Sandra Drug <9989>: 3,894 yen (+181 yen)

Significant rebound. The company announced its monthly trends for November the previous day, which seems to have contributed to buying materials. The group's total same-store sales increased by 2.6% compared to the same month last year, marking positive growth for two consecutive months. The drugstore business saw a 2.4% increase, turning positive for the first time in two months. It appears that seasonal products are driving this growth. Going forward, as last year's hurdles gradually decrease, further growth is expected.

Itokis <7972>: 1,624 yen (+123 yen)

Significant continued rise. SMBC Nikko Securities has initiated coverage with an investment rating of '1' and a target stock price of 2,300 yen. The overall industry's price increase is expected to be a catalyst, but it is predicted that the company will maintain the highest operating profit growth rate among the three office furniture companies. A unique factor for the company is the focus on developing new fields utilizing equipment and know-how, such as dispensing robots and nuclear shelter doors.

Japan Concept <9386>: 1,933 yen (+122 yen)

Significant continuous rise. It has been announced that the dividends for the fiscal year ending December 2024 will be raised from 30 yen to 40 yen, resulting in an annual dividend of 95 yen, an increase of 35 yen compared to the previous period. For the three years until December 2026, a dividend payout ratio of 35% was set as the standard, with an annual dividend of 60 yen as the lower limit; however, due to the solid growth of the company established last year, Niccon Overseas Gas Tank Chemical, and the expectation of stable performance in the future, it seems that they have decided to increase the dividends. The yield appeal is also rising in this situation.

Intermestic <262A>: 2,729 yen (+211 yen)

Significant continued rise. The company announced its monthly sales for November the previous day, which seems to have contributed to buying materials. Same-store sales increased by 17.1% compared to the same month last year, marking positive growth for 23 consecutive months, with double-digit growth for four consecutive months. The sustained effect of national promotions featuring professional volleyball players, and the strong sales trend of the special structure glasses "Galileo," which do not use any metal, are among the factors behind this growth. The renewal of the all-time high stock price has also raised expectations for supply and demand improvements.

Logisnext <7105>: 1435 yen Ka -

There is a buy order at the stop-high price. It has been reported that Mitsubishi Heavy Industries is proceeding with the process of selling its shareholding in the company. They seem to be taking steps to resolve the issues related to the parent-subsidiary dual listing and are aiming for further improvement in capital efficiency. Several investment funds have already expressed interest in the acquisition, and it appears that they are in the process of narrowing down the candidates for granting exclusive negotiation rights. As of the end of March 2024, the shareholding ratio is 64.59%, leading to expectations for a restructuring premium.

Bengoshicom <6027>: 2575 yen (-64 yen)

Fell back. After the trading session ended on the 5th, it was announced that Niigata City would start using the contract management platform "CloudSign" for electronic contract services. This marks the 6th implementation in a designated city. The share rate of CloudSign's implementation among municipalities nationwide is 70%, and it continues to promote nationwide electronic contracting as the number one electronic contract service in local governments. However, the response to the stock price has been limited.

WASH House <6537>: 387 yen (+52 yen)

A significant rebound. It was announced that a store with original washing machines and dryers developed in-house will open on December 26, 2024, which is viewed positively. The company group has been developing original washing machines and dryers necessary to realize their goal of providing free laundry since its founding, and the original washing machines and dryers have now been completed, allowing for the first container-type laundry store to open in Miyazaki Prefecture. Launching the new laundry machinery developed by the company into the market is expected to not only expand future business but also significantly change the industry's common practices.

Stem Inc <4599>: 329 yen (+3 yen)

Rebounded. A patent related to the peptide drug development candidate Ridacemide (a peptide drug created from HMGB1, development code: PJ1/S-005151) that has been licensed to Shionogi Pharmaceutical has been registered in Australia. This patent ensures that the company holds rights not only to Ridacemide but also to similar substances that may have regenerative induction effects or potentially possess them, thereby preventing the development of generics and imitations, securing the development advantage of regenerative drugs in the Australian market.