＜6315＞ TOWA 13540 +280

A sharp backlash. Jeffries Securities raised the target stock price from 12000 yen to 16,000 yen due to continued “buy-in” investment decisions. It seems that they have determined that the company's compression molding equipment for HBM will continue to expand in the medium term. Based on current financial results, order acceptance trends, product development trends, etc., the earnings forecast was slightly revised, and the newly predicted operating income for the fiscal year ending 27/3 is expected to be 18 billion yen, which is expected to exceed the company's long-term vision target value of 14.7 billion yen.

＜4935＞ Liberta 1010 +150

Stops are highly proportional. They had been bought up to a high level the day before. “Ice Attack α (Alpha),” which combines cooling technology from Japan, was announced to be newly released in late 2014/6 and the day before, and it continues to be viewed as a purchasing material. It is a product jointly developed with Sumitomo Chemical and Yutax, and it seems that it is the world's first cooling wear using temperature control materials and cooling prints. Movements that are expected to contribute to future business results continue.

＜3549＞ Kusuri no Aoki 3149 +50

A sharp backlash. According to the change report submitted the day before, Oasis Management's ownership ratio has risen from 6.83% to 9.67%. The purpose of holding is portfolio investment, exercise of important proposals, etc. According to the report submitted on the 16th, it has risen from 5.50% to 6.83%, and it looks like the current movement to increase purchases is getting stronger. There seems to be a situation where people are aware of the intensification of pressure on measures to improve corporate value.

＜4041＞ Nisso 5120 -190

A sharp decline. Daiwa Securities downgraded investment decisions from “2” to “3,” and the target stock price was also lowered from 5500 yen to 5300 yen. Although the growth potential of high value-added products such as pesticides and HPC has been evaluated, performance momentum is weak this fiscal year due to an increase in research and development expenses for new product development and a decrease in Brazilian company equity profits, etc., and it seems that it is difficult for stock price evaluations to rise for the time being. Operating income for the fiscal year ending 25/3 seems to have been revised to 13.5 billion yen from the 17 billion yen forecast so far.

＜6594＞ Nidec 7626 +334

Massive backlash. Daiwa Securities continues to make investment decisions “1,” and has raised the target stock price from 8,000 yen to 10,000 yen. Operating income for the fiscal year ending 26/3 is expected to be 300 billion yen, a 28% increase from the previous fiscal year due to reduction in structural reform costs, continued increase in MOEN, rapid expansion of water-cooling modules, recovery of HDD motors, etc. The impression is that the growth story has been constructed, and the current valuation is judged to be at a low level in comparison with the past 5 year PER average.

＜7545＞ Nishimatsuya Choi 2272 -36

A sharp decline. Monthly trends for May were announced the day before. Existing store sales increased 2.3% from the same month last year and grew positively for 2 consecutive months, and while the number of customers remained flat, customer unit prices rose 2.3%. There are many days with high temperatures in the first half of the period, and it seems that sales of summer clothing are growing. Also, it seems that sales of childcare and fashion accessories have also been strong. However, the rate of increase in sales shrank from the 7.8% increase in the previous month, and it seems that the high temperature effect in the first half was also factored in, and the feeling of exhaustion prevailed after one round of buying.

＜6366＞ Sendai Chemical 306 -42

Plummeting. It is reported that Zakuri HD, a major US plant company, has applied for the application of Chapter 11. It seems that the rising cost of the LNG plant “Golden Pass” in the southern US state of Texas, which handles design and construction with this company and the like, was a blow. At the same plant, Zakura is in charge of construction, and it seems that the company is mainly in charge of design and material procurement. Deterioration in the business environment, such as worsening inflation, has been recognized once again, and it seems that a sense of caution is spreading to the company as well.

＜8035＞ East Electric 36180 -450

decline. Starting with the company, semiconductor-related developments, such as Advantest and Renesas, have not even been relatively developed. The SOX index fell in the US market the day before, and negative effects spread. Also, today, NVIDIA is scheduled to announce financial results for the fiscal year ending 2-4 in the US. It is attracting attention in predicting the future of semiconductor-related stocks, but it seems that there are many views that hurdles to a positive response to financial results have increased due to stock price increases up to this point.

＜2354＞ YE DIGITAL 756 +100

The stop is high. It has been announced that a business partnership agreement will be signed with Toyota Loom. We will form business alliances in fields such as system development, service business, and sales support. Due to the strengthening of relationships between Toyota Loom, which provides hardware such as material handling equipment, and the company, which provides software such as warehouse automation systems, movements that expect high synergy are dominant. They are also discussing the possibility of proceeding with measures aimed at further strengthening relationships, such as establishing a new company.

＜8281＞ XEBIO HD 1057 +107

rapid expansion. We announced the implementation of treasury stock acquisitions of 3 million shares, which is 6.79% of the number of issued shares, with an upper limit of 4 billion yen. The acquisition period is from 5/22 to 25/5/9. The purpose is to improve capital efficiency and expand shareholder returns in response to changes in the business environment. Expectations that a high level of share buybacks will underpin immediate supply and demand are ahead. The company cites implementing flexible share acquisitions and continuing long-term stable dividends as measures to strengthen shareholder returns aimed at improving ROE.