TDSE: Financial results presentation materials for the fiscal year ending March 31, 2024
Front market [stocks that have moved, stocks that have been created]
*C&F Logi HD <9099> 5570 Ka-SGHD implemented TOB for 5740 yen. *Mercari <4385> 2045.5 +212.5 There is a possibility that Citigroup Securities will finally shift to a profit growth phase. *Sumitomo Pharma <4506> 331 +26 Buybacks have continued since the conclusion of the ruling claim case with VCT Inc. *Kagaku Pharmaceuticals<4521> 3818 +243 The emergence of Nomura Aya as a major shareholder is a clue material. *Nissan Chemical <402
“AI Summary (beta version)” and TikTok account analysis functions have been upgraded to TDSE---QUID products
TDSE <7046> announced on the 31st that the summary function “AI Summary (beta version)” using generative AI and the TikTok account analysis function have been upgraded for QUID products in the US, which are the main products in the product business. “AI Summary (beta version)” uses QUID's huge social and market data sets and a unique advanced generative AI model to capture tens of thousands of ongoing consumer conversations from a wide variety of media data
Do you like the steady trend, receding concerns about US inflation, etc.
[Emerging Markets Individual Stock Strategy] Today's emerging markets are expected to develop steadily. In the US stock market on 5/31 last weekend, the Dow Jones Industrial Average rose 574.84 dollars (+ 1.51%) to 38,686.32 dollars, and rebounded drastically for the first time in 4 days. Since the April core PCE price index was as expected, expectations for interest rate cuts by the end of the year increased, which supported stock prices. Meanwhile, the NASDAQ declined sharply due to profit-taking sales in the semiconductor sector, then narrowed the decline and ended. Buying is excellent in today's emerging markets
US Microsoft announces PC equipped with generative AI
[Generative AI] Microsoft in the US announced that it has developed a personal computer specialized in generative AI (artificial intelligence). It has been reported that AI processing performance is up to 20 times higher than before using high-performance semiconductors mounted on terminals, and image generation software runs at high speed in addition to instantaneous translation. Also, it seems that some functions can be used even when communication is not connected. <6702>Fujitsu <7046>TDSE<4011>Headwaters <3993>PKSH
TDSE--- The fiscal year ended March 24 was the highest increase in sales and profit since establishment, and the acquisition of new customers for “Quid Monitor” progressed drastically
TDSE <7046> announced financial results for the fiscal year ending 2024/3 on the 15th. Net sales increased 4.4% from the previous fiscal year to 2,521 billion yen, operating profit increased 2.2% to 271 million yen, ordinary profit increased 2.7% to 274 million yen, and net income increased 18.7% to 200 million yen. In terms of sales, in the consulting business, performance effects due to changes in the customer environment were seen in the fiscal year ending March 24, but strengthening sales force was an important issue in the fiscal year ending 25/3, and organizational restructuring and human resource strengthening measures were completed
TDSE: Summary of Financial Results for the Fiscal Year Ending March 31, 2024 [Japanese GAAP] (Unconsolidated)
TDSE---Research text mining tool “TDSE KAIZODE” is now available
TDSE <7046> announced on the 7th that it will begin providing the research-based text mining tool “TDSE KAIZODE” as an original product. KAIZODE is a tool that can realize efficient product development, policy planning, and service improvement by automatically extracting, classifying, analyzing, and evaluating consumer voices hidden from huge amounts of text data. The company uploaded machines to the QUID series in order to strengthen competitiveness and improve the efficiency of product development
Apple is developing AI semiconductors for data centers
[Generative AI] It is reported that Apple is working on the development of semiconductors designed in-house to run artificial intelligence (AI) software on data center servers. It is reported that there is a possibility that it will bring about an important advantage in AI competition. According to multiple stakeholders, the project for servers is called “Project ACDC” internally, and it seems that they are working on it by gathering all the strength of engineers. <6702>Fujitsu <704
Fund Inflow into Emerging US AI [Today's Shopping Theme]
[AI] Investors trying to follow the successful examples of US semiconductor giant NVIDIA and US Microsoft in the stock market have invested record levels of capital into AI start-ups, and have created dozens of companies with a valuation value of 1 billion dollars in the past year. <6702>Fujitsu <7046>TDSE<4011>Headwaters <3993>PKSHA Technology<8031>Mitsui & Co. <4819>de
Hedge funds are paying attention to Apple
[Generative AI] It is reported that JPMorgan analysts pointed out that US Apple is attracting the interest of hedge fund investors. It is reported that expectations are being placed on upgrades related to iPhone AI. The company seems to be looking for partners like Google to add AI functions to iPhones. <6702>Fujitsu <7046>TDSE<4011>Headwaters <3993>PK
Competition for US AI talent is overheated
[Generative AI] Against the backdrop of the artificial intelligence (AI) boom, it is reported that the competition for human resources acquisition in Silicon Valley in the United States continues to heat up. Technology companies are presenting rewards of 1 million dollars (about 150 million yen) per year and are speeding up vesting of stock rewards. Also, it is reported that there is a movement to pull out engineers for each team they belong to. <6702>Fujitsu <7046>TDSE<4011>Headwaters <39
Chinese IT giant Baidu changes its political and technical direction
[Generative AI] It is reported that Baidu (Baidu) is discussing how Apple will use the company's AI technology within China. While rivals are stumbling due to regulations and political obstacles, it is reported that Baidu may have finally found a way to outsmart them, and it is reported that the artificial intelligence (AI) boom may change that. <6702>Fujitsu <7046>TDSE<4011>Headwaters <3
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