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Emerging Markets stock digest: Sea U C sharply dropped, Intest Corp temporarily hit the daily limit rise.
＜6721＞ Intest Corp 138 +22 surged sharply, setting a new year-to-date high, briefly hitting the maximum price limit. After the market closed on the 28th, it was announced that the wafer acceptance test (WAT) inspection device "WTS-511" will start sales in February, leading to a price surge on the 29th, and it continues to be seen as a significant material for further gains. WAT is an electrical test performed on completed wafers in semiconductor manufacturing plants, serving as the final quality assurance process before shipment to ensure compliance with design standards and customer requirements.
Hot Stocks Digest (Morning Session): Nomura Micro, Makita, Circlace ETC.
Nomura Micro <6254>: 2,580 yen (+222 yen) significantly rebounded. It has been announced that a basic agreement has been reached with TATA SEMICONDUCTOR (TATA) regarding the introduction of ultra-pure water manufacturing equipment for the first semiconductor manufacturing plant in India developed by TATA. The expected delivery time is 2026, and the water output of the ultra-pure water manufacturing equipment is expected to be 600?/Hr. In India, semiconductor demand has been rapidly increasing in recent years, and equipment investment related to semiconductors is expected to rise further.
Paycloud --- Consolidation, announcing monthly performance report for December 2024.
Consolidation. After the close of trading on the 29th, the monthly performance report for December 2024 will be announced, with Buy leading but upward movement being sluggish. The MRR (Monthly Recurring Revenue) growth rate is 118% year-on-year (121% for cashless services only), the transaction volume is 143.1 billion yen (including about 1.3 billion yen from online charging), the cumulative ID count is 213 million (approximately +1.1 million from the previous month), the total number of stores is 4,127,588 (an increase of 499 from the previous month), and the total number of digital signage installations is 62,100.
Soft trends, with short-term profit-taking sell favored.
[Emerging Markets Individual Stocks Global Strategy] Today's emerging markets are expected to have a weak performance. In the US stock market on the 29th, the Dow Inc fell by 136.83 points (-0.31%) to 44,713.52, marking a decline for the first time in three days. Concerns about growth slowdown spread due to the widening trade deficit and lackluster economic indicators, weighing on stock prices. As the session progressed, the Federal Reserve (FRB) decided to postpone the anticipated interest rate cut at the Federal Open Market Committee (FOMC), emphasizing the persistent high inflation and strong economy in its statement.
NPC and ETC [Interesting stocks viewed from volume changes]
Stock closing price compared to the previous day Volume *<2164> Regional newspaper company 3,326,485,500 *<4015> PayCloud HD 5,068,935,700 *<6798> SMK 27,903,371,632,000 *<7608> SK Japan 7,887,346,1600 *<7805> PrintNet 6,143,311,5900 *<6656> INSPEC 6,807,836,6800 *<4709> ID HD 163,510,079,900 *<4347> BroadMedia 17,799,772,400
Paycloud Holdings: Presentation of financial results for the 1st quarter of the fiscal year ending August 2025