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No.1 Research Memo (2): Provides information system peripheral services and equipment for corporations
■Company Overview No.1 <3562> is “To the greatest power to revitalize Japanese companies.” It is based on its management philosophy, and is involved in the planning, development, manufacture, sale, and maintenance business of information security equipment, and sales and maintenance/maintenance business of OA related products, etc. with small and medium-sized enterprises nationwide as the main target. In 1989, it was established as JBM Co., Ltd. (currently No. 1) in Yokohama City, Kanagawa Prefecture as a corporate software sales company, and started business. After that, MFPs and B
3 points to pay attention to in the front market ~ TSMC decline is a burden on high-tech stocks ~
I would like to pay attention to the following 3 points in the transaction before the 19th. ■ TSMC decline is a burden on high-tech stocks ■ KOA, 24/3 upward revised operating profit of 3.313 billion yen ← 230 billion yen ■ front-end notable materials: Fuji Electric produces low voltage inverters in Canada and supplies to North America ■ TSMC decline weighs on high-tech stocks The Japanese stock market on the 19th seems to search for bottoms after a round of sales. In the US market on the 18th, the NY Dow was 22 dollars higher and the NASDAQ was 81 points lower. U.S. federation
Fuji Electric, Fujitsu, etc. [List of brand materials from newspapers]
*Fuji Electric <6504> produces low voltage inverters in Canada and supplies them to North America (Nikkan Kogyo 1 side) - ○*Japan Oracle <4716> invests 1.2 trillion yen in the Japanese business for 10 years, expands data centers (Nikkan Kogyo 3 sides) - ○*Fujitsu <6702> collaborates with US Oracle to provide a “sovereign cloud” (Nikkan Kogyo, page 3) - ○*RYODEN <8084> Niigata Artificial Intelligence Research Institute and others collaborate on generative AI (Nikkan Kogyo 3 sides) -○*Denkan Engineering <1942>Electricity Accepting foreigners for the first time during construction
NSK, Nagase Sangyo, etc. [List of brand materials from newspapers]
*NSK <6471> wheel unit introduced within the fiscal year, for service robots (Nikkan Kogyo side 1) - ○*TOPPANHD <7911> telemedicine demonstration in Niigata and Uonuma (Nikkan Kogyo 3 sides) - ○*J Power <9513> green hydrogen/ammonia development study with Eisha (Nikkan Kogyo 3 sides) - ○*Chubu Electric Power <9502> Group, CCS review agreement with Malaysia Corporation (Nikkan Kogyo 3 sides) - ○*Chubu Electric Power <9502> panel recycling Hurry up, scrapped in the late 30s
Oracle Logs Higher Fiscal H1 Net Income, Revenue
Oracle's (TYO:4716) net income for the fiscal first half ended Nov. 30 rose 10.4% to 26.67 billion yen, compared with 24.16 billion a year ago Net income per share came in at 208 yen, up from 188 yen in the year-ago period, according to a Tuesday bourse disclosure
Oracle Corp Japan 1H Parent Net Y26.67B Vs Net Y24.16B
Oracle Corp. Japan (4716.TO) Tokyo 1st Half Ended November 30 PARENT 2023 2022 Revenue Y117.42 bln Y107.80 bln Operating Profit Y38.32 bln
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