<6005> Miura Kogyo 3403 +167

Significant rebound. Nomura Securities continues to rate it as 'Buy', raising the target stock price from 4600 yen to 5000 yen. Taking into account the consolidation impact of Cleaver Brooks (CB), which was acquired in May, the operating profit forecast has been revised upward from the previous estimates to 26.6 billion yen for the fiscal year ending March 2025, 34.1 billion yen for the fiscal year ending March 2026, and 37 billion yen for the fiscal year ending March 2027, compared to the previous estimates of 25.8 billion yen, 28 billion yen, and 30.3 billion yen. The organic operating profit from CB, excluding CB, is generally unchanged from previous estimates.

<5184> Nichirin 3510 +75

Significant rebound. After the close of trading yesterday, it was announced that a share buyback of up to 2.45% of the issued shares, equivalent to 0.33 million shares or approximately 1.133 billion yen, would be implemented. This has become a material for buyers. It will improve capital efficiency and enable flexible capital policy, as well as being carried out as part of shareholder return measures. On August 23, it was announced that a tender offer for the purchase of its own shares would be made on the Tokyo Stock Exchange's off-auction own-share repurchase trading (ToSTNeT-3), and 0.3 million shares were acquired today.

<2498> Oricon HD 4000 +595

Surge. It was announced that the year-end dividend for the fiscal year ending September 2024 would be 175 yen, which has become a material for buyers. The previous forecast was 100 yen, and the previous year was 100 yen. The company recognizes long-term stable profit return to shareholders as one of its important management issues and, in addition to considering the trend of consolidated performance in the past and future, comprehensively takes into account indices such as dividend payout ratio, dividend yield, and equity ratio to decide on dividends as a basic policy.

<2329> Tohoku Shinyo Sha 671 +29

Significant further rise. After the close of trading yesterday, a response to the tender offer (TOB) and privatization proposal from 3D Investment Partners, an investment company based in Singapore, has been disclosed, and it seems to be a material for buyers. In the response, it is stated that the decision to comply with the TOB and privatization proposal is not appropriate, but will accept due diligence (asset assessment) after entering into a strict confidentiality agreement.

<9799> Asahi Information 1620 +86

Significant increase. After the trading session yesterday, it was announced that the stock will be split 2-for-1 with September 30 as the record date, which seems to be serving as a catalyst for buying. The total number of issued shares after the stock split will be 16.52 million 9700 shares. In addition, in order to improve shareholder satisfaction further, an expansion of the shareholder benefits program was announced. A new provision will be introduced for shareholders with 3000 shares or more, offering a catalog gift e-book worth 10,000 yen or a donation to the Japanese Red Cross.

<4771> F&M 1680 +31

Significant increase. After the trading session yesterday, it was announced that F&M and Yayoi will form a capital business alliance for the development and sale of business software, among other things, which seems to be serving as a catalyst for buying. 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 support for back-office operations for such enterprises. They also plan to strengthen their support in the labor and personnel support area.

<6753> Sharp 1018.5 +66.2

Significant increase. It has been reported by Kyodo News that SoftBank <9434> is considering making a capital investment of 100 billion yen in Sharp, which seems to be serving as a catalyst for buying. According to the report, SoftBank is in negotiations to acquire part of Sharp's Sakai factory in order to establish an AI data center, and the capital investment has emerged during that process. However, the capital investment negotiations are said to be difficult and the feasibility is unclear.

<5698> EnbiPro HD 497 +8

Continued increase. The company announced its medium-term management plan the previous day. In order to respond flexibly to the rapidly changing market conditions, the company has formulated a 5-year rolling medium-term management plan, "Medium-term Plan 2029," following the previous fiscal year. The plan sets the sales target for the fiscal year ending June 2029 at 86 billion yen and the operating profit target at 4.7 billion yen (for the fiscal year ending June 2024, the figures were 52.214 billion yen and 1.782 billion yen, respectively). The target average annual growth rate for the target period is 10.5% for sales and 21.4% for operating profit. The ROE for the fiscal year ending June 2029 is planned to be 14.0% (for the fiscal year ending June 2024, it was 3.2%).

<3604> Kawamoto Kogyo 945 +150

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.

<6857> Advantest 6382 -225

Significant decline. Today, semiconductor-related stocks are generally weak. In the US stock market yesterday, the Philadelphia Semiconductor Index (SOX Index), which consists of major semiconductor-related stocks, fell by 3.44%, a larger decline compared to the Dow Jones (-0.43% decline), which seems to be a factor in the cautious buying of semiconductor-related stocks in the Tokyo market. Toshiba <8035>, Lasertec <6920>, and others are also experiencing declines.