<2936> Base Food 477 -52

Sharp decline. Tokyo Stock Exchange is being sold off in response to the announcement that the collateral trading of the company's shares will have a new initial margin ratio of 70% or more (including 40% or more in cash) starting from the 31st. Additionally, Japan Securities Finance has announced the implementation of increased margin call measures, setting the collateral ratio for margin trades for each netting participant and non-clearing participant at 70% (including 40% in cash collateral) from the same day onwards.

<2586> Frutta 244 +33

Significant rise, hitting a year-to-date high. Following the end of trading on the 28th, the company announced strong sales of 'Açaí bowls at home', leading to a further significant increase. One of the company's longstanding products, 'Açaí bowls at home', saw a strong shipment volume in September 2024, up 1,323% from the previous year. Additionally, the year-on-year cumulative shipment volume until September achieved a 920% increase. The buybacks of short sells also seem to be fueling the rise.

<269A> Sapeet 3710 +700

Hitting the daily price limit, reaching a new year-to-date high. Newly listed on the 29th, set an opening price of 2285 yen, surpassing the IPO price of 1500 yen by 785 yen (52.3%), and the buying momentum has continued since then. The company replicates and supports expert knowledge in various fields with AI, further amplifying and expanding the value of core business through the development of the 'Expert AI' business. It seems to be popular in the AI-related field.

<4308> J Stream 366 +29

Sharp increase. After the closing of trading on the 30th, the performance for the second quarter of the fiscal year ending in March 25 was announced and well received. Revenue was 5.749 billion yen (an increase of 3.0% from the same period last year), operating profit was 0.412 billion yen (an increase of 40.1%), ordinary profit 0.432 billion yen (an increase of 39.9%), and net profit attributable to parent company shareholders was 0.249 billion yen (an increase of 64.3%), showing a significant increase. This was mainly attributed to the strong production of in-house high-content in the EVC field (pharmaceuticals), leading to a decrease in outsourcing costs. Additionally, cost reductions in business outsourcing fees were achieved following the completion of service development.

<4592> Sanbio 1010 +5

Rebound. After the close of trading on the 30th, the establishment of a patent in the usa related to the cell therapy using the major development product SB623 (generic name: Vantcell) for chronic phase cerebral infarction has been announced, and it is considered to be favorable news. With the acquisition of this patent, the application patent period for the chronic phase cerebral infarction treatment of SB623 in the largest market, the usa, has been significantly extended. They continue to actively explore expanding the indications for chronic phase cerebral infarction.

<4579> Rakoria Pharmaceutical 495 +16

Rebound. The company confirmed that it will receive a lump sum payment from Kyukou Seiyaku for a patch including a new sodium channel blocker (RQ-00350215). The company will grant Kyukou Seiyaku exclusive rights to develop, manufacture, and sell the compound worldwide, and will receive rights to milestones based on the development stages, sales royalties and sales milestones based on product revenue. This time, Kyukou Seiyaku achieved a development milestone, leading to the receipt of a 0.1 billion yen lump sum, to be recorded as business income in the fourth quarter of the fiscal year ending in December 24.