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TOKAIHD, Sansan, ETC (additional) Rating
Rating Upgrade - Bullish Code Stock Name Brokerage Firm Previous Changed After-------------------------------------------------------------<2395> Shin Nihon Kagaku Nomura "Hold" "Buy" <3487> CRE Logistics Mizuho "Hold" "Buy" <6460> Sega Sammy HDS MBK Nikko "2" "1" <7240> NOK Morgan S "Equal Weight" "Overweight" <7832> Bandai Namco HDS MBK Day.
Rating Information (Target Price Change - Part 1) = Sumitomo, Dentsu Group, ETC
◎Nomura Securities (three-tier: Buy > neutral > Reduce) Sumitomo <4203.T> - "Buy" → "Buy", 4,700 yen → 4,600 yen Raksul <4384.T> - "Buy" → "Buy", 1,700 yen → 1,600 yen Sansan <4443.T> - "Buy" → "Buy", 2,700 yen → 2,800 yen M Forward <3994.T> - "neutral" → "neutral", 5,000 yen → 4,600 yen Casio <6952.T> - "New
Spot information on individual stocks for the 18th (2).
West HD <1407.T> rebounds. The government has decided on a new basic Energy plan and a global warming countermeasure plan in a cabinet meeting. Nova Ltd <9519.T> and others are also performing well. P-Ban <3559.T> is showing a stop-high buying trend. The movement continues to be favorable regarding the cumulative financial results for the third quarter of this fiscal year (April to December of last year) announced on the 13th. ☆ The above article contains unverified information. Source: Wealth Advisor Company.
Stock News Premium = Dark clouds over offshore Wind Power, while the presence of solar and geothermal energy is increasing.
The offshore wind power generation, which is expected to be a trump card for renewable Energy, is facing increasing uncertainty. Major projects like those handled by Mitsubishi Corporation <8058.T> have been forced to incur impairment losses, and delays in business plans have also been revealed. Amidst this, there is a renewed interest in Photovoltaic Technology and geothermal power as providers of power supply for decarbonization and Artificial Intelligence (AI). <Due to rising material costs and construction costs, bidding has been sluggish> Mitsubishi Corporation recorded an impairment of 52.2 billion yen in the offshore wind power business for the current March period.
Highlighted stock at 10 o'clock = Great business opportunity with the increase in the renewable energy ratio -- West HD.
West Holdings <1407.T> has experienced a decline in its stock price since October of last year, compounded by the Stunk of non-FIT (feed-in tariff) businesses due to worsening market conditions. However, as the share of renewable Energy in the national energy mix is expected to expand in the future, there is significant growth potential. The Japan Business Federation has set a new goal of aiming for 200 trillion yen in private sector capital investment by fiscal year 2040. One of the key areas is the GX (Green Transformation) aimed at decarbonization. Prime Minister Ishiba also addressed policies in the current Diet session.
Focus on GX, with private sector investment expected to reach 200 trillion yen by 2040—hopes for a rebound in stocks adjusted by U.S. policies.
The Japan Business Federation has set a new goal to achieve 200 trillion yen in domestic private sector capital investment by 2040. One of the key areas is the GX (Green Transformation) aimed at decarbonization. Prime Minister Ishiba also positioned GX at the center of industrial reconfiguration in this session's policy speech, suggesting that the growth of environment-related markets with Carbon Neutrality in mind is likely to accelerate. Companies that have been adjusting in the context of President Trump's fossil fuel preferential policies may have opportunities for a turnaround.