Raksul <4384>: 1200 yen (-99 yen)

Significant continued decline. At SBI Securities, the investment rating has been downgraded from 'buy' to 'hold', and the target stock price has also been lowered from 1600 yen to 1400 yen. They feel somewhat unsatisfied with the organic growth rate and believe that there may be opportunities for the growth rate to accelerate intermittently through M&A. However, without factoring in these uncertainties, it would be difficult to continue with a bullish investment judgment. In particular, there is a sense of dissatisfaction with the growth in the printing and solutions area, and they are keen to see it accelerate again.

Senko HD <9069>: 1273 yen (+28 yen)

Reversing higher. At Morgan Stanley MUFG Securities, they are maintaining an 'overweight' investment rating and have raised the target stock price to 1590 yen. It seems that the outlook for the logistics business has been raised, and performance forecasts have been revised upwards. They are expecting an operating profit of 37 billion yen for the fiscal year ending March 2025, exceeding the company's plan of 34 billion yen. The competitive advantage of the 'Fresh Delivery' service offered by the subsidiary Lantec is driving the price revision, and they seem to view the price revision effect as better than expected.

Nippon Steel Corp <5631>: 5459 yen (+46 yen)

Buying ahead. At Jefferies Securities, they are maintaining a 'buy' investment rating and have raised the target stock price from 5000 yen to 6200 yen. Japan's defense and military industry is expected to be the biggest beneficiary under the Ishiba Cabinet, and in the medium term, they believe that the expansion of nuclear power in the United States and Europe will drive performance growth. They also judge that the valuation is relatively low compared to other industry competitors. Additionally, they are expecting an operating profit of 25.6 billion yen for the fiscal year ending March 2025, anticipating an upward revision from the company's plan of 20 billion yen.

Zojirushi Mahobin <7965>: 1720 yen (+93 yen)

Significant rebound. The company announced the financial results for the third quarter the previous day. Cumulative operating profit was 448 billion yen, a 6.5% increase from the same period last year, turning from a 2.4% decrease in the first half to an increase. Although the period from June to August is an off-season, the operating profit has turned from a profit of 11 million yen in the black to a profit, compared to a loss of 27 million yen in the same period the previous year. The depreciation of the yen continues to be a negative factor, but it seems that the gross profit margin is improving due to strong sales of rice cookers etc.

INPEX <1605>: 2069.5 yen (+98 yen)

Significant rise. The NY crude oil market is rising, with WTI futures for November closing up 2.44%, with buying predominating in oil-related companies like the company today. Iran announced that it launched a ballistic missile towards Israel, leading to a situation where potential retaliation by Israel is also anticipated. Concerns are rising about potential crude oil supply disruptions in response to Iran's direct involvement as an oil-producing country in the future.

JNEXT <4179>: 290 yen (+9 yen)

Marked a significant rebound. The company has announced the start of a verification experiment at a major beverage and food business holding company for their new service "Discoveriez AI," which supports the reduction of workloads and business efficiency through utilizing generated ai (artificial intelligence) for customer support. They will conduct step-by-step verification experiments to improve the accuracy of summarizing responses during phone calls with customers, automate the classification of summary information, and enhance the ability to search for internal and external information, evaluating and validating the text generation ai along the way.

Amefuta Taiyo <5616>: 1675 yen (+300 yen)

Trading at the daily limit-up. They have announced the initiation of a new regional marriage support business. By establishing a marriage counseling agency "Chiho Kon!" and expanding the membership of local residents as an opportunity based on the approximately 8,300 nationally registered producers and their connections held by Amefuta Taiyo's direct delivery shopping service 'Pocket Marché', they aim to expand membership. Additionally, they will communicate the appeal of 'regional marriage' through web media and also target urban resident members. With the formation of the Ishiba Cabinet, buying interest continues as part of the local revitalization-related stocks.

Gellybins <3070>: 134 yen (+26 yen)

Marked increase. Metacity, a company located in Chiyoda-ku, Tokyo, engaged in the development of metaverse, gaming, software, and hardware, announced that it has signed a contract as the exclusive agent for Japan for the blockchain game 'LORD OF DRAGONS' provided by the company. The exclusive agency rights for the Japanese version will be granted for 5 years. In the future, they will actively expand the gaming business and promote related consulting services in anticipation of listing related tokens on cryptocurrency exchanges in Japan.