＜7383＞ NetPro HD 388 +5

Massive backlash. SMBC Nikko Securities continued to make investment decisions “1,” and raised the target stock price from 400 yen to 460 yen. Earnings forecasts were revised upward due to lower credit costs, B2C regrowth led by ATONE, and the profit expansion phase can be expected in the future from B2B GMV, which continues to expand steadily. Also, it seems that the current stock price is still judged to be undervalued when viewed from the EV/Ebitda ratio, gross profit multiple, etc. in Global Comps.

＜9508＞ Kyushu Electric Power 1742.5 +129

Massive backlash. Daiwa Securities has upgraded investment decisions from “3” to “2,” and the target stock price has also been raised from 970 yen to 2000 yen. Future shareholder return policies have not been specified, but it seems that the FCC is expected to have a stable surplus trend, judging that further dividends can be expected from a high level of awareness about stock prices, and predicting a 60 yen dividend for the fiscal year ending 26/3. Also, it is expected that it will be a tailwind for future stock prices, such as the launch of policy nuclear power plant utilization.

＜8306＞ Mitsubishi UFJ 1620.5 +30.5

Significant continued growth. In the US market the day before, Morgan Stanley recorded a 32% increase in profit due to strong trading and investment banking operations in the 3rd quarter financial results, making it significantly higher. Also, Goldman Sachs also intensified its financial evaluation movements. Following JP Morgan and Wells Fargo last weekend, favorable financial results announcements for US finance-related stocks have been made one after another, which seems to have led to stimulus material for domestic megabanks.

＜4684＞ Orbic 4822 -60

The sharp decline continued. Observational reports have been reported that operating profit for the first half of the year was over 38 billion yen, up 8% from the same period last year. It seems to be the highest for the same period for 24 consecutive years. In addition to companies' digital reform needs, migration demand from aging competitors' products was also taken in, and it seems that the introduction of ERP has grown mainly by major companies. However, there are few surprises from the first quarter results, and it seems that the sense of exhaustion is slightly ahead. Furthermore, the company's observation reports so far have been highly accurate.

＜6857＞ Advantes 8002 -49

Continued decline. Semiconductor-related stocks were heavily sold the day before, but it looks like today the overall sales advantage will continue. The movement to view Dutch ASML's financial results negatively, such as a drastic decline in order acceptance, continues. ASML continued to fall by more than 5% the day before, and although the US SOX index also rebounded, the return was slow. The financial results of Taiwan TSMC are being announced today, and it seems that this has led to a buyers' refraining mood ahead of a sense of caution. There was also a reaction against the company that was relatively solid the day before.

＜8894＞ REVOLUE 480 +80

The stop is high. An upward revision of earnings for the fiscal year ending 24/10 was announced the day before. Operating profit was raised to 0.45 billion yen from the previous forecast of 0.37 billion yen, and the previous fiscal year was in deficit of 0.41 billion yen. There was also the fact that it was recorded in the red until the 3rd quarter, so the response was straight forward. Property sales and brokerage projects have progressed more than expected, and in particular, it seems that profitability has improved as the securing and sale of profitable properties within Tokyo progressed. Note that today is the date on which the rights to the stock merger will expire.

＜4386＞ SIGG 722 +100

Stops are highly proportional. An upward revision of the first half earnings forecast was announced the day before. Operating profit was raised from the previous forecast of 0.19 billion yen to 0.31 billion yen, up 67.2% from the same period last year. Upside expectations seem to have been high, but it also seems that they are being viewed as a correction range greater than expected. In addition to strong orders, subsidiaries acquired at the end of the previous fiscal year also seem to be doing well. Also, the fact that profit margin improvements have progressed and part of the expense budget has not been executed also seems to have boosted earnings.

＜3686＞ DLE 138-1

A slight decline. US Triller, which holds shares through a subsidiary investment fund, announced that a merger with Hong Kong's AGBA Group, which is a listed company, has been approved. It is said that the company invested 3 million dollars through this fund in anticipation of Triller's growth potential. Due to the merger and listing effects of Triller, the view that an increase in investment value is expected became dominant, but profit-taking sales gradually became dominant due to a sense of caution about consecutive increases.

＜9503＞ Kansai Electric Power 2670.5 +132

Significant continued growth. The Nuclear Regulatory Commission approved the management policy for the next 10 years for the company's Takahama Nuclear Power Plant Unit 1 at a regular meeting the day before. It will be 50 years since the nuclear power plant began operation in November, and it seems that this will be the first time in Japan that operation for 50 years or more has been approved. In order to secure power sources, it seems that people are becoming aware of active long-term use of nuclear power plants. Today, electric power stocks, starting with the company, became generally dominant in buying, and purchases also headed to nuclear power plant-related areas such as Nippon Steel Works and Sukegawa Electric.

＜3765＞ Gung Ho 3208 +210

Massive backlash. It is clear in the mass holding report submitted the day before that Strategic Capital has become a major shareholder holding 5.47%. The purpose of investment is to carry out important proposals, etc. according to net investment and circumstances. Strategic capital is a domestic hedge fund and is known as an activist fund that makes aggressive shareholder proposals. Additional purchases of Goldcrest were also revealed the day before.