Nichi-chu (5609): 1,083 yen (+150 yen) Trading limit up. It has been reported that a technology that can reduce the production cost of metal machinery parts by 20-30% using 3D printers has been developed. They are expected to mass-produce parts using the same technology for industrial machinery in FY2024 and also consider licensing the technology. A method using water when making metal powder has apparently been developed, which leads to short delivery times and cost reduction. It seems that they plan to gradually expand it to semiconductor manufacturing equipment. The move to expect long-term performance contribution is dominant.
Temporary limit up. They have announced that they have started discussions with Super Micro Computer Inc., Sharp Corp, and KDDI Corporation to build an AI data center. They aim to build an AI data center equipped with Nvidia's cutting-edge AI computing platform GB200 NVL72 on the site of Sharp Sakai Plant and start early operation. In addition, they also announced the complete acquisition of MSS, a subsidiary of Bulk Holdings, their comprehensive business partner, and to start cooperation in the AI and cybersecurity fields.
InfoCom Corporation (4348): 5,470 yen (+610 yen)
Temporarily circuit breaker. It has been reported that the U.S. investment fund Blackstone has agreed to acquire the company, and trading was suspended all day the previous day. Teijin, the parent company, will sell all its shares, and Blackstone will acquire all the shares through a tender offer, with the acquisition cost rumored to be around 260 billion yen. The company acknowledges that they are considering the intention of Teijin. Expectations for the TOB premium have been there, and they are increasing further today.
JAMCO Corporation (7408): 1,572 yen (+86 yen)
Significant increase. It seems that the delivery of new aircraft such as the 737 MAX and 787 Dreamliner to China has resumed. Last month, delays were reported in the delivery of aircraft to Chinese customers due to scrutiny by Chinese regulatory authorities, which seems to have led to a sense of reassurance. Boeing rose more than 3.9% in the previous day's U.S. market, with a stimulus to the company's stock, which is positioned as being in the Boeing-related category.
Media's HD Corporation (3154): 990 yen (+115 yen) It is rebounding significantly. They have announced the upward revision of business performance for FY2024 on the previous day. They have increased operating profit from the previous expected 1 billion yen to 1.5 billion yen, a 20.2% decrease from the previous year. It seems that this is due to the fact that the number of cases such as surgery for medical device sales has recovered more than expected, and the sales of consumables have progressed firmly. Also, by using a standard with a dividend payout ratio of 30% or more, the annual dividend has been raised from the previous plan of 14 yen to 21 yen, a reduced dividend of 1 yen compared to the previous year.
Nagatanien HD Corporation (2899): 2,740 yen (-) Trading to limit-up with buying indications. They have announced the implementation of MBO. MKap No.12, which was established for the purpose of implementing TOB, will become a public bidder and will implement TOB at 3,100 yen per share, aiming to acquire all shares. The company is asking for agreement, recommendation, and application for TOB. The TOB price is a 38.4% premium over the previous day's closing price, and the movement is aimed at bringing the TOB price closer. The TOB period is from June 4 to July 16.
CIRCUS Corporation (7379): 789 yen (-) Trading to limit-up with buying indications. They have announced that they will enter into capital and business alliances with CrowdWorks, Inc. and PKSHA Technology, Inc., respectively. They aim to work on improving corporate value further by aiming at improving the accuracy of services through circulation of personnel registered in CrowdWorks' Cloud Tech and other platforms among Flexy, a matching service for freelance engineers and designers, which they operate, and conducting pro-sharing consulting and AI technology at Flexy.
Data SECOM Corporation (3905): 2,163 yen (+185 yen) Temporary limit up. They have announced that they have started discussions with Super Micro Computer Inc., Sharp Corp, and KDDI Corporation to build an AI data center. They aim to build an AI data centre equipped with Nvidia's cutting-edge AI computing platform GB200 NVL72 on the site of Sharp Sakai Plant and start early operation. In addition, they also announced the complete acquisition of MSS, a subsidiary of Bulk Holdings, their comprehensive business partner, and to start cooperation in the AI and cybersecurity fields.
IGS Inc. (4265): 526 yen (+70 yen) It is rising significantly. They have announced that they will cooperate with Learning e-Portal L-Gate, which is introduced to more than 12,000 schools, and develop a non-cognitive ability visualization tool called "AiGROW Lite" as a proprietary product. It aims to respond to the need to discover and support children who may need medical care by visualizing non-cognitive abilities, characteristics that affect learning, and psychological states. Uchida Yoko has started selling it nationwide mainly to public elementary and secondary schools from the third day.
Nichi-chu (5609): 1,083 yen (+150 yen) Trading limit up. It has been reported that a technology that can reduce the production cost of metal machinery parts by 20-30% using 3D printers has been developed. They are expected to mass-produce parts using the same technology for industrial machinery in FY2024 and also consider licensing the technology. A method using water when making metal powder has apparently been developed, which leads to short delivery times and cost reduction. It seems that they plan to gradually expand it to semiconductor manufacturing equipment. The move to expect long-term performance contribution is dominant.
InfoCom Corporation (4348): 5,470 yen (+610 yen)
JAMCO Corporation (7408): 1,572 yen (+86 yen)
Media's HD Corporation (3154): 990 yen (+115 yen) It is rebounding significantly. They have announced the upward revision of business performance for FY2024 on the previous day. They have increased operating profit from the previous expected 1 billion yen to 1.5 billion yen, a 20.2% decrease from the previous year. It seems that this is due to the fact that the number of cases such as surgery for medical device sales has recovered more than expected, and the sales of consumables have progressed firmly. Also, by using a standard with a dividend payout ratio of 30% or more, the annual dividend has been raised from the previous plan of 14 yen to 21 yen, a reduced dividend of 1 yen compared to the previous year.
Nagatanien HD Corporation (2899): 2,740 yen (-) Trading to limit-up with buying indications. They have announced the implementation of MBO. MKap No.12, which was established for the purpose of implementing TOB, will become a public bidder and will implement TOB at 3,100 yen per share, aiming to acquire all shares. The company is asking for agreement, recommendation, and application for TOB. The TOB price is a 38.4% premium over the previous day's closing price, and the movement is aimed at bringing the TOB price closer. The TOB period is from June 4 to July 16.