Meiden Corporation <6508>: 3490 yen (+210 yen)

It has rebounded significantly. It has been announced that the interim year-end dividends, which were previously undecided, will be set at 35 yen. This represents a 10 yen increase compared to the same period of the previous year. The announcement of increased dividends for the low-revenue first half of the year has had an impact. It also seems to contribute to a sense of reassurance about the current performance trends. Furthermore, the year-end dividend estimates continue to remain undecided. However, if it remains at the same level as the previous period, the annual dividends would be 85 yen, resulting in a dividend yield of 2.6% based on the previous day's closing price.

TOWA <6315>: 7620 yen (+660 yen)

Significant rebound. It has been announced that a 1:3 stock split will be implemented with the end of September as the record date. The purpose is to expand the investor base and improve the liquidity of the stock by lowering the amount per investment unit. There are also expectations for increased attention to semiconductor-related stocks due to the large number of high-priced stocks. It is worth noting that today, despite the decline in NVIDIA shares, the US SOX index has been stable, which also supports the overall firm movement of domestic semiconductor-related stocks.

JMDC <4483>: 4418 yen (+144 yen)

Significant rebound. Tokai Tokyo Securities has newly rated it as 'outperform' and set a target stock price of 6000 yen. The assumptions include the active use of real-world data (RWD) in the pharmaceutical company's R&D, sales recovery in the life and non-life insurance fields, and the expansion of revenue from the health promotion support app 'PepUp'. The company has a vast amount of real-world data (RWD) and has built strong entry barriers, but there seems to be increasing attention to RWD in the pharmaceutical industry at the moment. Also, there are long-term expectations related to synergy effects with the parent company OMRON.

Terumo Corporation <4543>: 2690.5 yen (-80.5 yen)

Significant decline. It has been announced that a public offering of shares will be carried out in the overseas market. The sellers are seven major shareholders centered around financial institutions, with a total of 73.21 million shares to be offered. The offering price will be determined between September 10th and 12th, with the delivery date being 3 business days after the decision date. On the other hand, in order to mitigate the impact on stock supply and demand, the company has also announced a share buyback of up to 15 million shares, amounting to 30 billion yen, representing 1.01% of the issued shares. The acquisition period runs from the next business day after the delivery date to December 30th.

Kobayashi Pharmaceuticals <4967>: 5640 yen (+396 yen).

There was a significant rebound. Some online articles are being considered as materials. Oasis Management, an investment fund in Hong Kong, has acquired 5.20% of the company's shares, and it is expected that there will be increasing governance pressure from Oasis on the founder in the future. However, amidst this, there are rumors in the market about a management buyout (MBO) by the Kobayashi family. It is suggested that there is a possibility of launching an MBO in collaboration with funds other than Oasis.

AI CROSS <4476>: 1635 yen (+7 yen).

Stalemate. Announced the launch of the solution 'Repicam' that creates new possibilities for messaging services. 'Repicam' is a solution that leverages AICROSS's assets and expertise to excavate past leads that have been accumulated and dormant within companies, and achieve sales improvement for companies. It has a higher reach rate and open rate than traditional communication channels, and utilizes excellent SMS notifications, enabling reactions to be obtained from latent segments that have not been responsive. In addition, all measures can be delegated and can be used on a fully performance-based compensation.

Rakuria Soka <4579>: 628 yen (+32 yen).

Significant continued increase. Announced that the ghrelin receptor agonist Eluracat, which was derived to Elanco in the United States after the end of trading on the 29th, has been released in France as a drug for weight loss management in cats with chronic conditions, which is viewed as positive material. This drug is an oral solution of capromorelin, which mimics ghrelin, a hunger hormone that stimulates appetite and promotes gastrointestinal motility. As a result of this matter, the company will receive a one-time payment of 2 million US dollars due to milestone achievement, which will be recorded as operating revenue for the third quarter of the fiscal year ending December 2024.

Port <7047>: 2156 yen (+163 yen).

Significant rebound. Announced that further increase in the confirmed unit price of contracts with multiple major trading partners in the energy sector has been confirmed after the end of trading on the 29th, which is viewed as positive material. Although there is usually a decrease in sales and profits from the first quarter to the second quarter as usual, the performance of the energy sector in the second quarter of this fiscal year is expected to increase (increase in sales and profits compared to the same period last year and the previous quarter (comparison with the first quarter of the fiscal year ending March 2025)) as a result of further improvement in contract unit prices and contribution from stock earnings, due to the intensification of marketing investments.