Hitachi Shipbuilding <7004>is rapidly switching back and forth, showing an emphasis on writing off the portion that was dragged down by the previous day's overall turbulent market. After the transaction ended on the 26th, it was announced that the marine engine business would be spun off and a new company would be established, attracting purchases that are expected to improve profit structure through management structure reforms. The new company plans to receive a 35% investment from Imabari Shipbuilding (Imabari City, Ehime Prefecture), which is one of the major shipbuilders. Thus, it is poised to improve the marine engine business, which has become unprofitable. <6501>Also, Hitachi Zosen currently has no capital ties with Hitachi, Ltd., and since it has withdrawn from the shipbuilding business, there is a movement toward changing the company name. It has been pointed out that there is a possibility that the level of attention paid to the new Hitachi Shipbuilding will increase in terms of stock prices.

The total market value of Daiichi Sankyo reached approximately 6.6 trillion yen (as of 2022/8/4), surpassing Chugai Pharmaceutical, which had been the leader for a long time, to become the top domestic pharmaceutical company. Daiichi Sankyo is focusing on the development of “enhartz” (trastuzumab delxtecan), which is an antibody-drug complex (ADC) using anti-HER2 antibodies, and has obtained approval for diseases such as HER2 positive breast cancer and HER2 positive gastric cancer. At the American Society of Clinical Oncology (ASCO) annual general meeting in 2022/6, an unusual standing ovation occurred in response to the presentation of data from the Enhertz Phase 3 clinical trial targeting HER2 low expression cancer. Along with the growth of Enhertz, the company's stock price remained strong, and reached a year-to-date high of 3662 yen on 7/12.