<6005> Miura Kō 3403 +167

Significantly rebounded. At Nomura Securities, the rating "Buy" was maintained, and the target stock price was raised from 4600 yen to 5000 yen. Incorporating the consolidated impact of Clever Brooks (CB), which was acquired in May, the operating profit forecast was revised upward from the previous forecast of 25.8 billion yen, 28 billion yen, and 30.3 billion yen to 26.6 billion yen for the year ending March 2025, 34.1 billion yen for the year ending March 2026, and 37 billion yen for the year ending March 2027. The organic operating profit of CB other than the company is largely unchanged from the previous forecast.

<5184> Nichirin 3510 +75

Significantly rebounded. After the close of trading yesterday, it announced that it will repurchase its own shares up to 2.45% of the outstanding shares, or approximately 1.133 billion yen, and this has become a favorable factor for buyers. It will improve capital efficiency, enable flexible capital policies, and be part of its shareholder return strategy. It announced on August 23 that it will entrust the purchase of shares in the Tokyo Stock Exchange's off-market share buyback transaction (ToSTNeT-3) and acquired 0.3 million shares today.

<2498> Oricon HD 4000 +595

Surged. It announced that the forecast for the year-end dividend (= annual dividend) for the fiscal year ending September 2024 will be 175 yen, which became a favorable factor for buyers. The previous forecast was 100 yen, and the previous fiscal year was 100 yen. The company recognizes long-term stable profit distribution to shareholders as one of its important management issues, and as a basic policy, it decides dividends comprehensively by taking into account the trend of past consolidated financial performance, the outlook for future consolidated financial performance, and indicators such as dividend payout ratio, dividend yield, and equity ratio.

<2329> Tōhoku Shinsha 671 +29

Significantly extended gains. After the close of trading yesterday, it published a response to the proposal of a tender offer (public stock purchase) and privatization of shares from Singapore investment company 3D Investment Partners, which seems to be a favorable factor for buyers. In the response, it states that the decision to accept the tender offer and privatization of shares is not appropriate, but it is willing to accept due diligence (asset valuation) after signing a strict confidentiality agreement.

<9799> Asahi Information 1620 +86

Significantly higher. After the trading session yesterday, they announced a 2-for-1 stock split with the ex-dividend date set as September 30, which seems to be attracting buyers. The total number of issued shares after the stock split will be 16.52 million 9700 shares. In line with this, they also announced an expansion of the shareholder benefits program to further enhance shareholder satisfaction. A new program has been introduced for shareholders holding 3000 shares or more, offering a catalog gift e-book worth 10,000 yen or a donation to the Japanese Red Cross as benefits.

<4771> F and M 1680 +31

Significantly higher. After the trading session yesterday, they announced a capital business alliance with Yayoi, which develops and sells business software, becoming an attractive buy-side catalyst. F and M plans to allocate 0.2 million of its own shares (1.27% of the total issued shares) to Yayoi. Aimed at providing further value to both companies' customers, they aim to expand the support services for back-office operations for small and medium-sized enterprises and plan to strengthen areas such as labor and personnel support.

<6753> Sharp 1018.5 +66.2

Significantly higher. It has been reported by Kyodo News that SoftBank <9434> is considering an investment proposal of around 100 billion yen in Sharp, becoming an attractive buy-side catalyst. According to the reports, SoftBank is negotiating to acquire a part of Sharp's Sakai factory aiming to build an AI-focused data center, with the investment proposal rising during this process. However, the investment negotiations are facing difficulties, and the feasibility remains uncertain.

<5698> Envipro HD 497 +8

Continued increase. They announced a mid-term management plan the previous day to respond flexibly to the rapidly changing market conditions, continuing the rolling five-year mid-term management plan 'Mid-Term Plan 2029' set in the previous fiscal year. They aim for revenue of 86 billion yen and operating profit of 4.7 billion yen for the fiscal year ending in June 2029 (52.214 billion yen and 1.782 billion yen for the fiscal year ending in June 2024) with an average annual growth rate of 10.5% for revenue and 21.4% for operating profit during the target period. Additionally, they target an ROE for the fiscal year ending in June 2029 at 14.0% (3.2% for the fiscal year ending in June 2024).

<3604> Kawamoto Industry 945 +150

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.

<6857> Advances 6382 -225

Significant decline. Today, semiconductor-related stocks are generally weak. In the US stock market yesterday, the Philadelphia Semiconductor Index (SOX Index), which is composed of major semiconductor-related stocks, fell by 3.44%, which is a larger decline compared to the Dow average (down 0.43%), and it seems to be a factor causing caution in the purchase of semiconductor-related stocks in the Tokyo market. Toshiba Electronic <8035>, Laser Tech <6920>, etc. are also down.