5026 Tripleize
- 1098
- -18-1.61%
Tripleize News
Triple Eyes Research Memo (9): Currently, efforts are being made to improve the financial structure and enhance internal reserves for business expansion, continuing the suspension of dividends.
■Shareholder returns and efforts towards SDGs 1. Shareholder return measures Triple Eyes <5026> recognizes that returning profits to shareholders is also an important management issue. However, currently, the company is in a growth phase, and strengthening its financial position to respond to changes in the business environment and enhancing internal reserves for business expansion is considered the greatest benefit return to shareholders. For this reason, dividends are not being implemented. In the future, while enhancing profitability and improving the business foundation, it will be addressed.
Triple Eyes Research Memo (8): Promoting business area expansion through active M&A. Aiming for further growth through synergy creation.
■ The future outlook for Triple Eyes <5026> 3. Mid to long-term Global Strategy The company has set four unique AI implementation strategies as part of its growth strategy: (1) Development of AI products and customized AI development, (2) AI implementation in legacy industries and deployment of new services utilizing capital business alliances and M&A, (3) Promotion of GPU Server business, (4) Discontinuous growth through M&A. Notably, over the past two years, there have been significant developments in Zero Field and BEX, among others.
Triple Eyes Research Memo (7): The contribution of the newly acquired BEX to performance is the biggest driver of increased profits.
■ The outlook for Triple Eyes (5026) 1. Performance forecast for the fiscal year ending August 2025 The consolidated performance for the fiscal year ending August 2025 is expected to be revenue of 5,992 million yen (a 35.9% increase from the previous year), operating profit of 111 million yen (a 192.6% increase), ordinary profit of 98 million yen (a 109.6% increase), and net income attributable to parent company shareholders of 30 million yen (a 59.6% decrease). Detailed revenue and operating profit by business segment have not been disclosed, but new consolidation will start from July 2024.
Triple Eyes Research Memo (6): The fiscal year ending August 2024 is expected to secure an operating profit due to the expansion of the AI solution business, among other factors.
■ Performance trends of Triple Eyes <5026> 1. Overview of performance for the fiscal period ending August 2024 The consolidated performance for the fiscal period ending August 2024 shows revenue of 4,410 million yen (an increase of 88.0% compared to the previous period), operating profit of 38 million yen (compared to an operating loss of 269 million yen in the previous period), recurring profit of 47 million yen (compared to a recurring loss of 290 million yen), and net income attributable to shareholders of the parent company of 76 million yen (compared to a net loss of 825 million yen in the previous period), resulting in upward revisions from the initially announced revenue of 4,045 million yen and an operating loss of 96 million yen.
Triple Eyes Research Memo (3): Composed of AI solution business and GPU Server business (1)
■Overview of Triple Eyes <5026> 1. Segment Information The company consists of itself and four consolidated subsidiaries (Simple Plan Co., Ltd., Shoshi Ichimon Shogi Center Co., Ltd., Zero Field, BEX), making a total of five companies. The segments are divided into two: AI Solutions Business and GPU Server Business. The AI Solutions Business is further composed of AI Integration, Engineering, AI Products, QITABANKUAI. The GPU Server Business is Zero Field.
Triple Eyes Research Memo (2): Providing IT systems through advanced technology, expanding business areas as an engineering group.
■Company Overview 1. Management Policy Triple Eyes <5026> aims to provide user-friendly ICT services under the management philosophy of "loading imagination onto technology," pursuing innovations that bridge the way to a new era with its unique technology. Additionally, the following corporate message is stated: "Imagination is essential for current advanced technologies, including AI, to change markets, society, and culture."
Triple Eyes Research Memo (1): Expanding business scale through consecutive acquisitions. Moving forward, synergy creation through acquisitions will be the key.
■Summary Triple Eyes <5026> consists of two main businesses: the AI solution business, which involves the development of AI/systems, the provision of services equipped with AI, and design development for Auto Manufacturers, and the GPU server business that handles the sales and maintenance services of GPU machines developed by Zero Field Company, which joined the group in September 2023. The AI solution business is composed of the SI (System Integration) division and the AIZE division.
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.
Tripleize: Financial Report - 16th Term (2023/09/01 - 2024/08/31)
Stocks that moved the previous day part2 include Sumitomo Mitsui Banking Corporation, Urbanet, Amefurisunano, etc.
Stock name and code, closing price on the 27th, change from previous day: Sumitomo Pharma <4506> 583 -20, Morgan Stanley MUFG Securities continues to recommend selling. Double Scope <6619> 296 -12, negative outlook continues. Ricoh <7752> 1663 -89, Nomura Securities downgrades investment rating. Sakura Internet <3778> 4855 - at the 5000 yen level, also mindful of the resistance to the upside. Japan Micronics <6871> 3885 -
Weakness and the decline in U.S. stocks are burdensome, but the support at lower levels seems firm.
[Emerging Markets Individual Stock Strategy] Today's emerging markets are expected to show a soft tone. In the U.S. stock market on the 27th, the Dow Jones fell by 138.25 points (-0.31%) to 44,722.06, a decline for the first time in 6 days. Concerns about the impact of additional tariff measures planned by President-elect Trump on the economy and corporate performance led to selling pressure, dragging down stock prices. Additionally, there are concerns that expectations for artificial intelligence (AI) on the NASDAQ have been overdone, contributing to the tech sector's decline and keeping the market soft throughout the day.
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
Prime Minister Ishiba aims to support semiconductors and AI with 10 trillion yen.
Prime Minister Shigeru Ishiba has announced that the government will provide more than 10 trillion yen in public support for semiconductors and artificial intelligence (ai) by the fiscal year 2030. He also revealed plans to hold discussions among government, labor, and management within the month towards raising wages in the next spring labor negotiations and medium-term increases in minimum wages. Additionally, it has been reported that he intends to establish a new support framework to draw more than 50 trillion yen in public-private investments over the next 10 years. <6702> Fujitsu <7046>
Buy demand for items such as Yomeishu [next week]
[Buy demand for next week (table)] Code; Stock; Stock price impact; Buy demand; Credit ratio; Closing price; Previous day comparison ＜4934＞; P Anti-Aging; 253%; 25,600; 2.27; 722; -11 ＜2481＞; Town News; 250%; 500; 17.43; 768; -3 ＜7925＞; Maesawa Chemical; 155%; 62,700; 0.06; 1,851; -5 ＜8917＞; First Jukken; 131%; 39,300; 0.78; 1,011; -5
Volume change rate ranking (10 o'clock) - Temona, AppBank, etc. are ranked.
In the volume change rate ranking, by comparing the average volume of the last 5 days with the volume on the day of delivery, you can understand the interest of market participants, such as trends in speculation. Top volume change rate [As of 10:32 on November 7] (Comparison with average volume of the last 5 days) Stock Code Stock Name Volume 5-Day Average Volume Volume Change Rate Price Change Rate <3985> Temona 15854 0010067.93 51.41% 0.11% <6177>
Tripleize: 2024/8 Financial Results Supplementary Material Q&A Collection #2 (2 sessions in total)
Tripleize: 2024/8 Financial Results Supplementary Material Q&A Collection #1 (2 sessions in total)
Tripleize: (Correction/Numerical Data Correction) Partial Corrections to the “Financial Results Report for the Fiscal Year Ending August 2024 [Japanese GAAP] (Consolidated)”
Tripleize: (Correction) Partial revisions to financial results briefing materials and future strategy materials for the fiscal year ending 2024/8
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