Nishimatsuya Che ＜7545＞: 2,252 yen (-56 yen)
A sharp decline. Monthly trends for May were announced the day before. Existing store sales increased 2.3% from the same month last year and grew positively for 2 consecutive months, and while the number of customers remained flat, customer unit prices rose 2.3%. There are many days with high temperatures in the first half of the period, and it seems that sales of summer clothing are growing. Also, it seems that sales of childcare and fashion accessories have also been strong. However, the rate of increase in sales shrank from the 7.8% increase in the previous month, and it seems that the high temperature effect in the first half was also factored in, and the feeling of exhaustion prevailed after one round of buying.
Sendai Chemical Construction ＜6366＞: 295 yen (-53 yen)
The sharp decline continued. It is reported that Zakuri HD, a major US plant company, has applied for the application of Chapter 11. It seems that the rising cost of the LNG plant “Golden Pass” in the southern US state of Texas, which handles design and construction with this company and the like, was a blow. At the same plant, Zakura is in charge of construction, and it seems that the company is mainly in charge of design and material procurement. Deterioration in the business environment, such as worsening inflation, has been recognized once again, and it seems that a sense of caution is spreading to the company as well.
East Electric ＜8035＞: 36080 yen (-550 yen)
decline. Starting with the company, semiconductor-related developments, such as Advantest and Renesas, have not even been relatively developed. The SOX index fell in the US market the day before, and negative effects spread. Also, today, NVIDIA is scheduled to announce financial results for the fiscal year ending 2-4 in the US. It is attracting attention in predicting the future of semiconductor-related stocks, but it seems that there are many views that hurdles to a positive response to financial results have increased due to stock price increases up to this point.
YE Digital ＜2354＞: 756 yen (+100 yen) 756 +100
The stop is high. It has been announced that a business partnership agreement will be signed with Toyota Loom. We will form business alliances in fields such as system development, service business, and sales support. Due to the strengthening of relationships between Toyota Loom, which provides hardware such as material handling equipment, and the company, which provides software such as warehouse automation systems, movements that expect high synergy are dominant. They are also discussing the possibility of proceeding with measures aimed at further strengthening relationships, such as establishing a new company.
XEBIO HD ＜8281＞: 1,052 yen (+102 yen)
A significant increase continued, with no change from the previous day in between. We announced the implementation of treasury stock acquisitions of 3 million shares, which is 6.79% of the number of issued shares, with an upper limit of 4 billion yen. The acquisition period is from 5/22 to 25/5/9. The purpose is to improve capital efficiency and expand shareholder returns in response to changes in the business environment. Expectations that a high level of share buybacks will underpin immediate supply and demand are ahead. The company cites implementing flexible share acquisitions and continuing long-term stable dividends as measures to strengthen shareholder returns aimed at improving ROE.
Oncolis ＜4588＞: 631 yen (+9 yen)
Significant rebound for the first time in 6 days. It has been announced that the Line-1 inhibitor “OBP-601 (TPN-101),” which our company has signed a worldwide license agreement with TransPoson, has been designated as a fast track against progressive supranuclear palsy (PSP) by the U.S. Food and Drug Administration (FDA). Cooperation with the FDA will be strengthened by designation, and there is a possibility that drug development will be accelerated. As a result of Phase 2 clinical trials against PSP, OBP-601 suppresses inflammation of cranial nerves as a LINE-1 inhibitor and suppresses nerve damage.
Brackets ＜4166＞: 839 yen (+37 yen)
Significant backlash. In order to strengthen fraud countermeasures in cross-border EC, it has been announced that the company's fraudulent order detection service “O-PLUX” has released a correction function for misrepresentation of address information in English notation. It is said that businesses that use O-PLUX etc. will be able to trade with peace of mind even when ordering from overseas. O-PLUX is a cloud service that prevents fraudulent damage such as credit card spoofed orders, fraudulent resale/malicious resale, and unpaid postpaid payments, etc., and automates examination operations.
Headwater ＜4011＞: 13,810 yen (+830 yen)
Significant backlash. It has been announced that an industrial edge generation AI solution “LLava Edge Vision” has been developed by utilizing the box PC “SIMATIC IPC BX-35A” of Siemens AG of Germany and the edge computing “NVIDIA Jetson Orin NX 16GB” of NVIDIA in the US. It is said that the same solution will be introduced in collaboration with Siemens and NVIDIA at the “8th AI/Artificial Intelligence EXPO Spring” with the cooperation of Ryoyo Electro (Chuo-ku, Tokyo), which is NVIDIA's primary domestic agent.