In afternoon trading, moves were reported including strong same-store sales at パルＧＨＤ, ムラキ's tender offer, 新都ＨＤ's start of recycled aluminum supply, 持田薬's launch of a clinical trial, defense spending-related developments at 豊和工, and フジッコ's upward revision to its first-half forecast.
パルグループホールディングス announced that September same-store sales at its domestic company-operated stores rose 1.2% year on year, while sales at all stores rose 4.4%, with its core young casual brands in the apparel segment continuing to drive performance. Although visitor numbers in the general merchandise segment declined due to weather-related factors and same-store sales fell below the previous year's level, sales showed signs of recovery following the launch of new products and the sellout of collaboration products, with made-to-order sales also offered.
ムラキ surged after イクヨ announced a tender offer at 1:45 p.m. that day. The offer price is ¥3,000 per share, and the planned number of shares to be purchased is 486,300. The policy is to maintain the listing rather than seek delisting.
新都ホールディングス surged in afternoon trading. The company announced that it had built a supply chain to begin domestic supply of recycled aluminum in cooperation with a Chinese integrated recycling company and a major Japanese trading company, and that the first shipment of recycled aluminum ingots had been imported into Japan and supplied.
持田製薬 rose for a third consecutive day. The company announced that it had begun a Phase 3 clinical trial in Japan of BON-001 for nausea and vomiting associated with pregnancy, in cooperation with Canada's Duchesnay. The multicenter randomized trial is intended to assess efficacy and safety.
豊和工業 hit the daily upper price limit. 日本経済新聞 reported that, under the government's policy of increasing defense spending, the government was considering expanding the categories counted as defense spending to include economic security and ODA, among others, prompting buying in related stocks.
フジッコ extended its gains in afternoon trading. The company raised first-half consolidated operating profit for the fiscal year ending March 2027 from the previous forecast of ¥600 million to ¥770 million. The revision reflects the effects of price revisions and contributions from improved productivity and cost management, while the full-year forecast was left unchanged.