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注目銘柄ダイジェスト(前場):エイチーム、東京ベース、アイズなど

Hot stocks digest (morning session): Ateam, Tokyo Base, Eyes, etc.

Fisco Japan ·  Dec 3, 2024 22:05

Tokyo Keiki <7721>: 3,570 yen (+215 yen)

Significant continuous rise. Daiwa Securities has released a report on small and medium-sized defense-related stocks, and the company's investment determination is similar to Japan Avio's, newly rated as "2" with a target stock price set at 4,100 yen. Small and medium-sized defense-related companies, which have previously struggled with defense business profitability, are expected to see an increase in orders and profits in the future, supported by the expansion of the defense budget. The company’s main products include radar warning devices for aircraft and inertial navigation systems used on ships, and it is assessed that not only are orders increasing, but the profitability of the orders is also improving.

D.N.A. <2432>: 2,557 yen (+119.5 yen)

Marked increase with year-to-date high. A major figure manufacturer, Good Smile Company, known for series such as 'Nendoroid,' has announced the establishment of a jointly funded company, 'D-Smile.' It is expected to plan and manufacture goods for professional sports teams such as Yokohama DeNA BayStars and Kawasaki Brave Thunders, as well as merchandise related to the company's intellectual properties in manga, anime, gaming, etc. Anticipated growth in business areas is promising.

Tokyo Base <3415>: 309 yen (+23 yen)

Continuing to rise significantly, sandwiched between no change from the previous day. The announcement of November's monthly trends the day before seems to have become a buying point. Same-store sales have increased by 10.7% year-on-year, marking a positive growth after 7 months. Japan saw an increase of 11.3%, while overseas also rose by 2.7%. Domestic retail sales seem to be performing well, with a solid trend in heavy outerwear partly due to the carryover from the previous year, and it appears to have set a record high in monthly sales revenue.

eAteam <3662>: 854 yen (+97 yen)

Significant continued growth. Following the announcement of a new shareholder benefits system the previous day, which led to a sharp rise to the daily limit up from the afternoon session, today also shows a further upward movement. Shareholders with 500 shares or more as of the end of January and July are eligible to receive a 10,000 yen QUO card. Based on the closing price two days ago, the shareholder benefit yield for those holding 500 shares is at a level of 6.1%. Additionally, the company has stated that the average total return ratio in the medium-term plan until FY 28 will be 100% or higher.

Ryohin Keikaku <7453>: 3,325 yen (+175 yen)

Significant continuous growth. On the previous day, the monthly trend for November was announced. Same-store sales increased by 19.2% compared to the same month last year, achieving positive growth for 10 consecutive months and double-digit growth for 4 consecutive months. The movement to evaluate steady sales expansion is dominant. The number of customers increased by 7.1%, and the average spending per customer rose by 11.3%. By sector, the high growth in lifestyle goods continued, while clothing also showed an increase in revenue growth rate. The same-store sales growth rate for the September to November period increased by 17.6% compared to the same month last year.

ZETA <6031>: 443 yen (+15 yen)

Significantly high. It has been announced that the retail broadcasting advertising engine "ZETA AD" has obtained a patent examination notification for its provided technology. A technology has been invented that displays coupons at appropriate times based on the strings entered in the search box and past purchase history. Advertisers will be able to present attractive offers to users who are searching, enabling the potential for sales expansion. When the patent is registered, further details will be announced again.

Eyes <5242>: 1,854 yen (+253 yen)

Sharp rebound. The company has announced the release of a legal compliance check tool using AI generated by its own word-of-mouth marketing platform, 'Tramy.' In this platform, members actually experience client companies' products and services, share word-of-mouth reviews on social media. The AI generated by entering text and photos detects and corrects violations, which are then visually confirmed by a specialized team after application, ensuring that the final reviewed content is then posted on social media.

RenaissancE <4889>: 310 yen (+3 yen)

Marked increase. It has been announced that the Japan Agency for Medical Research and Development (AMED) has extended the subsidy period by 2 years for the Phase 3 trial of the PAI-1 inhibitor 'RS5614' currently being conducted for chronic myeloid leukemia (CML). The registration of the target number of cases for the Phase 3 trial has been completed based on the evaluation results of the final year, with prospects of completing the trial within the 2-year extension period. As the subsidy can be obtained due to the 2-year extension, the anticipated expenses for the fiscal years ending March 2026 and March 2027 have been eliminated, with expected improvement in earnings.

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