＜7203＞ Toyota's 2746.5 +102.5

Significant continued growth. The results of the public tender offer for treasury shares were announced the day before. There is an application for 0.3 billion43.82 million8098 shares against 0.2 billion 90.12 million2375 shares planned to be purchased, and the remainder will occur. It is planned to be examined including the possibility of use and acquisition within the scope of treasury stock acquisitions currently being carried out, but it seems that there are also views speculating on the expansion of the scale of company stock repurchases, etc. Also, today's reports on the supply of hydrogen car parts to BMW and the depreciation of the yen after getting close have also led to buying material.

＜6758＞ Sony G 14095 +315

Continued growth. The game subsidiary SIE has announced that it will raise the price of the home game console “PlayStation (PS) 5” domestically from 9/2. It seems that the main unit price will be raised 19% from the past to 0.07 million9980 yen. It also seems to reflect soaring component prices and manufacturing and logistics costs. This is the third time that the domestic price of the PS5 console has increased, following 23/11. Expectations that it will lead to an improvement in profits in the game business seem to take precedence.

＜3382＞ 7 & iHD 2100 -22

A sharp decline. It was reported that they have applied for an upgrade to the “core industry” classification, which has the strictest regulations in the Foreign Exchange Act. If it becomes a core industry, advance notification is always necessary when the investment ratio is 10% or more, and it seems that restrictions on the acquirer side will increase. There is a possibility that the acquisition hurdle will rise for Canada's Alimantacion, which has submitted a takeover proposal. Currently, acquisition premiums are being applied to stock prices, but this sense of expectation is slightly in a backward direction.

＜4755＞ Rakuten Group 1028.5 +86.6

Significant continued growth. Morgan Stanley MUFG Securities raised the target stock price from 1100 yen to 1300 yen due to continued “overweight” investment decisions. It was analyzed that if the business value of mobile becomes apparent, the feasibility of a stock price of 1500 yen will also increase. Acquisition of contracts as main lines has expanded from corporate contracts, and it is said that the expansion of the main line ratio will boost ARPU due to the time difference, and there is a possibility that the mobile business will become a phase where EBITDA will be created in the timing of the 26/12 fiscal year.

＜7936＞ ASICS 2722 +100

Significant continued growth. SMBC Nikko Securities continued the investment decision “1,” and raised the target stock price from 2575 yen to 3200 yen. The rate of increase in sales of sports style and Onitsuka Tiger has recently stood out, but high-priced products have strongly improved category profit margins in the first half of the fiscal year ending 24/12. Seeing that there is still room for profit margin improvement by strengthening D2C channels and narrowing down entry models, it continues to be positioned as a core sports brand, and mid-term revisions are also a catalyst for the future.

＜3436＞ SUMCO 1694.5 -39.5

The sharp decline continued. At Morgan Stanley MUFG Securities, the investment decision was lowered from “overload” to “equal weight,” and the target stock price was also lowered from 2800 yen to 2000 yen. The supply and demand for silicon wafers is expected to slowly improve, but profit forecasts for fiscal year 25 and fiscal 26 have been drastically reduced due to a drastic increase in depreciation and amortization expenses associated with greenfield investments and progress in yen appreciation. FY25 went from the previous forecast of 84 billion yen to 39 billion yen, and FY26 went from 113 billion yen to 70 billion yen.

＜4956＞ Konishi 1210 +19

Massive backlash. Implementation of 3.3 million shares, which is 4.80% of the number of issued shares, and treasury stock acquisition with an upper limit of 3 billion yen was announced the day before, and it seems that 0.38 million7600 shares were acquired due to today's off-site transactions, and it seems that market purchases will be carried out for the rest in the future. The purpose of acquisition is to return profits to shareholders and improve capital efficiency based on the “Mid-Term Management Plan 2027” announced in May. It seems that it will also lead to immediate support in terms of supply and demand, and a positive response is ahead.

＜6258＞ Hirata Kiko 5270 +325

Significant continuous growth. The acquisition of large orders was announced the day before. In addition to receiving an order for an assembly line for EV drive units for approximately 8.7 billion yen, it seems that they are also receiving orders for battery charging/discharging-related equipment projects for EVs for about 5.6 billion yen following the May release project. Both sales are recorded sequentially according to the progress of construction, and it seems that some will also be reflected in the current fiscal year's results. While the return in stock prices was slow due to the first quarter profit reduction settlement, etc., the review movement is progressing.

＜4658＞ Nippon Air Conditioning 1053 +61

Massive backlash. It was announced the day before that shareholder benefits commemorating the 60th anniversary of the company's founding will be implemented. Shareholders holding 100 shares or more at the end of September are eligible, and it seems that 100 shares or more and less than 300 shares will be given 500 yen worth of Quocard, 300 shares or more and less than 500 shares worth 2000 yen, 500 shares or more and less than 1000 shares worth 5,000 yen, and 1000 shares or more will be presented. It seems to be a situation where the movement to obtain preferential treatment rights is taking precedence. Also, it seems that the current shareholder benefits will only be implemented for this time.

＜1418＞ Interlife 297 +19

Significant continued growth. An upward revision of earnings for the fiscal year ending 25/2 was announced the day before. Operating profit was raised to 0.6 billion yen from the previous forecast of 0.4 billion yen. In the interior construction business and the acoustic/lighting equipment business, it is expected that orders will be received and completed more than expected. Above all, completion of construction related to the Osaka-Kansai Expo is expected to be concentrated over the second half, and orders for redevelopment projects in central Tokyo also seem to be steady. The upward trend from the situation in the first quarter was also impacted by the magnitude of the correction range for the expected line.