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新興市場銘柄ダイジェスト:MacbeePはストップ安、アールプランナーが一時ストップ高

Emerging Markets Digest: MacbeeP drops to stop-loss, while AruPlanner temporarily hits the daily limit.

Fisco Japan ·  Jun 14 15:17

<4934> P antieige 894 +86

A sharp rebound. The financial statement for the third quarter of the fiscal year ending July 2024, released after the close of trading on the 13th, showed revenue of 15.439 billion yen (down 25.1% from the same period last year) and operating profit of 44 million yen (up 1.3% from the same period last year). Looking at the quarter basis, the latest April-June quarter has moved into the final black, and the improvement of the current profit and loss seems to be well received.

<2983> R Planner 865 +106

Temporary stop high. The operating profit of the first quarter of the period from January to Bunka 25 has emerged from a red ink of 26 million yen in the same period last year to a black ink of 199 million yen, and has been updated to a new high for the year due to the fact that the progress rate is 99.5% for the first half of the plan of 200 million yen The highest level ever. Sales revenue, total sales units also updated the record high, sales gross profit margin improved so that operating profit also increased and became the highest level ever for the first quarter, absorbing the increase in selling expenses due to staff expansion and future investment in new store openings. Even though the amount of orders, which is a leading indicator of future sales, has also reached a record high, the full-year performance forecast remains unchanged from the previous expectation.

<3491> GA TECH 1641 +154

Surging. The second quarter settlement for the period from October 24th to 2012 was announced after the end of trading on the 13th. Sales revenue increased by 35.5% compared to the same period last year to 85,921,100,000 yen, and net profit increased by 154.8% to 948 million yen. In addition, the full-year sales forecast has been revised upward from the previous forecast of 176.3 billion yen to the previous period of 185.0 billion yen, which is considered to be good news. In the RENOSY marketplace, the strategy to expand the recognition of RENOSY has been successful, and the number of inquiries has been increasing, with about 60,000 more RENOSY members in the past six months alone, and the company is performing well.

<7095> MacbeeP 2830 -700

New low this year, stop loss. Sales of Bunka 24 in April were 39.405 billion (up 101.2% from the previous year), operating profit was 3.67 billion yen (up 69.7% from the previous year), and net profit was 2.282 billion yen (up 45.7% from the previous year). However, as for the outlook for the year of Bunka 25, although a significant increase in sales and profits is expected due to the expansion of the LTV marketing market, it is expected that up to 500 million yen will be invested in PR-related investments, and only the sales volume will be disclosed in the previous year. The fact that the end-of-period dividends were withheld and the annual dividends for this year are undecided seems to be causing disappointment selling.

<7379> Circle 687 -40

Large-lot buying indications of limit-up. Please order at "TOYOTA Land Cruiser 250" for multiple exterior parts and start mass production, it was announced yesterday. It seems that it is the first large-lot order other than the SUBARU car. There is an expectation that it will lead to medium-term business expansion. In addition, it is expected that there will be a positive impact on the deployment of anneal-less technology in the future.

<4431> Smart Regi 2160 +60

Continuing its rise, revenue for the fiscal year ending April 2024 increased 41.8% year-over-year to JPY 8.385 billion, with operating profit up 94.1% to JPY 1.735 billion and net profit up 36.7% to JPY 1.212 billion. For the fiscal year ending April 2025, the basic strategy is to expand the number of customers and customer unit prices, focusing on new customer acquisition for the cloud-based POS service "Smart Regi", and sales are expected to increase 27.5% year-over-year to JPY 10.688 billion, with operating profit up 17.2% to JPY 2.033 billion and net profit up 16.6% to JPY 1.414 billion. These estimates are driving positive sentiment and buying interest.

The translation is provided by third-party software.


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