4824 MEDIASEEK
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MEDIASEEK News
Atra G --- From May, we will begin providing braintech services through a business partnership with MediaSeek
Atra Group ＜6029＞ announced on the 28th that it concluded a basic agreement with Media Seek ＜4824＞, which is promoting Braintech related businesses, in August last year, and will begin providing it at physical stores after testing and introduction. The company operates an osteopathic clinic that performs treatments against pain with the keyword “health,” and a studio that provides personal care for the purpose of health promotion based on the treatment. Braintech provided by MediaSeek
Media S--- “DTx Chaos Map 2024” released
Media Seek ＜4824＞ announced on the 20th that “DTx Chaos Map 2024” has been created and released. “DTx Chaos Map 2024” was restructured from a different perspective than before, based on the theme of future changes in medical experience while updating information on the “DTx Chaos Map 2022" released by Media Seek in 2022/12. The horizontal axis is classified into 4 categories of “prevention,” “diagnosis,” “treatment,” and “prognosis,” which are medical points of contact, and the vertical axis is the deepening of technology
Media S Research Memo (6): Ordinary income and net income attributable to parent company shareholders were revised upward due to sales of investment securities (1)
■Future Prospects 1. Consolidated Earnings Forecast for the Fiscal Year Ending 2024/7 The consolidated earnings forecast for the fiscal year ending 2024/7 was 924 million yen, up 6.1% from the previous fiscal year, operating income was 43 million yen, up 3.5% from the same period, ordinary profit was 92 million yen, up 17.7% from the same period, and net income attributable to parent company shareholders was 61 million yen, up 1.1% from the same period. After that, a revised forecast was announced in 2024/3, and although sales and operating income did not change, ordinary profit increased 139.3% from the previous fiscal year to 187 million yen
Media S Research Memo (5): Sales and profit increased in the 2nd quarter of the 2024/7 fiscal year. Driven by corporate DX sales growth (3)
■Performance Trends 3. The management index Media Seek ＜4824＞ lists three indicators as management indicators: segment profit margin in “corporate DX,” number of downloads of “Iconit” in “image analysis/AI,” and number of “My Class” customers and usage fees in “lifestyle DX.” (1) “Corporate DX” segment profit margin Sales for the second quarter of the fiscal year ending 2023/7 were 155 million yen, followed by the second quarter of the fiscal year ending 2024/7
Media S Research Memo (2): Actively advance into new technology fields based on a stable financial foundation
■Company Overview 1. Company Overview MediaSeek ＜4824＞ was founded in 2000 and has built up a track record in the system integration field for over 20 years. Based on the management philosophy of “continuing to produce good things,” we aim to expand corporate value. The company's services include the school management system “My Class,” which has celebrated its 20th anniversary and is growing in demand, and the barcode application “ICONIT,” which has recorded a cumulative total of 36 million downloads with a track record of over 10 years. this
Media S --- signs of monetization for Braintech DTx. Revised upward due to gains on sales of investment securities
Media Seek ＜4824＞ is an enterprise specializing in system development established in 2000, and has boasted a high track record in specific fields over many years. Five business portfolios have been formulated according to market needs. The five business portfolios are “Corporate DX,” a system consulting service for corporations, “image analysis/AI,” which focuses on research and development of applications and AI technology equipped with barcode and QR code reading functions, education,
Media S---Setting a Record Date for Convocation of an Extraordinary General Meeting of Shareholders
Media Seek ＜4824＞ announced the setting of a reference date for the convocation of an extraordinary general shareholders' meeting scheduled to be held on 2024/6/26 on the 26th. In order to determine shareholders who can exercise voting rights at this extraordinary general meeting of shareholders, the company has set 2024/5/13 as the reference date, and shareholders listed or recorded in the last shareholder register on the same day are shareholders who can exercise voting rights. The reference date is 2024/5/13, the announcement date is 2024/4/26, and the announcement method is electronic notice. books
Media S --- Fiscal Period Change and Partial Amendment to Articles of Incorporation
Media Seek ＜4824＞ announced on the 26th that it will change the fiscal period on the condition that a bill relating to partial changes to the articles of incorporation is resolved at the extraordinary general meeting of shareholders scheduled to be held on 2024/6/26. As disclosed on the 26th, the company has concluded a basic agreement with the Japan Living Guarantee ＜7320＞ for business integration between the two companies through a stock exchange, and plans to carry out this business integration with 2024/11/1 (planned) as the effective date of the stock exchange. Both companies due to this business integration
Media S --- Decrease in the amount of capital (capital reduction)
Media Seek ＜4824＞ announced on the 26th that it will submit a bill relating to a reduction in the amount of capital to the extraordinary general meeting of shareholders scheduled to be held on 2024/6/26. The purpose of capital reduction is to reduce the amount of capital (capital reduction) based on the provisions of Section 447 (1) of the Companies Act in order to ensure flexibility and mobility of capital policies. Note that there is no change in the total number of issued shares and net assets due to this matter, and there is no impact on the number of shares held by shareholders or the amount of net assets per share. Amount of capital 823,267
Brands that moved the day before part 2 Nex Group, Nippon Food Chemical, Tokyo Electron Devices, etc.
<コード>Stock name 1 day closing price ⇒ compared to the previous day Tokyo Electron Device ＜2760＞ 5180 -560 The outlook for profit declines and dividends for the current fiscal year is viewed negatively. DMmix ＜7354＞ 243 -17 Recently, the ownership ratio of newton implants has declined. Chugoku Electric Power ＜9504＞ 1000.0 -85.5 I'm disgusted by the drastic decline in consensus guidance for the current fiscal year. Enplus ＜6961＞ 8300 -410 consensus is declining while forecasting a drastic increase in profit this fiscal year. Otsuka
Stocks that moved the day before part 2 data section, Kyudenko, Socionext, etc.
<コード>Stock name 30-day closing price ⇒ compared to the previous day, Nitto Denko ＜6988＞ 13070 -1185 consensus is downward in both the results for the first fiscal year and outlook for the current fiscal year. Oriental Land ＜4661＞ 4362 -292 earnings forecasts for the current fiscal year showed a sharp decline in consensus. TechnoPro HD ＜6028＞ The financial results for the fiscal year ending 2700.0 -153.51-3 declined in consensus. Kyudenko ＜1959＞ 6552 -506 earnings forecast for the current fiscal year is lower than the mid-term plan. Advantest<68
Emerging Market Stock Digest: SBI Leasing fell drastically, and Cloud W rebounded drastically for the first time in 3 days
＜9467＞ AlphaPolice 1924 +45 rebelled drastically for the first time in 3 days. It has been announced that the 2nd PV of the TV animation for the fantasy novel “Isekai Yuriri Travelogue ~ I Will Be an Adventurer While Raising Children ~” with a total of 1.1 million copies in the series has been released. The broadcast is scheduled to begin in July. Also, it was decided that a collaboration project with the popular anime “Jajin-chan Drop Kick” will be held. The first pre-broadcast episode of “Isekai Yuriri Travelogue” will be screened ahead of time at the same anime festival to be held in June
Front market [stocks that have moved, stocks that have been created]
*Tamron ＜7740＞ 7360 cars - A sharp increase in profit in the first quarter came as a surprise. *PeptiDream ＜4587＞ 2022 +400 Expand partnership with Novartis in peptide drug discovery. *Mitsubishi Electric ＜6503＞ 2772.5 +379.5 Earnings guidance for the current fiscal year greatly exceeded market expectations. *SB Technology ＜4726＞ 2943 +397 continues to fall behind the TOB price implemented by SoftBank. *Mimasu Semiconductor Industry＜8155＞ 3680 +4
Notable stock digest (front): Mitsubishi Electric, Hitachi, Komatsu, etc.
Mitsubishi Electric ＜6503＞: 2772.5 yen (+379.5 yen) sharp rebound. Financial results for the fiscal year ending 2014/3 were announced last weekend, and operating profit was 328.5 billion yen, up 25.2% from the previous fiscal year, and landed at a level similar to market expectations. The fiscal year ending 25/3 is 400 billion yen, which is expected to increase 21.8% from the same period, which greatly exceeds the consensus of about 350 billion yen. It seems that they are expecting a drastic expansion of the FA system, where it has been confirmed that orders have bottomed out. Also because there is a strong tendency to show relatively conservative guidance. Strong
Media S --- Significant growth, basic agreement due to business integration through stock exchange with Japan Living Guarantee, and plans for delisting
Continued significant growth. It has been announced that a basic agreement has been concluded with the Japan Living Guarantee ＜7320＞ for business integration through stock exchange. The share exchange ratio will be determined until the final contract is concluded. Media Seek will become a wholly owned subsidiary of Japan Living Guarantee, and Media Seek shares are scheduled to be delisted on October 30. The purpose is to combine the functions of both companies, which are highly complementary through integration, at a higher level. Also, it is said that they aim to step up to the Tokyo Stock Exchange prime market at an early stage.
Support for steady growth in long-term US interest rates
[Emerging Markets Individual Stock Strategy] Today's emerging markets are expected to develop steadily. The Dow average rose by 153.86 dollars (+ 0.40%) in the US stock market on the 26th of the previous weekend during the Tokyo market's three-day holiday. The market was supported by purchases that favored the financial results of major high-tech companies, and purchases that favored long-term interest rate declines without results to the extent that the March Core PCE Price Index was alarmed. The Dow average for yesterday 29th continued to rise to 38,386.09 dollars, up 146.43 dollars (+ 0.38%). It's scheduled for this week
Japan Living Guarantee, GRCS, etc.
＜3461＞Palma Earnings Real Estate (self-storage facility in Honjo City, Saitama Prefecture) was acquired ＜7140＞PetGo revised downward, and a basic agreement on business integration through stock exchange was concluded with the initial operating profit forecast of 245 million yen ← 269 million yen ＜7320＞ Japan Living Guarantee Media Seek ＜4824＞ ＜7363＞End of Baby Calendar's share acquisition ＜7707＞PSS impairment loss of approximately 110 million yen is expected to be recorded as an extraordinary loss ＜9244＞ Digitalift downward correction, now
Media Seek --- Cooperate with obtaining technical standard compliance certification for the band-type EEG measurement device “muS,” and begin domestic sales
Media Seek ＜4824＞ announced on the 8th that it will cooperate with obtaining a technical standard compliance certificate for the band-type EEG measurement device “muS” developed by Interaxon in Canada, and will begin domestic sales.
Media S---Cooperated with obtaining technical standard compliance certification for the band-type EEG measurement device “MuS” and began domestic sales
Media Seek ＜4824＞ announced on the 8th that it will cooperate in obtaining a technical standard compliance certificate for the band-type EEG measurement device “muS” developed by Interaxon in Canada, and will begin domestic sales. Until now, Media Seek has sold the device “Muse2” developed by Interaxon as an authorized sales agent as an electroencephalogram measurement device linked to the application “Neuro Switch,” which provides training programs using brain waves.
Emerging Market Stock Digest: QPS Laboratories rebounded drastically for the first time in 5 days, and SoftFreon temporarily stopped high
Significant rebound for the first time in 5 days. It has been announced that the Cabinet Office has successfully bid for the “demonstration aimed at expanding the use of the Reiwa 6 Small SAR Satellite Constellation (Part 1)”.
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