＜2413＞ M3 1675 -85.5

A sharp decline. Today, growth stocks have an overall sales advantage, and small to medium growth stocks line up at the top of the decline rate. Sales also gathered at companies and the like, which are representative of growth stocks. The rise in long-term US interest rates was viewed as selling material, and 10-year bond yields broke through 4.20%, reaching a high level for the first time in about 3 months. President Gan Ltd of the US Dallas Fed has reiterated that he supports gradual interest rate cuts, and concerns about the widening budget deficit ahead of the presidential election also led to bond sales.　

＜9107＞ Kawasaki Ships 2174 +13

Continued growth. The three major shipping companies are all moving steadily on the positive side. Denmark's Maersk, a major shipping company, announced provisional financial results for the July-9 fiscal year, and the full-year outlook was revised upward, which seems to have led to buyer materials for shipping stocks. It seems that the full-year EBITDA forecast has been raised from the previous 9-11 billion dollars to 11-11.5 billion dollars against the backdrop of strong demand in the container market and the continuation of the Red Sea situation.

＜4343＞ ION FAN 2424 +199

Significant continued growth. Although no new materials have been observed in particular, it seems that short cover movements etc. are dominant as the movement to review financial results intensifies. In the first half of the financial results, profit below ordinary income declined drastically due to exchange loss records, etc., and although stock prices plummeted in the short term, operating income was above the consensus level due to stronger than expected domestic sales. The deterioration in earnings from the Chinese business is also expected, and it seems that expectations are growing for the effects of future economic stimulus measures.

＜6744＞ Nomi Disaster Prevention 2811 +64

Massive backlash. The Tokai Tokyo Intelligence Lab began coverage with an investment decision “outperform” and a target stock price of 3200 yen. In addition to the completion of many large-scale construction properties such as Shinagawa and Tokyo Station redevelopment, the Japan International Exposition in Osaka, and Kyushu-Nagasaki Stadium City, there are also equipment renewals, and it is evaluated that demand for disaster prevention systems is expected to increase. It also has strengths in tunnel disaster prevention systems such as expressways, etc., and it is expected that demand for renovation will increase due to aging tunnels in the future.

＜3635＞ Koei Tecmo 1541 -29

A sharp decline. Revised earnings forecasts for the first half of the year were announced. Operating profit was raised to 10 billion yen from the previous forecast of 8 billion yen. In addition to repeat sales of packaged games and revenue from smartphone games increasing more than expected, cost declines also progressed. However, the first quarter results were 5.72 billion yen. There were no surprises in the upward revised value from the comparison of the same 23.8% decrease, and it seems that the sense of exhaustion became dominant. Note that the full-year forecast remains unchanged from the previous plan.

＜7545＞ Nishimatsuya Che 2320 -101

The sharp decline continued. Monthly trends for October were announced the day before. Existing store sales fell 4.1% from the same month last year, turning negative for the first time in 4 months. The rate of decline in sales was at its highest level since entering the 25/2 fiscal year. While the customer unit price increased by 0.1%, the number of customers decreased by 4.1%. Although sales of childcare and fashion accessories remained strong, it seems that sales of fall clothing and winter clothing fell below the previous year due to many days when the temperature was high.

＜7417＞ Nanyo 1103 49

Massive backlash. An upward revision of earnings and dividend forecasts was announced the day before. Operating income for the first half of the year was raised from the previous forecast of 1.05 billion yen to 1.34 billion yen, and from 2.45 billion yen to 2.5 billion yen for the full year, respectively. The operating rate of machines has improved in the rental division of the construction machinery business, and the performance of manufacturing subsidiaries has been strong in the industrial equipment business. Also, along with the increase in dividend payout ratio, annual dividends have also been raised from the previous plan of 40 yen to 49 yen.

＜7116＞ Daiwa Communications 1294 +220

skyrocketing. It has been reported in part that the government has responded to successive robberies etc. in the metropolitan area and has begun adjustments in the direction of incorporating strengthened support for crime prevention measures into new economic measures. Subsidies at public expense for security camera installation costs are also expected to become a pillar. Expectations that directly benefit companies that sell and construct security and surveillance cameras and camera systems seem to be ahead of time.

＜7599＞ IDOM 1031 -252

Plummeting. Assuming that there is a suspicion that fraudulent claims for insurance claims have been made against non-life insurance companies, it is reported that it became known that the Financial Services Agency is visiting 2 companies, such as the company that develops the used car dealer Gulliver, to carry out inspections. In some reports, suspicions about inflating accident car repair costs from non-life insurance companies have surfaced in some cases, etc., and it is also reported that suspicions of violations under the Insurance Business Act, such as discounting vehicle sales prices in return for insurance contracts, have also surfaced.

＜3031＞ Raccoon HD 790 +74

rapid expansion. It has been announced that it will carry out repurchases of 1.1 million shares, which is 5.1% of the number of issued shares, and treasury shares with an upper limit of 1.1 billion yen. The acquisition period is from 10/22 to 25/4/30. The purpose is to obtain enhanced shareholder returns and improvements in capital efficiency. The company's share buybacks began when it acquired an upper limit of 0.7 million shares over 23/7. Expectations that a high level of share buybacks will lead to an immediate supporting factor in terms of supply and demand are ahead.