Some notable earnings results.
Both stocks recorded 12 months high.  You can find the full research note on these two in my site.

1)Transaction (7818)

The stock (MC Y78 Bn, PE 20x, ROE 22%) appreciated by 13.6% heading
into the earnings Q2 FY 8/25 release on 4/14/15.  The stock was down
by 2% (sales was up 6% yoy, OP up 1.4% y/y),  but stared to climb on
4/16, due to dividend hike from Y41 to Y55. The stock is viewed as
“domestic” and less susceptible to tariffs.

Merchandise for the entertainment industry continues to grow, driven
by e-commerce. Eco-friendly products such as bags, bottles, and
tumblers are performing well. Travel-related goods and pet apparel are
steadily expanding

Unique biz model: Transaction excels at handling everything from
planning and manufacturing to sales of promotional products,
eco-friendly and healthcare goods, and other miscellaneous items. It
operates as a fabless company, outsourcing production to factories
overseas, including in China.

2) baudroie (4413)

The high-end IT infrastructure consulting company (MC: ¥88 bn, PE 37x,
ROE 26%) reported its FY2/25 results on 4/15/25. Sales surged 58.9%
yoy to ¥11.65 bn, with operating profit rising 55.2% to ¥2.46 bn,
benefiting from M&A activities. The stock reacted positively to the
company’s guidance, forecasting a 30% increase in profits for FY2/26.

Contracts with large enterprises expanded, and as a consulting firm,
the company made solid progress in hiring highly skilled engineers and
consultants. Group integration is advancing, generating synergies from
M&A.

The company has stated its commitment to maintaining a high growth
rate above 30% going forward. Having gone public in 11/21, it
transitioned to the TSE Prime market in 3/25. Additionally, it has
initiated dividend payments to 1) reduce stock volatility and 2)
attract institutional investors seeking stable assets.