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注目銘柄ダイジェスト(前場):メルカリ、イトーキ、クラウドWなど

Hot stocks digest (morning session): Mercari, Itochu, CloudW, etc.

Fisco Japan ·  Nov 5 21:37

Itohki<7972>: 1,606 yen (+146 yen)

Marked rise. The company announced third-quarter financial results the previous day, with cumulative operating profit reaching 7.81 billion yen, an increase of 8.7% compared to the same period last year, turning from a 2.0% decrease in the first half to an increase. The full-year forecast remains at 10 billion yen, a 17.3% increase from the previous year. The workplace business sales are performing well, coupled with a decrease in logistics costs contributing to increased earnings. As for the third-quarter cumulative performance, both revenue and operating profit have reached record highs.

Konica Minolta<4902>: 652.1 yen (-16.6 yen)

Decline. The company announced second-quarter financial results the previous day, reporting an operating loss of 0.3 billion yen for the July-September period, following a loss in the first quarter. This fall below the market expectation of around 1.5 billion yen in profit is attributed to the expansion of structural reform costs. The full-year forecast has been revised downward from the previous 13 billion yen profit to a 14 billion yen loss, incorporating additional structural reform costs and impairment risks. In addition, the company announced the transfer of shares from a genetic testing company in the USA. While progress in structural reform is positive, there is increasing uncertainty about future growth prospects.

Gree<3632>: 436 yen (-29 yen)

Significant drop. The company announced first-quarter financial results the previous day, recording an operating loss of 0.13 billion yen, a significant deterioration from the 1.42 billion yen profit in the previous quarter. Although no full-year forecast has been disclosed, market consensus predicts a profit of around 6 billion yen, making the unexpected sluggish start noticeable. Aside from the underperformance of existing titles, the lack of contribution from new titles, and the deteriorating investment business performance due to valuation losses.

Taishin KHK<6962>: 557 yen (-57 yen)

Marked decline. The interim financial results were announced the day before, with operating profit increasing by 1.6% year-on-year to 0.92 billion yen, maintaining a steady progress towards the full-year plan of 1.5 billion yen, a 29.8% decrease from the previous year. However, the first quarter's 0.58 billion yen saw a decline from the 12.8% increase year-on-year, suggesting limited positive impact. Furthermore, due to the recognition of exchange losses, ordinary income has turned from a profit of 1 billion yen in the first quarter to a deficit of 0.08 billion yen in the first half.

Mercari <4385>: 1851 yen (-320.5 yen)

Significant decline. The company announced the first quarter financial results the previous day, with core operating profit at 4.1 billion yen, a decrease of 13.1% year-on-year, nearly 1 billion yen below market expectations. The company is progressing generally as planned under the plan of focusing on the second half. The full-year plan is 22-25 billion yen. However, it seems that both the growth rates of Marketplace and US GMV are below expectations. The former is experiencing a slowdown in revenue growth each quarter, while the latter is seeing an increase in the rate of decline.

Cloud W <3900>: 1547 yen (+199 yen)

Marked increase. The company has disclosed that it will enhance its shareholder benefit program, presenting QUO card worth 0.01 million yen to shareholders who hold 300 or more shares for over a year. The reference date is the end of December 25. It was already announced in August that as part of the 10th anniversary commemoration of listing, shareholders who hold 300 or more shares as of the end of December 24 (with no specific holding period) will receive a QUO card worth 0.015 million yen. The operating profit forecast for the September 25 fiscal year is set at 1.608 billion yen, a 20.0% increase from the previous year. The operating profit for the September 24 period was a 16.2% increase to 1.34 billion yen.

Ribomic <4591>: 90 yen (+10 yen)

Significant increase. It has been announced that in the early phase 2 clinical trial of a therapeutic drug targeting pediatric patients (5-14 years old) with cartilage imperfection syndrome, a remarkable effect (increase in growth rate) was confirmed in the low-dose subcutaneous administration group. Out of the 6 participants who completed the trial, 5 have transitioned to a long-term low-dose administration trial, continuing to evaluate the effectiveness and safety of the investigational drug. In addition, the high-dose subcutaneous administration trial has completed registration for 7 participants, with administration started in 4 participants, and the results are expected to be revealed in September next year.

Finatext <4419>: 888 yen (+23 yen)

After a rebound for the first time in 5 days. Smart Plus, a group company based in Chiyoda-ku, Tokyo, has announced the addition of a feature that allows spot purchase of investment trust funds using the 'Eikyu Fumetsu Points' of Saison Card/UC Card issued by Credit Saison <8253>, to the online trading service jointly developed with Saison Investment Trust based in Toshima-ku, Tokyo. The unified buying power is 5,000 yen or more, and it is possible to use cash only, Eikyu Fumetsu Points only, or a combination of cash and Eikyu Fumetsu Points.

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