Takakyu ＜8166＞: 103 yen (+15 yen)

Significant continued growth. The cancellation of the description in “Notes on Assumptions of Continuing Companies” has been announced. Since net assets were negative of 1.9 billion yen or more in the fiscal year ended 23/2, there was a situation that raised important doubts about the premise of continuing companies, but since capital increases due to third party allotment and debt exemptions by transaction financial institutions, etc. were carried out, excess debt was resolved in the first quarter of the fiscal year ending 25/2, and it is assumed that a financial base will be established. It seems to be a development where the sense of purchase security is increasing.

Meitetsu ＜9048＞: 1,798 yen (-200 yen)

The sharp decline continued. The issuance of Euro yen CB 25 billion yen maturing 2033 and Euro yen CB 25 billion yen maturing 2034 has been announced. As for the conversion price, the former is 2098 yen, the increase rate is 5.01%, and the latter is 2058 yen, and the increase rate is 3.00%. The total ratio of potential shares is 12.2%, and it seems that they are being used as sales material. It seems that the funds raised will be used for about 7 billion yen for railway-related investments, about 23 billion yen for real estate-related investments, and the remainder will be used for repayment funds for corporate bonds and loans.

CYBOZU ＜4776＞: 1699 yen (+173 yen)

Massive backlash. From 24/11/1, it was announced that the price structure for each service of “Kintone,” the cloud service version “Cybozu Office,” “Garoon,” and “Mailwise” will be revised. When calculated based on the current contract status, it seems that it is expected to lead to an increase in sales of about 2-4 billion yen per month. It seems that a significant contribution to earnings growth is expected. Also, from 7/8, it was announced that a new Kintone course “Wide Course” will begin for customers who have implemented it on a large scale.

Seki Paint ＜4613＞: 2581.5 yen (+279 yen)

Significant continued growth. It has announced the implementation of treasury stock acquisitions of 40 million shares, which is 19.01% of the number of issued shares, with an upper limit of 80 billion yen. The acquisition period is from 5/31 to 25/5/30. It also seems that they are planning to acquire approximately 15 billion yen through off-site transactions. The purpose of the acquisition is to improve capital efficiency and expand shareholder returns, and it seems that the acquired treasury stock is scheduled to be written off. It is a development where people are aware of the positive impact on supply and demand due to large-scale stock buybacks, and the increase in value per share.

Fuji HD ＜4676＞: 1,743 yen (+97 yen)

Massive backlash. It is reported that it became known that the US investment fund Dalton Investments sent a letter requesting an MBO. Since foreign investors cannot acquire 20% or more of a broadcasting company's shares due to Japan's broadcasting law, it seems that Dalton will acquire 20%, and PE, management, employees, etc. will acquire the rest. Currently, Dalton holds 6.55% of the shares, including joint holdings. Today, other media stocks such as TBS and TV Asahi also had a buying advantage due to a sense of association.

AHC Group ＜7083＞: 1,351 yen (+109 yen)

Significant backlash. It has been announced that it will form a capital and business alliance with Papageno (Shibuya-ku, Tokyo), a venture from Kanagawa Prefectural University of Health and Welfare. In addition to undertaking 5,000 Papageno shares (total amount: 0.1 billion yen) through a third-party allotment of shares, it will also acquire a total of 1000 shares from major shareholders. The share transfer execution date is 6/7, and the AHC Group's ownership ratio is scheduled to be 10.9%. Through partnerships, we aim to improve the efficiency of welfare establishments by utilizing IT, develop workplaces that meet diverse needs, and develop and build a governance system through DX promotion.

ACSL (6232): 846 yen (+41 yen)

Continued significant growth. It has been announced that it was adopted as a contractor for the research and development concept “autonomous control/distributed control technology for small drones (research and development item (1))” in the economic security important technology development program publicly solicited by the New Energy and Industrial Technology Development Organization (NEDO). The scale of the business is within 100 million yen. First, we will begin a feasibility study (feasibility study) for hardware development of small drones equipped with software related to autonomous control and distributed control.

LA Holdings ＜2986＞: 4,245 yen (+135 yen)

Significant rebound for the first time in 4 days. It has been announced that a stock buyback will be carried out with an upper limit of 150,000 shares (750 million yen). The ratio to the total number of issued shares (excluding company shares) is 2.4%. The acquisition period is from 31st to 8/30. The purpose is to improve shareholder returns and capital efficiency, and to implement flexible capital policies in response to changes in the business environment. In addition to the fact that stock buybacks have been well received, it seems that the fact that there is a sense of affordability in response to the continuous decline until the day before has also led to purchases.