＜6857＞ Advantes 8690 -70

Falling back. Today, the main semiconductor-related brands, such as this company, are generally dominant in sales. Interest rate cuts of 0.25% were decided in the US FOMC the day before, but the forecast for the number of interest rate cuts in 25 has decreased to 2, making it a selling material for growth stocks. The SOX index has fallen by more than 3.8%. Also, although Micron announced financial results, it showed sales forecasts that fell below market expectations and plummeted due to overtime trading, which had a negative impact on domestic-related stocks.

＜7743＞ Seed 510 +52

rapid expansion. Reports of joint development of contact-type terminals have been reported. The microdisplay, which was jointly developed by the company and Professor Takagi of Tokyo University of Agriculture and Technology, is used by directly placing it on the corneal part of the eye, and receives and draws data sent from a smartphone, etc. It is assumed that not only characters but also images can be projected, and usage such as displaying subtitles by simultaneous interpretation of heard sounds, and superimposing map information on the scenery actually viewed. We are currently in the process of developing production technology.

＜9517＞ Erex 570 -32

The sharp decline continued. The year-to-date low on 8/5 has been updated. SMBC Nikko Securities continued the investment decision “2” and lowered the target stock price from 860 yen to 740 yen. There is a high possibility that the results for the fiscal year ending 25/3 will land upward due to an increase in total sales of electricity, etc., but it seems that it is anticipated that profit for the fiscal year ending 26/3 will turn into a 22.0% decrease compared to the previous fiscal year, mainly due to the effects of a decrease in the number of customers associated with the T-Dash transfer.

＜9843＞ NITORI HD 18675 -1065

A sharp decline. It went backstage and went one step cheaper. In the exchange market, the appreciation of the dollar and the depreciation of the yen progressed, and it entered the 155 yen range, and sales pressure intensified as a demerit stock with the depreciation of the yen. Although interest rate cuts of 0.25% were decided as expected in the US FOMC, the forecast for the number of interest rate cuts next year has receded to 2 times a year, leading to an increase in the dollar. Also, interest rate hikes were postponed at the Bank of Japan monetary policy meeting, and although it was as expected, it led to further appreciation of the dollar and depreciation of the yen.

＜1911＞ Sumitomo Hayashi 5205 -405

The sharp decline continued. The number of housing starts in November in the US announced the day before was 1.28 million9,000 units, down 1.8% from the previous month. The market forecast is 1.34 million5,000 units, which is an unexpected decline. Although single-family housing has picked up, it looks like the decline in apartment complexes is reverberating. Incidentally, concerns about the future of the US housing market were reflected in the company as well. Also, the fact that the US observes that the pace of interest rate cuts will slow down next year in response to the FOMC is also negative.

＜3370＞ Fujita Corpo 272 +52

It skyrocketed and stopped high at one point. The establishment of a new shareholder benefit system has been announced. An online coupon worth 1000 yen will be presented to shareholders holding 100 shares or more at the end of March. The purpose of establishing new preferential treatment is to have people deepen their understanding of the business by coming into contact with the company's products and services, and to increase the attractiveness of investing in stocks and have many investors hold shares over the medium to long term. Movements expecting an expansion of the investor base have taken the lead.

＜4676＞ Fuji HD 1858 +122.5

Significant continued growth. Nomura Securities raised investment decisions from “neutral” to “buy,” and the target stock price was also raised from 2010 yen to 2420 yen. The company has the highest sales ratio of the non-terrestrial advertising business among the five broadcasters, and it seems that they think it is difficult to be affected by a medium-term decline in sales in the terrestrial advertising business. It was determined that profit growth associated with the expansion of sales in the non-terrestrial advertising business was not sufficiently factored into the current stock price. The announcement of quantitative targets for treasury stock repurchases also seems to be a point of interest in the future.

＜5707＞ Toho Lead 590 -150

Stop cheap. It has been announced that a total of 7.5 billion yen will be raised through a third-party allotment of shares with investment funds such as Advantage Partners as underwriters. The financial position has deteriorated due to changes in market conditions and high-cost mine operations, and in addition to improving the financial base through capital increases, it seems that plans will also work on organizing unprofitable businesses such as withdrawing resource businesses and desired retirement. Potential dilution of voting rights seems to be about 299.8%, leading to negative attitudes.

＜3457＞ andDo 1116 +150

The stop is high. A capital and business alliance with Dai-ichi Life HD has been announced. Dai-ichi Life HD undertook a third-party allotment of shares, etc. due to treasury stock disposal, resulting in an investment ratio of 15.73%, and it seems that it will be a company subject to the equity method. The investment amount has not been disclosed, but it seems that it is estimated to be around several billion yen. In order to dispose of treasury shares, the company will carry out share buybacks with an upper limit of 1.05 million3000 shares and 1.4 billion yen, which is 5.29% of the number of issued shares.

＜6412＞ Peace 2410 +268

rapid expansion. It was announced that Accordia Golf, the largest golf course company in Japan, will be acquired for 510 billion yen. All shares of the parent company will be acquired from the US investment fund Fortress. The acquisition funds are fully covered by borrowing from banks, and shares are scheduled to be acquired at the end of January '25. Together with its subsidiaries, it seems to be one of the world's largest golf course companies. When performance is simply added up, sales and operating profit are about double the current level. There are concerns about financial burdens, but it is a movement to evaluate business expansion.