The morning-session comments covered developments in several stocks, including セキチュー's upward revision to its full-year forecast, movements involving インフォマート's shareholding, and the rating upgrade for ＩＮＴＬＯＯＰ. リプロセル announced a basic agreement on domestic distribution and the launch of a wellness-aging business.
セキチュー raised its full-year forecast for the fiscal year ending February 2027, announced on the 29th, from the previous ¥500 million to ¥600 million. The company took into account first-half results that exceeded expectations and its investment plan for the second half. First-half operating profit was ¥640 million, up 21.7% year on year. Strong sales of DIY products, higher rental income and cost reductions contributed to the result.
フィードフォースグループ reported net profit of ¥320 million for the first quarter of the fiscal year ending May 2027 (June–August), down 5.8% year on year, with the impact of corporate taxes resulting in a decline in final profit. Demand for its SaaS business remained firm, while customer acquisition and expansion of its new-customer base progressed.
ＩＮＴＬＯＯＰ was described as having staged a sharp rebound, while Tokai Tokyo Intelligence Lab judged that a recovery in the fiscal year ending July 2027 was likely to be near the lower end of the company's forecast. The rating was raised from Neutral to Outperform, and the target price was also increased substantially.
インフォマート rose for a third straight session after Oasis Management increased its holdings, raising its ownership stake from 20.13% to 21.36%.
リプロセル announced that it had entered into a basic agreement with Toho Holdings on the domestic distribution of Stemchymal. The parties will continue discussions aimed at introducing the product to the domestic market and ensuring a stable supply, and the impact on results for the current fiscal year is expected to be limited. The company also announced the development of a wellness-aging business and began sales of its first product, a gut-health aging product called グルたまエイジング.