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新興市場銘柄ダイジェスト:TKPは年初来安値、ベースフードがストップ高

Emerging markets stock summary: TKP hits a year-to-date low, Base Food hits the daily limit up.

Fisco Japan ·  Oct 16 14:14

<3479> TKP 1251 -217

Year-to-date low. For the 2nd quarter of the fiscal year ending February 2025 (March-August 2024), the operating profit decreased by 0.9% compared to the same period last year to 273.3 billion yen. Despite securing an increase in revenue of 14.3% to 2.028 billion yen due to the recovery of demand for rental meeting rooms and strong hotel operations, a decrease in profit was realized due to an increase in SG&A expenses such as personnel costs. However, the operating profit for the 2nd quarter alone was 104.1 billion yen, exceeding the same period last year (101 billion yen). The full-year operating profit forecast was kept at 8.2 billion yen, an increase of 77.5% compared to the previous year.

<2936> Base Food 290 +80

Hit the limit. The Ministry of Agriculture, Forestry and Fisheries announced that it was selected as a supportive project under the theme L (demonstration of manufacturing technology to create new demand for grain) of the "Small and Medium-sized Enterprise Innovation Creation Promotion Project" operated by the ministry. The implementation period is until the end of the 28th fiscal year, with a maximum subsidy amount of 1.87 billion yen. In addition, the operating profit forecast for the February 25 term has been revised downward from the previous 0.166 billion yen profit to a 0.051 billion yen profit (with the previous period showing a 0.902 billion yen loss) because the new product revenue for retail stores has not reached the initial estimate.

<7351> Good Patch 427 +32

Marked rise for the 5th consecutive day. It has been announced that they will implement a share buyback of up to 0.45 million shares (15 billion yen). The percentage of the total issued shares (excluding treasury shares) is 4.98%. The acquisition period is from the 16th to April 14, 25. The operating profit estimate for the fiscal year ending August 25 is set to increase by 490.9% compared to the previous year, reaching 0.204 billion yen. They will continue to strengthen operations and marketing to aim for a significant increase in profit. The operating profit for the fiscal year ending August 24 is expected to decrease by 88.4%, reaching 0.034 billion yen. Additionally, they will establish a joint venture company with HR platform PeopleX (located in Shibuya, Tokyo).

<5888> Daiwa Cycle 2781 +52

Marked recovery after 8 days. It was announced that same-store sales revenue in September increased by 18.0% compared to the same month last year. The growth rate expanded from the previous month (7.3% increase). The number of customers increased by 10.8%, while the average spending per customer increased by 6.5%. Total revenue on a store-wide basis increased by 26.7%. In addition to having one more holiday, there was a rebound from the impact of Typhoon No. 10, which landed in the last week of August, as well as strong sales promotions. By category, electric assist autos and sports cars & repairs performed well.

TWOST 7352 814 +20

Marked increase. The operating profit forecast for August 2025 is announced to be 0.62 billion yen, an increase of 30.6% compared to the previous period. Aimed at achieving a record high profit landing, targeting significant growth by accelerating the growth of existing businesses and adding leapfrog growth through M&A. At the same time, the operating profit for August 2024, which was announced, landed at 0.474 billion yen, an increase of 48.6%. It is reported that both revenue and gross profit have reached the highest values ​​since the founding, achieving 11 consecutive years of revenue growth.

Asterisk 6522 465 +22

Marked a significant rebound after 4 days. The operating profit/loss forecast for the fiscal year ending August 2025 is expected to be a profit of 22.3 billion yen. The company has announced plans to turn a profit by promoting sales activities focusing on the wholesale/retail industry, manufacturing industry, and logistics industry. The operating profit/loss for the fiscal year ending August 2024 landed at a loss of 22.4 billion yen (compared to a loss of 19.2 billion yen in the previous year). By reducing bonus payments and R&D-related expenses, the company managed to shrink sales and administrative expenses, resulting in a decrease in losses compared to the company plan (a loss of 38.9 billion yen).

The translation is provided by third-party software.


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