share_log

新興市場銘柄ダイジェスト:UNITEDは大幅上昇、HOUSEIがストップ高

Emerging markets stock digest: UNITED is sharply up, HOUSEI hits the daily limit.

Fisco Japan ·  Nov 22 14:46

<6190> PXB 364 +6

Significant rebound. It was announced that a patent concerning 'marker peptides for measuring ALT1 and ALT2' has been granted in japan, which is positively received. This patent successfully distinguishes the slight differences between human ALT and mouse ALT in chimeric mice, such as the main product PXB mice and disease model mice, using LC-MS/MS (liquid chromatography-tandem mass spectrometry), making it possible to simultaneously quantify mouse and human derived ALT1 and ALT2, which was difficult with conventional methods.

<7068> F Force G 532 +80

Hit the upper limit. It was announced that there will be a change in dividend policy and revision of dividend financial estimates (initial dividend), which is viewed favorably. The previously non-dividend forecast for the period ending May 2025 has been set to 10 yen per year, with 5 yen each for the interim and year-end dividends, as the initial dividend will be implemented. There has been some progress in improving profits and losses in the DX business, and continuous revenue growth is expected in the future, clarifying the stance of profit return to shareholders through stable and continuous dividends. In the future, to maintain continuous dividends, a fundamental policy of setting a shareholder capital dividend ratio of 5% or more for interim and year-end dividends has been established.

<5035> HOUSEI 470 +80

Hit the upper limit. It was announced that a new business will start providing import sales and maintenance services for high-performance servers for AI, etc., which has been positively received, leading to overwhelming buying activity. A Value-added Reseller Agreement has been concluded with KAYTUS SYSTEMS PTE. LTD., starting a business to procure and sell KAYTUS products in japan. KAYTUS is a world-class server manufacturer based in Singapore, specializing in high-performance servers for artificial intelligence (ai).

<3905> Data Sec 1031 +46

Significant rebound. Following the close of trading on the 21st, it was announced that Wistron Corporation, a major provider of Electronic Manufacturing Services (EMS) in Taiwan, reached a basic agreement for business partnership, which is seen as positive news. Leveraging both companies' technologies, products, resources, and networks, the collaboration aims to secure state-of-the-art servers equipped with NVIDIA's cutting-edge GPUs for the AI server field, and to cooperate in the operation of AI datacenters expected to expand demand in the future.

<3998> Surara Net 369 +7

Rebound. After the close of trading on the 21st, the revision of the full-year earnings forecast for the fiscal year ending December 24 was announced, viewed as positive news. Although the revenue slightly decreased, the operating profit was upwardly revised from the previous estimate of 0.167 billion yen to 0.192 billion yen (an increase of 14.6%). Due to the postponement of projects scheduled for this fiscal year to the next, the revenue decreased in the contract development business. However, in the e-learning business, the delay in hiring plans and cost reductions from personnel expenses and cost reviews are expected to exceed the operating profit and operating profit estimates.

<2497> UNITED 814 +39

Significant increase. It was announced that the full-year earnings forecast for the fiscal year ending in March 25 was revised upward, receiving positive feedback. The revenue was upwardly revised to 114 to 11.7 billion yen (an increase of 21.3% to 23.6%), and the operating profit was revised to 26 to 2.9 billion yen (an increase of 30.0% to 16.0%). In the investment business, they will participate as one of the sellers in the public offering of common stock in dely on the Tokyo Stock Exchange, planning to sell the dely shares they own. Another reason is the acquisition and subsidiary status of Global Assist Holdings' shares for the purpose of acquiring and making Best Co. a subsidiary in the education business.

The translation is provided by third-party software.


The above content is for informational or educational purposes only and does not constitute any investment advice related to Futu. Although we strive to ensure the truthfulness, accuracy, and originality of all such content, we cannot guarantee it.
    Write a comment