Among the main developments in the morning session, テリロジーHD announced the opening of a cyber security consultation desk, and related stocks showed signs of activity. Several companies announced developments related to AI and digital twins.
Terilogy, a consolidated subsidiary of テリロジーホールディングス, announced that it had opened the TERILOGY IT/OT Cyber Advisory cyber security consultation desk for companies and government agencies. The initial consultation is free, and the desk provides support from organizing issues through proposing measures. It covers OT environments as well as IT.
TWOSTONE announced that enableX, a group company, had been selected for NVIDIA's AI and deep-tech startup support program, the NVIDIA Inception Program, with the aim of accelerating the implementation of AI solutions. It also launched the dedicated website "enableX DeepTech."
ACSL announced field testing of drone integration using digital twin technology. It said that testing was conducted using a digital twin environment developed jointly with Space Data, incorporating automatic takeoff, image recognition and hovering into an actual SOTEN drone.
SanBio fell for a second straight session after MS MUFG Securities cut its target price. In the short term, the key factor was considered to be whether the plan to administer the drug to 6 patients this fiscal year could be exceeded, while a change in the outlook for the probability of success of the U.S. business was cited as a contributing factor. コメ兵HD was reported to have signed a basic agreement with GMO Aozora Net Bank for a new service combining reuse and financial services, but the share price reaction was limited.
プラスアルファ・コンサルティング edged higher despite Nomura Securities cutting its target price. While maintaining its growth outlook centered on Talent Palette, the company was reported to have revised its earnings forecast for FY26.9.