The afternoon comments reported Nexera Pharma’s lower target price, Fuyo Lease’s BPO partnership, the possibility of an information leak at H2O Retailing following unauthorised access, Idemitsu Kosan’s launch of a study group, Sakura Internet’s suspension of new applications, and Toho’s confidence in a new Godzilla film.
At 13:26, Nexera Pharma was reported to have had Mizuho Securities’ target price changed from ¥4,500 to ¥3,000. The outlook indicated that operating profitability would continue, with an upfront payment from a new partnership for an EP4 agonist included in the forecast, while cost management would be advanced through a restructuring of the R&D strategy.
At 13:31, Fuyo General Lease rose for the third consecutive day. It was reported to have entered into a comprehensive business partnership agreement in the BPO field with TO: TOKIUM and 3 companies, and to be pursuing the joint development of next-generation solutions by introducing an AI agent platform into the group’s BPO business.
At 13:43, H2O Retailing was range-bound. Unauthorised third-party access occurred on multiple websites operated by Hankyu Hanshin Department Stores, and some of the personal information in approximately 1.26 million H2O ID member records may have been leaked. The information included names, addresses and email addresses, while the company said it did not hold full credit card numbers or security codes.
At 13:46, Idemitsu Kosan rebounded after 3 sessions. It announced the launch of a study group with BS Summit Business Cooperative to address issues facing the automotive maintenance industry and consider opportunities for collaboration. The company intends to continue initiatives to maintain and strengthen maintenance functions in local communities.
At 14:05, Sakura Internet fell back. It announced that it would suspend acceptance of new applications for services including “Sakura VPS” from the 16th and would address the CVE-2026-99999 vulnerability. The resumption date has not been determined. Toho also surged, with confidence in the release of Godzilla 0.0 and its lineup for the next fiscal year viewed positively, and the contents of its earnings briefing reportedly treated as a catalyst.
As related news for the day, coverage from Traders Web was listed alongside the report, with developments involving multiple stocks reported during the same day.