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Rating information (investment determination changes - part 1) = Nissui, House Foods Group, etc.
◎Nomura Securities (3-tiered: Buy > Neutral > Reduce) Nissui <1332.T> -- Initiated "Buy", 1200 yen Nippon Ham <2282.T> -- Resumed "Buy", 6000 yen Fuji Oil Group <2607.T> -- Resumed "Buy", 3500 yen Kikkoman <2801.T> -- Resumed "Buy", 1800 yen Nichirei <2871.T> -- Resumed "Buy", 4200 yen Nisshin Seifun Group <2002.T> -- Resumed "Neutral", 2000 yen Yamazaki Baking <221
<Rating change observation> Upgraded new ratings for Nissui / FUJIMI, downgraded Kakaku.com, etc.
◎ New and resumed coverage of Nissui <1332.T> --- Major domestic companies ranked at the top three levels --- Resumed coverage of Nippon Ham <2282.T> --- Major domestic companies ranked at the top three levels --- Resumed coverage of Fuji Oil Group <2607.T> --- Major domestic companies ranked at the top three levels --- Resumed coverage of Kikkoman <2801.T> --- Major domestic companies ranked at the top three levels --- Resumed coverage of Nichirei <2871.T> --- Major domestic companies ranked at the top three levels --- Resumed coverage of Nissin Food Holdings <2002.T> --- Major domestic companies ranked at the top three levels.
ELECOM, ASICS, ETC (additional) Rating
Downgrade - Bearish Code Stock Name Brokerage Company Previous Change After-------------------------------------------------------------<9204> Skymark Morgan S "Overweight" "Equal Weight" Target Price Change Code Stock Name Brokerage Company Previous Change After-------------------------------------------------------------<3861
Rating information (Target Price change - Part 2) = Fuji Oil Holdings, NTT, ETC.
◎ Mizuho Securities (three stages: Buy > Hold > underperform) Established Oil Co. <2607.T> --- "Buy" → "Buy", 4,100 yen → 3,950 yen Meiji Holdings <2269.T> --- "Hold" → "Hold", 3,300 yen → 3,200 yen Kurazushi <2695.T> --- "Hold" → "Hold", 3,200 yen → 2,900 yen ◎ Morgan Stanley MUFG Securities (three stages: Overweight > Equal Weight > Underweight) NTT <9432.T> --- "Equal
Daiwa House, Shimizu Corporation, etc. (additional) Rating
Upgraded - Bullish Code Stock Name Securities Company Previous Change After -------------------------------------------------- <1979> Taiki Company Mizuho "Hold" "Buy" Target Price Change Code Stock Name Securities Company Previous Change After -------------------------------------------------- <1801> Taisei Corporation Morgan S 8100 yen 8800 yen <1803> Shimizu Corporation Morgan
Stock News Premium = Due to US-China trade friction, soybean prices have fallen, benefiting the processing manufacturers.
In response to the USA's tariff increase on Chinese products, China has enacted a retaliatory measure imposing an additional tax of up to 15% on USA farm products, ETC. This has led to a decline in international market conditions, and some food companies may benefit from lower production costs. <Softening futures due to retaliatory tariffs> On the 10th, China introduced additional tariffs on 740 items including soybeans, cotton, and corn imported from the USA. Tariffs on wheat and corn have increased by 15%, while those on soybeans and pork have increased by 10%. There is a heightened sense of caution regarding trade friction.