share_log

注目銘柄ダイジェスト(前場):阿波製紙、タマホーム、クオリプスなど

Notable stock digest (front): Awa Paper, Tama Home, Qualips, etc.

Fisco Japan ·  May 30 10:46

First bread <2215>: 600 yen (+17 yen)

Massive backlash. The transfer of fixed assets has been announced. Real estate for rent in Matsudo City, Chiba Prefecture will be sold on 5/31, and transfer gain of 1,365 billion yen is expected to be recorded as special profit. The reason for the transfer is to make effective use of management resources and strengthen the financial position. It seems that the funds raised through the sale will be used for future capital investments and improvements in financial position. Net profit for the fiscal year ending 24/12 was revised upward from the previous forecast of 270 million yen to 1.6 billion yen along with transfer gains.

Awa Paper <3896>: 564 yen (+80 yen)

The stop is high. The formulation of a new medium-term management plan for fiscal year 24 and fiscal year 25 was announced the day before. The target is sales of 21.3 billion yen for the fiscal year ending 26/3 (forecast 17.6 billion yen for the fiscal year ending 25/3) and operating profit of 700 million yen (270 million yen). It seems that sales of water treatment-related materials, general industrial materials, etc. are expected to expand. It is a move to look positively at the high profit growth outlook for the next fiscal year. Furthermore, as a medium-term vision, we target operating income of 2.3 billion yen for the fiscal year ending 29/3.

Advantes <6857>: 5,353 yen (-312 yen)

A sharp decline. The main semiconductor-related stocks, which are at the top of the trading price, are generally being developed ahead of sale. The US stock market declined in response to a rise in long-term interest rates, and the SOX index also fell 1.8%, and the impact on domestic semiconductor-related matters spread. In response to the sluggish results of 7-year bond bidding and the Beige Book, US 10-year bond yields have risen to the 4.6% range, which seems to have led to sales materials centered on high-tech stocks.

Tama Home <1419>: 3955 yen (-565 yen)

The sharp decline continued. Today is the date when dividend rights for companies with financial results in May will expire. A year-end lump-sum dividend of 185 yen was planned for dividends for the fiscal year ending 24/5, and the dividend yield based on the previous day's closing price was at a high level of 4.1%. While there is a strong sense of caution against current business results from the situation up to the 3rd quarter, it seems that the movement of disposal sales due to loss of rights is intensifying. Also, at the end of May, shareholders holding 100 shares or more will also receive 500 yen worth of Quocards (1000 yen worth of holding for 3 years or more) as shareholder benefits.

Sigmaxis <6088>: 1409 yen (+67 yen) 1415 +73

Massive backlash. An upward revision of earnings and dividend forecasts was announced the day before. Operating income for the fiscal year ending 25/3 was raised from the previous forecast of 5.05 billion yen to 5.25 billion yen, up 24.1% from the previous fiscal year. In addition to the accumulation of orders received in the first quarter progressing smoothly, it seems that SG&A expenses are also expected to decrease due to changes in the directors' system. It received an upward correction at an early stage, and a further upward trend is expected in the future. The annual dividend was also raised from the previous plan of 32 yen to 34 yen, an increase of 7 yen compared to the previous fiscal year.

Sea Sails <3133>: 903 yen (+59 yen)

A significant increase of 3 days. It has been announced that collection of loan funds has been completed from Meta Energy (Chiyoda-ku, Tokyo), which operates the photovoltaic power generation business. The total repayment amount is approximately 176 million yen in principal and interest, and it is planned to be used to acquire fixed assets related to the Group's renewable energy business. Also, in addition to partially changing the articles of incorporation and adding consulting services, etc. related to the establishment and operation of medical institutions as new business purposes, the total number of shares that can be issued will be expanded from 60.555,600 shares to 20,03075,600 shares.

Qualypus (4894): 5800 yen (+580 yen)

The price has been high since listing. It has been announced that a doctor-led clinical trial for dilated heart disease, which Osaka University is proceeding with research and development as an addition to the efficacy of treatment using human iPS cell-derived cardiomyocyte sheets for ischemic heart disease, has begun, and Qualips has provided a cardiomyocyte sheet for the first case of transplantation. Research and development for dilated heart disease has been selected for the Reiwa 5 “Regenerative Medicine Practical Application Research Project” by the Japan Agency for Medical Research and Development (AMED).

Signia <6031>: 1,052 yen (+34 yen)

The price has been high since the beginning of the year. The year-end dividend forecast for the fiscal year ending 24/6 has been increased and revised from the previous 4.50 yen to 5.00 yen (5.00 yen for the previous fiscal year end results). Measures that take into account performance trends and the degree of fulfillment of internal reserves. Also, with 8/31 (effectively 8/30) as the reference date, it will be split at a ratio of 2 shares per share. The purpose is to reduce the amount of money per investment unit, improve stock liquidity, and expand the investor base. Since the effective date is 9/1, there is no impact on year-end dividends for the fiscal year ending 24/6.

The translation is provided by third-party software.


The above content is for informational or educational purposes only and does not constitute any investment advice related to Futu. Although we strive to ensure the truthfulness, accuracy, and originality of all such content, we cannot guarantee it.
    Write a comment