Headwaters, an AI integrated service, has good finances and no issues with growth potential, but the stock price is high...
2924/04/10
クリスのレポート
AIのSIとコンサルティング企業。一気通貫とエンジニアの育成が強み。得意分野は画像、音声、顔認識。市場はこれから大きく拡大すると予測している。自己資本率74.3%、流動比率3.69、キャッシュフロー全体でプラスと財務的には良い。成長力もあり2023年12期で47％成長している。
Chris's report
An AI SI and consulting company. Its strengths are end-to-end service and engineer training. Specializes in image, voice, and facial recognition technologies. The market is expected to expand significantly in the future. Financially sound with an equity ratio of 74.3%, a current ratio of 3.69, and overall positive cash flow. Also showing growth potential, with a 47% increase in the 12th period of 2023.
楽天証券のアプリで今日の株価値上がり幅ランキングで出てきた、時価総額が300億以下の会社。
Insight
A company with a market capitalization of 30 billion or less appeared in today's stock price increase ranking on the Rakuten Securities app.
ミナの判断
AI銘柄と言うことで株価が上がっている。SIやコンサルに投資するのはしっくりこないがトレンドは捉えており、投資検討に上がっても良いと思う。予想PERが150−300で推移しており高い。PER120ぐらい1万円程度であれば買いたい。
Mina's judgment
The stock price is increasing because it is categorized as an AI stock. Although investing in SI and consulting doesn't quite fit well with me, it captures the trend and I think it merits consideration for investment. The forecasted PER is high, fluctuating between 150 and 300. I would be interested in buying if the PER were around 120 at a price of about 10,000 yen.
