<9843> Nitori HD 20715 -335

Significant decline. September monthly trends were announced the previous day. Same-store sales increased by 1.4% compared to the same month last year, marking two consecutive months of growth, but the growth rate slowed down from the previous month's 7.8% increase. While the number of customers increased by 9.9%, the average spending per customer decreased by 7.7%. Excluding the impact of weekdays, it seems that there was a decrease of 0.5% in revenue. Factors such as the effect of TV commercials led to strong sales of living room, bedroom furniture, kitchen organizing products, bedding, and sleep products, but furniture saw a decrease in revenue due to the previous year's comparison.

<2670> ABC Mart 2953.5 -77.5

Significant decline. September monthly trends were announced the previous day. Same-store sales increased by 6.1% compared to the same month last year, marking 31 consecutive months of positive growth. While the number of customers decreased by 0.4%, the average spending per customer increased by 6.5%. However, the growth rate in same-store sales has slowed down significantly since the February 2025 period, with a trend towards viewing it as a selling point. Factors such as sluggish duty-free sales growth seem to have contributed to the slowdown in revenue growth.

<7606> U-ROSE 2168 +74

Significant rebound. September monthly trends were announced the previous day. Same-store sales increased by 13.7% compared to the same month last year, marking nine consecutive months of positive growth. The number of customers increased by 6.8%, and the average spending per customer also rose by 7.3%. The movement of autumn clothing items such as shirts, cuts, and knits was strong due to the drop in temperature, and elegant items like jackets, pants, and dresses also performed well. It is believed that anniversary promotions also had a positive effect.

<9983> Fast Retailing 48490 +1710

Significant rebound. September monthly trends were announced the previous day. Same-store sales increased by 22.1% compared to the same month last year, marking six consecutive months of positive growth. The number of customers increased by 18.1%, and the average spending per customer also rose by 3.4%. Sales of summer goods performed well in the persistently high temperatures, along with strong sales of intermediate season items like outerwear. It is believed that even when excluding the impact of weekdays, there was a high sales growth of around 20%.

<6762> TDK 1915.5 +68

Significant rebound. It has announced the development of a neuro-morphic element, the spin memory star, which uses spintronics technology to achieve ultra-low power consumption. It aims to commercialize the device that can reduce power consumption to 1/100 and promote development through international collaboration between industry, academia, and government in the future. It seems to be attracting attention as a solution to challenges such as the increased power consumption associated with the advancement of AI. The flow of high-tech stocks is supported today with the improvement in the market sentiment.

<7545> Nishimatsuya Che 2472 +30

Significant rebound. It announced the interim results for the first half of the previous day, with operating profit increasing by 4.2% year-on-year to 7.02 billion yen, slightly below the previous plan of 7.19 billion yen. The current trend of same-store sales seems to be generally within the expected range. It raised the interim dividend from the previous plan of 14 yen to 15 yen. In addition, the announcement of a share repurchase of up to 0.24 million 3000 shares, equivalent to 0.4% of the issued shares, and up to 0.5 billion yen, is also viewed positively.

<8308> Resona Holdings 949.8 -8.1

Decline. Today, the banking sector is one of the few industries showing negative performance. The new LDP leader, Ishiba, met with BOJ Governor Ueda the previous day. Following the meeting, he seems to have indicated a recognition that, personally, he does not believe the current environment warrants further interest rate hikes. While Ishiba was previously seen as positive towards monetary policy normalization, his cautious comments on rate hikes this time appear to have eased concerns about additional hikes before the end of the year, which had been increasing recently.

<8020> Kanematsu 2332 -88

Significant decline. Announced the implementation of a public offering of 5.71 million 6200 shares, with an overallotment option of 0.85 million 7400 shares. The sellers are each financial institution, which have become major shareholders. The offering price will be determined between October 9th and 16th. They have been working on reducing their policy shareholding continuously, and this is seen as part of that effort. Moves to guard against short-term supply and demand imbalances are taking the lead.

Seibu Holdings, stock code 9024, increased by 266 points.

Significant rebound. The upward revision of the performance forecast was announced the previous day. By acquiring NW Corporation shares through a subsidiary, the negative goodwill and the difference profit related to the step acquisition are included in special profits, significantly raising the first-half net profit from the original 17 billion yen to 76 billion yen. Also, the operating profit stage was revised upward from 26 billion yen to 33 billion yen, with revenue plans for hotel and leisure business, urban transportation, and local line business exceeding expectations. The better-than-expected performance in the main business was positively regarded.

Kasumigaseki Capital, stock code 3498, increased by 3240 points.

Sharp rise. The financial results for the fiscal year ending August 2024 were announced the previous day, with operating income at 8.54 billion yen, a 92.2% increase from the previous year, landing on the plan's line. In addition, for the fiscal year ending August 2025, a profit of 16.5 billion yen, a 93.3% increase, is expected, with a consecutive significant increase in profit. Furthermore, the medium-term plan until the fiscal year ending August 2029 was also announced, planning for a net profit of 50 billion yen. The actual results for the fiscal year ending August 2024 were 5 billion yen, raising expectations for high growth once again. The annual dividend for the fiscal year ending August 2025 is planned to increase by 70 yen compared to the previous year, to 240 yen.