share_log

注目銘柄ダイジェスト(前場):NSSOL、マルハニチロ、アイズなど

Hot stocks digest (morning session): NSSOL, Maruha Nichiro, AIZU, etc.

Fisco Japan ·  Aug 27 10:55

Kitts <6498>: 1027 yen (-5 yen)

If you don't want to lower it, it fits well. It was announced that stock sales of 4.28 million900 shares with Sumitomo Mitsui Banking Corporation, Mitsubishi UFJ Trust Bank, and Mitsubishi UFJ Bank as sellers will be implemented, and sales of 0.64 million2100 shares due to overallotment will be implemented, and the sales price determination period is 9/3 to 6. Meanwhile, it was announced that it will acquire 3.3 million shares, which is 3.67% of the number of issued shares, and treasury stock up to 3 billion yen. The purpose is to mitigate the impact on supply and demand associated with sales and improve capital efficiency. There is also a view that the immediate deterioration in supply and demand due to sales will ease.

Maruha Nichiro <1333>: 3053 yen (-146 yen)

A sharp decline. Stock sales of 3.25 million8100 shares and implementation of sales due to overallotment with an upper limit of 0.48 million8700 shares have been announced. The sellers are 8 financial institutions with major shareholders, such as Tokio Marine & Nichido, Norinchukin Bank, Sompo Japan, and Mizuho Bank. It is seen as part of a review of shareholding relationships. Sales prices will be determined during the period from 9/3 to 5. It seems that a sense of caution against the imminent deterioration in supply and demand is ahead.

NSSOL <2327>: 4010 yen (+405 yen)

Significant continued growth. According to the mass holding report submitted the day before, it became clear that 3D Investment, an investment fund based in Singapore, is a major shareholder holding 5.00% of the shares. The purpose of ownership is to provide advice to management and make important proposals according to net investment and circumstances. Starting this year, 3D Investment has proposed privatization of shares to Fujisoft, Tohokushinsha, etc.

KHC <1451>: 850 yen car -

Stop buying at a high price. First Juken announced that it will implement TOB with the intention of making it a wholly owned subsidiary of the company, and the company recommends applying for TOB. The TOB price is 1127 yen, which is a high premium of 61% compared to the previous day's closing price, and movements aimed at moving towards TOB prices are becoming active. Note that the TOB period is from 8/27 to 10/9.

FIG <4392>: 363 yen car -

Stop buying at a high price. It has been announced that it has been decided to introduce the AMR “WILL-FA,” a transport robot developed by the group company REALIZE, to Rapidus' new semiconductor plant aiming to domestically produce cutting-edge logic semiconductors. This is a device that promotes automation of inter-area transport operations for material/component containers, and it seems that expectations for future development capabilities are growing in response to adoption by Rapidas, which has a high level of attention.

Shikaku <7049>: 616 yen (-7 yen)

The whereabouts. After the transaction ended on the 26th, it was announced that a sales partner agreement was signed with Cloud Circus, which is a consolidated subsidiary of Startia Holdings and handles digital marketing business. Comprehensive implementation and utilization support is provided by utilizing the Cloud Circus MA tool “BowNow” and the management know-how of the Shikaku marketing organization. Thus, efficient and effective marketing activities were realized, and the growth of small and medium-sized enterprises was supported. Startia Holdings continues to grow, but the response to stock prices has been limited.

VALUENEX <4422>: 772 yen (-8 yen)

The whereabouts. After the end of trading on the 26th, revisions to the full-year earnings forecast for the fiscal year ending 24/7 were announced, and sales have become dominant. Sales for the fiscal year ended 2014/7 were 0.786 billion yen, which is expected to increase 1.8% from the previous forecast, but it seems that they are disgusted that consolidated ordinary income was revised 90.2% downward from 0.06 billion yen previously forecast to 0.005 billion yen. The reason is that although cost reduction effects are anticipated domestically, the cost of foreign currency debt due to a decline in sales and the depreciation of the yen is increasing, and although sales are expected to increase in the United States, costs such as human resource investment are increasing.

Eyes <5242>: 2,327 yen (+400 yen)

The stop is high. The advertising industry platform “Media Radar,” which operates it, announced that it has obtained a patent (Patent No. 7541738) relating to the “lead bidding function” as of 24/8/21. This is the second patent acquisition following the “segment disclosure function” acquired in 24/5. Media Radar is a search site for the advertising industry that connects marketers and advertising agencies with media companies and marketing service companies. It has obtained No. 1 in terms of “awareness,” “adoption rate,” and “usage rate” among advertising/marketing/PR workers.

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