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Stocks News Premium = The wave of updates to "GIGA School" marks related stocks.
The need for updates to the school's 'GIGA School Concept' is becoming more apparent. Techno Horizon (T Horizon) <6629.T>, which handles electronic blackboards, has captured the demand, and its consolidated operating profit for the third quarter cumulative period (previous year from April to December) has significantly expanded. The government is advancing 'NEXT GIGA,' which aims to further enhance the educational IT environment, and attention is likely to shift back to related stocks. <The peak of updates is expected in fiscal years 2025-2026> Since 2020, the government has been providing one student per school.
Stocks that moved the previous day part 2 SOFTBANK GROUP CO, Higashi Twenty-One, Tokyo Electron Ltd. Unsponsored ADR, etc.
Stock name <code> Closing price on the 27th ⇒ Change from the previous day SOFTBANK GROUP CO <9984> 9681 -879 There are doubts about the necessity of large-scale AI investments with the rise of 'DeepSeek'. Ibiden <4062> 4792 -307 The decline in semiconductor stocks leads to dominant selling on rebounds. Nomura Micro Science <6254> 2480 -163 Pressured by the downtrend in semiconductor stocks. TOWA <6315> 1986 -129 There is a sense of a rebound amid declining semiconductor stocks.
Iwai Koss Corp, T Horizon, Hioki Electric, etc.
Astellas Pharma <4503> 1518.5 +16.5 significantly continues to rise. A performance revision was announced at the end of last week. The full-year operating profit has been revised down from the previous estimate of 80 billion yen to 11 billion yen, due to the impairment of the age-related macular degeneration treatment drug "Eylea" accompanied by geographic atrophy, gene therapy candidates, and ultra-small implantable Medical Devices. The impairment of Eylea itself was within the expected range, but the extent of the impairment was greater than anticipated. However, the core operating profit, due to the effects of the depreciation of the yen, has been revised from the previous 300 billion yen to 370.
Stocks that moved or were traded in the first half of the session.
*Iwai Koss Corp <8707> 2496 +272, moving positively due to favorable third-quarter results. *Hioki Denko <6866> 8040 +590, viewed positively with a forecast for double-digit profit increase this period. *Japan Communications <9424> 123 +6, no significant materials but short covering is prevailing. *Nippon Sheet Glass <5202> 405 +22, reviewing production systems for automotive Glass in Germany. *Mitsukoshi Isetan <3099> 2608 +138, expecting an expansion in inbound demand due to China's Spring Festival holiday.
T Horizon - Significant continued rise, with a greatly increased profit report for the third quarter having an impact.
T Horizon <6629> has seen a substantial rise. Last weekend, it announced its third-quarter earnings, with cumulative operating profit at 0.33 billion yen, a 5.4 times increase compared to the same period last year. Since the first half experienced a decrease in profit, a positive surprise is leading the situation. The full-year financial estimates remain at 1.05 billion yen, reflecting a 1.3% increase compared to the previous term. Two subsidiaries in Singapore are performing steadily, and it seems that the replacement of equipment introduced under the GIGA School initiative is also progressing in the domestic education market.
January 27th [Today's Investment Strategy]
[Fisco Selected Stocks] 【Material Stocks】 Gendai Agency <2411> 366 yen (1/24) engaged in planning and production of advertising and publicity. The financial estimates for the fiscal year ending March 2025 have been revised upwards. Operating profit is estimated at 0.4 billion yen (a 60.6% increase compared to the previous period). This is approximately a 33% increase from the previous estimate. Although print media is declining, mainly internet advertising is performing well, and revenue is expected to remain consistent with previous estimates. Profit is benefiting from the strong sales of high-margin services and internet advertising.