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新興市場銘柄ダイジェスト:ジャパンM&Aは年初来安値更新、リベロが大幅反発

Emerging markets stock digest: Japan M&A hit new lows for the year, while libero rebounds significantly.

Fisco Japan ·  Jun 13 15:23

<3690> Ilguruumu 610 -8

Downward trend. EC Cube, a subsidiary that offers open-source e-commerce building tool 'EC-CUBE', announced that it has been certified as a 'Certified Solution Partner’ under the ‘Amazon Pay’ official certification program, which allows customers to pay with their Amazon account. This news has been viewed as a positive development, and the share price has soared. In the future, EC-CUBE plans to work towards enhancing the functionality of the Amazon Pay plugin for EC-CUBE, further improving security, providing information to users, and revitalizing the entire e-commerce market.

<9250> GRCS 1740 -6

Deadlock. Broad Corporation has begun handling the AI-driven CTEM support solution "RidgeBot" offered by USA's Ridge Security as its general sales agent. "RidgeBot" is a CTEM (Continuous Threat Exposure Management) support solution that automatically automates the process of detecting attack target areas and conducting penetration tests using AI, and continuously performs security evaluations. Its purpose is to protect important assets through security tests at the hacker level, and to automate and sustain activities from asset detection to risk reporting that need to be managed.

<9245> Libero 1597 +137

Significant rebound. After the end of trading on the 12th, the monthly revenue and main indicators for May were announced and well-received. Revenue increased from the same month last year, with a growth rate of 28.9% to 314 million yen, surpassing April's 3.0% growth rate. The number of transferable loans, a major KPI (key performance indicator), increased significantly by 3.4 times to 1231 units.

<9236> Japan M&A 1648 -223

The lowest price of the year has been updated. In the second quarter of the fiscal year ending October 2024, the cumulative revenue was 306 million yen and the operating profit was 14 million yen. As the quarterly financial statements were not prepared for the same period of the previous year, there was no description of the increase or decrease rate, but it is said that sales decreased by 2.1% and operating profit decreased significantly by 75.4% compared to the same period of the previous year according to the earnings presentation material, which caused concern. However, M&A needs of small and medium-sized enterprises are steadily increasing, and the 24 fiscal year ending October performance forecast has been maintained with double-digit increase in revenue and profit, with revenue up 21.3% and operating profit up 39.1% compared to the previous year.

<9163> Narel Group 2856 +129

Rapid increase. The cumulative sales revenue in the second quarter of the fiscal year ending October 2024 was 102.02 billion yen, an increase of 22.9% compared to the same period of the previous year. In addition, operating profit increased significantly by +26.9% to 13.33 billion yen, and quarterly profit increased significantly by +27.9% to 9.23 billion yen. In addition to improving contract prices, the number of employees has increased due to promotion of hiring of personnel. As a result of sending out personnel to meet customer needs, the number of workers has also increased, and strategic hiring expenses have been implemented to improve the treatment of technical personnel. Although each stage profit progressed smoothly and sales revenue progress rate was 46.7% against the full-year performance forecast, Sakura Saku <7097>: 990 yen (-105 yen)

<7097> Sakura Saku 999 -96

Dropped sharply. The cumulative revenue for Q3 of the fiscal year ending in July 24 increased by 9.9% compared to the same period last year to 11.271 billion yen and the operating profit increased by 147.1% to 405 million yen. The revenue from the sale of real estate for sale is scheduled for the Q4 period, but the cost-cutting measures have been more effective than expected, and the progress rate is around 80% due to the inclusion of 'subsidy income' for the development of nurseries in the Q3 as planned. The year-end dividend for this fiscal period was raised by 4 yen, and the full-year dividend was revised upward from the conventional plan of 16 yen to 20 yen, but it seems to have fallen short of investor expectations.

The translation is provided by third-party software.


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