Kansai Electric Power <9503>: 1925.5 yen (-70 yen)
Significant decline. It is approaching the delivery date of the public offering and secondary offering shares, leading to a visible deterioration in supply and demand. The number of public offering shares is 10,000,480,286,600 shares, the number of shares disposed through treasury stock sales is 45.7 million shares, and the shares sold through over-allotment are 290,977,900 shares. The public offering and offering price is 1,780.5 yen. Following the financial announcement, there was a temporary decline of 23.9%, and the closing price level from the previous day had dropped by 16.8% even before the announcement.
Nippon Enta <4829>: 132 yen (+27 yen)
Significant rebound. It has been announced that traffic information services have started at Toyota Motor's Tokyo headquarters. This service provides national road information such as congestion, accidents, regulations, and related information such as route search and live camera images related to road information. It boasts a wide range of usage records from general consumers requiring advance congestion prediction to media stations, transportation companies, commercial facilities, and corporate users. The provision of services to Toyota is expected to further increase its name recognition.
Ito En <2593>: 3517 yen (+217 yen)
Sharp rise. The company announced its first-half earnings the previous day, with operating profit at 14.4 billion yen, a decrease of 15.6% compared to the same period last year, but the October-December period showed a 7.26 billion yen profit, an increase of 2.9%. Sales in August grew due to strong demand caused by the scorching heat, and there also seems to be a positive effect from the price revision of large PET bottles. Expectations are rising for a recovery in performance. Additionally, it has been announced that a portion of the share buyback (up to 1 million shares) announced on November 28 will be executed in today's off-hours trading.
Nippon House HD <1873>: 344 yen (+9 yen)
Significant further increase. They announced a revision of the first-half performance forecast on the previous day. The operating profit has been upwardly revised from the previous forecast of 1.18 billion yen to 1.86 billion yen, a 34.2% decrease from the same period last year. The progress rate towards the unchanged full-year plan of 2 billion yen has reached 93%. The situation where an upward revision of the full-year forecast is anticipated at the time of the first-half earnings announcement. Although sales in housing and hotel businesses fall short, profitability seems to be increasing due to reduced depreciation and cost-saving effects.
Disco <6146>: ¥44,160 (+¥2,830)
Significant gains. Today, the semiconductor sector, a core area, is uniformly rising. In the USA market, the SOX index has risen by 2.6%, positively impacting domestic related stocks. Additionally, the US government announced strengthened export controls on semiconductors to China, adding 140 Chinese companies to the "Entity List", effectively prohibiting export of memory and semiconductor manufacturing equipment for AI to countries like South Korea, China Taiwan, etc. Japan and the Netherlands are exempt from the new regulations, providing a sense of reassurance.
Living T <4445>: ¥1,670 C -
Showing a limit-up buying trend. After the trading on the 2nd, the establishment of a shareholder benefit system was announced, which is considered a good material. The initial reference date is the end of March 25, with an annual gift of QUO card worth 15,000 yen (300,000 yen per year) to shareholders who hold 2 units (200 shares) or more listed or recorded on the shareholder registry as of the end of March and September each year. The aim is to continuously improve the liquidity of the company's stock and make it more attractive as an investment target for more people to recognize.
Data Sec <3905>: ¥831 (+¥42)
Strong rebound. Announced the signing of a basic agreement towards a business alliance with GIGA Computing, a leading IT hardware manufacturer in Taiwan, after the close of trading on the 2nd. The collaboration aims to utilize the technologies, products, resources, and networks of both companies to secure servers equipped with the latest NVIDIA GPUs in the AI server sector expected to expand demand in the future, as well as to collaborate on the operation of AI datacenters.
Headwater <4011>: ¥12,870 (+¥360)
Significant continued growth. After the close of trading on the 2nd, the announcement of strengthening generative AI services for the automotive industry, starting with the in-vehicle edge AI agent, is viewed positively. The first measure of enhancement is the strengthening of the lineup of in-vehicle edge AI agents. The in-vehicle edge AI agent utilizes AI on edge devices installed in automobiles to process data and make decisions in real-time, executing specific tasks autonomously without human intervention, enabling further enhancement of self-driving technologies such as obstacle detection and collision avoidance.