<9793> Daishin 3670 +110

Rapidly rising. SMBC Nikko Securities has upgraded its investment rating from 2 to 1 and set a target stock price of 4400 yen. Despite the sharp stock price adjustment following its forecast of lower earnings for the current fiscal year, it is believed that the company will return to an upward trend in earnings starting from next year, and the stock market will be reevaluated in the future. Apparently, the company regarded the expansion of recycled products due to the semiconductor industry recovery and the stable acquisition of high-profit consulting projects by Daishin Environment as factors contributing to the recovery of performance.

<4680> Round One 809 +17

Buy dominant. Morgan Stanley MUFG Securities continues to have an "overweight" investment rating, raising its target stock price from 1490 yen to 1700 yen. They expect that profits will reach a peak due to the sustained expansion of US revenue and the profitability of the new high-end Japanese restaurant business called Delicious that will start generating income from March 2026, leading to a reassessment of the future stock market. It seems that they regard improving profitability through expanding recycled products with semiconductor industry recovery and the steady acquisition of high-profit consulting projects by Daishin Environment as factors contributing to the recovery of performance. The operating profit and loss forecast for Delicious is a loss of 1 billion yen for the fiscal year ending March 2025, a profit of 500 million yen for the fiscal year ending March 2026, and a profit of 2.7 billion yen for the fiscal year ending March 2027.

<8031> Mitsui & Co. 7446 +51

Rebound. They announced that they will implement the overseas sale of 14.9334 million shares. The sellers are Mitsui Sumitomo Insurance and Sumitomo Mitsui Banking Corporation. The transfer date is June 27, and the selling price has been set at 7136 yen. Some concern was raised about the impact on supply and demand, but at present, they are implementing the purchase of up to 40 million shares of their own stock, so it is expected to remain a short-term impact. In addition, Daiwa Securities continues its investment rating of 1 and has raised its target stock price from 8500 yen to 9700 yen today.

<7630> Ichibanya 1105 +11

In spite of some stability, there is a stalemate in the market. The company released their first quarter financial estimates a day earlier. The operating profit decreased 13.7% year-on-year to 1.09 billion yen, and the same-store sales forecast for the year remained at 5.2 billion yen, which is a lackluster start compared to the 10.3% increase in the previous year. While same-store sales in Japan are showing steady progress, increases in procurement prices for food and other commodities, as well as selling, general and administrative expenses like labor and logistics costs, are weighing heavily. However, without breaking below the April 26th low, there is a temporary sense of exhaustion from the negative news.

<8227> Shimamura 7565 +85

Significant rise. They announced their first quarter results yesterday. Operating profit was 14.6 billion yen, a 0.3% increase from the same period last year and almost in line with the consensus, but it seems that the company's plan has exceeded by about 1 billion yen. It is said that an improvement in the value-in-price ratio of the Shimamura format has led to an upward trend in gross profit margin. Although the surprise was limited, it seems to have led to confidence among customers. They also announced their monthly results for June, and it seems that same-store sales increased by 3.7% compared to the same month last year, with women's outerwear and underwear leading the sales.

<3333> Asahi 1538 +10

Although it fell, it quickly bounced back. They announced their first quarter results yesterday, with operating profit increasing by 0.6% compared to the same period last year to 3.67 billion yen, due to the effectiveness of measures such as strengthening the OMO infrastructure and capturing repair and maintenance demand. Although their full-year plan is set to remain the same as the previous year at 5.5 billion yen, which is a 12.0% increase over the previous year in terms of profit growth rate, it seems like a slightly slow start, seeing that the financial results in the first quarter, which is the most important period for them, is progressing favorably, and the buying confidence seems to be strengthened.

<6146> Disco 59700 -3500

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.

<6460> Sega Sammy HD 2373.5 +98.5

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.

<8129> Toho HD 4169 +419

Sharp rise. According to the mass stockholding report submitted yesterday, 3D Investment Partners, an investment company based in Singapore, has emerged as a major shareholder with a 5.06% ownership ratio. Their purpose is to make pure investments, provide advice to the management team as necessary, and make important proposals. It is seen as a situation in which the pressure on measures to improve corporate value and other factors is being recognized.

<4404> Miyoshi Oil & Fat 1507 +159

Sharp rise. They have announced upward revisions to their earnings forecast yesterday. Operating profit in the first half of the year is now expected to be 22.4 billion yen, 3.9 times the previously expected 8.3 billion yen and a 0.6% increase over the same period last year. For the full year, estimates have been raised from 13.7 billion yen to 27.7 billion yen, a 16.8% increase over the previous year, due to securing appropriate sales prices and increased demand due to economic recovery, progress beyond expectations in expanding sales of main products, and stable pricing trends in raw materials, among others. It seems that the situation is expected to remain in a holding pattern for the second half of the year, and further upward revisions are expected.