<5801> Furukawa Electric 4291 +128

It has risen sharply. At Daiwa Securities, investment rating has been raised from "3" to "2," and target stock price has also been raised from 3000 yen to 4600 yen. It has revised upward the earnings forecast, incorporating the profit and loss improvement of energy infrastructure and sales recovery of optical fiber in the United States, among other things. After BABA's system details are confirmed, it is expected that there will be demand recovery for optical cable for U.S. communication service providers in the latter half of the current fiscal year, and it is also expected that the profits of functional product business centering on thermal products for AI and others will head toward a growth trend.

<3193> Eternal G 3890 +245

It has risen significantly. Ichiyoshi Securities has upgraded its rating from "B" to "A," and has raised its fair value from 4900 yen to 5000 yen. Taking into account the current strong sales and upwardly revising the operating profit outlook from the 24th fiscal year onwards, on the other hand, it points out that the deviation from the fair value has widened because the stock price has fallen. The operating profit for the fiscal year ending July 24 was revised upward, apparently up to 3.4 billion yen, 2.4 times higher than the company's plan of 3.01 billion yen, compared with the previous year.

<7116> Daiwa Communication 1256 +152

It has risen sharply. It has announced that it will start selling AI camera systems that detect nuisance behavior in conveyor belt sushi restaurants from the 24th. It responds to the frequent nuisance behavior in restaurants. The system was jointly developed with Ishino Manufacturing, and detects customer behavior in real time to suppress damage. At present, it aims to introduce it at all conveyor belt sushi restaurants nationwide, but it is also considering expanding its use to all food and beverage outlets, such as fast food, in the future.

<2163> Ulta Beauty Inc. 1950 -155

It has fallen sharply. The previous day, it announced its first quarter results, with operating profit down 0.6% year-on-year to 480 million yen. While the number of workers has increased and the unit price of technicians has also risen, it seems that selling, general, and administrative expenses have increased due to the occurrence of expansion-related expenses for East Japan LC (training facility) and an increase in investment costs related to hiring. It is considered to have started somewhat weakly, although the holding plan for the current period is conservative, at 1.7 billion yen, up 11.4% from the previous period.

<6666> River Eletech 508 +80

It is allotted the upward limit. It has announced the formulation of a medium-term plan, which will end in fiscal year 2026. As numerical targets, it aims for an operating profit of 1.17 billion yen in March 2027, up from 8 million yen in fiscal year 2024. It has been positioned as a trump card for high-precision crystal products for big data, large-capacity communication, next-generation computing, and AI, and is expected to be developed with a sense of expectation.

<7721> Tokyo Keiki 3210 +211

Greatly extended. Although no rating is given by Daiwa Securities, they expect profit expansion through expansion of defense equipment orders and improvement of profitability. The order backlog of the defense and communication equipment business is at the level of 33.7 billion yen, and orders seem to be progressing well against the backdrop of expansion of defense budget. The company plans to have an operating profit of 3.56 billion yen for the FY03/25, but Daiwa Securities expects 3.9 billion yen, a 41% increase from the previous year, as the price revision effect is conservative.

<4523> Eisai 6649 -223

Significantly down. It is reported that the US FDA advisory committee has unanimously recommended the approval of "donanemab", an Alzheimer's disease treatment drug developed by US Eli Lilly. It seems that the drug has the effect of removing abnormal proteins called "beta-amyloid" accumulated in the brains of early Alzheimer's disease patients. So far, the only Alzheimer's disease treatment drugs have been "lecanemab" developed by the company and Biogen, but there seems to be a sense of alertness as competitor drugs emerge.

<3180> B Garage 1782 -287

It has plunged. The previous day, it announced the results for the fiscal year ended April 24. Operating profit was 1.7 billion yen, up 25.3% from the previous year and above the previous forecast of 1.56 billion yen. The year-end dividend has also been raised from the previous plan of 6 yen to 7 yen. On the other hand, the operating profit for the fiscal year ending April 25 is expected to increase by the same 6.8% to 1.82 billion yen. While two-digit profit growth has continued thus far, the trend of profit growth rate deceleration is being negatively perceived. It seems that various costs, such as the preparation costs of the third DC that is scheduled to start operating in May 2025, have been incorporated.

<4680> ROUND ONE 795 +21

It has risen significantly. It has been reported that it will invest 100 billion yen to increase its stores in the United States. It plans to open 10-20 stores per year by 2032, and increase the number of stores in the United States to 200, four times the current number of stores. In addition to the complex stores with bowling alleys like those in Japan, it seems that game centers centering on crane games will also be opened. It is said that in the United States, consumers who enjoy Japanese animation and games are increasing, and popular crane games include "Mario."

<2929> Pharma F 1012 +150

Limit up. The third quarter results were announced the previous day, and cumulative operating income was 3.27 billion yen, up 99.9% from the same period of the previous year, exceeding the unchanged full-year plan of 2.7 billion yen and a 25.2% decrease compared to the previous year. It seems that the upper revision of the full-year plan is being consciously considered, despite the downturn in operating income for the April-June period, which was 1.73 billion yen, down 31.2% from the same period of the previous year. In addition, the company had revised down its full-year forecast from 33.4 billion yen to 2.7 billion yen at the time of the first-half results announcement.