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新興市場銘柄ダイジェスト:SBIリーシングは大幅反発、坪田ラボがストップ高

Emerging Markets Stock Digest: SBI Leasing sees significant rebound, Tobita Lab hits circuit breaker.

Fisco Japan ·  Jul 30 15:00

<4418> JDSC 729 +8

Continuing its rise. After the close of trading on the 29th, it was announced that they had received a request for a survey of administrative procedures for businesses for the Fiscal Year 2006 from the Digital Agency, and this was well received. Their data infrastructure expertise, consortium ideas and insights, and previous track record in DX business in various industries were appreciated to address the challenges of incomplete procedures and information from various agencies. The contract amount is 81,444,000 yen (tax included), with the improvement of administrative procedure experience expected to reduce business administrative costs and properly optimize system investment and operating costs for the government.

<4883> Modaris 138 +13

Marked increase. The disclosure that it will announce the muscle-specific modified AAV vector manufacturing development data of MDL-101 at the 16th BioProcess Summit held in Boston, USA from August 19th to 22nd continues to be regarded as a material. Although research on the modified capsid is progressing rapidly in many groups and achieving remarkable results, manufacturing for practical use is still in the developmental stage. At this conference, the company will present information including the production method and results of MDL-101, which is undergoing clinical development using muscle-specific modified AAV vectors.

<4890> Tsubota Lab 625 +100

Stock hits limit up, reaching a record high for the year. On the 25th, a research group led by CEO Kazuo Tsubota announced the successful development of an innovative in vitro choroidal model, which is still being considered important. This model is expected to bring new possibilities in drug evaluation targeting vascular regulation, and the results were published in the academic journal "Scientific Reports".

<7776> CellSeed 488 -27

After a fall, the Tokyo Stock Exchange announced on the 29th, that it will lift the temporary measure of margin trading for new selling and buying orders, which required a commission guarantee rate of 50% or more (including cash equivalent to 20% or more) from the 30th day of trading. Additionally, Japan Securities Finance Corporation also announced that it will lift the increased collateral collection measures which required a borrowing and lending collateral ratio of 30% from the 30th day of trading, but due to the backlash of a two-day consecutive stop, sales are predominant.

<5834> SBI Leasing 3300 +400

Markedly rebounded. The performance for the first quarter of the fiscal year ending March 2025 was announced, and the operating profit is showing a strong trend at 1.223 billion yen (+13.8% compared to the same period of the previous year) and the recurring profit at 1.207 billion yen (+14.7% YoY). The sales of JOLCO product are doing well due to having sufficient inventory in the previous period, efforts to establish and strengthen its sales system, as well as the strong demand from investors. As there are no sales results of JOL products due to delays in equipment deliveries, revenue is significantly lower than the same period of the previous year, but there are no changes to the sales plan for the full fiscal year.

<3063> jGroup 709 +11

Continued growth, reaching a new high for the year. The upward revision of financial estimates for the fiscal year ending in February 2025 was announced and considered favorable news. Revenue was revised from the previous estimate of 10.55 billion yen to 10.6 billion yen (+0.5%), and ordinary profit was revised from 0.315 billion yen to 0.41 billion yen (+30.2%). The profitability improved further due to the effects of initiatives such as the renovation of existing stores, improvement of productivity, and cost control, which were implemented since the last announcement of the earnings forecast. In addition, it is planned to record special gains from the relocation of business store properties in the second quarter of the fiscal year ending in February 2025.

The translation is provided by third-party software.


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