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新興市場銘柄ダイジェスト:インテグラル、テラドローンが続伸

Digest of Emerging Markets stocks: Integral and Terra Drone continue to rise.

Fisco Japan ·  Dec 25 15:07

<5842> Integral 4305 +105

Significant continuous rise. For the fiscal year ending December 2024, it has been announced that revenue is expected to be 28.1 billion yen and net profit is expected to be 15.9 billion yen. For the fiscal year ending December 2023, revenue was 14.082 billion yen and net profit was 7.574 billion yen. Additional carried interest from the managed fund is expected to be received, with revenue of approximately 9.8 billion yen and net profit of approximately 6.6 billion yen planned to be recorded in the fourth quarter. Integral did not provide financial estimates, indicating that it is affected by market conditions such as stock market and interest rates.

<278A> Terra Drone 2246 +226

Continued rise. A subsidiary based in Malaysia has announced the commencement of integrated pest management aimed at controlling the pest known as the caterpillar in large-scale palm plantations. This is part of providing sustainable and efficient pest control solutions in the Agriculture sector. It will be implemented nationwide in collaboration with several government-related companies and private plantation organizations in Malaysia. By using Drones to precisely spray specialized Agrochemical products, the impact on the environment will be minimized, while also reducing labor costs and waste of Agrochemicals.

<9166> GENDA 2733 +54

A rebound. It has been announced that a subsidiary will acquire 100% of the outstanding shares of Halos, a company engaged in the amusement facility business in Chuo City, Tokyo. The acquisition price exceeds 15% of the net asset amount at the end of the previous fiscal year (for the fiscal period ending January 2024, it is 19.664 billion yen). In addition, after acquiring part of the outstanding shares of Actpro, which operates a foreign exchange currency exchange machine business in Minato City, Tokyo, it will be wholly owned through a simplified stock exchange. The stock acquisition price is 1.574 billion yen. 3.94 shares of GENDA will be allocated and delivered for each share of Actpro.

<3224> G Oyster 683 +100

There is a buy order at the limit of the daily price increase. The year-end Dividends estimate for the fiscal year ending March 2025 has been revised upward from no Dividends to 10.00 yen (the actual result for the previous year-end was no Dividends). This will be the first time for Dividends since its founding. The company has changed its policy regarding Dividends to "establish a payout ratio of 30%, while also planning to distribute a Dividends of about 10 yen per share even if there are significant short-term profit volatility." In addition, it has clarified that it will dissolve the capital and business alliance with Hanwa Co., Ltd. <8078> after determining that the initially expected synergies cannot be generated.

<6081> Allied Architects 159 -18

Significant decline. Due to doubts arising regarding the collection of accounts receivable in the cross-boundary business, it has been announced that an investigation committee including external experts will be established. Upon confirming with employees engaged in the relevant matter, it was found that the revenue recognition had not been conducted appropriately. The internal investigation revealed inappropriate aspects regarding the propriety of revenue recognition and the timing of recognition, leading to a determination that there may be an impact on the performance for the current and previous years.

The translation is provided by third-party software.


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