岡谷鋼機 revised its full-year forecast upward in the afternoon, while Chordia announced the selection of its project. COMTURE CORPORATION lowered its rating, アライドアーキテクツ entered into a collaboration with another company, and developments involving 東京応化工業 and NIPPON EXPRESS HOLDINGS were also reported.
岡谷鋼機 revised its consolidated operating profit forecast for the fiscal year ending February 2027 upward from ¥35.0 billion to ¥39.0 billion. First-half operating profit was ¥23.5 billion, up 10.2% year on year. Under its dividend policy, the interim dividend was changed from ¥43 to ¥45, while the year-end dividend was also raised to ¥45, bringing the expected annual dividend to ¥90.
Chordia Therapeutics announced that its research project for rogocekib, an investigational drug in development with the development code CTX-712, had been selected for a Japan Agency for Medical Research and Development (AMED) open-call project. The company is expected to accelerate global development with up to ¥1.5 billion in competitive funding.
COMTURE CORPORATION's rating at Daiwa Securities was changed from Outperform to Neutral, and its target price was changed from ¥1,920 to ¥1,330. It has been pointed out that the shift to the FDE model is expected to take time, potentially affecting the earnings outlook for the fiscal years ending March 2028 through March 2029.
アライドアーキテクツ has begun an initiative with Treasure Data that combines frontline data collected through Treasure AI Voice with analysis by Kaname.ax to support management decision-making.
東京応化工業's rating at Tokai Tokyo Intelligence Lab was changed from Neutral to Outperform, and substantial profit growth is forecast for the fiscal year ending December 2027. The factors cited include increased DRAM production capacity and higher demand for high-share products.
NIPPON EXPRESS HOLDINGS indicated that although MS MUFG raised its target price from ¥3,320 to ¥5,840, it was still too early to turn bullish. The view reflects the planned asset sales and the expected improvement in ROE.