In morning-session trading, ブレインズ plunged after indicating a deterioration in its outlook for the current fiscal year. Japan Petroleum Exploration moved on the valuation of its US asset acquisitions, while other reports covered FUNDINNO's loss-making results, モビルス's participation in a new platform, developments at ニーズウェル and インフォマート, and a higher target price for ENEOS.
ブレインテクノロジー lowered its previously announced full-year net profit forecast to ¥170 million, down 9.9% year on year, and plunged in morning trading. Net profit for the fiscal year ended July 2026 was ¥190 million, up 44.2% year on year, but the company said it would continue initiatives to strengthen its products and expand into AI and robotics during the current fiscal year.
Japan Petroleum Exploration announced the acquisition of the Tiger Gas and Fandelay assets in the United States, and SMBC Nikko Securities raised its target price from ¥1,800 to ¥1,900. Expectations for medium-term earnings growth are increasing, while short-term earnings risks also warrant attention amid uncertainty surrounding the Strait of Hormuz and persistently high LNG spot prices.
FUNDINNO disclosed that its operating result was a loss of ¥680 million for the cumulative third quarter. The result was affected by delays in adjusting unlisted share prices and stricter selection of projects using AI. The number of large-scale financing transactions fell substantially from the third quarter of the previous fiscal year.
モビルス announced its participation in FANCL's new platform, “FANCL COE LINK,” by providing AI-powered operational support. It is expected to provide call transcription, speaker identification using generative AI, and summarisation functions.
ENEOS, citing higher export margins and M&A, saw SMBC Nikko raise its target price from ¥1,350 to ¥1,500. While medium-term growth expectations, including acquisitions in North America, were indicated, a risk of lower earnings in the second quarter due to higher crude oil procurement costs was also noted.