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注目銘柄ダイジェスト(前場):日新薬、CYBOZU、資生堂など

Hot stocks digest (morning session): Nisshin Pharmaceutical, CYBOZU, Shiseido Company,Limited Sponsored ADR, etc.

Fisco Japan ·  Sep 24 22:37

Nissin Pharmaceutical <4516>: 3830 yen (+442 yen)

Significant continued growth. It has been announced that J&J has obtained manufacturing and sales approval for “Yuvanci combination tablets,” which are a combination of the endothelin receptor antagonist macitentan 10 mg and the phosphodiesterase 5 inhibitor tadalafil 40 mg, as an effect or effect. Movements that positively accept the spread of developments in fields related to pulmonary hypertension, which are positioned as one of the areas of focus, are leading the way.

Shiseido <4911>: 3786 yen (+226 yen)

Significant continued growth. Additional monetary easing measures were announced one after another in China the day before. In addition to suggestions for additional interest rate cuts, support measures for real estate and stock markets have also been launched. It seems that the Chinese economy is expected to buoyant due to the effects of these measures. Buying is ahead of Chinese-related stocks in the US market, and Estée Lauder rose by over 6%, leading to stimulus for the company. Also, today, a wide range of China-related products such as Saizeriya, Yaskawa Electric, Tsugami, and Nippon Paint are being bought.

Advantes <6857>: 6618 yen (+303 yen)

Significant continued growth. SMBC Nikko Securities has upgraded investment decisions from “2” to “1,” and the target stock price has also been raised from 5600 yen to 7900 yen. Earnings forecasts were revised upward, and operating income for the fiscal year ending 25/3 was 141 billion yen, which is higher than the company plan of 138 billion yen, and it seems that the fiscal year ending 26/3 will also be raised from the previous 139 billion yen to 195 billion yen. While expectations for SPE and semiconductors have been revised downward, it is expected that it will be positioned as an escape route. It seems to be attracting attention because AI expectations are becoming apparent as actual performance contributions.

CYBOZU <4776>: 1923 yen (+169 yen)

Massive backlash. It has been announced that 3 million shares, which is 6.3% of the number of issued shares, and treasury stock up to 3 billion yen will be acquired. The acquisition period is from 10/1 to 12/24. The acquisition purpose is to proceed with the restructuring of the capital structure and implement flexible capital policies in response to changes in the business environment. Expect an impact on supply and demand due to high levels of share buybacks in a short period of time. In addition, monthly trends for August have also been announced, and it looks like the steady trend will continue.

Sugi HD <7649>: 2608.5 yen (+155.5 yen)

Massive backlash. Financial results for the first half of the year were announced the day before. Operating income was 20.3 billion yen, up 17.3% from the same period last year, and 11.7 billion yen was 11.7 billion yen, up 22.8% from the same period, and the profit rate expanded. It also surpassed market expectations by just over 0.5 billion yen. The gross profit margin on product sales continues to improve, and it seems that the situation covers increases in SG&A expenses, etc. The full-year plan of 40 billion yen, a 9.2% increase from the previous fiscal year, remains unchanged, but upside accuracy seems to be increasing.

Grand <3261>: 734 yen car -

Stop buying at a high price. It was announced on the morning of the previous day that a new shareholder benefit system would be established, and it continues to be viewed as a purchase material. Every year at the end of June and the end of December, a QUO card worth 0.03 million yen (0.01 million5,000 yen at the end of June, 0.01 million yen at the end of December) is presented to shareholders holding 500 shares or more per year. Along with gratitude to shareholders, the purpose is to have them deepen their understanding of the company group's business details, increase investment attractiveness in the company's shares, and have more people hold them over the medium to long term.

Jake <7073>: 2,259 yen (+124 yen)

Significant backlash. It has been announced that the number of nationally qualified career consultants registered on the career interview platform “Kakedas” operated by group companies has surpassed 3000. It is said that the background is growing demand for career consultants from companies and governments. The number of career consultants in operation has also increased, and it is said that the number of interviews on the same platform exceeded 580% in August compared to the same month last year.

INTLOOP (9556): 5210 yen (+225 yen)

The price has been high since the beginning of the year. A capital and business alliance has been signed with IDEIN (Idein, Chiyoda-ku, Tokyo), which handles the development and operation of edge AI platforms, etc., and it has been announced that they will collaborate in the edge AI field. Intloop will acquire IDEIN's Class C preferred stock 0.14 million8957 shares through third-party allotment. The acquisition price is approximately 0.3 billion yen. It is said that it will build an ecosystem to promote the use of corporate edge AI and contribute to the promotion of digital transformation.

Disclaimer: This content is for informational and educational purposes only and does not constitute a recommendation or endorsement of any specific investment or investment strategy. Read more
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