FIG<4392>: 357 yen (+18 yen)
Buy first. MobileCreate, a subsidiary of the group, announced that it will start offering payment services for touch payments such as credit cards and debit cards when boarding domestic public transportation from this summer. It seems that card holders who support touch payments, both domestically and abroad, will be able to use it, responding to the increasing payment needs of inbound customers. Moves to expect an impact on performance are dominant.
D Garage<4819>: 2,484 yen (+183 yen)
Marked increase. The company announced the implementation of a takeover of its own shares the previous day. The company aims to actively return profits to shareholders based on the progress of its business, and will purchase up to 2.2 million shares and 4 billion yen, which is equivalent to 4.64% of the issued shares, with a purchase period from June 24th to January 31st, 2025. The stock price is expected to rebound due to future improvements in supply and demand as it is currently in the low price range. The company also said it expects to have steady earnings this fiscal year, mainly in payment business of the platform solution.
Fujikyu<9010>: 3,130 yen (+321 yen)
Significantly rebounded. Morgan Stanley MUFG Securities has newly rated it as "overweight" with a target stock price of 5,400 yen. As the only listed leisure company in Japan with its own transportation mode, and with its unique business model not yet fully recognized by the stock market due to transforming from an amusement park operation company centered on thrilling roller coasters to a platform company focused on the Mt. Fuji area, it is considered undervalued. It seems to be a judgment with a strong sense of undervaluation based on valuation.
Cybozu<4776>: 2,104 yen (+309 yen)
Marked increase. The company announced an upward revision of its earnings forecast for the fiscal year ending December 2024 on the previous day. Operating profit was raised to 4.12 billion yen, a 21.3% year-on-year increase from the previous estimate of 3.1 billion yen. It is said that the impact of the revision reflected the effect of the price system revision of cloud services as well as cost reductions such as personnel costs. Since the first quarter of the fiscal year had remained 5.8% operating income increase compared to the same period of the previous year, there is a positive reaction from the market.
Japan F<2599>: 2,334 yen K -
Stop-buy indication. JAFHD, a subsidiary of Marubeni, has announced a change in the purchase conditions for the TOB it is implementing. In order to increase the certainty of the TOB, the TOB price has been raised from the previous 1,994 yen to 2,449 yen, and the TOB period has been extended from June 21 to July 8. While the previous TOB announcement had led to a movement to bring the TOB price in line with 1,994 yen, today's movement is aimed at bringing it in line with the new TOB price.
Immune Biochemical Research Institute<4570>: 522 yen (+7 yen)
Still on the rise. AI Bio, a subsidiary of the company, has announced that it has signed an exclusive licensing agreement with SML Biopharm in South Korea to use the antibody gene sequence for severe fever thrombocytopenia syndrome (SFTS) virus as a therapeutic purpose. AI Bio had been exploring early derivation of therapeutic neutralizing antibodies for SFTS virus, which is a tick-borne infectious disease. Although the impact on the financial results for the fiscal year ending in March 2025 is minimal due to the relatively small initial fee made in the licensing agreement, it is expected to contribute to the improvement of the company's mid- to long-term earnings and its corporate value, and this has led to buying interest.
Image Information<3803>: 439 yen (+7 yen)
Rebounding. The stock is being bought after it announced an upward revision of its earnings forecast for the fiscal year ending in March 2025 in the after-hours trading on the 20th. The company significantly revised the final profit and loss for the fiscal year ending in March 2025 from its previous projection of 7 million yen to 75 million yen in profit (compared to a loss of 20 million yen in the previous year). The company said it revised the forecast based on the occurrence of special profits and losses after announcing its earnings forecast on May 15, 2024, as well as a review of the earnings forecast. The company did not disclose its earnings forecast for the first half (April-September 2024).
JDSC<4418>: 726 yen (-37 yen)
Significant decline. The company announced a revision of its earnings forecast for the fiscal year ending June 2024 after the market closed on the 20th. The company sharply lowered operating profit from its previous forecast of 120 million yen to 30 million yen (compared to 68 million yen in the previous year), reversing its outlook for an increase. As a result of strategic alliances such as SCSK's capital business partnership that are expected to contribute to future profit growth and investing in excellent personnel who support profit growth after June 2025 for AI solution business, personnel costs have increased and operating profit fell below expectations.