F and M <4771>: 1720 yen (+71 yen)

Continued rise. After yesterday's closing, it was announced that Yayoi will form a capital business alliance with F and M, which develops and sells business software, creating a buying opportunity. F and M plans to allocate 0.2 million shares of its own stock (1.27% of the total issued shares) to Yayoi. Both companies aim to provide further value to small and medium-sized enterprises, and expand their support for back-office operations for such enterprises. They also plan to strengthen labor and personnel support.

Sharp <6753>: 1009.5 yen (+57.2 yen)

Significant increase. It has been reported by Kyodo News that SoftBank <9434> is considering making a capital investment of 100 billion yen in Sharp, creating a buying opportunity. According to the report, SoftBank is in negotiations to acquire part of Sharp's Sakai factory in order to build an AI data center, which led to the investment proposal. However, the investment negotiations are difficult and the feasibility is uncertain.

Envipro HD <5698>: 497 yen (+8 yen)

Continued rise. After yesterday's closing, it was announced that Envipro has released its medium-term business plan, creating a buying opportunity. In order to respond flexibly to volatile market conditions, Envipro has formulated a rolling five-year medium-term business plan, "Mid-Term Plan 2029," following the previous fiscal year. The plan for the fiscal year ending June 2029 is 86 billion yen in revenue and 4.7 billion yen in operating profit (compared to 52.214 billion yen and 1.782 billion yen for the fiscal year ending June 2024), with an annual average growth rate of 10.5% for revenue and 21.4% for operating profit. The plan also sets a target ROE of 14.0% for the fiscal year ending June 2029 (compared to 3.2% for the fiscal year ending June 2024).

Kawamoto Sangyo <3604>: 945 yen (+150 yen)

The stock has reached its daily limit. It has been reported that there is a spread of monkeypox infection. Thai health authorities reported on the 22nd that a European man who had contracted monkeypox had been infected with the more severe variant, Clade 1. According to Bloomberg News, this is the first time that a Clade 1 infection has been reported in Asia. Monkeypox is also suspected to be transmitted through respiratory droplets, and it seems that funds are flowing into the shares of the company that deals with masks, etc.

Advantest <6857>: 6374 yen (-233 yen)

Falling. Today, semiconductor-related stocks are generally weak. In the US stock market yesterday, the Philadelphia Semiconductor Index (SOX Index) composed of major semiconductor-related stocks fell by 3.44%, larger than the Dow average (0.43% decline). This large decline seems to be restraining the buying of semiconductor-related stocks in the Tokyo market. Tokyo Electron <8035> and Laser Tech <6920> are also declining.

Stamen <4019>: 671 yen (-2 yen)

Stalemate. The company announced that the employee benefits service 'TUNAG Benefit,' which can be used daily on smartphones, has exceeded 2 million users in 10 months after its release. TUNAG aims to improve organizational productivity, reduce turnover rates, promote internal communication and information sharing, and enhance employee engagement. The service has surpassed 900 corporate users. TUNAG Benefit has been steadily increasing the issuance of welfare coupon numbers while expanding its functionality, including adding a 'Custom Coupon' feature that allows each company to add its unique employee benefits content.

Iole <2334>: 724 yen (+100 yen)

Stock price limit up. DEA and Simplex have announced the start of media collaboration with 'Answer to Earn' in partnership with 'Easy Contact Network' to begin distributing quiz-based advertisements through the Easy Contact Network. 'Answer to Earn' is a Web3-type advertising service where users can earn rewards by answering quizzes and challenges. Through this partnership, promotions and market research utilizing cryptocurrency incentives provided by 'Answer to Earn' can be conducted to the 7 million members registered on the Easy Contact Network.

CINC <4378>: 651 yen (+20 yen)

Rebound. It was announced that a merger and acquisition brokerage matching system 'CAMM DB (Camdi Bee)' utilizing AI has been developed. CAMM DB builds a database related to M&A needs using AI to facilitate optimal matching. The current CAMM DB can automatically collect and analyze data on approximately 0.02 million records of M&A track records of buying companies. By referencing extensive buyer needs, including information on unlisted companies that are difficult to acquire, it expands seller choices and enables more precise matching.