AI inside: Presentation of financial results for the 3rd quarter of the fiscal year ending 2025/3
AI inside: Summary of financial results for the 3rd quarter of the fiscal year ending March 31, 2025 [Japanese GAAP] (unconsolidated)
AI Inside 9-Mos Parent Net Y99.00M Vs Net Y473.00M
AIinside [Emerging Markets Rating List]
"Tokai Tokyo" <4488> AIinside NEUTRAL Hold * The ratings of the above companies are based on our confirmation as of January 31st.
Rating information (Target Price change – Part 2) = Mitsukoshi Isetan, Toho, ETC.
◎Morgan Stanley MUFG Securities (three levels: Overweight > Equal Weight > Underweight) Mitsukoshi Isetan <3099.T> -- "Overweight" → "Overweight", 3,700 yen → 3,200 yen Musashi Precision <7220.T> -- "Overweight" → "Overweight", 5,000 yen → 4,500 yen Nomura Koge <9716.T> -- "Overweight" → "Overweight", 1,250 yen → 1,300 yen ◎Okasan Securities (three levels)
Timy and other stocks that are interesting based on changes in Volume.
Stock Closing Price Change from Previous Day Volume <2526> NZAM 400 25565 160 2800 <4179> Gene Next 36036204500 <2081> Policy Shareholding Elimination Promotion 125003399 <2498> Oricon HD 561044046900 <2524> NZAM TPX 2827.5 3.5 12460 <215A> Thailand
Appdome Unveils Threat Dynamics to Become Industry's First AI-Native Extended Threat Management Platform
Volume change rate ranking (10 o'clock) - Logos HD, Kukulebu, etc. have made the ranking.
In the Volume change rate ranking, by comparing the average Volume over the last five days with the Volume on the day of distribution, one can understand the trends in stock selection and the interests of market participants. ■ Highest Volume change rates [Current as of January 17, 10:32] (Comparison of average Volume over the last five days) Stock Code Stock Name Volume Average Volume over the last five days Volume change rate Stock price change rate <2557> SMDAM Topic 30207172.2 15371.4%-0.0112% <205A> Logos
Salesforce's revenue significantly increased, exceeding market financial estimates.
[Cloud] Customer information management (CRM) software salesforce rose by over 10%. The positive response was due to the announcement made the previous evening regarding the financial results for the period from August to October 2024, which exceeded market financial estimates in revenue. The core subscription revenue increased by 9%, growing more than market expectations. <1447> ITbook <2158> Frontio <2349> NID <2351> ASJ <2479> Jtech <2488> JTP <3671>
Toyo Elec, upward revision on 3/25, operating profit 680 billion yen←627 billion yen
Toshiba Electronics <8035> announced a revision to its financial estimates for the fiscal year ending March 2025. The operating profit was revised upward from 627 billion yen to 680 billion yen. In the electronics industry, various products incorporating AI are being introduced, leading to the emergence of new markets. In the semiconductor manufacturing equipment market, investment in memory and advanced packaging equipment for AI applications is significantly expanding, while investment in equipment for mature generations in China continues. Investment in cutting-edge generations for logic/faux
AI inside: Confirmation letter
AI inside: Semi-annual report - 10th period (2024/04/01 - 2025/03/31)
AI inside: Presentation of financial results for the fiscal year ending March 31, 2025 for the 2nd quarter
AI inside: Summary of financial results for the 2nd quarter (interim period) for the fiscal year ending March 31, 2025 [Japanese GAAP] (unconsolidated)
AI Inside 1H Parent Net Y59.00M Vs Net Y322.00M
AI Inside Sees Parent FY Net Y224.00M
Daiwa House, Idemitsu Kosan, Tokyo Electron Ltd. unsponsored adr, SoftBank Group (12th)
※Please note that the above calendar is subject to change depending on the company's circumstances. --------------------------------------- November 12 (Tuesday) <1431> Livework <146A> Colombia <148A> Hatchwork <1491> Chugai Mining <1605> INPEX <1663> K&O Energy <166A> Taski HD <1770> Fujita E
The U.S. alphabet is being bought after hours for financial evaluation.
Alphabet, the holding company of Google in the United States, announced on the 29th the financial results for the July-September 2024 period. The revenue was 88.2 billion 68 million dollars (approximately 13 trillion 540 billion yen), a 15% increase from the same period last year, and the net profit increased by 34% to 26.3 billion 1 million dollars. The revenue from the cloud computing business increased significantly by 35%. The stock price has been trending upwards by over 5% in extended hours trading, likely becoming supportive material. <1447> SAAFHD <215>
Emerging markets outlook: Depending on the election results, it is worth paying attention to whether buybacks will dominate or whether the focus will shift from low-priced stocks to leading stocks.
■The focus has shifted to main board stocks, with emerging markets falling this week. During the same period, while the Nikkei Average was -2.74%, the Growth Market Index was -5.50% and the Growth Market 250 Index was -5.47%, highlighting the weakness of the growth market. Concerns about the House of Representatives general election and the current unfavorable market conditions have led to a cautious approach to buying, with trading volume falling below 100 billion yen for the 10th consecutive business day, more than the main board market. The trading volume on the 25th was 0.27 billion shares.
Amazon's New Fire Tablets Have AI Inside