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新興市場銘柄ダイジェスト:セキュアは大幅反発、ベースフードがストップ高

Emerging Markets Stock Digest: Dai Security rebounds significantly, Base Food hits limit up.

Fisco Japan ·  Oct 18 14:25

<4264> Secure 1840 +172

Sharp rebound. It has been announced that the sale of the AI detection and notification platform 'SECURE AI BOX Lite' will be started. 'SECURE AI BOX Lite' is an advanced detection platform that detects objects such as people and vehicles using AI-powered algorithms. It is a simplified version of the 'SECURE AI BOX' released in February, reducing the number of channels from 8 to 4 and narrowing down functions to cut the price in half. By reducing the introduction cost and providing surveillance viewers for free, the aim is to expand the adoption among small businesses.

<2936> Basic Food 361 +80

The stock price hit the daily limit. On the 16th after the trading ended, it was revealed that Makoto Maki, the President of Melco Holdings under the "Buffalo" brand, has newly exceeded 8% shareholding in the company's stock, causing a significant increase on the 17th, and it is also being bought today. According to the large shareholding report, his ownership percentage is 8.36%, and the purpose of ownership is stated as "holding as a stable shareholder".

<4014> Body Notes 522 +1

Slight rebound. After the close of trading on the 17th, a medium-term management plan - business plan and matters related to growth potential - was announced, which has been well received. Targeting a revenue of over 5 billion yen for the fiscal year ending July 2028 (actual performance in the fiscal year ending July 2024 was 2.19 billion yen), operating profit of over 1.5 billion yen (0.1 billion yen in the same period), and aiming for an operating margin of 30% (4.6% in the same period). In addition, considering the impact of the cancellation of M&A and revising the strategy, the plan for structural reforms has been postponed by one year for the expansion of corporate value, in order to meet the listing criteria of the TSE Prime Market, etc, are set as management goals.

<4262> Nifty Life 890 +33

Rebound. It has announced the start of collaboration between its Data Feed Optimization service "DFO" and NTT Docomo's new online shopping service "d Point Market," which is viewed positively as good news. With the collaboration starting, creating and posting product data feeds for "d Point Market" has become easier and smoother, allowing for efficient operation. Furthermore, by using their "DFO" service, internal adjustments, system development, and other tasks related to creating and operating data feeds in-house become unnecessary, leading to reduced workload, cost savings, and shortened implementation periods.

<6696> Trace OP 439 +80

Trading at the daily limit up. After the close of trading on the 17th, CELDIS, a digital signage platform by SOFTBANK subsidiary STATION Ai, was introduced to the largest domestic open innovation facility operated by STATION Ai, receiving positive feedback. To further address the growing demand for digital signage, leveraging the company's expertise in IoT technology developed over the years and its extensive networks both domestically and internationally, they are expanding the deployment of CELDIS.

<4576> DWTI 70 -1

Temporarily surged. They announced the signing of a joint research agreement aimed at the research and development of a new therapeutic drug related to glaucoma surgery in collaboration with the University of Tokyo. The primary treatment for glaucoma involves the administration of eye drops, however, if eye drops are ineffective or depending on the progress, laser therapy or glaucoma surgery may be performed. Glaucoma surgery not only carries the risk of serious complications postoperatively but also does not guarantee sufficient efficacy. The company, together with Professor Atsushi Miyajima from the Institute of Quantitative Biosciences at the University of Tokyo and Professor Hajime Aihara from the Graduate School of Medicine at the university's Department of Ophthalmology, are conducting joint research aimed at the development of a groundbreaking new eye drop for glaucoma surgery.

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