Sumitomo Mitsui Trust Bank <7163>: 3,380 yen (+475 yen)

Significant rebound. It seems that expectations for acquisition by NTT Docomo are increasing. Some media reports suggest that executives from major banks have commented that NTT Docomo is moving to acquire the bank. It appears that Mr. Kitao, the chairman and president of major shareholder SBI HD, has also given the green light. Expectations for an acquisition premium are leading the movement. NTT Docomo's name has been mentioned as a candidate for acquisition since declaring its entry into the banking business.

Shimizu Corporation <1803>: 1,193.5 yen (+32.5 yen)

Significant rebound. Nomura Securities has upgraded the investment rating from "neutral" to "buy," and raised the target price from 960 yen to 1,450 yen. As the risk of loss in large projects decreases, it seems there is still room to incorporate improvements in medium-term construction gross margin. Considering the recent situation of delayed orders in redevelopment projects, it seems price negotiations with developers are also progressing. Meanwhile, the same securities firm appears to have downgraded the investment rating for Taisei Corporation.

Casio Computer <6952>: 1,138 yen (+68.5 yen)

Significant rebound. The second quarter financial results, which were delayed due to unauthorized access, were announced, with operating profit at 10.3 billion yen, a 26.5% increase year-on-year, surpassing the previous estimate of 8 billion yen. On the other hand, the full-year estimate has been downgraded from the previous 16 billion yen to 14 billion yen, a 1.5% decrease compared to the previous fiscal year. It seems that unauthorized access has affected sales and production as well as business activities. However, it is practically a situation of upward trends, and there seems to be a prevailing sentiment that the bad news has already been absorbed.

Unitika <3103>: 239 yen (+3 yen)

Rebounded. Reports have emerged about withdrawal from the textile business. In addition to the core clothing textiles, it plans to withdraw from most of the functional materials business such as non-woven fabrics and industrial textiles, which is said to account for 40% of the company's revenue. It seems they are looking for a buyer through the fiscal year ending in March 2026. Seeking financial support from major banks for corporate rehabilitation, it is also reported that Mitsubishi UFJ Bank is inclined to agree to a debt waiver of 30-40 billion yen. The company acknowledges that it is indeed considering withdrawing from unprofitable sectors of the textile business as part of their structural reform initiatives.

T&D HD <8795>: 2817 yen (+313.5 yen)

Significant rebound. A briefing was held the day before, which seems to have led to expectations for enhanced shareholder returns. Regarding excess capital, which had not been specifically mentioned until now, it is specified this time as approximately 330 billion yen, aiming for effective utilization through growth investments and shareholder returns. An increase in share buybacks is anticipated. Additionally, there are discussions about strengthening cash dividends from next fiscal year onwards, and it seems that raising the dividend payout ratio is also being considered.

ZETA <6031>: 388 yen (-15 yen)

Continued decline. After the close of trading on the 27th, the announcement of the special profit and the revision of the financial estimates for the fiscal year ending December 2024 led to initial buying but was pushed down by selling, resulting in a continued decline. The final profit estimate for the fiscal year ending December 2024 (a six-month irregular settlement) was revised upward from the previous estimate of 0.03 billion yen to an increase of 1.10 to 0.15 billion yen, resulting in a new range of 1.40 to 0.18 billion yen (an increase of 366.7 to 500.0%). It is expected to recognize a bundled stock liquidation gain of 0.131 billion yen as a special profit, due to the absorption merger with Saijinia (the company's former name) as the surviving company, and ZETA and Dekuwasu as the disappearing companies.

F-Brain <3927>: 718 yen (+19 yen)

Rebound. After trading ended on the 27th, it was announced that the company's security diagnosis service "Secure X-Ray", utilizing the NDR solution product "Network Blackbox" for which they are the domestic general agent, was adopted in Ichihara City, Chiba Prefecture, which is viewed as good news. The service can conduct advanced diagnostics to discover where challenges exist in the current security environment, thus reducing the risk of leakage, outflow, and infringement of corporate and organizational assets, and can be performed in a minimum of one month, enabling deeper analysis in a shorter period compared to conventional security diagnosis services.

Needs Well <3992>: 297 yen (+6 yen)

Rebound. It was announced that a collaborative effort to start online sales using the chamber of commerce through a business partnership with Connexion has begun. They are working on active online sales targeting small and medium-sized enterprises through chambers of commerce, which respond to different regional needs as a communication channel. This time, targeting Nagasaki City, both companies are sending out newsletters regarding their solutions and announcements for online seminars to small and medium-sized enterprises, aiming to strengthen online sales. In the future, similar initiatives are planned to be expanded in other regions, with the intention of supporting small and medium-sized enterprises on a national scale.