ACCESS <4813>: 1434 yen (+192 yen)

Significant rebound. It has been announced that the framework for providing IOWN Network Solutions, which enable high-speed data center interconnection of 400Gbps, has been established. The solution is said to achieve a reduction of 50% in construction and operation costs and a reduction of 40% in power consumption. It combines the technologies and products of NTT, NTT Advanced Technology, ACCESS, IP Infusion, Broadcom, Edgecore Networks, UfiSpace, Fujitsu Optical Components, and NEC.

Einhell HD <9627>: 5414 yen (+106 yen)

Continued rise. The company announced its first quarter earnings the previous day, with operating profit of 2.76 billion yen, a decrease of 23.6% compared to the same period of the previous year. However, the company has upwardly revised its first-half plan from the previous forecast of 6.64 billion yen to 6.77 billion yen, a decrease of 22.6%. For the full year, the company has revised its forecast from 17.8 billion yen to 19.4 billion yen, a decrease of 5.2% compared to the previous year. In the pharmacy business, prescription unit price and quantity have been strong, and in the retail business, sales growth of Asian cosmetics and high-priced cosmetics has led to an increase in unit price. The effect of new M&A from August is also contributing to the upside.

Fast Retailing <9983>: 44340 yen (-1400 yen)

Significant decline. As of the end of July, the weight of Nikkei Average exceeded 10%, so a cap adjustment ratio of 0.9 is applied to the stock price conversion factor, resulting in a decrease of about 10% in the weight of the index. According to calculations by Nomura Securities, it is assumed that 7.2 million shares and 4.7 days of selling demand will be generated due to the turnover resulting from the regular replacement this time. Although it is already priced in, there is a growing awareness that cap adjustment will continue to weigh on stock prices.

Pan Pacific HD <7532>: 3637 yen (-213 yen)

Significant decline. The regular replacement of the Nikkei Average was announced the previous day. The company was a third candidate for new adoption, and there was a strong expectation that three stocks would be replaced, so expectations for new adoption were high. This time, due to the replacement of two stocks, the company was not selected for adoption, and the expectation of supply and demand has declined. On the other hand, stocks such as Hitachi Zosen, Mitsubishi Warehouse, and GS Yuasa, which were expected to be removed but were still adopted, are being bought.

NRI <4307>: 5227 yen (+243 yen)

Significant rebound. The previous day, it was announced that the regular stock of the Nikkei average will be replaced, and a new adoption has been decided along with Ryohin Keikaku. The buying and selling impact associated with the new adoption will occur at the closing price on September 30. The company's new adoption is believed to have been anticipated in the market, but according to Daiwa Securities' estimate, the buying impact is relatively large, with a 17.11-day impact, and the movement is expected to anticipate a near-term demand and supply improvement. Ryohin Keikaku, which had even higher expectations, is selling ahead.

MRT <6034>: 864 yen -

Stop-limit buy indication. The company has announced a capital business alliance with Docquity, which operates the largest physician platform in Southeast Asia. It will acquire a portion of the shares held by Itochu Corporation, the leading shareholder, and under the support of Itochu Corporation, it will engage in a capital business alliance related to the development of the physician introduction business in the Southeast Asia region and the provision of content to the company's group members in Japan. The amount to be acquired for the newly acquired Docquity shares or equity interests is 7.5% of the issued shares, which amounts to preferred stock with voting rights of 11,818,384 U.S. dollars.

DWTI <4576>: 83 yen (+6 yen)

Significant rebound. The company has announced that the transplantation of the first subject in the phase II clinical trial of the regenerative medical cell product 'DWR-2206' (indication: bullous keratopathy) being developed in collaboration with Acturize has been conducted in Japan, and safety evaluation necessary for the continuation of the second and subsequent clinical trials has been obtained through the course observation. 'DWR-2206' is a cultured human corneal endothelial cell cryopreservation product that contains Rho kinase inhibitor, which is amplified and cultured outside the body, suspended in a cryopreservation solution, and injected into the anterior chamber to regenerate the corneal endothelium.

Sumireji <4431>: 2461 yen (+79 yen)

Rebound. After the close of trading on the 4th, we announced the transition of the number of registered stores for the paid plan of the cloud POS register 'Sumareji' using tablets such as iPads, as well as the number of active stores (including free plans), and it has been well received. In August 24, the number of registered stores for the paid plan was a total of 37,936 (+545 compared to the previous month), and the number of active stores (including free plans) was a total of 45,810, showing a steady increase.