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新興市場銘柄ダイジェスト:ヘリオスは大幅反発、コラボスが急騰

Emerging markets stock digest: Helios surged significantly, Colabos soared.

Fisco Japan ·  14:25

<7047> port 2162 +66

backlash. The employment DX promotion status of local governments and local companies was announced, and it is viewed as good news. The company has previously been promoting a joint venture “Local Government/Regional Enterprise Employment DX” with Change Holdings, but it is said that the number of orders received from local governments and sales revenue from regional enterprises have been doing well. The support results of 38 municipalities are already expected for the fiscal year ending 25/3, and sales revenue (other than the Kanto/Kinki region) from human resource recruitment support for regional enterprises is expected to increase at a high rate of +101% (about 2 times) due to the 4-9 cumulative forecast for the fiscal year ending 25/3.

<7409> AeroEdge 1850 -4

The whereabouts. It was announced that decarbonization verification using a scientific approach has begun with Neutreeno.Inc., a startup from Cambridge University in the UK, and although it started rising, sales are being pushed. Using Neutreeno's approach based on scientific evidence, it is said that initial verification of greenhouse gas emissions using an advanced digital system for decarbonization of Neutreeno and Neutreeno was carried out with the aim of increasing the accuracy of greenhouse gas emission calculations and quantifying the quality, transparency, and visibility of data in the supply chain.

<4375> SAFE 785 +14

backlash. It was announced that a cloud camera has been adopted and used in Adventure World operated by Awards. Until now, in Adventure World, cameras have been used in various places with safety and security as the main purpose, but since it is a conventional on-premise type, in addition to checking recorded images only in server rooms, there are issues such as not being able to check recorded images in real time in the event of an emergency. Also, assuming cases of maintenance or handover in the event of hardware failure, it is said that it was introduced because they thought that time and effort could be reduced when managed in the cloud.

<3900> Cloud W 1280 -11

fight. A business alliance with the Ashikaga Bank was announced, and IT human resources are matched with Ashikaga Bank clients through the IT human resources direct matching service “Tech Direct,” which is operated, and aims to solve issues related to DX promotion of regional companies. Since 0.02 million or more freelance IT human resources are registered on “Tech Direct,” flexible operation requests can be made within the corporate budget, and human resources can be acquired at a lower cost than matching via agents due to direct contracts, so it is a recruitment method suitable for companies that want to advance DX with a limited budget.

<3908> Collabus 353 +44

A sharp rise, and the year-to-date high price was updated. An upward revision of the earnings forecast for the 2nd quarter and full year of the fiscal year ending 25/3 was announced after the transaction ended on the 2nd, and it is viewed as good news. Sales are expected to fall below the forecast announced last time, but the final profit and loss for the 2nd quarter of the fiscal year ending 25/3 was revised upward from the previous forecast deficit of 43 million yen to a surplus of 63 million yen, and the final profit and loss for the full year was also revised 13 times upward from the previously forecast surplus of 10 million yen to a surplus of 0.1 billion 30 million yen. Appropriate redeployment of management resources progressed, cost reductions such as outsourcing costs progressed ahead of schedule, and profits from sales of affiliated companies were factors.

<4593> Helios 220 +7

Massive backlash. The conditions for acute respiratory distress syndrome (ARDS) treatment drugs and the decision to implement a time-limited approval application in Japan were announced. In addition to the good results of the phase 2 test completed in Japan and the phase 2 test conducted in the US and the UK, it was decided to apply for domestic conditions and time-limited approval on the assumption that the REVIVE-ARDS test will be carried out as a verification test. As a result, phase 3 trials within Japan, where clinical trial plan notifications have been submitted, are also no longer necessary, so they are scheduled to be canceled, and it is said that details will be announced as soon as they are decided along with preparations for the start of global phase 3 trials in the United States.

The translation is provided by third-party software.


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