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注目銘柄ダイジェスト(前場):カーリットHD、大有機化、テクノロジーズなど

Hot stocks digest (morning session): Carritt HD, Dai Organic Chemical, Technologies, etc.

Fisco Japan ·  Jun 27 10:40

Nexera<4565>: 1653 yen (+48 yen)

Significant gains. They have announced that they have achieved an important milestone in the research stage of the drug discovery partnership with Abbvie, targeting multiple targets for neurological diseases. As a result, they are to receive 10 million dollars, and plan to recognize the majority of it in 24 years, and the rest in 25 years. This achievement of the first milestone in the drug discovery partnership seems to suggest that further progress in the project is expected in the future.

Athena HD<8095>: 551 yen (+19 yen)

Significant gains. They have announced an upward revision of their business performance and dividend forecasts on the previous day. Operating profit for the first half is now expected to rise from the previous forecast of 600 million yen to 1.15 billion yen, an increase of 5.5 times year-on-year. For the fiscal year, they have raised it to between 1.15 billion yen and 1.6 billion yen, up 42.0% from the previous year. This upward revision is due to the increase in drug prices in the pharmaceuticals business, the robust sales of self-planned products and imported cosmetics in the HBC and food business, and the underperformance of advertising and promotion expenses. In addition, it seems that the plan for the second half of chemical business sales has been brought forward to the first half.

Karuritto HD<4275>: 1420 yen (+123 yen)

Continued significant gains, sandwiched between no change from the previous day. At Tokai Tokyo Securities, it has started coverage with an investment rating of 'Outperform' and target stock price of 1900 yen. They are allocating their focus on growth areas such as defense space, battery testing, and electronic materials, rather than existing areas for capital investment. In the short term, they are expecting profit growth from the recovery of electronic materials, and in the medium term, they expect profit growth from the increase in quantities of the defense space and electric vehicles and the resulting increase in battery testing. They consider PER to be undervalued when considering profit growth.

Da Yu Organic<4187>: 3925 yen (+340 yen)

Significant gains. They have announced an upward revision of their business operations and dividend forecasts on the previous day. Operating profit for the first half is now expected to rise from the previous forecast of 1.4 billion yen to 1.85 billion yen, a decrease of 4.6% year-on-year. For the fiscal year, they have revised it upward from 3.7 billion yen to 4.2 billion yen, an increase of 17.4% compared to the same period last year. Significant increases in sales of adhesive agents for displays and inks for UV inkjet printers are said to be the background of the upward revision. In addition, they have raised their forecast for dividends at the end of the second quarter, and the annual dividend is expected to be 64 yen from the previous plan of 58 yen.

Ae balance<3856>: 1602 yen -

There is a high buying trend to stop. TOYO Co, a subsidiary of the company, has announced that it will be listed on the NASDAQ market in the United States on July 2nd. It will be listed through a merger with Blue World Acquisition, a special purpose acquisition company (SPAC). TOYO Co is the parent company of Cell Company, a solar cell manufacturing and sales company. It seems that there is a movement to expect an expansion of unrealized gains accompanying the stock listing.

Technologies<5248>: 4240 yen (+170 yen)

Continued gains. They have announced that they will implement a stock split after the close of trading on the 26th. For each share of common stock owned by shareholders recorded on the shareholder register as of the end of July 31, 24, they will split it into six shares. After the stock split, the total number of shares issued will be 16,922,400, and the total number of shares eligible for issuance will be 57,600,000. By reducing the price per unit of the stock, they aim to increase the liquidity of the stock, create an environment where many investors including individual investors can easily invest, and expand their investor base.

Linkers<5131>: 235 yen -

Indications of hitting the limit up. They have announced that they have decided to introduce their business matching system 'LFB (Linkers for Business/Linkers for BANK)' to Japan Post, which is viewed as good news. 'Linkers for Business' is a service that allows client companies of LFB to search for and propose solution providers (solution companies) for the challenges they face, which leads to the promotion and maintenance of the relationship between LFB introduced institutions and client companies through problem-solving activities, and contributes to the acquisition of new sources of income by improving their business performance.

Spider Plus<4192>: 538 yen (+10 yen)

Significant gains. They are rising favorably on the news that they have announced a collaboration with Sigma, Vietnam's largest facility construction company, to strengthen the localization development and sales expansion of the construction DX service 'SPIDERPLUS' for the Vietnamese market. In the medium term, all of Sigma's field supervisors are expected to become the market leader in the construction Dx industry in Vietnam, as they reinforce usability using 'SPIDERPLUS' and build a sales expansion system based on the commission they have undertaken. This is intended to increase the liquidity of the stock by lowering the price per unit of the stock, making it easier for many investors including individual investors to invest, and expanding their investor base.

The translation is provided by third-party software.


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