China's AI industry is rapidly emerging, aggressively chasing after American OpenAI.
[Generative AI] As exports of cutting-edge Semiconductors to China are being restricted, it has been reported that emerging companies in the country may be catching up to U.S. tech giants’ Artificial Intelligence (AI) models at a pace that exceeds industry Financial Estimates. The emerging company DeepSeek, backed by a major Chinese hedge fund, has released a preview of its latest large-scale language model. <6702> Fujitsu <7046> TDSE <4011> Headwaters <3993>
Stocks that moved the day before part 2 Veru Inc, Hamee, GFA ETC.
Stock Name <Code> 20-Day Closing Price ⇒ Day-on-Day Comparison Tanpaku Co. <9743> 978 -42 Strong sense of completion in the movements due to good earnings evaluation. Rakuten Bank <5838> 4385 -143 Pressured by the decline in bank stocks. Kyushu Electrical Utilities <9508> 1333 -4311 Below the November low, with cutting losses becoming dominant. IHI <7013> 8347 -257 SMBC Nikko Securities has downgraded the investment rating. HOYA <7741> 19530 -685 Softness in Semiconductors stocks leads to dominant selling on rebounds.
Nihon Reitech, Mitsui E&S, TOPPAN, ETC.
A significant rebound.
Stocks that hit the upper or lower limit in the afternoon session.
■ Limit up <2970> Good Life Company <3041> View Inc <3135> Beauty Kadan Holdings <3135> Market Overview <3628> Data Horizon <3909> Showcase <4222> Kodama Chemicals <4776> Cybozu <4784> GMO Ad Partners <4935> Liberta <6721> Intest Corp <8783> GFA <9562> Business Coach ■ Limit down <4588> Oncolis BioPharma <9
Hot Stocks Digest (Morning Session): Nihon Reitech, JDSC, BS, etc.
Nihon Re-tech <1938>: 1,326 yen (+199 yen) shows a significant continued rise. The dividend plan for the fiscal year ending March 2025 was announced to be raised the previous day. The plan has been increased from 36 yen to 60 yen, marking an increase of 25 yen compared to the previous year. Based on the previous day's closing price, the dividend yield is now 5.3%, enhancing the attractiveness of the yield. For this fiscal year, it seems that all expected gains from the sale of policy-held Stocks will be returned as dividends.
Showcase --- Buying interest at the stop-high, will provide services for identity verification at the Bank of Mitsubishi UFJ.
Showcase <3909> is experiencing a stop-high buying trend. It has been announced that the online identity verification/easy eKYC tool "ProTech ID Checker" has been adopted for the identity verification process in the mortgage application provided by Mitsubishi UFJ Bank. This is a SaaS-type eKYC tool that performs identity verification online, involving comparisons through public personal authentication services/JPKI (method W) and comparisons between facial images and identification documents, which can be carried out via smartphones or the web.
December 20 [Today's Investment Strategy]
[Fisco Selected Stocks] 【Material Stocks】 Cybozu <4776> 2144 yen (12/19) engages in the development, sales, and operation of groupware such as 'kintone'. The year-end Dividends forecast for the fiscal year ending December 2024 has been revised to 'undecided'. The previous estimate was 15 yen, and the one before that was 14 yen. It is being considered for an increase, and it is scheduled to be announced immediately after it is confirmed. Additionally, the performance forecast for the fiscal year ending December 2025 was announced. The operating profit is estimated to be 8.437 billion yen.
Attention is being paid to Cybozu and Nihon Litec, while Kadokawa and others are showing weakness.
In the U.S. stock market yesterday, on the 19th, the Dow Jones Industrial Average rose by $15.37 to 42,342.24, the Nasdaq Composite Index fell by 19.93 points to 19,372.77, and the Chicago Nikkei 225 Futures decreased by 60 yen compared to the Osaka daytime price, settling at 39,020 yen. The exchange rate was 1 dollar = 157.30-40 yen. Today in the Tokyo market, Cybozu <4776> announced that it is considering an increase in the year-end Dividends for the fiscal year ending in December 2024, and the operating profit for the fiscal year ending in December 2025 is projected to be 8.437 billion yen, which is expected to be double compared to the current fiscal year forecast.
Showcase [5% rule]
The shareholding percentage of Showcase AI Fusion Capital Group Inc. is 32.18% → 42.92%. Reporting obligation commencement date is 2024/12/13.
Mr. Mask's xAI fiercely chasing OpenAI.
[Generative AI] Elon Musk has reportedly been focused on rapidly growing the artificial intelligence (ai) startup xAI he founded over the past year. In a plan to establish a large datacenter, he has pressured contractors to complete it in an unprecedentedly short period of just a few months, and regarding the new facility, Musk has expressed confidence that by December, xAI will support the provision of the world's strongest ai in every indicator.
SoftBank Group aims to acquire shares from OpenAI employees.
[Generating AI] Softbank Group <9984> is reportedly aiming to increase its investment ratio by acquiring up to $1.5 billion (approximately 230 billion yen) worth of shares from employees of the US OpenAI, as multiple sources have revealed. It is reported that Softbank Group's offer for share acquisition is expected to close within the week. <6702> Fujitsu <7046> TDSE <4011> Headwaters.
From semiconductors to software, the risks of tariffs create a divide.
[Generative AI] In the high-tech stock sector, there has been a significant shift in trends over the past month. A shadow has fallen over the once popular semiconductors, while software is reportedly coming into the spotlight. In the usa, it has been reported that money is flowing out of semiconductor stocks due to concerns over overpriced valuations and the risks of a trade war under the upcoming Trump administration. On the other hand, software stocks are riding a wave of momentum boosted by artificial intelligence (ai). <6702> Fujitsu
Insider decrases its stake in Showcase(3909.JP) to 17.94%
On Nov 20, 森 雅弘 submitted the Change Report to Ministry of Finance. The report shows that 森 雅弘 decreased their holdings in $Showcase(3909.JP)$, with their joint shareholding ratio down from 17.95%
Insider decrases its stake in Showcase(3909.JP) to 13.89%
On Nov 19, 永田 豊志 submitted the Change Report to Ministry of Finance. The report shows that 永田 豊志 decreased their holdings in $Showcase(3909.JP)$, with their joint shareholding ratio down from 14.04%
Showcase: Extraordinary Report
Stocks that moved the previous day part 2 New Year's Day Beauty Industry, New Year's Day Beauty Industry, Asua etc.
Stock Name<Code> Closing Price on 14th ⇒ Change from Previous Day * Hodogaya Chemical Industry <4112> 3815 -415 Although earnings forecasts were revised upwards, they did not meet market expectations. * MedPeer <6095> 515 -59 Disappointment due to significant reduction in profit guidance for this term. * V-Cube <3681> 237 -23 The third quarter results showed a cumulative ordinary loss. * Tohoku Electric Power <9506> 1252.5 -107 There was associative selling of electric utility stocks due to the announcement of a public offering by Kansai Electric Power. * Hokkaido Electric Power <9509> 854.8 -8
Showcase: Notice regarding revisions to the full-year earnings forecast for our consolidated subsidiary (ReYuU Japan Co., Ltd.)
Showcase: Notice regarding the recording of impairment losses and revisions to full-year consolidated earnings forecasts
Showcase: Summary of financial results for the 3rd quarter of the fiscal year ending 2024/12 [Japanese GAAP] (consolidated)
Active and newly listed stocks during the morning session.
*Vision <9416> 1363K - Considered a buying factor due to partial changes in the shareholder benefit program. *Aoyama Trading <8219> 1977 +343 The evaluation continues due to the significant increase in dividends following changes in the dividend policy. *Life Drink Company <2585> 2347 +400 Announced an increase in production capacity due to M&A, etc. *Sun Asterisk <4053> 643 +100 Announced a share buyback and the establishment of a new shareholder benefit program. *Musashi Seimitsu Industry <7220> 3535 +470 Earnings and
No Data