Resonac (4004): 3755 yen (+208 yen)

Massive backlash. It was announced the day before that a corporate coalition of 10 Japanese and American companies working on the development and evaluation of semiconductor post-processing has been established, and it seems that the movement to view it as expected material is intensifying today. The policy is for semiconductor material manufacturers and the like to gather and facilitate cooperation with major US tech companies for post-process technology development. A development and evaluation base will be established in Silicon Valley, leading to information gathering and speeding up development. Expectations are growing that Japanese companies' strengths, such as post-processing and semiconductor materials, can be utilized.

GungHo ＜3765＞: 2,928 yen (+100 yen)

Massive backlash. It has been announced that service will begin within 2024 for the new game “Disney Pixel RPG” for smartphones. The title is an RPG where Walt Disney Japan cooperates and goes on adventures with Disney characters set in various “game worlds.” The service is being developed in 18 regions around the world, and store reservations have started the day before. It also seems that expectations for performance impact take precedence.

Fujikura ＜5803＞: 3448 yen (+360 yen)

Massive backlash. Corning had risen by about 12% in the US market the day before, which seems to be leading to stimulus material as a domestic-related stock. Corning revised its core sales forecast for the second quarter upward, and it seems that it has raised it to 3.6 billion yen dollars from the previous forecast of 3.4 billion dollars. The market consensus was at a level close to the company's previous plan. Furthermore, with regard to the company, it seems that there are many people who take the results of the Tokyo gubernatorial election as expected material for the future.

Hitachi ＜6501＞: 3816 yen (+170 yen)

Massive backlash. There are reports that funds will be further transferred to shareholder returns and growth investments. While the review of the business portfolio continues, it is said that stock buybacks and M&A will be examined with funds obtained through asset sales. It seems that the CFO has made it clear that they are aware of about 50% of the total return ratio, including dividends and share buybacks. Net profit is expected to be 600 billion yen this fiscal year, and if it is 50%, the total return amount will be on the scale of 300 billion yen. It is a development where expectations for expansion of return measures are growing.

WNI Weather ＜4825＞: 5260 yen (+520 yen)

Significant continued growth. Financial results for the fiscal year ended 24/5 were announced the day before, and operating profit was 3.27 billion yen, up 0.4% from the previous fiscal year, falling below the previous forecast of 3.5 billion yen. Meanwhile, the fiscal year ending 25/5 is 3.8 billion yen, which is expected to increase 16.2% from the same period. The annual dividend is also planned to be 130 yen, an increase of 10 yen from the previous fiscal year. In addition to anticipating continued growth in the mobile weather business, European growth in the nautical weather business, expansion of the SaaS business, etc., the decrease in one-time costs that occurred in the previous fiscal year is also expected to be a boosting factor.

Japanias ＜9558＞: 2,167 yen (-153 yen)

Year-to-date low update. Sales that were disgusted that the cumulative ordinary profit for the 2nd quarter of the fiscal year ending 24/11, which was announced after the end of trading on the 8th, landed at 0.31 billion yen, down 25.2% from the same period last year, is ahead. An increase in sales costs, sales costs, and general administrative expenses associated with actively hiring engineers, and a decline in gross profit margin due to an increase in training subjects, including new graduates, are factors. Meanwhile, it has also been announced that interim dividends will be implemented from the fiscal year ending 24/11, and that stock buybacks will be carried out up to 0.06 million shares (0.1 billion yen in value), which is 1.5% of the number of issued shares (excluding treasury shares).

Value C ＜9238＞: 1,313 yen (+217 yen)

The temporary stop is high. After the transaction ended on the 5th, the expansion of the shareholder benefit system was announced, and it was well received. Shareholders holding 100 shares or more as of the end of February every year have been increased to 1500 to 6000 yen worth of QUO cards, depending on the number of shares held and the holding period. Also, the details of shareholder benefits commemorating the 1st anniversary of listing have also been changed, and it was decided that shareholders holding 100 shares or more as of the end of August 24 will be uniformly presented with a QUO card worth 3000 yen (previously 1000 yen worth) regardless of the holding period.

Stem rim ＜4599＞: 466 yen (+45 yen)

skyrocketing. After the transaction ended on the 8th, it was announced that an application patent for PJ5: stem cell gene therapy, which is conducting joint research with the Osaka University Graduate School of Medicine and Stem Cell Gene Therapy Joint Research Course, will be registered in Japan as a therapeutic agent targeting nutritional disorder epidermolysis bullosa, and it has been well received. The patent protects gene therapy technology for the purpose of curative treatment of nutritional disorder epidermolysis bullosa, and it is said that with the establishment of the patent, it will be possible to guarantee the exclusivity of commercialization of this gene therapy in Japan.