＜285A＞ KIOXIA HD 1601

A new listing was made on the Prime market today. The initial price of 1440 yen, which is 1.03% lower than the public price of 1455 yen, was added, and since then the buying advantage developed. The company is formerly Toshiba Memory and has become the world's largest manufacturer specializing in flash memory. In addition to the large scale of disclosure, the circumstances in which the listing plan has been reversed in two and three turns until now and the movement of US Bain Capital have been used as warning materials, and it is in the form of a calm initial price situation.

＜6146＞ Disco 43360 +2080

Significant continued growth. It seems that a technical briefing session was held the day before. The theme seems to have been hybrid bonding. Here, it seems that it is mentioned that it is expected even more than the current one in terms of improving the added value of equipment in HBM. It has also been pointed out that the content raised expectations for performance contributions from HB recruitment in HBM. Today, strong movements are conspicuous in semiconductor-related towns.

＜3978＞ Macromill 1225 +21

Continued growth. According to the mass ownership report submitted the day before, it became clear that Oasis Management had emerged as a major shareholder of 7.12%. As a holding purpose, it is said that important proposals may be carried out in order to protect shareholder value. TJI, which is under the umbrella of the European investment fund CVC Capital, is currently implementing TOB for 1150 yen per share for the purpose of making it a wholly owned subsidiary against the company. Due to Oasis's large holdings, it is a situation where TOB price increases etc. are speculated.

＜8614＞ Toyo Stock Exchange 561 -46

The sharp decline continued. It was announced that 13.17 million9500 shares, which is 15.8% of the number of issued shares, and treasury stock acquisition with an upper limit of 8 billion yen will be carried out as an off-site transaction. It is said that an agreement was reached on the content of applying for sale of shares owned by major shareholders, etc., and it seems that it is compatible with the sale of shares held by activists. Although it leads to an increase in value per share, stock prices have risen significantly since October, so it seems that the situation will lead to a sense of exhaustion for the time being.

＜6361＞ Made in Ebara 2565.5 +94

Significant continued growth. SMBC Nikko Securities continues to make investment decisions “1,” and has raised the target stock price from 2300 yen to 2800 yen. Since the accuracy of breaking record profits for the fiscal year ending 25/12 has increased, it seems that valuations have also been raised. In addition to the increase in the energy business and the precision/electronics business, transient factors such as impairment of goodwill also go around, and operating income for the fiscal year ending 25/12 has been raised to the 100 billion yen forecast.

＜7256＞ Kasai Takumi 158 +50

The stop is high. The majority of auto parts manufacturers are for Nissan. It seems that reports on the business integration between Nissan and Honda have led to speculative material. There is a view that sales expansion for Honda can be expected, and expectations for restructuring with Honda interior parts manufacturers are ahead of time. There is also a strong sense of affordability at the stock price level, and it is a form subject of speculation for short-term funds. Furthermore, as a high-weight parts manufacturer for Nissan, Unipres, Yorozu, etc. also had a buying advantage.

＜7012＞ Kawasaki Shigeru 6364 +50

backlash. SMBC Nikko Securities has upgraded investment decisions from “2” to “1,” and the target stock price has also been raised from 5,000 yen to 8700 yen. There is a relatively strong sense of undervaluation as a defense-related stock, and it seems that they are aware of “risk of not having it” as a stock with a lot of room for reevaluation. It is assumed that bad material was generally factored in in the announcement of the downside of the PS&E business, and it seems that the judgment is that the sense of undervaluation will once again be recognized as the stock market's perspective shifts to the fiscal year ending 26/3 in the future.

＜9325＞ FIZE HD 947 +66

Massive backlash. The introduction of a shareholder benefit program has been announced. Shareholders with 100 shares or more at the end of March are eligible, and those with a holding period of less than 3 years will receive 1000 yen worth of Amazon gift cards, and 2000 yen worth of the same card will be presented for 3 years or more. It is targeted from shareholders at the end of 25/3, and it seems that the calculation of the holding period goes back to the end of 22/3. The purpose is to improve the investment attractiveness of stocks and expand the investor base with medium- to long-term holdings. Movements to evaluate strengthening shareholder return measures are dominant.

＜7201＞ Nissan 417.6 +80

The stop is high. It is reported that they will enter into discussions with Honda for business integration. A holding company will be established and adjustments will be made in such a way that both companies hang under the umbrella, and it is expected that Mitsubishi Motors will join in the future. If the three companies are integrated, it is likely that the number of units sold will become the 3rd largest group in the world. Above all, since the company's predicament had now become clear, the view that the merit of integration is significant prevails. Meanwhile, Honda is developing ahead of sales from the view that the burden will increase.

＜5216＞ Kuramoto 234 +28

Rapid growth. The consolidated earnings forecast for the fiscal year ending 24/12 due to the start of consolidated financial results was announced the day before. Incorporating IWiz Robotics' earnings forecast for 2 months from November to December, operating income is expected to be 90 million yen and ordinary profit is 28 million yen. Individual results for the fiscal year ended 24/12 were revised downward in November, and operating income was expected to be in deficit of 35 million yen and ordinary income of 25 million yen. Moving towards positive evaluation of current account surpluses on a consolidated basis.