<3289> Tokyu Fudan HD 965.2 +10

Continued gains. At Daiwa Securities, the investment rating has been upgraded from '3' to '1', with a target stock price of 1140 yen. This year, the company is being forced to restrain property sales overseas, but improvement in overseas property sales environment is expected for next year. It also seems to be paying attention to the president's comments of at least 35% dividend payout ratio increase for the upcoming year. It is assumed that the dividend payout ratio will gradually rise to 50% from fiscal year 2028 to fiscal year 2032.

<4912> Lion 1562.5 +23.5

Continuing to rise and setting new highs. Jefferies Securities has upgraded its investment rating from "Hold" to "Buy" and increased its target stock price from 1380 yen to 1750 yen. They anticipate gaining demand in two revenue-generating products such as oral care competition easing and the bottoming out of the hand soap market, and they evaluate that the likelihood of double-digit growth in operating profit for the current and upcoming fiscal years is relatively high. They seem to judge that the strength of overseas business is being underestimated in the stock price. They forecast operating profit for the fiscal year ending December 2024 to exceed the company's planned 27 billion yen, reaching 29 billion yen.

<7821> Maeda Kosen 1733 +53

Significant continued growth. Morgan Stanley MUFG Securities continues to have an investment rating of "Overweight" and has raised its target stock price from 2450 yen to 2600 yen. With a strong performance centering on BBS, they analyze that the mid- to long-term performance contribution of the M&A with Mitsui Chemicals Sansei Co., Ltd. will also become a focus. Despite the solid performance, there is a sense of undervaluation in the PER level, and they judge that the increasing expectations for performance expansion will lead to a rise in stock price. They also continue to pay attention to strengthening shareholder returns in the medium to long term.

<7261> Mazda 1074.5 +37.5

Significant rebound. Today, among the industry sectors, transportation equipment has the highest increase rate, highlighting the strong movement of automobile stocks. The foreign exchange market turned to a higher dollar and a lower yen in the overseas market the previous day, which is leading to the buying interest in automobile stocks. In the United States, economic indicators such as industrial production and retail sales have exceeded market expectations, reducing excessive concerns about economic slowdown, and the anticipation of significant rate cuts by the FOMC has somewhat decreased.

mazda motor crp 4666 Park 24 1728.5 -56

Significant decline. The company announced its third quarter results the previous day. Operating profit in the May-July period was 10 billion yen, an increase of 7.1% compared to the same period last year, which is close to the market consensus level. It seems to be trending upward compared to the full-year company plan, but the consensus has been about 2 billion yen higher than the company plan from the start. There is little surprise and a sense of exhaustion at high levels is already evident. Concerns also include the delayed recovery of the Australian business.

gan ltd 7071 Ambits 1869 +92

Significant increase. It has announced the implementation of the acquisition of treasury stock, which corresponds to 0.3% of the issued shares and has a maximum limit of 0.25 million shares and 0.5 billion yen. The acquisition period is from September 18th to October 31st. It seems to be aimed at enhancing shareholder returns and utilizing it as an incentive in the form of stock compensation for officers and employees. There is a move to expect short-term improvement in supply and demand. Although the acquisition scale is believed to be limited, the recent sharp decline in the stock price has become a trigger material for a rebound.

mazda motor crp 3498 Kasumigaseki Capital 14180 +680

There is a significant rebound. It has been reported that there is a tight supply and demand situation in the refrigerated and frozen warehouse industry, and large-scale investments are being made one after another. It is reported that the company is planning to increase the number of refrigerated and frozen warehouses to about three times the current number by 2027, with an investment amount of around 200 billion yen. It is also said that they will develop warehouses that can automate the storage and retrieval process, in order to reduce the number of personnel involved. With the implementation of large-scale investments in the midst of global market expansion, there is a dominant movement to expect future business expansion.

mazda motor crp 1948 Hirodensho 1435 +176

Sharp rise. The company announced an upward revision of its performance forecast the previous day. The first half operating profit has been raised from the previous forecast of 0.38 billion yen to 0.62 billion yen, and the full-year forecast has been raised from 1.2 billion yen to 1.74 billion yen, an increase of 50.5% compared to the previous period. The first half forecast had only recently been raised from a projected loss of 0.25 billion yen at the end of July. In addition, the interim dividend, which was previously announced as zero, will be 33 yen, and the annual dividend, which was undecided, will be increased by 12 yen from the previous period to 66 yen.

<3415> Tokyo Base 248 +20

Significant rebound. The company announced its semi-annual financial results the previous day, with operating profit of 0.52 billion yen, a 65.5% increase from the same period last year. The profit growth rate remains high at the same 0.36 billion yen, a 64.4% increase for the May-July period. The full-year plan of 1.6 billion yen remains unchanged, but there is a positive sentiment towards the continued expansion of earnings. Although sales may decline due to e-commerce and structural reforms in China, the improvement in gross profit margin is expected through the abolition of general sales, improvement in the value-input rate of the company's original format, and restraint on e-commerce discounts.

<9058> Trankomu 8830 +1500

Stop limit proportional allocation. The company announced the implementation of a management buyout (MBO). A fund affiliated with Bain Capital will conduct a tender offer. The tender offer price will be 10,300 yen, a 40.5% premium over the previous day's closing price. The tender offer period will be from September 18th to October 31st. The goal is to achieve complete alignment with the tender offer price. It should be noted that the dividend of 74 yen for the intermediate period ending in September, which was planned, will be abolished if the tender offer is successful.