Sekisui Chemical <4204>: 2647.5 yen (+193.5 yen)
Significant continuous growth. It has been reported that approximately 310 billion yen will be invested in the mass production of the next generation solar cells "perovskite type", with a new factory to be built in Sakai City. Operations are planned to start by 2030, and the production capacity is expected to be about 1 million kW of electricity generation capacity per year. This is equivalent to the electricity generation capacity of one nuclear power plant. The government seems to be planning to subsidize about 160 billion yen, which accounts for 50% of the investment. Anticipation for future market expansion is high, making it a topic of considerable investment interest, leading to an atmosphere of optimism.
Towns <197A>: 579 yen (+40 yen)
Significant continuous growth. It has been announced that a basic agreement has been reached with Roche Diagnostics to aim for the conclusion of a basic trade contract that defines the fundamental trading conditions and rights and obligations between both companies for selling the company's products to Roche. The products for sale include ImmunoAce SARS-CoV-2 III standard: 10 tests and ImmunoAce SARS-CoV-2/Flu standard: 10 tests. Movements expecting an impact on performance due to the expansion of sales to Roche Group companies are advancing.
Aresti <5852>: 601 yen (+14 yen)
Significant continuous growth. It has been announced that a Shareholder benefit program will be instituted. Starting in 2025, shareholders owning more than 500 shares as of the end of March each year will be granted shareholder benefit points according to the number of shares held. These benefit points can be exchanged for over 4,000 products including food and beverages, electrical appliances, and experiential gifts on a special website exclusively for shareholders called "Aresti Premium Benefit Club". Shareholders with 500-799 shares are expected to receive points worth 3,000 yen.
J Front <3086>: 2150 yen (+156 yen)
Significant continuous growth. The third quarter financial results were announced the previous day. The operating profit for the September to November period is 11.8 billion yen, which is a 7.1% increase compared to the same period last year, landing above the market consensus of about 10 billion yen. The core business seems to be in line with expectations, but it appears that the strong performance of the non-sale developer business is contributing to this. Cumulative operating profit stands at 51.1 billion yen, which is a 66.7% increase, showing good progress against the annual plan of 52 billion yen, which is a 20.8% increase from the previous term. It has also been commented that the exempt sales are performing well.
Kyogoku Transport <9073>: 860 yen Buy -
Stop high buy indication. The company announced a change in the shareholder benefit system. Previously, a Quo card worth 1,000 yen was presented to shareholders holding more than 100 shares as of the end of September for over one year, but in the future, all shareholders holding more than 100 shares as of the end of March will receive an ENEOS prepaid card worth 4,000 yen. For shareholders who continuously hold for more than one year, it will be 5,000 yen. This expansion of benefits is aimed at enhancing the investment appeal to shareholders. The yield allure has significantly strengthened.
Regional Newspaper Company <2164>: 337 yen (+8 yen)
Continued rise. After the close of trading on the 23rd, an announcement was made regarding the signing of a business partnership agreement with Ekitan for building media specialized in Chiba Prefecture and jointly developing inbound services in the field of regional revitalization, which was well-received. As the first phase, a joint service package utilizing the company's services and Ekitan solutions is planned to be established and sold to regional companies through the company's sales network. Specifically, a campaign using X and Instant Win (a prize system where results are revealed instantly) is scheduled for next spring.
Orts <260A>: 586 yen (+20 yen)
Rebound. The company announced that it would acquire shares of Wasabi and Green & Digital Partners to make them subsidiaries. The strength of Wasabi is seen as a way to enhance business development and system development capabilities in the company's AI Solutions business, thus contributing to the enhancement of corporate value within the group. Green & Digital Partners was established by Takuya Kuriyama, the representative director of Wasabi, to separate the SES and DX consulting businesses, but due to the similarity in business content, it is stated that both will be made subsidiaries simultaneously.
Jelly Beans <3070>: 117 yen (0 yen)
After a morning high, the value disappeared. On the 25th, after the close of trading, an announcement was made regarding the signing of a basic agreement for business partnership concerning mutual sales cooperation and shareholder benefits with Four Seasons HD. In the future, Jelly Beans Group's products will be developed in Four Seasons HD stores. Since the customer targets of both companies match, the handling of the company's products in Four Seasons HD stores is considered to be a significant advantage. Additionally, the popular products of Four Seasons HD will be the first expansion of shareholder benefits due to this partnership.