<5110> Sumitomo Rubber 1517.5 +58
Significant rebound. A small meeting was held the previous day, and it seems that expectations for profit growth after the fiscal year ending December 2025 have increased. The measures that have been implemented so far, such as the reorganization of US factories, are expected to become more evident in the future. In addition, the next generation all-season tire "Synchro Weather" seems to have received reservation orders from general customers despite being released before.
<6460> Sega Sammy HD 2752.5 +162.5
Significant continued rise with no change from the previous day. Mizuho Securities continues to recommend "buy" and has raised its target stock price from 3200 yen to 3500 yen. The recovery of game and entertainment business revenue in the first quarter and the expected pace of expansion are higher than expected, and the forecast for operating profit after the fiscal year ending March 2025 has been increased. It is expected that the full-year performance forecast will be revised upward at the time of the interim results. For the fiscal year ending March 2025, the operating profit is forecasted to be 61 billion yen, a 7.3% increase compared to the previous year, against the company's plan of 45 billion yen.
<2492> InfoMT 324 +18
Significant rebound. Nomura Securities has upgraded its investment rating from "neutral" to "buy" and set a target stock price of 410 yen. Although the stock price has been sluggish since the beginning of the year due to short-term performance decline, it is judged that there is a possibility of significant improvement in business conditions after the third quarter due to the resolution of factors causing a decline in earnings. In addition, considering the medium- to long-term high-profit growth, the current stock price is considered to be undervalued. From August, a fee revision will begin in the order and delivery system, and the cost reduction effect of data center expenses will also become apparent in the future.
<3197> Skylark 2269.5 +25
Significant rebound. Monthly trends for August were announced the previous day. Same-store sales rose 13.4% compared to the same month of the previous year, marking 29 consecutive months of growth and double-digit growth for the first time in 2 months. The number of customers increased by 7.6% and the average customer spend increased by 5.3%. Gust and Jonathan have successfully increased the number of customers after the Obon holiday by strengthening their sales promotions, and it seems that the coupon flyers have also achieved a high redemption rate. Shabu-ya also had good sales of the limited quantity "Hokkaido Beef Chuck Roast".
<4499> Speee 1648 -5
Continued decline. Subsidiary Datachain announced that it has started a joint development project with Progmat, the co-developer of 'Progmat Coin Foundation' and 'Cross-Border Remittance Infrastructure', to build a cross-border remittance infrastructure for stablecoins. The upcoming proof-of-concept experiments, which will use prototypes, have secured the participation of major domestic and international financial institutions. The collaboration will continue to expand with the aim of commercialization in 2025. Despite this positive news, profit-taking selling increased due to concerns about high prices.
<4813> ACCESS 1403 +161
Sharp rise. It was announced that the framework to provide IOWN Network Solutions, which enable high-speed interconnection between 400Gbps data centers, has been established. The solution is expected to achieve cost reductions in construction and operation of 50% and power consumption reductions of 40%. It combines the technologies and products of 9 companies, including NTT, NTT Advanced Technology, ACCESS, Fujitsu Optical Components, and NEC.
<9627> Ein HD 5404 +96
Significant continued rise. The company announced its first quarter results the previous day, with operating profit decreasing by 23.6% compared to the same period last year, reaching 2.76 billion yen. However, the company raised its first-half plan from the previous forecast of 6.64 billion yen to 6.77 billion yen, and its full-year forecast from 17.8 billion yen to 19.4 billion yen. The prescription unit price and number of prescriptions have been solid in the pharmacy business, and the unit price has increased due to sales growth of Asian cosmetics and high-priced cosmetics in the retail business. The new M&A effects starting from August also contributed to the positive revision.
<9983> First Retail 44020 -1720
Significant decline. As of the end of July, the weight of Nikkei Average exceeded 10%, so a cap adjustment ratio of 0.9 is applied to the stock price conversion factor, resulting in a decrease of about 10% in the weight of the index. According to calculations by Nomura Securities, it is assumed that 7.2 million shares and 4.7 days of selling demand will be generated due to the turnover resulting from the regular replacement this time. Although it is already priced in, there is a growing awareness that cap adjustment will continue to weigh on stock prices.
<7532> Panpacific HD 3610 -240
Significant decline. The regular replacement of the Nikkei Average was announced the previous day. The company was a third candidate for new adoption, and there was a strong expectation that three stocks would be replaced, so expectations for new adoption were high. This time, due to the replacement of two stocks, the company was not selected for adoption, and the expectation of supply and demand has declined. On the other hand, stocks such as Hitachi Zosen, Mitsubishi Warehouse, and GS Yuasa, which were expected to be removed but were still adopted, are being bought.
<4307> NRI 5132 +148
Significant rebound. The previous day, it was announced that the regular stock of the Nikkei average will be replaced, and a new adoption has been decided along with Ryohin Keikaku. The buying and selling impact associated with the new adoption will occur at the closing price on September 30. The company's new adoption is believed to have been anticipated in the market, but according to Daiwa Securities' estimate, the buying impact is relatively large, with a 17.11-day impact, and the movement is expected to anticipate a near-term demand and supply improvement. Ryohin Keikaku, which had even higher expectations, is selling ahead.