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A new phase of the AI bubble is emerging, with expectations for the expansion of social implementation - which stocks are strong candidates?
The rise of low-cost generative AI, referred to as "Deep Seek", has caused a seismic shift in the tech industry, but this may not be a collapse of a bubble, rather it could be the prologue to a new bubble. The improvement in performance of large language models (LLMs) that learn natural language generation has opened up prospects for achieving this without relying on massive investments, which signifies an expansion of the social implementation landscape. Companies involved in related services may experience a strong tailwind.
Kogano Electricity ETC [Stocks with interesting features viewed from Volume changes]
Stock final prices compared to the previous day and Volume *<5025>* Mercury 72110068100 *<6199>* Seraku 1544241391900 *<5965>* Fujimac 995107270300 *<6814>* Furuno Electricity 28343533938800 *<9327>* E-Logit 2401508100 *<156A>* Material G 688100515400 *<3093>* Trefac 15642051681000 *<3501>* SUMINOE 21659.
Stocks that moved the previous day part 2: Groving, Material Group, Speee.
Stock Name <Code> Closing price on the 15th ⇒ Change from the previous day Sansan <4443> 2345 -105 seeing a significant drop in profits in the first half as negative. Kioxia HD <285A> 1846 -104 also dragged down by the lackluster movement of Semiconductors related stocks. Interaction <7725> 1065 -6 saw a significant rise on the 14th due to upward earnings revision. Nexcela Pharma <4565> 931 -39 concerns over supply and demand trends are also strong. Japan Steel Works <5631> 5743 -.
Spot information on individual stocks (1)
Jamco <7408.T> (supervision) halted at the upper limit with a buy order preference. BCJ-92 Corporation has implemented a TOB (public tender offer). There is a move to align with the purchase price of 1800 yen. Teitsu <7610.T> rebounded sharply. Although the consolidated operating profit Financial Estimates for the February term were revised downward, it led to a sense of release. Seraku <6199.T> reached a new high since last year. In the first quarter of the August term (September to November last year), the consolidated operating profit was 770 million yen (a 46% increase compared to the same period last year). ABEJA <5574.T> continued to rise significantly.
Stocks that moved or were traded in the first half of the session.
*TSIHD＜3608＞ announced a significant increase in Dividends due to special profit recognition and additional Share Buyback. *Jamco＜7408＞ aims for complete acquisition through a tender offer by U.S. Bain. *Furuno Electric＜6814＞ has revised its Financial Estimates and Dividends upwards. *Treasure Factory＜3093＞ expects to return to operating profit growth in the November period. *Open Group＜6572＞ announced the implementation of Share Buyback.
Cerak surged to a new high since last year, with significant profit growth reported for the first quarter of the fiscal year ending in August 2025.
Cerak <6199.T> soared sharply. At one point, it reached a price of 1,541 yen, up 238 yen, significantly surpassing the last year's high of 1,490 yen on September 3. After the market closed on the 14th, the consolidated financial results for the first quarter of the fiscal year ending August 2025 (September to November 2024) were announced. It showed significant profit growth and was well received. The first quarter results reported revenue of 6.2 billion yen (up 15.6% compared to the previous period) and operating profit of 768 million yen (up 46.4% compared to the previous period). Although the Midori Cloud business experienced a slowdown and reported a segment loss, the digital innovation...