Several stocks moved during the morning session. かどや製油 rebounded following reports of an acquisition proposal, while フジオーゼックス, 日本車輌製造 and PCIソリューションズ announced upward revisions and changes to their outlooks. JPMC announced the cancellation of treasury shares, while オータケ indicated that it would maintain its current-year outlook.
かどや製油 rebounded for the first time in 3 sessions after the electronic edition of The Nikkei reported that Advantage Partners, a major domestic fund, had made an acquisition proposal. The TOB offer price is ¥2,514, but the price could be increased to ¥2,760 subject to an agreement with major shareholders, according to the report.
フジオーゼックス fell sharply for the first time in 4 sessions. On the 27th, it raised its full-year operating profit forecast announced on the 27th from ¥2.60 billion to ¥2.92 billion, increased its interim dividend from ¥24 to ¥30, and revised its full-year dividend forecast from ¥54 to ¥60. First-half profit increased year on year, supported by lower costs and the impact of wage increases, although some market participants saw the announcements as having exhausted the available catalysts.
日本車輌製造 fell for the first time in 3 sessions. On the 27th, it raised its consolidated operating profit forecast for the fiscal year ending March 2027 from ¥8.80 billion to ¥12.70 billion. All businesses performed steadily, with no impact on production processes. The increase was supported by higher sales, the maintenance of high profit margins, and initiatives to improve quality, reduce costs and increase operating efficiency.
JPMC announced the cancellation of treasury shares, planning to cancel 992,448 shares on 30 December 2026. The shares will represent 5.60% of the total number of issued shares after the cancellation. A share consolidation is conditional on 4 January 2027 being set as its effective date.