San-A Chemical＜4234＞: 559 yen (+55 yen)

Marked strong rise. Announced the implementation of repurchasing treasury stock through off-hour trading. Will be implementing 1 million shares, up to 0.54 billion yen, equivalent to 9.5% of issued shares, in today's off-hour trading. If the maximum number of shares of 1 million shares and the total acquisition amount of 0.6 billion yen are not met, a market purchase offer will be made until October 31, 2025 as the acquisition period. It is expected to have limited direct impact on supply and demand, but a positive response seems to prevail as it is expected to lead to an increase in the value per share.

Mitachi＜3321＞: 1,287 yen (+157 yen)

Significant rebound. Announced an upward revision of earnings forecast last weekend. The operating profit for the first half of the year has been revised upwards from the previous estimate of 0.6 billion yen to 0.9 billion yen, a 3.7% decrease from the same period last year. For the full year, it has been revised upwards from 1.8 billion yen to 1.9 billion yen, representing a 19.4% increase from the previous year. The background seems to be the transfer of business flows of automobile-related customers that started in the second quarter and the strong EMS orders related to consumer electronics. As the first quarter saw a significant decrease of 35.9% from the same period last year, the positive impact is strengthening.

Mitsui Chemicals＜4183＞: 3,708 yen (+126 yen)

Significant gains. It has announced the implementation of share buybacks last weekend. It aims to acquire up to 3.2 million shares, equivalent to 1.68% of the issued shares, with a cap of 10 billion yen. The acquisition period is from November 25th to February 28th, 25 years. Among them, it plans to conduct buyback commission at a maximum of 2.79 million 1700 shares in off-auction trading today. Progress in reducing policy-held shares is seen as a move towards improving capital efficiency. Furthermore, a management overview session is scheduled for the 26th.

Fuji Food＜2752＞: 1,190 yen (-142 yen)

Marked significant decline. Announced the implementation of a public offering of 5 million shares and a sale through an over-allotment with an upper limit of 0.75 million shares. The public offering price determination date is from December 2 to 5. The number of newly issued shares is at a level equivalent to 12.6% of the current issued shares, creating a situation where the dilution of the stock value is being frowned upon. It seems that the approximate net proceeds of around 7 billion yen will be allocated for new store opening funds and equipment investment funds.

Keisei <9009>: 4395 yen (+556 yen)

Significant rebound. It has been reported that a certain investment company related to the former Murakami Fund holds shares in both the company and Keikyu Electric Railway, two major private railway companies in the Kanto region. According to a market source, it is said that the ownership percentage of Keikyu is expected to exceed 5% shortly, and regarding the company, although currently less than 1%, it is considered possible to gradually increase the ownership to 10-20% in the future. The current situation is driven by short-term supply and demand speculations, leading to a bullish trend alongside Keikyu Electric Railway.

Lear <176A>: 2011 yen (+66 yen)

Significant continued rise. Today, the company announced the start of supplying "RE100 Menu" to office buildings managed by Sankei Real Estate Asset Management. By utilizing tracked FIT non-fossil fuel certificates, they will supply electricity that substantially meets the requirements of RE100. Through this initiative, they aim to reduce Scope2 and Scope3 (indirect greenhouse gas emissions in the supply chain) emissions of Sankei Real Estate Investment Trust and contribute to enhancing the value of the investment trust by strengthening ESG efforts.

AnyMind <5027>: 1157 yen (+19 yen)

Resistance. Today, the company announced the start of EC sales support for the South Korean cosmetics brand 'FORENCOS' in the Vietnamese market. FORENCOS is a South Korean beauty cosmetic brand founded in 1988, with 36 years of history. Since May of this year, they have been providing global EC solutions to FORENCOS, conducting comprehensive support activities such as sales promotion within domestic EC malls and influencer marketing. It seems that support will also be provided in the Vietnamese market this time. Vietnam has a large young population, increasing disposable income, and active consumer activities. There is a growing interest in beauty and personal care, leading to an increase in spending on cosmetics.

Body Note <4014>: 546 yen (+13 yen)

Significant continued rise. Today, the company announced a business alliance with Open House Group <3288>. As the user age group and the target customer base of Open House Group for households with children align, this business alliance seems to have been reached. Through this partnership, they will strengthen support for residence purchase tailored to households with children and promote decision-making related to housing. In its medium-term plan, Body Note aims to expand "LTV per customer" based on financial and housing-related businesses as a growth strategy, and is working on expanding its business and strengthening its product proposals.