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新興市場銘柄ダイジェスト:ベースフードはストップ安、ドリコムが大幅に3日続伸

Emerging markets stock digest: Base Food hit the limit down, Dricom significantly rose for the third consecutive day.

Fisco Japan ·  Oct 30 14:07

<5253> Cover 1754 +197

Marked increase. For the second quarter cumulative of the fiscal year ending March 2025 (April-September 2024), the operating profit forecast has been raised from the previous 2.401 billion yen to 3.17 billion yen (compared to the actual 2.304 billion yen in the same period last year), due to new merchandise in trading card gaming and other merchandising services performing well beyond expectations. The full-year estimate (a 31.8% increase from the previous year to 7.3 billion yen) has been maintained due to uncertainty such as event hosting status, but further examination will continue, and any necessary adjustments will be promptly announced if needed.

<3793> Dricom 896 +133

Significant 3-day consecutive gains. The operating profit and loss forecast for the fiscal year ending March 2025 has been withdrawn. The previous estimate was a profit of 1 billion yen, a 10.7% increase from the previous year. The cumulative second quarter (April-September 2024) incurred a deficit of 0.315 billion yen, due to the sluggish performance of new titles released in the first quarter (compared to a profit of 0.472 billion yen in the same period last year). On the other hand, the newly released smart phone game "Wizardry Variants Daphne" in the third quarter is performing better than expected, making it difficult to determine appropriate and reasonable financial estimates.

<2936> Base Food 529 -100

Limit down. Profit-taking sell-off pressure after hitting the year-to-date high the previous day. It is considered that Makoto Maki, President of Melco Holdings <6676>, has been increasing his shareholding of Base Food shares almost daily (holding 24.37% according to the amended report submitted on the 28th), and the company's stock has sharply risen in a short period of time. On the other hand, it seems that there is a temporary pause in buying activities triggered by the news of Global Brain (Shibuya-ku, Tokyo), a venture support, reducing its shareholding ratio to 4.79% on the afternoon of the 29th.

<4498> Cyberturst 2073 +67

Significantly up for the 3rd consecutive day. For the second quarter of the fiscal year ending March 2025 (April-September 24), they have announced an operating profit of 0.543 billion yen, an increase of 27.8% compared to the same period last year. Transactions with various partners in authentication and security services are increasing, and revenue contributions from extended support and collaboration partner products in Linux/OSS services are becoming significant. The shift from a decrease in the first quarter (0.144 billion yen, a 19.4% decrease) to an increase has been well received, and buying interest seems to be present. The full-year estimate remains at 1.3 billion yen, a 16.9% increase over the previous year.

Lear 2050 +101

Significantly up for the 3rd consecutive day. They have announced a midterm management plan with an operating profit target of 1.7 billion yen for the fiscal year ending September 2027. They aim to improve the operating profit margin by expanding high-profit properties and target a continuous 30% growth. The operating profit estimate for the fiscal year ending September 2025 is 1 billion yen, a 30.4% increase over the previous year. Properties acquired in the previous year are scheduled to open, contributing to revenue. Operating profit for the year ended September 24 was 0.766 billion yen, a 39.7% increase. Existing operational properties maintained stable operation, and new properties performed well.

Macuaque 530 +6

Rising for 3 days. They have announced an operating profit for the fiscal year ending September 2025 of 0.12 billion yen in profit. They aim to achieve profitability by maintaining the revenue of the Makuake business of the support purchase service and promoting the establishment of a foundation for expanding revenue from various ancillary services. They also announced an operating profit for the fiscal year ending September 2024 of a loss of 0.062 billion yen (compared to a loss of 0.489 billion yen in the previous period). They improved from the company's plan (a loss of 0.097 billion yen) through revisions in fees and optimization of cost structure.

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