TSUGAMI <6101>: 1461 yen (0 yen)

Stalemate. Last weekend, it announced an increase in the first-half performance and dividend financial estimates. Operating profit has been raised from the previous estimate of 8 billion yen to 9.9 billion yen, an increase of 66.6% from the same period last year, with unexpectedly solid orders being maintained. The mid-term dividend has also been raised from the previous plan of 24 yen to 27 yen. As for the full-year forecast and year-end dividends, they are scheduled to be announced in the future. Although the increase in dividends is positive, the impact of the performance exceeding the 1st quarter operating profit of 5.79 billion yen seems limited.

Rakuten Group <4755>: 961 yen (+39.6 yen)

Significant rebound. Rakuten Mobile announced that the number of contracts exceeded 8 million lines last weekend. This achievement was reached in about 4 and a half years since the official service launch. In addition, in the latest survey conducted by a third-party organization, it was announced that the usage of Rakuten Mobile's main MNO line has increased the most compared to other carriers. As of August 7, the number of contract lines was 7.7 million lines. A further improvement in the mobile business is expected.

31 Ice Cream <2268>: 4320 yen (-325 yen)

Substantial decline. Last weekend, it announced the financial results for the 3rd quarter, with cumulative operating profit at 2.69 billion yen, a 39.0% increase from the same period last year. The full-year forecast has been upwardly revised from the previous 1.93 billion yen to 2.2 billion yen, an increase of 13.9% from the previous year. Improvements and renovations in store operations, strengthening digital initiatives, collaboration projects, and enhancement of product lineups have led to sustained growth in the number of visitors. However, the performance exceeding expectations is seen as in line with expectations, and the margin of outperformance is somewhat limited, leading to a sense of exhaustion.

TradeWorks <3997>: 1333 yen (+83 yen)

Significant continued growth. Last weekend, it announced the introduction of a shareholder benefit program, which seems to be viewed as a buying incentive. Shareholders with 600 or more shares held as of the end of December each year are eligible. Points will be awarded based on the number of shares held, and shareholders will be able to select their preferred items from over 5000 products on the dedicated website "TradeWorks Premium Benefit Club". Shareholders with 600 shares will receive 3000 points, and those with over 1000 shares will receive 15000 points, etc.

Sanwa HD <5929>: 3771 yen (+153 yen)

Significant rebound. Last weekend, it announced an upward revision of the first half performance forecast. Operating profit is raised from the previous forecast of 26.5 billion yen to 32 billion yen, a 15.4% increase year-on-year. It is now expected to achieve a double-digit increase in profits. The Americas business and domestic business are performing well, and the impact of exchange rate volatility has also contributed positively. Following the 14.5% increase in the first quarter, the performance in the July-September period has also been smooth. The full-year performance forecast is currently under review, but there seems to be a predominant focus on an upward revision.

Netstars <5590>: 1162 yen (+15 yen)

Consolidation. It announced that the multicashless payment solution 'StarPay' has been adopted in the full cashless bus verification operation in Yokohama City. The verification operation of the full cashless bus, in which Yokohama City Transportation Bureau participates in the Ministry of Land, Infrastructure, Transport and Tourism's verification operation, is being conducted on two routes, Bayside Blue and the 109 express line, using 10 domestic and international QR code payment brands for fare collection verification experiments, which is only carried out on the Bayside Blue route. The trial operation is scheduled to take place from November 6, 24 to March 31, 25. However, the positive impact on the stock price is limited.

Global Sec <4417>: 5720 yen (+190 yen)

Rebound. The company announced the establishment of a shareholder benefit system, starting with shareholders who hold one unit (100 shares) or more of the company's shares recorded in the shareholder registry as of March 31, 2025. In the first year of implementation, only the number of shares held is required as a condition, and there is no requirement for continuous holding. In the future, shareholders who hold one unit (100 shares) or more of the company's shares recorded in the shareholder registry as of March 31 each year, and have held them for more than a year, will be eligible to receive a uniform QUO card worth 2,000 yen.

Ispace <9348>: 672 yen (+11 yen)

Extended gains. After the close of trading on the 18th, the company's U.S. subsidiary, ispace-U.S., announced the signing of a memorandum of understanding with the U.S.-based Astroport for lunar transportation of sensor equipment for future lunar regolith research, which is viewed as positive news. This memorandum of understanding is the first step in starting negotiations on a mission related to transporting and deploying Astroport's scientific equipment to the moon through ispace-U.S.'s current developed APEX1.0 lander (lunar lander) or future planned landers.