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Kayak --- a significant increase in profit is anticipated this term, recognizing creators as the most important capital.
Kayak <3904> has a management philosophy of "increasing the number of creators" and develops Japanese-style interesting content businesses. The portfolio is divided into five units: (1) Interesting Production (Advertising, DX Outsourcing) (2) Gaming Entertainment (In-house and outsourced games, XR) (3) Esports (Tournament Operation, Education) (4) Community Capitalism (Immigration platform "SMOUT", community currency "Machin no Coin", etc.) (5) QITABANKUAI (Publishing, weddings and funerals, etc.).
Kayac: Confirmation
Kayac: Financial Report - 20th Term (2024/01/01 - 2024/12/31)
Kayak rebounds, transferring the "Nativ.media" business to FLN.
Kayac <3904.T> is rebounding, momentarily rising by 2 yen to 452 yen. After the market close on the 20th, it was announced that a contract was signed to transfer the 'Nativ.media' business to Future Link Network (FLN) <9241.T>, which was seen as material news. With this contract, FLN aims to combine the nationwide network of 'Maipure' with the content aimed at migrants and related populations that 'Nativ.media' possesses, striving to promote Regional Revitalization 2.0. Kayac's stock is up in the early morning.
Agile, FLN and others [Emerging Markets Press Release]
Large exercise of the 15th subscription rights (with price adjustment clause) for LAHD starting from the 20th, number of shares to be delivered, 0.01 million 1000 shares. Approval for clinical trial application of TIMS TMS-007 (JX10) in China. Genova Ltd. Share Buyback, with a maximum of 1 million stocks (7.21% of issued stocks), will be purchased on the 21st at ToSTNeT-3. Termination of the business partnership with Hitachi Industrial Equipment Systems, which is engaged in manufacturing. New shareholder benefit program for Agile.
A soft tone and declining U.S. stocks may weigh on the market, but a solid performance at lower levels is expected.
[Emerging Markets Individual Stock Global Strategy] Today's emerging markets are expected to experience a downward trend. In the US stock market on the 20th, the Dow Inc dropped significantly by 450.94 points (-1.01%) to 44,176.65, marking a major decline after three days. The retail performance of Walmart was disappointing, raising concerns over domestic consumption slowdown. Additionally, the increase in weekly new Insurance claims and the worse-than-expected decline in the January Leading Economic Index fueled fears of economic slowing, which weighed on stock prices. Moreover, President Zelensky of Ukraine addressed the situation.