<2784> Alfreza 2222.5 +33

Significant continued rise. Announced a capital and business partnership with Inovacell. Inovacell is developing regenerative medicine products for fecal and urinary incontinence and is currently advancing the phase 3 clinical trial of the regenerative medicine product "ICEF15" targeting urgent fecal incontinence. The company will support the establishment of a distribution system in Japan after the launch of "ICEF15" through this contract. There are expectations that this will lead to the expansion of the regenerative medicine field. An investment of 1 billion yen was made, resulting in a shareholding ratio of 4.2%.

<3099> Mitsukoshi Isetan 2223.5 +56

Significant continued rise. Announced the monthly trends for November the previous day. The total revenue for the three stores during the period increased by 12% compared to the same month last year, showing stronger growth compared to the previous month's 6% increase and an 8% increase in early November. Domestic customer sales expanded from a 0.6% increase last month to an 8.6% increase, and the number of tax-exempt customers also grew from a 22% increase in early November to a 48% increase in the latter half. It seems there has been an increase in customers from countries other than China and South Korea. There is a prevailing positive sentiment regarding the sales expansion in the latter half.

<6594> Nidec corporation sponsored adr 2868 +119.5

Significant recovery. At USA based Super micro computer inc, regarding the allegations of accounting irregularities, the special committee announced that no evidence of wrongdoing was found as a result of an external review. It was also made clear that a new top financial executive would be appointed. Amidst strengthened buying confidence, the company's stock has surged more than 28% in the US market. The company provides water cooling modules for servers to Super Micro, which seems to contribute to the buying confidence.

<7581> Saizeriya 5600 +360

Significant recovery. Announced the monthly trends for November the previous day. Same-store sales increased by 21.3% compared to the same month last year, marking 23 consecutive months of double-digit growth. In October, the increase was 17.4%. The number of customers increased by 19.7%, and the average spending per customer also rose by 2.8%. As a result, the same-store sales growth rate for the first quarter increased by 21.7% year-on-year, with total revenue increasing by 20.5%. It seems that expectations of performance exceeding targets are starting to become prominent.

<9107> Kawasaki Shipbuilding 2109.5 +97.5

Significant continued rise. JP Morgan Securities has upgraded the investment rating from "neutral" to "overweight," and also raised the target stock price from 2100 yen to 2350 yen. Continuous shareholder returns have been positively evaluated, and it seems that the view is that the sense of undervaluation of the stock price has strengthened due to the upward revision of performance forecasts. The ordinary profit forecast for the fiscal year ending in March 2025 has been revised upward to 281.6 billion yen, which is expected to exceed the company's plan of 240 billion yen.

<9503> Kansai Electric Power 1934 -61.5

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.

<4829> Japan Enter 123 +18

Sudden rise. It was announced that toyota motor has started providing transportation information services at its headquarters in Tokyo. This service provides information related to national road conditions such as traffic jams, accidents, and regulations, as well as related information such as route searches and live camera footage. It seems that there is a wide range of utilization records from general consumers requiring advance traffic forecasts to corporate entities such as media departments, transportation companies, and commercial facilities. The provision of services to toyota motor is expected to further raise awareness.

<2593> Itoen 3524 +224

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.

＜1873＞ Japan House HD 351 +16

Significant further increase. They announced a revision of the first-half performance forecast on the previous day. The operating profit has been upwardly revised from the previous forecast of 1.18 billion yen to 1.86 billion yen, a 34.2% decrease from the same period last year. The progress rate towards the unchanged full-year plan of 2 billion yen has reached 93%. The situation where an upward revision of the full-year forecast is anticipated at the time of the first-half earnings announcement. Although sales in housing and hotel businesses fall short, profitability seems to be increasing due to reduced depreciation and cost-saving effects.

＜6146＞ Disco 43840 +2510

Significant continued rise. Today, the main semiconductor-related stocks showed a generally high trend. In the USA market, the SOX index rose by 2.6%, positively influencing domestic related stocks. Additionally, the US government announced the strengthening of semiconductor export regulations towards china, adding 140 Chinese companies to the 'Entity List' as well as effectively banning the export of AI-related memory and semiconductor manufacturing equipment to south korea and Taiwan, etc. Japan and the Netherlands, among others, have become exempt from the new regulations, which seems to have contributed to a sense of security.