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新興市場銘柄ダイジェスト:ロボペイは急反発、yutoriがストップ高

Emerging Market Stock Digest: RoboPay rebounds sharply, Yutori hits limit up.

Fisco Japan ·  Aug 6 14:12

<4374> RoboPay 2215 +422

Rapid rebound, momentarily hit the limit up. The introduction of Weed's "SubscPay Professional" has been well received after the publication of a case study. SubscPay Professional is a customer management and automatic billing cloud specialized in subscription business, which has various functions such as automatic collection and real-time analysis of customer lifecycles, including contract content, purchasing tendencies, and usage. By consolidating customer management and payment processing into one cloud, indirect costs can be reduced and more time can be devoted to productive work.

<4177> i-plug 982 +51

The stock is rebounding. It has been viewed favorably since the announcement of the major KPI (preliminary report) for OfferBox, a new graduate offer-type job hunting service, in July 2024. The total early set-price orders for the month were 0.48 billion yen, a 42.0% increase from the same month of the previous year (cumulative total of 2.497 billion yen, up 40.6% from the same period the previous year). The number of early set-price orders has been significantly higher than the same month in the previous year, both monthly and cumulatively. However, the decision to reduce the volume of success-based orders in both monthly and cumulative terms compared to the same period the previous year was due to the fact that many of the decisions were for the early set-price acceptance quota.

<9166> GENDA 1610 +300

Significant rebound, limit up. The IR explaining the details of the public offering announced on July 16, 2024 seems to have been well received. The reason for the public offering was to dispel the greatest concern from the market, which is dilution of share value, and to enter a system to execute the ever-increasing M&A pipeline with the strengthening of sourcing power after listing, which was possible while minimizing dilution of share value. Additionally, they aim to strengthen their financial structure and improve their borrowing balance, including corporate bonds, in order to improve liquidity of shares.

<4593> Helios 162 +26

Significant rebound. They announced the start of subject enrollment for clinical trials targeting macular hole using iPS-derived retinal pigment epithelial cells (HLCR011), which is considered good news. While jointly developing a therapeutic method using HLCR011 with Sumitomo Pharmaceuticals, the first subjects were enrolled in the phase 1/2 trial targeting macular holes at Kyushu University Hospital. After a certain period of observation, if there is no safety issue, we plan to move on to the randomized phase.

<3914> JIG-SAW 3915 -135

Steep decline. Sales revenue for the second quarter ended December 2024 was JPY 1.74 billion (an increase of 9.7% from the same period last year), operating profit was JPY 0.385 billion (an increase of 13.7% from the same period last year), and ordinary profit was JPY 0.393 billion (an increase of 16.5% from the same period last year), but it is under selling pressure after rebounding. With respect to the full-year performance forecast, the situation is such that the highest sales revenue in history is expected to be achieved due to the strong trend; however, there are many uncertain factors related to the expansion of the Data Control business and the global iot business and business investment, making it difficult to prepare a fair and reasonable performance forecast, and therefore it is not disclosed.

<5892> yutori 1459 +300

Limit up. After the close of trading on the 5th, the monthly KPI was announced and well received. Sales revenue in July was up 127.5% from the previous year. In addition to continued growth from "HTH", "F-LAGSTUF-F" had increased sales and the "nemne2way yukata 3-piece set" from "nemne" was performing well. The number of Instagram followers, especially for "PAMM", showed significant growth, increasing by a total of 0.028 million. It was also announced that heart relation, which plans and operates the lifestyle brand "Her lip to" and others, would become a subsidiary.

The translation is provided by third-party software.


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