I・PEX＜6640＞: ¥1999 Buy -

Buy orders at the daily limit. The family asset management company of the founding family has announced the implementation of an MBO. UDON, held by the family's asset management company, is conducting a TOB. The TOB price is ¥2950, representing an 84.5% premium over the previous day's closing price. The TOB period is from November 8th to December 19th. The company has expressed support for the TOB and encourages applications. Moves are aimed at completely matching the TOB price.

古河電工＜5801＞: ¥4661 Buy -

Buy orders. The company announced its second-quarter results the day before, with operating profit for July-September reaching ¥14 billion, a significant increase from ¥3.5 billion in the first quarter. The full-year forecast has been revised upwards from the previous ¥25 billion to ¥38 billion, an increase of 3.4 times from the previous year. Market consensus was at the company's planned level, and the unexpectedly large upward revision is having a strong impact. Auto parts, batteries, and functional components are showing upside surprises. In addition, the annual dividends have been raised from the previous plan of ¥60 to ¥90.

アンビス＜7071＞: ¥1674 Sell -

Sell orders. The company announced its financial results for the end of September 24th fiscal year. Operating profit reached ¥10.6 billion, a 23.0% increase from the previous year, aligning with the expected level of ¥10.5 billion. On the other hand, the forecast for the end of September 25th is ¥8.63 billion, a 18.7% decrease, leading to a negative impact. They are accelerating the expansion in a wide range of regions, with the associated cost burden expected to precede. Despite being a high-growth expectation stock, there seems to be growing disappointment due to the forecasted decrease in profit.

太陽誘電＜6976＞: ¥2368.5 (-¥412)

Sharp decline. The company announced its second-quarter results the day before, with an operating profit of ¥4.95 billion for July-September, an 81.8% increase from the same period last year, falling short of the market expectation of around ¥6.5 billion. Furthermore, the full-year forecast has been downwardly revised from the previous ¥20 billion to ¥7.6 billion, a 16.3% decrease from the previous year. Reflecting weak demand trends, it is assumed that the operating rate will decline from the third quarter onwards. The undershoot of actual results is considered within the expected range, but the second half is expected to decline to a level close to breakeven, leading to negative surprises ahead.

Rohm <6963>: 1604.5 yen (-115.5 yen)

Significant decline. The company announced second-quarter results the previous day, reporting an operating loss of 2.2 billion yen for the July-September period, below the market's expected profit of 2 billion yen. Although the actual results are within the expected range, the full-year forecast has been revised downward from the previous 14 billion yen profit to a 15 billion yen loss, leading to a negative impact. The business environment in markets such as automotive, industrial machinery, and consumer electronics is tough, and production adjustments are likely to continue in the second half.

Inforich <9338>: 4000 yen (+50 yen)

Rebound. They announced the launch of a new circular platform 'CheerSPOT,' connecting fans and artists as a new initiative following the efficiency enhancement of advertising distribution. This comprehensive service related to various forms of support ('Cheer') includes launching services such as 'MusicCharge' used up until now, stamp rallies utilizing signage, and providing ad space to audition winners. They have formed partnerships with multiple entertainment agencies and will start a service where individuals can send messages of support to artists officially recognized by their affiliated agencies.

Japan Information C <4054>: 1031 yen (+148 yen)

Temporarily hit the upper limit. The company announced first-quarter results for the fiscal year ending June 2025, with revenue of 1.41 billion yen (45.7% increase from the same period last year) and operating profit of 0.306 billion yen (315.9% increase), showing a strong performance. In the real estate DX market where the company group provides SaaS-type cloud services, there continues to be a chronic shortage of labor force, and the demand for IT facility investments aiming at productivity improvement remains high. They plan to continue selling the paid service 'Lear Pro' for brokerage solutions and expand the service of intermediation in areas where it is penetrating.

Flutta <2586>: 239 yen (-45 yen)

Significant drop. The Tokyo Stock Exchange has announced that it will increase the initial margin rate for margin trading of the company's stock by 50% or more (including over 20% in cash) from the 8th. As a result, the stock is being sold. Additionally, Japan Securities Financing has announced the implementation of increased collateral collection measures, setting the collateral rate at 50% (including 20% cash collateral) for self-trading positions in margin trading transactions, as well as for non-clearing participants' next-day margin trading self-trading positions.