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注目銘柄ダイジェスト(前場):古河電工、フロンティアM、アスタリスクなど

Hot Stocks Digest (Morning Session): Furukawa Electric, Frontier M, Asterisk, etc.

Fisco Japan ·  Jan 6 10:40

Amiyaki <2753>: 1,682 yen (+62 yen)

Massive backlash. Today, we are announcing financial results for the 3rd quarter. Cumulative operating income was 1.92 billion yen, up 39.5% from the same period last year, and is progressing smoothly against the unchanged full-year plan of 2.72 billion yen, an increase of 22.4% from the previous fiscal year. High profit growth continued in the 10-12 fiscal year, with a 32.9% increase of 0.57 billion yen. It looks like they will achieve an increase in profits in each segment, such as the yakiniku business, yakitori business, restaurant business, etc.

Suzuki <7269>: 1888.5 yen (+98.5 yen)

Massive backlash. Since the beginning of the year, Maruti Suzuki's stock price has risen drastically, and it seems that it is viewed as buying material. Maruti Suzuki's passenger car sales volume in December showed a strong trend, with a 24% increase from the same month last year, and it seems that stock prices are high. Also, it seems that it is attracting attention as an automobile stock that is less likely to be affected by changes in the business environment under the US Trump administration. Furthermore, it is also reported that they have clarified the policy of announcing a new medium-term management plan in February.

Frontier M <7038>: 763 yen (+47 yen)

Massive backlash. Frontier Capital, a consolidated subsidiary, has announced that Eagle Invesco, which owns all shares of HobbyLink Japan, will become a subsidiary. Hobby Link is a toy retailer that mainly handles models, plastic models, and figures, and sells them to overseas customers through the internet. It also seems that they have a stable customer base as the oldest player in the industry. Operating profit for the most recent period is at a level of around 0.7 billion yen, and it looks like an impact on earnings is also expected.

Nippon Steel <5401>: 3165 yen (-17 yen)

decline. It is reported that US President Biden has issued a cancellation order against the company's US Steel takeover plan. There also seems to be a judgment that “there is a possibility that actions will be taken that may damage the national security of the United States.” The company's policy is to file lawsuits, but the probability that they will be forced to change the scheme is increasing. In addition to being an anticipated situation, it also led to a recession in short-term financial risks, and although there was no major reaction, it seems that uncertainty about medium- to long-term strategies is being recognized.

Furukawa Electric <5801>: 7131 yen (+446 yen)

Massive backlash. It is reported that the Japanese public and private sectors will advance customer development in the United States with high-speed optical communication technology. Companies that want to sell products in the US will also be publicly solicited in the spring, support part of local demonstration facility construction costs, and capture demand from giant tech companies that promote data center investments, etc., and aim to expand the Japanese market share in the US. It seems that the expansion of related products such as optical fibers is expected for electric wire stocks such as the company.

Asterisk (6522): 570 yen (+80 yen)

The stop is high. It continues to be announced that a unique two-dimensional code “AsCode” was developed after the transaction ended on 24/12/27, and it is viewed as good news. We have developed a unique two-dimensional code “ASCode” that can be easily read by image recognition using a smartphone camera and a dedicated reading decoder that can hold the required amount of information. It is said that various information management, which was difficult with barcodes, will be possible with smartphones. The company and its subsidiaries are scheduled to be introduced at exhibitions to be held in Japan and the US, which are scheduled to be exhibited in January and March '25.

Allied Arche (6081): 160 yen (-2 yen)

Continued decline. After the transaction ended on the 30th, debt abandonment and settlement method changes to consolidated subsidiaries were announced and sold. Liquidation procedures for SUPERFACTION PTE.LTD., which is a consolidated specific subsidiary, are proceeding, but it was determined that claims against the company, which is currently in a state of excessive debt, would be difficult to collect, and claims to the consolidated specific subsidiary were abandoned. The debt waiver amount is 1.855 billion yen, of which 1.499 billion yen has been recorded as a full loan loss, so 0.356 billion yen, which is the difference, is planned to be recorded as an extraordinary loss as an affiliated company debt abandonment loss in individual accounts.

Fandelie <3137>: 300 yen car -

Stop buying at a high price. The introduction of a shareholder benefit system was announced after the transaction ended on the 30th, and purchases that were well received have taken precedence. Meal coupons (3000 to 0.01 million yen worth 5,000 yen) that can be used with the domestic high-brand cold food “season soon,” which is the company's service, are presented to shareholders holding 100 shares (1 unit) or more of the company's shares described or recorded in the shareholder register on 3/31 (reference date) every year, depending on the number of shares held. It is said that a shareholder benefit system will begin for shareholders listed or recorded in the shareholder register as of 25/3/31.

The translation is provided by third-party software.


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