<2613> J Oil 2115 +127

Significant rise. The company announced a revision of its performance forecast the previous day, with first-half operating profit increasing from the previous 3 billion yen to 5 billion yen, a 1.2% increase over the previous year's same period. For the full year, it has been raised from 7 billion yen to 8.5 billion yen, an increase of 17.4% over the previous period. It seems that the profit margin is rising due to the improvement in meal value and the softening of oil costs, as well as successful efforts to achieve appropriate selling prices. The annual dividend has also been raised to 70 yen, an increase of 10 yen compared to the previous plan. The previous period's performance was also 60 yen.

<1871> PS 1084 +63

Sharp rebound. The company announced an upward revision of its revenue forecast for the first half of the previous day. Operating profit has been raised from the previous 3.56 billion yen to 4.6 billion yen, an increase of 39.0% over the previous year's same period. Acquiring design change contracts in civil engineering and cost improvements in construction are expected to be positive factors in the upside. Although the full-year plan of 7.7 billion yen, a 1.6% decrease from the previous period, remains unchanged, there is a high possibility of further upside potential. Based on the situation in the first quarter, the upside itself is considered to be on track.

<6089> Will Group 1006 +67

Significant rise. The company announced an upward revision of its first-half performance forecast the previous day. Operating profit has been raised from the previously expected 0.53 billion yen to 0.78 billion yen, a decrease of 61.4% compared to the previous year's same period. Decreases in hiring costs in the domestic Working business, expense control, and an increase in profit margins due to price negotiations are among the reasons. This follows an upward revision at the time of the first quarter results. The company has also announced a stock market buyback of up to 0.3 billion yen by the representative director.

<3565> Asentec 623 +42

Significant rise. The company announced a capital business alliance with Cloud Software Group (CSG) and the implementation of a third-party allocation of new shares with CSG as the allottee. CSG is a leading company that provides mission-critical software for enterprises, including Citrix. With this business alliance, a wholly-owned subsidiary aimed at expanding Citrix products will be established. The allocated number of shares to CSG will be 0.7 million shares, which is equivalent to 5.01% of the issued shares.

<6855> Electronic Materials 2684 +238

Marked improvement. The full-year earnings forecast was announced the previous day. On August 7, the earnings forecast was temporarily withdrawn. For the fiscal year ending March 2025, the operating profit is expected to be 3.6 billion yen, a 4.1-fold increase compared to the previous year. However, since the previous forecast was 2.4 billion yen before the withdrawal, it is effectively a significant upward revision. It seems that the growth in demand for AI generation is driving this. The annual dividend is planned to increase by 15 yen compared to the previous year, to 55 yen, from the previous undetermined level of 40 yen, making it an increased payout.

<4716> Japan Oracle Corp 15190 +1495

Sharp rise. The company announced its first-quarter results the previous day, with an operating profit of 22.2 billion yen, a 20.2% increase from the same period last year. While the full-year market consensus is expecting single-digit profit growth, it seems to be receiving better than expected strong start. Cloud services are expanding smoothly, and software license sales are also significantly growing with large contracts, among other factors. The positive earnings are also leading to an upward trend in dividend consensus and other factors.

<6269> Mitsui Ocean 3485 +205

Significant rebound surpassing the high on May 14. Mizuho Securities has initiated coverage with a 'buy' rating and a target stock price of 4100 yen. With progress in construction of two large FPSO projects and anticipated contract awards for expected projects, it is expected that the gross profit margin of construction work will remain at a high level. In addition, the costs of petroleum extraction in deepwater areas are lower than crude oil price levels, indicating expectations of a recovery in global petroleum development investments and a continuation of a favorable business environment.

<5929> Sanwa HD 3815 +349

Sharp rise. According to a substantial ownership report submitted the previous day, the ownership ratio, including the shared ownership of the U.S. investment fund ValueAct Capital, has become 5.94%. The stated purposes of ownership include pure investment and providing advice to management or making important proposals depending on the situation. ValueAct is known as an activist shareholder and has also invested in companies like Japan Display and Topcon. Speculative buying is leading the way for future developments.

<6920> Laser Tech 24250 +5

Stagnant. Despite a general preference for buying in the semiconductor sector, there was lackluster movement. Mizuho Securities has downgraded its investment rating from 'Hold' to 'Underperform' and also reduced the target stock price from 32,000 yen to 19,000 yen. It is expected that there may be downward revisions of performance forecasts due to Intel's poor investment performance, as well as ASML's downward revision of future EUV exposure device unit forecasts, which could be announced between October and November. However, it is expected to be bought back in line with the general uptrend.

<8035> Tohoku Electric 25760 +1910

Significant rebound. Amid the progress of the weakening yen in the foreign exchange market and expectations of futures buying due to reinvestment of dividend rights, the Nikkei average rose significantly. Particularly, the rise in the semiconductor sector stood out and played a leading role in the market. Although the US SOX index only rose by 0.8%, Micron, which announced its earnings after the close, surged in extended hours trading due to strong results. This development became a buying factor for domestic semiconductor-related stocks. Micron's first-quarter guidance seems to significantly exceed market expectations for revenue and gross profit margin.