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Sojitz Revises Marine Vessel Trading Business Split Notice
Petroleum resources, light industry, etc. (additional) Rating
Upgraded - Bullish Code Stock Name Brokerage Firm Previous Changed After-------------------------------------------------------------<268A> Rigaku Nomura "Hold" "Buy" <3626> TIS GS "Hold" "Buy" <4528> Ono Pharmaceutical City "3" "2" <6752> Panasonic HD Morgan Stanley "Equal Weight" "Over Weight" <7735> Screen Morgan Stanley "Equal Weight" "Over Weight"
Rating information (Target Price change - Part 1) = Nisshin Oil, Oji Holdings, ETC.
◎ Nomura Securities (three-stage: Buy > Neutral > Reduce) Nichiyo <4403.T> -- "Buy" → "Buy", 2,880 yen → 2,960 yen M&A Cap <6080.T> -- "Buy" → "Buy", 4,400 yen → 4,500 yen SMC <6273.T> -- "Buy" → "Buy", 95,000 yen → 80,000 yen CKD <6407.T> -- "Buy" → "Buy", 4,000 yen → 3,400 yen Yokogawa Electric <6841.T> -- "Buy" → "Buy",
The plan for one of the largest AI Datacenters in South Korea.
The investor group is reported to plan to construct one of the world's largest Artificial Intelligence (AI) Datacenters in South Korea. If completed as planned, the total construction cost of the Datacenter could reach up to 35 billion dollars (approximately 5 trillion 300 billion yen). The available electrical power may reach up to 3 gigawatts, which is nearly three times that of the AI infrastructure project "Stargate" planned by OpenAI and SOFTBANK GROUP CO in Texas.
Kandenko, Kinden ETC (additional) Rating
Upgrades - Bullish Code Stock Name Securities Company Previous After ----------------------------------------------------------- <6326> Kubota GS "Sell" "Hold" <7203> Toyota Macquarie "Neutral" "Outperform" Downgrades - Bearish Code Stock Name Securities Company Previous After --------------------------------------------------
Rating information (Target Price change - Part 2) = Toyo Suisan, Sojitz, ETC.
◎ Mizuho Securities (three-tiered: Buy > Hold > underperform) Toyo Suisan <2875.T> - "Buy" → "Buy", 12,700 yen → 13,000 yen Osho Foods <9936.T> - "Buy" → "Buy", 3,800 yen → 3,600 yen Komeri <8218.T> - "Hold" → "Hold", 3,300 yen → 3,100 yen ◎ Morgan Stanley MUFG Securities (three-tiered: Overweight > Equal Weight > Underweight) Sojitz <2768.T> - "Equal".
