＜6869＞ Sysmex 2679.5 + 86

backlash. Jeffries Securities raised investment decisions from “hold” to “buy,” and the target stock price was also raised from 2700 yen to 3100 yen. Valuation has declined in response to falling expectations for China, but while it is expected to achieve an average annual sales growth rate of 8% and an average annual operating profit growth rate of 12%, it is judged to be a very attractive valuation. The overall situation in China seems to be improving, and it was analyzed that expectations for sales expansion in the Indian market due to the shift to direct sales are high.

＜3635＞ Koei Tecmo 1368 +104

rapid expansion. While Tokai Tokyo Securities lowered its target stock price from 2050 yen to 1710 yen, investment decisions were upgraded from “neutral” to “outperforming.” The fact that the sense of undervaluation has strengthened due to falling stock prices is the background of the evaluation increase, but the challenge of improving Western presence through large console games with a western world view, where solid profits can be expected due to the introduction of large-scale “Warriors” collaboration titles such as “Zelda Warriors” and “ONE PIECE: Pirate Warriors,” is also being evaluated.

＜2652＞ Mandarake 512 +55

skyrocketing. Monthly trends for April were announced the day before, and they are sources for buyers. Existing store sales increased 14.1% from the same month last year, and the growth rate expanded from the previous month, and after entering 24/9, the growth rate was at a high level after the same 14.2% increase in February. It seems that the number of customers visiting the store continues to be steady. Total sales at all stores up to April increased 15.2% from the same period last year, which greatly exceeded the company's full-year sales plan of 5.0% increase.

＜6005＞ Miura Takumi 3240 +46

Continued growth. It has been announced that it is a capital and business alliance with Daikin Industries. The treasury stock, which is 4.67% of the issued shares, was sold to Daikin, and Daikin became the actual largest shareholder. Meanwhile, the company invests in Daikin Applied Systems, which is a wholly owned subsidiary of Daikin. It seems that the plan is to increase proposal power by combining energy saving equipment from both companies in response to factories' decarbonization needs, such as Daikin's large air conditioning equipment and industrial boilers for the company's factories.

＜6810＞ Maxell 1673 +38

Significant continued growth. It has been announced that they have developed an all-solid-state battery technology that can withstand high heat of 150 degrees Celsius. It seems that heat resistance was increased by 25 degrees by devising electrode materials and formulations. It responds to requests to be used in high temperature environments. Durability to charge and discharge has also increased by about 5 times, and it seems that the number of times batteries are replaced can also be reduced. It also seems that in-vehicle applications such as devices that sterilize medical instruments, semiconductor manufacturing devices, and car tire sensors are assumed.

＜8166＞ Takakyu 101 +13

rapid expansion. The cancellation of the description in “Notes on Assumptions of Continuing Companies” was 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.

＜9048＞ Meitetsu 1800.5 -197.5

The sharp decline continued. The issuance of Euro yen CB 25 billion yen maturing 2033 and Euro yen CB 25 billion yen maturing 2034 was 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.

＜4776＞ CYBOZU 1722 +196

rapid expansion. From 11/1 this year, 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 is expected to lead to an increase in sales of about 2-4 billion yen per month, and a significant contribution to the increase in earnings is expected. Also, from 7/8, it was announced that Kintone's new course “Wide Course” will be launched for large-scale customers.

＜4613＞ Seki Paint 2620 +317.5

rapid expansion. 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.

＜4676＞ Fuji HD 1784 +138

Massive backlash. It was 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.