Amiyaki <2753>: 1682 yen (+62 yen)

Significant rebound. Today, the third-quarter financial results have been announced. Cumulative operating profit is 1.92 billion yen, a 39.5% increase compared to the same period last year, and progress is steady against the unchanged full-year plan of 2.72 billion yen, a 22.4% increase from the previous period. The October-December period also sees a high revenue growth continuing with 0.57 billion yen, a 32.9% increase. Revenue growth has been achieved across various segments including the yakiniku business, yakitori business, and restaurant business, among others.

Suzuki <7269>: 1888.5 yen (+98.5 yen)

Significant rebound. Since the beginning of the year, the stock price of Maruti Suzuki has risen significantly and is viewed as a buying opportunity. Maruti Suzuki's December passenger vehicle sales volume increased by 24% compared to the same month last year, showing strong performance, and is considered a factor in the stock price increase. Additionally, it is attracting attention as an automobile stock that is less susceptible to changes in the business environment under the Trump administration in the USA. It has also been reported that a new medium-term management plan will be announced in February.

Frontier M <7038>: 763 yen (+47 yen)

Significant rebound. The consolidated subsidiary Frontier Capital has announced that it will make Eagle Invesco, which owns all shares of Hobbylink Japan, a subsidiary. Hobbylink is a toy retailer primarily handling models, plastic models, and figures, and sells primarily to overseas customers through the internet. As one of the oldest players in the industry, it appears to have a stable customer base. Recent operating profit is around 0.7 billion yen, suggesting anticipated performance impact.

Nippon Steel <5401>: 3165 yen (-17 yen)

Declined. It has been reported that President Biden has issued a cease and desist order regarding the company's acquisition plan for United States Steel. This seems to be based on the determination that it could take actions that threaten USA's National Security. The company is said to be planning to file a lawsuit, but the probability of being forced to change the scheme is increasing. This was an expected development, and while it also leads to a reduction in short-term financial risks, it is not considered a significant reaction. However, there seems to be a situation where the uncertainty of the medium to long-term strategy is being recognized.

Furukawa Electric Co., Ltd. ＜5801＞: 7,131 yen (+446 yen)

Significant rebound. It has been reported that Japan's public and private sectors are advancing customer development in the USA using high-speed Optical Fiber communication technology. Companies that want to market products in the USA are to be publicly recruited by spring, and they will support some of the construction costs for local demonstration facilities and capture demand from massive tech companies investing in Datacenters, aiming to expand the market Share of Japanese firms in the USA. It appears that there are expectations for the expansion of related products such as Optical Fiber for companies like them and wire stocks.

Asterisk ＜6522＞: 570 yen (+80 yen)

The stock has reached its upper limit. It has been viewed positively since the announcement of the development of a unique two-dimensional code "AsCode" after the close of Trade on December 27, 2024. It can be easily read using the Smart Phone camera and image recognition technology, maintaining the necessary amount of information. The unique two-dimensional code "AsCode" and a dedicated reading decoder have been developed. This will make the management of diverse information, which was difficult with barcodes, possible through Smart Phones. The company and its subsidiary plan to introduce it at trade shows scheduled to be held in Japan and the United States in January and March 2025.

Allied Architecture ＜6081＞: 160 yen (-2 yen)

Continuing to decline. After the close of trading on the 30th, the announcement was made regarding the abandonment of claims against a consolidated subsidiary and a change in liquidation method, leading to selling. The liquidation procedures for the consolidated specified subsidiary SUPERFACTION PTE.LTD. are underway, but it has been determined that it is difficult to recover the claims on that company which is currently in a state of over-indebtedness, hence the decision to abandon the claims against that consolidated specified subsidiary. The amount of the claims abandonment is 1.855 billion yen; however, of that amount, 1.499 billion yen has been fully accounted for as a reserve for doubtful accounts, so in the individual financial statements, the difference of 0.356 billion yen is expected to be recorded as a special loss under impairment of claims against affiliates.

Fundely ＜3137＞: 300 yen Ka -

There is a buying trend at the stop-high price. After the trading ended on the 30th, the introduction of the shareholder benefit system was announced, leading to an early buying response. Shareholders who hold 100 shares (one unit) or more of the company's stocks recorded in the shareholder registry as of March 31 each year (the base date) will receive meal coupons (ranging from 3,000 to 5,000 yen) usable at the company's service, 'Seasonal Delicacies' featuring domestically produced high-end frozen food, depending on the number of shares held. It is stated that the shareholder benefit system will start for those shareholders recorded in the shareholder registry as of March 31, 2025.