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新興市場銘柄ダイジェスト:ヘリオスは大幅反発、コラボスが急騰

Emerging markets stock digest: Helios surged significantly, Colabos soared.

Fisco Japan ·  Oct 3, 2024 14:25

<7047> Port 2162 +66

Rebound. The progress of promoting DX employment in local governments and local companies is being considered a positive factor. The company has been progressing with the joint project 'DX Employment in Local Governments and Local Companies' with Change Holdings, and it is reported that the number of orders from local governments and the revenue from local companies are performing well. For the fiscal year ending March 2025, the company is already expecting support records from 38 local governments, showing a +22% increase from the previous year's same period. Additionally, the revenue from talent acquisition support for local companies (excluding Kanto and Kinki regions) is expected to increase by +101% (approximately double) for the cumulative total from April to September of the fiscal year ending March 2025.

<7409> AeroEdge 1850 -4

Decline. They announced the start of decarbonization verification using a scientific approach with the British startup Neutreeno Inc. founded by Cambridge University, which initially rose but is being pressured to sell. Based on Neutreeno's scientifically based approach, they aim to improve the accuracy of greenhouse gas emission calculations and quantify the quality, transparency, and visibility of data in the supply chain. Neutreeno conducted an initial verification of greenhouse gas emissions using advanced digital systems aimed at decarbonization.

<4375> Safie 785 +14

Rebound. It was announced that cloud cameras have been adopted and started to be used in the Adventure World operated by Hours. While cameras have been used in various locations within Adventure World mainly for safety and security purposes, the traditional on-premises setup limited video verification to the server room only, posing challenges such as lack of real-time video verification in emergencies. Furthermore, considering scenarios like hardware failures, maintenance, and handovers, they decided to introduce cloud management to reduce the workload.

<3900> Cloud W 1280 -11

Stalemate. Announced business alliance with Ashikaga Bank and aims to solve issues related to promoting regional companies' DX through direct matching service for IT talent 'Tech Direct'. 'Tech Direct' has over 0.02 million freelance IT professionals registered, enabling flexible operation requests within companies' budgets. It is a suitable hiring method for companies that want to advance DX with limited budgets, as it allows them to acquire talent more cost-effectively than through agents.

<3908> Collabos 353 +44

Sharp rise, hitting a new high for the year. After the close of trading on the 2nd, an upward revision of the earnings forecast for the second quarter and full year of the fiscal year ending March 2025 was announced, which is being viewed positively. Although sales are expected to fall below the previous forecast, the final profit in the cumulative second quarter of the fiscal year ending March 2025 was revised from an initial forecast loss of ¥43 million to a profit of ¥63 million, and the full-year final profit was revised 13 times from the initial forecast profit of ¥10 million to a profit of ¥13.03 billion. The progress made in the cost reduction of outsourcing expenses and the reallocation of appropriate management resources ahead of schedule, as well as gains from the sale of affiliate companies, are contributing factors.

<4593> Helios 220 +7

Marked recovery. It announced the decision to carry out conditional and time-limited approval application for the treatment of acute respiratory distress syndrome (ARDS) in Japan. Based on the favorable results of Phase 2 trials completed in Japan and conducted in the US and UK, as well as the decision to conduct the REVIVE-ARDS trial as a verification trial, it was decided to apply for conditional and time-limited approval in Japan. As a result, the Phase 3 trial in Japan, for which a clinical trial plan application had been submitted, is no longer necessary and is scheduled to be canceled. Preparation for the start of a global Phase 3 trial in the USA is also underway, and details will be disclosed as decisions are made.

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