During the morning session on 9/15, TOブックス announced the establishment of a shareholder benefit program. It was reported that キオクシアHD is considering raising at least ¥1 trillion in connection with an ADR listing, while the other stocks were also covered in connection with earnings outlooks and investment recommendations.
In morning trading on 15 September, TOブックス announced the establishment of a shareholder benefit program. Eligible shareholders are those holding 100 or more shares whose holdings are listed or recorded in the shareholder registry, and QUO cards will be provided based on the number of shares held. The program will begin based on the shareholder registry as of the end of April 2027.
キオクシアHD was reportedly considering listing American depositary receipts (ADRs) in the United States and raising at least $10 billion. The company is in talks with major U.S. investment banks regarding the listing and financing, which is viewed as an effort to secure liquidity.
ノースサンド's target price at Daiwa Securities was raised to ¥3,200, and its earnings outlook was revised upward. Operating profit is expected to reach ¥9.3 billion in the fiscal year ending January 2027, ¥13.3 billion in the fiscal year ending January 2028 and ¥17.6 billion in the fiscal year ending January 2029, supported by strong hiring.
Against a backdrop of upside to growth in the WFE market and easing concerns over large-scale capital investment, Tokai Tokyo raised its target price for Tokyo Electron to ¥65,000 and maintained its Outperform rating. Guidance for the fiscal year ending March 2027 was revised upward.
Moi surged following the disclosure of investor Q&A materials. The company explained that the transition to web payments would reduce payment processing fees and that the higher proportion of membership revenue provided scope to maintain or improve the high level of its effective gross profit margin.
Sun Asterisk's first-half operating profit surged to ¥1.0 billion, 2.4 times the year-earlier level, driven by an increase in C&E orders. The full-year forecast was left unchanged at ¥1.71 billion.