Rakuten Group <4755>: 1,027 yen (+85.1 yen)

Significant increase. Morgan Stanley MUFG Securities continues to recommend an "overweight" investment decision and has raised the target stock price from 1100 yen to 1300 yen. It seems that the possibility of realizing a stock price of 1500 yen also increases if the business value of mobile is revealed. The acquisition of contracts as a main line is expanding from corporate contracts, and the expansion of the main line ratio is expected to increase ARPU with a time lag. The mobile business is expected to become a phase that generates EBITDA by December 2026.

Sony Group <6758>: 13,945 yen (+165 yen)

Continued growth. Sony's gaming subsidiary SIE announced that it will raise the price of the home game console 'PlayStation (PS) 5' in Japan from September 2nd. The main unit price seems to be raised by 19% to 99,800 yen, reflecting the surge in material costs and manufacturing/logistics costs. This will be the third price increase for the PS5 main unit in Japan following November 2023. Expectations of improving gaming business revenue are driving a positive sentiment.

Konishi <4956>: 1,213 yen (+22 yen)

Sharp rebound. The company announced the implementation of share buybacks totaling 3.3 million shares, equivalent to 4.80% of the issued shares, with an upper limit of 3 billion yen, and acquired 7,600 shares in off-hours trading today. The remainder is expected to be acquired through market purchases in the future. Based on the 'Medium-Term Management Plan 2027' announced in May, the purpose of the acquisition is to return profits to shareholders and improve capital efficiency. It is expected to provide support in the immediate supply-demand situation, leading to a positive reaction.

Carnebio <4572>: 429 yen (-15 yen)

The stock fell without reaching its peak. Carna Biosciences announced that it has received a patent evaluation from the European Patent Office for a patent jointly filed with Gilead Sciences, its derivation destination, related to a new lipid kinase DGKα inhibitor program created by Carna Biosciences. In addition to receiving milestone payments from Gilead Sciences based on the development progress and market launch of the pharmaceuticals, Carna Biosciences is also entitled to receive royalties based on the revenue after the pharmaceuticals are launched.

Hirata Engineering <6258>: ¥5350 (+¥405)

The company's stock prices have significantly increased. It was announced the day before that they have won a large contract. In addition to winning the assembly line for EV drive units for about 8.7 billion yen, they also won an order for EV battery charging and discharging equipment for about 5.6 billion yen, following the release of a project in May. Sales will be recorded gradually based on the progress of the construction, and some of it seems to be reflected in this year's performance. While the stock price has been slow to recover due to the decrease in earnings in the first quarter, there is a trend of reassessment.

Nihon Koso <4658>: ¥1058 (+¥66)

Significant rebound. It was announced the day before that they will implement a shareholder special treatment for the 60th anniversary of the company's founding. Shareholders with 100 or more shares at the end of September are eligible. Shareholders with 100 to 300 shares are given ¥500 worth of Quo cards, shareholders with 300 to 500 shares are given ¥2000 worth, shareholders with 500 to 1000 shares are given ¥5000 worth, and shareholders with 1000 or more shares are given ¥10,000 worth. It seems that there is a movement to acquire special treatment rights in advance. Please note that this shareholder special treatment will only be implemented this time.

Tameny <6181>: ¥123 (+¥1)

Continuing the upward trend for 3 days. The company announced that their franchise store for marriage consultation service, 'Partner Agent,' will open its 3rd store in Mito and its 4th store in Hamamatsu on September 6th. They plan to share the knowledge and know-how gained from operating marriage consultation services with franchisees as partners, providing them with the same level of service as directly operated stores. They also aim to accelerate store expansion through the franchise model.

Exawizards <4259>: ¥319 (-¥8)

Falling short and falling back. To tackle social issues through the use of AI and services, Tohoku Electric Power Company <9506> has announced the start of collaboration. By leveraging Tohoku Electric Power Company's business assets such as data and customer base, as well as Exawizards' digital and AI service planning capabilities, DX human resource development know-how, etc., both parties will work together swiftly to achieve new business and solve social issues. It aims to improve the productivity of companies and organizations in Tohoku and Niigata, and contribute to improving the overall competitiveness of the area.