<4886> Asuka Pharmaceuticals HD 2309 +21.

Continued rise. Asuka Pharmaceuticals, a subsidiary, announced that Hyundai Pharm, its licensing partner in South Korea, has obtained manufacturing and marketing approval for an oral contraceptive containing drospirenone as its only active ingredient after last week's trading closed, which seems to be a reason for buyers to hold back. Asuka Pharmaceuticals has applied for manufacturing and marketing approval in Japan in June 2024.

<7044> Piala 274 +41.

Surging. After the end of last week's trading, it was announced that ITbookHD <1447> would form a business partnership, which is considered to be a buying opportunity. They are implementing branding and awareness initiatives for local governments, as well as customer acquisition strategies. In particular, Pealla has achieved improvements in advertising efficiency by adding speech keywords to social media campaigns (SNSell). They expect to play a significant role in this business partnership.

<9247> TREHD 1605 +109.

Sharply rising. Daiwa Securities continues to rate it as a top rating of "buy" with a five-step rating and has raised its target stock price from 2,000 yen to 2,200 yen. Expects sales of 9.7 billion yen (+24.9% YoY; previous forecast: 8.4 billion yen; company plan: 8.3 billion yen) for the fiscal year ending March 2025, and 10.8 billion yen (+11.3% YoY; 9 billion yen) for the fiscal year ending March 2026. It is factoring in not only the stable processing unit price of construction-related waste disposal but also increased demand for reconstruction support after the Noto Peninsula earthquake.

<4197> Asthma Corporation 2366 +400. Proportionate allocation of the limit-up. It has announced the establishment of a shareholder benefit system after last week's trading closed, and seems to be a material for buyers. We will give a QUO card to shareholders who own 100 shares or more. We will give a QUO card for 1000 yen to shareholders who own 100 shares or more but less than 500 shares and have been shareholders for less than one year, 3000 yen for shareholders who own shares for more than one year but less than three years, and 5000 yen for shareholders who own shares for more than three years, depending on the number of shares and holding period.

<9101> NYK Line 5015 +35. Continued rise. Iwai Cosmo Securities continues to rate it as the top rating of "A" in a five-stage rating and has raised its target stock price from 5,200 yen to 6,300 yen. Although the upward effect of exchange rates has shrunk, it expects container freight rates to continue to remain high. It seems that they judge that conservative companies' second-half forecasts are highly likely to be exceeded, but it is not reflected in the stock prices.

<9439> MH Group 196 -7.

<7711> Sukkur Electric Co., Ltd. 1526 + 29. Sharply rising. It is reported in the Nikkei that the government is beginning to revise national strategy to advance the realization of nuclear fusion power generation, which is the next-generation energy. Seems to be a clue material. The National Fusion Strategy Expert Conference of the Cabinet Office will resume on the 20th and aim to compile a new strategy within this fiscal year. The company is involved in testing equipment for nuclear fusion reactors and seems to be attracting funds as a related stock.

<4506> Sumitomo Pharmaceuticals Co., Ltd. 593 +39. Sharply rising. While continuing to maintain the middle rating of "neutral" on a five-stage evaluation, Daiwa Securities has raised its target stock price from 430 yen to 560 yen. Its projected core operating profit is 1.2 billion yen for the fiscal year ending March 2025 (company projection: 1 billion yen) and 1.6 billion yen for the fiscal year ending March 2026. Based on the first quarter results of the fiscal year ending March 2025, it has revised its estimates for diabetes treatment Twimig and other products downward and upward for prostate cancer treatment Orgovyx and overactive bladder treatment Gemtesa.

Significant decline. They released their fiscal year 2024 results after the end of trading last week. Operating profit was 0.023 billion yen, a decrease of 57.5% compared to the previous year. This fell about 64% below the previously expected 0.065 billion yen, resulting in a reversal of profit and loss. Decreased sales of PB products for the BS salon operation business and increases in sales costs and labor costs affected the results. The operating profit for the fiscal year 2025 is expected to be 0.03 billion yen, an increase of 29.6% from the previous year.

<7532> Panpac HD 3525 -197.

<1605> INPEX 2161 -80.5. Sharply falling. WTI crude oil futures fell in the New York market last week and became a factor for buyers to hold back. There is a view that concerns about the future of the U.S. economy have receded and demand for crude oil is continuing to be strong, but negotiations for a ceasefire in Gaza's Palestinian Autonomous Region have resumed in Cairo, the capital of Egypt, and there is a stronger anticipation of a drop in crude oil prices due to relaxed tensions in the Middle East. The office of the Israeli Prime Minister has reportedly taken a "carefully optimistic" stance on the agreement on the 17th.

Asuka Pharmaceuticals HD 2309 +21.

Sharply rising. Daiwa Securities continues to rate it as a five-stage rating and maintain the middle rating of "neutral," but has raised its target stock price from 430 yen to 560 yen. Its projected core operating profit is 1.2 billion yen for the fiscal year ending March 2025 (company projection: 1 billion yen) and 1.6 billion yen for the fiscal year ending March 2026. Based on the first quarter results of the fiscal year ending March 2025, it has revised its estimates for diabetes treatment Twimig and other products downward and upward for prostate cancer treatment Orgovyx and overactive bladder treatment Gemtesa.

Piala 274 +41.

Significant decline. They released their June 2024 results after the end of trading last week. Operating profit was 140.1 billion yen, an increase of 33.2% from the previous year. It exceeded the previous expectation of 135 billion yen. The increase in duty-free sales and the recovery of event demand acted as tailwinds. For the fiscal year 2025, the operating profit is expected to increase 7.0% from the previous year to 150 billion yen. It seems that the seller's cue is that the profit increase rate remains in single digits compared to last year's significant increase, and it is expected to be about 153 billion yen, which is below the market consensus.

TREHD 1605 +109.

Sharply falling. WTI crude oil futures fell in the New York market last week, becoming a reason for buyers to hold back. Although there is a view that concerns about the future of the U.S. economy have receded and demand for crude oil is continuing to be strong, negotiations for a ceasefire in Gaza's Palestinian Autonomous Region have resumed in Cairo, the capital of Egypt, and there is a stronger anticipation of a drop in crude oil prices due to relaxed tensions in the Middle East.