#AI consulting #Metareal HB #Hydrogen Investment

Metareal Horizon Balancer: Redefining Long-Term Investments with AI

On September 17, 2025, Rosetta Co., Ltd., led by President Junichi Goishi, unveiled the premium subscription plan for the Metareal Horizon Balancer (Metareal HB), a sophisticated AI agent that assists publicly traded companies in navigating the intricate intersection of long-term hydrogen investments and quarterly earnings per share (EPS) pressures. For a monthly fee of 50,000 yen (tax included), subscribers can utilize the service up to 20 times a day or 200 times a month.

The Need for Decision-Making Support

In recent years, the significance of hydrogen projects and green transformation (GX) investments has underscored the anticipation of future social value and revenue generation potential. However, substantial initial costs have intensified discrepancies with short-term shareholders, leading to a structural dilemma: how to convincingly communicate future value in today's terms. Traditional discounted cash flow (DCF) models, often static and lacking explanatory power, fall short in effectively supporting decision-making. Metareal HB aims to address this challenge head-on, translating long-term strategies for a market fixated on short-term outcomes.

Key Features of Metareal HB

The Metareal HB stands out due to three primary features:

1. Real Options Evaluation: This feature quantifies elements like flexibility and the value of uncertainty, which traditional static DCF models cannot capture.

2. EPS Impact Visualization: The platform calculates the dilution of EPS for various investment strategies, recommending optimal patterns that keep the dilution within a 2% threshold.

3. Optimization of Dividends and Stock Buybacks: It effectively computes the trade-off between EPS and net present value (NPV), balancing aggressive and defensive strategies.

These functionalities are particularly beneficial for CEOs or IR officers of publicly listed companies focused on hydrogen, renewable energy, and next-generation infrastructure, as well as strategy executives overseeing significant long-term CAPEX. They also serve management teams operating under the pressures of short-term market environments while striving to maintain long-term visions.

Strengthening Industry-Specific AI Consulting

Beyond the capabilities of the Metareal HB, Rosetta is committed to enhancing its AI consulting services. Already launching the Metareal DD as a first step, the company plans to follow with a series of generative AI tools tailored to various industries, supporting smoother solutions to each sector's unique challenges. With a focus on rapidly delivering