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Emerging markets stock digest: Agile rebounds, BTM hits the daily limit.
<5247> BTM 1567 +300 stop high. After the close of trading on the 20th, it was announced that in order to accelerate the DX of local companies and municipalities as well as to enter the AI market, a subsidiary specializing in AI technology field will be established, which is viewed positively in terms of material. By leveraging the nationwide talent network cultivated so far in Japan, as well as utilizing the hiring and nurturing capabilities of local talent, an exclusive group of AI engineers will be formed to develop a unique system in the AI field, as well as provide solutions.
Active and newly listed stocks during the morning session.
* ID & EHD <9161> 5380 yen - The spread continues at the TOB price of 6500 yen by Tokio Marine. * Kosaido HD <7868> 505 +51, expecting demand improvement due to a share buyback. * JCR Pharma <4552> 692 +54, particularly no material but possibly inflow of funds from institutions. * LIFUL <2120> 174 +10, a sense of value but no particular materials observed. * Mitsuura Industry <6584> 797 +41, for datacenter water.
Digest of hot stocks (morning session): Foster Electric, Koisaido HD, Axle M, etc.
Foster Electric <6794>: ¥1486 (-¥333) Sharp decline. The company held a briefing on the first half financial results the previous day, as well as announcing the mid-term business plan. In the mid-term plan, the final year March 2028 revenue target is ¥150 billion (¥135 billion forecast for March 2025), operating profit ¥9 billion (¥6.5 billion), aiming for ROE 8.0%, and strengthening shareholder return measures such as increasing the dividend payout ratio to 40% and setting a lower limit of 2% for DOE. However, with limited surprises in the target numbers, 2
Axcel M--- surged, as the parent company secured a research grant of 0.6 million dollars towards the development of infectious disease diagnostic technology.
Surge. The parent company, Ascella Biosystems Inc., has secured a research grant of 0.6 million dollars from the USA National Institutes of Health's RADx program to develop infectious disease diagnostic technologies. This funding will provide critical support for the development of the innovative diagnostic technology "AscellaOne," which can quickly detect multiple respiratory pathogens such as COVID-19. "AscellaOne" offers highly accurate and rapid diagnostics in a portable form, enabling early detection of infections and prompt treatment.
November 21st [Today's Investment Strategy]
[FISCO Selected Stocks] [Material Stock] Nihon Sohatsu Group <7814> 418 yen (11/20) engages in printing, sales promotion, and original goods development. It was announced that a share buyback will be implemented for 1.5 million shares, equivalent to 3.09% of the issued shares, with an upper limit of 0.627 billion yen. On November 21, it will entrust the purchase of shares in the Tokyo Stock Exchange's off-auction own stock purchase trading (ToSTNeT-3). A flexible capital policy that responds to improvements in capital efficiency and changes in the business environment.
Strong performance, a sense of security prevailing after the event.
[Emerging Markets Individual Stock Global Strategy] Today's emerging markets are expected to show steady performance. In the US stock market yesterday, the Dow average rose by 139.53 points (+0.32%) to 43,408.47 dollars, rebounding for the first time in five days. Reports of Ukraine launching British-made long-range missiles into Russian territory have raised concerns about the persistence of geopolitical risks, and the Federal Reserve Board's Bowman has adopted a hawkish stance, leading to an increase in long-term interest rates that weighed on stock prices. However, E.
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