Morning-session comments No. 9 covered moves in several stocks, including Capcom's higher target price, TechMatrix's launch of sales related to generative AI, and developments at Sojitz and Cross Marketing.
Daiwa Securities reportedly raised its target price for Capcom from ¥4,500 to ¥4,750, citing the value of its major intellectual properties. The report highlights the strong performance of the company's Resident Evil IP, the release of high-quality new titles and expectations for earnings growth from expanding IP development. TechMatrix reportedly entered into a strategic partnership with Elyza and began selling the generative-AI quality-assessment tool GENFLUX Evaluation.
For Sojitz, Iwai Cosmo Securities initiated a Buy recommendation and assessed the company as highly likely to achieve its FY2027/3 company plan. Energy-saving solutions, data-center demand and expansion in public-private partnership projects in Australian infrastructure development were cited as growth drivers, with expectations that the company will achieve its medium-term plan target of ¥130 billion in net income. Cross Marketing was also reported to have begun offering Light Depth Context, bringing interactive surveys with individual respondents to the market in a new format.
Tokyo Gas reportedly joined consideration of an LNG infrastructure business in Indonesia. The plan calls for developing LNG-related facilities jointly with local companies and expanding the supply network to island regions. The initiative is intended to reduce CO2 emissions and reliance on imported fuels.
Finatext reportedly began offering the AI agent DataLens Store Development to Koméhyō for store development. The initiative aims to build a foundation for data-driven store development and objective decisions on new openings. Its impact on the share price is reportedly expected to be limited.