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新興市場銘柄ダイジェスト:レナサイエンスは大幅続落、レントラックスが大幅反発

Emerging Markets Update: Renascience continues to decline significantly, while Rentracks rebounds significantly.

Fisco Japan ·  Jun 24 15:02

<4179> G-NEXT 293 +10

A sharp backlash. After the end of the transaction on the 21st, it was announced that sales were 610 million to 670 million yen (previous fiscal year 610 million yen), and operating profit and loss deficit of 140 million yen to deficit of 100 million yen (deficit of 148 million yen) for the earnings forecast for the fiscal year ending 25/3, which had been undisclosed until now. The possibility that sales will increase from the previous fiscal year has been shown, and the fact that the operating deficit is also expected to shrink is viewed as good news.

<4889> LENA SCIENCE 354 -25

The sharp decline continued. After the transaction ended on the 21st, it was announced that no statistically significant differences were observed in the main evaluation items for the phase II doctor-led clinical trial (placebolidin, placebo-controlled double-blind 3-group comparison test) of RS8001 (pyridoxamine) for premenstrual syndrome (PMS) /premenstrual dysphoric disorder (PMDD) with mental symptoms, so it is being sold. It is said that there was a downward trend in the actual drug group in the secondary evaluation items, but no significant differences were observed.

<6045> Rentrax 455 +24

Massive backlash. After the transaction ended on the 21st, monthly sales figures for May were announced. Transaction volume was 2,444 million yen, up 3.6% from the same month last year, and sales increased 33.3% from the same month last year to 344 million yen, which is viewed as good news. The company is developing performance-based advertising services and used construction equipment marketplace-related businesses. The number of operators of advertising media registered for “Rentrax” increased by 1346 from the previous month to 57,625.

<7084> KIDS SMILE 883 -31

Plummeting. An undisclosed earnings forecast was announced after the end of trading on the 21st. The earnings forecast for the fiscal year ending 25/3 predicts that ordinary profit and loss will fall to a deficit of 130 million yen (surplus of 311 million yen in the previous fiscal year). While existing businesses are expected to be strong, investment in new businesses and an increase in costs due to enhanced headquarters functions, etc. are the main factors in the current fiscal year forecast. Furthermore, plans to expand the business area and the start of a new business “postpartum care service business” have also been announced in the new medium-term management plan.

<9162> BLEACH 310 -5

Continued decline. Revisions to earnings forecasts were announced on the 21st. Sales for the fiscal year ended 24/6 were revised downward to 13.639 billion yen (16.377 billion yen in the previous fiscal year), and operating profit and loss were revised downward to a deficit of 391 million yen (surplus of 2.173 billion yen in the previous fiscal year). As a factor, in addition to the progress of product lifecycles and the effects of changes in sales strategies by some customers in existing products, it is assumed that it takes longer than expected for the effects of marketing policies for new products to develop, and changes in the external environment, such as a decline in consumer sentiment towards foods with functional claims in general due to voluntary product recalls by major pharmaceutical manufacturers, also had an effect.

<3479> TKP 1424 +23

backlash. It was announced that a capital and business partnership agreement has been concluded, including making Novarese a company applying the equity method. It is estimated that they will hold 8,250,000 shares of Novarese common stock (ownership ratio of 33.0% to total number of issued shares) on the 24th. With this partnership, it is expected that synergy effects such as property information collaboration aimed at accelerating the pace of store opening, coordination in aggressive M&A strategies, promotion of weekday operation of facilities owned by Novarese, and maximum utilization of kitchen functions can be anticipated. However, the impact of this capital and business alliance on consolidated financial results for the fiscal year ending 25/2 is currently being scrutinized.

The translation is provided by third-party software.


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