<7012> Kawasaki Heavy 5321 +170

Significantly increased. The Ministry of Defense has announced the outline request for the budget for fiscal year 2025 and it is reported that the defense budget will be increased by 7.4% compared to the initial budget for fiscal year 24, requesting a record high of 8 trillion 538.9 billion yen. It is said that the budget includes expenses for the maintenance of a satellite network related to the operation of the "counterattack capability" to strike enemy missile launch sites. This has led to increased interest in defense-related stocks, and related stocks such as the company and IHI are currently being bought.

<3778> Sakura 3770 +335

Significant increase. It has been reported that the Ministry of Internal Affairs and Communications is supporting the regional decentralization of data centers by leveraging Japan's strong optical high-speed communication technology. It seems that data centers, which are concentrated in urban areas, will be dispersed to various locations with the help of subsidies for maintenance costs. Optical-electronic fusion technology, which uses light for data processing and communication instead of electrical signals, is expected to be promoted. The details will be summarized in September, but it is said that support measures such as partial subsidies for the construction costs of data centers using funds will be considered.

<8439> Tokyo Century 1709.5 +124

Significant continued increase. SMBC Nikko Securities has upgraded its investment rating from '2' to '1' and raised its target stock price from 1550 yen to 1900 yen. They are expecting improvement in ROE through portfolio transformation, a favorable business environment in the aviation industry, improvement in margins due to the peak-out of funding costs, and ample business opportunities with major shareholders such as Itochu and NTT. In addition, it is noted that the company's stock tends to outperform in a low US interest rate environment.

<6745> Hochiku 2104 -205

Significant decline. It has been announced that there will be a sale of 1.7 million 7400 shares and an additional allotment limit of 0.25 million 6100 shares. The sellers include major shareholders such as Air Water, Mitsui Sumitomo Insurance, Aiphone, Mitsubishi UFJ Trust, and Tachibana Eletech. The sale price will be determined between September 9th and 11th. This is in response to the intentions of some shareholders to sell and aims to expand the shareholder base and improve liquidity. It is expected that the impact on supply and demand will strengthen in the short term based on the daily trading volume.

<6965> Hamamatsu Photonics 3690 -194

Significantly downtrend. Announced a sale of 7.3 million 4400 shares, as well as a sale through an over-allotment of up to 1.09 million 5600 shares. This is in response to confirming the intention to sell all shares owned by Toyota. The sale price is planned to be determined between September 9 and 11. It seems that concerns about immediate supply and demand deterioration are taking the lead. In order to alleviate these supply and demand impacts, they have also announced an increase in the maximum number of shares repurchased and an extension of the repurchase period currently being carried out.

<3841> G-IDATE 1900 +400

Trading at upper limit. Announced the conclusion of a domestic sales agency contract with French company POLLEN METROLOGY. POLLEN is a company that provides a comprehensive AI-driven process control platform to shorten the time to market for semiconductor manufacturing. They plan to work closely together in the future to further expand solutions. Anticipation for future business expansion is leading due to efforts such as expanding the product offerings to users.

<4707> Kitack 443 -30

Marked significant decline. Last weekend, announced the third quarter financial results, with cumulative operating profit at 0.25 billion yen, triple that of the same period last year. The full-year forecast has been revised upwards from the previous 0.21 billion yen to 0.31 billion yen. The performance exceeded expectations, including the Noto Peninsula earthquake-related orders. However, as the first half results were higher than the original full-year plan at 0.24 billion yen, there were heightened expectations for an upward revision in performance, leading to prevailing short-term exhaustion sentiment.

<4813> ACCESS 1381 +184

Sharp rise. Announced the first half financial results last weekend, with an operating loss of 0.65 billion yen, an improvement of 0.47 billion yen compared to the same period last year. On July 31, the expected loss was revised from the previous 1.63 billion yen to 0.8 billion yen, and the deficit has further narrowed. The period from May to July has returned to profit at 0.24 billion yen. The full-year forecast is still maintained at a profit of 0.5 billion yen, with indications of a further upward adjustment in certainty.

<4369> Trichemical 3975 +200

Sharply higher. The company announced its first-half results last weekend. Operating profit reached 1.94 billion yen, a significant 76.2% increase compared to the same period last year, surpassing the previous plan of 1.64 billion yen by a large margin. As a result, the full-year forecast has been revised upward from the previous 3.38 billion yen to 3.9 billion yen. The semiconductor industry is rebounding due to increased demand in AI-related sectors, particularly witnessing a notable recovery in memory semiconductors. Moreover, with the company continuing with active investments in China, it appears that shipments of their products are exceeding expectations.

<3031> Raccoon HD 661 +85

Marked rise. The company reported its first-quarter earnings last weekend, with operating profit increasing by 7.6% year-on-year to 0.3 billion yen. While the full-year plan is 1.25 billion yen, representing a 2.2 times increase compared to the previous period, the profit growth rate seems relatively low. This is due to a significant increase in advertising and publicity expenses from the second quarter onwards in the previous year, resulting in expanded profit levels for the first quarter. The undisclosed first-half plan has now been revealed, with 0.58 billion yen stated as the target, marking a robust 77.6% increase compared to the previous year. This announcement helped alleviate concerns about the low profit rate growth.