AlphaPolis [Emerging Markets Rating List]

"Ichiyoshi" <9467> Alphapolis A stationary * The ratings of the above companies are based on our confirmation as of December 20.

Fisco JapanDec 20 20:52

Overview of the Tokyo Stock Exchange Growth Market 250 Index Futures: Selling is dominant due to the rejection of the U.S. budget extension bill.

On December 20, the Tokyo Stock Exchange's Growth Market 250 Index Futures closed at 615 points, down 6 points from the previous trading day. The high was 625 points, the low was 613 points, and the intraday trading volume was 2,837 contracts. The Dow Inc index rebounded for the first time in 11 days on the previous day, December 19, as investors viewed the previous day's sharp decline, which was prompted by the Federal Reserve's indication of a slowdown in the pace of additional rate cuts at the Federal Open Market Committee (FOMC), as excessive, leading to a buying back movement. The GDP for the July-September period announced in the morning was up.

Fisco JapanDec 20 15:30

I-Space is expected to enter the profit growth phase after the investment effects become apparent in the fiscal year ending September 2025.

Interspace <2122> is engaged in a performance marketing business centered on affiliate advertising and a media business centered on "Mama Star." Additionally, efforts are being made to nurture affiliate services through subsidiaries and affiliates in Indonesia, Thailand, Malaysia, Vietnam, and Singapore. For the fiscal year ending September 2024, the consolidated results are a revenue of 7,909 million yen, an increase of 8.6% compared to the previous period, and an operating profit of 555 million yen, a decrease of 29.8%.

Fisco JapanDec 20 15:08

Billing systems, etc., continue to rank, and an upward revision of the financial estimates for the fiscal year ending December 2024 and an increase in dividend payments, along with the announcement of the medium-term plan, have been made.

Billing System <3623> has ranked in (as of 14:32). It has significantly risen. After the close of trading the previous day, the performance forecast for the fiscal year ending December 2024 has been revised upwards. Ordinary profit is expected to be 0.614 billion yen (a 32.3% increase compared to the previous year). This was raised by about 25% from the previous forecast. The number of quick deposit service transactions and others are steady. The year-end dividend (= annual dividend) will be set at 21.5 yen. The previous forecast was 12.0 yen, and the previous year was also 12.0 yen. At the same time, the medium-term management plan was announced. For the fiscal year ending December 2027, ordinary profit is projected to be 12.

Fisco JapanDec 20 13:34

December 20 [Today's Investment Strategy]

[Fisco Selected Stocks] 【Material Stocks】 Cybozu <4776> 2144 yen (12/19) engages in the development, sales, and operation of groupware such as 'kintone'. The year-end Dividends forecast for the fiscal year ending December 2024 has been revised to 'undecided'. The previous estimate was 15 yen, and the one before that was 14 yen. It is being considered for an increase, and it is scheduled to be announced immediately after it is confirmed. Additionally, the performance forecast for the fiscal year ending December 2025 was announced. The operating profit is estimated to be 8.437 billion yen.

Fisco JapanDec 20 07:56

TOPPAN, Mitsubishi Chemical Group, etc.

*TOPPAN <7911> acquired the soft packaging business of a U.S. company for 271.3 billion yen (Nikkei Industrial page 3) - ○*Murata Manufacturing <6981> produces MLCC in India to capture demand for smartphones (Nikkei Industrial page 3) - ○*Akebono Brake Industry <7238> fund becomes the largest Shareholder, Mr. Nagaoka as president (Nikkei Industrial page 3) - ○*Nippon Steel <5401> participating in iron ore development in Canada with Sojitz (Nikkei Industrial page 3) - ○*Mitsubishi Chemical Group <4188> increases production of synthetic quartz powder, capacity enhancement at Kyushu plant (Nikkei Industrial page 3)

Fisco JapanDec 20 07:36