share_log

新興市場銘柄ダイジェスト:ipsは大幅続伸、アイビスがストップ高

Emerging markets digest: IPS continues to soar significantly, while IBIS hit the daily limit.

Fisco Japan ·  Aug 13 14:08

<194A> WOLVES 818 -58 <7320> Japan Living Guarantee 2819 -31 Stalemate. The financial results of the fiscal year ending June 2024 showed that the revenue was JPY 5.359 billion (an increase of 36.7% compared to the previous year), the operating profit was JPY 1.24 billion (an increase of 67.2% compared to the previous year), the ordinary profit was JPY 1.512 billion (an increase of 48.1% compared to the previous year), and the net income attributable to parent company shareholders was JPY 0.973 billion (an increase of 29.6% compared to the previous year). The annual dividend has been increased from JPY 10 to JPY 15 (annual dividend for this fiscal year is undecided). In addition, the company has announced a medium-term management plan (from June 2025 to June 2027) based on the management integration with Media Sea, which is scheduled to take place on November 1, 2024. However, due to the recent rise in stock prices, the situation has become a stalemate.

Decrease. In June 24th, the revenue was 4.99 billion yen (+7.3% year-on-year growth), operating profit was 0.827 billion yen (+3.0% year-on-year growth), and ordinary profit was 0.8 billion yen (0% year-on-year growth). In the future, the company will aim to expand its business scale through both the establishment of hospitals and business succession/M&A, and strengthen research and development activities for drug discovery and commodity related to animal medical care utilization of the clinical foundation possessed by the Group, and promote the creation of new sources of revenue other than clinical animal medical care, and it is expected that ordinary profit for the June 5th period will increase by 10.9% from the previous year to 0.888 billion yen, but buying precedes and the upward trend is heavy.

<3625> Tech Farm 513 +44 Marked rebound. Good material for the financial results for the year ending June 2024. Sales for the June 2024 period were JPY 5.072 billion, operating profit was JPY 0.239 billion, ordinary profit was JPY 0.261 billion, and net income attributable to parent company shareholders was JPY 0.155 billion, all exceeding the expected values. The sales and profits have been steadily improving due to the increase in development projects in the ICT solutions business. In addition, the exchange gains in the cross-border distribution platform business in the fiscal year exceeded expectations, resulting in higher-than-expected ordinary profits and net income attributable to parent company shareholders for the full year.

<9343> Ibis 3445 +502 <5597> Blue Inove 845 -37 <4390> ips 1979 +218

<3625> Techfam 513 +44.

A significant rebound. Good news for the performance of fiscal year ending June 2024. Sales of 5.072 billion yen, operating profit of 0.239 billion yen, ordinary profit of 0.261 billion yen, and net income attributable to shareholders of the parent company of 0.155 billion yen were above the expected value. Sales and profit have been progressing smoothly, thanks to the growth in development projects in the ICT solution business. In addition, due to exchange rate gains in the cross-border distribution platform business for the fiscal year, both ordinary profit and net income attributable to shareholders of the parent company exceeded expectations.

<9343> Ibis 3445 +502

Stop trading high. The upward revision of the full-year earnings forecast and the revision of the year-end dividend forecast (increase in the dividend) have been well received. Sales are up 11.5% to 4.794 billion yen, and operating profit is up 22.2% to 1.164 billion yen. The performance of subscription (app billing) in the mobile segment is well above initial expectations, and the anticipated benefits of the weaker-than-expected exchange rate for overseas sales are among the reasons. The year-end dividend forecast for this period has also been revised upward to 40 yen per share (a 10 yen increase from the previous forecast).

<5597> Blue Innové 845 -37.

Marked decline. After the close of the 9th trading day, downward revisions to the results for the second quarter of the fiscal year ended December 2024 and the full-year forecast were announced, and sales triggered by this announcement have occurred. For the Q2 of FY December 2024 (interim period), sales were 472 million yen, with operating loss of 262 million yen, ordinary loss of 260 million yen, and interim net loss of 262 million yen. The forecast for the full year of FY December 2024, which was announced in conjunction with this, has been revised downward from the previous forecast of a loss of 0.052 billion yen to a loss of 0.26 billion yen to 0.36 billion yen (the loss in the previous year was 0.299 billion yen), and the expected loss has widened.

<4390> IPS 1979 +218.

Significantly rising. After the close of trading on the 9th, it was well received by raising its financial estimates for the second quarter (cumulative) of the fiscal year ending March 2025. In addition to recording exchange gains as non-operating income, the international communications business is doing well due to the expansion of PDSCN-related services, and progress in line with plans can be expected in the domestic communications business and medical and healthcare business, and it is said that the financial estimates announced on May 10th, 2024 will be revised upward. However, the full-year forecast is currently unchanged.

The translation is provided by third-party software.


The above content is for informational or educational purposes only and does not constitute any investment advice related to Futu. Although we strive to ensure the truthfulness, accuracy, and originality of all such content, we cannot guarantee it.
    Write a comment