Several stock-specific developments were reported during the morning session, including a higher target price for ウエストＨＤ, an expansion outlook for grid-scale battery storage facilities, a deterioration in イリソ電子's current fiscal-year outlook and 辻本郷IT's acquisition of a subsidiary.
ウエストホールディングス maintained its investment rating from SMBC Nikko Securities while presenting an outlook for expansion in grid-scale battery storage facilities. Its target price changed from ¥2410 to ¥2900, and revenue from the battery storage business has continued to exceed expectations from the previous fiscal year onward, with plans for the future also announced. Reported figures include sales of ¥600 million for the fiscal year ending August 2026, ¥2.4 billion for the second quarter and ¥5.4 billion for the third quarter, with the company aiming to reach ¥18 billion for the fiscal year ending August 2026 through the contribution from the fourth quarter.
Meanwhile, イリソ電子工業 announced that it expects consolidated operating profit for the full fiscal year ending March 2027 to be ¥3.50 billion, down 35.6% year on year, and that its annual dividend forecast is undecided. Operating profit was ¥5.44 billion in the previous fiscal year, but profit declined slightly under the impact of soaring raw material costs. Although demand related to infotainment remains firm, the company expects a decline in profit despite cost reductions and reforms.
辻・本郷ITコンサルティング announced that it would make CS Accounting a subsidiary by acquiring all of its shares. The acquisition price was ¥4.009 billion, with the company seeking synergies by strengthening its customer base in the back-office BPO field.
Matsui Securities attracted buying after reports that it might be seeking to sell the company, with speculation about a possible going-private transaction driving the initial buying.
トライアルホールディングス received new Buy coverage from Nomura Securities, and attention focused on improved profitability from the integration of operations and procurement with Seiyu. It was noted that synergies with Seiyu may be approaching the point of full-scale realization.
ブルーメメ revised its operating profit forecast for the current fiscal year down to ¥30 million, a projected decline of 36.7% year on year. The figure is expected to fall below the company's ¥125 million plan. The company also announced corrections to inappropriate accounting treatment in prior fiscal years and identified deficiencies in its internal controls. As a measure to prevent recurrence, it plans to review its organisational structure.