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T and S Research Memo (3): Independent Software Contract Development Company (2)
■ Company Overview of T&S Group <4055> 5. AI Solutions Category The AI Solutions Category is expected to be a business area that will lead to future growth and new sources of revenue. Approximately five years ago, the advanced technology solutions category, which is the predecessor of this category, was established and has already succeeded in monetization. The percentage of this category in revenue for the fiscal year ending September 2024 is 9.6%, an increase of 0.8 points compared to the previous period, showing steady expansion.
Tosei, Aeon Delaire, Etc (additional) Rating
Upgraded - Bullish Ticker Symbol Company Name Brokerage Firm Previous Change After --------------------------------------------------- <7735> Screen Mizuho "Hold" "Buy" Downgraded - Bearish Ticker Symbol Company Name Brokerage Firm Previous Change After --------------------------------------------------- <6586> Makita GS "Buy" "Hold" <6857> Advante Mizuho "Buy"
NEC Completes Tender Offer for NESIC; Increases Stake to 73.9%
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
The Nikkei average started down 203 points, with declines in companies like Tokio Marine and Renesas ETC.
[Nikkei Stock Average and TOPIX (Table)] Nikkei Average; 39879.36; -203.94 TOPIX; 2775.66; -10.91 [Opening Overview] On the 8th, the Nikkei Average opened at 39879.36 yen, falling by 203.94 yen. The US stock market on the 7th declined. The Dow Inc decreased by 178.20 dollars to 42528.36 dollars, and the Nasdaq closed down by 375.30 points at 19489.68. The rise of Semiconductors NVIDIA (NVDA) is
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
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