Kitack ＜4707＞: 452 yen (-21 yen)

The sharp decline continued. Financial results for the 3rd quarter were announced last weekend, and cumulative operating income was 0.25 billion yen, 3.3 times the same period last year, and the full-year forecast was revised upward from the previous 0.21 billion yen to 0.31 billion yen, an increase of 86.1% from the previous fiscal year. The fact that orders expanded more than expected, including those related to the Noto Peninsula earthquake, seems to be the reason behind the decline in business performance. However, since the results for the first half of the year were 0.24 billion yen, which exceeded the previous full-year plan, it seems that expectations for upward revisions to earnings were increasing, and it seems that the sense of immediate exhaustion prevails.

ACCESS＜4813＞: 1294 yen (+97 yen)

Significant continued growth. Financial results for the first half of the year were announced last weekend, and operating profit and loss were in deficit of 0.65 billion yen, improving profit and loss by 0.47 billion yen compared to the same period last year. On 7/31, the deficit of 1.63 billion yen in the previous plan was revised upward to a deficit forecast of 0.8 billion yen, but the deficit narrowed further. It recovered to a surplus of 0.24 billion yen in the May-July fiscal year. We still maintain a surplus forecast of 0.5 billion yen for the full year, but it seems that the upside accuracy etc. will also increase.

Tri-Chemical ＜4369＞: 3990 yen (+215 yen)

Significant continued growth. Financial results for the first half of the year were announced last weekend. Operating profit was 1.94 billion yen, up 76.2% from the same period last year, which greatly exceeds the 1.64 billion yen previously planned. Incidentally, the full-year forecast has been revised upward from the previous 3.38 billion yen to 3.9 billion yen, double the level of the previous fiscal year. The semiconductor industry has begun to recover due to an increase in demand related to generative AI, etc., and it seems that the recovery of memory semiconductors has become particularly prominent. Also, since active investment continues in China, shipments of the company's products seem to have exceeded expectations.

Raccoon HD ＜3031＞: 663 yen (+87 yen)

Massive backlash. Financial results for the first quarter were announced last weekend, and operating profit was 0.3 billion yen, up 7.6% from the same period last year. Compared to the full-year plan of 1.25 billion yen, which is 2.2 times compared to the previous fiscal year, the profit rate is at a low level, but in the previous fiscal year, advertising expenses increased drastically from the 2nd quarter onwards, and it seems that the profit level for the first quarter was increasing. This time, the first half plan, which had not been disclosed, was announced, and it was 0.58 billion yen, an increase of 77.6% compared to the same period last year, which seems to have led to dispelling concerns about the low profit rate level.

G-DAT＜3841＞: 1,723 yen (+223 yen)

Significant continued growth. It has been announced that a domestic sales agency agreement has been signed with French company POLLEN METROLOGY. POLEN is an enterprise that provides a comprehensive AI-driven process control platform that shortens the time until semiconductor manufacturing is brought to market. Going forward, they will cooperate closely and work together to further expand solutions. Expectations are ahead that the expansion of products offered to users will lead to future business expansion.

Fun Pep (4881): 213 yen (-23 yen)

A sharp decline. It was announced that a patent relating to anti-IgE antibody-inducing peptides has been established in the United States. A patent that broadly protects a peptide vaccine (anti-IgE antibody-inducing peptide) composed of a unique functional peptide “AJP001” and an epitope (short peptide recognized by antibodies, etc.) of the target protein IgE. The company is proceeding with drug development for the anti-IgE antibody-inducing peptide FPP004x with hay fever, which is a social issue, as the primary indication. However, the response to stock prices is limited, and sales that are wary of the fact that they were designated as daily public stocks on 8/30 have become dominant.

Lena Science ＜4889＞: 365 yen (+8 yen)

Continued growth. After the transaction ended on the 30th, it was announced that a joint development agreement was signed with Taipei Medical University (TMU) -Biotech (Taiwan) for research and development and commercialization of programmed medical devices (SaMD), and it is viewed as good news. TMU-Biotech is a 100% subsidiary of TMU for the purpose of commercializing medical seeds to be researched and developed at Taipei Medical University (TMU). Under this joint research and development agreement, the company and TMU will cooperate to commercialize the SaMD pipeline that utilizes AI in both Japan and Taiwan.

Lawyer Com ＜6027＞: 3340 yen (+40 yen)

Continued growth. It was announced that they have started providing an integrated AI legal research tool equipped with Legal Brain, and it has been well received. We have succeeded in developing the core technology “Legal Brain,” which incorporates a legal database called a unique “Legal Graph (Legal Graph),” and it is said that by using this, it will be possible to realize legal services with unprecedented convenience. As the first product equipped with Legal Brain this time, an integrated AI legal research tool capable of “extracting and organizing legal issues” and “gathering information” is provided.