[Example] September Shareholder Benefits: Retail Investor Pengu's Selected 5 Stocks | Recommendations for Shareholder Benefits | Manekuri Investment Information and Money Useful Media from Monex Securities

The popular blogger "Pengu" holds over 100 stocks, primarily focusing on food and daily necessities. It is said that they mainly invest in shareholder benefit stocks, small-cap growth stocks, and US stocks. Among the stocks that Pengu actually holds, they introduced their favorite shareholder benefits for the stocks whose vesting month is in September.

Popular blogger Pengu introduces shareholder benefits with photos of his "recommended" stocks.

The estimated purchase amount for shareholder benefits is calculated based on the minimum number of shares required to obtain the shareholder benefits for each stock and the closing price as of July 29, 2025 (various expenses such as fees and consumption tax are not included) | Stock | Asset Code | Stock Price (As of the closing price on July 29, 2025) | Trading unit (number of shares for benefits) | Minimum investment amount to obtain shareholder benefits | Overview of shareholder benefits at the minimum unit for obtaining shareholder benefits (excerpt) | | --- | --- | --- | --- | --- | --- | | Chubu Feed | (2053) | 1,688 yen | 500 shares | 844,000 yen | Self-produced fertilizer grown in Toyama Prefecture Koshihikari Equivalent to 1,000 yen, more than 500 shares Equivalent to 2,000 yen for more than 1,000 shares ※The above only includes the content for September, and in March, QUO cards will be distributed separately | | Kameda Seika | (2220) | 4,070 yen | 100 shares | 407,000 yen | Assorted products Equivalent to 1,000 yen, more than 100 shares Equivalent to 3,000 yen for 1,000 shares or more | | Asahimatsu Foods | (2911) | 2,241 yen | 100 shares | 224,100 yen | ・If you hold 2,000 shares or more for more than 3 years, you will receive products worth 3,000 yen each in September and March. ・The following is only for March Equivalent to 1,500 yen, more than 100 shares Equivalent to 3,000 yen for over 200 shares | | KIBUN FOODS | (2933) | 1,088 yen | 300 shares | 326,400 yen | ・Value of company product assortment worth 3,300 yen for over 300 shares ・Set of in-house products worth 5,500 yen or a set of in-house osechi products for 1,000 shares or more | | Nichiban | (4218) | 1,975 yen | 100 shares | 197,500 yen | A set of company products worth 3,500 yen (stationery, etc.) for 100 shares or more *Presented only to shareholders who have held for more than 6 months |

The estimated purchase amount for shareholder benefits is calculated based on the minimum number of shares required to obtain shareholder benefits for each stock, as of the closing price on July 29, 2025 (various expenses such as fees and consumption tax are not included). ## We will introduce our impressions and recommended points of the shareholder benefits actually received.

Ticker 1: Chubu Feed (2053)

■Overview of Shareholder Benefits (Excerpt): Rice (September) / QUO Card (March)

■Pengu's Recommended Points: Delicious new rice arrives, and it is a highly praised benefit by the family. Recently, the price of rice has also been rising, which is helping the household budget.

■Holdings period and future holdings plan: I have held for about 2 years. I plan to continue holding as long as it does not become too overpriced.

■vesting month: September・March

■Timing for receiving benefits: The benefit notice for the September vesting month will arrive around mid-November, and the shareholder notice for March will arrive around early July.

Ticker 2: Kameda Seika (2911)

■Overview of Shareholder Benefits (Excerpt): Assortment of Company Products

■Pengu's Recommended Points: It’s a very enjoyable benefit every year, with popular items like Happy Turn and Kaki no Tane arriving. There are also many varieties of snacks included, allowing you to encounter new flavors that are different from the usual ones.

■Holdings period and future holdings plan: I have been holding for about 5 years. Currently, I am considering permanent holdings.

■vesting month: September

■Time when the benefits arrive: Shareholder benefits will arrive around early December.

Stock 3: Asahimatsu Foods (2911)

■Overview of Shareholder Benefits (Excerpt): Assortment of Company Products

■Pengu's recommended points: Foods that are helpful when you want another dish on the table, such as high-protein tofu and miso soup, will arrive. There are many products that are gentle on the body, making this a recommended benefit for those who are concerned about their family's health.

■Holdings period and future holdings plan: I have been holding for about 1 year. I plan to continue holding as long as it does not become too overpriced.

■vesting month: September・March

■Timing of Benefits: Shareholder benefits for the rights confirmation month in September will arrive around mid-December, while those for March will arrive around mid-June.

Token 4: Kewpie Corporation (2933)

■Overview of Shareholder Benefits (Excerpt): Assortment of Company Products

■Pengu's recommended points: You will receive various retort packs, starting with oden from all over the country. The flavor of the broth and the ingredients of oden differ by region, making it great for comparison tasting. It’s a perfect benefit for autumn and winter, as you can enjoy authentic oden simply by heating it in boiling water during the cold season.

■Holdings period and future holdings plan: I have been holding for about 4 years. I plan to continue holding as long as it doesn't become too overpriced.

■vesting month: September

■Timing of benefits: Shareholder benefits will arrive around mid-November.

Ticker 5: Nichiban (4218)

■Overview of Shareholder Benefits (Excerpt): Assortment of Company Products

■Recommended points from Pengu: You can receive essential household items such as the gentle protective band-aid "Careleave" and tape. In our home, the children often get scrapes, so "Careleave" is a big help.

■Holdings period and future holdings plan: I have been holding for about 2 years. I plan to continue holding as long as it doesn't become too overpriced.

■vesting month: September

■Time of benefit arrival: Shareholder benefits will arrive around mid-November.

• The shareholder benefits may be discontinued or changed at the discretion of each company. Please be sure to check the details on the respective company's website.

※ The last trading day with rights varies depending on the vesting date.

*This content is based on personal experiences and does not express the opinions of our company.

*Please make your final investment decisions based on your own judgment and responsibility.