Yoshimura Food <2884>: 1622 yen (+121 yen).

A significant rebound. According to the Nikkei, scallops are said to be rising. According to the report, China banned imports of Japanese seafood in August 23, and wholesale prices on the market plummeted by 20-30%, but domestic supportive consumption and export diversification outside of China have led to a recovery in demand and prices. In the Tsukiji market, there is a strong sense of scarcity, and it is expected to exceed the pre-ban prices. The company seems to be recovering from concerns about declining earnings due to falling prices with its subsidiaries, such as Marukichi, which processes and sells scallops.

Cruise <2138>: 664 yen (+49 yen).

Significant rebound. After yesterday's trading session, it was announced that the pre-registration for the blockchain game "Ergosum" developed by subsidiary CROOZ Blockchain Lab and gumi <3903> has exceeded 0.2 million subscribers, which seems to be a catalyst for buying. "Ergosum" is a new RPG game for smartphones that can be played for free with the ability to "Play and Earn" incorporating GameFi elements into the game system, allowing players to earn NFTs while playing.

Meik <4971>: 3945 yen (+230 yen).

A significant rebound. The 東海東京インテリジェンス・ラボ has raised its rating from neutral to outperform and raised its target stock price from 4000 yen to 5500 yen. It believes that the mid-term growth certainty is high as a package manufacturer is moving toward increased production (multi-layering, large-scale). It is also said that the performance forecast after the 24 fiscal year has been revised upward because there is expected to be high growth for generating AI equipment in the 24th and 25th fiscal years, offsetting Intel's poor performance.

Tatsumo <6266>: 3370 yen (+125 yen).

A significant rebound. Yesterday, after the close of trading, the company announced that it had developed a laser-based joining technology targeting MEMS (Micro Electro Mechanical Systems) packaging, and buying based on material views seems to have come in. At present, it is evaluating the technology with MEMS devices, but it plans to expand to devices other than MEMS, including semiconductors, and aims to sell devices equipped with this technology by 26.

Toshiba <8035>: 28570 yen (+515 yen).

Rebound. Semiconductor-related stocks are generally showing a firm trend today. In the US stock market yesterday, the Philadelphia Semiconductor Index, which consists of major semiconductor-related stocks, rose 1.86%, which was larger than the rise in the Dow Average (up 0.58%), and this is said to be a factor supporting stock prices. Semiconductor-related stocks, including the company, were sold in the afternoon yesterday, but it seems that it has become easier to buy on dips in general due to the reaction.

Genepact <3195>: 242 yen (+5 yen).

Rebound. After the end of trading on the 19th, the monthly revenue for July 2024 was announced and well received. July revenue was 1.419 billion yen, an increase of 10.1% from the same month last year, and has been steadily outperforming last year's performance for four consecutive months. In addition, the increase and decrease amount and rate compared to the same month last year have been changed from negative to positive due to the revision from preliminary to confirmed for consolidated revenue for June 2024.

Data Security <3905>: 1233 yen (+4 yen).

Rebound. It has announced that it has signed a Collaboration and Joint Working Agreement with Solaria of Spain to build an AI data center, which is viewed as good news. It will procure AI servers including NVIDIA's advanced GPU, and will be responsible for developing and operating AI cloud services, as well as creating a joint development contract with Nownow Japan for the purpose of developing and constructing a new AI cloud service system.

Storage King <2997>: 842 yen (+7 yen).

Continued rise. In the earnings forecast for the second quarter of 25th fiscal year, the sales forecast was revised upward from 0.473 billion yen to 0.56 billion yen (18.4% increase), and the ordinary loss was also revised upward from the previous forecast of a red ink of 0.169 billion yen to a red ink of 0.105 billion yen, and it is expected that the loss will shrink. This is due to the fact that the sale timing of the container-type TR in the TR development and sale business has been brought forward from the third quarter to the second quarter and the goodwill valuation loss on investment securities held of 0.017 billion yen has been recorded. The full-year forecast for ordinary profit is unchanged at 0.172 billion yen (last year was 0.157 billion yen).