Musashi Precision <7220>: 3935 yen (+65 yen)

Significant continued rise. Oracle Corp announced the adoption of the company's HSC in the cloud computing cluster, leading to strong movement the previous day. The HSC Innovation Forum was held yesterday, contributing to today's further upside. Customer companies have pointed out that there are no alternative materials more suitable than the company's HSC as a power solution, and expectations for medium to long-term contributions to performance are again emerging.

Osaka Soda <4046>: 1639 yen (+220 yen)

Significant rebound. It seems that an earnings conference was held the previous day, leading to materials for reassessing stock prices. The second phase of strengthening construction at the Amagasaki factory for silica gel for obesity treatment drugs has been moved up by about six months, changing the plan from around fall 2026 to the fourth quarter of fiscal year 2025. The smooth progress of large-scale expansion projects by major drug manufacturers in Europe and America and the active development competition for biosimilars in China, India, etc. are being addressed. There are also expectations for an acceleration in the pace of performance expansion.

JVCKW <6632>: 1580 yen (+93 yen)

Significant rebound. A new technology development base that consolidates the R&D teams for car navigation, wireless systems, audio, and projectors was unveiled the previous day. The new base "Value Creation Square" is set to start full-scale operation from December. There seem to be aims to break free from the revenue structure reliant on the wireless business. The return on invested capital has risen to 8.9%, but there are plans to aim for at least 12% by 2030. This seems to lead to positive expectations about future developments.

Kumagai Gumi <1861>: 4070 yen (+250 yen)

Significant continued rise. Nomura Securities has upgraded the investment judgment from "neutral" to "buy," raising the target stock price from 3110 yen to 5100 yen. They have determined that the likelihood of improvement in architectural gross profit margins has increased after the fiscal year ending March 2026, and they believe that the stock price increase, which had been lagging compared to competitors, will progress. The order acceptance profitability for the first half of the fiscal year ending March 2025 is reported to be the highest ever due to selective order-taking efforts. The annual dividend is projected to be 130 yen for the fiscal year ending March 2025, 160 yen for the fiscal year ending March 2026, and 180 yen for the fiscal year ending March 2027.

Keeper Technology <6036>: 4,605 yen (+410 yen)

Significant increase. The monthly trends for November were announced the previous day. The same-store sales for the operation of Keeper Lab increased by 9.3% compared to the same month last year, recovering to positive territory for the first time in two months. While the average unit price decreased by 7.4%, the number of visitors substantially expanded by 18.1% year-on-year. The increase in visitors by double digits has not occurred since August 2023. The Autumn Fair that started in October seems to continue to perform well. Last month, the stock price fell due to a drop in same-store sales, enhancing the impact.

True Data <4416>: 615 yen (+100 yen)

Stopped high, updating the year-to-date high price. It was announced that a retail DX service utilizing data analytics and AI from promotion to effect verification has been adopted by Welcia Holdings. Welcia is promoting data-driven management company-wide by executing strategies utilizing digital technology and has been using the data analysis and disclosure tool "Shopping Scan". As the first phase of the retail DX service, it is scheduled to introduce an AI promotion solution that enables 1-to-1 marketing tailored to each customer in fiscal 2025.

Kaiom <4583>: 197 yen (+18 yen)

Significant rebound. After the close of trading on the 4th, it was announced that a business partnership contract would be concluded with Fuji Film Wako Pure Chemical Industries for antibody production contract services.

It is seen as good material. By providing services using advanced technology, mainly the ADLib system (cell-surface displayed antibody production platform), which allows for complete in vitro (test tube) antibody acquisition, through Fuji Film Wako Pure Chemical Industries that has a strong contract service lineup, it aims to deliver innovative technical solutions to many customers involved in drug discovery research.

DELTA-P <4598>: 501 yen (+20 yen)

Rebound. After the trading ended on the 4th, the development status of DFP-17729 was announced, receiving a positive response. An in-person consultation with the Pharmaceuticals and Medical Devices Agency (PMDA) was conducted regarding the progress of the next trial, targeting patients with pancreatic cancer who have undergone third-line treatment or later, with a clinical phase 2/3 trial design approved to compare the combination group of DFP-17729 and TS-1 and the TS-1 monotherapy group. TS-1 is an improved anti-cancer drug belonging to the class of metabolic antagonists, developed by Taiho Pharmaceutical and approved in japan in 1999.