＜3840＞ pass 143 +14

rapid expansion. It has been announced that a new business will be launched in a field that combines AI image processing technology and robotics technology. As a start, it is said that a business partnership agreement was concluded with Sanwa Seisakusho regarding the development and sale of food manufacturing equipment that drastically reduces human work in the food processing process by utilizing AI image processing technology and robotics technology. There also seems to be a situation where expectations precede new developments aimed at rebuilding management.

＜3382＞ 7 & iHD 2122 +84

Massive backlash. Currently, Canada's Alimantacion Couchard is making an acquisition proposal for the company, but from the perspective of M&A so far, it is reported that there is a possibility that it will push ahead even if it is on a scale of 8 trillion yen, which is about 50% higher than the company's high listing price of 2244 yen. Although stock prices have risen significantly since the takeover proposal was conveyed, it seems to have led to the view that an even higher acquisition premium can be expected in response to the same report.

＜1743＞ Koatsu Kogyo 1599 +300

Stop height. An upward revision of earnings and dividend forecasts for the fiscal year ending 24/9 was announced the day before. Operating profit was raised to 0.39 billion yen from the previous forecast of 0.31 billion yen, an increase of 4.0% from the previous fiscal year, and the annual dividend was also raised from the previously planned 25 yen to 35 yen. The progress rate of construction with good profit margins exceeds expectations, and cost reduction effects also seem to be above expectations. The upward trend in business results from progress up to the 3rd quarter is expected, but drastic dividend increases etc. also have an impact.

＜6967＞ Shinko Electric 5606 -104

A sharp decline. The Industrial Innovation Investment Organization announced that the TOB start period for the company is likely to be from late August to late January next year, which was previously anticipated. The background is that procedures based on competition laws have not been completed in China, Vietnam, etc. According to the Industrial Innovation Organization, if TOB is not expected to start in late February next year, it is stated that “progress status and start time will be announced again,” and premium expectations etc. will decline due to heightened uncertainty about TOB implementation.

＜6920＞ Lasertec 27580 -1245

A sharp decline. Today, in addition to the company, major semiconductor companies such as DISCO, Tokyo Elec, and Advantest are all in the top of the decline. In the US market, semiconductor stocks, starting with NVIDIA's 2.2% depreciation, became dominant in sales, and the SOX index also fell 2.5%. Sales will spread to related stocks in the Tokyo market as well. NVIDIA is preparing to announce financial results on the 28th, but the hurdles to financial results expectations are high, and it seems that caution is ahead of time for the feeling of exhaustion after the announcement.

＜6498＞ KITS 1033 +1

If you don't want to lower it, it fits well. Sumitomo Mitsui Banking Corporation, Mitsubishi UFJ Trust Bank, and Mitsubishi UFJ Bank were announced to sell 4.28 million900 shares and 0.64 million2100 shares due to overallotment, and sales of 0.64 million2100 shares will be carried out, and the sales price determination period is 9/3 to 6. Meanwhile, it was announced that 3.3 million shares, which is 3.67% of the number of issued shares, will be implemented with an upper limit of 3 billion yen. The purpose is to mitigate the impact on supply and demand associated with sales and improve capital efficiency. The immediate deterioration in supply and demand due to sales will abate.

＜1333＞ Maruha Nichiro 3074 -125

A sharp decline. Stock sales of 3.25 million8100 shares and implementation of sales due to overallotment with an upper limit of 0.48 million8700 shares have been announced. The sellers are 8 financial institutions with major shareholders, such as Tokio Marine & Nichido, Norinchukin Bank, Sompo Japan, and Mizuho Bank. It is seen as part of a review of shareholding relationships. Sales prices will be determined during the period from 9/3 to 5. It seems that a sense of caution against the imminent deterioration in supply and demand is ahead.

＜2327＞ NSSOL 3975 +370

rapid expansion. According to the mass holding report submitted the day before, it became clear that 3D Investment, an investment fund based in Singapore, is a major shareholder holding 5.00% of the shares. The purpose of ownership is to provide advice to management and make important proposals according to net investment and circumstances. Starting this year, 3D Investment has proposed privatization of shares to Fujisoft, Tohokushinsha, etc.

＜1451＞ KHC 850 +150

Stops are highly proportional. First Juken announced that it will implement TOB with the intention of making it a wholly owned subsidiary of the company, and the company recommends applying for TOB. The TOB price is 1127 yen, which is a high premium of 61% compared to the previous day's closing price, and movements aimed at moving towards TOB prices are becoming active. Note that the TOB period is from 8/27 to 10/9.

＜4392＞ FIG 363 +80

Stops are highly proportional. It has been announced that it has been decided to introduce the AMR “WILL-FA,” a transport robot developed by the group company REALIZE, to Rapidus' new semiconductor plant aiming to domestically produce cutting-edge logic semiconductors. This is a device that promotes automation of inter-area transport operations for material/component containers, and it seems that expectations for future development capabilities are growing in response to adoption by Rapidas, which has a high level of attention.