大幅続伸。特に目立った材料は観測されておらず、機関投資家のリバランスの動きの一環と捉えられている。半導体関連株の低調な地合いや不透明など為替動向などから、内需系の主力株として注目度が高まる形になっているもよう。また、買収提案を受けているセブンアイが仮に上場廃止となれば、小売セクター内でのリバランスにより、時価総額がセクター第3位である同社に買い需要が見込めるとの思惑などもあるようだ。Good product plan <7453>: 2,699 yen (+80.5 yen)
Significant rebound. The previous day, despite the decision not to include the Nikkei average, there was a sense of short-term exhaustion, but today there is a dominant movement once again expecting an improvement in supply and demand in the near term. In addition, at SMBC Nikko Securities, the investment judgment remains at '1' and the target stock price has been raised from 3100 yen to 3600 yen. It seems that they also evaluate that there is still significant room for improvement in the medium-term adjustment, expecting the continuation of strong performance in the high gross profit margin household goods.
Ion <8267>: 3,842 yen (+93 yen)
Significant gains. There doesn't seem to be any significant news, and it is seen as part of the movement of institutional investors rebalancing their portfolios. Due to the weak performance of semiconductor-related stocks and the uncertainty of exchange rate trends, the popularity of domestic-demand-oriented main stocks is increasing. Moreover, if Seven & I, which has received a takeover proposal, is delisted, there is speculation that the market capitalization of the company, which is the third largest in the retail sector, could expect buying demand due to rebalancing within the sector.
Kozo Do HD <7868>: 500 yen (+59 yen)
Significant continuing increase. Although the announcement of the first quarter's financial results has been delayed, it has been announced that there are issues that need to be identified, such as the need to submit a corrected report on the securities report for the fiscal year ending March 2024 the day before. In the August 9th release, it was stated that the background of the delay in the announcement of the financial results was that it was discovered that there was a need for a review of certain accounting procedures, but it has now been revealed that it is a difference in the timing of revenue recognition. It has been determined that the reasons for the delay in the announcement of the financial results are not something to be excessively cautious about.
It seems.
Sekisui House <1928>: 3,922 yen (+85 yen)
Significant increase. The company announced its second quarter financial results the previous day, with operating profit for the May-July period reaching 85.4 billion yen, a 23.5% increase compared to the same period last year, surpassing the market consensus by around 2 billion yen. As a result, the full-year forecast has been revised upward from the previous 300 billion yen to 320 billion yen, an 18.1% increase from the previous year. The full-year consensus was almost in line with the company's plan. It appears that factors such as US single-family homes and US community development exceeded expectations. This reinforces the expectation of the benefits of a US interest rate cut.
Pasco <9232>: 2057 yen Buy -
Stop buying tendency at the daily limit up. Secom, the parent company, as well as IS Frontier Partners, a wholly-owned subsidiary of Itochu, have announced the implementation of a TOB with the aim of privatizing the entire shares. The company is recommending applications for the TOB. The TOB price is 2140 yen, which represents a premium of 29.1% from the previous day's closing price, and there is a growing movement to reconcile at the same price. The TOB period is from September 6th to October 22nd.
Tsubota Lab <4890>: 502 yen Buy -
Stop buying tendency. Shenyang Xingqi Pharmaceutical Co., Ltd., a leading ophthalmic pharmaceutical manufacturer in China, has announced the signing of a patent license agreement granting exclusive implementation rights to specific patents in specific regions. "Xingqi" is a major pharmaceutical manufacturer specializing in research, development, manufacturing, and sales of ophthalmic pharmaceuticals in China, with a total contract amount of 18 million US dollars (approximately 2.68 billion yen). Through this agreement, the company aims to widely offer treatment methods based on its patents in China.
The purpose is to widely provide treatment methods based on the company's patents in China.
Medic <4586>: 105 yen (+4 yen)
Rebound. It was announced that the patent examination for the pending "layered adhesive" was notified by the Patent Office after the close of trading on the 5th, and it is regarded as good news. The patent relates to the structure of the adhesive, and it is a technology that achieves improvement in adhesion and other functions by intentionally creating a certain space. It is being used in the spastic paralysis treatment drug MRX-4TZT (tizanidine tape agent). The validity period of the patent is until 2040, and it is also aimed at being granted in the USA, European index, and China.
<4592> Sanbio: 944 yen (-27 yen)
Continued decline. After the close of trading on the 5th, it was announced that the analysis results of the Phase 2 STEMTRA trial of the main development product SB623 were published in the Neurology Journal. The analysis evaluated the effectiveness and safety of the main development product SB623 for patients with chronic motor function disorders resulting from traumatic brain injury over 48 weeks in the Phase 2 multi-center double-blind comparison trial with a sham surgery control group (STEMTRA trial) conducted from 2016 to 2019.
