9722 Fujita Kanko
- 8570
- -410-4.57%
Fujita Kanko News
Individual investor and Yugen Tei Tamaki: Growth stocks are somewhat recovering! Can individuals finally win? Expectation stocks selected by the author now [FISCO Social Reporter]
The following is a comment written by Mr. Yuusuke Yuugentei, an individual investor and Fisco Social Reporter (blog: Profitable Stock Information "Mr. Nekoten's Sky's The Limit Stock"). At Fisco, we work to collaborate with individuals who actively disseminate information in order to provide a diverse range of information to investors.-----------※ On July 1st, 2024 at 2pm, the day of writing, the Nikkei average seemed to be improving, but the development lacked direction and was immediately hit with sell-offs for profit-taking.
Stocks that moved the previous day, part 1: CellSeed, Nagano Keiki, J. Front Retailing, etc.
Stock name <code>1 day closing price ⇒ day-on-day comparison</code> Intellix <8940> 594 + 48. May 2024 profit forecast revised upward. Pickles HD <2935> 1153-47.0. Quarterly operating profit decreased by 9%. Palemo·HD <2778> 167-7. 1st quarter operating profit decreased by 58.4%. The US patent application for the cartilage cell sheet is under patent examination. Noriimmune <4893> 220+20. The in-house drug discovery pipeline.
Nagano instrument, J-front, Adastria, etc.
<6013> Takuma 1667 +14 buy advance. At Nomura Securities, the investment judgment is newly set to "buy", and the target stock price is set at 2600 yen. It is expected that the acquisition of EPC projects for waste treatment facilities will be expected from the newly arrived update needs in about 20 years, and it is expected that the high-profit long-term operation and maintenance contracts will accumulate and expand, leading to stable cash flow creation over the medium to long term. Due to the negative view of this term's performance guidance, the stock price has dropped significantly compared to the enterprise value.
Takeda-kan: Fell sharply and is the top decliner, as profit-taking sell orders outweigh caution towards high prices.
Fujita Kanko <9722> falls sharply and is the top decliner. Since news of their intended stock acquisition via 3D Investment, hopes of restructuring have fueled expectations of a premium and supported the stock's rise. Last week, there were reports that the value of their Tsubakiyama property alone was worth about 50 billion yen, causing the stock to surge. However, given that their market capitalization has increased by only a little over 44 billion yen since their rapid rise, there seems to be a growing cautiousness towards further upward momentum.
Buy demand for next week from HEROZ and others.
[Buy demand next week (table)] Code; stock name; stock price impact; buy demand; credit multiple; closing price; day-over-day change <9046>; Kobe Electric Railway; 492%; 35,900; 0.11; 2788; -4 <3198>; SFP; 254%; 77,900; 0.21; 2167; -11 <9903>; Kanseki; 214%; 1,500; 4.05; 988; -1 <3639>; voltage; 204%; 10,400; 22.02; 268; 1 <9656>; Greenland.
Bookoff GHD, Sawai Group HD, Sugi HD, etc.
NaITO < 7624 > fell sharply by 150-9. The company announced its first-quarter results the day before, operating losses turned into a deficit of 10 million yen, an deterioration of 130 million yen from the same period last year. The annual plan remains unchanged at 900 million yen, with a significant increase of 78.1% compared to the previous period, and it seems to have been considered an unexpected slow start. In addition to a decrease in sales of core cutting tools and industrial machinery and equipments, sales of measurement commodities have also declined. < 6535 > AIMOBILE
Hot stocks digest (morning session): Sumitomo Pharmaceuticals, Sawai Group HD, Post Main Board, etc.
Shares of Sugi HD (7649) fell significantly by 185.5 yen to 2195 yen . The company announced its first quarter financial results the previous day. Although operating profit increased by 10.6% compared to the same period last year to 8.6 billion yen, the market consensus seems to be a miss of more than 500 million yen. The negative trend is due to the fact that the current monthly trend has been better than expected. The company has strengthened the hiring of medical clerical staff, mainly in dispensing, and is working to reduce the workload of pharmacists. However, there is a delay in the response to these measures, leading to negative reactions.
Fujita Kan - Significant increase, also focusing on the unrealized gains of Tsubakizan Tsuyoshi.
Fujita Kanko Inc <9722> is significantly soaring. The upward trend of the stock price has continued since the M&A news specialized media reported. It was reported on the 17th that there is a possibility of selling the company's shares held by DOWAHD, with 3D Investment as one of the potential buyers. In addition, some reports today indicate that the unrealized profit of "Tsubakiyama-Sou" is the target, which is expected to be another material for further stock price increase. Based on the land price listed by the Ministry of Land, Infrastructure, Transport and Tourism, the value of Tsubakiyama-Sou is approximately 500 million yen for the land alone.
Stocks that moved the day before part 1 include Storage King, Fujita Kanko, Asics, etc.
Stock name <code>19 closing price on the 19th ⇒ Previous day comparison Asteria <3853> 555 + 14 Goodpatch <7351> jointly developed AI/IoT services through a partnership with a Malaysian AI company. 435-4424 performance forecast for the fiscal year ending August 2008 has been revised downward for Sanbio <4592>. Today, a subcommittee meeting will be held at the Pharmaceutical Affairs Conference. Buying is expected to approve the manufacture and sale of regenerative medicine products, but the upside is heavy. Storage King <2997> 657 +100 implements shareholder benefits to commemorate the third anniversary of listing.
FP Partner, Iseka, and Fujita Kan are among others.
Marked decline. Bain, a consulting firm, announced yesterday that it forecasts a 0-4% increase in global revenue for luxury goods for individuals this year, compared to the previous year. It appears to be a forecast of sluggish growth since 2020.
Hot stocks digest (morning session): FP Partner, FujitaKan, Mitsubishi Motors, etc.
KOKUSAI<6525>: ¥4800 (-¥200), a significant drop for the fourth consecutive day. They held their first IR Day since listing on the previous day, with updates on market outlook details and medium-term targets. Their plans for the next 3-4 years are to reach over WFE 120 billion (previously ¥110-120 billion) and ¥330 billion in revenue (previously ¥300-330 billion). Surprises were limited, and the outlook was already positive, which may cause a sense of exasperation.
Fujita Kanzan - continued sharp rise, daily surge due to the increasing speculation of reorganization.
Fujita Kanko (9722) is sharply rallying. It was also bought up to the high stop level the day before. According to reports, 3D Investment Partners, a Singaporean investment fund, intends to purchase shares in the company from DOWA, a major shareholder who holds 31.9% of the company's shares, creating anticipation for restructuring premium. Some overseas media outlets have reported an intention to purchase all of the company's shares held by DOWAHD in a letter sent to the DOWAHD Board of Directors.
Volume change rate ranking (as of 10 am) - Mitsubishi Motors, Fujita Kan and others ranked.
In the volume change rate ranking, you can understand the interests of market participants such as trends in articles by comparing the average volume of the last 5 days with the volume on the delivery day. ■ Volume change rate top [As of 10:32 on June 19] (comparison of average volume of last 5 days) Stock code Stock name Volume 5-day average volume Volume change rate Stock price change rate ＜9722＞ Fujita Kan 562,000 867,177.4 165.36% 0.102
Stocks that moved the previous day part 1: Sellable online advertisements, Fujita Kanko, landowners, etc.
Stock name <code> 18 day closing price ⇒ Trace OP <6696> 685 +71 announced that temporary measures for margin trading restrictions have been lifted. Announced the start of comprehensive partnership with FIG <4392> 340 +10pluszero <5132>. Sellable net advertising <9235> 2315 +212 announced the implementation of shareholder benefits for its first anniversary of listing. Recovery <9214> 1493 +78 announced a share buyback limit of 4.95% of the issued shares. PSOL <4450> 3100 +
Fujita Kan, landlord, Terapro, etc.
<4502> Takeda Pharmaceutical fell sharply by 123 to 4044. It was due to the selling material of the clinical phase 3 trial results of "Soticlestat", a drug being developed for refractory pediatric epilepsy, which were announced the day before. The drug was developed for "Dravet syndrome", which causes repeated seizures, and "Lennox-Gastaut syndrome", which causes weak spells, but it seems that both failed to achieve the main evaluation criteria. The performance impact associated with the current trial results, including impairment losses of intangible assets, will continue to be carefully evaluated.
Active and newly listed stocks during the morning session.
*Fujita Kanko<9722>, up 1000 points, due to restructuring concerns and upward revisions in Four Seasons' performance. *Akebono Brake Industry<7238>, up 20 points, expected to continue buying due to refinancing loan agreement. *Chijyu<3252>, up 257 points, newly rated as "1" by Daiwa Securities. *Nihon Denpa Kogyo<6779>, up 90 points, likely to benefit from the rise of electronic component stocks. *DOWA<5714>, up 416 points, towards group restructuring.
Stocks that hit the daily limit up or down in the morning session.
▪︎2488 JTP, 4073 G’sity Plan, 4167 Kokopelli, 6046 Linkbar, 6696 Trace On Product, 6769 Zain Electronics, 7083 AHC Group, and 9722 Fujita Kanko saw limit up. ▪︎4107 Ise Chemical, 4588 Oncolis Bio Pharma, 5240 mono AI technology, and 5535 Migaro Holdings saw limit down. (Temporary limit up/down (indication value)).
Hot stocks digest (morning session): Fujita Kanko, Jishu, Carna Bio, etc.
TDK <6762>: ¥9,503 (+¥640) rebounded significantly. It is reported that the newly developed material for solid state batteries is considered a buy signal. By using it as the "electrolyte", which is important for storage capacity, the energy density of the rechargeable battery appears to be 100 times higher than that of conventional products. It is expected to be installed in small devices such as smart watches and hearing aids, and is scheduled to ship samples as early as 2025. The new material is said to be an oxide-based material. Yaman <
Fujita Kanko and others continue to rank high, and shareholder benefits are also expected.
Fujita Kanko <9722> has made the ranking (as of 10:32). It has hit the limit-up price. Although no new materials have been particularly observed, it is believed that it has become a key material because performance estimates were revised upward in some quarterly magazines released the day before. It seems to be supported by factors such as an increase in operating rate due to an increase in visiting tourists. In addition, this fiscal year is the plan to restore dividends for the first time in five periods, and shareholder discounts such as discount coupons will be given to shareholders at the end of June, which is also expected. Highest change rate in trading volume [June 1
Fujita Kan - Limit up, there is no clear material in particular.
Fujita Kanko Inc. <9722> hits limit up. Although no new information has been observed, it is considered to be a clue that the performance forecast was revised upward in some quarterly magazines released the previous day. It seems to be based on the background of increasing capacity utilization due to the increase in foreign visitors to Japan. In addition, this fiscal year is the first dividend resumption plan in five periods, and there are also expected materials such as presenting discount coupons as shareholder benefits to shareholders at the end of June. The stock price of DOWAHD, the largest shareholder, rose today, and foreign visits tomorrow.
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