4054 Japan PropTech
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Japan PropTech News
Smusapo Research Memo (3): Supporting Property Service companies from both analog and digital perspectives.
■Company Overview of Sumasapo <9342> 3. Overview by Service (1) "Sumasapo Thank You Call" Tenant Satisfaction Survey Service "Sumasapo Thank You Call" is a service that provides an opportunity for property management companies that have not previously had contact with new tenants to establish a continuous relationship with them. It acts on behalf of the implementation of thank you messages and satisfaction surveys at the time of moving in, as well as providing information on various life support services necessary for daily living. Specifically,
Japan Information Create --- Acquisition of Youfit's Stocks (Complete Subsidiary)
Japan Information Create Co., Ltd. <4054> announced on the 19th that it would acquire all the issued Stocks of Youfit and make it a wholly-owned subsidiary. Youfit is a system development company based in Tokyo and Fukuoka, providing a one-stop service from requirement definition to design, development, testing, operation, and maintenance of web systems. Additionally, it excels in developing systems that analyze sound and vibration and are linked with measuring instruments. The acquisition of Stocks will bring high technological capabilities and human resources held by Youfit.
BS, JDSP and others [Emerging Markets Press Release]
＜155A＞Information strategy shareholder benefits have changed the benefits items. ＜3623＞BS upward revision, this fiscal year's operating profit forecast is 0.616 billion yen, revised from 0.489 billion yen with increased dividends; this fiscal year's year-end dividend per share is 21.50 yen, revised from 12.00 yen. ＜3195＞Genepa has started a new business (Unique Stores Platform business). ＜3674＞Oukfan has completed the acquisition of its own shares. ＜3777＞Environment-friendly ACSL has entered into a business alliance. ＜4054＞Japan Information C System is involved in Software Development.
Stocks that moved the day before part 2: Mitsubishi Logistics Next, Discharge Precision, Discharge Precision, etc.
Stock name <code> Closing Price on the 6th ⇒ Compared to the previous day Sumitomo Electric Industries <5802> 2931.0 -121.0 Mizuho Securities has downgraded its investment determination. Japan Steel Works <5631> 6232 -280, a situation has developed where the sense of reaching the upper limits is expanding temporarily. Fujikura <5803> 6122 -253, a trend is emerging where profit-taking sells are directed in the high price range. FP Partners <7388> 2285 -66, the Financial Services Agency has decided to conduct additional investigations regarding the company’s trades with life insurance companies. Peptidream <4587> 2810 -8310, the high price in October.
Emerging markets stock digest: WASH House saw a significant rebound, and Japan Electrolyzer reached a price limit up.
<4054> Japan Information C 1174 -23 fell. After the trading on the 5th, it was announced that they would enter into a capital business alliance with Bcan, causing the stock to rise at the opening, but it is now falling due to market conditions. Bcan is engaged in businesses related to living and housing such as corporate welfare services and residential consulting, with a particular focus on transactions with rental management companies, construction companies, real estate brokerage firms, and renovation contractors. The services that Bcan offers, such as welfare services and residential consulting, are being integrated.
japan Information Create---Bcan forms capital business alliance.
Japan Information Create <4054> announced on the 5th that it will enter into a capital and business alliance with Bcan. The company is promoting digital transformation (DX) in the industry as a real estate tech company. Bcan develops business related to housing life, such as employee benefits services and company housing consulting, with a focus on trade with rental management companies, condominium developers, house manufacturers (construction companies), real estate brokerage companies, and renovation contractors. This time, Bcan will provide its employee benefits services.
Soft tone, with downward pressure from the US stocks, but the downside is holding up well.
[Emerging Markets Individual Stock Strategy] Today's emerging markets are expected to open weakly. In the U.S. stock market on the 5th, the Dow Jones Industrial Average fell by 248.33 points (-0.55%) to 44,765.71 points, with caution towards high levels and rising long-term interest rates due to Federal Reserve Chairman Powell's stance of not rushing to cut interest rates, which weighed on stock prices. In addition, there is strong caution ahead of the release of employment statistics, and the market remained weak throughout the day due to profit-taking selling pressure. Today
Stem inc, Birdman and others.
<4054> Japan Information C Welfare Services Co., Ltd. partners with Bcan which is engaged in providing welfare services such as company housing consulting. <4599> Stem Inc. registers a patent related to reductive induction medicine Ladasemchid (HMGB1 fragment peptide). <5532> Leargate sells real estate (land and buildings in Meguro-ku, Tokyo). <7063> Birdman acquires and retires all remaining 7th subscription rights with exercise price adjustment clause.
Good Life Research Memo (4): Providing the necessary business support system for real estate business as a saas (2)
- Business description of Ii Seikatsu <3796> 2. Characteristics and strengths of the business model The company has five main strengths. The first is that they offer a vertically specialized market-specific SaaS (Vertical SaaS) tailored to a specific industry. This approach allows them to provide products that deeply meet the industry-specific needs. The second is the "SaaS-only" global strategy, enabling them to focus on cloud-based services and efficiently provide services to customers.
Salesforce's revenue significantly increased, exceeding market financial estimates.
[Cloud] Customer information management (CRM) software salesforce rose by over 10%. The positive response was due to the announcement made the previous evening regarding the financial results for the period from August to October 2024, which exceeded market financial estimates in revenue. The core subscription revenue increased by 9%, growing more than market expectations. <1447> ITbook <2158> Frontio <2349> NID <2351> ASJ <2479> Jtech <2488> JTP <3671>
Stocks that moved the day before part 2: japan microelectronics, power fasteners, headwaters, etc.
Stock name <Code> 29th closing price vs. previous day's price Japan Micronics <6871> 3735 -150 pressured by the downward trend of semiconductor-related stocks. Nissan Motor Co. <7201> 358.9 -15.0 Moody's downgraded the rating outlook. Fanuc Corp <6954> 3887 -48 Selling pressure based on some reports related to EMC malpractice. Isuzu Motors <7202> 1997.0 -38.0 Automobile stocks are viewed as weak due to the progress of the strong yen. Tokyo Metro <9023> 1660.
Emerging markets stock digest: Last One Mile is soaring, Headwater hits the daily limit.
<9250> GRCS 1392 +5 rebound. It was announced that the provision of physical penetration testing services started after the close of trading on the 28th, which is seen as positive news. The "physical penetration testing service" is a service that evaluates the physical intrusion potential and cybersecurity risks after intrusion. The company has signed a contract with BarrierCrack and dealers, assessing human and physical security risks at corporate sites and the cybersecurity risks caused by them.
Hot stocks Digest (morning): Unichika, Headwater, World, etc.
Noritake Steel Corporation <7744>: 4,605 yen (+280 yen) significantly continues to rise. The previous day, an upward revision of the performance for the fiscal year ending December 2024 was announced. Operating profit was raised from the previous financial estimates of 18 billion yen to 18.7 billion yen, a 30.0% increase compared to the previous period. It seems to reflect the resumption of shipments for some products that were halted due to defects at AlphaTheta. This comes just after an upward revision from 16.8 billion yen to 18 billion yen during the third-quarter earnings report, resulting in consecutive upward revisions.
Japan Information C --- Struggled to grow, announced the establishment of a shareholder benefit program.
Stagnation and decline. After the close of trading on the 28th, a new shareholder benefit system was announced. The aim is to enhance the investment appeal of the shares and encourage more people to hold our shares. Shareholders who hold one unit (100 shares) or more as of December 31st each year and maintain their shareholding for more than one year will receive a QUO card worth 500 yen. It is noted that for shareholders as of December 31st in the first year of the system's introduction in 2024, there will be no conditions for continued holding. The distribution timing is set for early March.
Firm, supported by high european index and other factors.
[Emerging Markets Individual Stock Global Strategy] Today's emerging markets are expected to show a solid performance. The U.S. stock market was closed yesterday, November 28, for the Thanksgiving holiday. Today's emerging markets are likely to see a strong buying trend. With the U.S. market closed yesterday and lacking guidance, the European markets provided steady support, with the UK FTSE 100 rising by 0.08%, the German DAX by 0.85%, and the French CAC40 by 0.51%, which will support stock prices in the Tokyo market. Additionally, the Tokyo Stock Exchange Growth Market Index was 813 yesterday.
Headwater, Sapeet, and others
<269A>Saipet enters into a business alliance contract with Happiness and Di<3174><4011>Headwater stock splits, 2 shares ← 1 share<4054>Japan Information C shareholders' benefit system newly established<5247>BTM Headwaters<4011> enters into a capital business alliance<5532>Leargate acquires fixed assets (land and buildings in Meguro-ku, Tokyo)<9252>Established a medium-term management plan for the period from August 2025 to August 2027, focusing on the Last One Mile 2027 August period operating profit.
Japan PropTech: Collection of questions and answers on financial results for the first quarter of the fiscal year ending June 2025
Stocks that moved the previous day part2 Platto Home, HENNGE, Japan Information C, etc.
Stock name <Code> 11th closing price ⇒ Day-on-day comparison Anicom HD <8715> 638 -447-9% slow down in profit growth for the September term, negative view. IBJ <6071> 639 -46 The third quarter financial results lack surprises. Kanto Denka Kogyo <4047> 910 -95 downward revision of full-year operating income forecast, etc. Koseido HD <7868> 501 -447- Good financial results continue for September term, but dominant feeling of exhaustion. Ryosan Hisho <167A> 2353 -193 Full-year ordinary profit forecast is down.
The TSE Growth Stock Index rose for the fourth consecutive day, albeit slightly, with active trading in earnings-related stocks, etc.
The TSE Growth Market Index is at 808.54, up 5.36 points, with a volume of 0.1 billion 48.63 million shares and a turnover of 79.4 billion yen. The TSE Growth Market 250 Index is at 631.38, up 4.50 points, with a volume of 66.62 million shares and a turnover of 56.9 billion yen. In today's growth market, both the TSE Growth Market Index and the TSE Growth Market 250 Index have continued their slight uptrend for the fourth consecutive business day. The number of advancing stocks is 280, declining stocks is 274, and unchanged stocks is 34. On the 8th, in the USA market, the Dow Jones Industrial Average rose by 259.65 points.
Volume change rate ranking (9 o'clock) - Daihuku, Furukawa Electric, etc. ranked in.
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 recent 5 days with the volume on the delivery date. Top volume change rate [As of 9:32 on November 11] (comparison of the recent 5-day average volume) Stock code Stock name Volume 5-day average volume Volume change rate Price change rate <4054> Nihon Inform. 223800107 185.08 155.63% 0.13% <5801> Furukawa Elec.
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