Asahi <3333>: 1517 yen (-11 yen).
The decline slows down rapidly. The first quarter financial results were announced the day before, with operating profit of 3.67 billion yen, up 0.6% from the same period last year. Increase revenue and profit by capturing the underlying OMO and repair and maintenance demand. The full-year plan for keeping it is 5.5 billion yen, an increase of 12.0% from the previous year, and the increase rate seems to have started somewhat slowly. However, as the first-quarter financial results during the period of highest demand have shown a solid trend, there is also a situation in which the confidence to buy increases.
Disco <6146>: 59840 yen (-3360 yen).
It continues to fall significantly. On this day, in addition to the company, semiconductor manufacturing equipment-related stocks such as KOKUSAI, Tokyo Seimitsu, Laser Tech, Shibaura Mecha, and Tokyo Elec are high on the list of declining rates. In the US market the day before, NVidia fell by more than 6% and fell significantly for the third consecutive day, pressed by profit-taking sales. As a result, the SOX index fell by more than 3%, and the decline in the Nasdaq index is also noticeable, leading to a widespread downturn in domestic semiconductor-related stocks.
Sega Sammy HD <6460>: 2354 yen (+79 yen).
The company started covering with an investment rating of 'Buy' and a target stock price of 3,170 yen at UBS Securities. They highly evaluate the favorable outlook of the game business, the lower hurdle of the previous year in the pachinko and pachislot business, and the undervaluation of valuation. They are expecting the operating profit to double in the three years from this term in the game business, and they assume that the gaming machine business will continue to show stable growth in line with the overall industry.
Toho HD <8129>: 3929 yen (+179 yen).
It rises sharply. According to the large-volume holding report submitted the day before, it has become clear that 3D Investment Partners, an investment company in Singapore, has become a major shareholder with a holding ratio of 5.06%. The purpose of the holding is to make pure investments and provide advice, important proposals, etc. to the management according to the situation. It is considered a situation where increasing pressure to promote corporate value enhancement measures is being noticed.
Miyoshi Oil & Fat <4404>: 1514 yen (+166 yen).
It rises sharply. It has announced an upward revision of its performance forecast the day before. The operating profit for the first half is 2.24 billion yen, 3.9 times higher than the previous year's same period of the conventional forecast of 830 million yen, and for the full year, it is upgraded from 1.37 billion yen to 2.77 billion yen, an increase of 16.8% from the previous year. The progress of expanding sales of main products exceeded expectations due to the securing of appropriate selling prices and the increase in demand due to economic recovery. Support is also provided by the stable trend of raw material prices. The actual second half is kept steady, and it seems that further upward movement can be expected.
Modalis <4883>: 70 yen (+2 yen).
Even after rebounding, it's in a stalemate. It was announced that the company plans to announce data such as immune tolerance and sustained therapeutic effects of MDL-101 (epigenome editing technology using CRISPR) at the Fifth Next-Generation Gene Therapy Immunogenicity Summit. It is a data strongly indicating the safety of systemic administration of vectors expressing exogenous proteins, and suggests that MDL-101 has the potential to be an innovative therapeutic method for LAMA2-CMD and that CRISPR-GNDM is a groundbreaking technology platform applicable to systemic hereditary diseases.
SanBio <4592>: 948 yen (+150 yen).
2 consecutive days of limit-up. On the 24th, the regenerative medicine product, "Acugo intracerebral transplantation injection", was conditionally approved for manufacturing and sales by the Ministry of Health, Labor and Welfare, but additional data submission was requested and shipment approval was postponed. The company submitted additional data since March, and after evaluation, the approval was granted. The company explained that after about 2 more rounds of production, standard testing, and similar characteristic analysis to the additional data submitted since March, shipment will be possible after obtaining partial approval for changes in approval matters, and investor concerns seem to have subsided.
NanomRNA <4571>: 176 yen (+2 yen).
It continues to rise significantly. After the end of trading on the 24th, it announced that the clinical results of a physician-initiated trial of PRDM14 siRNA, the company's pipeline, had been announced at the 28th Japanese Cancer Molecular Targeted Therapy Society. Ten patients with HER2-negative metastatic breast cancer were administered PRDM14 siRNA/YBC polymer complex, but no serious adverse effects were confirmed, and it was shown that the YBC polymer had clinical usefulness as an oligonucleotide drug delivery system, as well as being appreciated.