<5344> MARUWA 38650 +1400

Significant rebound. Marusan Securities continues to recommend a 'buy' rating and has raised the target stock price from 39000 yen to 44000 yen. Ceramic components have a high market share in specific areas where heat dissipation is required, and it is expected that new markets such as heat-dissipating substrates for semiconductor lasers in optical transceivers for AI generation data centers can be developed. Sales for automotive applications, including HV and PHV, are also expanding, leading to upward revisions in performance forecasts from this fiscal year onwards.

<6335> Tokyo Kiki 391 +17

Significant rebound. It was announced that the autonomous cleaning robot 'Ichimoku Dachin' developed in collaboration with Nishio Rent All has been completed. This robot is capable of collecting various types of waste, including dust, gravel, concrete fragments, wood fragments, screws, nails, and PET bottles up to the size of a large bottle, mainly at construction sites. The maximum collection capacity is about 35 liters. It is also possible to easily dispose of the collected waste and easily set the cleaning range from a tablet device.

<8920> Toyo Shoho 729 +49

Marked rebound. It has been announced that the sale of trust beneficiary rights with rental real estate in Suzuka City, Mie Prefecture as trust property has been decided. The sale price is undisclosed, but the property delivery date is scheduled for November 28, and it is planned to be recorded as revenue for the fiscal year ending March 25. As a result, the full-year performance forecast has been revised upward, with revenue increasing from the previous estimate of 25 billion yen to 34 billion yen, and operating profit increasing from 4.7 billion yen to 5 billion yen, representing a 26.3% increase compared to the previous period.

<5805> SWCC 5370 +400

Tokyo Electric Power Holdings is reported to be increasing its electrical utilities infrastructure in response to the increase in data centers and semiconductor factories, by investing 470 billion yen in reinforcing the power transmission network and constructing large-scale substations by the end of fiscal year 2027. With the succession of development plans for data centers and semiconductor factories, it seems that power infrastructure development has become a challenge. Following this report, there is growing interest in electric wire stocks such as the company and Furukawa Electric, as well as in power equipment investment-related companies such as Daihen and Tokyo Kogaku.

<7867> Takara Tomy 3459 +149

Significant increase. It has been announced that the "Disney Loracana Trading Card Game" series of trading card games will be launched in Japan from January 25th. As the first wave, four types of games will be released at toy specialty stores nationwide, toy sections of department stores and mass retailers, online shops, "Takara Tomy Mall", and more. This series was launched in the U.S. in August 23, and has become a very popular game selling over 1 billion cards.

<6508> Meidensha 3450 +170

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.

<6315> TOWA 7440 +480

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.

<4483> JMDC 4399 +125

Marked rebound. At Tokai Tokyo Securities, the investment judgment has been newly set to "outperform" with a target stock price of 6000 yen. The assumptions include the active utilization of Real World Data (RWD) in pharmaceutical companies, sales recovery in the life and non-life insurance areas, and revenue expansion of the health promotion support app "PepUp". The company has a vast amount of RWD, establishing strong entry barriers, but the attention on RWD in drug discovery companies is increasing. Expectations for long-term synergy effects with the parent company Omron.

<4543> Terumo 2689.5 -81.5

Significant drop. It was announced that major shareholders, including financial institutions, will sell stocks in overseas markets. The total number of shares to be sold is 73.21 million 1900 shares. The selling price will be determined between September 10th and 12th, and the delivery date will be three business days after the decision date. On the other hand, to mitigate the impact on the supply and demand of stocks, it was also announced that a share buyback would be implemented, with a maximum limit of 15 million shares, equivalent to 1.01% of the issued shares, and 30 billion yen. The acquisition period is from the business day following the delivery date to December 30th.

<4967> Kobayashi Pharmaceutical 5600 +356

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.