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新興市場銘柄ダイジェスト:レナサイエンスは大幅続伸、バリューCが一時ストップ高

Emerging Markets Digest: Renascience continues to soar, temporarily hitting the limit up for Value C.

Fisco Japan ·  Jul 4 03:20

<9238> Value C 1270 +262

Temporarily halted. Today, it was announced that we will form a business alliance with Phil Company, and we have attracted buyers. Through this business alliance, it will be possible to provide users who hope to utilize properties that have been limited in their usage policy due to conditions such as small or deformed land, or those far from stations, with choices that were not available before by utilizing the knowledge of both parties after dismantling the properties, and the aim is to provide dismantling services at appropriate prices.

<4177> i-plug 1298 -23

Continued decline. On the 3rd, the major KPIs (preliminary report) for June of the new graduate offer-type job hunting service "OfferBox" were announced. The early fixed-price order amount decreased by 12.3% compared with the same month of the previous year to 535 million yen, and the success fee type decreased by 25.0% to 93 million yen. The fact that both services had a decrease in order amount is still causing concern.

<4431> Smart Register 2339 +71

Rebound. After the end of trading on the 3rd, the monthly registered store number trend for June was announced, which is considered to be good news. The number of paid plan registered stores for cloud POS register "Smart Register" using tablets such as iPad increased by 530 stores compared to the previous month, totaling 36,833 stores. It seems to be well received that both the number of paid plan registered stores and active stores (including free plans) have been increasing for the past 6 consecutive months compared to the previous month.

<4891> Tim's 244 +7

A significant bullish trend has been observed since the company announced that it had signed a worldwide exclusive implementation license agreement with Hokkaido University for the intellectual property rights of candidate therapeutic agents for spinal cord injuries owned by the university. Through an option agreement signed with Hokkaido University in July 2022, the company obtained the opportunity to develop TMS-010 as a candidate therapeutic agent for spinal cord injuries. The amount of expenditure for the current fiscal year (one-time payment and annual fee for the current fiscal year) based on this agreement is included in the expected amount of research and development expenses for the fiscal year ending February 25, 2024, which was announced on April 12, 2024.

<4889> Renaissance 365 +21

A significant bullish trend has been observed since the company announced an upward revision to its earnings. The company has raised its revenue for the 2025 fiscal year from 90 million yen to 150 million yen, and its ordinary loss from a deficit of 275 million yen to a deficit of 257 million yen, and it is expected that the deficit will be reduced. The reason for the revision is that Eirion Therapeutics, Inc. in the United States, which has licensed the exclusive implementation rights for the skin disease treatment RS5441 (topical and oral medication), has started Phase I clinical trials (topical medication), and the company is scheduled to receive a milestone payment of $100,000.

<3300> AmbiDX 1040 +41

Rebound. It was announced that a proof of concept (PoC) was started with the real estate DX service "AMBITION Cloud" and Dentsu Digital's generated AI sales DX service "∞AI Chat for Sales", which is considered to be good news. The conversational AI summarizes the conversation of users searching for a room through chat, and generates a persona based on large-scale survey data that listens to consumer values ​​by Dentsu. Based on this, the online AI ​​creates a medical record for each user to support from introducing new properties to contracting.

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