During the morning session on 16 September, developments in several stocks were reported, including a target price cut for GMO Payment Gateway and the opening of a flagship store by ゲオHD, as well as concerns about エスポア's deteriorating financial condition and moves in Shionogi Pharmaceutical, シイエヌエス and BUFFALO.
Regarding GMO Payment Gateway's first decline in three sessions, SMBC Nikko Securities cut its target price to ¥10,000, based on an expected growth trajectory from the next fiscal year onward. Its outlook reflected growth in online payment transaction volume and changes in the fee rate.
ゲオHD announced that it would open the brand specialty store "2nd STREET GINZA" in Ginza, and outlined a policy of developing large-format brand stores mainly in Tokyo, beginning with the opening of the flagship store.
エスポア received an investigation report from a third-party committee and is expected to have negative consolidated net assets for the fiscal year ending February 2026. The company said that some transactions were found not to exist, which is expected to affect whether the related revenue can be recognized.
Aeon Fantasy's August same-store domestic sales rose 7% year on year, before day-of-week adjustments, while domestic sales rose 14.1%, showing strong performance.