This has acted as a cap on upside pressure, resulting in a tug-of-war between buying driven by earnings expectations and profit-taking sales.
The mid-term plan forecasts marketplace revenue (in hundred million yen) to grow from 6 to 13 to 25 over the fiscal periods 26.12 to 28.12. This is because a major parts distributor, essential for the order-receiving platform, is scheduled to shift to the cloud in the second half of fiscal period 26.12, coinciding with the planned release of a cloud-based order-receiving function. Given the high convenience and lack of similar systems offered by other companies, it is highly likely that most customers who used the on-premise version will also adopt the cloud version. The company plans to achieve this target by setting an appropriate pricing structure based on the number of users and transaction volumes from the on-premise version. Currently, there is no disclosure of specific figures supporting these projections, so SBI has factored in estimates well below the forecasted levels, though they consider the story to have high probability. They are keeping an eye on future developments.
Air Water continues its unstoppable nine-day rally as City Index’s emergence as a major shareholder boosts the stock.
$Air Water (4088.JP)$ Air Water is demonstrating impressive momentum with a nine-day winning streak. As a leading industrial gas provider catering to diverse industry needs, the company boasts top market share in medical oxygen and has secured strong demand for semiconductors. Meanwhile, according to a large shareholding report submitted to the Kanto Finance Bureau by City Index Eleven, known as an activist investor linked to the former Murakami Fund, their stake in Air Water, together with joint holders, now exceeds 5%, reaching 5.86%.
The purpose of the holding is to provide advice and proposals related to enhancing shareholder value, capital policy, and corporate governance. These include ‘changes in capital policy (increased dividends and share buybacks)’ and ‘privatization of shares (including MBOs),’ which are currently boosting the company’s stock price.
The mid-term plan forecasts marketplace revenue (in hundred million yen) to grow from 6 to 13 to 25 over the fiscal periods 26.12 to 28.12. This is because a major parts distributor, essential for the order-receiving platform, is scheduled to shift to the cloud in the second half of fiscal period 26.12, coinciding with the planned release of a cloud-based order-receiving function. Given the high convenience and lack of similar systems offered by other companies, it is highly likely that most customers who used the on-premise version will also adopt the cloud version. The company plans to achieve this target by setting an appropriate pricing structure based on the number of users and transaction volumes from the on-premise version. Currently, there is no disclosure of specific figures supporting these projections, so SBI has factored in estimates well below the forecasted levels, though they consider the story to have high probability. They are keeping an eye on future developments.
Jimoty, Sanrio, and DataSec are under buying pressure.
As of 9:03:38 AM on May 19, there are 63 special buy quotations and 11 special sell quotations.
Which hit the upper limit the previous day $Jimoty (7082.JP)$ Jimoty is again seeing top buy orders worth 6.13 billion yen (with zero sell orders), driving up the special buy quotation. $Datasection (3905.JP)$and$AGC (5201.JP)$ Buy orders far exceed sell orders, creating the possibility that the stock may be bought up to the upper limit.
In addition,$Sanrio (8136.JP)$and$Olympus (7733.JP)$ 、 $BayCurrent (6532.JP)$ Special buy signals are also being lifted.
On the other hand, which plummeted the previous day, $CKD (6407.JP)$ DataSec is again seeing top sell orders worth 2.5 billion yen (with buy orders at 2.2 billion yen), pushing down the special sell quotation. $EduLab (4427.JP)$ Sell orders far exceed buy orders, potentially driving the stock down to its daily limit through a lowered selling indication.
In addition,$Creal (2998.JP)$and$Jinjib (142A.JP)$ 、 $SIMPLEX VIX Short-Term Futures ETF (318A.JP)$ 、 $ROXX (241A.JP)$ The selling pressure is increasing.
AloJapan.com