Morning Comments No. 5 reports on movements in several stocks, including a sharp decline in インテＧ. レカム announced a capital raise, ギフトＨＤ received an upgraded investment rating, ピックルスＨＤ reported lower first-half profit and a higher dividend, ダイト announced the acquisition of 杏林薬's generic-drug business, and アイコム announced a basic agreement on the joint operation of LIMNO.
Morning Comments No. 5 reports that インテグループ fell sharply, along with developments at related stocks. インテＧ announced that operating profit for the first quarter of the fiscal year ending May 2027 turned positive at ¥75 million, but the stock came under selling pressure on the view that the announcement had exhausted its near-term catalysts.
レカム announced that it would raise approximately ¥2.36 billion in total through the issuance of new shares and stock acquisition rights allocated to Growth Capital. The payment date is 16 October, the maximum dilution rate is expected to reach approximately 24%, and the funds will be used for M&A, investments and working capital.
ギフトＨＤ received an upgrade in its investment rating from Daiwa Securities to "Buy", with the firm citing strong sales growth and an improved gross profit margin in the third quarter of the fiscal year ending October 2026. Progress toward profitability in the overseas business and the offsetting effect of raw-material costs were also highlighted.
ピックルスＨＤ reported a year-on-year decline in first-half operating profit, while raising its year-end dividend forecast from ¥14 to ¥17. The announcement also covered its application to change its TSE market segment.
ダイト announced a policy of acquiring 杏林製薬's generic-drug business from Meiji Seika Pharma, a company affiliated with the Meiji Group. This followed due diligence and discussions between the relevant parties, leading to a definitive agreement.
アイコム announced that it had reached a basic agreement with トライアイズ on the joint operation of LIMNO. LIMNO has design, manufacturing and quality-control functions in the Tottori region, and the 3 companies plan to establish a structure supporting product development, order acquisition and business operations.