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注目銘柄ダイジェスト(前場):ヨシムラフード、クルーズ、メックなど

Hot stocks digest (morning session): Yoshimura Food, Cruise, MEC, etc.

Fisco Japan ·  Aug 20 10:51

Yoshimura Food <2884>: 1,622 yen (+121 yen).

Significant rebound. In the Nihon Keizai Shimbun, it was reported that scallops are rising in price. According to the report, China banned imports of Japanese aquatic products in August 2023, and wholesale prices in the market plummeted by 20-30%. However, domestic support consumption and expanding exports to countries other than China have led to a recovery in both demand and prices. At the Toyosu market, there is a strong sense of shortage, and it is said to exceed the pre-ban price. The company has subsidiaries such as Marukichi, which processes and sells scallops, and it seems that concerns about a decline in earnings due to price declines have subsided.

Cruise <2138>: 664 yen (+49 yen).

Significant rebound. After yesterday's trading session, it was announced that the pre-registration for the blockchain game "Ergosum" developed by subsidiary CROOZ Blockchain Lab and gumi <3903> has exceeded 0.2 million subscribers, which seems to be a catalyst for buying. "Ergosum" is a new RPG game for smartphones that can be played for free with the ability to "Play and Earn" incorporating GameFi elements into the game system, allowing players to earn NFTs while playing.

Mecc <4971>: 3,945 yen (+230 yen).

Significant rebound. At Tokai Tokyo Intelligence Lab, the rating has been raised from the middle "neutral" of the 3-level evaluation to the top "outperform," and the target stock price has also been raised from 4,000 yen to 5,500 yen. They believe that the certainty of medium-term growth is high because the packaging manufacturers are moving to increase production (multilayering, large sizing). In addition, it seems that the performance forecast after the December issue of 2024 has been revised upward, as it is expected to have high growth in generating AI for the period ending December of 2024 and 2025 in a way that compensates for Intel's poor performance.

Tatsumo <6266>: 3,370 yen (+125 yen).

Significant rebound. After yesterday's trading, they announced that they had developed adhesive technology using lasers targeting for MEMS (Micro Electro Mechanical Systems) packaging and that there seems to be purchases seen in response to materials. At present, the evaluation is being conducted with MEMS devices, but they are developing this technology with the aim of selling equipment equipped with it by 2026, including devices other than MEMS, including semiconductors.

Higashi Electric <8035>: 28,570 yen (+515 yen).

Rebound. Today, semiconductor-related stocks are generally showing a strong trend. On the US stock market yesterday, the Philadelphia Semiconductor (SOX) Index, which consists of major semiconductor-related stocks, rose 1.86%, which is a larger increase than the Dow Average (up 0.58%), which has become a factor in supporting stock prices. Semiconductor-related stocks, including the company, were sold after yesterday's afternoon, but it seems that it has become easier to buy on dip buying overall.

Genepa <3195>: 242 yen (+5 yen).

Rebound. After the end of trading on the 19th, the monthly revenue for July 2024 was announced and well received. July revenue was 1.419 billion yen, an increase of 10.1% from the same month last year, and has been steadily outperforming last year's performance for four consecutive months. In addition, the increase and decrease amount and rate compared to the same month last year have been changed from negative to positive due to the revision from preliminary to confirmed for consolidated revenue for June 2024.

DataSec <3905>: 1,233 yen (+4 yen).

Rebound. They announced that they have signed a Collaboration and Joint Working Agreement with Solaria in Spain to construct an AI data center, which is seen as good news. They will procure AI servers including NVIDIA's advanced GPUs, and will be responsible for establishing the operational structure of the AI data center and constructing and operating the AI cloud service. They also announced that they have signed a joint development agreement with Nauen Japan to develop and construct a new AI cloud service system with the aim of selling it after 2026.

Storage King <2997>: 842 yen (+7 yen).

Continuing to rise. In the business performance forecast for the second quarter of the fiscal year ending in January 2025, sales were revised upward from 0.473 billion yen to 0.56 billion yen (18.4% increase), and the loss before income taxes was also revised upward from the previous forecast of 0.169 billion yen in red to 0.105 billion yen in red, which is expected to shrink the amount of the loss. This is because the sale of container-type TRs in the trunk room development and sales business has been brought forward from the third quarter to the second quarter, and an investment securities valuation loss of 0.017 billion yen was recorded for the investment securities held. The forecast for ordinary income for the full year is the same as the previous forecast of 0.172 billion yen (0.157 billion yen in the previous year).

The translation is provided by third-party software.


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