The afternoon session comments cover price movements in major stocks including TKP, フツパー, ナガワ, トランス・コスモス, 東京センチュリー and アイドマＨＤ. They report target price cuts by several companies, as well as the latest developments in new businesses and earnings.
The afternoon session comments featured a succession of specific news items involving changes in investment views, and the share prices of individual stocks appear likely to be affected in the next trading session. While SMBC Nikko Securities cut TKP’s target price, フツパー announced a substantial update to its local LLM “ラクラグ,” disclosing the schedule and launch date.
ナガワ reported first-half operating profit of ¥2.02 billion, up 10.5% year on year, and also announced a revision to its year-end dividend. トランス・コスモス lowered its target price to ¥4,100 while factoring in lower revenue from overseas projects, and attention is focused on future improvements in profitability.
東京センチュリー established the business foundation for the full-scale rollout of its aggregation business and announced that its registration as a retail electricity supplier had been completed in September 2026. アイドマＨＤ cut its target price to ¥720, citing its outlook that it will take time for the benefits of its structural reforms to emerge.
These developments may influence market responses to the companies’ growth strategies and profitability outlooks, and attention is focused on each company’s earnings trends and progress in implementing its business strategy.