＜9449＞ GMO 2566.5 +76

Significant continued growth. At Jeffries Securities, investment decisions have been upgraded from “hold” to “buy,” and the target stock price has also been raised from 2800 yen to 3000 yen. Although there are no short-term catalysts, the main business centered on internet infrastructure has been assessed as strong. Most of the main businesses tend to have a steady rise in sales, and since they are active in AI investment and shareholder returns, it seems that the current stock price valuation level is undervalued.

＜7581＞ Saizeriya 5800 +30

Continued growth. The day before, monthly trends for June were well received and were drastically high, and existing store sales grew positively for 32 consecutive months, and sales grew by over 30% since 23/2. Furthermore, today, Ichiyoshi Securities raised its rating from “B” to “A,” and fair value was also raised from 6700 yen to 8,000 yen, making it an additional buying material. Ichiyoshi Securities revised its earnings forecast upward due to strong sales, and operating profit for the fiscal year ending 24/8 is expected to be 16 billion yen compared to the company plan of 13.1 billion yen.

＜4361＞ Kawaguchi Kaze 1619 +107

Significant continued growth. Financial results for the first half of the year were announced the day before, and operating profit was 200 million yen, up 29.5% from the same period last year, and net profit was 190 million yen, up 59.7% from the same period. Previous forecasts were 140 million yen and 90 million yen, respectively. Sales of rubber chemicals were strong due to the recovery in automobile production, and the fact that demand for general-purpose products and specialty chemicals for overseas markets was actively acquired amid the depreciation of the yen. Also, although it has already been factored in, the profit from the sale of JSR shares is recorded as special profit.

＜3993＞ PKSHA 3610 +160

Massive backlash. It has been announced that preparations will be made to apply for a market classification change to the prime market, and it seems that the development is viewed as a purchase material. It is aimed at realizing future medium- to long-term growth and further improvement in corporate value. It seems that the change application date etc. are undecided at the moment. While stock prices have been drastically adjusted since the March high, movements that anticipate the expansion of aggressive measures aimed at realizing Prime listing have taken precedence.

＜2678＞ ASKUL 2060 -100

A sharp decline. Financial results for the fiscal year ended 24/5 were announced the day before, and operating profit was 17 billion yen, up 16.0% from the previous fiscal year, slightly exceeding the previous forecast of 16.5 billion yen. Meanwhile, for the fiscal year ending 25/5, the profit rate is expected to slow to 18 billion yen, up 6.2% from the same period. The consensus has also declined by just over 1 billion yen, and negative reactions have taken precedence. It seems that they are anticipating cost recording etc. for the launch of Kanto DC.

＜2670＞ ABC Mart 2729.5 -145.5

A sharp decline. Financial results for the first quarter were announced the day before, and operating profit was 18.4 billion yen, up 9.0% from the same period last year, and it seems that company plans have improved slightly. The market consensus also seems to have been around 17.7 billion yen. However, smooth financial results are thought to be an expected line based on current monthly trends, and there seem to be few surprises. The full-year forecast remains unchanged at 58.7 billion yen, an increase of 5.4% from the previous fiscal year. There are times when sales in Korea are slightly sluggish, and the sense that immediate materials are running out is dominant.

＜5713＞ Sumitomo Ore 5284 +378

Significant continued growth. Non-ferrous metal prices were generally rising in overseas markets the day before, leading to buying materials for nonferrous metal stocks such as the company. Copper has risen 2.0%, nickel has risen 1.9%, and gold has also risen 1.5%. Above all, it seems that the rise in gold prices contributed to the rise in the company's stock, the decline in long-term US interest rates due to a decline in the ISM non-manufacturing business index, etc., and the rise in the euro and depreciation of the dollar have led to an increase in the gold exchange rate.

＜7012＞ Kawasaki Shigeru 5978 -473

A sharp decline. It is reported that slush money was raised through fictitious transactions with business partner companies, and it was discovered that there was a suspicion that the Japan Maritime Self-Defense Force submarine crew members were responsible for purchasing goods and food and drink expenses. Fraudulent fundraising began 6 years ago at the latest, and it seems that there is a possibility that the amount of misappropriation will rise to 10 hundred million yen or more. While benefits are expected due to the expansion of defense budgets, it also seems that uncertainty about future transactions with the Ministry of Defense is intensifying.

＜9627＞ Ain HD 5553 -567

A sharp decline. It was announced that the interior goods retailer “Franc Franc” will be acquired. The acquisition price is approximately 50 billion yen, and it seems that the stock transfer is scheduled for 8/20. The acquired company's operating profit for the most recent fiscal period is estimated to be around 2.6 billion yen. Through store cooperation between the two companies, they aim to present a wide range of product options and improve customer unit prices and number of purchase points. However, due to differences in business categories, there is also a strong sense of uncertainty about synergy effects, etc., and it seems that movements to be wary of increased burdens etc. are ahead.

＜3612＞ World 2230 +204

rapid expansion. Financial results for the first quarter were announced the day before, and operating profit was 6.65 billion yen, up 16.0% from the same period last year, and the progress rate against the unchanged first half plan of 7.3 billion yen, a 25.0% increase from the same period. In addition to the strong trend in EC sales, it seems that the SG&A fee ratio is also improving due to progress in expense control. Also, even with monthly trends for June, which were announced at the same time, existing store sales increased 10.6% from the same month last year, a 2-digit increase for the first time in 7 months.