Dentsu Soken News

Rating information (investment decision changes - part 2) = INV ETC

◎Tokai Tokyo Securities (three-tier rating: outperform > neutral > underperform) INV<8963.T>――New rating "outperform", 68,400 yen. ◎CLSA Securities (three-tier rating: HC outperform > outperform > hold > underperform > HC underperform) Dentsu Research Institute<4812.T>――"Outperform" → "Hold", 7,000 yen → 6,400 yen. Provided by Wealth Advisor Inc.

Kabushiki Shimbun21:07 ET

＜Rating Change Observation＞ New / JX Metal / Fukuoka REIT upgraded, Toho downgraded ETC.

◎ New and resumed ratings for JX Metal <5016.T> -- Bank's rating is in the middle tier of three levels. INV <8963.T> -- Domestic mid-level company's rating is at the top tier of three levels. ◎ Upgrade for Fukuoka REIT <8968.T> -- Bank's rating is at the top tier of three levels. ◎ Downgrade for MITSUBISHI ESTATE Logistics <3481.T> -- Bank's rating is in the middle tier of three levels. Dentsu Research Institute <4812.T> -- Foreign firm's rating is in the third tier of five levels. Ricoh <7752.T> -- Domestic major company's rating is in the middle tier of five levels (Target Price has been raised). Toho <9602.T> -- Domestic major company.

Kabushiki Shimbun19:50 ET

Meta Platforms surges in after-hours trading following earnings report.

[Generative AI] Meta Platforms announced on the evening of the 30th that their financial results for the January-March 2025 quarter showed revenue of 42.3 billion 14 million dollars, a 16% increase compared to the same period last year. For the April-March 2025 quarter, revenue is estimated to be between 42.5 billion and 45.5 billion dollars, both exceeding market expectations. In Extended hours trading, it is trending with an increase of over 5%. <6702> Fujitsu <7046> TDSE <4011> Headwaters <3993>

Fisco Japan17:13 ET

MUFG revises net profit upward for fiscal year 25/3 to 1 trillion 860 billion yen, up from 1 trillion 750 billion yen.

Mitsubishi UFJ <8306> announced a revision of its financial forecast for the fiscal year ending March 2025. The net profit was revised upwards from 1 trillion 750 billion yen to 1 trillion 860 billion yen. This was due to the recording of one-time gains such as profits from the sale of policy-held Stocks and the reversal of costs related to L's credit relationships, utilizing these gains to conduct a restructuring of the Bond portfolio from a balance sheet management perspective, implementing measures for future enhanced profitability. The year-end Dividend per share was raised by 4 yen from the previous forecast to 39 yen (the previous period was 20 yen).

Fisco Japan16:59 ET

Dentsu Soken: Correction of the securities report - 50th period (2024/01/01 - 2024/12/31)

EDINETApr 30 02:33 ET · Announcements

Dentsu Soken: (Correction) Notice regarding partial revisions to previous fiscal year financial results briefing materials

JPXApr 30 02:30 ET · Announcements

Dentsu Soken: Financial results briefing materials for the 1st quarter of the fiscal year ending 2025/12

JPXApr 30 02:30 ET · Announcements

Dentsu Soken: Summary of financial results for the 1st quarter of the fiscal year ending 2025/12 [Japanese GAAP] (consolidated)

JPXApr 30 02:30 ET · Announcements

List of cloud breakout stocks (Part 2) [Ichimoku Kinko Hyo - List of cloud breakout stocks]

○ List of stocks breaking through the cloud market Code Stock Name Closing Price Leading Span A Leading Span B Main Board ＜1332＞ Nissui 862 882.5 866 ＜1518＞ Mitsui Matsushima HD 4235 4258.75 4272.5 ＜2108＞ Beet Sugar 2323 2401.75 2362 ＜2201＞ Morinaga Confectionery 2521 2534 2593 ＜2209＞ Imuraya G 2443 2456.75 244

Fisco JapanApr 24 18:39 ET

The USA reevaluates nuclear power plants, and AI is used for operation management.

[AI] In the USA, amidst a surge in the demand for electrical utilities of artificial intelligence (AI) datacenters, there is a movement to reconsider nuclear power, with growing interest in the use of AI to improve the efficiency of nuclear power plants. The Argonne National Laboratory under the US Department of Energy appears to have developed AI-based tools to support reactor design and the operation of nuclear power plants. <6702> Fujitsu <7046> TDSE <4011> Headwaters <39

Fisco JapanApr 20 17:21 ET

OpenAI is negotiating to acquire "Windsurf" for about 3 billion dollars.

According to sources, OpenAI is in negotiations to acquire the AI-assisted coding tool "Windsurf" for about 3 billion dollars. This acquisition is expected to be the largest to date for OpenAI. <6702> Fujitsu <7046> TDSE <4011> Headwaters <3993> PKSHA Technology <8031>

Fisco JapanApr 17 16:43 ET

The unstable market continues, and stocks associated with "acquisition speculation" are rising.

In the Tokyo Stock market, where volatility continues due to Trump tariffs, the Nikkei average rebounded sharply on the 10th after the announcement to suspend additional mutual tariffs on countries and Regions other than China. However, the uniform 10% tariff remains unchanged, and skepticism in the market regarding sudden policy changes is believed to be strong. Amidst this, the stability of stocks that include potential acquisition prospects is likely to stand out. <The appeal of latent gains is significant, Towa Corporation> The latent profit of Towa Corporation <1921.T> (market value of rental and other real estate minus book value) is

Kabushiki ShimbunApr 10 04:39 ET

List of conversion stocks (part 3) [Parabolic Cigna Corp conversion stocks list]

○ List of Stocks Turning to Sell in the Market Code Stock Name Closing Price SAR Tokyo Main Board <4206> Aica Kogyo 3297 3468 <4218> Nichiban 20082155 <4229> GunEi Chemical 29843095 <4323> Nissys Technology 18051911 <4333> Toho System 12361294 <4337> Pia 26472940 <4345> CTS Corp 772813 <4362>

Fisco JapanMar 31 19:33 ET

Dentsu Soken: Interim report.

EDINETMar 28 00:07 ET · Announcements

List of cloud penetration stocks [Ichimoku Kinko Hyo - List of cloud penetration stocks]

○ List of stocks breaking through the cloud in the market Code Stock Name End Price Leading Span A Leading Span B Tokyo Stock Exchange Main Board <1979> Atmosphere Corporation 4830 4792.5 4792.5 <2292> S FOODS 2569 2433.25 2547 <2335> Cubesys 104810321044.5 <2579> Coca-Cola BJH 24442365.25 2412 <2810>

Fisco JapanMar 27 18:33 ET

Japan's shift to AI is urgent [Today's GAINIANBANKUAI theme]

Japan has contributed to the foundational building of the global AI competition that is currently underway, but it has been reported that it is falling behind in the development and implementation of Generative AI. It is predicted that Generative AI will become a market worth 1 trillion dollars (approximately 149 trillion yen) based on most Indicators. Between 2019 and 2023, 182 foundational AI models have been announced from the USA and 30 from China, but there have been none from Japan. Due to the decreasing and aging labor population, companies need to boldly adopt next-generation Technology.

Fisco JapanMar 25 17:12 ET

Dentsu Soken to Merge Two IT Units

MT NewswiresMar 24 21:14 ET

Dentsu Soken: Confirmation

EDINETMar 24 03:14 ET · Announcements

Dentsu Soken: Securities Report - 50th Term (2024/01/01 - 2024/12/31)

EDINETMar 24 03:13 ET · Announcements

The computational power required for AI is currently 100 times more.

At the event referred to as the 'Super Bowl of AI,' NVIDIA's CEO Jensen Huang stated that the world will require 100 times the computing power that was thought necessary one year ago as it moves towards advanced Artificial Intelligence (AI). This appears aimed at easing investors' concerns regarding the AI boom. <6702> Fujitsu <7046> TDSE <4011> Headwaters

Fisco JapanMar 23 17:28 ET