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新興市場銘柄ダイジェスト:ARアドバンストは大幅続伸、データセクが反発

Emerging markets stock digest: AR Advanced has significantly continued to rise, and the data sector has rebounded.

Fisco Japan ·  Nov 18 15:09

<3195> Genepa 265 +2

Continued growth. Monthly sales for fiscal year 24/10 were announced after the transaction ended on the 15th, and it is viewed as good news. Monthly sales for fiscal year 24/10 surpassed the previous year's results for 7 consecutive months to 1.515 billion yen, an increase of 20.3% from the same month last year, and have been performing well. Even in the second half, there was a 12.2% increase compared to the same month last year, and the full year also reached a 7.5% increase, surpassing the previous year's results.

<3930> Hatena 884 +10

Continued growth. The manga viewer was adopted by the Bungeishunju web manga site “Seasons,” and it was announced that it was offered, and it is viewed as good material. In addition to various functions for users to comfortably enjoy manga works, the manga viewer “GigaViewer” is equipped with functions such as submission, work management, and sales systems that reduce operating costs for manga service providers. When “Seasons” is released, they are also in charge of site design, service planning, and site development, and also work on the operation of advertisements posted on viewers, and support service monetization.

<5578> AR Advanced 1206 +62

Significant continued growth. It was announced that a stock buyback will be carried out, and it has been well received. The maximum number of shares to be acquired is 0.2 million shares (6.0% of the total number of issued shares excluding treasury shares) or 0.3 billion 50 million yen. The acquisition period is from 24/11/20 to 2025/5/31. It makes it possible to expand shareholder returns and implement flexible capital policies, and it is also part of an acquisition scheme when M&A (corporate mergers and acquisitions) will continue to be carried out in the future as one of the growth strategies. At the same time, it was announced that PRO and PRO subsidiaries would become subsidiaries.

<3645> Medical N 331 +2

Continued growth. After the transaction ended on the 15th, a business alliance was formed with ZAICO, and it was announced that “ZAICO for Dental” will begin to be provided to dental clinics, and it has been well received. ZAICO's cloud inventory management system is provided as “ZAICO for Dental,” which is specialized for the dental industry, while utilizing the Medical Net Group's dental health care worker network. Additionally, in cooperation with dental dealers, we will proceed with improvements to services that not only limit inventory management work at dental clinics, but also convert ordering operations into DX and achieve even greater efficiency.

<4425> Kudan 1440 -30

Continued decline. The recording of non-operating income was announced after the transaction ended on the 15th. The company carries out technology research and development in England, carries out management work in Japan, and has a global system where business development and technology provision are carried out to companies around the world, and has now received research and development grants from the British government. As a result, it is said that 238,907 GBP (47 million yen at the exchange rate of 1 GBP = 198.61 yen as of 24/11/15) was recorded as non-operating income as subsidy income for research and development activities.

<3905> DATASEC 1001 +45

backlash. It was announced that a basic agreement for a business alliance was concluded with Taiwan Inventec after the transaction ended on the 15th, and it is viewed as good news. Inventec is one of Taiwan's leading companies providing electronics manufacturing services (EMS). The purpose of this business alliance is to utilize the technology, products, resources, and networks of both companies, to secure servers equipped with cutting-edge NVIDIA GPUs in the AI server field, where demand is expected to expand in the future, and to collaborate in setting up AI data centers, etc.

The translation is provided by third-party software.


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