Key morning developments included ミロク's recognition of gains on the sale of securities, ＪＩＮＳＨＤ's sales trends, ＡＤＲバイオ's joint research agreement, コニカミノルタ's AI inspection business, the downgrade of ワークマン's rating and the surge in 岡本硝子.
ミロク announced that it had completed the sale of 2 listed securities it held and would recognize ¥2,056 million in gains on the sale of investment securities as extraordinary income. The sale period was from 1 September to 5 October, against a backdrop of a review aimed at strengthening its financial position and improving asset efficiency. The gains have already been incorporated into the full-year forecast, which remains unchanged.
ジンズホールディングス announced that September domestic same-store eyewear shop sales rose 2.9% year on year on a preliminary basis, while total-store sales rose 10.0%. Although sales were affected by unsettled weather, the company said that higher average customer spending resulting from promotional activities and enhanced customer service contributed to the increase in same-store sales. The stock is facing selling pressure following its recent rise.
ADRバイオメディカルホールディングス announced that its consolidated subsidiary had entered into a joint research agreement with Nagoya University and would begin a study to analyze the mechanism of action of NeoCella on human endometrial cells. The research period runs from 25 September 2026 to 24 September 2027, and the study will evaluate changes in the expression of implantation-related genes and proteins.
Following a report in the morning edition of the Nihon Keizai Shimbun, コニカミノルタ was reported to have launched an inspection business for AI-linked apparel recycling. The business combines cameras that identify materials by wavelength with AI and is expected to reduce inspection staffing to one-tenth of the previous level, in response to tighter waste-material regulations in Europe.
ワークマン's rating was downgraded by Nomura Securities from Buy to Neutral. Although sales of its core products remained firm, MEDiHEAL sales were expected to have plateaued. Its target price was also significantly reduced.
岡本硝子 surged following news concerning a US candidate for the Nobel Prize in Physics. Reports that the company's glass is used in the IceCube project, which observes elementary-particle neutrinos in Antarctica, were viewed as a positive catalyst.