KOKUSAI <6525>: 4800 yen (-200 yen).
After a drop for the fourth consecutive day, the company held its first IR Day on the previous day. Details of the market outlook and updates on medium-term targets were provided, and the company aims for a time frame of 3-4 years to have an overall revenue of over 120 billion dollars for WFE (formerly 110-120 billion dollars) and a revenue of 330 billion yen (formerly 300-330 billion yen). The surprise was limited and anticipation appears to have preceded it, leading to a sense of exhaustion. Additionally, CLSA Securities is expected to downgrade its investment rating from "underperform" to "sell."
FP Partner <7388>: 2605 yen (-700 yen).
The stock price has hit a limit-down. Following some media reports titled "Life Insurance Companies that Huddle Together," the stock price plummeted after the 12th; it has now taken a downward turn today as well. It is believed that this is due to the Financial Services Agency investigating real transactions between the company and the life insurance companies it outsources sales to. There is also talk of a possibility that the agency may inspect the company if suspicions of excessive favors or essentially providing benefits become stronger.
Fujita Kan <9722>: 8030 yen (+910 yen).
The stock continues to rise significantly. 3D Investment Partners, an investment fund in Singapore, has expressed a desire to purchase shares of the company held by DOWA, a major shareholder with a 31.9% stake. This situation appears to have elevated the expectation for a potential restructuring premium. A letter sent to the DOWA HD board indicates that some overseas media outlets suggest that 3D Investment Partners intends to purchase all of the company's shares.
Sakura <3778>: 5010 yen (+60 yen).
Buyers are dominating the market. The company's subsidiary, Pranass Solutions, has announced that it has received orders for "Complete Cloud Services for Building Large-Scale Language Models for Fiscal Year 2022" from the National Institute of Informatics (NII), Information and Systems Research Organization. The total order value is about 2.79 billion yen, and the company plans to provide the services until March 2025. This has been considered positive news, and we are also looking for buying back moves after the decision to issue public shares has been made starting today.
Mitsubishi Motors <7211>: 456 yen (+38.3 yen).
Significantly extended. It has been reported that the company plans to expand its shareholder returns for the March 2025 period. Against the background of business recovery and the accumulation of net cash, it seems to be considering an increase in the expected annual dividend amount for this fiscal year, assuming 15 yen per share, as well as a share buyback for the first time since 2018. It is said that specific measures for additional returns will be decided when the plan for growth investment, such as electrification, is finalized. By the way, the dividend payout ratio for this fiscal year is expected to remain in the 15% range at the beginning of the period.
Storage King <2997>: 657 yen Ca-.
There is a high buy signal for the stock price. The company announced the implementation of a commemorative shareholder benefit and the introduction of an annual shareholder benefit system. As a commemoration of the third year of listing, a Quo Card worth 2,000 yen will be presented to shareholders as of July 31. In addition, to enhance the investment appeal of its own shares, shareholders as of January 31 each year will receive Quo Cards worth 3,000 to 6,000 yen and trunk room discount vouchers worth 2,000 to 5,000 yen, depending on the number of shares held and the duration of continuous holding.
Beatrend <4020>: 759 yen (+6 yen)
Significant increase. It has been announced that more than 10 companies, including Watami <7522>, Daimaru Matsuzakaya department store under J.Front Retailing <3086>, and Parco, which provide eco-tech service "wezero" in collaboration with Parco Digital Marketing (Shibuya-ku, Tokyo) as its development and strategic partner, have started using it. To encourage the involvement of commercial facilities, specialty stores, and food service companies promoting sustainable ESG measures, a free trial campaign will be conducted until the end of July.
Caesium <4583>: 128 yen (+1 yen).
Rebound. Kids Well Bio <4584> has announced a basic agreement to collaborate on bio-similar development and other bio-pharmaceutical development with BioSimilla. Both companies will share their experiences and know-how concerning bio-pharmaceutical development, as well as share the costs associated with development investments. Revenues derived from the development, manufacture, and transfer of cell strains and manufacturing processes developed through the joint venture will be shared by both companies, aiming to establish a new source of revenue.