W TOKYO Inc. <9159> - Continued limit-up bid with no trades executed. Following the announcement after market close on the previous Friday of a capital and business alliance with SBI Holdings, Inc. <8473>, the stock has rapidly gained popularity. With a market capitalization of around \6 billion, the micro-cap stock has a low free float ratio, and the overwhelming supply shortage meant no trades were executed during trading hours today. The alliance aims to leverage synergies for IP (intellectual property) value creation by combining the influence of Tokyo Girls Collection (TGC) with SBI's strengths in media-related businesses. SBI plans to acquire 60,000 shares, equivalent to 2.18% of issued shares, from certain existing shareholders. While W TOKYO's forecast for the fiscal year ending June 2026 shows significant profit growth, the P/E ratio of around 18x does not suggest valuation attractiveness. However, market observers noted that "considering the potential business expansion effects, discussing the current P/E ratio is largely meaningless. Rather, attention is focused on the upward revision potential of a market cap below \10 billion. Even if the stock doubles, a market cap under \20 billion would not be surprising at all," according to a mid-tier securities strategist.

DENSO CORPORATION <6902> - Rebounded. At around 11:30 a.m. today, the company announced it has formulated a medium-term management plan "CORE 2030" covering fiscal years 2026-2030. The announcement that the consolidated revenue target has been set at \8 trillion or more (compared to the forecast of \7.42 trillion for the fiscal year ending March 2026) appears to be driving buying interest. Over the five years through 2030, the company plans to invest \3.7 trillion in research and development, \2.2 trillion in capital expenditures, and \700 billion in value creation foundations such as IT, intellectual property, and human resources. Additionally, the company aims to allocate a total of \8 trillion or more for growth investments and shareholder returns.

Retty Inc. <7356> - Showed significant movement. The company operates a gourmet platform characterized by word-of-mouth reviews. Despite weak business performance and the stock being left languishing at low levels below \200, it has recently attracted buying from individual investors' short-term funds. After market close on the 30th, the company announced a revision to its fiscal year ending September 2026 earnings forecast, significantly raising its net profit projection from the previous forecast of \32 million to \124 million (compared to \11 million profit in the previous year). This is due to the booking of extraordinary gains from the partial sale of securities holdings. This development has triggered aggressive buying from investment funds anticipating upside potential.

Zojirushi Corporation <7965> - Surged with a gap up. After market close on the 30th, the company announced its consolidated financial results for the first quarter of the fiscal year ending November 2026 (November 21, 2025 to February 20, 2026). Revenue increased 4.7% year-on-year to \30.384 billion, operating profit rose 28.3% to \4.333 billion, and net profit increased 20.5% to \2.76 billion. The substantial profit growth, with operating profit progress at approximately 66% of the full-year plan, attracted revision-driven buying. Strong domestic sales and price pass-throughs to offset rising import costs due to the weaker yen contributed to boosting profitability.

YAMAZEN CORPORATION <8051> - Remained strong despite the risk-off market sentiment. The machinery trading company has a strong track record in handling machine tools and logistics equipment. Production materials, which account for over 60% of revenue, remain robust and are contributing to earnings growth. The company has been diligent in management efficiency improvements, with notable profit margin enhancements. Against this backdrop, after market close on the 30th, the company announced a revision to its fiscal year ending March 2026 earnings forecast. Operating profit was raised from the previous forecast of \10 billion to \11.5 billion (up 21% year-on-year), attracting buying interest. The stock also draws steady buying focused on valuation correction potential, given its attractive valuations with low P/E and P/B ratios, and a high dividend yield of around 3.7%.

SENSHUKAI CO.,LTD. <8165> - Rebounded sharply. After market close on the 30th, the company announced a revision to its consolidated earnings forecast for the fiscal year ending December 2026. Net profit forecast was raised from the previous estimate of \100 million to \1.35 billion (down 65.7% year-on-year), attracting favorable buying. As part of structural reforms in its mail-order business, the company will sell the land and building of the closed Chiba Call Center, booking a gain on sale of fixed assets of \1.25 billion. The property handover is scheduled for April 17.

*This information may contain unconfirmed details. Stock trading should be conducted at your own risk and based on your own judgment.

Source: MINKABU PRESS