大幅反発。11日の取引終了後、生成AI関連開発のエンジニア集団であるLangCoreの株式を取得し連結子会社化することを発表し、好材料視されている。取得価額は4億円。LangCoreの子会社化により、同社における生成AI技術力の更なる向上と開発案件の拡大や生成AI SaaSの新規開発などのシナジーを早期に創出し、両社の短期的な収益向上が実現されるとともに、中長期的な事業拡大も見込まれるとしている。<7373> Idomahd 1614 +12
Stalemate. After announcing the performance for the fiscal year ending August 2024 at the end of trading on the 11th, it started to rise and then became a stalemate. The revenue was 10.618 billion yen (+17.2% year-on-year), operating profit was 2.468 billion yen (+11.7% year-on-year), and ordinary profit was 2.468 billion yen (+11.0% year-on-year), showing a solid performance. It has received orders from many small and medium-sized enterprises that require online sales methods in the environment where remote work has become established, primarily focusing on its main service, the Sales Platform Service, and actively promoting the expansion of Work Innovation Business.
<5591> Avilen 1040 +97
Significant rebound. After the close of trading on the 11th, it was announced that LangCore, an engineer group developing AI related to generation, would be acquired and consolidated as a subsidiary, which is viewed as a positive trigger. The acquisition price is 0.4 billion yen. Through the subsidiary of LangCore, it is expected to promptly generate synergies such as further enhancement of the company's generation AI technical capabilities, expansion of development projects, and new development of generation AI SaaS, leading to short-term profit improvements for both companies as well as expected business expansion in the medium to long term.
<4570> Immunobiological Research Institute 505 +80
Trading halt. After the close of trading on the 11th, it was announced that they had acquired a patent in Japan for 'Anti-HIV antibodies and their manufacturing methods', which has been well received by buyers. This patent is granted for new drug candidate substances themselves, and even if the manufacturing methods are different, as long as the manufactured substances are the same, they all fall under the 'substance patent', which is said to have the broadest scope of rights among pharmaceutical patents. The patent has already been examined in China, Hong Kong, and Taiwan, and the patent applications in Europe and the United States are progressing smoothly.
<189A> D&M Company 869 -16
Declined. After the end of trading on the 11th, the performance for the first quarter of the May 2025 period was announced. Revenue increased steadily by 44.1% compared to the same period last year, reaching ¥0.441 billion, while operating profit increased by 18.1% to ¥0.086 billion. The increase in the number of accounts of F&I service's debt buying companies and the sale of large medical-related equipment by C&Br services contributed to this positive performance. In addition, in HR&OS services, preparations are progressing towards expanding outsourcing services, with an expected increase in revenue from the second quarter onward. However, the positive impact on the stock price is limited.
Fan Pep 131 +1
Rebounded. Announced the start of joint research with Shionogi on a new adjuvant for antibody-inducing peptides. This joint research aims to explore a novel adjuvant for antibody-inducing peptides that excel in effectiveness, safety, and convenience by leveraging Shionogi's vaccine development and adjuvant technologies. Shionogi will mainly conduct formulation studies for the new adjuvant, and the company plans to conduct efficacy and safety evaluations in animal tests. The company will bear the costs related to the responsibilities of this joint research, with no changes expected to the research and development expenses forecast for the December 2024 period.
Wantedly 1192 +57
Surged. Announced the consolidated performance for the August 2024 period, which is viewed positively. Although operating revenue was ¥4.722 billion (0.5% decrease from the previous period), operating profit increased by 0.3% to ¥1.594 billion, and ordinary profit increased by 1.0% to ¥1.579 billion. While continuing to develop and improve its main product, "Wantedly Visit," the company is also progressing with the provision of "Engagement Suite." As of the end of August 2024, the number of registered corporate users for Wantedly Inc is 420,000 companies, and the number of registered individual users is 4.09 million people, expecting around a 5% increase in revenue for the August 2025 period.
