<6856> Horiba Manufacturing 12330 +265
Significant increase. A factory tour and IR Day were held the day before, which seems to be leading to an evaluation factor. As for the situation of semiconductors, the market for mass flow controllers is improving, and recovery is expected to be expected for the latter half. It seems that sales related to semiconductors to China are also doing well and are trending higher than expected. In addition, there is a growing expectation for future growth in fields such as the hydrogen-related field and the life science field.
<3903> gumi 348 +10
Significant increase. Capital and business alliances with SPST, which handles the entertainment business and has many popular creators such as "StarryPry", were announced. The company raised approximately 3 billion yen through a third-party allotment increase. As a result, SPST becomes the largest shareholder with 19.99% of the company's shares. We will promote partnerships related to game development and distribution, and the promotion of Project "OSHI3". There is a prior expectation that this will lead to mid- to long-term growth more than share dilution.
<8035> Tohoku Electric 34800 -850
Great decline. Today, semiconductor-related industries are generally sluggish. The SOX index has fallen in the US market, and it seems that there is increasing selling pressure on semiconductor-related stocks that showed strong movements the previous day. In addition, Micron has announced its earnings for the third quarter, and the fact that the expected sales for the fourth quarter have remained at market expectations has resulted in a decline of over 7% in after-hours trading, adding to the uncertainty surrounding semiconductor-related industries.
<9078> Esrain G 1500 -400
Stop limit. Tomoe Corporation has announced that the TOB by Tomoe Corporation as a result of the MBO is expected to be concluded. The TOB price is 1460 yen, and the TOB period was from May 16th to June 26th. It is expected that the development will converge on the TOB price in light of the small TOB premium and the speculation that the TOB price will be raised.
<2914> JT 4370 -132
Great decline. Today is the dividend rights expiration date at the end of June, and it is expected that selling to close positions will be dominant as a high dividend yield stock. The company's dividend plan is 97 yen at the end of June and 194 yen annually, and the annual dividend yield based on the previous day's closing price is at the 4.3% level. Other companies such as ANDDOHD, EAWAN Precision, and THE Global are also showing a decline due to the expiration of their rights.
<4565> Nexera 1612 +7
Continued rise. In a drug discovery partnership with AbbVie targeting multiple targets in neurological diseases, it has announced that an important milestone has been achieved in the research stage. As a result, they will receive $10 million, and they plan to record most of it in 2024 and the remainder in 2025 and beyond. With this achievement of the first milestone in the drug discovery partnership, it seems that further progress in the project can be expected in the future.
<8095> Astena HD 558 +26
Significant increase. Announced a upward revision of earnings the day before. The first half operating profit was raised from the previous expectation of 600 million yen to 1.15 billion yen, and the full-year forecast was raised from 1.15 billion yen to 1.6 billion yen. This is due to the increase in drug prices due to the drug price revision, the smooth sales of self-planned products and imported cosmetics in the HBC and food business, and the lower-than-expected advertising and publicity expenses. In addition, in the chemical business, it seems that the second-half planned sales of equipment were recorded ahead of schedule in the first half.
<4275> Carriet HD 1420 +123
After a flat trend the day before, the stock rose significantly. At Tokai Tokyo Securities, investment judgment was "Outperform", and coverage started with a target stock price of 1,900 yen. The company plans to allocate a large proportion of its capital investments to growth areas such as defense space, battery testing, and electronic materials, rather than existing fields. In the short term, profit growth is expected due to the recovery of electronic materials, and in the medium term, profit growth is expected due to the increase in the number of defense space-related businesses and electric vehicles leading to an increase in battery testing. It is considered undervalued in terms of P/E ratio when considering profit growth potential.
<4187> Daiyukika 3845 +260
Significant rise. The company announced an upward revision of their earnings and dividend estimates the day before. The first half operating profit was revised upward from the previous estimate of 1.4 billion yen to 1.85 billion yen, and the annual estimate from 3.7 billion yen to 4.2 billion yen, respectively. The significant increase in sales of adhesives for the display and UV inkjet ink drove the upward revision. In addition, the estimated year-end dividend was also raised by the end of the second quarter, with the annual dividend increasing from the previous plan of 58 yen to 64 yen.
<3856> Avarance 1602 +295
Stocks were distributed in proportion to the limit-up. Subsidiary TOYO Co has announced its listing on the NASDAQ market in the United States on July 2nd through a merger with special acquisition purpose company (SPAC) Blue World Acquisition. TOYO Co is the parent company of Cell Company, a solar cell manufacturing and sales company. It appears that there is a trend of expecting an expansion of unrealized gains due to the stock listing.