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IX Knowledge Research Memo (3): With the advancement of DX, cloud computing, AI, ETC, the IT market is expanding.
■ AIX Knowledge <9753> Market Environment The domestic IT market continues to exhibit steady growth, and the IT market, including Hardware, Software, and services, is expected to maintain stable growth of around 2-3% in the future. The anticipated growth drivers are IT investment projects related to DX in Manufacturing, services utilizing 'FinTech' in the financial sector, and 5G (fifth-generation mobile communications system) in Communications. Regarding information Security, etc.
Noboru Yamamoto's "Stock Research File": The second act of the great market for stocks with a PBR below 1 begins PART 4.
As pointed out repeatedly in this column, the Exchange will soon reveal its views and policies regarding parent-child listings for the first time. According to the release from the expert meeting on December 10th last year, it was stated that the announcement would be made around the New Year, so it is likely to be released today at the earliest, or at the latest by next week. <Three Scenarios> Regarding the stock price reaction to this, three scenarios can be considered. The main scenario suggests that the listing rules will be quite stringent, but once the information is fully disclosed.
<Rating Change Observation> Upgrade of Suka-Pe J / Daido Steel and downgrade of Askul, ETC.
◎ New and resumed QPS <5595.T> -- Bank category is in the middle of three levels Sky Perfect J <9412.T> -- Bank category is at the top level of three levels SCSK <9719.T> -- Bank category is in the middle of three levels (coverage resumed) ◎ Upgrade of Daido Steel <5471.T> -- Internet category is at the top level of three levels ◎ Downgrade of Askul <2678.T> -- U.S. category is at the lowest level of three levels Next Stage <3186.T> -- Domestic semi-major is in the middle of three levels Sazeria <7581.T> -- National
Rating information (investment determination changes - part 2) = Mizuho, Zensho Holdings, ETC
◎Tokai Tokyo Securities (three-tier system: outperform > neutral > underperform) Mizuho <8411.T> -- New "outperform", 4225 yen Ajinomoto <2802.T> -- "neutral" → "outperform", 5770 yen → 7790 yen Harmonic <6324.T> -- "neutral" → "outperform", 4360 yen → 4450 yen Natori <2922.T> -- "outperform" → "neutral", 2550 yen → 22.
List of conversion stocks (Part 3) [List of parabolic signal conversion stocks]
○ List of Stocks for Sell Conversion Market Code Company Name Closing Price SAR Main Board <7211> Mitsubishi 510 573 <7240> NOK 24162488 <7272> Yamaha 13441436 <7294> Yorozu 11831271 <7366> LITALICO 843916 <7383> Net Pro HD 501536 <7607> Shinwa 29493035 <7734> Rikei
Migarou HD --- Group company Avant has joined the secondary agency system of "WinActor" developed by SCSK.
Migar Holdings <5535> announced on the 25th that its group company Avant has participated in the secondary dealer system for the RPA tool "WinActor" provided by SCSK <9719>, and has started services related to implementation support. "WinActor" is a domestically developed RPA (Robotic Process Automation) tool created by NTT Advanced Technology, specializing in the automation of repetitive routine tasks on computers.