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＜Today's materials and key stocks＞ Avian influenza outbreaks occur one after another in Chiba and Aichi, check related measures.
In Chiba Prefecture and Aichi Prefecture, outbreaks of Bird Flu have been successively confirmed. In Chiba, last week, highly pathogenic suspected H5 Bird Flu virus was detected at a total of seven poultry farms in Choshi City and Asahi City. In Aichi, on the 19th, it was announced that positive cases of suspected infected chickens and quails were confirmed at four poultry farms and farms in Tokoname City and other areas. Companies related to Bird Flu countermeasures include protective clothing manufacturer Azeas <3161.T>, Koken <7963.T>, and Shigematsu <7980>.
The delays in deliveries from major American defense companies pose a greater risk than China.
In a defense context, U.S. Ambassador to Japan Emmanuel has pointed out the negative impact of delays in the delivery of defense equipment on the U.S. military and its allies, criticizing such management stance as posing a "greater risk than China." <7011>Mitsubishi Heavy Industries <7012>Kawasaki <6503>Mitsubishi Electric Corp. Unsponsored ADR <7270>SUBARU CORP Unsponsored ADR <7224>Shinmaywa <7721>Tokyo Instrument <6208>Ishikawajima Harima <7408>Jamco <6
Drone warfare, the next front line is the deep sea.
[Defense] Drones have brought significant transformations to warfare in modern airspace. It has been reported that defense companies and navies anticipate similar capabilities underwater. New types of underwater drones, named 'Ghost Shark', 'Hahn', and 'Manta Ray', are said to be able to dive thousands of meters below the surface and operate continuously for several days with little to no human intervention required. <7011> Mitsubishi Heavy Industries <7012> Kawasaki Heavy Industries <6
OpenAI enters the "war Business".
It has been reported that OpenAI has partnered with defense technology startup Anduril Industries to provide technology for anti-Drone defense systems for the U.S. military. This marks OpenAI's deepest engagement with the Department of Defense to date and is said to be its first partnership with a weapons manufacturer. <7011>Mitsubishi Heavy Industries <7012>Kawasaki Heavy Industries <6503>Mitsubishi Electric Corp. Unsponsored ADR <7270>SUBARU CORP Unsponsored ADR <
Kurazushi, for the fiscal year ending October 2024, operating profit increased by 132.0% to 5.699 billion yen, while the financial estimates for the year ending October 2025 project a decrease of 12.3% to 5 billion yen.
Kurazushi (2695) announced that its performance for the fiscal year ending October 2024 saw revenue increase by 11.1% year-on-year to 234.9 billion 50 million yen, and operating profit increased by 132% to 5.6 billion 99 million yen. For the fiscal year ending October 2025, revenue is projected to increase by 3.4% year-on-year to 243 billion yen, while operating profit is planned to decrease by 12.3% to 5 billion yen. From the perspective of fair profit return to shareholders, including dividends, the shareholder benefit program will be abolished. A commemorative dividend of 20 yen per share will be implemented, in addition to a dividend of 40 yen per share.
Azearth: Extraordinary Report
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