<3382> 7&iHD 2222 +27.5

Marked rise with high updating. In relation to the acquisition proposal by Canada's Couche-Tard, executives of the Caisse de Depot et Placement du Quebec in Canada have indicated that there is a high possibility of providing funding support if Couche-Tard proceeds with a tender offer bid. Expectations for a premium in the tender offer bid are reigniting. In addition, there have been reports about the potential sale of a part of Seven Bank within the company, as well as the possibility of selling the Superstore business, which are seen as proactive moves towards enhancing shareholder value.

<6098> Root Inc 9439 +482

Significant rebound. In the US employment statistics announced last weekend, the number of non-farm payrolls increased by 0.25 million, surpassing the market expectation of an increase of 0.14 million. This seems to be an unfolding development that is drawing increased interest as a follow-up for the US job market. The company has ownership of the US-based Indeed, which operates a job search site, and Indeed's revenue has reached the level of around 7 billion dollars, including related businesses.

<3099> Mitsui Isetan 2476 +167

Marked increase. In the US employment statistics announced last weekend, the number of employers significantly exceeded market expectations, leading to a retreat in expectations of a significant interest rate cut in the USA. As a result, the USD is strengthening against the JPY in the foreign exchange market, and it seems that there is a growing belief that this will contribute to the expansion of inbound consumption. Additionally, from October 1st, it is 'National Day' in China, and it is said that Japan is the top destination for Chinese travelers, which is also viewed as a potential expectation factor for the 'Chinese National Day' commercial battle results.

<3985> Temona 222 +50

Trading at the daily limit-up. They have announced the launch of a subscription credit scheme called 'Subscribing Credit,' which allows the introduction of devices priced above 0.1 million yen and below 0.1 billion yen on a monthly subscription basis. The criteria for approval seem to be limited to corporate or individual business owners, with the capability to handle anything, whether new or used. Anticipation is building for future business expansion due to the start of this new business.

Sanmark HD stock 2265 increased by 101 points.

Significant increase. GHD, which owns dining brands such as the beef cutlet restaurant "Kyoto Shogyu" and the cafe brand "NICK STOCK", has announced the acquisition of GHD shares and plans to make it a subsidiary. Moves focusing on synergy effects are expected, such as attracting inbound tourists and strengthening overseas expansion. GHD's recent operating profit is around 1.23 billion yen. The date of the stock transfer is scheduled for mid-November.

Sanei stock 2820 increased by 199 points.

Significant increase. Last weekend, they announced the first-half financial results, with an operating profit of 9.17 billion yen, an 8.6% increase from the same period last year, exceeding the previous estimate of 8.56 billion yen. The increase in personal consumption in Okinawa Prefecture and the growth in inbound tourists are the background. Expectations are for a positive trend towards the maintenance of the full-year plan of 16.7 billion yen, a possible increase in capital costs, and management measures considering stock prices. As part of the shareholder return policy, a dividend of over 5% DOE is planned and considering the acquisition of treasury stock if necessary.

WNI Weather stock 6270 surged by 730 points.

Sharp rise. Last weekend, they announced the first quarter financial results. The operating profit increased by 9.6% from the same period last year, reaching 0.46 billion yen. Sea, Land Domain has been driving sales growth, and operational efficiency has improved with stronger development capabilities and environments. Although there were no surprises compared to the full-year plan, there is a substantial increase in dividends, with dividends being raised from 65 yen to 70 yen per share on a post-split basis after implementing a 1:2 stock split at the end of November.

Yaskawa Denki stock 4993 decreased by 30 points.

Decline. Last weekend, they announced the second quarter financial results, with an operating profit of 11.8 billion yen for the June-August period, a 28.9% decrease from the same period last year, remaining at a similar level to the first quarter performance of 11.1 billion yen. The full-year plan has been revised downwards from the original 70 billion yen to 64 billion yen, which is in line with market consensus levels, but there is a sense of anticipating further downside. Although the order intake for the June-August period has increased compared to the previous year, it seems to have slightly missed the consensus.

<3377> Bike King 508 +80

Proportional distribution at the daily limit. At the end of last week, the company announced its third-quarter results, with a cumulative operating profit of 0.28 billion yen in the black, a turnaround from a solo basis loss of 0.06 billion yen in the same period last year, resulting in an improvement of 0.34 billion yen. The operating profit for the June-August period was 0.52 billion yen, showing an increase in profit level compared to the busy periods of quarters 3-5. The gross profit margin has improved, and selling and administrative expenses such as advertising and publicity costs also seem to have decreased. The unchanged full-year plan stands at 0.12 billion yen and the situation has significantly exceeded the forecast.

<6146> Disco 37,220 -2,490

Significant further decline. Individual sales for the July-September period were announced last weekend. The standalone sales were 83.3 billion yen, an increase of 38.3% compared to the same period last year, greatly exceeding the company's plan of 71.6 billion yen. However, market consensus is expected to fall below. The view that the consolidated operating profit estimated from the standalone sales is also likely to be below consensus. The shipment amount decreased by 1.2% compared to the previous quarter, with weak performance in SiC-related devices. This area is also estimated to be weak even compared to the company's plan.