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注目銘柄ダイジェスト(前場):ホクシン、伊勢化、ランビジネスなど

Hot Stocks Digest (Morning Session): Hokusin, Ise Chemical, Ran Business, ETC.

Fisco Japan ·  Dec 23, 2024 10:51

Satsudora Holdings <3544>: 834 yen (+48 yen)

Significant continued growth. The financial results for the first half of the year were announced last weekend, with operating profit of 0.88 billion yen, a 28.7% increase year-on-year, and growth rate significantly expanded from the same 1.4% increase in the first quarter. The full-year forecast remains unchanged at 1.4 billion yen, with a good progress situation compared to a 1.1% increase from the previous period. In addition to the recovery of inbound and Cosmetic demand, the effect of rising customer spending contributed as well. The resolution of the valuation loss of hygiene products recorded in the previous period, improvements in revenue base due to the promotion of apps, etc. are also factors for revenue increase.

Hokushin <7897>: 116 yen (+17 yen)

Significant rebound. It was announced that a basic agreement was signed with Work Studio and Moririn regarding the manufacturing of a mass-produced textile recycling board "PANECO board M" using discarded clothing fibers as raw material. Roles and cooperation systems of each company were confirmed, and the start of equipment orders for mass production has begun in earnest toward social implementation. It is planned for full operation of the equipment in 2027, with two types of products expected to be made from 100% discarded clothing and 51% discarded clothing fiber board.

Ran Business <8944>: 231 yen (+22 yen)

Significant continued growth. The upward revision of the performance forecast for the fiscal year ending September 2025 was announced last weekend. The operating profit and loss flipped from the previous forecast of a 0.75 billion yen deficit to a surplus of 0.62 billion yen, while the expected net loss of 1.32 billion yen has been raised to a break-even point. The decision to sell real estate for sale in Chuo-ku, Tokyo seems to be a factor contributing to the upward revision of revenue. The sale amount is expected to be more than 10% of the revenue for the fiscal year ending September 2024, and property handover is scheduled for March 2025.

Iseka <4107>: 29,320 yen (+3,110 yen)

Significant rebound. An upward revision of the business and Dividends forecast was announced last weekend. The operating profit for the fiscal year ending December 2024 has been raised from the previous forecast of 6.8 billion yen to 7.7 billion yen, a 45.4% increase year-on-year, as the international price of iodine has remained above expectations and the yen's depreciation in the foreign exchange market has also contributed to the upward revision of performance. Consequently, the annual Dividends have been raised from the original plan of 320 yen to 360 yen, an increase of 90 yen compared to the previous period.

Revolio <8894>: 490 yen We -

There is a stop-loss sell indication. The delayed financial results for the fiscal year ending October 2024 were announced last weekend. Operating profit is 0.33 billion yen, having turned from a loss of 0.41 billion yen in the previous period to a profit, but the revised figure of 0.43 billion yen announced on October 16 is expected to be lower. Furthermore, for the fiscal year ending October 2025, a loss of 0.79 billion yen is forecasted, indicating a fall back into the red again. Although revenue is expected to increase significantly due to WeCapital's consolidated contribution, it seems that the amortization expenses of goodwill incurred during consolidation will become a burden. It is also expected that operating income such as interest payments will worsen.

Syns <290A>: 671 yen (+29 yen)

Significant continued rise. On the 23rd of today, the company announced the launch completion of its sixth small SAR satellite from the StriX series. The sixth unit was launched by the USA's Rocket Lab's Electron rocket from a launch site on the Mahia Peninsula in New Zealand at 11:17 PM JST on December 21, 2024. It appears that the launch was successful as planned, and communication for testing functioned normally, confirming that it is controllable. The company operates a satellite constellation through the development and manufacturing of small SAR satellites and related systems, and is engaged in the sale of obtained data and development and sale of solutions.

Blue Innovate <5597>: 553 yen (+30 yen)

Significant continued rise. After the close of trading last week, it was announced that a memorandum of understanding (MOU) regarding a strategic business partnership was signed with Idea <9768>. Through this partnership, both companies aim to develop and provide new solutions utilizing Drone and robotics technology to improve the efficiency of public infrastructure maintenance and disaster response capabilities. Utilizing each other's strengths, they plan to jointly develop new solutions that leverage seamless Drone and robotics technology across water, land, and airspaces, as well as drone port systems. The main solutions focus on plant inspections using Drones, automatic patrol inspections, and power line inspection solutions.

Rentlax <6045>: 756 yen (+34 yen)

A significant rebound. After the market closed last weekend, monthly performance was announced. The handling volume for November is 2.44 billion yen, which is a 15.2% increase compared to the same month last year, and revenue is 0.329 billion yen, showing a 33.8% increase year-on-year, indicating strong performance. Although the monthly results for October were solid, they were somewhat subdued, which may lead to a greater sense of reassurance. The performance-based advertising service business of the closed-type ASP is the main focus.

The translation is provided by third-party software.


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