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注目銘柄ダイジェスト(前場):オプティマス、キタック、エーアイなど

Featured Stock Digest (Previous Market): Optimus, Kitac, AI, etc.

Fisco Japan ·  May 27 10:44

Yusen <9101>: 5035 yen (+136 yen)

Significant continued growth. An interview with the president was reported over the weekend. By balancing stable growth and shareholder returns, it seems that they “want to welcome the announcement of financial results one year from now with PBR exceeding 1 times.” The shareholder return quota shown in the mid-term plan with the fiscal year ending 27/3 as the final year has now been raised, but the profit incorporated is up to the forecast for the current fiscal year, and when guessed from the growth curve, there is also a very high possibility that the remaining 2 years will rise. It is also said that if profits accumulate more than planned, they will actively return them.

Kitack <4707>: 448 yen (-66 yen)

A sharp decline. Financial results for the first half of the year were announced last weekend, and operating profit was 240 million yen, a significant increase of 81.6% (106 million yen) from the same period last year. However, since the first quarter was 120 million yen, 3.1 times the same (83 million yen increase), surprises seem limited. The fact that the full-year plan is 210 million yen, a 27.3% increase from the previous fiscal year remains unchanged, and since stock prices rose due to expectations over the past weekend, it seems that it has led to a sense of immediate exhaustion.

Optimus <9268>: 607 yen (-105 yen)

The sharp decline continued. A public offering of 10.434,800 shares and implementation of sales of 1,565,200 shares due to overallotment have been announced. The largest number of newly issued shares is at the level of 18.5% of the number of issued shares. Movements that view the dilution of stock prices negatively prevail. The public offering price will be determined between 6/3 and 5. There also seems to be a plan to mainly allocate the funds raised to part of the repayment of loans associated with the acquisition of Autopact shares.

TAKASHO <7590>: 500 yen (-63 yen)

A sharp decline. Financial results for the first quarter were announced last weekend, and operating profit and loss were in deficit of 130 million yen, and profit and loss deteriorated by 370 million yen compared to the same period last year. The size of the garden exterior market is shrinking due to a decrease in the number of housing starts, and poor sales of gardening supplies due to abnormal weather also seem to have an impact. Full-year operating income is 580 million yen, and the improvement plan of 690 million yen compared to the previous fiscal year remains unchanged, but the first quarter is viewed as a sluggish start up than expected.

V-Commerce <2491>: 1141 yen (+101 yen)

Massive backlash. An increase in dividend forecasts was announced last weekend. The year-end dividend for the first half of the year was raised from the previous plan of 22 yen to 25 yen, and the year-end dividend was raised from 20 yen to 29 yen. The annual dividend will be raised from 42 yen to 54 yen, and the dividend will completely increase by 1 yen compared to the previous fiscal year. The number of shares eligible for dividends has decreased due to treasury stock acquisitions, which seems to lead to an increase in dividends per share. Note that the dividend payout ratio target is 50% or more.

Qualypus <4894>: 3700 yen car -

Stop buying at a high price. Some media reported that “we will apply for manufacturing and sales approval from the Ministry of Health, Labor, and Welfare as early as June for myocardial sheets created from iPS cells,” and they are viewed as purchase materials. It is used to treat myocardial infarctions, angina pectoris, etc., and it is said that “development of pharmaceuticals derived from iPS cells is progressing around the world, but this is the first time an approval application has been applied.” Qualips said, “As explained at the financial results briefing on the 15th, the shortest application period is June. It says, “We will disclose it once we have officially applied for approval.”

Asterisk <6522>: 528 yen car -

Stop buying at a high price. It has been announced that the company's barcode reader “ASReader” has been introduced to the general discount store “Don Quijote” operated by Pan Pacific International Holdings <7532>. Also, it is said that ASReader was also introduced to Alpine <3028>, and an “RFID Reading Tub” with an RFID antenna built into a special housing that prevents radio waves from leaking out was introduced to RESTA (Osaka City) unmanned apparel shops, respectively.

AI <4388>: 966 yen (+105 yen)

Continued significant growth. It has been announced that voice creation software “A.I. VOICE Kakyo Yosari” and “A.I. VOICE 2 Kakyo Yosari” created based on the voice of the vTuber “Kakyo Yosari” will go on sale on 7/12. It is voice creation software based on the voice of a perky, innocent woman, and it is said that it is possible to read aloud in a voice that combines clarity and innocence just by inputting characters into the software, and create and save an audio file. Details will be introduced on the A.I. VOICE official live broadcast on 6/7.

The translation is provided by third-party software.


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