Adastria<2685>: 3700 yen (+115 yen)
Significant growth in the previous sales month has been announced. Same-store sales increased by 4.6% YoY, marking the second consecutive month of positive growth. Customer traffic increased by 1.0%, while the customer unit price also increased by 3.6%. Warm weather contributed to brisk sales of summer products. In addition, it seems that the 20% point reduction campaign for members also contributed to sales growth. It should be noted that there was a time sale on their in-house EC website during the same period last year.
U-ARROWS<7606>: 1877 yen (+107 yen)
Significant growth in the previous sales month has been announced. Same-store sales increased by 11.4% YoY, marking the sixth consecutive month of positive growth and the third consecutive month of double-digit growth. Customer traffic increased by 6.1%, while the customer unit price also increased by 4.5%. During the month, lightweight summer clothing such as shirts, cut-and-sewns, and blouses sold well, and online net sales grew mainly through their in-house EC website. Comparing growth rate to other specialty shops, their growth rate is at a high level.
GungHo<3765>: 2837.5 yen (+138.5 yen)
Significant gains in their rating, upgraded from B to A by Ichimoku securities, with their fair value also increased from 2700 yen to 3500 yen. It seems their performance forecast was also raised, taking into account contributions from the expanding popularity of 'Puzzle & Dragons' and the 'Ragnarok' series, which are released regularly. Operating profit for fiscal year 2024 was raised from their conventional 14 billion yen to 21 billion yen despite a 24.7% decrease from the previous year, and their projection for fiscal year 2026 was raised from 5 billion yen to 17 billion yen.
NC-HD<6236>: 2119 yen (-)
There is a stop order for buyers. A US investment company, MIRI Group, has announced that a tender offer is underway. The tender offer price is set at 2208 yen and aims to acquire all outstanding shares. The tender offer price is at a 28.4% premium compared to the previous day's closing price, causing a rising trend in the tender offer price. The company has expressed its agreement with the tender offer and recommended submissions. The tender offer is planned from June 5th to July 17th.
Hakuhodo DY<2433>: 1165 yen (-191 yen)
Significant decline due to the delay in the announcement of the consolidated financial results for the fiscal year ending March 2024, which was affected by the overbilling case of its subsidiary. Operating profit decreased by 38.1% YoY to 34.3 billion JPY, which was nearly on track with the previous plan. On the other hand, the outlook for fiscal year 2025 is expected to increase by 5% to 360 billion yen. This is almost 100 billion yen below the market consensus, leading to negative reactions. In their new medium-term management plan until fiscal year 2027, they are aiming for an average annual growth rate of more than 10% in operating profit before goodwill amortization adjustments.
QUALIPS<4894>: 5080 yen (-70 yen)
Significantly down. The Tokyo Stock Exchange (TSE) has become bearish following views that TSE's tightened margin trading regulations starting from the 5th are putting pressure on sales. The commission guarantee rates for new sell and buy orders have become 50% or more (with cash 20% or more). The Japan Securities Clearing Corporation (JSCC) has also implemented measures to increase collateral requirements. The Quolips stock has been pressured by profit-taking sales since reaching its highest value after its debut on May 30, and the battle continues at a level between 4,000 and 6,000 yen.
Stella Pharma<4888>: 380 yen (+29 yen)
Significant continued rise due to receipt of a 1 billion yen guarantee from Pengbo, a Chinese company, for the introduction of Boron Neutron Capture Therapy (BNCT, a type of radiation therapy for cancer) to China's Hainan Island Medical Special Zone. Stella Pharma has already signed a basic agreement with Pengbo and other companies regarding the supply of boron medicines for BNCT. The Hainan Island Medical Special Zone project is progressing smoothly toward the start of treatment from April to June 2025, and Stella Pharma is also preparing for the supply of Steboronin.
After rising in the morning, the price disappeared. They have announced that they have successfully improved the display speed of the management screen for the advertising industry platform "Media Radar" to the fastest 0.1 second range. Media Radar is a search site for the advertising industry that connects marketing personnel and advertising agencies with media companies and marketing service companies. In addition to the improvement of the management screen, it seems that the fact that the 200-day moving average line is being consciously recognized as a downside resistance line led to buying.
After rising in the morning, the stock declined. It has announced that it has successfully improved the display speed of the administrator screen of the advertising industry platform Media Radar to the fastest in the 0.1 second range. Media Radar is a search site for the advertising industry that connects marketing personnel, advertising agencies, media companies, and marketing service companies. In addition to the improvement of the administrator screen, the fact that the 200-day moving average is being regarded as the lower resistance line also led to buy orders.