Shimamura ＜8227＞: 7860 yen (+188 yen)

Massive backlash. Monthly trends for August were announced last weekend. Existing store sales increased 5.5% from the same month last year, showing positive growth for 10 consecutive months. In addition to the same 2.3% increase in the number of customers, the customer unit price also increased by 3.3%. High temperatures were also a tailwind, and it seems that sales of practical products such as outerwear, fashion accessories, and underwear increased. On a basis excluding the effects of the day of the week, the situation seems to expand further, with a 6.2% increase from the previous month's negative.

Three stars ＜5820＞: 1146 yen (+130 yen)

Significant continued growth. A sales/technical business alliance with China's Weiteng Electric has been announced, and the development is viewed as a purchasing material. A cooperation agreement for a strategic comprehensive business alliance was concluded with Weiteng Electric on 6/25, and it seems that an agreement on a partnership has now been reached. Weiteng Electric has strengths in the comprehensive photovoltaic power generation equipment business that the company aims to develop as one of its main businesses in the future, and will partner in sales fields such as market research, channel expansion, proxy sales, market development, etc., and technical fields such as high-quality cable processing.

Piara＜7044＞: 420 yen (+80 yen)

The stop is high. A business alliance with Clan Entertainment, an entertainment company specializing in influencers, starting with VTuber, has been announced. It seems that efforts aimed at expanding the VTuber and live commerce markets will be strengthened by building an environment where it is possible to tie up with about 2000 VTubers, including the company. Expectations are taking precedence as something leading to the company's V-tuber business expansion.

Mazda [7261]: 1777.5 yen (-55.5 yen)

A sharp decline. In response to the appreciation of the yen in the exchange market, the decline in automobile stocks such as the company is conspicuous today. At the Jackson Hole meeting last weekend, Federal Reserve Chairman Powell suggested interest rate cuts in September, and the decline in long-term US interest rates and the depreciation of the dollar and yen are progressing. The dollar/yen exchange rate has declined to 143 yen, and a significant appreciation of the yen has progressed by about 2 yen from last weekend. It is a development where people are aware of the downturn in the current fiscal year's earnings consensus due to the appreciation of the yen.

From Yamaha ＜7272＞: 1,221 yen (-63.5 yen)

A sharp decline. Stock sales of 37.91 million3300 shares and implementation of sales due to overallotment of 5.68 million6900 shares have been announced. The sellers will be Toyota Motor Corporation, Yamaha, and Mitsui Sumitomo Insurance. The sale price will be determined between 9/2 and 5. It seems to reflect the shareholders' intention to sell. Last week was the daily turnover level of 3-4 million shares, and the view that it will lead to short-term deterioration in supply and demand seems to prevail.

Headwater ＜4011＞: 10,690 yen (+380 yen)

backlash. After the transaction ended on the 23rd, it was announced that they would collaborate with Uchida Spectrum and jointly provide support services aimed at strengthening corporate competitiveness based on Microsoft's generated AI, and it is viewed as good news. Uchida Spectrum has the top domestic market share as a Microsoft license reseller. We pursue high synergy effects utilizing the assets, know-how, and human resources possessed by both companies, and support the use of generative AI by enterprise companies.

Kufu Company ＜4376＞: 277 yen (+39 yen)

rapid expansion. After the transaction ended on the 23rd, Kids Star, which is a consolidated subsidiary, announced that a new listing on the Tokyo Stock Exchange Growth Market has been approved, and it has been well received. The scheduled listing date is September 26th. The social experience application “Gokko Land” for children provided by Kids Star is an educational application that allows students to learn about the structure of society through experiential content from actual companies and brands. By going public, a further increase in social credibility and awareness will be realized, and it is expected that services will be expanded through the participation of new companies.

Collabus ＜3908＞: 321 yen (+9 yen)

Continued growth. It was announced that a stock buyback will be carried out after the transaction ends on the 23rd, and it is viewed as good news. The acquisition period is from 8/27 to 9/20, and it is said that the total number of shares to be acquired is 0.02 million shares (ratio 0.45% to the total number of issued shares (excluding treasury shares)) or 8 million yen of the total acquisition price of the shares. The reason for carrying out share buybacks is to make it possible to carry out flexible capital policies in response to changes in the business environment.