Nishimatsuya Stock <7545>: ¥2350 (-¥71)
Continued decline. The monthly trends for October were announced the previous day. Same-store sales decreased by 4.1% year-on-year, turning negative for the first time in 4 months. The decline rate is at its highest level since the 25-year February period. While the average customer price increased by 0.1%, the number of customers decreased by 4.1% year-on-year. Sales of childcare and clothing accessories have been strong, but due to many warm days, sales of autumn and winter clothing seem to have fallen below the previous year.
Nanyo <7417>: ¥1112 (+¥58)
Sharp rebound. The upward revision of performance and dividend forecasts was announced the previous day. First-half operating profit is expected to increase from the previous estimate of 1.05 billion yen to 1.34 billion yen, up by 11.7% year-on-year. For the full year, it has been raised from 2.45 billion yen to 2.5 billion yen, a 10.2% decrease from the previous year. The operating rate of machinery in the rental division of the construction machinery business has improved, and the performance of a manufacturing subsidiary in the industrial equipment business seems to be progressing well. Also, with the increase in dividend payout ratio, the annual dividend is raised from the original plan of ¥40 to ¥49.
Daiwa Communications <7116>: ¥1272 (+¥198)
Significant continued rise. The government is reportedly considering incorporating strengthened anti-crime support into new economic measures in response to a series of robberies in the Tokyo metropolitan area. It is said that financial assistance for the installation of security cameras will be a pillar. Expectations are already being placed on companies such as the one that sells and installs security surveillance cameras and camera systems to directly benefit from this.
IDOM <7599>: ¥1028 (-¥255)
Substantial decline. It has been reported that the Financial Services Agency is conducting on-site inspections at the company that operates the Galilei used car dealership, among others, due to suspicions of fraudulent claims for insurance money against non-life insurance companies. Some reports suggest that there are suspicions of padding repair costs for accident vehicles and violations of insurance business laws such as discounting vehicle sales prices in return for insurance contracts.
Raccoon HD <3031>: 782 yen (+66 yen)
Significant rebound. The company has announced the implementation of stock buybacks totaling 1.1 million shares, representing 5.1% of the issued shares, with an upper limit of 1.1 billion yen. The buyback period is from October 22nd to April 30th of the 25th year, aimed at enhancing shareholder returns and capital efficiency. This will be the company's first share buyback since acquiring up to 0.7 million shares until July 23. Expectations are for the high-level share buyback to provide support in the near-term supply and demand dynamics.
ROXX <241A>: 1262 yen (-53 yen)
Decline continued. It has been announced that after the end of trading on the 21st, AG Capital, a group company of Aiful, has entered into a capital business alliance. In order to promote the income improvement and soundness of the balance of Aiful applicants, they will conduct a joint effort to expand the target range and strengthen business synergy, by formalizing the referral coordination that has been conducted experimentally so far, between various financial businesses of the Aiful Group and the job change platform 'Z Career' for non-desk workers.
THECOO <4255>: 556 yen Ca -
The buy order is at the daily limit up price. After the close of trading on the 21st, the announcement of the establishment of a shareholder benefit system was made, and the favorable buying inflow is occurring. Shareholders who hold one unit (100 shares) or more of the company's shares recorded on the shareholder register on December 31st each year will be eligible to receive 100 points (worth 3,200 yen) that can be used in the company's service 'Fanicon' and services provided by the company via OEM. There is no specified holding period for the shares.
Dream Vision <3185>: 162 yen (+40 yen)
Surge. PDD Holdings has announced a collaboration with the online shopping mall 'Temu'. With a view to further expanding sales channels overseas, strengthening marketing efforts, brand protection, etc., it aims to widely expand in North America, Europe, Asia, etc., building a strong network with 'Temu' which has a overwhelming number of users. Starting with a dedicated site for Japan that 'Temu' will expand, it will focus on selling the company's main brand 'DearMyLove'. Dream Vision will be the first domestic clothing brand to open a store on the dedicated site for 'Temu' in Japan.