rakuten inc. <4755>: 1027 yen (+85.1 yen)

股价大幅上涨。在摩根士丹利日联三菱UFJ证券的投资判断仍然为“超配”，并将目标价从1100日元上调至1300日元。如果移动业务的价值得以实现，股价有可能实现1500日元。从企业合同中扩大获得主要线路契约的规模，主要线路比例的扩大会在时间上推动ARPU的增长，预计移动业务有望在26年12月期创造EBITDA。

Sony Group <6758>: 13945 yen (+165 yen)

Continued rise. Sony Interactive Entertainment (SIE), a subsidiary of the game company, announced that it will raise the price of the home game console "PlayStation (PS) 5" in Japan from September 2. The body price is expected to increase by 19% from the previous price and be set at 79,980 yen. It seems to reflect the high costs of materials, manufacturing, and logistics. This will be the third increase in the domestic price of PS5, following November 2023. There is anticipation that it will contribute to improving the profitability of the game business.

Konishi <4956>: 1213 yen (+22 yen)

Significant rebound. It is reported that they announced the implementation of the acquisition of treasury stock with a limit of 4.80% of the issued shares, which corresponds to 3.3 million shares and 3 billion yen, the day before. It is said that they acquired 387,600 shares in off-hour trading today, and the remaining shares will be acquired through market purchases in the future. This is aimed at returning profits to shareholders and improving capital efficiency based on the "Medium-term Management Plan 2027" announced in May. It is expected to provide support for the immediate supply and demand situation and has received a positive response.

Karna Bio <4572>: 429 yen (-15 yen)

由于与卡纳生物科学的脂质激酶抑制剂DGKα阻断剂计划相关，在引进的美国吉利德公司共同申请的专利已经接受了欧洲专利局的专利审查而被宣布。卡纳生物科学将根据开发进展和上市情况等，从吉利德公司获取里程碑支付，并根据开发出的药品的销售收入获得相应的专利费。

平田机工＜6258＞:5350元（+405元）

股价大幅上涨。在前一天宣布获得大型订单。除了以约87亿元的价格获得EV驱动单元装配线的订单外，据说还获得了约56亿元的订单，继5月发布的项目之后，为EV电池充放电相关设备。这两个订单将根据工程进展逐步计入销售额，部分订单似乎也会反映在本季度的业绩中。在第一季度出现亏损决算等情况下，股价回升的势头减缓，但调整的动向正在加快。

日本空调＜4658＞:1058元（+66元）

大幅反攻。创业60周年纪念股东优待进行公告。持有9月底100股以上股东可享受，100股以上300股以下可获得500日元的QUO卡，300股以上500股以下可获得2000日元的QUO卡，500股以上1000股以下可获得5000日元的QUO卡，1000股以上可获得10000日元的QUO卡。看起来优待权益的行动正在先行。另外，此次股东优待似乎是一次性的。

タメニー＜6181＞:123元（+1元）

连续三日上涨。自家经营的婚介所“伴侣代理”宣布将于9月6日开设第3家店铺水户店和第4家店铺浜松店。未来将最大限度地与加盟店共享在婚介所运营中积累的经验和诀窍，为加盟店提供与直营店无异的服务，并加速通过特许经营方式进行店铺扩张。

エクサウィザーズ＜4259＞:319元（-8元）

因未能达到预期而下跌。东北电力＜9506＞宣布将与利用人工智能的服务合作，解决社会问题。双方将充分发挥东北电力所拥有的数据和客户基础等业务资产，以及Exawizards在数字和人工智能领域的服务规划能力，数字转型人才培养经验等，迅速推动新业务的实现和解决社会问题。旨在提高东北和新潟的企业和团体生产力，促进整个地区的竞争力。