The afternoon session comments reported on matters including Murata Manufacturing's lower target price, Panasonic Holdings' expanded production of aircraft equipment and Change Holdings' addition of a company to its group.
Morgan Stanley MUFG Securities is reported to have maintained its Overweight rating on Murata Manufacturing while lowering its target price from ¥12,500 to ¥11,000, forecasting increased sales of high-value-added MLCCs for AI and data center applications and earnings growth. There was also a view that the company could raise its full-year forecast when it reports its second-quarter results. The share price moved firmly in response.
The Nikkei reported that Panasonic Holdings plans to expand its production capacity for in-flight entertainment equipment sixfold, sending the stock sharply higher for a second consecutive session. The company will install a new production line at its facility in Kadoma, Osaka, and is expected eventually to launch products that can be retrofitted to aircraft.
Change Holdings announced that it had made アウターク, which provides AI-based systems development and business transformation support, a group company. アウターク is promoting the transfer of knowledge and AI-based automation at worksites in industries including manufacturing, and said the move would strengthen the group's ability to use AI.
Yokohama Rubber has begun joint development with US-based dotData. The companies will combine technical documents and expertise from manufacturing R&D with dotData's automated feature engineering technology to build a system in which AI agents present engineers with a basis for decision-making.
Horii Food Service has enhanced its shareholder benefit program. Benefits will increase for shareholders who have held the shares for at least 1 year, and a lottery for trips around Japan by cruise ship and other prizes will be held as a new special benefit.
Noritz announced that the sale of investment securities had been completed, with a gain on sale expected to be recorded. It sold 1 listed security held from August to September 2026, generating a gain on sale of ¥1.985 billion.