EXEDY ＜7278＞: 2,572 yen (-291 yen)

A sharp decline. Aisin, Aisin HD America, and Aisin Europe have announced the implementation of stock sales with sellers. The number of shares sold is 14.113,400 shares, and the maximum sales due to overallotment of 2,117,000 shares will also be carried out. The total voting rights ownership ratio of the 3 companies accounted for 34.55%, but with this sale, the holding ratio will be zero. A share repurchase of 8 million shares, which is 17.03% of the number of issued shares, has been announced, but supply and demand concerns due to large-scale sales have prevailed.

Koa Shoji HD ＜9273＞: 765 yen (-120 yen)

A sharp decline. A public offering of 2.174,000 shares and implementation of sales due to an over-allotment of 326,000 shares have been announced. The maximum number of new shares issued will be at the level of 6.3% of the number of issued shares. Movements that view the dilution of stock values as negative are dominant. The public offering price will be decided between 6/5 and 10. The funds raised will be used as part of capital investment funds related to the construction of the new Zao Plant 2 of Koaisei Co., Ltd., a subsidiary responsible for the pharmaceutical manufacturing and sales business.

Osaki Den＜6644＞: 652 yen (+48 yen)

Significant continued growth. Ichiyoshi Securities has raised ratings from “B” to “A,” and fair value has also been raised from 800 yen to 900 yen. The spread of second-generation smart meters is expected to be in full swing from fiscal year 26, and it seems that they think it will lead to expansion of business opportunities for the company, which is a top company. Also, based on the financial results for the fiscal year ending 24/3 and the details of the medium-term management plan, it is planned to strengthen the view on financial results for the fiscal year ending 27/3 and onwards.

Nissin Pharmaceutical ＜4516＞: 2874 yen -

There is a sign that bargain sales will stop. A five-year medium-term plan was announced the day before. We have set sales revenue of 230 billion yen and operating profit of 30 billion yen as target values for the fiscal year ending 29/3. As for the fiscal year ending March 31, 2012, sales revenue was 148.3 billion yen and operating profit was 33.3 billion yen, and although sales were above expectations, profit is an unexpected negative growth plan. In addition, a preliminary results report stating that the main evaluation items could not be achieved for the phase 3 trial of the Duchenne muscular dystrophy remedy Biltralsen has also been announced.

Tohoku Electric Power ＜9506＞: 1,535 yen (+141 yen)

Significant continuous growth. It was announced that safety measures construction for Onagawa Nuclear Power Plant Unit 2 has been completed. It was initially scheduled for June, but it was completed ahead of schedule. It seems that fuel loading work to put nuclear fuel into the reactor and inspections to start the reactor will proceed in the future in order to restart operation around September. If it can operate as scheduled, there will be a fuel cost reduction effect of about 7 billion yen per month, and it seems that ordinary profit for the fiscal year ending 25/3 will be boosted by 40 billion yen.

Cell Seed ＜7776＞: 281 yen (+7 yen)

The price has been high since the beginning of the year. Of the stock acquisition rights issued on 23/6/5, it was announced that 7877 (11.42% of the total number issued) were exercised, and 787,700 shares were issued. There are 15,910 unexercised stock acquisition rights. Concerns about future dilution of stock values have receded due to mass exercise. Also, it was reported that Qualypus ＜4894＞ will apply to the Ministry of Health, Labor, and Welfare for approval to manufacture and sale of myocardial sheets created from iPS cells in June, and it seems that investors' attention is being drawn to drug discovery ventures.

Eyes ＜5242＞: 2017 yen (+250 yen)

Significant rebound for the first time in 3 days. It has been announced that the number of companies taking the stage at the online seminar event “Media Radar Week” hosted by the advertising industry platform “Media Radar” has exceeded 200 companies. It is an event where marketing experts gather, and it is said that many large companies leading the industry and media management companies are also on stage. Eyes stocks had continued to drop drastically until the day before, so it seems that they are also buying heavily.

Metallic ＜6182＞: 1,065 yen (+34 yen)

Continued significant growth. Group company Rosetta (Chiyoda-ku, Tokyo) has announced that the cutting-edge large-scale language model “GPT-4O” released by US OpenAI has been mounted on the industry-specific generative AI system “Metareal AI LLM2.” It is said that AI orchestration using 10 LLM groups (GPT-4O, GPT-4, GPT-3.5, Claude3 Opus, Claude3 Sonnet, Claude3 Haiku, Mixtral-8x7b, Gemma7B, Llama 3 70B, Llama 3 8B) will operate together with existing mounted models.