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注目銘柄ダイジェスト(前場):サンケン電、ニッコンHD、ヘリオスなど

Hot stocks digest (morning session): Sanken Electric, Nikon Holdings, Helios, etc.

Fisco Japan ·  Jun 20 10:38

HU Group<4544>: 2361.5 yen (-110.5 yen) Nikon HD<9072>: 3372 yen (294 yen) Wacoal HD<3591>: 4525 yen (153 yen) Sanken Electric<6707>: 7444 yen (930 yen) TradeWorks<3997>: 963 yen カ- Media<3815>: 319 yen カ- There is a buy order at the daily upper limit price. The revenue forecast for the 2024 fiscal year was revised downward from 2.2 billion yen to 1.993 billion yen, and the final profit and loss was revised downward from 30 million yen in the black to 292 million yen in the red, with no dividends. In accordance with its business selection and concentration, a special loss of 93 million yen was recorded, and a medium-term management plan was formulated to aim for 250 million yen in operating profit for the 2026 fiscal year. In addition, a shareholder benefit system was established and shareholders holding 100 or more shares as of the end of August each year will be eligible for a gift of 4,000 yen worth of QUO card PAY if the holding period is less than 1 year, and 5,000 yen worth of gift card if it is more than 1 year.

Marked decline. Morgan Stanley MUFG Securities has downgraded its investment rating from "overweight" to "equal weight" and lowered its target stock price from 3,100 yen to 2,500 yen. It appears that the downward trend in sales related to the coronavirus has resulted in a downward revision of its performance forecasts. The fact that results for the previous period were well below expectations means even with expected improvements to the LTS business this year, it is unlikely to reach its prior forecast. The operating profit for the year ending March 2025 is expected to be 3.7 billion yen, compared to a company plan of 10.0 billion yen.

Helios<4593>: 198 yen (38 yen) New year's high. The company has announced that it has signed a license agreement with a subsidiary of Astellas Pharma on the production of retinal pigment epithelial (RPE) cells and related methods. The license agreement allows for non-exclusive licensing of patents related to the manufacturing and purification of RPE cells held by the company in all countries outside Japan. The company will receive a one-time payment of 3 million dollars at the time of conclusion of this agreement. In addition, if a product developed and manufactured using this patent receives approval in the United States, the company may receive up to a maximum of 8 million dollars as a milestone payment.

Significant increase. Today is the delivery date for the offering of shares. The number of shares offered is 2,124,800 shares, and the offering price is 2,898 yen. Short positions are believed to have increased in anticipation of short-term supply and demand deterioration, but with no apparent deterioration of supply and demand, buying back is urgently needed. In the future, the acquisition of treasury stock will also start with a limit of 1.3 million shares, or 2.06% of the issued shares, as the acquisition period from July 1 to December 30.

Tims<4891>: 221 yen (8 yen) The stock has rebounded sharply. The company has announced that it has conducted the first administration of TMS-008, a candidate drug for the treatment of acute renal failure, in the Phase I clinical trial. While the effectiveness and safety in the nonclinical phase of TMS-008 have been confirmed by the previous nonclinical trial results, in this trial, TMS-008 will be administered in increasing doses by cohort to healthy adult men, and further confirm the safety, tolerability, and pharmacokinetics in humans. All subjects will be administered and observed within this fiscal year, and the first lead-out is planned for the first quarter of 2025.

Marked increase. According to the amended report submitted the previous day, the shareholding ratio of 3D Investment has increased from the previous 5.13% to 6.19%. In the large shareholding report submitted on June 11, it was revealed that the company had become a major shareholder with 5.13% of the shares. Since then, it appears that the company has continued to acquire shares. The purpose of the shareholding is to make purely financial investments and to provide advice, important suggestions, and other related acts to management depending on the situation.

Yes.

Marked rebound. According to the amended report submitted the previous day, the holding ratio of Effissimo Capital has increased from the previous 19.16% to 20.18%. Effissimo is said to be an investment company affiliated with the former Murakami fund, and its purpose of holding shares is purely for financial investment purposes. This is reportedly the first time that Effissimo has increased its stake since the TOB. The move is expected to further fuel speculation, including the possibility of interest in U.S. subsidiary Allegro Microsystems.

Yes.

The purchase order is at the limit-up. They have announced a business capital alliance with SCSK. By disposing of their own shares through third-party allocation, SCSK will be allocated 128,000 shares (3.72% of the issued shares). In addition, SCSK plans to acquire approximately 79,000 shares in the market in addition to the acquisition of their own shares due to the deepening of the partnership. The content of the business alliance includes the development and sales of the securities total system, the development and sales of individual systems, the sharing of knowledge and know-how, and personnel exchanges.

Yes.

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