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新興市場銘柄ダイジェスト:ラクオリア創薬は大幅続伸、ポートが大幅反発

Emerging Markets Digest: Lear Pharmaceuticals continues to rise significantly, while Dai Port rebounds significantly.

Fisco Japan ·  Aug 30 14:18

<176A> Regil 1422 +55

Rebound. Mitsubishi Estate Community has announced that it has entered into a business alliance agreement with the aim of enhancing the resilience of condominiums and realizing a decarbonized society, and it is regarded as good news. The company has jointly developed a new service by combining its "condominium disaster prevention service" with Mitsubishi Estate Community's disaster prevention concept, "Sonae LiNK", and providing a mechanism for completely decarbonizing the electrical power of the entire condominium while constructing a disaster-resistant condominium on both the hardware and software sides. It is said that this is the first attempt to form a business alliance with another company in the "condominium disaster prevention service".

<3793> Dricom 908 -10

Continuing decline. It has been announced that it will accept an investment of up to 0.5 billion yen from the Development Bank of Japan (DBJ), and the buying trend is also sluggish. The company will set up a claim for distribution of profits for the game project "Wizardry Variants Daphne" that it will distribute in the future for DBJ, and will receive 500 million yen as payment for the claim for distribution of profits from DBJ. In addition, the company will pay a portion of the cash flow generated by "Wizardry Variants Daphne" as distribution of profits to DBJ.

<9211> F-Code 1044 +90

Significant rebound. DNA Advanced Medicine has announced that it has introduced the web customer experience and dropout prevention tool "KaiU" and the chat-type web customer experience tool "sinclo", and the buying trend has predominantly advanced. As part of its efforts to improve the purchase rate of the NIPT comprehensive support site that it operates, DNA Advanced Medicine has identified the dropout rate and site revisit rate as challenges, and aims to prevent dropouts on the site, promote appropriate site revisit timing, and increase the number of consultations and inquiries from the site, leading to the introduction of "KaiU" and "sinclo".

<4476> AI CROSS 1637 +9

Stalemate. It has been announced that the company has started offering "Repicam", a solution that creates new possibilities for messaging services. "Repicam" is a solution that utilizes AICROSS's assets and know-how to dig up past leads that are stored and dormant in companies, thereby achieving an increase in sales for the companies. It has a higher reach rate and open rate than conventional communication channels, and utilizes excellent SMS notifications to obtain a response from the latent segment that has not previously responded.

In addition, it is possible to fully outsource all policy implementation and use it on a complete performance-based basis.

<4579> Rakuria Drug Discovery 638 +42

Significant continued increase. Announced that the ghrelin receptor agonist Eluracat, which was derived to Elanco in the United States after the end of trading on the 29th, has been released in France as a drug for weight loss management in cats with chronic conditions, which is viewed as positive material. This drug is an oral solution of capromorelin, which mimics ghrelin, a hunger hormone that stimulates appetite and promotes gastrointestinal motility. As a result of this matter, the company will receive a one-time payment of 2 million US dollars due to milestone achievement, which will be recorded as operating revenue for the third quarter of the fiscal year ending December 2024.

<7047> Port 2219 +226

Significant rebound. Announced that further increase in the confirmed unit price of contracts with multiple major trading partners in the energy sector has been confirmed after the end of trading on the 29th, which is viewed as positive material. Although there is usually a decrease in sales and profits from the first quarter to the second quarter as usual, the performance of the energy sector in the second quarter of this fiscal year is expected to increase (increase in sales and profits compared to the same period last year and the previous quarter (comparison with the first quarter of the fiscal year ending March 2025)) as a result of further improvement in contract unit prices and contribution from stock earnings, due to the intensification of marketing investments.

The translation is provided by third-party software.


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