In the Tokyo market, buying interest is expected to increase, led by stocks whose first-half results for the fiscal year ending February 2027 exceeded their previous forecasts, as well as HULIC's announcement of a ¥295-per-share TOB for リソー教育G.
Against the backdrop of the previous day's decline in US stocks, the TOB for リソー教育G is drawing attention in today's Japanese market, with the performance of related stocks in focus. HULIC announced that it would purchase shares through the TOB at ¥295 per share. This is expected to prompt stock picking, including in リソー教育G.
Besides リソー教育G, ドトール日レスHD reported first-half results for FY2027 that exceeded its previous forecast and announced a dividend increase and a share buyback capped at 2.14%. カーブスHD announced a forecast for higher operating profit and a dividend increase for the fiscal year ending August 2027. コーナン商事 raised its first-half earnings forecast and announced a share buyback capped at 1.51%.
カナデン and イチネンHD also raised their first-half earnings forecasts for the fiscal year ending February 2027. MonotaRO reported higher September sales year on year, while ビーウィズ reported a sharp increase in first-quarter profit. On the TSE Standard market, 東武住販 announced a TOB by カチタス, while on the TSE Growth market, オプロ was reported to be planning an upward revision to its earnings forecast and a share buyback.
By contrast, dips are expected in ディップ, 大黒天物産, インターアクション, タマホーム, アークス and 大和. In the first releases, upcoming earnings announcements and share buyback developments will remain the market's focus.