2024-07-29 10:30:00
―While life is returning to normal with the transition to Category 5, concerns are growing as the mutant strain “KP.3” continues to take its place.
coronavirusNow the number of infections is expanding again. As the virus is being replaced by the highly contagious mutant strain “KP.3”, there is a strong sense of alarm as it is believed that we have entered the 11th wave of the novel coronavirus. On May 8 last year, the Infectious Diseases Act moved the classification of pneumonia caused by the new coronavirus to Category 5, and we have just gotten used to returning to normal life. About four and a half years have passed since the novel coronavirus infection was confirmed in Japan in January 2020, but what is the current status of the various countermeasure-related stocks that have attracted investors’ attention during the coronavirus pandemic? We track the current status of coronavirus-related stocks.
● Completely changed the fire on the other side, a series of “progressive stocks”
On January 15, 2020, Japan confirmed its first case of infection. Subsequently, on February 1, it was confirmed that a passenger on a cruise ship that left Yokohama on the 20th was infected, and Japan was plunged into chaos due to the epidemic. Last year, when people first started hyping the spread of the novel coronavirus, said to be an unknown virus of unknown origin, the atmosphere in China was like there was fire on the other side, but it was going to be a disaster.
As infections spread, economic activity came to a standstill. In the stock market, except for viruses, masks, and protective clothing, PCR testThe focus is on stocks related to epidemic prevention. Furthermore, the “new normal” has rapidly changed the nature of social life due to the need to maintain social distance. In this case, there will be a group of stocks that make full use of IT to stand out in new businesses in order to avoid “3C”. New online social life formats such as medical care, activities, education, and telecommuting are rapidly gaining popularity, and the market size is expanding rapidly. Stocks tied to multiple sectors have been some of the best during the coronavirus pandemic.
Currently, according to the number of new coronavirus infections reported at each sentinel site announced by the Ministry of Health, Labor and Welfare every Friday, the latest week from July 15 to 21 shows that the average number of patients per medical institution is 13.62. increase. Considering the number for the week of June 17-23 was 4.61, that means the number tripled in about a month. Even though we have moved into Category 5, infections are still spreading and anxiety is growing.
●The first appearance is Lucky Pharmaceutical
At that time, while reporting on the spread of an unknown virus in China, the first thing that appeared in the article about the new coronavirus inventory search was “Taiko Pharmaceutical 4574″. The article was published on January 10, 2020, when the domestic infection had not yet been confirmed. confirmed. [東証Ｐ]”Speculations about the detection of coronavirus in the Wuhan pneumonia outbreak continue.” Starting from this article, the number of articles related to the new coronavirus will increase. Daiko Pharmaceutical, which makes Clevelin, which uses the power of chlorine dioxide molecules to remove viruses, bacteria and odors, gained attention as part of the epidemic prevention industry in the early days of the outbreak, and its stock price soared. But in August of the same year, the price hit a ceiling of just under 3,000 yen and has continued to fall since then. The long-term sluggish stock price finally bottomed out in December last year, and the stock market entered the recovery stage. The company’s consolidated operating income for the year ending December 2024 is expected to be profitable for the first time in four years.
●Mask-related items are symbols of the coronavirus pandemic
As infections continue to spread, mask shortages are getting worse. In this case, Kawamoto Industrial, the largest manufacturer of medical and health materials, has attracted attention from the stock market. [東証Ｓ]Yadawa Holdings 3107> [東証Ｐ]Style room 3109> [東証Ｐ]For example“Facial mask related”That’s a corner
In this case, Kawamoto Industrial’s stock price will undergo a significant change. The stock price was 450 yen at the beginning of 2020 and soared to 4,000 yen on February 3, attracting the attention of investors. As the search heats up, the number has increased about nine times in a short period of time. Kawamoto Sangyo’s share price sensitivity to the novel coronavirus appears to remain intact. The stock has been on an upward trend since the new coronavirus infection began to spread in the middle of this month. The stock price, which has been hovering around 780 yen, has soared, reaching a high of 871 yen on the 18th. It’s business as usual at the moment and prices have returned to the levels where they started to rise. Although the industry has been hit by falling demand due to the coronavirus pandemic, it is finally starting to show signs of recovery. Consolidated operating income for the fiscal year ending March 2025 is expected to be 500 million yen, an increase of 21.9% from the previous fiscal year.
Unicharm, a symbol of facial mask-related stocks8113> [東証Ｐ]However, the company has been impressive in its efforts to deal with supply shortages during the coronavirus pandemic, including operating 24 hours a day to produce masks. Business performance is also strong. For the fiscal year ending in December 2024, core operating profit is expected to be 144 billion yen, an increase of 12.5% from the previous fiscal year. Profits are expected to continue hitting record highs. The stock price hit its most recent low on April 19, selling to 4,357 yen, but has since rebounded and been bought to 5,354 yen on the 5th of this month. The current price has adjusted somewhat amid the overall market turmoil and is stable at around 5,000 yen.
Other mask-related products, Shigematsu Manufacturing Co., Ltd. 7980> [東証Ｓ]Xingyan 7963> [東証Ｓ]The stock price action during the coronavirus pandemic is still fresh in my memory. Among them, Shigematsu’s unconsolidated operating income for the fiscal year ended March 31, 2021 was attributed to strong orders from its major customers in the manufacturing industry, despite weak orders for masks for infection control due to the transition to Category 5 due to the novel coronavirus. It is expected to increase by 19.8% year-on-year to 940 million yen. Share prices have been swinging wildly up and down due to the recent spread of infections, but there’s also a need to buy quickly, so it’s worth keeping an eye on developments from here on out.
●Special needs arising from the expansion of PCR testing
At the beginning of the spread of the infection, some pointed out that the number of tests conducted to determine the number of infected people in Japan was small, and there were voices in Japan and abroad that the actual situation was far from understood. In response to this criticism, the public and private sectors have stepped up their PCR testing systems, leading to a significant increase in the number of tests. Falco Holdings, a large clinical testing company 4671> [東証Ｓ]4694> [東証Ｐ], H. as a clinical trial drug. U. Group Holdings 4544> [東証Ｐ]and Yingyan Chemical, whose new coronavirus gene detection reagent uses its proprietary gene amplification technology “LAMP method” and has attracted attention 4549> [東証Ｐ]”Special needs” appear in the following fields
Among them, Eikenka’s comprehensive profit forecast for the fiscal year ending in March 2025 is expected to be 5.66 billion yen, an increase of 67.6% from the operating profit stage of the previous fiscal year. According to the mid-term management plan, the company focuses on three key business areas: “contributing to the prevention and treatment of cancer”, “contributing to the eradication and control of infectious diseases” and “providing products and services useful to mankind”. medical insurance. Despite the recent overall market turmoil, the stock price has continued to rise and is trading smoothly within its highest range since the beginning of the year, so price trends will be focused on going forward.
●Takara Biotech and Shimadzu are also struggling
Treasure Bio4974> [東証Ｐ]The company primarily sells reagents and equipment for genetic research and is also active in regenerative medicine, but it has seized on demand for reagents related to COVID-19 testing during the coronavirus pandemic. On the 17th of this month, we released higher-quality mRNA vaccine development reagents. With the practical application of the mRNA vaccine against the new coronavirus, the research and development of mRNA as a new drug discovery therapy is not only used to prevent infectious diseases, but also for purposes such as cancer treatment. Consolidated operating income for the fiscal year ending March 2025 is estimated at 5 billion yen, an increase of 66.5% from the previous fiscal year.
In addition, Shimadzu is a large measurement analyzer company, [東証Ｐ]He was highly praised for developing testing kits and other products from the early stages of the spread of the new coronavirus and expanding the then weak testing system. Currently, the company focuses on four major fields: medical, green, materials, and industry, and is performing well. Consolidated operating profit for the fiscal year ending March 2025 is expected to increase 4.5% annually to 76 billion yen, setting a new profit high for the fifth consecutive year.
●Focus on space sterilization equipment
Additionally, from a prevention perspective, brands using various technologies to combat the spread of infection are gaining attention.
Japanese machine installation 6376> [東証Ｐ]In January 2020, it released its own space sterilization and deodorization equipment “Aeropure”. The product uses sterilization and deodorization technology that combines deep ultraviolet LEDs and photocatalytic filters jointly developed with Nobel Prize winners to keep spaces clean and has attracted widespread attention in the stock market. Even in April this year, Kashima 1812> [東証Ｐ]Announced the joint development and commercialization of Stela UVC, an air conditioning system with infection control in mind. The company’s comprehensive profit forecast for the fiscal year ending in December 2024 predicts operating income of 9 billion yen, an increase of 52.9% from the previous fiscal year.
In addition, Kanamic Network also provides cloud services specifically targeted at local governments, medical associations and the nursing field. [東証Ｐ]In April 2020, we started selling the UVC Air Cleaning Manager, an ultraviolet sterilization device for indoor spaces as a countermeasure against novel coronavirus infection. With the declaration of the emergency came interest. Expectations are high as demand is expected across various business categories such as medical facilities, nursing facilities, schools and restaurants. Consolidated operating profit for the fiscal year ending September 2024 is expected to be 1.4 billion yen, an increase of 27.7% from the previous fiscal year, setting a new record.
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