Topic Stock Pickup[Evening Edition](1): Ryoyo Elec, Shinko Kogyo, Fujitsu |

2023-06-01 06:12:07

Ryoyo Elec From the multi-function chart of “Kabu-Tan”

■ Ryoyo Electro 8068> 3,180 yen +501 Yen (+18.7%) stop height Today’s closing price TSE prime rise rate top
Ryoyo Electro 8068> rebounded sharply. It hit the 3,000-yen mark and hit a new year-to-date high. After the close of trading on the 31st, along with the announcement of consolidated financial results for the first quarter (February to April) of the fiscal year ending January 2012, the company announced an upward revision to its earnings forecast for the full year. The sales forecast has been raised from 120 billion yen to 128 billion yen (down 1.5% year-on-year), and the final profit forecast has been raised from 5.5 billion yen to 7.5 billion yen (2.5 times the previous year). In addition, the annual dividend forecast has been revised from 120 yen to 160 yen, an increase of 50 yen from the previous term, by 40 yen. It seems that the buyers who liked these things gathered. The results for the February-April period, in which the ICT/solutions field performed well, were reflected in the full-year forecast. In addition, the fact that Ryosan 8140> has become an equity-method affiliate is expected to exceed the provisional figure for the gain on negative goodwill, which will also contribute. Sales for the period from February to April were 32,586 million yen, up 4.8% from the same period last year, and the final profit was 4,923 million yen, up 5.9 times from the same period last year.

■ Shinko Electric Industry<6967>5,540 yen+560 Yen (+11.2%)temporary stop high Today’s closing price Tokyo Stock Exchange Prime No. 2 increase rate
Shinko Electric Industry<6967>surged in the late afternoon and hit new highs since the beginning of the year.On this day, Fujitsu<6702>Regarding Shinko Kogyo, which aims to sell its stake, U.S. investment funds KKR and Bain Capital, as well as the Innovation Investment Corporation and Dai Nippon Printing Co., Ltd.<7912>Some said they were interested in bidding. Investors who expected a premium to be added to the stock price at the time of sale seemed to have gathered. According to reports, Fujitsu plans to sell all of its shares in Shinko Kogyo and has already appointed a financial advisor. While the negotiations are at an early stage, Fujitsu is adjusting to accept proposals that include the option of selling all of its shares, as well as the acquisition of all outstanding shares through TOB (Tender Offer).

■ LIFENET INSURANCE COMPANY<7157>966 yen+76 Yen (+8.5%) Today’s closing price
Lifenet Life Insurance<7157>is high. According to the large-scale holding report submitted to the Ministry of Finance on May 31 by Oasis Management, a Hong Kong investment fund, it was found that the holding ratio of Lifenet shares exceeded 5% newly at 6.50%. In response to this, there was speculative buying on supply and demand. The purpose of holding shares is portfolio investment and making important proposals. The reporting obligation occurs on May 24th.

■ Fujitsu<6702>18,875 yen+1,155 Yen (+6.5%) Today’s closing price
Fujitsu<6702>is an increase in the aftermarket increase.Subsidiary Shinko Electric Industry<6967>It was reported on the same day that US investment funds KKR, Bain Capital, and the Japan Innovation Investment Corporation (JIC) are considering bidding.Fujitsu positions Shinko Engineering and Fujitsu General as non-core businesses<6755>、DDK<6955>There is a history of revealing the policy to sell the holdings of the company last year. Future progress of business restructuring is expected, and Fujitsu stocks were bought as high as 9% at one point. Shinko Kogyo also surged in the latter half of the season, and there was a scene where the stop price was set. Fujitsu Ze and FDK are also being looked at speculatively.

■ Sanrio<8136>5,850 yen+270 Yen (+4.8%) Today’s closing price
Sanrio<8136>rebounded sharply for the first time in four days. SBI Securities raised its target price for Sanrio from 8,000 yen to 8,700 yen on the 31st. The investment decision will continue to be “buy”. He pointed out that inbound demand is expected to increase in the domestic business this term, and that the new system is expected to have the effect of improving inventory management.China business is also AlibabaIt is expected that profits will increase by utilizing the group’s abundant sales channels. The securities company raised its operating profit forecast for the fiscal year ending March 2024 to 16,502 million yen from the previous 16,157 million yen.

■ Safey<4375>811 yen+32 Yen (+4.1%) Today’s closing price
Safey<4375>continues to grow. After the close of trading on the 31st, it announced that it had invested in Viagate (Shinagawa-ku, Tokyo), which develops a marketing research platform that utilizes facial expression analysis technology and gaze measurement technology using smartphone cameras. It seems that there was a purchase in anticipation of a positive effect on the business. Invested through Safey’s Corporate Venture Capital (CVC). Viagate will use the funds raised to strengthen its development team. Safie expects a synergistic effect with the cloud recording video platform “Safie”.

■ Tri-Chemical Laboratory<4369>2,569 yen+96 Yen (+3.9%) Today’s closing price
Tri-Chemical Laboratory<4369>backlash. It looks like it’s going to cut back after breakfast, and it’s a stubborn move. Consolidated financial results for the first quarter (February to April) of the fiscal year ending January 31, 2012, announced after the close of trading on the 31st, showed sales of 3,228 million yen, up 3.5% year-on-year, and a final profit of 23,000 yen. .3% decrease to 992 million yen. Despite the final double-digit decline in profit, the progress rate against the forecast for the interim period is in the 53% range. Although there was a slowdown in demand for memory, mainly in South Korea, there was widespread acceptance that the business conditions themselves were within the market’s expectations. It seems that many investors who are waiting for a drop in demand have gathered to buy the material, which is one of the company’s strengths.

■ Sigmaxis<6088>1,130 yen+38 Yen (+3.5%) Today’s closing price
Sigmaxis Holdings<6088>reacted sharply. After the close of trading on the 31st, it was announced that the total number of shares to be acquired would be 1.5 million shares (3.37% of the total number of issued shares excluding treasury stock), and the total acquisition amount would be 1.2 billion yen. . The acquisition period is from June 20 to January 31, 2024. Acquisition will be made through a market purchase on the Tokyo Stock Exchange and off-auction own share repurchase trading (ToSTNeT-3) on the Tokyo Stock Exchange. In addition, on February 29, 2012, 500,000 shares (1.12% of the total number of issued shares excluding treasury stock) will be canceled.

■ MARUI GROUP<8252>2,418 yen+79Yen (+3.4%) Today’s closing price
Marui Group<8252>rebounded for the first time in three days. On May 31, Iwai Cosmo Securities continued to give the company’s stock an investment rating of “A” and raised its target price from 2,680 yen to 2,750 yen. In the fiscal year ending March 2011, sales and profits increased, but the company did not achieve its plan due to soaring electricity bills and sluggish acquisition of new rent guarantee contracts. However, in the fiscal year ending March 2012, sales and profits are expected to increase due to the improvement of the retail business and the steady growth of the fintech business. In addition, the dividend is planned to increase significantly by 42 yen from the previous term to 101 yen. By changing the dividend policy and using the dividend on equity ratio (DOE) as an index, we are evaluating the fact that we can expect stable dividend increases over the long term.

■ Mitsubishi UFJ<8306>963.9 yen+31.4Yen (+3.4%) Today’s closing price
Mitsubishi UFJ Financial Group<8306>turned back after morning. The US House of Representatives voted on the bill to suspend the debt ceiling on the 31st (the morning of the 1st in Japan time), and passed it with a majority. The results were in line with market expectations, but there is also the view that the tail risk of losing the asset value of US Treasury bonds held by Japanese financial institutions due to a US default has receded, so buying is a relief. The feeling seems to have spread.Sumitomo Mitsui Financial Group<8316>Tomizuho Financial Group<8411>also solid, Concordia Financial Group<7186>or Bank of Kyoto<8369>Regional bank stocks are generally performing well.

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