Aircro＜9557＞: 375 yen (+10 yen)

backlash. After the transaction ended on the 25th, it was announced that United Arrows had begun to be commissioned to re-commercialize damaged products, etc. The contract for re-commercialization of damaged products, etc. this time is an example of “individual customization,” and in order to strengthen the “re-commercialization of B products,” which United Arrows has been working on while promoting the sustainability activity “SARROWS,” it was decided to begin cooperation with the company after going through introduction verification of a recycling-type platform. By reducing product waste, it is said that they will promote a circular economy in the apparel industry and aim to solve the clothing waste problem.

AI ＜4388＞: 627 yen (+31 yen)

Significant continued growth. An AppFoundry ISV partner agreement was signed with Genesis Cloud Service, which is a global leader in contact center solutions, and it was announced that cooperation in the speech synthesis area will be promoted. Aiming for functional collaboration between Genesys Cloud CX and the company's speech synthesis engine AITalk solution, we will make it possible to provide high-quality and controllable AITalk to customers using Genesys Cloud CX in the Japanese market where there is a high level of demand for the quality of telephone response messages.

Neuruimune ＜4893＞: 202 yen (+23 yen)

A sharp backlash. We have signed a business partnership agreement with Takara Bio regarding the development of NIB103, which is our own PRIME CAR-T cell using cancer patients' own lymphocytes. Takara Bio is exclusively responsible for manufacturing NIB103 clinical trial products and commercial products after marketing, and bears the costs associated with manufacturing clinical trial products. The company is exclusively responsible for development operations excluding manufacture of NIB103 within Japan and sales after launch, and bears the costs associated with them. All rights relating to the development, manufacture, and sale of NIB103 overseas will continue to be exclusively owned by the company.

Oracle Japan ＜4716＞: 14,680 yen (+985 yen)

Massive backlash. The first quarter financial results were announced the day before, and operating income was 22.2 billion yen, up 20.2% from the same period last year, and while the full-year market consensus is expected to increase profit in the 1-digit range, it seems that it is being accepted as a steady start above expectations. Cloud services are steadily expanding, and software license sales are also expanding significantly due to large contracts, etc. Good financial results have been received, and it seems that it has also led to a round up of dividend consensus, etc.

Mitsui Marine ＜6269＞: 3475 yen (+195 yen)

The high price of 5/14 was updated due to significant continuous growth. Mizuho Securities has made a new “buy” investment decision, and the target stock price is 4100 yen. In addition to the construction progress of the 2 large-scale FPSO projects, orders for expected projects are also expected, so the gross profit margin for construction work can be expected to remain at a high level. Also, oil development costs in large water depths are below the crude oil price level, and a recovery in global oil development investment can be expected, so there is a high degree of certainty that a good business environment will continue.

Sanwa HD ＜5929＞: 3815 yen (+349 yen)

Massive backlash. According to the mass ownership report submitted the day before, it became clear that the holding ratio including the share of joint owners of US investment funds Value Act Capital was 5.94%. The purpose of holding is to make net investments, give advice to management, or carry out important proposals, etc. according to circumstances. Value Act is known as a talkative shareholder, and has also invested in Nippon Kohden, Topcon, etc. We are in a situation where speculative purchases take precedence over future developments.

Lasertec ＜6920＞: 23965 yen (-280 yen)

Falling back. While semiconductor-related products are generally dominant in buying, unresolved movements are conspicuous. Mizuho Securities downgraded investment decisions from “neutral” to “underperforming,” and the target stock price was also lowered from 32,000 yen to 19,000 yen. It also seems that there is a possibility that downward revisions to earnings forecasts due to poor investment by Intel, and downward revisions to future EUV exposure equipment forecasts by ASML will be announced over the next 10-11 months. For the time being, it seems that they are waiting for a revival of Intel capital investment.

East Electric ＜8035＞: 25510 yen (+1660 yen)

Massive backlash. While the Nikkei Average rises significantly due to the depreciation of the yen in the exchange market, falling dividend rights and futures buying expectations for reinvestment, etc., above all, semiconductor-related increases stand out and are leading the market. The US SOX index has only risen 0.8%, but Micron, which announced financial results after closing, is rapidly growing due to overtime trading, leading to buying materials for domestic semiconductor-related stocks. Micron's guidance for the first quarter also seems to have greatly exceeded market expectations in terms of both sales and gross profit margin.