GMOコマース attracted buy orders in the morning session after announcing an upward revision to its full-year forecast and a subsidiary acquisition. Major stocks saw broader movement, including マイクロ波化学's partnership with 日清紡 on the design and manufacture of high-output magnetrons and the higher target price for Tokio Marine HD.
GMOコマース raised its full-year consolidated operating profit forecast from ¥660 million to ¥740 million and simultaneously announced that it would acquire all shares of GMO NIkkO and GMOインサイト for ¥3.6 billion, making them subsidiaries. The subsidiary acquisitions are scheduled for 1 October, with the aim of building an AI marketing platform. It also raised its year-end dividend forecast to ¥52.12.
マイクロ波化学 entered into a strategic partnership with 日清紡ホールディングス-affiliated 日清紡マイクロデバイス to increase magnetron output. The companies aim to combine their design capabilities and manufacturing technologies to achieve higher output and efficiency and reduce costs.
Tokio Marine HD's target price was raised from ¥6,900 to ¥8,000 in a forecast from Tokai Tokyo Intelligence Lab, with attention focused on whether the company will pursue a major M&A transaction.
Nishimatsuya Chain's September same-store sales rose 12.4% year on year, supported by higher customer numbers and average spend per customer and strong sales of autumn apparel. Oracle Japan reported first-quarter operating profit of ¥25.92 billion, up 22.7% year on year, reaching a record high on growth in cloud revenue.
大光 was reported to have swung to a consolidated operating loss in the first quarter of fiscal 2027, ending May 2027, due in part to lower earnings in its Amica business.