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新興市場銘柄ダイジェスト:DWTI、ダイワサイクルがストップ高

Emerging Markets Stock Digest: DWTI and Daiwa Cycle hit the daily limit.

Fisco Japan ·  Dec 17 14:42

<4881> FAN PEP 130 -1

fight. It was announced that a collaboration agreement on the Alzheimer's vaccine has been signed with I Brain Science. I Brain Science has already obtained regulatory approval for the neuropsychological testing program “Milevo,” which uses a general-purpose tablet as a dementia diagnosis aid, on 23/10/5. The company has been conducting drug discovery research for Alzheimer's vaccines targeting “phosphorylated tau” since 23/11, and both companies aim to develop simple diagnostic methods for patients targeted for the Alzheimer's disease vaccine, and are proceeding with studies on the applicability of eye tracking diagnostic technology.

<4260> HYBRID TECH 420 +36

Massive backlash. A basic agreement on making NGSC a consolidated subsidiary for business development within Vietnam was announced, and it is viewed as good news. It is said that the company, which aims to expand solutions provided to customers and expand into markets outside of Japan, can strongly promote the company's growth by acquiring shares of NGSC, which develops comprehensive IT support businesses such as development/implementation support, training, and operation support from IT consulting within Vietnam. Under the same basic agreement, the company became the largest shareholder holding 40% of NGSC's total voting rights.

<5888> DAIWA CYCLE 3915 +700

Stop high, year-to-date high price update. Revisions to the full-year earnings forecast for the fiscal year ending 25/1 were announced after the transaction ended on the 16th, and it has been well received. Regarding the full-year earnings forecast for the fiscal year ending 25/1, sales were revised upward from 17.745 billion yen to 18.312 billion (3.2% increase) and ordinary income from 1.091 billion yen to 1.34 billion yen (22.8% increase). As a result of scrutinizing full-year earnings forecasts based on results up to the 3rd quarter, sales are expected to exceed the earnings forecast announced last time, and along with that, operating income, ordinary income, and net income are also expected to exceed the earnings forecast announced last time.

<280A> TMH 1412 -10

Decline. After the transaction ended on the 16th, it was announced that a human resources platform “LAYLA-HR” for the semiconductor industry will be built, and a recruitment service specialized in expertise will begin. This service utilizes knowledge and networks in the semiconductor industry to provide innovative solutions that efficiently match companies and specialized human resources, contributes to solving the shortage of human resources in the industry, and aims to establish the company's long-term profit base. However, even though buying took precedence, the upper price fell heavily.

<3195> Genepa 315 +18

Continued growth. It was announced that a new EC site “Grasus” has been opened as the 9th EC site group constituting a platform for a new business (Unique Stores Platform business), and it has been well received. “GraSUS” is an online shop that specializes in kitchen supplies made in the Niigata/Tsubamesanjo region, and targets women in their late 30s to 40s, emphasizes the practicality of products, and proposes optimal products to customers who want to upgrade kitchen utensils they use everyday by a notch.

<4576> DWTI 180 +50

The stop is high. After the transaction ended on the 16th, it was announced that all transplantation surgeries to subjects in domestic phase II clinical trials of the regenerative medical cell product “DWR-2206,” which is being developed in collaboration with Actualize, have been completed, and it is viewed as good news. The purpose of this study is to exploratively examine the safety and efficacy of DWR-2206 transplantation for patients with bullous keratosis. Currently, progress after surgery is being observed, and evaluation/observation is scheduled to be completed by the end of 25/12 as per jRCT (Clinical Research Submission/Disclosure System).

The translation is provided by third-party software.


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