Ambis <7071>: 1889 yen (+112 yen).

Significant increase. It has announced the implementation of the acquisition of treasury stock, which corresponds to 0.3% of the issued shares and has a maximum limit of 0.25 million shares and 0.5 billion yen. The acquisition period is from September 18th to October 31st. It seems to be aimed at enhancing shareholder returns and utilizing it as an incentive in the form of stock compensation for officers and employees. There is a move to expect short-term improvement in supply and demand. Although the acquisition scale is believed to be limited, the recent sharp decline in the stock price has become a trigger material for a rebound.

Kasumigaseki Capital <3498>: 14290 yen (+790 yen).

Significant rebound. Amid the tight supply and demand of refrigerated and frozen warehouses, it has been reported that large-scale investments are being made one after another. Regarding the company, it is understood that they plan to increase the number of refrigerated and frozen warehouses to about three times the current 18 by 2027, with an investment scale of around 200 billion yen. It is also said that they will automate warehouse in- and out-of-stock processes by the end of the year, and develop warehouses that can reduce operating personnel. In the context of global market expansion, expectations are high for future business expansion through the implementation of large-scale investments.

Hiroden <1948>: 1420 yen (+161 yen).

It rebounded significantly. The company announced an upward revision of its financial estimates the previous day. The operating profit for the first half increased from the previous forecast of 0.38 billion yen to 0.62 billion yen, and for the full year, it was raised from 1.2 billion yen to 1.74 billion yen, an increase of 50.5% compared to the previous year. The first half estimate had just been increased from a forecasted loss of 0.25 billion yen at the end of July. In addition, the interim dividend, which had been set as zero, will be set at 33 yen, and the annual dividend, which had been undecided, will be increased by 12 yen compared to the previous year to 66 yen.

Tokyo Base <3415>: 247 yen (+19 yen).

Significant rebound. The company announced its interim results the day before, with operating profit amounting to 0.52 billion yen, an increase of 65.5% compared to the same period last year, and the period from May to July also showed a high increase of 0.36 billion yen, up 64.4% compared to the same period last year. The full-year plan of 1.6 billion yen, an increase of 81.6% compared to the previous year, remains unchanged, but there is a dominant trend to view the continued expansion of the company's earnings positively. Although revenue is declining due to e-commerce and structural reforms in China, gross profit margin is improving due to the discontinuation of general sales, improvement in the price-to-value ratio of self-owned original businesses, and restraint on e-commerce price discounts.

Today's weather is good.

Trancom <9058>: 8830 yen, Ca -

Stop buying orders at the daily limit-up. The implementation of the MBO has been announced. A fund affiliated with Bain Capital is conducting a TOB. The TOB price is set at 10,300 yen, a 40.5% premium compared to the previous day's closing price. The TOB period will be from September 18 to October 31. There is a move aimed at aligning completely with the TOB price. The planned interim dividend of 74 yen for September is proposed to be canceled conditionally upon the TOB agreement.

INTLOOP <9556>: 4750 yen (+670 yen)

The company's long-term management plan, which sets the operating profit target for the July 2030 period at 15 billion yen, was disclosed on the 13th and continues to be well received. In addition to strengthening the existing freelance business and expanding the consulting business area, the company aims to expand its solution portfolio, with a focus on AI and other DX fields. The projected operating profit for the July 2025 period is 1.969 billion yen, a 30.7% increase compared to the previous period. The operating profit for the July 2024 period was 1.506 billion yen.

M Mart <4380>: 1047 yen (-103 yen)

Significant drop after 5 days. The operating profit for the second quarter of the fiscal year ending January 2025 (February to July 2024) was announced to be 0.223 billion yen, a decrease of 2.8% compared to the same period last year. Revenue increased by 12.0% to 0.623 billion yen due to an increase in the number of stores and listings, but was impacted by the increase in personnel expenses and hiring expenses related to the system technology department and sales department, resulting in a decrease in profit. The full-year operating profit estimate is maintained at 0.561 billion yen, an increase of 16.1% from the previous period.

LeTech <3497>: 1191 yen (+113 yen)

A significant 4-day extension. It has announced an upward revision of its medium-term management plan and a target operating profit for the fiscal year ending July 2026 of 204 billion yen (previously 166 billion yen). While selecting high-profit projects, it aims to achieve its plan with residence development as the main axis. The operating profit forecast for the fiscal year ending July 2025 is 1.896 billion yen, a 23.9% increase from the previous period, and a new interim dividend will be implemented. The annual dividend forecast is 66.00 yen. The fiscal year ending July 2024 saw a 9.9% increase to 153 billion yen. The year-end dividend has been decided at 55.00 yen (previously forecasted at 41.00 yen).