<4502> Takeda medicine 4044 -123.

Significant fall. Clinical phase 3 trial results of "Soticlestat," under development as a treatment for severe pediatric epilepsy, were announced the previous day and were seen as a selling point. It seems that neither of them could achieve the main evaluation items although it was developed for Dravet syndrome, which repeats seizures, and Lennox-Gastaut syndrome, which includes weakness seizures. The performance impact with respect to the current trial results, including the impairment loss of intangible assets, will continue to be carefully assessed.

<4392> FIG 340 +10

Significant rebound. Which announced that it had agreed to a wide-ranging business partnership through the mutual provision of technology with pluszero, which engages in AI development and research. It seems that they aim to optimize business processes with AI, improve quality control, apply speech recognition technology, and improve data management with IoT. It is expected that the utilization of AI technology will strengthen product development capabilities and other approaches that lead to improving shareholder value.

<6627> Terapuros 4820 +440.

Sharp rise. Monthly sales growth was up 16.3% year-on-year in May, with double-digit growth for the second consecutive month. Since it released its monthly sales trend in 22 years, it has continued to grow positively, but April 24 was the first time in 14 months that it had double-digit growth. Sales growth rate is expected to rise significantly in May. It is seen as a return to a full-fledged expansion stage.

<7278> Exedy 2886 +21.

Continued rise. According to a large holding report submitted the previous day, City Index Eleven and Akira Nomura jointly emerged as major shareholders with a shareholding of 5.46%. The purpose of holding is to invest and advise management and important proposals as the situation arises. It seems that the expectation of further stock purchases and the predominance of the speculation on shareholder value improvement measures are increasing.

<3683> Cyber Lynx 850 +96.

Sharp rise. It has announced that it will revise the fees for various services. The revision is scheduled to take effect from October 24, and all services will be subject to revision. The revision rate is a 10% increase, with some services to be increased by 20%. It is supported by changes in the business environment, such as recent price increases and a chronic shortage of IT personnel. There is a move to expect future profitability improvement with price revision.

<6762> TDK 9423 +560

The stock market rebounded significantly. It is reported that a new material for solid state batteries has been developed, which is viewed as a buying opportunity. By using the "electrolyte" which is important for the storage capacity, the energy density of the rechargeable battery is said to be increased 100 times compared to conventional products. It is expected to be installed in small devices such as smart watches and hearing aids and plans to be shipped as samples by 2025. The new material is expected to be an oxide-based material.

<6630> Yaman 884 -25.

Sharp decline. After the announcement of the financial results last weekend, Daiwa Securities continued its investment rating of "four" and lowered its target stock price from 850 yen to 650 yen. It seems that while the decline in demand in China continues, it will take time to expand into new areas in Japan, and a situation of weak recovery is expected for the time being. The operating profit for the fiscal year ending March 2025 is expected to be ¥2 billion compared to the company's plan of ¥2.5 billion, and ¥3 billion is expected in fiscal 2026.

<6544> JESHD 2530 +106.

Sharp rebound. Tokai Tokyo Securities has newly rated the stock as "Outperform," with a target stock price of 3,400 yen. It is evaluated that high growth is expected in the medium to long term due to the growth in maintenance and protective service and the growth in renewal service. For the fiscal year ending March 2025, it is also expected to achieve operating profit of 88.1 billion yen against the company's planned operating profit of 8 billion yen. It seems that it can tolerate high valuations due to its shareholder return policy of more than 40% of the payout ratio.

<3252> Jimin 2607 +317

Sharp rise. Daiwa Securities has newly rated the stock as "1," with a target stock price of 3560 yen. In the future, high profitability growth is expected due to the reduction of risk premiums and the increase in operating fees for selling land and running REITs. It seems that there is also a possibility that the significant increase in dividends in the future will push up the stock price. The annual dividend payment for fiscal 24 is expected to be 85 yen, up 30 yen from the previous year, but Daiwa Securities expects 100 yen for the year ending December 2025 and 120 yen for the year ending December 2026.

<9722> Fujita Kan 7120 +1000

The stock has hit the daily price limit. Although no significant new materials have been observed, performance estimates have been revised upward in some quarterly magazines released the day before, which has become a clue material. This is supported by factors such as an increase in the operating rate due to an increase in the number of visitors to Japan. In addition, there are expectations for the first dividend plan in five years this period, along with the distribution of discount coupons as shareholder benefits to shareholders at the end of June, among other things. Moreover, speculation is underway regarding the rise in the stock price of DOWAHD, the largest shareholder, and the announcement of the number of foreign visitors to Japan tomorrow.