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新興市場銘柄ダイジェスト:タイミーは大幅下落、PBシステムズが大幅高

Emerging Market Stocks Digest: Timmy plunged significantly, while PB Systems soared significantly.

Fisco Japan ·  Sep 13 14:10

ispace 731 +16

Rebound. ispace announced that it plans to launch the private lunar exploration program HAKUTO-R Mission 2 in the fastest time in December 2024, which is considered a positive development. The purpose of Mission 2 is to further validate and strengthen the business model of lander design and technology, lunar transportation services, and lunar data services based on the achievements of Mission 1. This is an important measure for promoting the construction of the Syrliunar economic zone in the medium to long term, and it will be implemented as an initial resource exploration effort using the company-developed TENACIOUS rover (lunar exploration vehicle).

3D Matrix 122 -11

Fell sharply. After the close of trading on the 12th, the company announced its performance for the first quarter of the fiscal year ending in April 2025, which has led to a predominant selling sentiment. The quarterly net loss fell into a loss of 0.787 billion yen (compared to the previous period's quarterly net profit of 0.008 billion yen attributable to the parent company's shareholders). Business revenue exceeded expectations and increased, but due to the appreciation of the yen during the same period, the evaluation value of subsidiary loans denominated in yen decreased, resulting in losses.

Timmy 1633 -346

Significant decline. After the close of trading on the 12th, the performance of the third quarter of the fiscal year ending October 24th was announced. Revenue was 19.025 billion yen, operating profit was 2.793 billion yen, ordinary profit was 2.472 billion yen, and quarterly net profit was 1.466 billion yen, showing solid performance. However, it seems that it did not meet the expectations of investors in terms of progress against the full-year forecast, and it is being sold off.

Rplanner 1239 +20

Rebound. After the close of trading on the 12th, the company announced its second quarter financial results for the fiscal year ending in January 2025, which are viewed as positive developments. Revenue was ¥20.267 billion (up 27.9% from the same period last year), and operating profit was ¥1.047 billion (up 563.1% from the same period last year). The number of units sold for custom-built homes and condominiums increased, and revenue continued to grow steadily. In terms of expenses, investment in acquiring talented individuals and other initiatives has led to an increase in sales and general administrative expenses due to higher personnel costs. However, the company has seen improved gross profit due to appropriate pricing and a decrease in the cost of certain construction materials.

<2978> Tsukuruba 899 -25

Decline. After the close of trading on the 12th, the company announced its full-year financial results for the fiscal year ending in July 2024. Due to the expansion of the Kawamo business, full-year sales reached ¥5.483 billion (up 42% from the previous year), and gross profit reached ¥2.824 billion (up 16%), both setting new record highs. In addition, the company's initial goal of improving overall productivity has been progressing smoothly, and operating profit achieved a full-year profit of ¥0.155 billion, an increase of ¥0.287 billion compared to the previous year. For the fiscal year ending in July 2025, the company anticipates a 46% increase in sales and a 48% increase in operating profit, thanks to further expansion of the Kawamo business. However, underperformance of operating profit compared to the pre-announcement estimate has resulted in a preference for selling.

<4447> PB Systems 594 +60

The share price rose significantly. It was announced that a share buyback would be conducted after the close of trading on the 12th, which is seen as positive news. The total number of shares to be acquired is 0.3 million shares (4.70% of the total issued shares excluding treasury stock) or up to 10.8 billion yen, with the acquisition period from September 13th to December 24th. The purpose is to enhance capital efficiency and provide benefits to shareholders, as well as to pursue a flexible capital policy in response to the business environment.

The translation is provided by third-party software.


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