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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.
MonotaRO, Daio Paper, ETC (additional) Rating
Upgrades - Bullish Code Stock Name Broker Previous After ------------------------------------------------------------- <1911> Sumitomo Forestry SMBC Nikko "2" "1" <4062> Ibiden Morgan Stanley "Equal Weight" "Over Weight" <5333> Gaishi Mizuho "Hold" "Buy" Downgrades - Bearish Code Stock Name Broker Previous After ---------------------------
Rating information (Target Price change - Part 1) = MRO, Furukawa Electric, ETC.
◎Nomura Securities (3 stages: Buy > neutral > Reduce) MRO<3064.T> -- "neutral" → "neutral", 1750 yen → 2250 yen Shiseido Company,Limited Sponsored ADR<4911.T> -- "neutral" → "neutral", 2900 yen → 2650 yen Lion<4912.T> -- "neutral" → "neutral", 1750 yen → 1800 yen FCC<7296.T> -- "neutral" → "neutral", 2300 yen → 2950 yen ◎Daiwa Securities
Fuji Oil Holdings Co., Ltd. and Iwai Cosmo Securities have been upgraded to 'A'.
On the 26th, Iwai Kusumo Securities upgraded the investment rating for Fuji Oil Holdings <2607.T> from "B+" (the second highest of five levels) to "A" (the highest level). The Target Price has been maintained at 3,600 yen. It is expected that the performance will recover sharply in the fiscal year ending March 2026 due to the growth of cocoa substitutes. Provided by Wealth Advisor Co.
Rating information (investment determination change - part 1) = Brother, Organo ETC.
◎Nomura Securities (three-tier: Buy > Neutral > Reduce) Brother <6448.T> -- "Neutral" → "Buy", 2900 yen → 3700 yen NOK <7240.T> -- "Buy" → "Neutral", 2740 yen → 2560 yen ◎Mizuho Securities (three-tier: Buy > Hold > Underperform) Organo <6368.T> -- "Hold" → "Buy", 7650 yen → 8700 yen ◎Iwai Cosmo Securities (five-tier: A > B+ > B > B- > C) Fuji Oil G <2>
＜Rating change observations＞ New: ASICS / Peptidrim upgraded, Otsuka Corporation downgraded, ETC.
◎New and resumed coverage of Asics <7936.T> -- US firm upgraded to the highest level of three stages. ◎Upgrade of Fumiyu G <2607.T> -- Domestic medium-sized company upgraded to the highest level of five stages. Peptide Rim <4587.T> -- US firm upgraded to the highest level of three stages. Meck <4971.T> -- Domestic mid-tier firm upgraded to the highest level of three stages (Target Price is downgraded). Organo <6368.T> -- Bank-affiliated firm upgraded to the highest level of three stages. Brother <6448.T> -- Domestic major firm upgraded to the highest level of three stages. ◎Downgrade of Otsuka Shokai <4768.T> --