Digital Arts announced that it will provide technology for NEC's new security service. The report also covered share-price movements at Otsuka Holdings, Kyowa Kirin, Nihon M&A Center, Premier Group and Unicharm, as well as changes to target prices for major stocks.
Digital Arts announced that it will provide domestically developed technology based on its Z-FILTER network security product for NEC Cyber Secure Package, a new security service offered by NEC. Sales will begin in stages from the end of August 2026 through 3 companies in the NEC Group, with cumulative orders of approximately ¥8.8 billion targeted over 5 years.
SMBC Nikko Securities changed Otsuka Holdings' target price from ¥12,500 to ¥14,500. Attention is focused on the competition for share in IgA nephropathy and the Phase 3 results for its schizophrenia drug, while sales forecasts for the global product portfolio were raised.
SMBC Nikko Securities changed Kyowa Kirin's target price from ¥2,600 to ¥2,900. Expectations are building for Phase 2 results for tivozanib around September, with results for age-related macular degeneration and diabetic macular edema expected to be disclosed early.
Nihon M&A Center entered into a strategic business partnership with US-based Generational Group. The partnership is intended to strengthen the framework for providing M&A opportunities in the North American market and supporting the realization of growth strategies.
According to an assessment by Tokai Tokyo Intelligence Lab, Premier Group's automotive mobility services business grew in the first quarter. While its forecasts for operating revenue and profit before tax were left unchanged, the target price was raised to ¥4,300.
Unicharm's target price was changed from ¥1,090 to ¥1,080, reflecting the view that a recovery in the Chinese market will be pushed back until 2027 and beyond. The outlook also calls for attention to the domestic pricing environment and the impact of curbs on promotional spending.
Finally, movements in Digital Arts and related stocks drew attention in the morning-session comments, suggesting that individual stock movements may affect market sentiment.