Morita HD ＜6455＞: 2167 yen (+164 yen) 2177 +174

Massive backlash. Mr. Ishiwari, who was elected as the new president, has appealed for the establishment of the “Ministry of Disaster Prevention” until now, so it seems like it will become popular as one of the disaster prevention-related brands. In addition to handling fire engines, rescue vehicles, etc., they also handle disaster prevention equipment, etc., and have been an essential presence at disaster sites until now. Movements expecting an increase in demand due to the establishment of the Ministry of Disaster Prevention prevail. Furthermore, Nomi Disaster Prevention and Imperial Textile are also being purchased ahead of time as disaster prevention-related matters.

Nissei Line ＜5659＞: 1231 yen (+101 yen)

Massive backlash. Upward revisions to earnings and dividend forecasts were announced last weekend. Operating income for the first half of the year was raised from 2 billion yen previously forecast to 2.4 billion yen, and from 4 billion yen to 4.9 billion yen for the full year, an increase of 38.5% from the previous fiscal year. Strong demand for ultra-fine wires for solar panel manufacturing continues, and it seems that large orders for Nasron filters for carbon fiber applications and high-performance film applications are also expected. The annual dividend will also be raised from the previous plan of 46 yen to 56 yen, and the dividend will increase by 14 yen compared to the previous fiscal year.

Mitsui Fuji ＜8801＞: 1,337 yen (-128.5 yen)

A sharp decline. Major real estate companies, such as Mitsubishi Estate, Sumitomo Real Estate, and Tokyo Tatemono, are being drastically discounted across the board. Mr. Ishiwari was elected as the new president in the Liberal Democratic Party presidential election last weekend, leading to the view that the pace of normalization of monetary policy will speed up compared to Mr. Takaichi, who was the leading candidate. As a result, additional interest rate hike observations by the Bank of Japan by the end of the year will increase, and the outflow of funds from the real estate sector, where the burden due to rising interest rates is expected to increase, will intensify.

ASTI＜6899＞: 2,238 yen -

There is a sign that bargain sales will stop. A downward revision of earnings forecasts was announced last weekend. Operating income for the first half of the year was lowered from 0.9 billion yen previously forecast to 0.55 billion yen, and from 2.5 billion yen to 1.3 billion yen for the full year, down 41.8% from the previous fiscal year. The background is a decline in sales prices due to price competition for EV cars in China, and deterioration in profitability due to soaring material costs, starting with copper. Also, the dividend, which was scheduled to be 150 yen per year, has also been announced to be reduced to 50 yen.

Change HD (3962): 1,466 yen (+208 yen)

Top rate of increase due to rapid growth. The high return price level for August has been updated. In the Liberal Democratic Party presidential match last weekend, Mr. Ishiwari won a reverse victory in the runoff vote. As a result, it seems that interest is growing as a symbolic brand of “regional revitalization,” which is positioned as a priority policy of Mr. Ishiwari. In addition to hometown tax payment-related businesses, it looks like it is expected that there will be more room for activity as an enterprise that supports DX by local governments.

Reprocell ＜4978＞: 122 yen (-4 yen)

The whereabouts. Bioserve, a wholly owned subsidiary in India, announced that it has started a cancer genetic testing service “PrecionC” for individuals using saliva within India, but it was pushed to the ground and declined. Bioserve has been providing cancer genetic testing services mainly to medical institutions since before. It aims to be useful for early detection of cancer and provision of opportunities for lifestyle improvement within India. Also, it is said that an easy cancer risk test at home is a useful option for people who hesitate to seek medical treatment due to access to medical facilities or cost issues.

Perseus (4882): 556 yen (-5 yen)

decline. It was announced that the anti-transferrin receptor 1 antibody PPMX-T003, which is under development, has been registered as a patent in Japan, and although it starts rising, sales are being pushed due to poor conditions. The patent is a joint research with the research group of Professor Norio Komatsu and his colleagues in the Department of Hematology at Juntendo University School of Medicine, and it is a patent targeting polycythemia vera in a series of patents stipulating therapeutic uses of PPMX-T003 for various cancers, and it is also being applied for in major countries other than Japan. The company is strengthening intellectual property rights in a wide range of therapeutic application areas for this antibody, and already holds material patents.

Parma ＜3461＞: 392 yen (0 yen)

A fight. The conclusion of a joint business agreement with Mitsubishi Estate and the acquisition of land for self-storage facility development were announced. The same property was acquired in collaboration with Mitsubishi Estate and the development and operation of an indoor self-storage facility is carried out. The acquisition price will not be disclosed, but it is said that the contribution amount will be the total equity share of the joint business, and it is said that it will be less than 30% of net assets for the fiscal year ending 23/9. By jointly promoting the business from the acquisition of the same property with Mitsubishi Estate, it is said that an agreement was concluded with the aim of improving the asset value of the same property by mutually sharing the strengths that both parties have. However, it continues to decline due to poor conditions.