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注目銘柄ダイジェスト(前場):象印マホービン、パーク24、DWTIなど

Hot Stocks Digest (Morning Session): Zojirushi, Park24, DWTI, ETC

Fisco Japan ·  Dec 17 11:03

Sanrio <8136>: 4635 yen (+199 yen)

Significant rebound. Today marks the delivery date of the shares being offered for sale. The number of shares being offered is 25.87 million 1800 shares, with an additional 3.88 million 700 shares due to over Allotment, and the selling price is set at 4540 yen. There seems to be a prevailing movement of buying on dips in anticipation of future supply-demand improvement as well as short covering. After the announcement of the stock offering on the 10th, the drop in stock prices up until the previous day's closing was at a level of 5.2%.

Tokyo Base <3415>: 325 yen (-2 yen)

Continued decline. The third quarter results were announced the previous day, with cumulative operating profit at 0.64 billion yen, marking a significant increase of 75.6% year-on-year. However, the progress rate against the unchanged full-year plan of 1.6 billion yen, which is an increase of 81.6% from the previous period, was only 40%, leading to a negative reaction. However, the company seems to believe that if the strong pace of domestic sales in November continues, the full-year plan could be within reach. After an initial drop, there was a trend of shrinking price declines.

Park24 <4666>: 1994 yen (+146.5 yen)

Significant rise, updating the year-to-date high from January 31st. The previous day, the earnings results for the fiscal year ending October 2024 were released, showing an operating profit of 38.7 billion yen, a 21.0% increase from the previous period, significantly exceeding the previous forecast of 35 billion yen. Market expectations are believed to have also exceeded by about 2 billion yen. Meanwhile, for the fiscal year ending October 2025, a forecast of 39 billion yen, a 0.8% increase, is set. The consensus is believed to be around 42 billion yen. However, the annual dividend has been greatly increased from 5 yen to 30 yen, leading to a dominant positive evaluation.

Zojirushi Mahobin <7965>: 1770 yen (+202 yen)

Significant continuation of growth. The upward revision of the performance for the fiscal year ending November 2024 was announced the previous day. The operating profit has been raised from the previous Financial Estimates of 5.2 billion yen to 5.96 billion yen, a 19.1% increase compared to the previous period. In the fourth quarter, it seems that high-end models like "Enbutaiki," pressure IH rice cookers, and humidifiers performed well domestically. With improvements in non-operating income, the ordinary profit has been revised upward from 5.7 billion yen to 7.4 billion yen, turning into a profit forecast increase. Based on the progress up to the third quarter, there is a positive shift towards directly seeing the upward revision as favorable.

Neeswell <3992>: 377 yen Ka -

Limit up buying interest. It has been announced that the '6.600 strategy' will be run to meet the standards for maintaining listing on the Main Board. As of the end of September, the Market Cap of public Stocks, which is the standard for maintaining listing, of 10 billion yen has not been achieved, and it is considered essential to reach this by September 2025, when the grace period will end. Efforts will be made toward a stock price target of 600 yen, and in addition to actively implementing further shareholder returns, it will focus on IT outsourcing, migration development, and the expansion of AI Business.

TMH <280A>: 1389 yen (-33 yen)

Fell back. It was announced that after the close of Trading on the 16th, a talent platform for the Semiconductors industry, 'LAYLA-HR', will be developed, starting specialized recruitment services. This service will provide innovative solutions that efficiently match companies with specialized talent by utilizing knowledge and networks in the Semiconductors industry, contributing to solving the industry's talent shortage problem and aiming to establish a long-term revenue base for the company. However, although buying was ahead, it has fallen back due to heavy upper limits.

Genepa <3195>: 314 yen (+17 yen)

Continuing to rise. It was announced that 'GraSUS', a new EC site as the 9th element of the Unique Stores Platform business, has opened, and it has been well received. 'GraSUS' is an online shop specializing in kitchen goods made in the Niigata and Tsubamesanjo region, targeting women in their late 30s to 40s, focusing on product practicality, and proposing optimal products for customers who want to upgrade their everyday kitchen goods.

DWTI <4576>: 159 yen (+29 yen)

Significantly continues to rise. It was announced after the close of Trading on the 16th that all transplant surgeries for subjects in the domestic Phase II clinical trial of the regenerative medicine cell product 'DWR-2206', developed jointly with Actualize, have been completed, and it is viewed positively. The trial aims to exploratively examine the safety and efficacy of DWR-2206 transplantation in patients with bullous keratopathy. Currently, the post-surgery progress is being observed, and it is scheduled to conclude evaluation and observation by the end of December 2025 according to jRCT (Clinical Research Submission and Disclosure System).

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