Laser Tech<6920>: 36,690 yen (+2170 yen)
Significant rebound. In response to Scorpion Capital's negative report, uncertainty about future prospects increased, leading to tough declines in the previous days. The company had released a clear denial comment on the same report on the 5th, but the previous day, they also announced sales and order status for the ATCIS series. Both indicating that they significantly exceeded the previous year's performance at the end of the third quarter, and the report's points appear to be refuted.
Sawai Group HD<4887>: 5702 yen (-245 yen)
Struggling and falling heavily. They announced a midterm management plan until the end of March 27th, including sales targets of operating profit of 31 billion yen (the actual result for March 24th was 18.6 billion yen), GE shares of 20.5% (17.1% for the same period), GE sales volume of 19 billion tablets (15.7 billion tablets for the previous year), ROE of 10% or more (6.6% for the previous year). There are no significant surprises compared to the market's perspective. Also, the long-term vision has been revised based on factors such as withdrawing from US operations, and the sales target for the end of March 31st has been changed from the conventional 400 billion yen to 310 billion yen.
Migaro HD<5535>: 4405 yen (+555 yen)
Significant surge. Group company DXYZ announced the introduction of a facial recognition platform, "FreeiD," into an apartment building for rent called "Proud Flat Kiyosumi Street," developed by Nomura Real Estate, the day before, and its continued release is regarded as a buying factor.
Shionogi&Co.<4507>: 6220 yen (-1015 yen)
It fell sharply. Today's R&D briefing is being held, but the briefing materials were disclosed the day before. Phase 2 trial results for the S-309309 obesity drug, which has received attention, have been revealed. The criteria for determining the feasibility of single-agent development, the weight loss rate (group average) from the baseline, was said to not exceed 5%, and a new development strategy based on "unmet needs of existing treatment" is being considered, moving away from the single-agent development strategy. This is leading to a negative impact.
Ein HD<9627>: 5982 yen (+363 yen)
Significant rebound. They announced the financial results for the 24th fiscal year in April of this year. Operating profit was 20.4 billion yen, an increase of 27.7% compared to the previous year, and a landing that exceeded market expectations by about 2 billion yen. On the other hand, the outlook for the fiscal year ending in April 25th is 17.8 billion yen, a decrease of 12.9% from the previous year. The consensus is expected to be slightly below the downturn level. It is expected that the impact of factors such as the revision of the medical fee revision and the increase in labor costs due to salary increases will be considered. The declining guidance itself is expected to be a conservative premise, and there is a feeling that the market's attention is shifting from the landing with upper swings in the previous period.
Kakko<4166>: 857 yen Ca-
Indication of a limit-up buyout. Ion Next, which operates the online marketplace "Green Beans," announced that it had introduced the "O-PLUX" abnormal order detection service to enhance security against credit card misuse. It has been evaluated that "O-PLUX" can realize a more robust and secure EC site with a domestically localized unique fraud detection function and can achieve high-security measures while maintaining convenience for purchasers.
Ridge-eye<5572>: 2021 yen (+30 yen)
Surging. They announced the acquisition and subsidiaryization of the shares of Star Music Entertainment, which operates social media marketing and music businesses. By consolidating Star Music, they aim to deepen expertise in the fields of AI-driven production efficiency, marketing, advertising business, and music distribution, and to expand the business of both companies by utilizing AI solutions. Although the impact on this fiscal year's performance due to this share acquisition is minimal, it is planned to contribute to earnings from the first quarter of the fiscal year ending in July 2025.
Welby<4438>: 633 yen (+3 yen)
Continuing to rise. Mitsubishi Electric Employees' Health Insurance Association announced their participation in a virtual medical exam service called "Perihealth Check-up" by utilizing medical and health data from the Personal Health Record (PHR) solution to obtain test results (medical information) applicable to specific health checks from their family doctor. They aim to promote improving the poor attendance rate of specific health examinations and specific health guidance (metabolic health check) in corporate health management and data health promotion. According to them, there is also potential for introduction to local governments and mutual aid associations. It closed at a limit high the previous day, and the price is still increasing today.