<3086> J Front 1538.5 +50.5

Significantly increased. At Jefferies Securities, a new coverage of the retail sector has begun, and the company's investment decision is "buy," with a target stock price of 2,500 yen. Mitsukoshi and Aoki Drug are also among the top topics in the sector. The background is the rapid expansion of duty-free sales, the steady consumption of wealthy domestic residents, and the increase in latent gains due to rising land prices. It seems that there is a possibility that both business performance and stock prices will update the highest level ever.

<2908> Fujiko 1699-17

Continued decline. At Tokai Tokyo Securities, investment decision changed from "neutral" to "underperform," and the target stock price was lowered from 1,970 yen to 1,390 yen. It expects that operating profit for the fiscal year ending March 25 will decrease by 62.8% compared to the previous year to 570 million yen, significantly lower than the company's plan of 2 billion yen. At this profit level, it assumes that free cash flow may be in the red and the dividend payout ratio may exceed 100% like the previous year, resulting in the depletion of retained earnings. There is a risk of a negative chain reaction in evaluating the company.

<3661> M-Up 1177 +114

Rapid price increase. Announced the implementation of share buybacks the previous day. The company plans to acquire up to 0.4% of the issued shares, 1.34 million shares, and up to 0.2 billion yen, with a acquisition period from August 16 to 30. The purpose of this is to make possible a flexible capital policy, expand shareholder returns, and improve capital efficiency. It is expected that the supply-demand impact will be limited, but despite the double-digit increase in sales and profits in the first quarter of the previous day, the stock price fell, making it a good buying opportunity.

<4666> Park 24 1629 +108

Significantly increased. It seems to be a buying cue as it has announced monthly trends in July the previous day. The monthly sales in July were 15.1 billion yen, an increase of 10.4% year-on-year, the highest growth rate in the 24-year period, and the first double-digit increase since February 23. In addition, gross profit also increased by 9.2%, and three months have turned to a profit increase for the first time in three months. In addition, the Times car's usage fee for July has grown from the previous year, and parking operations in the UK have also gradually recovered.

<3641> Papirusu 989 +24

Significantly increased. It rose up to 105 yen at one point. The company announced the implementation of self-shares with a maximum of 0.6 million shares and 0.7 billion yen, which corresponds to 6.02% of the issued shares. The acquisition period is from September 2 to March 21, the 25th year. Buying has advanced due to the high level of share buybacks, but since then the growth has stalled. Regarding this high-level share buyback, it seems that it is also due to the fact that the current share buyback in progress is having difficulty achieving the acquisition limit.

<3498> Kasumigaseki Capital 13590 +1410

A rapid increase. It has announced some changes to the shareholder benefit system. The current benefit system introduces the "Kasumigaseki Capital Premium Benefit Club," which allows you to select products from a variety of goods, including staying points at the group's hotel brand, food, and consumer electronics, depending on the number of points you own, but in the future, it will narrow it down to group service-related products. However, the number of provided points is actually increasing, and the long-term holding benefits are also being expanded.

<6707> Sanken Electric 7328 +693

Rapid increase. According to the revised report submitted the previous day, Effissimo Capital, an investment fund affiliated with Murakami Fund, has increased its stake in the company from the previous 23.58% to 25.36%. It seems that it has increased its purchases at the time of the rapid decline in Japanese stocks. The purpose of the holding is to provide advice and important proposal actions to the management in response to capital and other situations. Effissimo has also increased its purchases of UACJ.

<7717> V Tech 2908 +278

Rapid growth. It was reported the day before that the world's first photomask defect correction device "Draco", which uses local vacuum technology and converged ion beam, has been ordered from a major domestic photomask manufacturer. The high accuracy of the correction position, the fine processing performance such as etching function and deposition function, and the shortening of the insertion and discharge time of the mask by local vacuum were highly evaluated. There is a move to assume a favorable impact on medium-term performance, including the accumulation of achievements, although the scale of the order is unknown.

<5020> ENEOS 761.5 +36.1

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.

<8035> TDK Corporation 28955 +1335

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.