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注目銘柄ダイジェスト(前場):あさくま、アテクト、HPCシステムズなど

Notable stock digest (front field): Asakuma, ATTECT, HPC Systems, etc.

Fisco Japan ·  Apr 17 22:37

ATTECT <4241>: 705 yen (-89 yen)

A sharp decline. A downward revision of earnings for the fiscal year ending 24/3 was announced the day before. Operating profit was lowered from the previous forecast of 160 million yen to 70 million yen, down 63.1% from the previous fiscal year. The effects of rising raw material costs and declining orders in the PIM business are also likely to resonate. There will be an operating deficit for the fiscal year ending January-March. Also, assuming impairment losses on fixed assets in the PIM business are 430 million yen and recorded as extraordinary losses, net profit and loss were lowered from a surplus forecast of 100 million yen to a deficit forecast of 250 million yen.

Yashima Denki <3153>: 1,574 yen (+79 yen)

Massive backlash. An upward revision of the earnings forecast for the fiscal year ending 24/3 was announced the day before. Operating profit was raised to 3.85 billion yen from the previous forecast of 3.7 billion yen, up 37.7% from the previous fiscal year. The business environment for each business division was better than expected in the fourth quarter, and business performance seems to have been strong. It is an upward correction that continued in February, and it is in the form of the fourth upward correction in the previous fiscal year total, and it is a movement that positively captures the continuation of good momentum.

Tokai Riden <6995>: 2375 yen (-46 yen)

The sharp decline continued. It has been announced that Toyota Motor Corporation has reported a recall to the Ministry of Land, Infrastructure, Transport and Tourism, etc. on the rear seat door handle opening switch for the Prius manufactured by the company. There seems to be a risk that a problem will occur with switches manufactured in the past. The company's estimated cost for this recall seems to be 11 billion yen. It is said that it will be reflected in financial results as operating expenses for the fiscal year ending 24/3. In addition to leading to factors leading to short-term deterioration in business performance, concerns about a decline in reliability are also being raised.

Asakuma <7678>: 2575 yen (+353 yen)

Massive backlash. The expansion of the shareholder benefit program has been announced. Until now, meal vouchers worth 4,000 yen per year were provided to shareholders holding 100 shares or more at the end of January, but newly, graded products and meal vouchers are offered by lottery to shareholders holding 100 shares or more at the end of July. The most expensive product is worth 30,000 yen and is offered to 100 people. It seems that meal vouchers worth 3000 yen will also be offered to shareholders who missed the lottery.

Fujifilm <4901>: 3324 yen (-127 yen)

A sharp decline. The day before, the medium-term management plan and performance revisions for the fiscal year ending 24/3 were announced. Operating profit for the fiscal year ending 2014/3 was lowered from the previous forecast of 290 billion yen to 277 billion yen, an increase of 1.4% from the previous fiscal year. Healthcare and the like seem to be at the center of the downturn. Also, earnings forecasts for the fiscal year ending 25/3 have also been announced, and operating income is 300 billion yen, which is expected to increase 8.3% from the same period, which is lower than the market forecast of about 318 billion yen. Furthermore, the mid-term target value for the fiscal year ending 27/3 has been set at 360 billion yen.

HPC Systems <6597>: 2387 yen (+171 yen)

Significant rebound for the first time in 4 days. It has been announced that a new product group “water-cooled HPC-AI series” has been developed. It will go on sale from late May. Demand for supercomputers equipped with multiple high-performance GPUs is increasing in order to perform high-speed and efficient AI processing due to the progress and spread of AI technology such as generative AI, etc., but power consumption and calorific value are also increasing. The water-cooled HPC-AI series is compatible with high heat sources, and it is said that optimal operation of supercomputers is realized in general offices and laboratory environments.

Anges <4563>: 52 yen (+1 yen)

Continued growth. It has been announced that the progeria remedy “Zokinvi,” which has obtained manufacturing and sales approval from the Ministry of Health, Labor, and Welfare, has been included in drug price standards. Zokinvi is a treatment for Hutchinson Gilford progeria syndrome (HGPS) and progeroid laminopathy (PL) with poor processing in progeria. The manufacturer, the US company, has applied for the application of Section 11 of the US Bankruptcy Law, but it is said that the number of products expected to be necessary has already arrived domestically.

Lawyer Com <6027>: 3035 yen (+101 yen)

Significant rebound for the first time in 3 days. It has been announced that all shares issued by Defense Revolution (Kyoto City), which provides digital case recording tools for lawyers, will be acquired and made into a subsidiary. The acquisition price is not disclosed. It is said that it will be possible to accelerate sales utilizing the customer base that lawyer.com has, expand the functions of products that combine the knowledge of both companies in the legal community with AI technology, and improve the convenience of both services by linking digital case recording tools and case case databases.

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