Fuller Metal <7826>: 4,505 yen (+85 yen)

Rebound. The day before, the downward revision of earnings estimates was announced, and the operating profit for the June 2024 period was lowered from the previous estimate of 10.2 billion yen to 9.7 billion yen, a year-on-year decrease of 15.5%. The delay in sales recovery in the thin film division and the fine chemical recycling division is thought to be the background. However, there was also concern about downside risk from the situation up to the third quarter, and the negative reaction was limited. On the other hand, the annual dividend has been increased from the previous forecast of 256 yen to 286 yen by implementing a commemorative dividend of 30 yen.

Hokkoku Textile <3409>: 104 yen (+6 yen)

The stock price rose sharply to a temporary stop. MEDIROM MOTHER Labs, a subsidiary of Medirom Healthcare Technology, announced that it has signed a sales agreement for the world's first recharge-free smart tracker, MOTHER Bracelet, which it developed. In addition, it has started discussions on a strategic sales partnership with the Medirom group. It seems that data loss due to battery exhaustion has been a problem with conventional wearable devices. Expectations are high that this will contribute to the growth of the company's healthcare business.

Fujipharma <4554>: 1,440 yen (-111 yen)

Significant continuation of the decline. It has announced the issuance of subscription rights for new shares by third parties. Nomura Securities will be the assignee. The estimated net received amount is about 0.92 billion yen. The exercise price of multiple installments of subscription rights is set at different target stock price levels, with the initial exercise price being 1,564 yen for the first installment, 2,000 yen for the second installment, and 2,700 yen for the third installment. It is said that the dilution in the event that all the subscription rights are exercised is 19.79%, and there is a movement of concern about potential dilution.

Bronco B <3091>: 3540 yen (-260 yen)

Significant continuation of the decline. The earnings for the first half of the year were announced the day before, and the operating profit was 1.22 billion yen, 2.1 times the same period of the previous year, and significantly higher than the previous forecast of 0.94 billion yen. As well, the full-year forecast has been upward revised from 1.95 billion yen to 2.27 billion yen, an increase of 38.0% compared to the previous year, due to the strong growth of same-store sales. However, the earnings upside has already been priced in from the profit level in the first quarter, and the revision is considered to be in line with expectations, leading to a sense of exhaustion. The annual dividend has also been raised from the previous plan of 20 yen to 24 yen.

Disco <6146>: 52,680 yen (-2580 yen)

Significant continuation of the decline. The earnings for the first quarter were announced the day before, and the operating profit was 33.4 billion yen, an increase of 96.7% compared to the same period of the previous year, and is believed to have almost landed at the market consensus level. As the interim report value has already been announced, the surprise is limited. On the other hand, the interim plan is expected to be 66 billion yen, an increase of 46.6% compared to the previous year, and the operating profit for July-September, assuming it is 32.6 billion yen, is about 10 billion yen lower than the consensus. Although it is thought to be a conservative plan, there is also lingering caution at a high price level, leading to a move of selling.

WOLVES <194A>: 1,149 yen (+150 yen).

Reached the limit up. A joint research contract has been signed for the early detection of cancer using liquid biopsy in the field of cancer precision medicine and veterinary medicine. Liquid biopsy is expected to be useful for early diagnosis and recurrence monitoring of cancer in the field of human medical care, and its utilization has begun. With the aim of efficiently utilizing clinical foundations and clinical trial opportunities centered on veterinary medicine, as well as contributing to the early detection of cancer in animals such as dogs and cats, without raising large amounts of funds, it aims to expand revenue from animal medical care.

NexTone <7094>: 1651 yen Karu

There is a high demand for buying at the limit-up price. After the end of trading on the 18th, the announcement of a commission agency contract for collecting copyright usage fees in the USA and the direct collection of copyright usage fees for YouTube video viewing worldwide has been positively received. In addition to significantly improving the identification accuracy of videos using managed works, early distribution of usage fees to copyright owners is achieved, and detailed information such as the region and number of plays for the managed works can be provided to the copyright owners.

Headwaters <4011>: 11,420 yen (+110 yen).

Significant continuation of the decline. It has been announced that it has started a support service for introducing visual detection solutions utilizing the edge AI sensing platform "AITRIOS" provided by Sony Semiconductor Solutions and the intelligent vision sensor "IMX500". Furthermore, the company has supported the introduction of visual detection solutions into 500 domestic convenience stores by Sony Semiconductor Solutions.