純利益は3.5％減となり、増収を利益拡大につなげられなかった。", "market_reaction": "", "reaction_at": "", "sources": [ { "url": "https://financialfilings.com/filings/artgreen-coltd/interim-quarterly-report/2026/59928051/", "title": "アートグリーン株式会社 2026年10月期 第3四半期決算短信〔日本基準〕（連結）", "published_on": "2026-09-14", "observed_at": "2026-09-16T09:30:07+09:00", "supports": "会社作成の決算短信で、2025年11月1日から2026年7月31日までの第3四半期累計が売上高2,042百万円（前年同期比6.0％増）、営業利益35百万円（同8.2％減）、経常利益34百万円（同6.4％減）、親会社株主に帰属する四半期純利益20百万円（同3.5％減）であることを確認した。" } ], "reaction_sources": [], "market_analysis": "", "analysis_sources": [], "checked_at": "2026-09-16T09:32:03+09:00", "analysis_stage": "initial" }, "market_timeline": null, "done": true, "result_note": null }, { "id": "earnings-92510-2026-10-3Q", "title": "Ｇ－ＡＢ＆Ｃ（9251）第3四半期決算", "short": "Ｇ－ＡＢ＆Ｃ決算", "date": "2026-09-14", "end_date": null, "time_jst": "15:30", "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "confirmed", "source_url": null, "verified_at": "2026-09-14", "subject_code": "92510", "relations": [ { "code": "92510", "type": "self", "label": "Ｇ－ＡＢ＆Ｃ" } ], "tokyo_reaction": "2026-09-15", "note": null, "market_view": null, "market_expectation": null, "market_result": { "event_id": "earnings-92510-2026-10-3Q", "event_date": "2026-09-14", "summary": "第3四半期累計は売上収益165億77百万円、営業利益20億82百万円、親会社の所有者に帰属する四半期利益12億58百万円だった。保存済みの市場予想はない。", "meaning": "売上収益は前年同期比16.8％増、営業利益は57.7％増となった。M&Aに伴う直営美容室の増収や減価償却費の減少が利益を押し上げた一方、インテリアデザイン事業はセグメント損失となった。", "market_reaction": "翌営業日の9/15終値は1,602.0円。9/14終値比+90.0円（+5.95％）。", "reaction_at": "2026-09-15T15:30:00+09:00", "sources": [ { "url": "https://finance-frontend-pc-dist.west.edge.storage-yahoo.jp/disclosure/20260914/20260914535568.pdf", "title": "2026年10月期 第3四半期決算短信〔IFRS〕（連結）", "published_on": "2026-09-14", "observed_at": "2026-09-16T01:00:07+09:00", "supports": "2025年11月から2026年7月までの累計売上収益165億77百万円、営業利益20億82百万円、親会社の所有者に帰属する四半期利益12億58百万円と各前年同期比を確認した。M&Aに伴う直営美容室の増収、減価償却費の減少、インテリアデザイン事業のセグメント損失も確認した。" } ], "reaction_sources": [ { "url": "https://alumina-ai.jp/calendar/data.json#earnings-92510-2026-10-3Q", "title": "値動きの観測記録", "observed_at": "2026-09-16T01:02:33.613662+09:00", "published_on": "", "supports": "price_observationに保存した同一系列の比較日時・価格。差額と騰落率はその値から算出。" } ], "market_analysis": "", "analysis_sources": [], "checked_at": "2026-09-16T01:02:33.613662+09:00", "analysis_stage": "initial", "result_checked_at": "2026-09-16T01:02:33+09:00", "reaction_method": "cached-prices-v1", "price_observation": { "series": "92510", "label": "当該銘柄", "baseline_date": "2026-09-14", "baseline": 1512.0, "at": "2026-09-15T15:30:00+09:00", "date": "2026-09-15", "close": 1602.0, "period": "翌営業日" }, "reaction_context_applied": {} }, "market_timeline": null, "done": true, "result_note": null }, { "id": "earnings-391A0-2027-04-1Q", "title": "山忠（391A）第1四半期決算", "short": "山忠決算", "date": "2026-09-14", "end_date": null, "time_jst": "15:30", "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "confirmed", "source_url": null, "verified_at": "2026-09-14", "subject_code": "391A0", "relations": [ { "code": "391A0", "type": "self", "label": "山忠" } ], "tokyo_reaction": "2026-09-15", "note": null, "market_view": null, "market_expectation": null, "market_result": { "event_id": "earnings-391A0-2027-04-1Q", "event_date": "2026-09-14", "summary": "第1四半期は売上高12億3,000万円、営業利益1億8,400万円、経常利益1億5,800万円、純利益1億4,000万円だった。保存済みの市場予想がないため、予想との差は比較できない。", "meaning": "前年同期比で売上高は8.8％、営業利益は22.4％、経常利益は21.4％、純利益は20.0％減少し、減収減益となった。通期会社計画に対する進捗率は売上高20.2％、営業利益21.3％だった。", "market_reaction": "", "reaction_at": "", "sources": [ { "url": "https://www.release.tdnet.info/inbs/140120260911535365.pdf", "title": "2027年4月期 第1四半期決算短信", "published_on": "2026-09-14", "observed_at": "2026-09-15T07:30:08+09:00", "supports": "第1四半期の売上高1,230百万円、営業利益184百万円、経常利益158百万円、四半期純利益140百万円を確認。前年同期実績はそれぞれ1,348百万円、237百万円、201百万円、175百万円であることも照合した。" } ], "reaction_sources": [], "market_analysis": "", "analysis_sources": [], "checked_at": "2026-09-15T07:34:05+09:00", "analysis_stage": "initial" }, "market_timeline": null, "done": true, "result_note": null }, { "id": "earnings-50750-2027-01-2Q", "title": "アップコン（5075）第2四半期（中間期）決算", "short": "アップコン決算", "date": "2026-09-14", "end_date": null, "time_jst": "15:30", "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "confirmed", "source_url": null, "verified_at": "2026-09-14", "subject_code": "50750", "relations": [ { "code": "50750", "type": "self", "label": "アップコン" } ], "tokyo_reaction": "2026-09-15", "note": null, "market_view": null, "market_expectation": null, "market_result": { "event_id": "earnings-50750-2027-01-2Q", "event_date": "2026-09-14", "summary": "中間期は売上高5億9,400万円、営業利益1億7,200万円、経常利益1億7,300万円、純利益1億2,200万円で、前年同期比はそれぞれ11.7％減、34.2％減、34.7％減、35.6％減だった。保存済みの市場予想がないため、予想との差は算定できない。", "meaning": "減収に加えて各利益が3割超減少しており、収益面では警戒材料となる内容だった。一方、通期業績予想は据え置かれた。", "market_reaction": "", "reaction_at": "", "sources": [ { "url": "https://tdnet-pdf.kabutan.jp/20260914/140120260911535241.pdf", "title": "2027年1月期 第2四半期（中間期）決算短信〔日本基準〕（非連結）", "published_on": "2026-09-14", "observed_at": "2026-09-16T05:30:06+09:00", "supports": "2026年2月1日から7月31日までの中間期について、売上高594百万円、営業利益172百万円、経常利益173百万円、中間純利益122百万円と確認。前年同期比は順に11.7％減、34.2％減、34.7％減、35.6％減で、通期予想に修正がないことも確認した。" } ], "reaction_sources": [], "market_analysis": "", "analysis_sources": [], "checked_at": "2026-09-16T05:32:21+09:00", "analysis_stage": "initial" }, "market_timeline": null, "done": true, "result_note": null }, { "id": "earnings-40530-2026-12-2Q", "title": "サンアスタリスク（4053）第2四半期（中間期）決算", "short": "サンアスタリスク決算", "date": "2026-09-14", "end_date": null, "time_jst": "15:30", "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "confirmed", "source_url": null, "verified_at": "2026-09-14", "subject_code": "40530", "relations": [ { "code": "40530", "type": "self", "label": "サンアスタリスク" } ], "tokyo_reaction": "2026-09-15", "note": null, "market_view": null, "market_expectation": null, "market_result": { "event_id": "earnings-40530-2026-12-2Q", "event_date": "2026-09-14", "summary": "中間期は売上高88億8,100万円、営業利益10億400万円、経常利益11億8,900万円、純利益7億9,200万円だった。保存済みの市場予想がないため、予想との差は比較できない。", "meaning": "前年同期比で売上高は25.8％増、営業利益は約2.4倍、経常利益は約2.6倍、純利益は約2.3倍となり、増収と大幅な増益を確保した。", "market_reaction": "翌営業日の9/15終値は469.0円。9/14終値比+9.0円（+1.96％）。", "reaction_at": "2026-09-15T15:30:00+09:00", "sources": [ { "url": "https://www.release.tdnet.info/inbs/140120260914536025.pdf", "title": "2026年12月期 第2四半期（中間期）決算短信〔日本基準〕（連結）", "published_on": "2026-09-14", "observed_at": "2026-09-15T07:30:08+09:00", "supports": "中間期の売上高8,881百万円、営業利益1,004百万円、経常利益1,189百万円、親会社株主に帰属する中間純利益792百万円を確認。前年同期実績はそれぞれ7,058百万円、415百万円、452百万円、347百万円であることも照合した。" } ], "reaction_sources": [ { "url": "https://alumina-ai.jp/calendar/data.json#earnings-40530-2026-12-2Q", "title": "値動きの観測記録", "observed_at": "2026-09-15T16:50:54.432294+09:00", "published_on": "", "supports": "price_observationに保存した同一系列の比較日時・価格。差額と騰落率はその値から算出。" } ], "market_analysis": "", "analysis_sources": [], "checked_at": "2026-09-15T16:50:54.432294+09:00", "analysis_stage": "initial", "result_checked_at": "2026-09-15T07:34:05+09:00", "reaction_method": "cached-prices-v1", "price_observation": { "series": "40530", "label": "当該銘柄", "baseline_date": "2026-09-14", "baseline": 460.0, "at": "2026-09-15T15:30:00+09:00", "date": "2026-09-15", "close": 469.0, "period": "翌営業日" }, "reaction_context_applied": {} }, "market_timeline": null, "done": true, "result_note": null }, { "id": "earnings-324A0-2027-04-1Q", "title": "Ｇ－ブッキングＲ（324A）第1四半期決算", "short": "Ｇ－ブッキングＲ決算", "date": "2026-09-14", "end_date": null, "time_jst": "15:30", "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "confirmed", "source_url": null, "verified_at": "2026-09-14", "subject_code": "324A0", "relations": [ { "code": "324A0", "type": "self", "label": "Ｇ－ブッキングＲ" } ], "tokyo_reaction": "2026-09-15", "note": null, "market_view": null, "market_expectation": null, "market_result": null, "market_timeline": null, "done": true, "result_note": null }, { "id": "earnings-588A0-2026-07-FY", "title": "Ｓ－アットマークテクノ（588A）通期決算", "short": "Ｓ－アットマークテクノ決算", "date": "2026-09-14", "end_date": null, "time_jst": "16:00", "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "confirmed", "source_url": null, "verified_at": "2026-09-14", "subject_code": "588A0", "relations": [ { "code": "588A0", "type": "self", "label": "Ｓ－アットマークテクノ" } ], "tokyo_reaction": "2026-09-15", "note": null, "market_view": null, "market_expectation": null, "market_result": { "event_id": "earnings-588A0-2026-07-FY", "event_date": "2026-09-14", "summary": "2026年7月期は売上高18億6,300万円、営業利益9,000万円、経常利益6,500万円、当期純利益5,700万円だった。保存済みの市場予想がないため、予想との差は比較できない。", "meaning": "売上高は前期比0.1％増にとどまった一方、営業利益は38.3％増、当期純利益は52.6％増となった。案件の翌期へのずれで売上高が伸び悩んだものの、販管費の削減で利益が改善した。", "market_reaction": "", "reaction_at": "", "sources": [ { "url": "https://www.sse.or.jp/wp-content/uploads/2026/09/atmark2026.07.pdf", "title": "2026年7月期 決算短信〔日本基準〕（非連結）", "published_on": "2026-09-14", "observed_at": "2026-09-15T09:30:07+09:00", "supports": "2026年7月期の売上高1,863百万円、営業利益90百万円、経常利益65百万円、当期純利益57百万円と各前期比を確認した。案件の翌期へのずれと販管費削減についても確認した。" } ], "reaction_sources": [], "market_analysis": "", "analysis_sources": [], "checked_at": "2026-09-15T09:33:30+09:00", "analysis_stage": "initial" }, "market_timeline": null, "done": true, "result_note": null }, { "id": "earnings-70500-2027-04-1Q", "title": "フロンティアインターナショナル（7050）第1四半期決算", "short": "フロンティアインターナショナル決算", "date": "2026-09-14", "end_date": null, "time_jst": "16:00", "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "confirmed", "source_url": null, "verified_at": "2026-09-14", "subject_code": "70500", "relations": [ { "code": "70500", "type": "self", "label": "フロンティアインターナショナル" } ], "tokyo_reaction": "2026-09-15", "note": null, "market_view": null, "market_expectation": null, "market_result": { "event_id": "earnings-70500-2027-04-1Q", "event_date": "2026-09-14", "summary": "第1四半期は売上高74億1,200万円、営業利益5億6,200万円、経常利益5億7,800万円、親会社株主に帰属する四半期純利益3億3,300万円だった。保存済みの市場予想がないため、予想との差は比較できない。", "meaning": "売上高は前年同期比30.2％増、営業利益は同134.4％増となった。大型案件の継続受注やゲーム・IP関連の受注などにより、増収と大幅増益を確保した。", "market_reaction": "翌営業日の9/15終値は1,532.0円。9/14終値比+90.0円（+6.24％）。", "reaction_at": "2026-09-15T15:30:00+09:00", "sources": [ { "url": "https://finance-frontend-pc-dist.west.edge.storage-yahoo.jp/disclosure/20260914/20260911535269.pdf", "title": "2027年4月期 第1四半期決算短信〔日本基準〕（連結）", "published_on": "2026-09-14", "observed_at": "2026-09-15T17:14:01+09:00", "supports": "2026年5月1日から7月31日までの連結実績が、売上高7,412百万円、営業利益562百万円、経常利益578百万円、親会社株主に帰属する四半期純利益333百万円であることを確認。前年同期比は売上高30.2％増、営業利益134.4％増で、大型案件やゲーム・IP関連の受注などに関する説明も確認した。" } ], "reaction_sources": [ { "url": "https://alumina-ai.jp/calendar/data.json#earnings-70500-2027-04-1Q", "title": "値動きの観測記録", "observed_at": "2026-09-15T17:17:39.699295+09:00", "published_on": "", "supports": "price_observationに保存した同一系列の比較日時・価格。差額と騰落率はその値から算出。" } ], "market_analysis": "", "analysis_sources": [], "checked_at": "2026-09-15T17:17:39.699295+09:00", "analysis_stage": "initial", "result_checked_at": "2026-09-15T17:17:39+09:00", "reaction_method": "cached-prices-v1", "price_observation": { "series": "70500", "label": "当該銘柄", "baseline_date": "2026-09-14", "baseline": 1442.0, "at": "2026-09-15T15:30:00+09:00", "date": "2026-09-15", "close": 1532.0, "period": "翌営業日" }, "reaction_context_applied": {} }, "market_timeline": null, "done": true, "result_note": null }, { "id": "earnings-359A0-2026-07-FY", "title": "Ｐ－ネクストステージ（359A）通期決算", "short": "Ｐ－ネクストステージ決算", "date": "2026-09-14", "end_date": null, "time_jst": "18:00", "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "confirmed", "source_url": null, "verified_at": "2026-09-14", "subject_code": "359A0", "relations": [ { "code": "359A0", "type": "self", "label": "Ｐ－ネクストステージ" } ], "tokyo_reaction": "2026-09-15", "note": null, "market_view": null, "market_expectation": null, "market_result": null, "market_timeline": null, "done": true, "result_note": null }, { "id": "earnings-525A0-2026-07-FY", "title": "Ｐ－ｍａｎｅｂｉ（525A）通期決算", "short": "Ｐ－ｍａｎｅｂｉ決算", "date": "2026-09-14", "end_date": null, "time_jst": "18:00", "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "confirmed", "source_url": null, "verified_at": "2026-09-14", "subject_code": "525A0", "relations": [ { "code": "525A0", "type": "self", "label": "Ｐ－ｍａｎｅｂｉ" } ], "tokyo_reaction": "2026-09-15", "note": null, "market_view": null, "market_expectation": null, "market_result": null, "market_timeline": null, "done": true, "result_note": null }, { "id": "earnings-411A0-2027-01-2Q", "title": "Ｐ－マリタイムバンク（411A）第2四半期（中間期）決算", "short": "Ｐ－マリタイムバンク決算", "date": "2026-09-15", "end_date": null, "time_jst": "15:30", "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "confirmed", "source_url": null, "verified_at": "2026-09-15", "subject_code": "411A0", "relations": [ { "code": "411A0", "type": "self", "label": "Ｐ－マリタイムバンク" } ], "tokyo_reaction": "2026-09-16", "note": null, "market_view": null, "market_expectation": null, "market_result": { "event_id": "earnings-411A0-2027-01-2Q", "event_date": "2026-09-15", "summary": "中間期は売上高6.76億円、営業利益0.99億円、経常利益1.29億円、親会社株主に帰属する中間純利益1.02億円だった。保存済みの市場予想はない。", "meaning": "売上高は前年同期比11.4％減、営業利益は56.9％減となった一方、経常利益は11.0％増えた。コミッション事業の減収が本業の利益を圧迫しており、営業面では警戒材料が残る。", "market_reaction": "", "reaction_at": "", "sources": [ { "url": "https://corporate.nmb.co.jp/wp-content/uploads/2026/09/260915_2.pdf", "title": "2027年1月期 中間決算短信〔日本基準〕（連結）", "published_on": "2026-09-15", "observed_at": "2026-09-16T07:30:08+09:00", "supports": "2027年1月期中間期の売上高676百万円、営業利益99百万円、経常利益129百万円、親会社株主に帰属する中間純利益102百万円と各前年同期比を確認した。コミッション事業の売上高が前年同期比27.5％減、セグメント利益が45.6％減となったこと、為替差益25百万円の計上も確認した。" } ], "reaction_sources": [], "market_analysis": "", "analysis_sources": [], "checked_at": "2026-09-16T07:32:12+09:00", "analysis_stage": "initial" }, "market_timeline": null, "done": true, "result_note": null }, { "id": "earnings-28460-release-2026-09-16", "title": "ダウヘッジ有（2846）決算発表（対象期確認中）", "short": "ダウヘッジ有決算", "date": "2026-09-16", "end_date": null, "time_jst": "13:00", "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "confirmed", "source_url": null, "verified_at": "2026-09-16", "subject_code": "28460", "relations": [ { "code": "28460", "type": "self", "label": "ダウヘッジ有" } ], "tokyo_reaction": "2026-09-16", "note": null, "market_view": null, "market_expectation": null, "market_result": null, "market_timeline": null, "done": true, "result_note": null }, { "id": "earnings-28450-release-2026-09-16", "title": "ナスダックヘッジ有（2845）決算発表（対象期確認中）", "short": "ナスダックヘッジ有決算", "date": "2026-09-16", "end_date": null, "time_jst": "13:00", "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "confirmed", "source_url": null, "verified_at": "2026-09-16", "subject_code": "28450", "relations": [ { "code": "28450", "type": "self", "label": "ナスダックヘッジ有" } ], "tokyo_reaction": "2026-09-16", "note": null, "market_view": null, "market_expectation": null, "market_result": null, "market_timeline": null, "done": true, "result_note": null }, { "id": "earnings-16780-release-2026-09-16", "title": "ＮＦインド株（1678）決算発表（対象期確認中）", "short": "ＮＦインド株決算", "date": "2026-09-16", "end_date": null, "time_jst": "13:00", "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "confirmed", "source_url": null, "verified_at": "2026-09-16", "subject_code": "16780", "relations": [ { "code": 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"time_jst": "11:00", "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "confirmed", "source_url": null, "verified_at": "2026-09-17", "subject_code": "443A0", "relations": [ { "code": "443A0", "type": "self", "label": "ｉＦＪリート２" } ], "tokyo_reaction": "2026-09-17", "note": null, "market_view": null, "market_expectation": null, "market_result": null, "market_timeline": null, "done": true, "result_note": null }, { "id": "earnings-49230-2027-03-1Q", "title": "ＣＯＴＡ（4923）第1四半期決算", "short": "ＣＯＴＡ決算", "date": "2026-09-17", "end_date": null, "time_jst": "16:00", "timezone": "JST", "kind": "earnings", "importance": "低", "certainty": "confirmed", "source_url": null, "verified_at": "2026-09-17", "subject_code": "49230", "relations": [ { "code": "49230", "type": "self", "label": "ＣＯＴＡ" } ], "tokyo_reaction": "2026-09-18", "note": null, "market_view": null, "market_expectation": null, "market_result": null, "market_timeline": null, "done": true, "result_note": null }, { "id": "fiteasy-next", "title": "フィットイージー(212A) 次回決算", "date": null, "date_range": "会社発表待ち", "kind": "est", "certainty": "est", "relations": [ { "code": "212A0", "type": "self", "label": "フィットイージー本体" } ], "note": "発表日が会社から正式公表され次第、確定日として載せます(推測の日付は載せません)" }, { "id": "curves-fy-2026", "title": "カーブスHD(7085) 本決算", "date": null, "date_range": "10月中旬(例年)", "kind": "est", "certainty": "est", "relations": [ { "code": "212A0", "type": "peer", "label": "フィットイージーの同業" } ], "note": "8月期決算。例年10月中旬発表(前年実績ベース)" }, { "id": "cyber-law-phase-in", "title": "サイバー対処能力強化法が順次施行(能動的サイバー防御)", "date": null, "date_range": "2026年10月〜", "kind": "est", "certainty": "est", "relations": [ { "code": "36920", "type": "theme", "label": "政府向けサイバー安全保障需要の制度的土台" } ], "note": "FFRIセキュリティの決算説明資料(2026年5月)に記載の政策日程。具体的な施行日・調達の動きは決まり次第載せます" }, { "id": "boei-gaisan-2027", "title": "防衛省 概算要求(2027年度予算)", "date": null, "date_range": "8月末ごろ(例年)", "kind": "est", "certainty": "est", "relations": [ { "code": "70130", "type": "theme", "label": "防衛予算の定点(GDP比2%路線の進み具合)" }, { "code": "94120", "type": "theme", "label": "衛星コンステレーション・宇宙関連予算の定点" } ], "note": "来年度の防衛予算の要求額と重点項目が出る。日付が固まったら確定日に置き換えます" }, { "id": "us-defense-q3-2026", "title": "米防衛大手の3Q決算(ロッキード・ノースロップ・RTX)", "date": null, "date_range": "10月下旬(例年)", "kind": "est", "certainty": "est", "relations": [ { "code": "70130", "type": "theme", "label": "世界の防衛支出の温度計" } ], "note": "直近のQ2決算は7/21〜24に通過済み(ノースロップ7/21・ロッキード7/23・RTX7/24)" }, { "id": "crwv-q2-2026", "title": "CoreWeave 4-6月期決算(米GPUクラウド)", "date": null, "date_range": "8月中旬(日付未確定)", "kind": "est", "certainty": "est", "relations": [ { "code": "39050", "type": "theme", "label": "ビジネスモデルが最も近い米国上場企業" } ], "note": "情報源により8/11〜18と割れており未確定。確定したら日付イベントに昇格します" }, { "id": "jnto-monthly", "title": "訪日外客数(JNTO・前月分)", "date": null, "date_range": "毎月中旬ごろ", "kind": "est", "certainty": "est", "relations": [ { "code": "90220", "type": "theme", "label": "インバウンド輸送需要の定点" } ], "note": "日本政府観光局が毎月中旬に前月の訪日外客数を公表。新幹線のインバウンド需要の先行指標" }, { "id": "sia-monthly", "title": "SIA世界半導体売上高(月次)", "date": null, "date_range": "毎月上旬ごろ", "kind": "est", "certainty": "est", "relations": [ { "code": "285A0", "type": "theme", "label": "メモリを含む半導体市況の定点" }, { "code": "39050", "type": "theme", "label": "AI半導体需要の定点" }, { "code": "58030", "type": "theme", "label": "データセンター投資の間接指標" } ], "note": "米半導体工業会が毎月上旬に発表(3ヶ月移動平均)。半導体サイクルの定点観測" } ], "earnings_density": { "2026-07-31": 3, "2026-07-13": 1, "2026-07-23": 2, "2026-07-30": 1, "2026-08-07": 3, "2026-07-29": 2, "2026-08-06": 2, "2026-08-05": 1, "2026-07-24": 2, "2026-07-28": 1, "2026-08-27": 1, "2026-10-09": 62, "2026-09-09": 11, "2026-09-11": 79, "2026-10-28": 27, "2026-10-14": 93, "2026-10-05": 13, "2026-10-06": 9, "2026-09-14": 96, "2026-10-13": 53, "2026-10-15": 133, "2026-09-08": 9, "2026-09-10": 35, "2026-10-30": 158, "2026-09-04": 11, "2026-09-30": 10, "2026-10-29": 81, "2026-10-27": 19, "2026-10-23": 12, "2026-10-08": 30, "2026-10-16": 3, "2026-10-01": 6, "2026-09-01": 22, "2026-10-07": 9, 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