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とるねこ Male ID: 182496202
株価と業績ギャップある銘柄について分析していきます!ラインoc とるねこの不思議な株式もよろしくです!
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    $JIG-SAW(3914.JP)$
    At the general meeting of shareholders, according to the president, AWS's expansion into data centers has had a pretty big impact on Jigsaw, and Google Cloud monitoring is also having a pretty strong impact.
    The IoT security policy of the Ministry of Economy, Trade and Industry that Jigsaw has continued for a long time has finally been institutionalized. A huge spread can be expected from now on.
    The joint venture with SBI already has multiple client PJs running, and there is considerable demand
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    $Enechange(4169.JP)$
    Allegations of fraud other than the SPC scheme were discovered at IR on the night of 3.29. It will be affected by 2022, and there is actually a possibility that the debt will be exceeded. Delisting and banks' loss of maturing profits have become quite accurate. It should be done as soon as possible. Never carry anything over.
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    $Enechange(4169.JP)$
    Summarizing the facts announced by Energy Change, it is fraudulent accounting in which SPC, which should have been consolidated, was removed from consolidation, the deficit was transferred to the SPC, and in terms of disclosure, sales and profits were growing. If it is judged to be a false settlement by the Tokyo Stock Exchange, the possibility of delisting will naturally increase. Furthermore, if consolidated, losses will expand close to 1 billion dollars, so there is a mass of risk that the company will end with excess debt, short funds, huge warrants, MSCB, return of investment funds to the country, lump-sum repayment of bank loans, securities lawsuits, and the end of the company. You should run away as soon as possible.
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    $SanBio(4592.JP)$
    Since the manufacturing method of Sunbio is different between an investigational drug and a mass-produced drug, an order has been received from the Ministry of Health, Labor, and Welfare to prove whether it is the same drug. However, even with the same manufacturing method, the effects of regenerative medicine drugs vary, and it is difficult to maintain homogeneity in quality, let alone a level where it is theoretically impossible if the manufacturing methods are different. When it comes to that, it is a study that assumes the worst pattern of re-testing from scratch using the current manufacturing method, the additional cost is about 30 billion, and the stop is cheap because of the calculation that takes 4 years.
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    $QD Laser(6613.JP)$
    iOWN member Iocore makes quantum dot connectors, and what is exclusively supplying them is QD lasers, and Iocore has succeeded in developing an immersion system that is next-generation data center technology with NTTDATA, that is, Io Core connectors, or QD chips, are used in data centers and smartphones. Tens of millions to hundreds of millions are needed every year. A story about what would happen if the gross margin was 1000 yen or something
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    $JIG-SAW(3914.JP)$
    It's finally out! Operating profit margins have doubled due to generative AI, and new businesses are going well. It's a brand that might turn big, so now. Our partners and locations are also top notch...
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    $MicroStrategy(MSTR.US)$
    Imports and exports will now be traded in bitcoins. The dollar's hegemony is over. Transactions with anything other than the dollar block become bitcoins.
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    $Direxion Daily Semiconductor Bull 3x Shares ETF(SOXL.US)$
    The preferential treatment for American semiconductors is no longer the same whether it's Biden or Trump, so wouldn't it be strange to say $100!
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    Unrealized gains exceeded 50 percent in three weeks... well, nobody wants Japanese stocks...
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    $Institute for Q-shu Pioneers of Space(5595.JP)$
    Yes, the Ministry of Defense has received an order of 5.4 billion. The full year sales are around 1.4 billion, so the impact is ridiculous. When the Ministry of Defense is involved, Japan-US security and QUAD are also involved. It's going to be an endless world. It's not the ratio of cherry blossoms.
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