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新興市場銘柄ダイジェスト:TKPは急反発、ジェネパは続伸

Emerging Market Stock Digest: TKP rebounds sharply, Genepa continues to rise

Fisco Japan ·  Apr 18 02:44

<6027> LawyerCom 2996 +62

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.

<6597> HPC Systems 2304 +88

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.

<3479> TKP 1615 +115

A sharp backlash. SBI Securities lowered the target stock price from 4740 yen to 4170 yen, and then continued to make investment decisions “buying.” The securities were evaluated as “upfront investment continues, but the highest operating profit will be renewed due to a recovery in food and beverage demand, etc.” The operating profit forecast was lowered from 7.80 billion yen to 7.350 billion yen (company plan 7.350 billion yen) for the fiscal year ending 25/2, while maintaining it at 10.00 billion yen for the fiscal year ending 26/2, and set it at 12.50 billion yen for the fiscal year ending 27/2. It has received a high level of target stock prices, and it seems that buying is ahead.

<5870> Narnet 780 +37

A sharp backlash. Multiple media have reported that “the ITOCHU Corporation <8001> Group and J-Will Partners (JWP), a corporate revitalization fund, will acquire Big Motor, a major used car sales company, for approximately 60 billion yen.” ITOCHU Corporation has capital participation in Narnet Communications, and speculation is spreading that the Big Motor acquisition will lead to an expansion in the performance of Narnet Communications, which handles automobile maintenance.

<3195> Genepa 270 +20

Continued growth. It was worked on as an outsourced work by the Cabinet Office, and it was announced that they were entrusted with the FY24 system maintenance work for “e-CSTI,” which was opened to the public on 20/9/1. e-CSTI is an evidence system that analyzes and shares data to promote policy making and corporate operations based on objective evidence. The company has incorporated know-how in the EC support business utilizing its own group's big data into the construction and performance investigation work of the same system.

<4563> Anges 51 ±0

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.

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