Kansai Electric Power Co., Ltd. <9503>: ¥1925.5 (-¥70)

Significant decline. It is approaching the delivery date of the public offering and secondary offering shares, leading to a visible deterioration in supply and demand. The number of public offering shares is 10,000,480,286,600 shares, the number of shares disposed through treasury stock sales is 45.7 million shares, and the shares sold through over-allotment are 290,977,900 shares. The public offering and offering price is 1,780.5 yen. Following the financial announcement, there was a temporary decline of 23.9%, and the closing price level from the previous day had dropped by 16.8% even before the announcement.

Nippon Entertainment Co., Ltd. <4829>: ¥132 (+¥27)

Significant rebound. It has been announced that the provision of traffic information services has started at the Tokyo headquarters of Toyota Motor Corporation. This service provides nationwide road information such as congestion, accidents, regulations, as well as related information like route searches and live camera footage. It boasts a wide range of users from general consumers requiring advance congestion predictions to media outlets, transportation companies, commercial facilities, and corporate customers. The service provision for Toyota is expected to increase its visibility further.

Ito En, Ltd. <2593>: ¥3517 (+¥217)

Sharp rise. The company announced its first-half earnings the previous day, with operating profit at 14.4 billion yen, a decrease of 15.6% compared to the same period last year, but the October-December period showed a 7.26 billion yen profit, an increase of 2.9%. Sales in August grew due to strong demand caused by the scorching heat, and there also seems to be a positive effect from the price revision of large PET bottles. Expectations are rising for a recovery in performance. Additionally, it has been announced that a portion of the share buyback (up to 1 million shares) announced on November 28 will be executed in today's off-hours trading.

Japan House Holdings Co., Ltd. <1873>: ¥344 (+¥9)

Marked increase. The company has announced a revision of its first-half performance forecast the previous day. The operating profit has been upwardly revised from the previous estimate of ¥1.18 billion to ¥1.86 billion, representing a 34.2% decrease from the same period last year. The progress rate towards the unchanged full-year plan of ¥2 billion has reached 93%. The situation suggests a potential upward revision of the full-year forecast at the time of the first-half earnings announcement. Despite falling short of revenue targets in housing and hotel operations, profitability seems to be on the rise due to depreciation and cost reduction effects.

Disco<6146>: ¥41,160 (+¥2,830)

Sharply higher. Today, the main semiconductor-related stocks are all rising. In the U.S. market, the SOX index rose by 2.6%, positively impacting domestic related stocks. Furthermore, the U.S. government announced strengthened export controls on semiconductors to China, adding 140 Chinese companies to the "Entity List" and effectively prohibiting exports of memory and semiconductor manufacturing equipment for AI to China, as well as to South Korea and Chinese Taipei. Japan and the Netherlands are not subject to the new regulations, leading to a sense of reassurance.

LivinT<4445>: ¥1,670 N/A -

Showing a limit-up buying trend. After the trading on the 2nd, the establishment of a shareholder benefit system was announced, which is considered a good material. The initial reference date is the end of March 25, with an annual gift of QUO card worth 15,000 yen (300,000 yen per year) to shareholders who hold 2 units (200 shares) or more listed or recorded on the shareholder registry as of the end of March and September each year. The aim is to continuously improve the liquidity of the company's stock and make it more attractive as an investment target for more people to recognize.

DataSec<3905>: ¥831 (+¥42)

Surged significantly. After the close of trading on the 2nd, it was announced that GIGA Computing, one of Taiwan's leading IT hardware manufacturers, has signed a basic agreement for business partnership. The aim is to utilize the technologies, products, resources, and networks of both companies to secure servers equipped with cutting-edge NVIDIA GPUs for AI server fields expected to expand demand in the future, as well as to collaborate on the operation of AI data centers.

Headwater<4011>: ¥12,870 (+¥360)

Significant continued growth. After the close of trading on the 2nd, the announcement of strengthening generative AI services for the automotive industry, starting with the in-vehicle edge AI agent, is viewed positively. The first measure of enhancement is the strengthening of the lineup of in-vehicle edge AI agents. The in-vehicle edge AI agent utilizes AI on edge devices installed in automobiles to process data and make decisions in real-time, executing specific tasks autonomously without human intervention, enabling further enhancement of self-driving technologies such as obstacle detection and collision avoidance.