F&M＜4771＞: 1,720 yen (+71 yen)

Continued rise. After yesterday's trading session, it was announced that F&M will form a capital business alliance with Yayoi, which develops and sells business software, among other things, and this seems to be a buying opportunity. F&M plans to allocate 0.2 million shares of its own stock (1.27% of the total number of issued shares) to Yayoi. Both companies aim to provide further value to their small and medium-sized enterprise customers and expand their support business for back-office operations for small and medium-sized enterprises. They also plan to strengthen labor and personnel support services and other areas.

Sharp Corp＜6753＞: 1,009.5 yen (+57.2 yen)

Sharp corp is reported to be considering a substantial investment of 100 billion yen in SoftBank <9434>, which seems to be a positive factor attracting buyers, according to Kyodo News. According to reports, SoftBank is negotiating to acquire part of Sharp's Sakai factory to build a datacenter for AI, and the investment proposal has emerged in the process. However, the investment negotiations are difficult, and the feasibility is uncertain.

Envipro HD＜5698＞: 497 yen (+8 yen)

Continued rise. After yesterday's trading session, it seems to be a buying opportunity as they announced their medium-term management plan. In order to flexibly respond to the rapidly changing market conditions, they have formulated a 5-year rolling medium-term management plan, "Medium-Term Plan 2029", following the previous fiscal year. For the fiscal year ending June 2029, they have planned for a revenue of 86 billion yen and an operating profit of 4.7 billion yen (compared to 52.214 billion yen and 1.782 billion yen for the fiscal year ending June 2024), with an average annual growth rate during the target period of 10.5% for revenue and 21.4% for operating profit. They also plan for an ROE of 14.0% for the fiscal year ending June 2029 (compared to 3.2% for the fiscal year ending June 2024).

Kawamoto Industries＜3604＞: 945 yen (+150 yen)

Trading limit up. The spread of monkeypox infection is being reported. On the 22nd, the Thai health authorities reported that a European man who contracted monkeypox had been infected with the more severe 'Clade 1'. According to Bloomberg communications, it is reported for the first time that a Clade 1 infection has been reported in Asia. Monkeypox is also suggested to have the possibility of droplet transmission, and funds seem to be flowing towards the company's stock handling masks, etc.

Advantest <6857>: 6,374 yen (-233 yen)

Decline. Today, semiconductor-related stocks are generally weak. In the U.S. stock market yesterday, the Philadelphia Semiconductor Index (SOX index), composed of major semiconductor-related stocks, fell by 3.44%, which is a larger decline compared to the Dow average (0.43% decline), and seems to be a factor causing caution in buying semiconductor-related stocks in the Tokyo market. Toko Electron <8035>, Lasertec <6920>, and others also declined.

Stamen <4019>: 671 yen (-2 yen)

Stalemate. TUNAG Benefit, a welfare service that can be used daily on smartphones, announced that it has surpassed 2 million users in 10 months since its release. TUNAG is a service aimed at improving productivity and reducing turnover by promoting internal communication and information sharing to enhance employee engagement, and the number of companies using it has exceeded 900. TUNAG Benefit has been steadily increasing the number of welfare coupon issuances through feature enhancements such as the addition of a 'Custom Coupon' function, which allows each company to add its own unique welfare benefits content.

Iore <2334>: 724 yen (+100 yen)

Reached limit-up. DEA and Simplex have announced the start of media collaboration with 'Rakuraku Renraku-ma' for 'Answer to Earn' and the launch of quiz-type advertisements on Rakuraku Renraku-ma. 'Answer to Earn' is a web3 advertising service where users can earn rewards by answering quizzes and challenges. With this collaboration, the 7 million members registered with Rakuraku Renraku-ma can utilize cryptocurrency rewards from 'Answer to Earn' for promotions and market research.

CINC <4378>: 651 yen (+20 yen)

Rebound. It has been announced that a M&A intermediation matching system called 'CAMM DB' utilizing AI generation has been developed. CAMM DB is a system that builds a database on M&A needs using AI generation and achieves optimal matching. Currently, CAMM DB can automatically collect and analyze data on M&A achievements of approximately 0.02 million companies, including difficult-to-obtain information on unlisted companies. This allows for referencing a vast range of buyer needs and expands seller options, improving matching accuracy.