No Data
Vrain Solution: Posting a video of the financial results Earnings Conference year ending 2025/2 and a transcript of the question and answer session
While continuing to be cautious about the escalation of US-China trade tensions, there are increasing expectations for measures to reduce mutual tariffs.
Regarding last week's U.S.-Japan tariff negotiations, which saw significant Inflow into Emerging Markets, U.S. President Trump posted on social media that the talks were "productive" and that there had been "great progress." U.S. Treasury Secretary Yellen also posted on social media with comments praising the tariff negotiations. The new U.S. Ambassador to Japan, Tomita, who arrived in Japan on the 18th, held a press conference at the airport and expressed an optimistic view that "the negotiations will be concluded" regarding U.S.-Japan negotiations. This week, while continuing to be wary of the escalation of the U.S.-China trade friction, there will also be measures to ease mutual tariffs.
Growth 250 continues to rise, with Sanbio and others increasing = Emerging Markets - October 18.
The Tokyo Stock Exchange Growth Market 250 Index continued to rise. A wide range of stocks experienced buying, resulting in a strong weekend market. SanBio <4592.T>, QPS Research Institute <5595.T>, and ABEJA <5574.T> saw increases. The rises of VRAIN Solution <135A.T> and Trite <9164.T> were also prominent. Synspective <290A.T> slightly declined. In the Standard Market, Universal Corp <6425.T> was bought.
G-Deep Advance - Announced an upward revision; the valuation of AI-related stocks at a P/E ratio in the 10 times range may be insufficient.
Japan's largest semiconductor partner of NVIDIA, G-Deep Advance <5885>, announced after the market closed on April 14 significant increases in revenue and profit for the third quarter of the fiscal year ending May 2025, an upward revision of its full-year earnings forecasts and a revision of its dividends forecast. Companies like them are directly benefiting from the expansion of the AI market and have the potential to receive the most AI-related evaluations, while the current estimated P/E ratio is 17 times.
VRAIN and others continue to rank, with Financial Estimates predicting a 58% increase in operating profit for the fiscal period ending February 2026.
VRAIN <135A> ranked (as of 1:32 PM). Limit up. After the market closed the previous day, it announced its financial results for the fiscal year ending February 2025. The operating profit is 0.594 billion yen (up 17.1% compared to the previous year). The operating profit for the fiscal year ending February 2026 is estimated to be between 0.89 billion and -0.94 billion yen (up 49.6% to 58.0% compared to the previous year). The AI system anticipates repeat projects from existing customers as well as new customers. In DX consulting, there are also projects aimed at improving operational efficiency through collaboration with AI systems.
Stocks hitting the upper and lower limits before the market.
■ Price limit up <135A> VRAIN Solution <3139> Lact Japan <3341> Japan Pharmacy <3803> Image Information Development <3823> THE WHY HOW DO COMPANY <4584> Kidswell Bio <5574> ABEJA <7352> TWO STONE & Sons ■ Price limit down <5575> Globee * Includes temporary price limits up and down (indicated values).