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注目銘柄ダイジェスト(前場):ラクスル、王子HD、タイミーなど

Hot Stocks Digest (Morning Session): Rakusル, Oji HD, Dai米, ETC.

Fisco Japan ·  Dec 13, 2024 11:17

Kamakura Shinsho <6184>: 505 yen (-50 yen)

A significant decline occurred. The third quarter Earnings Reports were announced the previous day, with a cumulative operating profit of 0.56 billion yen, which is an increase of 16.2% year-on-year, maintaining the same level of increase as the first half's 15.2% increase. However, the unchanged full-year Financial Estimates of 1.1 billion yen, a 34.8% increase compared to the previous period, have shown a low progress rate, and there seems to be a dominant view that the growth speed is not accelerating as expected. After the first half Earnings Reports, the stock price had undergone a correction, leading to a prevailing negative sentiment.

Mitsui High Tech <6966>: 823 yen (+44 yen)

Significant rebound. Earnings Reports for the third quarter were announced the previous day. Cumulative operating profit is 11.5 billion yen, representing a 12.3% decrease compared to the same period last year, and the decline rate from the first half's 6.9% decrease has expanded. The profit for the period from August to October is 3.61 billion yen, which is also a 6.8% decrease compared to the previous quarter. However, the full-year forecast of 13 billion yen, which signifies a 28.3% decrease compared to the previous period, has an achievement rate of 88.2%, suggesting a retreat from excessive caution. During the August to October period, the segment profit of electronic Components has also turned to increase compared to the previous quarter.

Omura Paper Industry <3953>: 796 yen

The stock is soaring at a buy price. An announcement has been made regarding the implementation of a 60th anniversary commemorative Dividends. By carrying out a commemorative Dividends of 20 yen, the annual Dividends for the fiscal year ending March 2025 will rise to 50 yen compared to the original plan and the previous year's 30 yen. As a result, based on the previous day's closing price, the Dividends yield is at a level of 7.2%, indicating a promising increase in yield attractiveness. The considerable announcement of the commemorative Dividends seems to also reflect the stable performance trends observed recently.

Oji Holdings <3861>: 614.2 yen (+56.1 yen)

Significant continued rise. Announced the implementation of a stock repurchase program for 0.1 billion shares, which corresponds to 10.1% of the total issued Stocks, with an upper limit of 50 billion yen. The acquisition period is from December 13 to December 12, 2025. The purpose of the repurchase is to improve capital efficiency and enhance shareholder returns. Of this, 23.75 million shares were acquired in today's off-exchange Trade. Furthermore, the company has also established a policy to implement stock repurchases totaling 100 billion yen by the end of fiscal 2026.

Raksul <4384>: 1,310 yen (+204 yen)

Significant rebound. The first quarter Earnings Reports were announced the day before, with an operating profit of 0.97 billion yen, a year-on-year increase of 79.7%, indicating smooth progress against the unchanged full-year Financial Estimates range of 3.2-3.7 billion yen. In the procurement platform segment, in addition to the performance contribution from the subsidiary acquired in the previous period, there seems to be a trend of increasing purchase frequency and unit prices. A Share Buyback was also announced, with a maximum of 0.7 million shares and 0.7 billion yen, equating to 1.2% of the issued Shares, to be conducted from December 23 to February 28, 2025.

Sakura Saku <7097>: 1,315 yen -

High stop Buy. The establishment of a Shareholder benefit program was announced. For shareholders who hold 2 units (200 shares) or more recorded in the shareholder registry as of the end of January and July each year, an annual total of 20,000 yen in QUO cards (10,000 yen in QUO cards twice a year, each as of the record date) will be awarded. The company continues to invest in growth, including M&A in the femcare and femtech business, and plans to increase dividends for the fourth consecutive period. Although the ordinary profit for the first quarter of the fiscal year ending July 2025 announced on the same day decreased by 49.6% year-on-year to 0.025 billion yen, Buying is leading.

Timee <215A>: 1,490 yen (+300 yen)

The stock reached its upper limit. For the fiscal year ending in October 2024, revenue was 26.88 billion yen (up 66.5% year-on-year), and ordinary profit was 3.924 billion yen (up 103.9% year-on-year), showing significant growth in both revenue and profit. The number of registered workers exceeded 9.5 million, the number of registered client business locations exceeded 316,000, and the total amount of distribution (the total amount of wages and rewards paid to workers, etc.) was 90.779 billion yen (up 66.6% year-on-year). For the fiscal year ending in October 2025, revenue is expected to increase 28.0% to 32.8% year-on-year to between 34.394 billion and 35.7 billion yen, and ordinary income is expected to increase 51.4% to 69.5% year-on-year to between 5.943 billion and 6.653 billion yen.

LACUOIA's Drug Discovery <4579>: 415 yen (0 yen)

Consolidation. After the market closed on the 12th, it was announced that HK Innoyen's acid secretion inhibitor tegoprazan, which was licensed to HK Innoyen, was newly launched by Carnot, a partner of HK Innoyen, in five Latin American countries. The number of countries where tegoprazan products are sold has expanded to 15. Carnot is actively engaged in marketing activities for "Ki-CAB" in its territory, and in Mexico, which was the first to launch the product, it ranks third in the market Share of peptic ulcer agents, with further growth expected.

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