Kitz <6498>: 1,027 yen (-5 yen)
Stagnating decline. Mitsui Sumitomo Bank, Mitsubishi UFJ Trust Bank, and Mitsubishi UFJ Bank announced that they will implement a stock offering of 4.28 million 900 shares, with an additional allotment of 0.64 million 2100 shares. The offering price determination period is from September 3rd to 6th. On the other hand, they announced the implementation of the acquisition of treasury stock, up to 3.3 million shares, or 3 billion yen, which corresponds to 3.67% of the issued shares. The purpose is to mitigate the impact on supply and demand caused by the offering and improve capital efficiency. There is also a view that the immediate deterioration in supply and demand will ease.
Maruha Nichiro <1333>: 3,053 yen (-146 yen)
Significant decline. They announced the implementation of a stock offering of 3.25 million 8100 shares, with an additional allotment of up to 0.48 million 8700 shares. The offering is conducted by Tokyo Marine & Nichido, Norinchukin Bank, Sompo Japan, Mizuho Bank, and other major financial institutions, a total of 8 companies. It is seen as part of the review of the stockholding relationship. The offering price will be determined from September 3rd to 5th. There seems to be a sense of caution regarding the immediate deterioration in supply and demand.
NSSOL <2327>: 4,010 yen (+405 yen)
Significant increase. According to a large shareholding report submitted the previous day, 3D INVESTMENT, an investment fund based in Singapore, has become a major shareholder owning 5.00% of the shares. The purpose of the ownership is to make net investments and provide advice and important proposal measures to management depending on the situation. 3D INVESTMENT has proposed the delisting of shares for companies such as Fuji Soft and Tohoku Shinsha since the beginning of this year.
KHC <1451>: 850 yen (Car -)
Stop high buying signal. First Construction intends to make the company its wholly-owned subsidiary and announces that it will conduct a tender offer. The company is recommending applications for the tender offer. The tender offer price is 1,127 yen, which is 61% higher than the previous day's closing price, and there is a situation where there is active movement to align with the tender offer price. The tender offer period is from August 27th to October 9th.
FIG <4392>: 363 yen Ca -
Stop high buying indications. It has been announced that REALIZE, a group company, will introduce the AMR "WILL-FA" of the conveyance robot developed by RAPIDUS to the new semiconductor plant aiming to localize the cutting-edge logic semiconductors. This device will automate the inter-area transport operations of materials and component containers, and expectations for future development are high due to its adoption at the highly anticipated RAPIDUS.
Shikigaku <7049>: 616 yen (-7 yen)
Decline. After the close of trading on the 26th, it was announced that they have signed a sales partner agreement with Cloud Circus, a consolidated subsidiary of Stadia Holdings, which handles digital marketing business. By leveraging Cloud Circus' MA tool 'BowNow' and Shikigaku's marketing organization management know-how, they will provide integrated introduction and utilization support. This will enable efficient and effective marketing activities and support the growth of small and medium-sized enterprises. Although Stadia Holdings is trending upwards, the stock price reaction is limited.
VALUENEX <4422>: 772 yen (-8 yen)
Decline. After the close of trading on the 26th, they announced a revision of the full-year earnings forecast for the fiscal year ending July 2024, and selling pressure has increased. The projected sales for the fiscal year ending July 2024 are expected to increase by 1.8% to 78.6 billion yen, compared to the previous forecast. However, the consolidated ordinary profit has been revised downward by 90.2% from the previous forecast of 6 billion yen to 500 million yen, which seems to be causing negative sentiment. The reasons for this are the expected cost reduction effects domestically, but also the increased costs of foreign currency-denominated debt due to decreased sales and the depreciation of the yen, as well as the increased costs of investment in personnel and other factors in the United States.
EYES <5242>: 2,327 yen (+400 yen)
Stop high. The advertising industry platform 'Media Radar,' operated by EYES, announced that it has obtained a patent (Patent No. 7541738) for the 'Lead Bidding Function' on August 21, 2024. This is the second patent following the 'Segment Disclosure Function' obtained in May 2024. Media Radar is a search site for the advertising industry that connects marketing professionals and advertising agencies with media companies and marketing service companies. It has achieved No. 1 in "awareness," "adoption rate," and "usage rate" among advertising, publicity, and marketing PR practitioners.