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Mitsui Fudosan Announces Increased Dividend Amid Stock Split
Mitsui Fudosan Reports Strong Revenue Growth Amidst Decline in Comprehensive Income
Willis Lease to Sell Bridgend Asset Management to Willis Mitsui
Willis Lease Finance Corporation Moves Its Consultancy and Advisory Arm to Willis Mitsui & Co. Engine Support Limited
IBM Corp, AI handles the tasks of HR personnel.
On the 5th, Arvind Krishna, CEO of IBM Corp, stated that AI capabilities, including Artificial Intelligence (AI) agents, are used to handle the tasks of hundreds of HR personnel. As a result, it has been reported that there has been an increase in the hiring of programmers and sales personnel. <6702> Fujitsu <7046> TDSE <4011> Headwaters <3993> PKSHA Technology <8
"Shin Yamamoto's Premium Report": Okamoto Industry (6125)
Are semiconductor manufacturing equipment excluded from Trump’s tariffs by sector? This week, attention should be turned to Okamoto Machinery Works <6125.T> for a contrarian view on semiconductor manufacturing equipment. Semiconductor-related stocks faced a rapid decline starting from late January due to excessive concerns over computational capacity for Artificial Intelligence (AI) and the shock of China's emerging AI "Deep Seek." Additionally, many stocks have been sold down to levels prior to the surge due to the mutual tariff shock. It can be said that the AI and semiconductor bubble has almost collapsed.