3854 I'll
- 3040
- +30+1.00%
I'll News
Company Research Report: I'LL Inc. (3854)
I'll: Extraordinary Report
I'll: Confirmation letter
I'll: Securities Report - 34th term (2023/08/01 - 2024/07/31)
Aisle Research Memo (5): Supporting BX through the integration of real and web (3)
■ Business Overview of Irid<3854> (8) The company regards the high ratio of in-house products and services as important in its management policy, aiming to establish a revenue structure that is not dependent on sales of other products such as hardware, which are easily affected by price volatility and have low profit margins, and actively promotes expansion centered around its in-house products and services. As a result, the ratio of in-house products and services (software, operations, maintenance, membership fees, etc.) in revenue is approximately 70%. (9) Introduction of new projects through partner strategies
Aisle Research Memo (4): Supporting BX through the integration of real and Web (2)
■ Business overview of Isle (3854) Backyard platform 'BACKYARDTM' is a cloud service that realizes 'BX' by supporting borderless beyond wholesale and retail, EC, etc., in a way that transcends business formats, not only business efficiency but also transforming from the backside, providing from November 2023. It supports borderless and multi-channelization functions, coordination functions, efficiency through automation, and data fusion.
Irale Research Memo (3): Supporting BX through the fusion of real and Web (1)
■ Business overview of Aisle Inc 1. Service overview The company engages in system solution business focusing on the core business management system series "Aladdin Office", and the web solution business (CROSS business, qitabankuai Web business) focusing on the cloud-based multiple EC site integrated management software "CROSS MALL" and the integrated management software for customers, points of sale, and EC "CROSS POINT". Customer companies' business
Aisle Research Memo (2): A total system solution company that supports customers' management capabilities.
■company overview1. Lear inc <3854> is a total system solution company that supports the management enhancement of small and medium-sized enterprises, which are its main customers, through various in-house developed systems. Based on the "CROSS-OVER synergy" strategy that integrates real and web, it aims to achieve value creation through "BX" that transforms the increasingly complex backside (back office, backyard) not only through efficiency improvement by DX. End of July period in 2024.
Aisle Research Memo (1): Financial estimates for the highest ever expected for the July 2025 period with increased revenue and profit.
■Summary Aile <3854> is a total system solution company that supports the management capabilities of middle-sized and small businesses. Based on the "CROSS-OVER Synergy" strategy that integrates real and web, they aim to achieve value creation through the "BX※" transformation that revolutionizes the increasingly complex backside (back office, backyard) on a daily basis, not just efficiency through DX. ※ Abbreviation of Backside Transformation. The company's unique "CROSS-
Volume change rate ranking (9 o'clock) - Headwater, Enchange, etc. are ranked.
In the volume change rate ranking, you can understand the market participants' interests such as trends in buying and selling by comparing the average volume of the last 5 days with the volume on the distribution day. Top volume change rate [as of 9:32 on October 7] (Comparison with the average volume of the last 5 days) Stock code Stock name Volume 5-day average volume Volume change rate Stock price change rate <3395> Sanmark HD 184,200 107,185.08 236.45% 0.076
Disco, Sato HD, etc. (additional) Rating
Target stock price change code | Stock name | Securities company | Before | After | ------|-----------|----------|--------|--------|＜8174＞| Nitto Gas | SMBC Nikko | 3100 yen | 2900 yen |＜4527＞| Rohto Pharmaceutical | Morgan Stanley | 3800 yen | 4600 yen |＜6146＞| DISCO | Mizuho | 78000 yen | 56000 yen |＜6287＞
Stocks that moved the previous day part 1: Tokiwa Kosei, Edge Technology, Shuppin, etc.
Stock name <Code> 9th closing price ⇒ day-on-day comparison Tokiwakosan <9675> 1540 +300 reported to be acquired by a US investment fund. The company commented that there is no confirmed fact. Aile <3854> 2950 +102 operating profit is expected to increase by 20.2% from the previous period and by 12.6% for the current period. Mid-term management plan also announced. Komatsu Matere <3580> 738 +342 revised upward the performance forecast for the fiscal year ending March 2025. Japan House HD <1873> 358 +16 First quarter operating profit was 71.9 billion yen, compared to the previous year.
Ail---Announced an increase in revenue and double-digit increase in profits for the fiscal year ending July 2024, and a further increase in dividends at the end of the period
Iril <3854> announced its consolidated financial results for the fiscal year ending July 2024 on the 6th. Revenue increased by 9.9% from the previous year to 17.508 billion yen, operating profit increased by 20.2% to 4.263 billion yen, ordinary profit increased by 20.0% to 4.285 billion yen, and net income attributable to the parent company's shareholders increased by 16.8% to 2.887 billion yen. The company group develops and proposes products from both the "real" and "web" aspects to solve management issues of medium-sized and small business clients that require effective use of IT.
Isle --- Development of medium-term management plan (July 2025 - July 2027)
On the 6th, IAL <3854> announced that it has formulated a three-year medium-term management plan with the final year being the fiscal year ending in July 2027. The company group is working on proposals for medium-sized and small companies to effectively utilize IT and strengthen their corporate capabilities. In order to do so, they believe that it is necessary to strengthen the company-wide sales system and further improve the efficiency of sales negotiations and the content of proposals for each salesperson, and to realize high-value-added proposals that integrate the "real" and the "web", and to allocate sales and SE in the same organization and promote mutual cooperation.
Ail - upward revision of surplus dividends to 25 yen per share
On the 6th, Ailu (3854) decided to distribute surplus dividends with the record date of July 31, 2024. The company positions the return of profits to shareholders as one of the important management issues, and based on the comprehensive consideration of internal reserves, the level of return on shareholder capital, and dividend payout ratio in order to maintain and strengthen competitiveness in the industry, it will continue to allocate results. In the end-of-period dividend for the current period, the dividend per share is revised from the previous estimate of 24 yen to an increase of 1 yen to 25 yen.
Active and newly established stocks in the afternoon session.
* Joban Kousan <9675> 1540 +300 米 investment fund is reported to be acquiring. The company commented that there is no confirmed fact. * Aire <3854> 2950 +102 Operating profit is expected to increase by 20.2% from the previous period and 12.6% for this period. Medium-term management plan has also been announced. * Komatsu Materelle <3580> 738 +34 Revised upward the performance forecast for the fiscal year ending in March 2025. * Nihon House HD <1873> 358 +16 Q1 operating profit was 0.719 billion yen, down from 1.244 billion yen in the same period last year.
Shuppin, A-team, Nichu-nado, etc.
Significant rebound. SBI Securities continues to recommend a "buy" investment decision and has raised the target stock price from 3980 yen to 4740 yen.
Aisle - significant rebound, evaluation of the current fiscal year's expected double-digit increase in profits and medium-term plan.
Ailu <3854> has rebounded significantly. It announced its financial results for the fiscal year ending in July 2024 at the end of last week. Operating profit increased by 20.2% to 4.26 billion yen compared to the previous year, landing on the previously estimated line. The year-end dividends increased by 1 yen from the previous plan. For the fiscal year ending in July 2025, it is expected to have a double-digit increase in profit to 4.8 billion yen, a 12.6% increase, and the annual dividends are planned to be 47 yen, an increase of 6 yen from the previous year. It has also announced its medium-term plan, with a planned operating profit of 6.6 billion yen for the fiscal year ending in July 2027 as a target for numerical growth. Positive performance expansion is progressing well.
September 9th [Today's investment strategy]
[Fisco Selected Stocks] [Materials Stocks] HAT＜3662＞ 708 yen (9/6) Engaged in the planning, development, and operation of smartphone games, information websites, and e-commerce websites. The company announced its financial results for the fiscal year ending in July 2024. Operating profit increased by 3.4% compared to the previous year to 0.562 billion yen. The previous estimate was 0.6 billion yen. The estimated operating profit for the fiscal year ending in July 2025 is 1 billion yen, a 77.8% increase compared to the previous year. The company plans to focus on the support of corporate customer acquisition and consulting as a new strategy core. At the same time, the company announced its medium-term management plan.
Keep an eye on Skylark and Komatsu Matere, while Shuppin and Kumiai Chemical may be sluggish.
In the U.S. stock market last weekend on the 6th, the Dow Jones Industrial Average fell by 410.34 points to 40,345.41, the NASDAQ Composite Index fell by 436.83 points to 16,690.83, and the Osaka Nikkei 225 futures in Chicago fell by 1,105 yen to 35,255 yen compared to mid-day in Osaka. The exchange rate is 1 dollar = 142.20-30 yen. In today's Tokyo market, Japan House HD <1873> turned its operating profit in the first quarter from a deficit of 1.244 billion yen in the same period last year to a surplus of 0.719 billion yen, and expects a 77.8% increase in operating profit for the fiscal year ending in July 2025.
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