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Yoshimura Food, Trefac, Furunō Electricity, ETC.
SHIFT stocks (3697) surged by 2,340 to 21,120. The company announced its first-quarter financial results the day before, reporting an operating profit of 3.52 billion yen, which is a 94.0% increase compared to the same period last year, marking a smooth Start against the set full-year plan of 13.5 billion yen. The operating rate has improved, and it seems the rise in engineer fees is due to the expansion of high-priced services. Additionally, a business partnership has been established with two US companies, EAI Technologies and SYSCOM GLOBAL SOLUTIONS.
The Nikkei average fell by 29 points, slightly declining for five consecutive days, as market participants remain cautious ahead of the U.S. December CPI announcement on the afternoon of the 15th.
On the 15th, the Nikkei Average fell slightly for the fifth consecutive day, closing at 38,444.58 yen, down 29.72 yen from the previous day. The TOPIX (Tokyo Stock Price Index) rebounded for the first time in five days, ending the session up 8.23 points at 2,690.81 points. In the morning, buying was encouraged by the rise in the SOX (Philadelphia Semiconductors Index) on the 14th. However, as it was difficult to find buying cues ahead of the U.S. December CPI (Consumer Price Index) announcement on the 15th, a wait-and-see attitude became more pronounced.
Stocks that moved or were traded in the first half of the session.
*TSIHD＜3608＞ announced a significant increase in Dividends due to special profit recognition and additional Share Buyback. *Jamco＜7408＞ aims for complete acquisition through a tender offer by U.S. Bain. *Furuno Electric＜6814＞ has revised its Financial Estimates and Dividends upwards. *Treasure Factory＜3093＞ expects to return to operating profit growth in the November period. *Open Group＜6572＞ announced the implementation of Share Buyback.
Hot Stocks Digest (Morning Session): Money Forward, Yoshimura Food, ABEJA ETC.
Tama Home <1419>: 3,100 yen (-335 yen) continues to fall significantly. The previous day, the company's mid-year financial results were announced, showing an operating loss of 2.28 billion yen, resulting in a deterioration of 5.29 billion yen compared to the same period last year. Additionally, the full-year financial estimates have been revised downward from the previous 13.7 billion yen to 4 billion yen, a 68.2% decrease compared to last year. In the housing business, it seems that the proportion of projects with prolonged construction preparation periods is increasing. Although it is projected to recover to 9 billion yen by May 2026, this fiscal year's significant.
Jamco aligns with the TOB price of 1,800 yen from the U.S. investment fund.
Jamco <7408.T>, a manufacturer of aircraft interior products, is experiencing a stop-high trading at 1,708 yen, which is an increase of 300 yen compared to the previous day. After the market closes on the 14th, it was announced that a fund affiliated with U.S. Bain Capital would conduct a tender offer (Buy Stocks). This has generated STAR for buying interest. Bain's BCJ-92, located in Chiyoda, Tokyo, will perform the tender offer for Jamco shares at 1,800 yen per share, which represents a 27.8% premium to the closing price of 1,408 yen on the 14th. The tender offer is set to begin around mid-February.
Jamco---Buy interest, with Bain in the U.S. conducting a tender offer aiming for complete subsidiary acquisition.
Jamco (7408) is showing a Buy indication. The American investment fund Bain Capital has announced its acquisition of the company. The total acquisition amount is expected to be around 100 billion yen. A tender offer (TOB) is set to begin in mid-February, with the TOB price at 1800 yen, representing a 27.8% premium over the previous day's closing price. The company recommends participation in the TOB and is aiming to narrow the gap towards the TOB price. After the TOB is completed, a squeeze-out will be carried out with plans to acquire all outstanding shares.