Kasumigaseki Capital <3498>: 13,140 yen (+960 yen)

Shares continue to rise significantly. The company has announced changes to part of its shareholder benefit program. The current benefit system offers a choice of lodging points for group hotel brands, as well as goods such as food and consumer electronics, from the "Kasumigaseki Capital Premium Benefit Club" based on the number of points held. However, in the future, the choices will be narrowed down to group service-related products. On the other hand, the number of points provided will increase effectively, and the long-term holding benefits will also be expanded.

Sanken Electric <6707>: 7,268 yen (+633 yen)

Significantly rising. According to the revised report submitted the previous day, Effissimo Capital, an investment fund under Murakami Fund, has increased its shareholding percentage by buying additional shares in the company. Its stake has risen from 23.58% to 25.36%. It seems that they have increased their investment during the sharp drop of Japanese stocks. The purpose of the shareholding is to advise the management, make important proposals and so on, depending on the capital and situation. Effissimo has also increased its holding in UACJ.

VTEK <7717>: 2,891 yen (+261 yen)

Significantly rising. It was announced the previous day that it received an order for the world's first photomask defect correction device "Draco" using local vacuum technology and converging ion beams from a major Japanese photomask manufacturer. The device was highly evaluated for its high correction position accuracy, fine processing performance such as etching function and deposition function, and short mask insertion and extraction time by local vacuum. Although the order size is not disclosed, there is a move to anticipate the positive impact on its medium-term performance, including its track record.

ENEOS <5020>: 759.5 yen (+34.1 yen)

Significantly rising. Petroleum and coal products are currently the top sector in terms of rising rates by global sectors. In the previous NY crude oil market, WTI futures for September increased by 1.53% compared to the previous business day, which is considered as a buying motivation for domestic oil-related stocks. Amid continuing tensions in the Middle East, the situation is expected to allow increased fuel demand due to future US rate cuts. Also, the decline of concerns about the future prospects of the US economy, such as retail sales in the US, is also a supportive factor for higher crude oil prices.

Tohoku Electric <8035>: 28,680 yen (+1,060 yen)

Significantly rising. Following the decrease in concern over the deceleration of the economy, the US market surged significantly the previous day, and SOX index also rose significantly by 4.9%. In the Tokyo market, the Nikkei average has risen more than 1000 yen, and semiconductor-related stocks, including the company, have taken the lead. In the US, in addition to a 1.0% increase in retail sales in July compared to the previous month, which surpasses the market expectation of 0.3% increase, the situation has also seen a decrease in new unemployment insurance applications exceeding expectations.

Daiwa Cycle <5888>: 2,817 yen (-313 yen)

Significantly falling. It announced its sales report for July in the 25th fiscal year ending January, and it has continued to focus on human resource development, which has resulted in total store sales increasing by 107.5% year-on-year and same-store sales increasing by 102.2% year-on-year, despite the fact that July had two fewer weekends and one fewer business day due to inventory (except for some stores). Although it is expanding the number of directly managed stores steadily without closing any stores, it seems that sales are falling behind, and selling appears to be dominant.

Robo Pay <4374>: 2,506 yen (-2 yen)

Mixed. It announced that it has formed a business alliance with neoAI, a startup launched by the Matsuo Laboratory at the University of Tokyo that specializes in generated AI, and has started constructing and verifying predictive models using payment data held by the company, which has been well received by buyers. By creating predictive models that utilize the payment data they hold, they expect to improve the accuracy of their previously provided services and provide new value such as generating AI for reducing the workload of accounting tasks, personalized marketing and so on.

CS-C <9258>: 377 yen (+10 yen)

Continuing its upward trend, purchases have been made after Kōtsūshin submitted a large shareholding report (5% rule) to the Ministry of Finance on the 15th which was well-received. According to the report, Kōtsūshin's shareholding ratio was found to be 5.01%, and it was revealed that it has newly exceeded 5%. The number of shares held was 330,400, and the date of obligation for reporting was August 7th.