＜1860＞ Todaken 974.5 -0.5

After entering the backstage, it plummeted for a while. A downward revision of the earnings forecast for the fiscal year ending 25/3 was announced after closing ahead. Operating profit was revised downward from the previous forecast of 30 billion yen to 20 billion yen, an 11.7% increase from the previous fiscal year. In the investment and development business of overseas group companies, it seems that the sale period of real estate for sale will partially shift to next fiscal year. However, in addition to leading to factors boosting results for the next fiscal year, it is said that there is no change in annual dividends, so the development is reluctant to decline after one round of sales.

＜3099＞ Mitsukoshi Isetan 2711.5 +191.5

Significant continued growth. Today, department store stocks such as the company, J-Front, H2O Rite, and Takashimaya, and inbound related products such as Pan Pacific and Kotobuki Spirits are all high. The day before, Foreign Minister Iwaya Tsuyoshi announced that mitigation measures will be implemented regarding the issuance of visas for Chinese tourists in Beijing, where he visited. In addition to extending the maximum 5-year multiple-level visa to 10 years with the wealthy in mind, the number of days of stay for group tourists will also be extended from 15 to 30 days. Inbound demand from Chinese tourists is expected to increase.

＜7267＞ Honda 1500 +55.5

Significant continued growth. Okasan Securities has upgraded investment decisions from “neutral” to “bullish,” and the target stock price has also been raised from 1800 yen to 1900 yen. In addition to evaluating the treasury stock acquisition announcement as a positive surprise, it seems that the joint holding company after the merger is clearly led by the company, and the transfer ratio is also viewed as a system where the transfer ratio is not greatly disadvantageous. Furthermore, today, automobile stocks are generally strong due to the sense of security due to the passage of Bank of Japan Governor Ueda's lecture, the high efficiency of Toyota stocks, etc., leading to a tailwind.

＜9605＞ Toei 5990 -60

Continued decline. Nomura Securities lowered investment decisions from “buy” to “neutral,” and the target stock price was also lowered from 6200 yen to 6100 yen. The initial box office revenue for the film “Oshinoko,” which was released on the 20th of this month, was low, and the expected film “One Piece” was not announced at the Jump Festa to be held this month, and it seems that the outlook for these films was lowered and profit forecasts were revised downward. The fact that stock price performance up to this point has been good and the target stock price has been reached is also one of the reasons for the downgrade.

＜1911＞ Sumitomo Hayashi 5316 +61

Continued growth. Daiwa Securities has upgraded investment decisions from “2” to “1,” and the target stock price has also been raised from 5900 yen to 6050 yen. The growth potential of the American detached house business, which was once shunned as high risk, is also being evaluated, and there is a possibility that it will be evaluated as a high PER among major domestic housing-related companies in the medium term. Meanwhile, building materials that are not compatible with quasi-fire resistance have been reported in 930 buildings in 24 prefectures, and it seems to be a factor suppressing the increase in stock prices.

＜4204＞ Sekisui Chemical 2632.5 +178.5

Significant continued growth. It was reported that approximately 310 billion yen will be invested in mass production of the next-generation solar cell “perovskite type,” and a new plant will be built in Sakai City. Operation is scheduled until 2030, and it seems that production capacity is estimated to be around 1 millionkw per year in terms of battery power generation capacity. This is equivalent to the power generation capacity of one nuclear power plant. The government will also subsidize approximately 160 billion yen, which is 50% of the investment. Expectations for future market expansion are high, and it is also an investment theme with high interest, so expectations prevail.

＜197A＞ Towns 591 +52

Significant continued growth. It was announced that a basic agreement was concluded with Roche Diagnostics with the aim of concluding a basic transaction agreement stipulating basic transaction conditions and rights and obligations between the two companies when selling the company's products to Roche. As for the details of the products sold, the ImmunoAce SARS-CoV-2 III standard: 10 test and ImmunoAce SARS-CoV-2/Flu standard: 10 test. An impact on performance due to the expansion of sales to Roche Group companies was expected.

＜5852＞ Ahresty 605 +18

Significant continued growth. The introduction of a shareholder benefit program has been announced. From 2025 onwards, shareholder benefit points will be presented to shareholders holding 500 shares or more as of the end of March every year according to the number of shares held. Preferential points can be exchanged for over 4000 types of products such as food and drink, electrical appliances, experience gifts, etc. on the special website “Ahresty Premium Discount Club” limited to shareholders. It seems that shareholders with 500-799 shares will receive points worth 3000 yen.

＜3086＞ J front 2159 +165

Significant continuous growth. Results for the 3rd quarter were announced the day before. Operating profit for the September-November fiscal year was 11.8 billion yen, up 7.1% from the same period last year, which surpassed the market consensus of around 10 billion yen. The core business seems to be the expected line, but it seems that strong business performance in the developer business, which is not profit from sales, is also a factor. Cumulative operating income was 51.1 billion yen, up 66.7% from the same period, and progress was good compared to the full year plan of 52 billion yen. It seems that comments have also been made that duty-free sales are currently doing well.

＜9073＞ Kyogoku Transport 860 +150

Stops are highly proportional. Announced changes to the shareholder benefit program. Until now, 1000 yen worth of Quocard has been presented to shareholders holding 100 shares or more at the end of September and for 1 year or more, but from now on, ENEOS Preca 4000 yen worth will be presented to all shareholders with 100 shares or more at the end of March. The amount is 5,000 yen for shareholders who have held continuously for 1 year or more. The reason for this expansion of preferential treatment is that it leads to an increase in investment attractiveness to shareholders. It became a form where the yield was greatly enhanced.